Permissions Used by Sierra
The tables below list each permission used by Sierra and the task or function that the permission is associated with. The system uses permissions to control which users are authorized to perform specific tasks. To assign permissions to users, see Administering User Permissions and Administering Global Permissions.
Each Permission Functions Independently
Each permission authorizes a user to perform only the specified task or function. It does not affect the functionality controlled by other permissions.
To view a list of permissions, click one of the following:
Number | Name | Task/Function | Additional Information |
---|---|---|---|
181 | Access review files | This permission is deprecated. | n/a |
198 | Access to web-based documentation | Access the Web-based documentation. | |
310 | Add Message at Checkout | Add MESSAGE variable-length field to an item at checkout. | Adding Messages at Checkout |
70 | Add orders to selection records | Modify copy, fund, or location information for orders under consideration (STATUS '1'). | Adding Copies to Selection List Records |
402 | Additional Courtesy Notices | Send additional courtesy notices. | Courtesy Notices |
362 | Adjustments | Print fine/bill adjustment notices. | Using Circulation Notices |
1007 | Administer Comments | Administer Encore Community Comments. | Administering Community Comments (Encore Staff Guide) |
226 | Administer Electronic Holdings | Create new bibliographic and holdings records when updating the catalog. | Electronic Holdings Administration |
607 | Administer Password Policies | Set system policies for login passwords. | Setting Password Policies |
1020 | Administer Patron Type | Administer Encore patron functions. | Patron Administration (Encore Staff Guide) |
1008 | Administer Reviews | Administer Community Reviews | Administering Community Reviews |
1006 | Administer Tags | Administer Encore Community Tags . | Administering Community Tagging (Encore Staff Guide) |
272 | Advanced System Administration | Access Advanced System Administration. | Administration |
199 | Allow Z39.50 searches | Search remote databases. In addition, your library must have a Z39.50 client. | Searching for Records in a Remote Database |
15 | Analyze patron searches | View patron statistics and User Functions reports. | Web Management Reports |
1052 | API Consumers Administration | Administer Sierra API client keys. | Administering Sierra API Client Keys |
704 | ArticleReach Statistics Export | Export request details for all locations. | ArticleReach |
703 | ArticleReach Statistics Reports | View ArticleReach Statistics. | ArticleReach |
365 | ASRS Maintenance | Add and remove items from the ASRS machine. | Adding and Removing Items from the ASRS Machine |
61 | Authorized to checkin billed items | Check in a billed item. Note that the system only requires this permission if the Check-in: Authorization required to check in billed item circulation option is set to "YES". | Checking In a Billed Items |
366 | Auto Notices | Create, edit, or prepare auto notice jobs. | Using Circulation Notices |
1005 | Backup Now and Initialize tape | Back up now and initialize a backup tape. | Administering Servers |
147 | Batch Cancel Orders |
(Sierra 6.2 and later) Cancel orders in batch. In addition to this permission, you must also have the following to batch cancel orders:
|
Batch Cancelling Orders |
59 | Batch Checkin | Use the Batch Check-in function. | Batch Check-In of Items in a Review File |
788 | Batch update holds | Batch update holds using the Manage Holds function. | Batch Updating Holds |
361 | Bills | Print bills. | Using Circulation Notices |
89 | Bind serials | Serials binding including viewing the bibliographic record associated with the serial. | Binding Serials |
392 | Bookings Maintenance | Access the Bookings Maintenance function. | Viewing Bookings in Bookings Maintenance |
390 | Bookings Preparation | Edit the Bookings Preparation table. | Bookings Preparation Table |
79 | Cancel upon vendor notification | Cancel an order when a vendor notifies you that the item will not be available. | Cancelling Orders Upon Notification |
370 | Change Hold Priority | Change the priority of a hold (that is, resequence a hold queue). | Resequencing a Hold Queue |
787 | Change Password | Change Password. | Changing Your Sierra Desktop Password |
772 | Change Waitlist Priority | Change patron priority on the waitlist. | Program Registration |
1055 | Check in (No Patron)1 | Access the Check-In (No Patron) function. | Checking In Items - No Patron |
146 | Checkin options | Edit checkin cards when editing existing checkin records. You must also have permission to update checkin records (permission 144). | Editing Checkin Cards |
311 | Circ Parameters Administrator | Protect certain Circulation Parameters tables for each location served so that these tables can be edited only by library staff at that location. Protectable tables are: Days Closed, Hours Open, Loan Rule Determiner, Loan Rules, Text of Circulation Notices. | Maintaining Circulation Parameters |
254 | Circa Checkin | Check in some items from a wireless device. | Circa |
255 | Circa Checkout | Check out some items from a wireless device. | Circa |
252 | Circa Count Inhouse Use | Count in-house item use from a wireless device. | Circa |
251 | Circa Inventory Control | Update item inventory date and item status from a wireless device. | Circa |
256 | Circa Patron Info | View patron messages during checkout from a wireless device. | Circa |
253 | Circa Rapid Update | Update item status, location, item message, message, and/or note values from a wireless device. | Circa |
1054 | Circulation Desk1 | Access the Circulation Desk function. | Checking Out Items |
44 | Circulation financial functions | Add a manual charge to a patron's record. | Adding a Manual Charge |
31 | Circulation parameters | Access the Circulation Parameters menu in the Admin Corner. | Admin Corner |
17 | Circulation statistics | View circulation statistics and Forwarding Service reports. | Web Management Reports |
88 | Claim overdue issues | Serials claiming including viewing the bibliographic record associated with the serial and sending claims. | Claiming Serials |
148 | Claim/cancel orders | Claim and cancel orders. | Claiming and Cancelling Orders |
46 | Claims returned | Claim an item returned. | Claiming Items Returned |
305 | Clear All Headings Reports | Clear all headings reports without first creating the reports. | Using Headings Reports |
1038 | Clear Autonotices Log | Clear the Autonotices log file. | Administering System Files |
1037 | Clear Circulation Overrides | Clear the Circulation Override file. | Administering System Files |
1058 | Clear Expired Holds and Holdshelf1 | Access the Clear Expired Holds and Holdshelf function. | Clearing Defunct Holds |
313 | Clear Fines Database | Clear the entries displayed in the Fines Paid function from the database. | Viewing All Fines Paid |
1042 | Clear Link Maintenance Report | Clear the Link Maintenance Report file. | Administering System Files |
1040 | Clear Patron Suggestions | Clear the Patron Suggestions file. | Administering System Files |
271 | Clear record links maintenance log | Clear the Link Maintenance Report. | Viewing the Link Maintenance Report |
1039 | Clear SUSHI Harvest Log | Clear the SUSHI Harvest log file. | Administering System Files |
1036 | Clear System Messages | Clear the System Message file. | Administering System Files |
95 | Collect fines | Collect fines during check-in or from the Fines tab. Note that the system only requires this permission if the Fines/Bills: Authorization required to collect circulation option is set to "YES". | Collecting Money for Fines |
