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Textbook Library Administrator

Management tab

  • Advanced Bookings > No Access
  • Data Station Management > Update
  • Security Level > 1 - Administrator
  • Patrons > Import, Export, and Utilities
  • Patron Passwords > Edit
  • System Patron > Use
  • Library Items > No Access
  • Library Copies > View
  • Textbook Items > Import, Export, and Utilities
  • Textbook Copies > Remove
  • Routes > No Access
  • Subscriptions > No Access

Tools tab

  • Inventory > Perform
  • Operation Management > Manage All
  • Authority Control > Manage
  • Map Editor > No Access
  • Explore Builder > No Access
  • Bulletin Board > No Access
  • SIF > Edit
  • Sites > Edit
  • Reviews > No Access
  • Courses > Import and Export >> eventually. This will not exist in the first version.

Circulation tab

  • Library Circulation > No Access
  • Textbook Circulation >  Import, Export, and Utilities
  • Circulation Override > Perform
  • Reservations > No Access
  • Holds > No Access
  • Charges > Charge Fee
  • History > Refund
  • Cash Drawer > Use
  • In Transit > Add
  • Self Service > No Access

Preferences tab

  • Library System Preferences > No Access
  • Library Site Preferences > No Access
  • Textbook System Preferences > Import and Export
  • Textbook Site Preferences > Edit
  • Machine Preferences > Edit
  • Security

    > RemoveZ39.50 Server > No Access > or can we have this dropdown automatically set to No Access and disable if they choose No Access for Library System Preferences? Will need to change behavior for how it sets and disables currently, i.e. Policies access only disables when both Library and Textbook System

    Preferences

    are set to No Access.
  • Policies > Remove
  • Calendars > Remove
  • Reporting tab

    • Library subtab > all set to No Access
    • Textbook subtab > all set to Remove

    Researcher (Account) tab

    All disabled for Textbook Administrator.

    ALERT 20170706: actually it should follow the normal Account defaults, with Regular Password Strength required. Right?
    ALERT 20170706: Separate security for Library Renewals and Textbook Renewals?
    Randy - 20170706.  In my opinion, yes, this will come up in time but the function of ‘renewal’ for textbooks vs. library books may be controllable by access to the primary UI.  In other words, a single renewals control that determines whether or not a user can perform renewals, then, they can renew library books IF they can access the librarian circulation interface and they can perform textbook renewals if they can access the textbooks circulation interface. Some level of separation for anything patrons are allowed to do themselves with the items vs. textbooks makes sense to me as well.  The resources are separate and are often managed by completely different people with their own sets of rules. What works for the librarian very well may not jive with the textbooks manager.

    Image Added Tools > Preferences > Security

  • Myra 20180329 : For now, we will NOT allow Textbooks to be renewed in Status. That’s all.
  • Textbook Librarian Security Group default settings will be same as Textbook Administrator except:

  • Management tab > Data Station Management is Database Utilities; Security Level is 2.
  • Tools tab > SIF is No Access; Sites is View.
  • Circulation tab > all same
  • Preferences tab > Security is No Access
  • Reporting tab > all same
  • Researcher tab > all same


    Controls

    Controls for your security groups is at the bottom of the Security Groups list on the left.

    Image Added Add

    At the bottom of the Security Groups list, click Image Removed to add Add a new security group.

    Specify a Security Group name.

      • Choose a title. This field is limited to 25 alphanumeric characters.

    Would you like to preset the security options to all on or all off?

      • All On. Each preference will be set to the option with the least restricted access. 
      • All Off. Each preference will be set to No Access or the option with the most restricted access. The group will not have access to the following preferences:
        • Management tab > Patron Passwords, Library Copies, and Textbook Copies
        • Preferences tab > Security, Z39.50 Server, Policies, and Calendar
    Image Added Remove

    Click Image Removed to remove Remove the currently selected security group.

    • Default groups cannot be removed.
    Image Added Actions
    • Rename. Rename the security group you have selected, and select a new title.
    • Duplicate. Duplicate the security group you have selected, and select a new title.


