Note: See Reports and Report Designer roles for a list of available standard reports and associated roles.
Action | Roles | |||
---|---|---|---|---|
Acquisitions Admin | Acquisitions Reports Viewer | Acquisitions Senior Staff | Serials Admin | |
Run Acquisitions reports from the Analytics module. | x | x | x | |
Run serials reports from the Analytics module. | x | x | x | x |
Run vendor reports from the Analytics module. | x | |||
Utilize My Library and My Files functionality in Analytics. | x | x | x | x |
Action | Acquisitions Admin | Acquisitions Budget Manager | Acquisitions Budget Staff | Acquisitions Cataloging Staff | Acquisitions Order Staff | Acquisitions Read Only User | Acquisitions Receive Staff | Acquisitions Senior Order Staff | Acquisitions Senior Staff |
---|---|---|---|---|---|---|---|---|---|
Allocate (or distribute) money into funds associated with a budget. This changes the budgeted amount of the fund. User is also able to dis-allocate (or remove) money from the fund. | x | x | x | ||||||
Close the budget for the current fiscal cycle, including transferring any open encumbrances to the next fiscal cycle. | x | x | |||||||
Copy the fund structure from a previous budget to a new budget, so that they do not have to re-enter all the fund details into the new budget. | x | x | x | ||||||
Create a budget for a future time period. | x | x | x | ||||||
Create a fund for a budget. | x | x | x | ||||||
Delete a fund from a budget, assuming the fund does not have any open transactions (encumbrances, expenditures, etc.). | x | x | x | ||||||
Edit or update a fund within a budget, including fund name, fund code, and budgeted amount. It also allows editing the start date, end date, and cycle, and enabling a future budget for use. Note: The availability of these actions depends on whether a budget is open or closed, enabled or not, and the presence or absence of future budgets. | x | x | x | ||||||
Enable the next budget for use even though the current budget (aka earliest open budget) is still being used so that a library can order materials on the next budget. | x | x | x | ||||||
Modify the end date of an open (current or future) budget to adjust for changing fiscal cycles and budget periods or make simple corrections to the time period of a budget. | x | x | x | ||||||
Update a budget, shortening or extending the end date. | x | x | x | x | |||||
View a budget, including its start and end dates. | x | x | x | x | x | x | x | x | x |
View funds in a budget, including fund name, fund code, fund structure, allocation, encumbrances, expenditures, and remaining balance. | x | x | x | x | x | x | x | x | x |
Action | Acquisitions Admin | Acquisitions Cataloging Staff | Acquisitions Order Staff | Acquisitions Read Only User | Acquisitions Request Creator | Acquisitions Request Manager | Acquisitions Request Reviewer | Acquisitions Senior Order Staff | Acquisitions Senior Staff |
---|---|---|---|---|---|---|---|---|---|
Search for and view collections and titles in the WorldCat KnowledgeBase. |
x | x | x | x | x | x | x | x | x |
Action | Acquisitions Admin | Acquisitions Read Only User | Acquisitions Receive Staff | Acquisitions Senior Order Staff | Acquisitions Senior Staff |
---|---|---|---|---|---|
Create supplemental, credit, and refund invoice items. | x | x | x | ||
Create debit invoice item. | x | x | x | ||
Change an invoice before it's paid. | x | x | x | ||
Change items on an invoice before it's paid. | x | x | x | ||
Create an invoice. | x | x | x | ||
Delete an invoice. | x | x | |||
Delete an item from an open (unpaid) invoice. | x | x | x | ||
Revert an invoice to un-paid state in order to correct mistakes and thus alter the corresponding budget expenditures (This feature is not allowed for invoices that use a closed budget). | x | x | x | ||
Search invoices. | x | x | x | ||
View an invoice, including the vendor, invoice number, etc. | x | x | x | x | x |
View items on an invoice. | x | x | x | x | x |
Action | Acquisitions Admin | Acquisitions Receive Staff | Serials Admin | Serials Receive |