368 | Collection Agency | Access the Collection Agency function. | Generating Collection Agency Reports |
571 | Community Manager Patron Reviews | Access Community Manager for Community Reviews. | Using Community Reviews |
1062 | Count Use - Photocopies by Patron1 | Access the Count Use - Photocopies by Patron function. | Incrementing Patron Copy Use Count |
48 | Course Reserves | Use the Course Reserves function. | Maintaining Reserve Lists in Course Reserves |
398 | Courtesy Notices | Print courtesy notices. | Using Circulation Notices |
555 | Coverage Edit | Edit the Coverage Database. | Editing the Coverage Table |
556 | Coverage Load | Load the Coverage Database. | Loading Coverage Data |
557 | Coverage View | View the Coverage Database. | Maintaining Coverage Data for Resources |
193 | Create images (ECR/Scanning Workstation) | Insert article fields into bibliographic records using the Global Update function. | Inserting Variable-length Fields |
112 | Create authority records | Create authority records. | Creating Authority Records in Cataloging |
102 | Create bibliographic records | Create bibliographic records. | Creating Bibliographic Records in Cataloging |
142 | Create checkin records | Create holdings (checkin) records. | Creating Checkin Records |
232 | Create Contact Records | Create contact records. | Managing Contact Information for Resources |
172 | Create course records | Create course records. | Creating a Course Record |
1060 | Create Homebound Report1 | Access the Create Homebound Patron Report function. | Creating the Homebound Patron Report |
122 | Create item records | Create item records. | Creating Item Records
|
1041 | Create Keyword Synonyms | Create keyword synonyms. | Administering System Files |
640 | Create Lists Limited | Use, but not create, search templates in Create Lists. Limited users cannot construct new Create Lists queries, or view, sort, list, or export review files authored by other users. | Working with Saved Search Templates |
18 | Create lists of records | Create lists (review files) for all record types. See also permission 186 (Review file list administrator). | Creating Lists (Review Files) |
641 | Create Lists Template Administration | Create, edit, and delete search templates in Create Lists. | Working with Saved Search Templates |
721 | Create Login | Create logins. | Administering Users |
132 | Create order records | Create order records. Note that this permission overrides permission 191. | Creating Order Records |
162 | Create patron records | Create patron records. | Creating a Patron Record |
752 | Create Program Records | Create program records. | Program Registration |
222 | Create Resource license | Create license records. | Managing Licenses |
212 | Create Resource records | Create resource records. | Managing Resource Providers |
762 | Create Section Records | Create section records. | Program Registration |
19 | Create statistical reports | Create statistical reports using the Statistics function. | Statistics |
275 | Create templates | Create templates. | Creating Record Templates |
412 | Create Vendor Records | Create vendor records. | Creating Vendor Records |
782 | Create Volume Records | Create volume records. | Creating Records |
1045 | Customize JS, colors, links, logos, and locations | Customize Encore colors, javascripts, logos, location maps, and custom links. | Customizing Encore (Encore Staff Guide) |
1255 | Customize Sierra Facet Display | Access the facet display settings in the Sierra Admin App and Sierra Desktop Application. | Customizing Facet Display Settings and Facet Display Settings. |
1049 | Decision Center Administrator | Use Decision Center tools and reports, as well as administrative functions. | Decision Center Administration (Decision Center Guide & Reference) |
1048 | Decision Center User | Use Decision Center tools and reports. | Using Tools and Creating Reports (Decision Center Guide & Reference) |
115 | Delete authority records | Delete authority records. | Deleting Records |
108 | Delete bib and all linked records | Delete bib record and all links to that bib record. | Deleting Records |
417 | Delete Cancelled Orders | Delete cancelled orders records (orders with a STATUS of 'z'). | Deleting Records |
105 | Delete cataloged bib records | Delete cataloged bib records. | Deleting Records |
145 | Delete checkin records | Delete holdings (checkin) records. | Deleting Records |
235 | Delete Contact Records | Delete contact records. | Deleting Records |
175 | Delete course records | Delete course records. | Deleting Records |
196 | Delete images (ECR/Scanning Workstation) | Delete articles, or delete article fields from bibliographic records using the Global Update function. | Deleting Scanned Articles |
125 | Delete item records | Delete item records. | Deleting Records |
723 | Delete Login | Delete logins. | Administering Users |
135 | Delete order records | Delete order records. | Deleting Records |
165 | Delete patron records | Delete patron records. | Deleting Records |
285 | Delete Print Templates | Delete print templates. | Administering Print Templates Settings |
755 | Delete Program Records | Delete program records. | Program Registration |
25 | Delete records of any type | Delete records using the Delete Records function. | Delete Records |
218 | Delete Resource and all links | Delete a resource record and all records attached to the resource record. | Deleting Records |
225 | Delete Resource license | Delete license records. | Deleting Records |
215 | Delete Resource records | Delete resource records. | Deleting Records |
765 | Delete Section Records | Delete section records. | Program Registration |
277 | Delete templates | Delete templates. | Deleting Record Templates |
106 | Delete uncataloged bib records | Delete uncataloged bib records. | Deleting Records |
415 | Delete Vendor Records | Delete vendor records. | Deleting Vendor Records |
785 | Delete Volume Records | Delete volume records. | Maintaining Records |
87 | Display vendor information | Access the Vendor Activity Reports in Web Management Reports. | Viewing Vendor Activity Reports |
331 | Do Not Fulfill Holds (Check In) | Enable Check In (Do Not Fulfill Holds) functionality in the Check In (No Patron) function. | Checking In Items - Do Not Fulfill Holds |
487 | E-checkin | Access the E-Checkin function. | Serials E-Checkin Overview |
657 | Edit Agency Codes | Edit the Agency Codes table. | Agency Codes Table |
387 | Edit Automated Self Check-Out Files | Edit the Automated Self Check-Out Messages messages. | Automated Self Check-Out Messages Table |
659 | Edit Box Status Labels | Edit the box status labels. | Serials |
668 | Edit Branch Addresses | Edit the Branch Addresses table. | Branch Addresses Table |
652 | Edit Branches | Edit the Branches table. | Branches Table |
661 | Edit Claim Cycle Values | Edit the Claim Cycle Values file. | Claim Cycle Values Table |
700 | Edit Collection Agency Settings | Edit the Collection Agency Settings file and mark a patron record for Collection Agency Exclusion. | Collection Agency Settings Table |
653 | Edit Country Codes | Edit the Country Codes table. | Country Codes Table |
554 | Edit Coverage Conversion Rules | Edit the Coverage Spreadsheet Conversion Rules. | Editing the Coverage Spreadsheet Conversion Rules |
374 | Edit Days Closed | Edit the Days Closed table. | Days Closed Table |
386 | Edit Deposit Collection Map | Edit the Deposit Collection Map table. | Deposit Collection Map |
701 | Edit Email Subject | Edit the Email Subject table. | Email Subject Table |
685 | Edit ERM autostat file | Edit the user statistics configuration file. | Automatically Importing Usage Statistics |
690 | Edit ERMtickler | Edit the ERM Tickler table. | Using Email Reminders |
