Serials Workflow Permissions
The following table lists serials tasks, the Polaris permissions required to do the tasks, the administrative levels at which they can be set, and the subsystems where the permissions are located. Some permissions required for Serials processing are also used in other subsystems. For example, the Acquisitions permission Create a bib record from acquisitions and serials: Allow is used in both subsystems.
Tip:
Not all permissions are specific to Serials. There are other permissions which apply to Serials, but are not configured within Serials, such as the Cataloging permission Override invalid item barcode message: Allow and the Acquisitions permission Create a bib record from acquisitions and serials: Allow.
Note:
To modify Polaris Administration profiles and parameters, you must have the following permissions:
Access administration: Allow
Modify parameters: Allow
Modify profiles: Allow
For more information, see
|
Workflow |
Required Permissions |
Administration Explorer Security Location |
|---|---|---|
|
Maintain serial holdings records (including publication patterns) |
Access serials: Allow |
System - Serials |
|
Serial holdings records: Create |
System, Branch - Serials |
|
|
Serial holdings records: Modify |
System, Branch - Serials |
|
|
Serial holdings records: Access |
System, Branch - Serials |
|
|
Serial holdings records: Delete |
System, Branch - Serials |
|
|
Control whether Polaris automatically creates issues or part records |
Access serials: Allow |
System - Serials |
|
Serial holdings records: Access |
System, Branch - Serials |
|
|
Serial holdings records: Modify |
System, Branch - Serials |
|
|
Add a subscription icon |
Access serials: Allow |
System - Serials |
|
Subscription records: Access |
System, Library, Branch - Serials |
|
|
Subscription records: Create |
System, Library, Branch - Serials |
|
|
Funds: Access |
System, Library, Branch - Acquisitions |
|
|
Maintain subscription records |
Access serials: Allow |
System - Serials |
|
Subscription records: Access |
System, Library, Branch - Serials |
|
|
Subscription records: Modify |
System, Library, Branch - Serials |
|
|
Funds: Access |
System, Library, Branch - Acquisitions |
|
|
Renew or cancel a subscription |
Access serials: Allow |
System - Serials |
|
Subscription records: Cancel and Renew |
System, Library, Branch - Serials |
|
|
Delete subscription records |
Access serials: Allow |
System - Serials |
|
Subscription records: Access |
System, Library, Branch - Serials |
|
|
Subscription records: Delete |
System, Library, Branch - Serials |
|
|
Set subscription cancellation text and print parameters |
Access serials: Allow |
System - Serials |
|
Access reports and notices: Allow |
System - System Administration |
|
|
|
|
|
|
Create, access, modify, and delete issues or parts |
Access serials: Allow |
System - Serials |
|
Serial Issues/Standing Order Parts: Create |
Branch - Serials |
|
|
Serial Issues/Standing Order Parts: Access |
Branch - Serials |
|
|
Serial Issues/Standing Order Parts: Modify |
Branch - Serials |
|
|
Serial Issues/Standing Order Parts: Delete |
Branch - Serials |
|
|
Serial holdings records: Access |
Branch - Serials |
|
|
Access serials: Allow |
System - Serials |
|
|
Serial Issues/Standing Order Parts: Access |
Branch - Serials |
|
|
Serial Issues/Standing Order Parts: Delete |
Branch - Serials |
|
|
Serial Issues/Standing Order Parts: Check-in Serial Issues/Standing Order Parts: |
Branch - Serials |
|
|
UnCheck-in |
Branch - Serials |
|
|
Serial holdings records: Access |
Branch - Serials |
|
|
Serial Issues/Standing Order Parts: Modify |
System, Branch |
|
|
Create a bib record from acquisitions and serials: Allow (optional) |
System - Acquisitions |
|
|
Create and delete item records from acquisitions and serials: Allow (if creating item records) |
System - Acquisitions |
|
|
|
Default shelving scheme for new item and holdings records: Allow |
System - Cataloging |
|
Delete serial items linked to issues or parts |
Access serials: Allow |
System - Serials |
|
Serial Issues/Standing Order Parts: Create |
System, Branch - Serials |
|
|
Serial Issues/Standing Order Parts: Access |
System, Branch - Serials |
|
|
Serial Issues/Standing Order Parts: Modify |
System, Branch - Serials |
|
|
Serial Issues/Standing Order Parts: Delete |
System, Branch - Serials |
|
|
Item records: Delete/Undelete |
System, Branch - Serials |
|
|
Create and delete item records from acquisitions and serials: Allow |
System, Branch - Acquisitions |
|
|
Create a route list |
Access serials: Allow |
System - Serials |
|
Route lists: Create |
System, Library, Branch - Serials |
|
|
Serial holdings records: Access |
System, Branch - Serials |
|
|
Route lists: Access |
System, Library, Branch - Serials |
|
|
Modify a route list |
Access serials: Allow |
System - Serials |
|
Route lists: Access |
System, Library, Branch - Serials |
|
|
Route lists: Modify |
System, Library, Branch - Serials |
|
|
Route lists: Modify route status |
System, Library, Branch - Serials |
|
|
Delete a route list |
Access serials: Allow |
System - Serials |
|
Route lists: Access |
System, Library, Branch - Serials |
|
|
Route lists: Delete |
System, Library, Branch - Serials |
|
|
Set up route list defaults |
Access serials: Allow |
System - Serials |
|
Access administration: Allow |
System - System Administration |
|
|
Modify profiles: Allow |
System - System Administration |
|
|
Enter and change serials claiming information in supplier records |
Access serials: Allow |
System - Serials |
|
Suppliers: Create |
Branch - Serials |
|
|
Suppliers: Access |
Branch - Serials |
|
|
Suppliers: Modify |
Branch - Serials |
|
|
Suppliers: Modify postal address fields |
Branch - Serials |
|
|
Generate serials claims |
Access serials: Allow |
System - Serials |
|
Claim alert list: Access |
System - Acquisitions |
|
|
|
Serial issues/standing order An order placed with a vendor or the publisher directly for all publications in a series, all volumes in a set, or all publications of a single publisher. parts: Claim |
System, Branch - Serials |
|
Access serials: Allow |
System - Serials |
|
|
Access administration: Allow |
System - System Administration |
|
|
Modify parameters: Allow |
System - System Administration |
|
|
Access reports and notices: Allow |
System - System Administration |
|
|
Suppliers: Access |
Branch - Serials |
|
|
Suppliers: Modify |
Branch - Serials |
|
|
Generate claim notices |
Access serials: Allow |
System - Serials |
|
|
Access reports and notices: Allow |
System - System Administration |
|
|
Claim alert list: Access |
System - Acquisitions |