(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