662 | Edit External Fund Codes | Edit the External Fund Codes file. | External Funds Codes Table |
655 | Edit Fixed-Length Codes | Edit the Fixed-Length Codes file, the Item Status Codes table, and the Material Types table. | |
644 | Edit Fixed-length Field Names | Edit the Fixed-length Field Names table. | Fixed-length Field Names Table |
676 | Edit Float Determiner Table | Edit the Float Determiner table. | Float Determiner Table |
663 | Edit Foreign Currency Codes and Rates | Edit the Foreign Currency Codes and Rates file. | Foreign Currency Codes and Rates |
687 | Edit Held Item Delivery Locations | Edit the Held Item Delivery Locations table. | Held Item Delivery Locations Table |
384 | Edit Hold Pickup Locations | Edit the Hold Pickup Locations table. | Hold Pickup Locations Table |
388 | Edit Hold Thresholds | Edit the Hold Thresholds table. | Hold Thresholds Table |
695 | Edit Holdings Update Identifiers | Edit the Holdings Update Identifiers table. | Holdings Update Identifiers |
375 | Edit Hours Open | Edit the Hours Open table. | Hours Open Table |
645 | Edit Index Labels | Edit the Index Labels table. | Index Labels Table |
692 | Edit INN-Reach Central Request Balancing | Maintain the Request Balancing table on the INN-Reach Central Server. | Request Balancing Table |
693 | Edit INN-Reach Item Type Mapping File | Maintain the Item Type Mapping File on the INN-Reach Central Server. | Item Type Mapping File |
691 | Edit INN-Reach Loan Rules | Maintain the Pickup Anywhere Rule Selection table on the INN-Reach Central Server. | Pickup Anywhere Rule Selection Table |
694 | Edit INN-Reach Patron Type Mapping File | Maintain the Patron Type Mapping File on the INN-Reach Central Server. | Patron Type Mapping File |
680 | Edit Inventory Express Table | Edit the Inventory Express table. | Inventory Express Table |
656 | Edit Item Types | Edit the Item Types table. | Item Types Table |
654 | Edit Language Codes | Edit the Language Codes table. | Language Codes Table |
378 | Edit Library Priority | Edit the Library Priority table. | Library Priority Table |
377 | Edit Loan Rule Determiner | Edit the Loan Rule Determiner table. | Loan Rule Determiner Table |
376 | Edit Loan Rules | Edit the Loan Rules table. | Loan Rules Table |
722 | Edit Login | Edit logins. | Administering Users |
705 | Edit Material Type Icons | Edit the Material Type Icons table. | Defining Material Type Icons |
683 | Edit Multi Selection Group | Edit the Multiselection Groups table. | Multiselection Groups Table |
686 | Edit Multi-value Variable-length Field Values | Edit lists of values for some resource and license record variable-length fields. | Maintaining Multi-value Variable-length Field Values |
688 | Edit Organization Records | Link patron records to organization records. | Organization Records |
379 | Edit Patron Blocks | Edit the Patron Blocks table. | Patron Blocks Table |
775 | Edit Patron Eligibility Table | Edit the Patron Eligibility table. | Program Registration |
91 | Edit patron in check-out | Create patron record on-the-fly. | Creating Patron Records On-The_Fly |
673 | Edit Patron Type | Edit the Patron Type table. | Patron Type Table |
312 | Edit Payment Types | Edit the Payment Types table. | Payment Types Table |
674 | Edit Pcode 3 | Edit the Pcode 3 table. | Pcode 3 Table |
675 | Edit Pcode 4 | Edit the Pcode 4 table. | Pcode 4 Table |
774 | Edit Predefined Broadcast Email Text | Edit the Predefined Broadcast Email Text table. | Program Registration |
382 | Edit Predefined Charges | Edit the Predefined Charges table. | Predefined Charges Table |
383 | Edit Predefined Routes | Edit the Predefined Routes table. | Predefined Routes Table |
776 | Edit Program Type Table | Edit the Program Type table. | Program Registration |
664 | Edit RLOC-BLOC Addresses | Edit the Receiving and Billing Locations table. | |
669 | Edit Special Field Defaults | Edit the default values for special fields. | Maintaining Special Field Defaults |
380 | Edit Text of Circulation Notices | Edit the Text of Circulation Notices table. | Text of Circulation Notices Table |
381 | Edit Time to Reshelve | Edit the Time to Reshelve table. | Time to Reshelve Table |
47 | Edit TNS location map file | Edit the TNS location map file. | Editing the TNS Location Map File |
666 | Edit Use Tax Rates | Edit the Use Tax Rates file. | Acquisitions |
684 | Edit Value Added | Edit the Value Added table. | Value Added Table |
643 | Edit Variable-length Field Names | Edit the Variable-length Field Names table. | Variable-length Field Names Table |
682 | Edit Vendor Messages | Edit the Vendor Messages table. | Vendor Messages Table |
665 | Edit Vendor SAN File | Edit the Vendor SAN file. | Library SAN File |
696 | Edit Web Access Management-Forward Table | Edit the Web Access Management Forward Table. | Editing the Forward Table |
697 | Edit Web Access Management-Unverified Patron Table | Edit the Web Access Management Unverified Patron table. | Changing Unverified Patron Table for Web Access Management |
698 | Edit Web Access Management-Verified Patron Table | Edit the Web Access Management Verified Patron table. | Changing the Verified Patron Table for Web Access Management |
660 | Edit Web Links (Acquisitions) | Edit the Web Links file. | Box Status Labels Table |
773 | Email Registrants and/or Waitlist | Send email to registrants and/or patrons on the waitlist. | Program Registration |
1053 | Encore Cloud Administration | Not currently used. | Not currently used. |
393 | Events Maintenance | Access the Bookings Event Maintenance function. | Viewing Bookings in Bookings Event Maintenance |
56 | Examine Fines Paid file | View history of fines paid by a patron. | Viewing a Patron's History of Fines Paid |
273 | Export MARC Records | Export an individual MARC record to the local PC. | Exporting an Individual MARC Record |
330 | Extend Due Date (Rapid Update) | Extend the due dates of a batch of items from a review file. | Extending Item Due Dates |
360 | Fines | Print fine notices. | Using Circulation Notices |
405 | Fiscal Close | Access the Fiscal Close function. | Fiscal Closing |
29 | Free records in use by system | Free busy records. | Freeing Records in Use |
85 | Fund file maintenance | Maintain the table of fund codes and create groups of funds and vendors. | Editing Records |
86 | Fund Reports | Manage Financial Reports for individual funds and hierarchies. | Viewing Financial Reports |
57 | Globally purge fines | Remove outstanding patron fines and manual charges based on certain criteria. | Globally Purging Charges |
184 | Globally update headings | Access the Global Update function. | Globally Updating Records |
372 | Held Item Delivery - Manage | Access the Manage Items In-Transit function. | Held Item Delivery |
371 | Held Item Delivery - Receive | Access the Receive Items function. | Held Item Delivery |
317 | High-Demand Holds Report | Generate High-Demand Holds reports. | Generating High-Demand Holds Reports |
355 | Hold Cancellations | Print hold cancellation notices. | Using Circulation Notices |
354 | Hold Pickup | Print hold pickup notices. | Using Circulation Notices |
45 | Holds management | Place, cancel, modify, transfer, or change priority of holds; clear the holdshelf; and view outstanding holds. | Managing Holds |
352 | Hourly Overdue | Print hourly overdue notices. | Using Circulation Notices |
65 | ILL Administration | Delete ILL requests, free ILL requests, or send ARTEmail requests. | Freeing ILL Requests |
284 | Import/export Print Templates | Import/export print templates. | Administering Print Templates Settings |
1056 | INN-Reach - Return Unwanted Item1 | Access the INN-Reach - Return Unwanted Item function. | Returning an Unwanted INN-Reach Item |