    Tip

    Security group titles are limited to 25 alphanumeric characters.

    Controls

    Controls for your security groups is at the bottom of the Security Groups list on the left.

    Add

    Add a new security group.


    Specify a Security Group name.

    • Choose a title. This field is limited to 25 alphanumeric characters.

    Would you like to preset the security options to all on or all off?

    • All On. Each preference will be set to the option with the least restricted access.
    • All Off. Each preference will be set to No Access or the option with the most restricted access. 
      • The group will not have access to the following preferences:
        • Management tab > Patron Passwords, Library Copies, and Textbook Copies
        • Preferences tab > Security, Z39.50 Server, Policies, and Calendar




    Remove

    Remove the currently selected security group. Default groups cannot be removed.


    Actions
    • Rename. Rename the security group you have selected, and select a new title.
    • Duplicate. Duplicate the security group you have selected, and select a new title.


    Tip

    Security group titles are limited to 25 alphanumeric characters.

    Content Block
    nameManagement
    id1183507535

    Management

    Tools > Preferences > Security
    (warning) SYSTEM Preference


    Expand
    titleAdvanced Bookings
    • No Access
    • Perform
    Expand
    titleData Station Management
    • No Access
    • Restart
    • Quit
    • Database Utilities
    • Export
    • Update
    • Manage
    Expand
    titleSecurity Level
    • 5 - Patron
    • 4 - Aide
    • 3 - Staff
    • 2 - Librarian
    • 1 - Administrator
    • 0 - District Administrator
    Expand
    titlePatrons
    • No Access
    • View
    • Manage Notes
    • Edit
    • Add
    • Remove
    • Import, Export, and Utilities
    Expand
    titlePatron Passwords
    • No Access
    • Edit
    Expand
    titleSystem Patrons
    • No Access
    • Use
    Expand
    titleLibrary Items
    • No Access
    • View
    • Edit
    • Add
    • Remove
    • Import, Export, and Utilities
    Expand
    titleLibrary Copies
    • No Access
    • View
    • Edit
    • Add
    • Remove
    • Import, Export, and Utilities
    Expand
    titleTextbook Items
    • No Access
    • View
    • Edit
    • Add
    • Remove
    • Import, Export, and Utilities
    Expand
    titleTextbook Copies
    • No Access
    • View
    • Manage Notes
    • Edit
    • Add
    • Remove
    Expand
    titleRoutes
    • No Access
    • View
    • Edit
    • Add
    • Remove
    • Import, Export, and Utilities
    Expand
    titleSubscriptions
    • No Access
    • View
    • Edit
    • Add
    • Remove
    • Import, Export, and Utilities

    Content Block
    nameTools
    id1183514756

    Tools

    Tools > Preferences > Security
    (warning) SYSTEM Preference


    Expand
    titleInventory
    • No Access
    • Perform
    Expand
    titleOperation Management
    • View Personal
    • View All
    • Manage All
    Expand
    titleAuthority Control
    • No Access
    • Manage
    Expand
    titleMap Editor
    • No Access
    • View
    • Edit
    • Add
    • Remove
    Expand
    titleExplore Builder
    • No Access
    • View
    • Edit
    • Add
    • Remove
    • Import, Export and Utilities
    • Import and Export
    Expand
    titleBulletin Board
    • No Access
    • View
    • Edit
    • Add
    • Remove
    Expand
    titleSIF
    • No Access
    • Edit
    Expand
    titleSites
    • No Access
    • View
    • Edit
    • Add
    • Remove
    Expand
    titleReviews
    • No Access
    • View
    • Edit
    • Remove

