Security Preferences

Security preferences allow operators (with the appropriate authority) to modify existing or create your own custom security groups by manipulating lists of permissions organized in tabs. These Security Groups, which are assigned to individuals using the Patrons management window, determine what actions operators or patrons are permitted to perform. By default, only operators with Administrator-level access are permitted to do this.

These preferences are shared with Alexandria. Preferences that are specific to Textbook Tracker but are also listed in default Alexandria security groups are set to No Access. These include:

• Management > Textbook Items
• Management > Textbook Copies
• Circulation > Textbook Circulation
• Preferences > Textbook System Preferences
• Preferences > Textbook Site Preferences
• Reporting > Textbook Tracker subtab

New patrons will be automatically assigned to the Patron security group with minimal permissions. However, if the patron needs more access to Alexandria or Textbook Tracker, you can change their assigned group to one that grants more appropriate permissions. You can change any security group, with the exception of Patron, to allow the user to log in as an operator.

The very first operator that you should create is the District or Library Administrator. Don't forget to set up a username and password for this person, since it must be used to examine, edit, add or delete other patrons or operators and address books.

If you haven't yet created a District Administrator for your union site, the very first time that you attempt to access the program or one of its online components (e.g. /preferences), you'll be tasked with creating an Administrator-level operator that may be later edited, but never removed. Your first operator needs to be a District Administrator with the equivalent Security Group. The District Administrator security group is only meaningful for multi-library collection licenses (Centralized Catalog, WAN, etc.). For all other licenses, the District Administrator security group is analogous to the Library Administrator.

Security Groups

The Security Groups pane on the left side of the screen lists each of the default and custom security groups that are set up for your site. These can be assigned to your operators and patrons in Patrons Management. Operators with the appropriate authority can add, duplicate, edit, or remove any of the custom security groups for your site.

Default security groups can be edited but cannot removed or renamed. Each group is assigned different default settings, which you can view by clicking the links below. The default security groups are:

• District Administrator. Full access to every control and setting within Alexandria, including the ability to examine and change registered operators. Operators at this level can edit district-level preferences and have access to all library preferences. All other access levels can only modify records from their assigned library collections. The District Administrator security group cannot be removed or modified.

• Library Administrator. Full access to every control and setting within Alexandria, including the ability to examine and change registered operators. Operators with this security group can only edit preferences for their assigned collection.

• Librarian. Full access to every control and setting within Alexandria and Textbook Tracker, except the ability to examine registered operators and Address Books.

• Textbook Library Administrator. Full access to every control and setting within Textbook Tracker. Operators with this security group can only edit preferences for their assigned collection.
  

• Textbook Librarian. Full access to nearly every control and setting within Textbook Tracker. They do not have access to SIF,
  

• Library Staff. Access to all system functions and reports, except for Preferences, Imports, and Utilities.
  

• Library Aide. Access to Alexandria Librarian capabilities and standard circulation commands, with the authority to allow restricted actions. For example, if a patron has too many books issued, a warning message appears when the patron tries to check out another book. With this security group, the library aide can override the message and allow the patron to check out another book.

• Bulletin Board Manager. Patron-level access with the ability to manage holds, reservations, perform renewals, and add reviews.

• Patron. This is the default security group for all newly created patrons. The only settings that can be modified in this security group are permissions for their own patron account, such as the ability to place holds and reservations when using the Researcher.

• Patron Limited. For convenience, this is essentially the same as the Patron security group, but you are able to modify most permissions.

• Self-Service. Supports Student Aide privileges with the addition of Check In and Bookdrop circulation commands. The Circulation window is allowed for Bookdrop mode only. At this security level, overdue fines are automatically recorded with no opportunity to accept payment or forgive/adjust fines. Fines are still displayed in the transaction log.

• Student Aide. Access to Alexandria Librarian capabilities and standard circulation commands, but no authority to allow restricted actions

Controls

The controls for your security groups are at the bottom of the list. Only users with the appropriate security group settings can add, remove, or duplicate security groups.

• Add. Add a new security group that isn't based on an existing group.