357 | INN-Reach paging slips | Print INN-Reach paging slips. | Using Circulation Notices |
340 | INN-Reach Reports | View INN-Reach circulation loan reports. | Creating INN-Reach Circulation Loan Reports |
177 | Invoice administrator | Resume suspended invoices for which you are not the owner. | Editing Suspended and Finished Invoices |
120 | IR Pickup Anywhere | Access the Pickup Anywhere function. | Pickup Anywhere for INN-Reach |
119 | IR Remote site checkout1 | Access the INN-Reach - Check Out to Remote Site function. | Checking Out an Item to a Remote Site |
116 | IR remove unwanted item | Deprecated in Sierra. See permission 1056. | |
117 | IR remove virtual/cncl norereq | INN-Reach function to delete virtual items and cancel holds without re-request. | Deleting Virtual Items |
118 | IR Visiting patron | Access the INN-Reach - Check Out to Visiting Patron function. | Checking Out an Item to a Visiting Patron |
358 | Item Page Lists | Print item paging lists. | Using Circulation Notices |
126 | Link additional bib records | Link additional item records to a bibliographic record. | Linking Items to Additional Bibliographic Records |
230 | Link additional resource records | Link license records to additional resource records. | Linking License Records to Additional Resource Records |
217 | Link external files | Attach a record or related records to resource records. | Soft Linking Records in ERM |
68 | Load Profile Maintenance | Create and update load tables, translation/mapping tables, and activate LOAD buttons in Data Exchange. | Load Tables |
69 | Load Records via Local Profiles | Load records using a local profile. | Load Tables |
170 | Log out of Express Lane | Shut down Express Lane. | Express Lane |
187 | Login manager | Access the Authorizations and Authentications function. Controls access to the user options menus available in the SDA at Admin | Options. | Administering User Accounts |
53 | Lost books | Mark an item as lost. | Marking Items as Lost |
13 | Maintain scopemenu/Scope authorities |
View the scope rules defined on your system and edit the scope menu. In Sierra 6.2 and later, you can also edit the locations associated with scope rules. |
Maintain Scope Menu |
189 | Maintain selector records | Add or modify selector records. | Creating Authorized Selectors |
769 | Manage attendance | Track attendance for sessions. | Tracking Attendance |
202 | Management Field Access | Access fields restricted for viewing and editing. | Viewing and Editing Restricted Variable-length Fields |
359 | Manual Fines | Print manual fine notices. | Using Circulation Notices |
130 | Materials Booking | Access Materials Booking functions. | Materials Booking |
602 | Media Add | Add media sets and files to bibliographic records. | Media Management |
604 | Media Delete | Delete media sets and files from bibliographic records. | Media Management |
603 | Media Modify | Modify media sets and files. | Media Management |
601 | Media View | View, but not modify, media sets and files. | Media Management |
36 | Merge patrons | Combine information from two patron records into one record. | Merging Duplicate Patron Records |
632 | MetaData Add | Add metadata records. | MetaData Builder |
635 | MetaData Builder | Load multiple bibliographic records from a single Resource Description Framework (RDF) file. | MetaData Builder |
634 | MetaData Delete | Delete metadata records. | MetaData Builder |
633 | MetaData Modify | Modify metadata records. | MetaData Builder |
631 | MetaData View | View, but not edit, metadata records. | MetaData Builder |
367 | Mobile Collections Management | Access the Mobile Collections function. | Using Mobile Collections |
1254 | Mobile Worklists Checkin | Checkin items using Mobile Worklists. | Checking In Items in Mobile Worklists |
391 | Modify Bookings | Modify bookings. | Modifying Bookings |
724 | Modify Groups | Edit login groups. | Administering Global User Groups |
771 | Modify Session | Schedule, modify, and delete sessions. | Program Registration |
201 | Modify URLBlock | Modify the list of URLs to exclude from URL Checker reports. | Blocking URLs |
302 | Modify URLCheck | Perform any function in URL Checker. | Updating URLs |
152 | Move records in summary list | Rearrange a bibliographic record's attached records. | Display of Bibliographic Records |
58 | Notice History | View history of notices sent by your library. | Viewing Notice History |
337 | Opt Out SMS Subscriptions | Opt patrons out of SMS Alerts. | Opting Patrons Out of SMS Alerts |
396 | Organization Charges | Print organization charges. | Using Circulation Notices |
407 | Output Vouchers | Output vouchers to disk or via FTP. | Outputting Vouchers |
351 | Overdue | Print overdue notices. | Using Circulation Notices |
364 | Overdues Report | Access the Overdues Report function. | Creating Overdues Reports |
96 | Override check-in date | Backdate checked in items. Note that the system only requires this permission if the Check-in: Authorization required to backdate check-ins circulation option is set to "YES". | Backdating Checked-in Items |
97 | Override due date | Override the calculated due date for items. Note that the system only requires this permission if the Check-out: Authorization required to alter due date circulation option is set to "YES". | Overriding the Calculated Due Date |
92 | Override hold blocks | Override the following types of hold blocks:
|
Possible Blocks When Checking Out an Item |
168 | Override manual blocks (circ) | Override manual patron blocks. Note that the system only requires this permission if the Check-out: Authorization required to override manual block circulation option is set to "YES". | Blocking Patrons |
98 | Override patron blocks | Override patron blocks. Note that the system only requires this permission if the Check-out: Authorization required to override patron block circulation option is set to "YES". | Possible Blocks when Checking Out an Item |
99 | Override recall date | Change the due date for a recalled item. Note that the system only requires this permission if the Recalls: Authorization required to alter due date of recall circulation option is set to "YES". | Recalling an Item |
608 | Override record validity checks | Override warnings or errors presented when a record fails a validity check. | Maintaining Records |
356 | Page Slips | Print paging slips. | Using Circulation Notices |
188 | Password administrator | Set passwords for other logins. | Administering Basic Info |
30 | Passwords and authorizations | Change user passwords and edit user permissions. | Administering Users |
1018 | Pathfinder Pro Admin | Edit Pathfinder Pro. | Accessing the Pathfinder Pro Admin Application |
1017 | Pathfinder Pro View | View-only access to Pathfinder Pro. | Accessing the Pathfinder Pro Admin Application |
178 | Post invoices | Post an invoice processing session. | Posting an Invoice Processing Session |
282 | Preview print templates | When combined with permission 283 (Update print templates tab), allows the user to preview print templates, move templates between the Preferred and Other Templates lists, and select the Output Type, Use Print Templates, and Select Template options. | Administering Print Templates Settings |
180 | Print batch of item labels | Print a batch of item labels. | Printing Batch Labels |
75 | Print purchase orders | Print or send purchase orders. Sending purchase orders also requires permission for 72 (Sends orders electronically). | Printing Purchase Orders |
408 | Print Vouchers | Print vouchers. | Outputting Vouchers |
81 | Print worksheets | Print records using the Print Worksheets feature. | Printing Records |
