(Go-Live) Recommendation for Fulfillment Staff Profile Roles

Legend: not started IN PROGRESS STALLED decided

Status

Decided

Scope

Go-Live

Description

The following staff profile recommendations were assembled based upon configuration and workflows testing done by the Fulfillment and ILL Functional Group during the Vanguard and Test Phases of the SILs project. It is up to campuses to decide on what roles/permissions they issue their library staff members. These are recommendations for those interested.

Owning group

Fulfillment and ILL FG

Approver

PPC

Stakeholders

R = Fulfillment and ILL FG
A =
C = Local Fulfillment Groups, Fulfillment and ILL FG
I = ICs, PPC

Decision-making process

Fist of 5

Priority

High

Due date

Jun 1, 2021

Recommendation

The following staff profile recommendations were assembled based upon configuration and workflows testing done by the Fulfillment and ILL Functional Group during the Vanguard and Test Phases of the SILs project. It is up to campuses to decide on what roles/permissions they issue their library staff members. These are recommendations for those interested.

 

Fulfillment Administrator (Staff)

  • Allows for Alma configuration (Fulfillment, Course Reserves, Letters, Printing, Primo Resource Sharing Form, Patron Fines/Fees, TOUs, Resource Sharing Partners)

  • Allows for Circulation, ILL, and Document Delivery functions

  • Allows for Course Reserves processing

  • Allows for the use of Analytics

Role Name

Role Area

Scope

Parameters (Desks)

Role Name

Role Area

Scope

Parameters (Desks)

Circulation Desk Manager

Fulfillment

Library

Library’s Circulation Desk(s) including any Reading Room Desk(s)

Circulation Desk Manager

Fulfillment

Resource Sharing Library

Resource Sharing Desk

Circulation Desk Operator

Fulfillment

Library

Library’s Circulation Desk(s) including any Reading Room Desk(s)

Circulation Desk Operator

Fulfillment

Resource Sharing Library

Resource Sharing Desk

Circulation Desk Operator-Limited

Fulfillment

Library

Library’s Circulation Desk(s) including any Reading Room Desk(s)

Circulation Desk Operator-Limited

Fulfillment

Resource Sharing Library

Resource Sharing Desk

Course Reserves Manager

Fulfillment

Institution



Course Reserves Operator

Fulfillment

Institution



Fulfillment Administrator

Fulfillment

Institution



Fulfillment Services Manager

Fulfillment

Institution



Fulfillment Services Operator

Fulfillment

Institution



Fulfillment Services Operator

Fulfillment

Resource Sharing Library



Patron

Fulfillment

Institution



Physical Inventory Operator - Limited

Inventory

Institution



Printout Queue Manager

Miscellaneous

Institution



Printout Queue Operator

Miscellaneous

Institution



Requests Operator

Fulfillment

Library

Library’s Circulation Desk(s) including any Reading Room Desk(s)

Requests Operator

Fulfillment

Resource Sharing Library

Resource Sharing Desk

Designs Analytics

Miscellaneous

Institution



Discovery Admin

Miscellaneous

Institution



Letter Administrator

Miscellaneous

Institution



Resource Sharing Partners Manager

Fulfillment

Institution



User Administrator

User Management

Institution



User Manager

User Management

Institution



Work Order Operator

Fulfillment

Library

Library’s Circulation Desk(s) including any Reading Room Desk(s)

Work Order Operator

Fulfillment

Resource Sharing Library

Resource Sharing Desk

Work Order Operator

Fulfillment

Institution

Digitization Department For Institution

 

Fulfillment Operator (Staff)

  • Does not allow for Alma configuration

  • Allows for Circulation, ILL, and Document Delivery functions

  • Allows for Course Reserves processing

  • Allows for the use of Analytics

Role Name

Role Area

Scope

Parameters (Desks)

Role Name

Role Area

Scope

Parameters (Desks)

Circulation Desk Operator

Fulfillment

Library

Library’s Circulation Desk(s) including any Reading Room Desk(s)

Circulation Desk Operator

Fulfillment

Resource Sharing Library

Resource Sharing Desk

Course Reserves Operator

Fulfillment

Institution



Designs Analytics

Miscellaneous

Institution



Fulfillment Services Operator

Fulfillment

Institution



Fulfillment Services Operator

Fulfillment

Resource Sharing Library



Patron

Fulfillment

Institution



Physical Inventory Operator - Limited

Inventory

Institution



Printout Queue Operator

Miscellaneous

Institution



Requests Operator

Fulfillment

Library

Library’s Circulation Desk(s) including any Reading Room Desk(s)

Requests Operator

Fulfillment

Resource Sharing Library

Resource Sharing Desk

User Manager

User Management

Institution



Work Order Operator

Fulfillment

Institution

Digitization Department For Institution

Work Order Operator

Fulfillment

Library

Library’s Circulation Desk(s) including any Reading Room Desk(s)

Work Order Operator

Fulfillment

Resource Sharing Library

Resource Sharing Desk

 

Fulfillment Operator (Student)

  • Does not allow for Alma configuration

  • Allows for Circulation, ILL, and Document Delivery functions

  • Removes Course Reserves Processing privileges

  • Removes Analytics privileges

Role Name

Role Area

Scope

Parameters (Desks)

Role Name

Role Area

Scope

Parameters (Desks)

Circulation Desk Operator

Fulfillment

Library

Library’s Circulation Desk(s) including any Reading Room Desk(s)

Circulation Desk Operator

Fulfillment

Resource Sharing Library

Resource Sharing Desk

Fulfillment Services Operator

Fulfillment

Institution



Fulfillment Services Operator

Fulfillment

Resource Sharing Library



Patron

Fulfillment

Institution



Physical Inventory Operator - Limited

Inventory

Institution



Printout Queue Operator

Miscellaneous

Institution



Requests Operator

Fulfillment

Library

Library’s Circulation Desk(s) including any Reading Room Desk(s)

Requests Operator

Fulfillment

Resource Sharing Library

Resource Sharing Desk

Work Order Operator

Fulfillment

Institution

Digitization Department For Institution

Work Order Operator

Fulfillment

Library

Library’s Circulation Desk(s) including any Reading Room Desk(s)

Work Order Operator

Fulfillment

Resource Sharing Library

Resource Sharing Desk

Action Log

Action/Point Person

Expected Completion Date

Notes

Status

Action/Point Person

Expected Completion Date

Notes

Status

Fulfillment and ILL FG reviews and votes

6/1/2021

Unanimous Fist of 5 vote

Done

 

 

 

 

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