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nameSecurity Groups
id1455070088

Security Preferences

 Preferences > Security
(warning)
SYSTEM Preference, SHARED with Textbook Tracker

Security preferences allow operators (with the appropriate authority) to modify existing or create their own custom security groups by manipulating lists of permissions organized by tab; these tabs include: Management, Tools, Circulation, Preferences, Reporting, Researcher. In turn, these Security Groups (assigned to individuals using the Patrons management window) determine what actions operators or patrons are permitted to perform. By default, Administrator-level access are the only security groups that allows you to do this.

Note

These preferences are shared with Textbook Tracker.


New patrons will be automatically assigned to the Patron security group with minimal permissions. However, if the patron needs more access to Alexandria, 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.

Want to see how it works? Check out our Security Preferences video.


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.

Each group is assigned different default settings. Default security groups, listed below, can be edited but cannot removed or renamed.

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 to manage textbooks within Alexandria. Operators with this security group can only edit preferences for their assigned collection.

Textbook Librarian

Full access to nearly every control and setting to manage textbooks within Alexandria. 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 (default)

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

Section
Column
   Specify a Security Group name.

   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. Users will not have access to:

    • Management tab > Patron Passwords, Library Copies, and Textbook Copies
    • Preferences tab > Security, Z39.50 Server, Policies, and Calendar
Column


Image Modified

Image Removed Remove the currently selected security group. Default groups cannot be removed. If the security group is still in use, you'll be prompted to choose a replacement security group for the impacted patrons.

Actions to rename or duplicate the security group you've selected.

Tip

Security group titles are limited to 25 alphanumeric characters.

Permissions

On the right side of the window, security settings are grouped by tabs.

Use the dropdown menus in each tab to enable or disable security preferences for the group you've selected. For each permission, users assigned to that security group will have access to/can perform the functions they've they've been assigned plus all lower-level actions/functions listed above.

Tip

When you've finished editing all of your security permissions, click Save to keep your changes or Revert to discard them. You will be required to Save or Revert before configuring any other security groups.

Content Block
nameManagement
id1455076793

Management

Preferences > Security
(warning) SYSTEM Preference, SHARED with
Textbook Tracker


These settings define what a user assigned to this security group will have access to. Settings are listed top to bottom from least to most access.

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

Tip

Security Level controls which security groups a user can modify. For example, patrons assigned a security group with Security Level 2 can only modify groups with a Security Level of 3 or lower (3, 4, 5). However, this rule does not apply to District Administrators (Level 0).

Content Block
nameTools
id1455070080

Tools

Preferences > Security
(warning) SYSTEM Preference, SHARED with Textbook Tracker


These settings define what a user assigned to this security group will have access to. Settings are listed top to bottom from least to most access.

Expand
titleInventory
  • No Access
  • Perform
Expand
titleOperations
  • View Personal
  • View All
  • Manage All
Expand
titleAuthority Control
  • No Access
  • Manage
Expand
titleSites
  • No Access
  • View
  • Edit
  • Add
  • Remove
Expand
titleSecurity
  • No Access
  • Remove
Expand
titlePolicies
  • No Access
  • View
  • Edit
  • Add
  • Remove
Expand
titleCalendars
  • No Access
  • View
  • Edit
  • Add
  • Remove
Expand
titleBuilder
Note

This preference is related to the Makeover and will have a future use!

  • No Access
  • Manage
Expand
titleReviews
  • No Access
  • View
  • Edit
  • Remove
Expand
titleMaps
  • No Access
  • View
  • Edit
  • Add
  • Remove
Expand
titleExplore Builder
  • No Access
  • View
  • Edit
  • Add
  • Remove
  • Import, Export and Utilities
  • Import and Export
Expand
titleBulletin Builder
  • No Access
  • View
  • Edit
  • Add
  • Remove

Content Block
nameCirculation
id559657711

Circulation

Preferences > Security
(warning) SYSTEM Preference
, SHARED with Textbook Tracker


These settings define what a user assigned to this security group will have access to. Settings are listed top to bottom from least to most access.