84 | Process Electronic Invoices | Process electronic invoices. | Electronic Invoice and Approval Processing |
64 | Process ILL requests | Access Interlibrary Loan functions. | Overview of ILL Workflow |
78 | Process invoices | Enter and maintain invoices. This permission also is needed for performing a fiscal closing. | Creating Invoices |
190 | Process patron recommendations | Approve, acquire, and deny patron recommendations. | Processing Recommendations |
51 | Process PC transactions | Use the Offline File Processing function. | Processing Offline Files |
303 | Purge Headings Report Entries | Clear all entries from a headings report. | Using Headings Reports |
8 | Rapid updating | Perform rapid updating. | Rapid Updating of Records |
76 | Rapid Updating (ACQ) | Access the Rapid Update function. | Receiving Orders using Rapid Update |
16 | Read patron suggestions | View patron suggestions using the Recommend function. | Processing Recommendations |
24 | Read/write MARC records | Import and export MARC records using Data Exchange. | Data Exchange: Importing and Exporting Records |
353 | Recall | Print recall notices. | Using Circulation Notices |
127 | Receive/add item | Access the Receive and Add Items function. | Receiving Orders and Creating Items |
576 | Refresh CAS changes | Incorporate changes and refresh display of Innovative Integrated Login pages. | Refreshing Web Applications |
573 | Refresh Ecommerce changes | Incorporate changes and refresh display of Ecommerce pages. | Refreshing Web Applications |
574 | Refresh Program Registration changes | Incorporate changes and refresh display of Program Registration pages. | Refreshing Web Applications |
572 | Refresh Research Pro changes | Incorporate changes and refresh display of Research Pro pages. | Refreshing Web Applications |
770 | Registration Management | Add, transfer, or cancel registration; cancel waitlist; modify registration note; and add patron to waitlist. | Program Registration |
777 | Registration Overrides | Override Patron Eligibility table, maximum seats allocation, and closed registration. | Program Registration |
314 | Reinstate Fine | Reinstate a fine already marked as paid. | Viewing All Fines Paid |
1057 | Renew (No Patron)1 | Access the Renew (No Patron) function. | Renewing Items Without a Patron's Record |
346 | Renew INN-Reach Borrowed items using renewal rules |
(Sierra 6.1 and later) View the INN-Reach Borrowed report and renew items using the loan rules and blocks defined on your system. See also permission 347 (Renew INN-Reach Borrowed items with or without renewal rules). |
Creating Borrowed Reports |
347 | Renew INN-Reach Borrowed items with or without renewal rules |
(Sierra 6.1 and later) View the INN-Reach Borrowed report and renew items. The user can choose whether to enforce the loan rules and blocks while renewing items or set a custom renewal date and ignore these rules. See also permissions 346 (Renew INN-Reach Borrowed items using renewal rule). |
Creating Borrowed Reports |
182 | Report heading changes | Create headings reports. | Using Headings Reports |
26 | Restart a terminal | Restart the Sierra Web application. | Restart Sierra Web |
191 | Restrict user to status 1 order creation | Allows a user to create bibliographic and order records for titles "under consideration" (with an order record STATUS of '1'). Note that permission 132 overrides this permission. See Using Permission 191 below for further information. | Creating Selection Lists |
369 | Return to Deposit Collection | Access the Return to Deposit Collection function. | Returning Items to the Deposit Collection |
186 | Review file list administrator | Change ownership of review files when creating lists. Must also have permission 18 (Create lists). | Setting Review File Authorship and Ownership |
350 | RFID Workstation Configuration | Edit the RFID Pad Server Options table. | RFID Pad Server Options Table |
83 | Routing list maintenance | Maintain routing data for bibliographic and holdings (checkin) records. | Routing Serials |
725 | SAML Administrator | Configure SAML authentication in the Administration Application. | SAML Configuration |
176 | Save settings | Save settings options. | Using Settings |
610 | Scheduler | Access the Scheduler function. | Scheduler |
612 | Scheduler History | View history of job runs. | Scheduler |
617 | Scheduler Job Create | Schedule jobs from the pool of available tasks. | Scheduler |
620 | Scheduler Job Delete | Delete existing jobs | Scheduler |
619 | Scheduler Job Update | Edit existing jobs. | Scheduler |
618 | Scheduler Job View | View existing jobs. | Scheduler |
611 | Scheduler Task Builder | Access the Task Builder function. | Scheduler |
613 | Scheduler Task Create | Create tasks that can subsequently be scheduled as jobs. | Scheduler |
616 | Scheduler Task Delete | Delete existing tasks. | Scheduler |
615 | Scheduler Task Update | Edit existing tasks. | Scheduler |
614 | Scheduler Task View | View existing tasks. | Scheduler |
1051 | Search patrons by non-barcode index | Search for patrons using non-barcode indexes. | Searching Patrons by non-Barcode Indexes |
197 | Selection lists full approval | Update order record status from "under consideration" to "on order." | Placing Orders for Selection List Titles |
149 | Send claims | Print claims and cancellation letters. | Printing Claims and Cancellations |
291 | Send email | Send email to a patron. Allows the user to use the Sending Email from the Patron Record feature. This permission is not required to use the E-mail to Patron printer in the Select Printer dialog box. | Editing Records |
38 | Send group of records to Central | Send selected records manually from the Local Server to the INN-Reach Central Server. | Sending Select Records to the INN-Reach Catalog |
363 | Send notices for All locations | Print notices for all locations. | Using Circulation Notices |
72 | Sends orders electronically | Send electronic orders. You must also be assigned permission 75 (Print purchase orders). | Electronic Ordering Overview |
77 | Serials checkin | Modify a checkin card and check in an issue of a serial. | Checking in Serials |
179 | Session statistics (all users) | View session statistics for other users. | Displaying Record Maintenance Statistics |
35 | Set system options | Set system options. | Set System Options |
1004 | Shutdown Server | Shut down the server. | Administering Servers |
395 | Statements of Charges | Print statements of charges. | Using Circulation Notices |
397 | Statements of Checked Out Items | Print statements of checked out items. | Using Circulation Notices |
689 | Statistical Group Maintenance | Edit the Statistical Group Maintenance table. | Statistical Group Maintenance Table |
421 | Status Reports | Process EDIFACT order response files. | Processing EDIFACT Status Reports |
32 | System codes | Update Web Options. | Updating Web Options |
227 | Title Overlap Report | Create a report on titles and their coverage across multiple resources. | Reporting on Title Overlap in Electronic Resources |
394 | Title Paging Lists | Print title page lists. | Using Circulation Notices |
270 | Transfer Attached Across Accounting Unit | Transfer order and holdings (checkin) records outside your accounting unit. | Transferring Attached Records |
10 | Transfer attached records | Transfer attached item records, checkin records, order records, and holds from one bibliographic record to another. | Transferring Attached Records |
401 | Transfer Paged Items | Access the Transfer Paged Items function. | Transferring Paged Items |
399 | Unsuccessful Teleforms Overdues | Print unsuccessful Teleforms or i-tiva overdue notices. | Using Circulation Notices |
400 | Unsuccessful Teleforms Pickups | Print unsuccessful Teleforms or i-tiva pickup notices. | Using Circulation Notices |