    Content Block
    nameCirculation
    id1183522341

    Circulation

    Tools > Preferences > Security
    (warning) SYSTEM Preference


    Expand
    titleLibrary Circulation
    • No Access
    • Perform
    • Import, Export and Utilities
    Expand
    titleTextbook Circulation
    • No Access
    • Perform
    • Import, Export and Utilities
    Expand
    titleCirculation Override
    • No Access
    • Perform
    Expand
    titleReservations
    • No Access
    • Perform
    • Import, Export and Utilities
    Expand
    titleHolds
    • No Access
    • View
    • Manage
    Expand
    titleCharges
    • No Access
    • View
    • Make Payment
    • Forgive Charges
    • Charge Fee
    Expand
    titleHistory
    • No Access
    • View
    • Add Credit
    • Refund
    Expand
    titleCash Drawer
    • No Access
    • Use
    Expand
    titleIn Transit
    • No Access
    • Edit
    • Add
    Expand
    titleSelf-Service
    • No Access
    • Check In Only
    • Check Out Only
    • Check In and Out



    Content Block
    namePreferences
    id1183529610

    Preferences

    Tools > Preferences > Security
    (warning) SYSTEM Preference


    Expand
    titleLibrary System Preferences
    • No Access
    • Edit
    • Import and Export
    Expand
    titleLibrary Site Preferences
    • No Access
    • Edit
    Expand
    titleTextbook System Preferences
    • No Access
    • Edit
    • Import and Export
    Expand
    titleTextbook Site Preferences
    • No Access
    • Edit
    Expand
    titleMachine Preferences
    • No Access
    • Edit
    Expand
    titleSecurity Preferences
    • No Access
    • Remove
    Expand
    titleZ39.50 Server
    • No Access
    • View
    • Edit
    • Add
    • Remove
    Expand
    titlePolicies
    • No Access
    • View
    • Edit
    • Add
    • Remove
    Expand
    titleCalendars
    • No Access
    • View
    • Edit
    • Add
    • Remove

    Content Block
    nameReporting
    id1183537739

    Reporting

    Tools > Preferences > Security
    (warning) SYSTEM Preference


    Librarian
    Expand
    titleItem Reports
    • No Access
    • View
    • Edit
    • Add
    • Remove
    Expand
    titlePatron Reports
    • No Access
    • View
    • Edit
    • Add
    • Remove
    Expand
    titleCirculation Reports
    • No Access
    • View
    • Edit
    • Add
    • Remove
    Expand
    titleRoute Reports
    • No Access
    • View
    • Edit
    • Add
    • Remove
    Expand
    titleSubscription Reports
    • No Access
    • View
    • Edit
    • Add
    • Remove
    Expand
    titleAuthority Reports
    • No Access
    • View
    • Edit
    • Add
    • Remove
    Expand
    titleStatistics Reports
    • No Access
    • View
    • Edit
    • Add
    • Remove
    Expand
    titleSystem Reports
    • No Access
    • View
    • Edit
    • Add
    • Remove




    Textbook Tracker
    Expand
    titleTextbook Reports
    • No Access
    • View
    • Edit
    • Add
    • Remove
    Expand
    titlePatron Reports
    • No Access
    • View
    • Edit
    • Add
    • Remove
    Expand
    titleCirculation Reports
    • No Access
    • View
    • Edit
    • Add
    • Remove
    Expand
    titleStatistics Reports
    • No Access
    • View
    • Edit
    • Add
    • Remove
    Expand
    titleSystem Reports
    • No Access
    • View
    • Edit
    • Add
    • Remove



    Content Block
    nameAccount
    id1183548431

    Account

    Tools > Preferences > Security
    (warning) SYSTEM Preference


    Expand
    titleHolds
    • No Access
    • Manage
    Expand
    titleReservations
    • No Access
    • Manage
    Expand
    titlePatron Status
    • No Access
    • Basic Access
    • View Contact Information
    • Edit Contact Information
    • Edit Username and Password
    • Edit
    Expand
    titleRenewals
    • No Access
    • Perform
    Expand
    titleReviews
    • View
    • Add - Requires Approval
    • Add - Always Approved
    Expand
    titleReviews
    • View
    • Add - Requires Approval
    • Add - Always Approved
    Expand
    titleShow Reviewer As
    • Anonymous
    • Initials
    • Full First Name and Last Name Initial
    • Full First and Full Last Name
    Expand
    titlePassword Strength
    • None
    • Weak
    • Regular
    • Strong