---|---|---|---|---|
Can print labels. | x | x | x | x |
Action | Acquisitions Admin | Acquisitions Cataloging Staff | Acquisitions Read Only User | Acquisitions Order Staff | Acquisitions Receive Staff | Acquisitions Request Manager | Acquisitions Request Reviewer | Acquisitions Senior Order Staff | Acquisitions Senior Staff |
---|---|---|---|---|---|---|---|---|---|
Add items to an order. | x | x | x | x | x | ||||
Cancel order items, so that they can no longer be received. | x | x | x | ||||||
Change an open (unsubmitted) purchase order. It does not allow editing the items on the order. | x | x | x | x | |||||
Change items on an order, before it has been placed. | x | x | x | ||||||
Change the link from an item on order to the WorldCat record, in case the wrong WorldCat record or item was selected in "Discover Items.” | x | x | x | ||||||
Change the resource for order items. | x | x | x | x | x | ||||
Create a purchase order. | x | x | x | ||||||
Delete an item from an open (unplaced) purchase order, in case an order item was added by mistake or is no longer needed. | x | x | x | x | |||||
Delete an order item template (in case it is no longer valid for your library). | x | x | x | ||||||
Delete an un-placed purchase order and all its items, so that if the purchase order is no longer valid, it can be removed from the system. | x | x | x | ||||||
Order a purchase request. | x | x | |||||||
Perform item operations, like adding and editing items. | x | x | x | ||||||
Renew order items. | x | x | x | ||||||
Search and view open orders that have not yet been placed with the vendor. | x | x | x | x | |||||
Search and view order items. | x | x | x | x | |||||
Search items ordered. | x | x | x | x | |||||
Select and claim unreceived items and send a message to the vendor. | x | x | x | x |
Action | Acquisitions Admin | Acquisitions Order Staff | Acquisitions Request Creator | Acquisitions Request Manager | Acquisitions Request Reviewer | Acquisitions Senior Order Staff | Acquisitions Senior Staff |
---|---|---|---|---|---|---|---|
Approve or reject a purchase request. | x | x | x | ||||
Create a purchase request. | x | x | x | x |
Action | Acquisitions Admin | Acquisitions Receive Staff | Acquisitions Request Manager | Acquisitions Request Reviewer | Acquisitions Senior Order Staff | Acquisitions Senior Staff |
---|---|---|---|---|---|---|
Approve or reject a purchase request. | x | x | ||||
Change an open (unsubmitted) purchase order. It does not allow editing the items on the order. | x | x | ||||
Finish receiving a serial order so that it is marked as completely received by the library. | x | x | x | x | ||
Finish receiving an e-product order so that it is marked as completely received by the library. | x | x | x | |||
Receive outstanding monographs that have been ordered, but not yet received. | x | x | x | |||
Start receiving an e-product, so that the library can record the receipt of content on an incomplete order. | x | x | x | x | ||
Start receiving serial issues, so that the library can record their receipt on an incomplete order. | x | x | x | x |
Action | Serials Admin | Serials Binding Staff | Serials Claim | Serials Receive |
---|---|---|---|---|
Add issues to a binding unit. | x | x | ||
Allows the user to delete an issue in Manage Issues from the list of issues if the issue has not been used for receiving, claiming, or start/stop receiving. | x | |||
Can select one or more issues from the "missing issues" list and claim them, optionally sending a notification to the Vendor. | x | x | ||
Complete binding of a binding unit. | x | x | ||
Create a binding unit. | x | x | ||
Create new serial issues for a title. New issues are shared with all libraries. | x | |||
Create, edit, and delete copy and item-level holdings for your institution in WorldCat. | x | x | ||
Delete a binding unit. | x | x | ||
Edit a binding unit. | x | x | ||
Recall a binding unit from the bindery. | x | x | ||
Receive issue for your library. | x | x | ||
Send a binding unit to the bindery. | x | x | ||