114 | Update authority records | Edit authority records. | Editing Records |
104 | Update bibliographic records | Edit bibliographic records. | Maintaining Records |
144 | Update checkin records | Edit holdings (checkin) records and holdings statements for serials. | Editing Records |
234 | Update Contact Records | Edit contact records. | Editing Records |
174 | Update course records | Edit course records. | Editing Records |
491 | Update Holdings | Access the Catalog update feature of the Coverage Load function. | Updating Holdings and Coverage Data from a File
Loading Coverage Data |
195 | Update images (ECR/Scanning Workstation) | Edit articles, or update article fields in bibliographic records using the Global Update function. | Changing Variable-length Fields |
124 | Update item records | Edit item records. | Maintaining Records |
134 | Update order records | Edit order records. | Editing Records |
164 | Update patron records | Edit patron records. | Editing Records |
283 | Update print templates tab | When combined with permission 282 (Preview print templates), allows the user to preview print templates, move templates between the Preferred and Other Templates lists, and select the Output Type, Use Print Templates, and Select Template options. | Administering Print Templates Settings |
754 | Update Program Records | Edit program records. | Program Registration |
80 | Update records (ACQ) | Update records when performing a Method 2 fiscal closing. | Fiscal Closing |
224 | Update Resource license | Edit license records. | Editing Records |
214 | Update Resource records | Edit resource records. | Editing Records |
764 | Update Section Records | Edit section records. | Program Registration |
276 | Update templates | Edit templates. | Editing Record Templates |
109 | Update uncataloged records | Edit bibliographic records with no catalog date (CDATE). If a user is assigned this permission, but not permission 104, user can edit only those records with no CDATE. If user is assigned permission 104, user automatically is assigned permission for this function and can edit bibliographic records with or without a CDATE. | Editing Records |
414 | Update Vendor Records | Edit vendor records. | Retrieving Vendor Records |
784 | Update Volume Records | Update volume records. | Maintaining Records |
82 | Vendor file maintenance | Maintain vendor statistics and vendor SAN records. See also permissions 411, 412, 414, and 415. | Grouping Vendors |
111 | View authority records | View, but not edit, authority records. | Selecting Records to Globally Update |
1009 | View AwsConfig | View the indexing rules for the Advanced Word Search index. | Administering Advanced Word Searching |
1003 | View Backup Log and Backup Schedule | View the backup log and backup schedule. Access the Servers function in the Admin App. | Administering Servers |
606 | View Bib Record History | View the creation and update history of bibliographic records. | Viewing Bibliographic Record History |
101 | View bibliographic records | View, but not edit, bibliographic records. | Retrieving Bibliographic Records |
316 | View Cancelled Holds | View information on cancelled holds. | Viewing Cancelled Holds |
141 | View checkin records | View, but not edit, holdings (checkin) records. | Retrieving Item, Order, and Checkin Records |
373 | View Circulation Parameters | View circulation parameter tables. | Maintaining Circulation Parameters |
231 | View Contact Records | View, but not edit, contact records. | Retrieving Contact Records |
171 | View course records | View, but not edit, course records. | Retrieving Course Records |
315 | View Fines Paid | Access the Fines Paid function. | Viewing All Fines Paid |
345 | View INN-Reach Borrowed Report |
View the INN-Reach Borrowed report. In Sierra 5.3 through 6.0, this permission also enables users to renew items using a custom due date. |
Creating Borrowed Reports |
418 | View Invoice Records | View, but not edit, invoice records. | Viewing Invoices |
121 | View item records | View, but not edit, item records. | Retrieving Item, Order, and Checkin Records |
167 | View items checked out to patron | View items checked out to a patron. Note that the system only requires this permission if the Authorization required to view checked out items for patron circulation option is set to "YES". | Patron Information Tabs |
131 | View order records | View, but not edit, order records. | Retrieving Item, Order, and Checkin Records |
1059 | View Outstanding Holds1 | Access the Manage Holds function. | Manage Outstanding Holds |
94 | View patron record in check-out | View tabs and/or messages for a patron record. See also permission 167 (View items checked out to patron). | Patron Information Tabs |
161 | View patron records | View, but not edit, patron records. | Retrieving Records |
751 | View Program Records | View, but not edit, program records. | Program Registration |
221 | View Resource license | View, but not edit, license records. | Retrieving License Records |
211 | View Resource records | View, but not edit, resource records. | Retrieving Resource Records |
761 | View Section Records | View, but not edit, section records. | Program Registration |
667 | View Special Field Codes | View the special field codes. | Use Tax Rates Table |
151 | View summary list | Retrieve a bibliographic record and the summary of all attached records in view-only mode. | Display of Bibliographic Records |
1035 | View System Files | View system files. | Administering System Files |
651 | View System Parameters | View, but not edit, the following system files: Forward Table, Verified Patron Table, Unverified Patron Table, Library SAN File, Claim Cycle Values, External Funds Codes, Web Links, Use Tax Rates, Foreign Currency Codes and Rates, RLOC-BLOC Addresses Table, List of Identifiers, Agency File, Branches File, Country Codes File, Item Types File, Language Codes File, Fixed-length Codes file, Item Status Codes table, Material Types table, and Special Field Codes | |
389 | View Teleforms History | View the Teleforms History table (for use with i-tiva and Teleforms). | Viewing Telephone Notification History |
274 | View templates | View, but not edit, templates. | Managing Templates for New Records |
301 | View URLCheck | Perform any function in URL Checker that does not write to files or records. | Verifying URLs with URL Checker |
411 | View Vendor Records | View, but not edit, vendor records. | Retrieving Vendor Records |
781 | View Volume Records | View, but not edit, volume records. | Maintaining Records |
677 | View Web Management Reports 2007 | View-only access to the Web Management Reports spreadsheet interface. | Web Management Reports |
93 | Waive fines | Waive or adjust fines during check-in or from the Fines tab. Note that the system only requires this permission if the Fines/Bills: Authorization required to waive circulation option is set to "YES". | Collecting Money at Checkin |
1016 | WebBridge Admin | Edit WebBridge LR. | Accessing the WebBridge LR Admin Application |
1015 | WebBridge View | View-only access to WebBridge LR. | Accessing the WebBridge LR Admin Application |
14 | Web Collection Development reports | View Collection Development, Circulation Crosstab, and INN-Reach Circulation reports. | Web Management Reports |
560 | Web Master | Access the Web Master function. | Using Web Master |
552 | WebBridge Edit Database | Edit WebBridge. | WebBridge: Linking Related Web-based Resources |
553 | WebBridge View Database | View-only access to WebBridge. | WebBridge: Linking Related Web-based Resources |
1This permission is optional. For more information, see Optional Circulation Permissions, below.