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
  • View
  • Manage
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
id559662124

Preferences

Preferences > Security
(warning) SYSTEM Preference
, SHARED with Textbook Tracker


These settings define what a user assigned to this security group will have access to. Settings are listed top to bottom from least to most access.

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
titleBrowser Preferences
  • No Access
  • Edit
Expand
titleZ39.50 Server
  • No Access
  • View
  • Edit
  • Add
  • Remove
Expand
titleSIS Integrations
  • No Access
  • Manage
Expand
titleSetup
  • No Access
  • Manage
Note

This setting defaults to No Access for security levels 2, 3, 4, and 5, and Manage for security levels 1 and 0. 

Content Block
nameReporting
id559666482

Reporting

Preferences > Security
(warning) SYSTEM Preference, SHARED with Textbook Tracker


These settings define what a user assigned to this security group will have access to. Settings are listed top to bottom from least to most access.

Librarian
Expand
titleAuthority Reports
  • No Access
  • View
  • Edit
  • Add
  • Remove
Expand
titleCharges / Payments Reports
  • No Access
  • View
  • Edit
  • Add
  • Remove
Expand
titleCirculation Reports
  • No Access
  • View
  • Edit
  • Add
  • Remove
Expand
titleHolds Reports
  • No Access
  • View
  • Edit
  • Add
  • Remove
Expand
titleInterlibrary Loans Reports
  • No Access
  • View
  • Edit
  • Add
  • Remove


Note

Centralized Catalog only.

Expand
titleItem Reports
  • No Access
  • View
  • Edit
  • Add
  • Remove
Expand
titleLegacy Reports
  • No Access
  • View
  • Edit
  • Add
  • Remove
Expand
titlePatron Reports
  • No Access
  • View
  • Edit
  • Add
  • Remove
Expand
titlePopular Reports
  • No Access
  • View
  • Edit
  • Add
  • Remove
Expand
titleSpecial Reports
  • No Access
  • View
  • Edit
  • Add
  • Remove
Expand
titleStatistics / Usage Reports
  • No Access
  • View
  • Edit
  • Add
  • Remove
Expand
titleStudy Programs Reports
  • No Access
  • View
  • Edit
  • Add
  • Remove





Textbook Tracker

Expand
titleCharges / Payments Reports
  • No Access
  • View
  • Edit
  • Add
  • Remove
Expand
titleCirculation Reports
  • No Access
  • View
  • Edit
  • Add
  • Remove
Expand
titleLegacy Reports
  • No Access
  • View
  • Edit
  • Add
  • Remove
Expand
titlePatron Reports
  • No Access
  • View
  • Edit
  • Add
  • Remove
Expand
titlePopular Reports
  • No Access
  • View
  • Edit
  • Add
  • Remove
Expand
titleSpecial Reports
  • No Access
  • View
  • Edit
  • Add
  • Remove
Expand
titleStatistics / Usage Reports
  • No Access
  • View
  • Edit
  • Add
  • Remove
Expand
titleTextbook Reports
  • No Access
  • View
  • Edit
  • Add
  • Remove
Content Block
nameAccount
id559727374

Account

Preferences > Security
(warning) SYSTEM Preference, SHARED with Textbook Tracker


These settings define what a user assigned to this security group will have access to. Settings are listed top to bottom from least to most access.

Expand
titleHolds
  • No Access
  • Manage
Expand
titleReservations
  • No Access
  • Manage
Expand
titlePatron Status
  • No Access
  • Basic Access (view, not edit)
  • 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
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
Expand
titleCharges
  • No Access
  • Make Payment
    • A patron can pay with their available credit.




Tip
titlePassword Security

When set, patron passwords must meet the following requirements:

  • Weak: At least 6 characters.
  • Regular: At least 8 characters, including at least one letter (a-z) and one number (0-9).
  • Strong: At least 10 characters, including at least one letter (a-z), one number (0-9), and one symbol (!@#$%^&*-=+.,).

Passwords are not case sensitive.