Administration Workflow Permissions
This section lists the combinations of permissions needed for specific administration workflows.
Note:
For more information about setting permissions in Polaris, see Permission Strategies.
Workflow |
Required Permissions |
Administration Explorer Security Location |
---|---|---|
Authorize others to set permissions |
Access administration: Allow |
System - System Admin |
Object/task control record: Access |
System - System Admin |
|
Object/task control record: Modify |
System - System Admin |
|
Staff members: Access |
System, Library, Branch - System Admin |
|
System: Access |
System - System Admin |
|
Workstations: Access |
System, Branch - System Admin |
|
Maintain security for a library. These permissions are required to allow individuals to set local permissions. |
Access administration: Allow |
System - System Admin |
Object/task control record: Access |
System - System Admin |
|
Object/task control record: Modify |
System - System Admin |
|
Libraries: Access |
System - System Admin |
|
Branches: Access |
System - System Admin |
|
Groups: Access |
System - System Admin |
|
Staff members: Access |
System, Library, Branch - System Admin |
|
Workstations: Access |
System, Library, Branch - System Admin |
|
Maintain permissions for groups, staff members, and workstations |
Access administration: Allow |
System - System Admin |
Object/task control record: Access |
System - System Admin |
|
Object/task control record: Modify |
System - System Admin |
|
Permission Groups: Access |
System - System Admin |
|
Staff members: Access |
System, Library, Branch - System Admin |
|
Workstations: Access |
System, Library, Branch - System Admin |
|
Create new organizations |
Access administration: Allow |
System - System Admin |
Branches: Access |
System - System Admin |
|
Branches: Create |
System - System Admin |
|
Libraries: Access |
System - System Admin |
|
Libraries: Create |
System - System Admin |
|
Maintain resource groups |
Access administration: Allow Resource Group: Access Resource Group: Create Resource Group: Delete Resource Group: Modify |
System - System Admin System - System Admin System - System Admin System - System Admin System - System Admin |
Maintain system organizational information |
Access administration: Allow |
System - System Admin |
Modify parameters: Allow |
System - System Admin |
|
Modify profiles: Allow |
System - System Admin |
|
System: Access |
System - System Admin |
|
System: Modify |
System - System Admin |
|
Administer system-wide address and contact information (add these permissions to the system maintenance permissions). These permissions can be added to library-level and branch-level administration permissions, but any changes apply to the entire system. |
Access tables: Allow |
System - System Admin |
Modify address table: Allow |
System - System Admin |
|
Modify contact persons table: Allow |
System - System Admin |
|
Modify countries table: Allow |
System - System Admin |
|
Modify dates closed table: Allow |
System - System Admin |
|
Modify postal codes table: Allow |
System - System Admin |
|
Administer record operations and transactions (add these permissions to the system maintenance permissions). These permissions can be added to library-level and branch-level administration permissions. |
Access tables: Allow |
System - System Admin |
Modify object locks table: Allow |
System - System Admin |
|
Modify transaction logging table: Allow |
System - System Admin |
|
Maintain and change organizational information |
Access administration: Allow |
System - System Admin |
Branches: Access |
System - System Admin |
|
Branches: Modify |
System - System Admin |
|
Libraries: Access |
System - System Admin |
|
Libraries: Modify |
System - System Admin |
|
Maintain organizational parameters and profiles |
Access administration: Allow |
System - System Admin |
Branches: Access |
System - System Admin |
|
Libraries: Access |
System - System Admin |
|
Modify parameters: Allow |
System - System Admin |
|
Modify profiles: Allow |
System - System Admin |
|
Administer collections |
Access administration: Allow |
System - System Admin |
Collections: Access |
System - System Admin |
|
Collections: Create |
System - System Admin |
|
Collections: Delete |
System - System Admin |
|
Collections: Modify |
System - System Admin |
|
Administer servers |
Access administration: Allow |
System - System Admin |
Access tables: Allow |
System - System Admin |
|
Modify search databases table: Allow |
System - System Admin |
|
Servers: Access |
System - System Admin |
|
Servers: Modify |
System - System Admin |
|
Servers: Create |
System - System Admin |
|
Servers: Delete |
System - System Admin |
|
Permission Group, Workstation, Staff Member Record Permissions |
||
Administer staff members |
Access administration: Allow |
System - System Admin |
Modify parameters: Allow |
System - System Admin |
|
Modify profiles: Allow |
System - System Admin |
|
Staff members: Access |
System, Library, Branch - System Admin |
|
Staff members: Create |
System, Library, Branch -System Admin |
|
Staff members: Modify |
System, Library, Branch -System Admin |
|
Staff members: Delete |
System, Library, Branch -System Admin |
|
Administer permission groups. Access to Libraries and Branches can be added to administer permission groups. |