Number | Name | Task/Function | Additional Information |
---|---|---|---|
8 | Rapid updating | Perform rapid updating. | Rapid Updating of Records |
10 | Transfer attached records | Transfer attached item records, checkin records, order records, and holds from one bibliographic record to another. | Transferring Attached Records |
13 | Maintain scopemenu/Scope authorities |
View the scope rules defined on your system and edit the scope menu. In Sierra 6.2 and later, you can also edit the locations associated with scope rules. |
Maintain Scope Menu |
14 | Web Collection Development reports | View Collection Development, Circulation Crosstab, and INN-Reach Circulation reports. | Web Management Reports |
15 | Analyze patron searches | View patron statistics and User Functions reports. | Web Management Reports |
16 | Read patron suggestions | View patron suggestions using the Recommend function. | Processing Recommendations |
17 | Circulation statistics | View circulation statistics and Forwarding Service reports. | Web Management Reports |
18 | Create lists of records | Create lists (review files) for all record types. See also permission 186 (Review file list administrator). | Creating Lists (Review Files) |
19 | Create statistical reports | Create statistical reports using the Statistics function. | Statistics |
24 | Read/write MARC records | Import and export MARC records using Data Exchange. | Data Exchange: Importing and Exporting Records |
25 | Delete records of any type | Delete records using the Delete Records function. | Delete Records |
26 | Restart a terminal | Restart the Sierra Web application. | Restart Sierra Web |
29 | Free records in use by system | Free busy records. | Freeing Records in Use |
30 | Passwords and authorizations | Change user passwords and edit user permissions. | Administering Users |
31 | Circulation parameters | Access the Circulation Parameters menu in the Admin Corner. | Admin Corner |
32 | System codes | Update Web Options. | Updating Web Options |
35 | Set system options | Set system options. | Set System Options |
36 | Merge patrons | Combine information from two patron records into one record. | Merging Duplicate Patron Records |
38 | Send group of records to Central | Send selected records manually from the Local Server to the INN-Reach Central Server. | Sending Select Records to the INN-Reach Catalog |
44 | Circulation financial functions | Add a manual charge to a patron's record. | Adding a Manual Charge |
45 | Holds management | Place, cancel, modify, transfer, or change priority of holds; clear the holdshelf; and view outstanding holds. | Managing Holds |
46 | Claims returned | Claim an item returned. | Claiming Items Returned |
47 | Edit TNS location map file | Edit the TNS location map file. | Editing the TNS Location Map File |
48 | Course Reserves | Use the Course Reserves function. | Maintaining Reserve Lists in Course Reserves |
51 | Process PC transactions | Use the Offline File Processing function. | Processing Offline Files |
53 | Lost books | Mark an item as lost. | Marking Items as Lost |
56 | Examine Fines Paid file | View history of fines paid by a patron. | Viewing a Patron's History of Fines Paid |
57 | Globally purge fines | Remove outstanding patron fines and manual charges based on certain criteria. | Globally Purging Charges |
58 | Notice History | View history of notices sent by your library. | Viewing Notice History |
59 | Batch Checkin | Use the Batch Check-in function. | Batch Check-In of Items in a Review File |
61 | Authorized to checkin billed items | Check in a billed item. Note that the system only requires this permission if the Check-in: Authorization required to check in billed item circulation option is set to "YES". | Checking In a Billed Items |
64 | Process ILL requests | Access Interlibrary Loan functions. | Overview of ILL Workflow |
65 | ILL Administration | Delete ILL requests, free ILL requests, or send ARTEmail requests. | Freeing ILL Requests |
68 | Load Profile Maintenance | Create and update load tables, translation/mapping tables, and activate LOAD buttons in Data Exchange. | Load Tables |
69 | Load Records via Local Profiles | Load records using a local profile. | Load Tables |
70 | Add orders to selection records | Modify copy, fund, or location information for orders under consideration (STATUS '1'). | Adding Copies to Selection List Records |
72 | Sends orders electronically | Send electronic orders. You must also be assigned permission 75 (Print purchase orders). | Electronic Ordering Overview |
75 | Print purchase orders | Print or send purchase orders. Sending purchase orders also requires permission for 72 (Sends orders electronically). | Printing Purchase Orders |
76 | Rapid Updating (ACQ) | Access the Rapid Update function. | Receiving Orders using Rapid Update |
77 | Serials checkin | Modify a checkin card and check in an issue of a serial. | Checking in Serials |
78 | Process invoices | Enter and maintain invoices. This permission also is needed for performing a fiscal closing. | Creating Invoices |
79 | Cancel upon vendor notification | Cancel an order when a vendor notifies you that the item will not be available. | Cancelling Orders Upon Notification |
80 | Update records (ACQ) | Update records when performing a Method 2 fiscal closing. | Fiscal Closing |
81 | Print worksheets | Print records using the Print Worksheets feature. | Printing Records |
82 | Vendor file maintenance | Maintain vendor statistics and vendor SAN records. See also permissions 411, 412, 414, and 415. | Grouping Vendors |
83 | Routing list maintenance | Maintain routing data for bibliographic and holdings (checkin) records. | Routing Serials |
84 | Process Electronic Invoices | Process electronic invoices. | Electronic Invoice and Approval Processing |
85 | Fund file maintenance | Maintain the table of fund codes and create groups of funds and vendors. | Editing Records |
86 | Fund Reports | Manage Financial Reports for individual funds and hierarchies. | Viewing Financial Reports |
87 | Display vendor information | Access the Vendor Activity Reports in Web Management Reports. | Viewing Vendor Activity Reports |
88 | Claim overdue issues | Serials claiming including viewing the bibliographic record associated with the serial and sending claims. | Claiming Serials |
89 | Bind serials | Serials binding including viewing the bibliographic record associated with the serial. | Binding Serials |
91 | Edit patron in check-out | Create patron record on-the-fly. | Creating Patron Records On-The_Fly |
92 | Override hold blocks | Override the following types of hold blocks:
|
Possible Blocks When Checking Out an Item |
93 | Waive fines | Waive or adjust fines during check-in or from the Fines tab. Note that the system only requires this permission if the Fines/Bills: Authorization required to waive circulation option is set to "YES". | Collecting Money at Checkin |
94 | View patron record in check-out | View tabs and/or messages for a patron record. See also permission 167 (View items checked out to patron). | Patron Information Tabs |
95 | Collect fines | Collect fines during check-in or from the Fines tab. Note that the system only requires this permission if the Fines/Bills: Authorization required to collect circulation option is set to "YES". | Collecting Money for Fines |
96 | Override check-in date | Backdate checked in items. Note that the system only requires this permission if the Check-in: Authorization required to backdate check-ins circulation option is set to "YES". | Backdating Checked-in Items |
97 | Override due date | Override the calculated due date for items. Note that the system only requires this permission if the Check-out: Authorization required to alter due date circulation option is set to "YES". | Overriding the Calculated Due Date |
98 | Override patron blocks | Override patron blocks. Note that the system only requires this permission if the Check-out: Authorization required to override patron block circulation option is set to "YES". | Possible Blocks when Checking Out an Item |
99 | Override recall date | Change the due date for a recalled item. Note that the system only requires this permission if the Recalls: Authorization required to alter due date of recall circulation option is set to "YES". | Recalling an Item |
101 | View bibliographic records | View, but not edit, bibliographic records. | Retrieving Bibliographic Records |
102 | Create bibliographic records | Create bibliographic records. | Creating Bibliographic Records in Cataloging |
104 | Update bibliographic records | Edit bibliographic records. | Maintaining Records |
105 | Delete cataloged bib records | Delete cataloged bib records. | Deleting Records |
106 | Delete uncataloged bib records | Delete uncataloged bib records. | Deleting Records |
108 | Delete bib and all linked records | Delete bib record and all links to that bib record. | Deleting Records |
109 | Update uncataloged records | Edit bibliographic records with no catalog date (CDATE). If a user is assigned this permission, but not permission 104, user can edit only those records with no CDATE. If user is assigned permission 104, user automatically is assigned permission for this function and can edit bibliographic records with or without a CDATE. | Editing Records |
111 | View authority records | View, but not edit, authority records. | Selecting Records to Globally Update |
112 | Create authority records | Create authority records. | Creating Authority Records in Cataloging |
114 | Update authority records | Edit authority records. | Editing Records |
115 | Delete authority records | Delete authority records. | Deleting Records |
116 | IR remove unwanted item | Deprecated in Sierra. See permission 1056. | |
117 | IR remove virtual/cncl norereq | INN-Reach function to delete virtual items and cancel holds without re-request. | Deleting Virtual Items |
