Below are some of the roles that will be authorized to use Loan/Return, Request, Patron, My Account, and related maintenance documents in the OLE test drive. Please see individual e-docs for specific requirements in each workflow.
Note
Sample users are provided for ease of testing and can be replaced with local library users.
Role Name |
Sample User |
Functions/ Permissions |
Patron Manager |
admin |
System user who has all permissions for patrons and for borrower types |
Full Circulation Attendant |
dev1 |
System user who can edit patrons and maintenance documents pertaining to patrons with the exception of borrower types |
Limited Circulation Attendant | testuser1, testuser2 | System user who can view but not edit patron records and has no access to patron type. |
Circ Desk Attendant I |
testuser1 |
System user who can view patrons and edit their address, can loan and return items, update/backdate due dates and create fast adds. |
Circ Desk Attendant II | eric, edna | System user who can loan and return items, update/backdate due dates, create fast adds, create and edit requests, post and forgive payments. |
Circulation Supervisor | dev1, dev2 | System user who can loan and return items, update/backdate due dates, create fast adds, create and edit requests, post and forgive payments, create and update bills, update request queue, manage patron addresses and proxy accounts. |
Super Circulation Supervisor | admin; admin1 | System user who can loan and return items, update/backdate due dates, create fast adds, create and edit requests, post and forgive payments, create and update bills, update request queue, manage patron addresses and proxy accounts, and manage circulation desks. |
Shelving Location Administrator |
dev1, dev2 |
System user who can create and edit permissions for shelving locations. Can view the location, location level and create, edit a maintenance document only where the location level is a shelving level |
Location Administrator |
admin, admin1 |
System user who can add and edit institutions, campuses, libraries and collections. Can view, create, edit location maintenance documents and can view, edit the name of the location level maintenance document. |
Deliver Admin |
admin, admin1 |
System user who can initiate and map circulation desks |
Operator |
edna, eric, dev2 |
System user who can loan materials |
Unit Manager |
dev2 |
System user who can loan and override loan |
<any user-Action List> |
<any Kuali user> |