Access administration: Allow |
System - System Admin |
Permission Groups: Access |
System - System Admin |
|
Permission Groups: Create |
System - System Admin |
|
Permission Groups: Modify |
System - System Admin |
|
Permission Groups: Delete |
System - System Admin |
|
Staff members: Access |
System, Library, Branch - System Admin |
|
Workstations: Access |
System, Library, Branch - System Admin |
|
Administer workstations |
Access administration: Allow |
System - System Admin |
Modify parameters: Allow |
System - System Admin |
|
Modify profiles: Allow |
System - System Admin |
|
Workstations: Access |
System, Library, Branch - System Admin |
|
Workstations: Create |
System, Library, Branch - System Admin |
|
Workstations: Modify |
System, Library, Branch - System Admin |
|
Workstations: Delete |
System, Library, Branch - System Admin
|
|
Set automatic bib and authority re-indexing during next server upgrade |
Access MARC Re-index during next server upgrade: Allow |
System - System Admin |
Set MARC validation rules and policies |
Access administration: Allow |
System - System Admin |
Modify profiles: Allow |
System - System Admin |
|
Access MARC Validation: Authority: Allow |
System - System Admin |
|
Access MARC Validation: Bibliographic: Allow |
System - System Admin |
|
MARC Validation: Authority - insert row: Allow |
System - System Admin |
|
MARC Validation: Authority - modify row: Allow |
System - System Admin |
|
MARC Validation: Authority - delete row: Allow |
System - System Admin |
|
MARC Validation: Bibliographic - insert row: Allow |
System - System Admin |
|
MARC Validation: Bibliographic - modify row: Allow |
System - System Admin |
|
MARC Validation: Bibliographic - delete row: Allow |
System - System Admin |
|
Set duplicate catalog record detection criteria |
Access administration: Allow |
System - System Admin |
Access tables: Allow |
System - System Admin |
|
Modify bibliographic deduplication table: Allow |
System - System Admin |
|
Modify bibliographic tags to retain/delete tables: Allow |
System - System Admin |
|
Modify authority overlay retention table: Allow |
System - System Admin |
|
Modify authority record import: preferred cataloging source A code stored in tag 040 $a that tells who created the record. These codes are governed by the MARC code list for libraries.: Allow |
System - System Admin |
|
Set miscellaneous catalog record policies |
Access administration: Allow |
System - System Admin |
Access tables: Allow |
System - System Admin |
|
Modify call number hierarchy table: Allow |
System - System Admin |
|
Modify item price hierarchy table: Allow |
System - System Admin |
|
Modify item block descriptions table: Allow |
System - System Admin |
|
Modify initial articles table: Allow |
System - System Admin |
|
Modify import blackout times |
System - System Admin |
|
Set label configuration profiles |
Access administration: Allow |
System - System Admin |
Modify profiles: Allow |
System - System Admin |
|
You may limit access to a subset of these levels: Branches: Access Libraries: Access System: Access Workstations: Access Staff members: Access |
Various levels - System Admin
|
|
Set up circulation codes and labels (add these permissions to the system maintenance permissions). These permissions can be added to library and branch level administration permissions, but any changes apply to the entire system. |
Access tables: Allow |
System - System Admin |
Modify circulation status table |
System - System Admin |
|
Modify claim reason table: Allow |
System - System Admin |
|
Modify fee descriptions table: Allow |
System - System Admin |
|
Modify fine codes table: Allow |
System - System Admin |
|
Modify hold status table: Allow |
System - System Admin |
|
Modify item block descriptions table: Allow |
System - System Admin |
|
Modify patron codes table: Allow |
System - System Admin |
|
Modify patron stop descriptions table: Allow |
System - System Admin |
|
Modify material types table: Allow |
System - System Admin |
|
Modify loan period codes table: Allow |
System - System Admin |
|
Modify patron statistical class codes table: Allow |
System - System Admin |
|
Modify NCIP User Privilege Types table: Allow |
System - System Admin |
|
Maintain circulation limits, rates, and schedules (add these permissions to the system maintenance permissions). These permissions can be added to library and branch level administration permissions. |
Access tables: Allow |
System - System Admin |
Modify fines table: Allow |
System - System Admin |
|
Modify loan periods table: Allow |
System - System Admin |
|
Modify patron/materials type loan limit blocks table: Allow |
System - System Admin |
|
Modify payment methods table: Allow |
System - System Admin |
|
Set policies for floating collections |
Access administration: Allow |
System - System Admin |
Access tables: Allow |
System - System Admin |
|
Modify floating material type limits table: Allow |
System - System Admin |
|
Modify floating material types table: Allow |
System - System Admin |
|
Modify floating to branch table: Allow |
System - System Admin |
|
Maintain self-check attributes |
Access administration: Allow |
System - System Admin |
Access tables: Allow |
System - System Admin |
|
Modify self check material types table: Allow |