Update serial issues for a title. Issue updates are shared with all libraries. | x | |||
View a binding unit. | x | x | ||
View all product reports. | x | x | ||
View copy and item-level holdings for their institution in WorldCat. | x | x | ||
View My Library and export data. | x | x | ||
View serial issues for a title. | x | x | x |
Action | Acquisitions Admin | Acquisitions Exchange Rates Manager | Acquisitions Order Staff | Acquisitions Read Only User | Acquisitions Receive Staff | Acquisitions Request Creator | Acquisitions Request Manager | Acquisitions Request Reviewer | Acquisitions Senior Order Staff | Acquisitions Senior Staff | Acquisitions Settings Staff |
---|---|---|---|---|---|---|---|---|---|---|---|
Configure HTTP order notifications. | x | x | |||||||||
Create, edit and delete copy and item-level holdings for their institution in WorldCat. | x | x | x | x | x | ||||||
Modify the library's Exchange Rates. | x | x | x | x | x | x | x | x | x | x | |
Upload a file and store it on the Shared File Service. | x | x | |||||||||
View all product reports. | x | x | x | x | |||||||
View the library's Exchange Rates. | x | x | |||||||||
View the name and other metadata of files stored on the shared file service, such as those uploaded for processing by Partner Exchange Services. It does not allow users to read the file. | x | x | |||||||||
Manage WSkeys at the OCLC Developer Network | x |
Action | Acquisitions Admin | Acquisitions Read Only User | Acquisitions Receive Staff | Acquisitions Senior Order Staff | Acquisitions Senior Staff |
---|---|---|---|---|---|
Access the Admin module in WorldShare. | x | ||||
Assign roles to other users. | x | ||||
Create new user accounts. | x | x | |||
Delete user accounts. | x | x | |||
Read information about user accounts. | x | x | x | x | |
Search user accounts. | x |
Action | Acquisitions Admin | Acquisitions Cataloging Staff | Acquisitions Receive Staff | Acquisitions Senior Order Staff | Acquisitions Senior Staff | Serials Admin | Serials Claim | Vendor Administrator | Vendor Manager |
---|---|---|---|---|---|---|---|---|---|
Activate a vendor for use within both Acquisitions and Licenses. | x | x | |||||||
Can select one or more issues from the "missing issues" list and claim them, optionally sending a notification to the Vendor. | x | x | |||||||
Change a vendor order number, order name, and order comments on a placed purchase order, i.e. one that has been submitted to the vendor. | x | x | x | x | |||||
Create a vendor. | x | x | |||||||
Create, edit and delete files in the shared files service as part of a corresponding process, such as uploading of files from a vendor for import into Acquisitions. | x | x | x | ||||||
Download and read files stored on the shared file service, such as those uploaded for processing by Partner Exchange Services. | x | x | |||||||
Edit public vendors (indicated by a globe icon) and the public data for this Vendor, including name, country, etc. | x | x | |||||||
Edit vendor data for your library only. | x | x | x | x | |||||
Find a vendor. | x | x | x | x | x | x | |||
Pay an invoice, so that the vendor can receive payment for items ordered and the library can track the invoice amount as expended, rather than encumbered. | x | x | |||||||
Place an order, submitting it to the vendor, if not done already. | x | x | x | ||||||
Publish a vendor to all libraries. | x | x | |||||||
Remove a vendor from your list of active partners (in Acquisitions or License Manager). | x | x | x | ||||||
Request a price quote from a vendor for a group of items on an order. | x | x | |||||||
Select and claim unreceived items and send a message to the vendor. | x | x | x | ||||||
Upload MARC files from a vendor to be imported into Acquisitions. | x | ||||||||
View a vendor. | x | x | x | x | x | x | x | ||
View all product reports. | x | x | |||||||
View the logs of a vendor import/export process, such as the process that begins when uploading a file to one of the Partner Exchange Services. | x | ||||||||
View My Library and export data. | x | x | x | x | x | x |