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Acquisitions Roles
Acquisitions Roles Required
To create orders manually
- Purchasing Operator
- Purchasing Manager
To receive physical material
- Receiving operator (scoped to library acquisitions department)
- Receiving operator limited (scoped to library acquisitions department)
To activate e-resources
- Electronic Inventory Operator
- CDI Inventory Operator (to activate electronic collections with CDI component)
- Repository Manager (to manage e-resource tasks in the activation task list)
To create invoices
- Invoice Operator
- Invoice Operator Extended (for delete actions)
- Invoice Manager (same as operator, but only this role has access to Approval step)
- Receiving Operator - scoped to acquisitions department (if receiving material at the same time that you invoice)
Cataloging & Resource Management
Cataloging & Resource Management Roles Required
To create, import, and merge/overlay bibliographic records using the MDE:
- Catalog Manager
- Cataloger
- Cataloger Extended (in combination with Cataloger role, for delete privileges)
To set up import from an external source:
- Catalog Administrator (for external search resources)
- General System Administrator (for integration profiles)
To work with normalization rules
- Catalog Administrator (also required to create normalization processes)
- Catalog Manager
- Cataloger
To create, edit, copy, or delete import profiles:
- Catalog Administrator
- Acquisitions Administrator
Fulfillment
Fulfillment Roles Required
To process requests (pick from shelf, hold shelf)
- Requests operator (scoped to the library circulation desk)
To work at the circulation desk (checkout/checkin/process fines/fees)
- Circulation desk manager (scoped to the library circulation desk) OR
- Circulation desk operator (scoped to the library circulation desk) OR
- Circulation desk operator - limited (scoped to the library circulation desk)
Make changes to circulation desk configurations (hours, settings printers), policies, TOUs, fulfillment units/rules, block preferences, etc.
- Fulfillment Administrator
To receive resource sharing items
- Fulfillment Services Operator (for the resource sharing library)
- Fulfillment Services Manager (for the resource sharing library)