System - System Admin |
|
System: Access |
System - System Admin |
|
Maintain notice settings |
Access administration: Allow |
System - System Admin |
Access reports and notices: Allow |
System - System Admin |
|
Access tables: Allow |
System - System Admin |
|
Modify profiles: Allow |
System - System Admin |
|
Modify notification dates not to call table: Allow |
System - System Admin |
|
Modify notification local area codes table: Allow |
System - System Admin |
|
Modify notification local prefix table: Allow |
System - System Admin |
|
System: Access |
System - System Admin |
|
Maintain hold request routing schedule |
Access administration: Allow |
System - System Admin |
System: Access |
System - System Admin |
|
Access tables: Allow |
System - System Admin |
|
Modify holds routing sequence table: Allow |
System - System Admin |
|
Edit hold request status descriptions |
Access administration: Allow |
System - System Admin |
System: Access |
System - System Admin |
|
Access tables: Allow |
System - System Admin |
|
Modify hold status table: Allow |
System - System Admin |
|
Set up and maintain course reserve functions |
Access administration: Allow |
System - System Admin |
Access tables: Allow |
System - System Admin |
|
Modify course reserve tables: Allow |
System - System Admin |
|
Modify parameters: Allow |
System - System Admin |
|
Specify mobile phone service carriers for selection in the Patron Registration workform and when patrons register or update their account information from the PAC |
Access administration: Allow |
System - System Admin |
Access tables: Allow |
System - System Admin |
|
Modify mobile phone carriers: Allow |
System - System Admin |
|
Set up and maintain outreach service functions |
Access administration: Allow |
System - System Admin |
Access tables: Allow |
System - System Admin |
|
Modify outreach services tables: Allow |
System - System Admin |
|
Modify parameters: Allow |
System - System Admin |
|
Administer NCIP - Map data to Polaris data and set parameters |
Access administration: Allow |
System - System Admin |
Access tables: Allow |
System - System Admin |
|
Modify NCIP medium types incoming table: Allow |
System - System Admin |
|
Modify NCIP medium types outgoing table: Allow |
System - System Admin |
|
Modify NCIP user privilege types table: Allow |
System - System Admin |
|
Modify NCIP Payment Types table: Allow |
System - System Admin |
|
Modify NCIP Fiscal Action Types table: Allow |
System - System Admin |
|
Modify SIP Payment Types table: Allow |
System - System Admin |
|
Maintain catalog results settings |
Access administration: Allow |
System - System Admin |
System: Access |
System - System Admin |
|
Access tables: Allow |
System - System Admin |
|
Modify shelf locations table: Allow |
System - System Admin |
|
Modify cross reference display constants table: Allow |
System - System Admin |
|
Modify item availability display order table: Allow |
System - System Admin |
|
Maintain catalog search settings |
Access administration: Allow |
System - System Admin |
Access tables: Allow |
System - System Admin |
|
Modify search databases table: Allow |
System - System Admin |
|
System: Access |
System - System Admin |
|
Set up and modify override phrases for Did You Mean search suggestions in the PAC |
Access administration: Allow |
System - System Admin |
Access tables: Allow |
System - System Admin |
|
Modify did you mean overrides table: Allow |
System - System Admin |
|
Set up PAC displays for bibliographic and community information searches and search results |
Access administration: Allow |
System - System Admin |
Modify profiles: Allow |
System - System Admin |
|
Modify bibliographic record title displays: Allow |
System - System Admin |
|
Modify community record title displays: Allow |
System - System Admin |
|
Modify and create display entities: Allow |
System - System Admin |
|
Modify product page categories: Allow |
System - System Admin |
|
Modify PAC limit by display table: allow |
System - System Admin |
|
Modify PAC community limit by display table: allow |
System - System Admin |
|
System: Access |
System - System Admin |
|
Enter or edit geographic coordinates for organizations that might be displayed with the Map It (Google Maps) feature in Polaris PowerPAC |
Access administration: Allow |
System - System Admin |
Access tables: Allow |
System - System Admin |
|
Modify geographic coordinates table: Allow |
System - System Admin |
|
System: Access |
System - System Admin |
|
Maintain acquisitions settings |
Access administration: Allow |
System - System Admin |
Access tables: Allow |
System - System Admin |
|
Modify links to supplier databases: Allow |
System - System Admin |
|
Modify donation fund category table: Allow |
System - System Admin |
|
Modify currencies table: Allow |
System - System Admin |
|
System: Access
|
System - System Admin |
|
Serials Administration Permissions |
||
Set parameters and profiles related to Serials |
Access administration: Allow |
System - System Admin |
Modify parameters: Allow |
System - System Admin |
|
Modify profiles: Allow |
System - System Admin |
|
System: Access |
System - System Admin |
|
Use Polaris Language Editor (Web Admin) to customize language strings for Polaris products |
WebAdmin access: Allow |
System - System Admin |