118 | IR Visiting patron | Access the INN-Reach - Check Out to Visiting Patron function. | Checking Out an Item to a Visiting Patron |
119 | IR Remote site checkout1 | Access the INN-Reach - Check Out to Remote Site function. | Checking Out an Item to a Remote Site |
120 | IR Pickup Anywhere | Access the Pickup Anywhere function. | Pickup Anywhere for INN-Reach |
121 | View item records | View, but not edit, item records. | Retrieving Item, Order, and Checkin Records |
122 | Create item records | Create item records. | Creating Item Records
|
124 | Update item records | Edit item records. | Maintaining Records |
125 | Delete item records | Delete item records. | Deleting Records |
126 | Link additional bib records | Link additional item records to a bibliographic record. | Linking Items to Additional Bibliographic Records |
127 | Receive/add item | Access the Receive and Add Items function. | Receiving Orders and Creating Items |
130 | Materials Booking | Access Materials Booking functions. | Materials Booking |
131 | View order records | View, but not edit, order records. | Retrieving Item, Order, and Checkin Records |
132 | Create order records | Create order records. Note that this permission overrides permission 191. | Creating Order Records |
134 | Update order records | Edit order records. | Editing Records |
135 | Delete order records | Delete order records. | Deleting Records |
141 | View checkin records | View, but not edit, holdings (checkin) records. | Retrieving Item, Order, and Checkin Records |
142 | Create checkin records | Create holdings (checkin) records. | Creating Checkin Records |
144 | Update checkin records | Edit holdings (checkin) records and holdings statements for serials. | Editing Records |
145 | Delete checkin records | Delete holdings (checkin) records. | Deleting Records |
146 | Checkin options | Edit checkin cards when editing existing checkin records. You must also have permission to update checkin records (permission 144). | Editing Checkin Cards |
147 | Batch Cancel Orders |
(Sierra 6.2 and later) Cancel orders in batch. In addition to this permission, you must also have the following to batch cancel orders:
|
Batch Cancelling Orders |
148 | Claim/cancel orders | Claim and cancel orders. | Claiming and Cancelling Orders |
149 | Send claims | Print claims and cancellation letters. | Printing Claims and Cancellations |
151 | View summary list | Retrieve a bibliographic record and the summary of all attached records in view-only mode. | Display of Bibliographic Records |
152 | Move records in summary list | Rearrange a bibliographic record's attached records. | Display of Bibliographic Records |
161 | View patron records | View, but not edit, patron records. | Retrieving Records |
162 | Create patron records | Create patron records. | Creating a Patron Record |
164 | Update patron records | Edit patron records. | Editing Records |
165 | Delete patron records | Delete patron records. | Deleting Records |
167 | View items checked out to patron | View items checked out to a patron. Note that the system only requires this permission if the Authorization required to view checked out items for patron circulation option is set to "YES". | Patron Information Tabs |
168 | Override manual blocks (circ) | Override manual patron blocks. Note that the system only requires this permission if the Check-out: Authorization required to override manual block circulation option is set to "YES". | Blocking Patrons |
170 | Log out of Express Lane | Shut down Express Lane. | Express Lane |
171 | View course records | View, but not edit, course records. | Retrieving Course Records |
172 | Create course records | Create course records. | Creating a Course Record |
174 | Update course records | Edit course records. | Editing Records |
175 | Delete course records | Delete course records. | Deleting Records |
176 | Save settings | Save settings options. | Using Settings |
177 | Invoice administrator | Resume suspended invoices for which you are not the owner. | Editing Suspended and Finished Invoices |
178 | Post invoices | Post an invoice processing session. | Posting an Invoice Processing Session |
179 | Session statistics (all users) | View session statistics for other users. | Displaying Record Maintenance Statistics |
180 | Print batch of item labels | Print a batch of item labels. | Printing Batch Labels |
181 | Access review files | This permission is deprecated. | n/a |
182 | Report heading changes | Create headings reports. | Using Headings Reports |
184 | Globally update headings | Access the Global Update function. | Globally Updating Records |
186 | Review file list administrator | Change ownership of review files when creating lists. Must also have permission 18 (Create lists). | Setting Review File Authorship and Ownership |
187 | Login manager | Access the Authorizations and Authentications function. Controls access to the user options menus available in the SDA at Admin | Options. | Administering User Accounts |
188 | Password administrator | Set passwords for other logins. | Administering Basic Info |
189 | Maintain selector records | Add or modify selector records. | Creating Authorized Selectors |
190 | Process patron recommendations | Approve, acquire, and deny patron recommendations. | Processing Recommendations |
191 | Restrict user to status 1 order creation | Allows a user to create bibliographic and order records for titles "under consideration" (with an order record STATUS of '1'). Note that permission 132 overrides this permission. See Using Permission 191 below for further information. | Creating Selection Lists |
193 | Create images (ECR/Scanning Workstation) | Insert article fields into bibliographic records using the Global Update function. | Inserting Variable-length Fields |
195 | Update images (ECR/Scanning Workstation) | Edit articles, or update article fields in bibliographic records using the Global Update function. | Changing Variable-length Fields |
196 | Delete images (ECR/Scanning Workstation) | Delete articles, or delete article fields from bibliographic records using the Global Update function. | Deleting Scanned Articles |
197 | Selection lists full approval | Update order record status from "under consideration" to "on order." | Placing Orders for Selection List Titles |
198 | Access to web-based documentation | Access the Web-based documentation. | |
199 | Allow Z39.50 searches | Search remote databases. In addition, your library must have a Z39.50 client. | Searching for Records in a Remote Database |
201 | Modify URLBlock | Modify the list of URLs to exclude from URL Checker reports. | Blocking URLs |
202 | Management Field Access | Access fields restricted for viewing and editing. | Viewing and Editing Restricted Variable-length Fields |
211 | View Resource records | View, but not edit, resource records. | Retrieving Resource Records |
212 | Create Resource records | Create resource records. | Managing Resource Providers |
214 | Update Resource records | Edit resource records. | Editing Records |
215 | Delete Resource records | Delete resource records. | Deleting Records |
217 | Link external files | Attach a record or related records to resource records. | Soft Linking Records in ERM |
218 | Delete Resource and all links | Delete a resource record and all records attached to the resource record. | Deleting Records |
221 | View Resource license | View, but not edit, license records. | Retrieving License Records |
222 | Create Resource license | Create license records. | Managing Licenses |
224 | Update Resource license | Edit license records. | Editing Records |
225 | Delete Resource license | Delete license records. | Deleting Records |
226 | Administer Electronic Holdings | Create new bibliographic and holdings records when updating the catalog. | Electronic Holdings Administration |
227 | Title Overlap Report | Create a report on titles and their coverage across multiple resources. | Reporting on Title Overlap in Electronic Resources |
230 | Link additional resource records | Link license records to additional resource records. | Linking License Records to Additional Resource Records |
231 | View Contact Records | View, but not edit, contact records. | Retrieving Contact Records |
232 | Create Contact Records | Create contact records. | Managing Contact Information for Resources |
234 | Update Contact Records | Edit contact records. | Editing Records |
235 | Delete Contact Records | Delete contact records. | Deleting Records |
251 | Circa Inventory Control | Update item inventory date and item status from a wireless device. | Circa |
252 | Circa Count Inhouse Use | Count in-house item use from a wireless device. | Circa |
253 | Circa Rapid Update | Update item status, location, item message, message, and/or note values from a wireless device. | Circa |
254 | Circa Checkin | Check in some items from a wireless device. | Circa |
255 | Circa Checkout | Check out some items from a wireless device. | Circa |
256 | Circa Patron Info | View patron messages during checkout from a wireless device. | Circa |
270 | Transfer Attached Across Accounting Unit | Transfer order and holdings (checkin) records outside your accounting unit. | Transferring Attached Records |
271 | Clear record links maintenance log | Clear the Link Maintenance Report. | Viewing the Link Maintenance Report |
272 | Advanced System Administration | Access Advanced System Administration. | Administration |
273 | Export MARC Records | Export an individual MARC record to the local PC. | Exporting an Individual MARC Record |
274 | View templates | View, but not edit, templates. | Managing Templates for New Records |
275 | Create templates | Create templates. | Creating Record Templates |
276 | Update templates | Edit templates. | Editing Record Templates |
277 | Delete templates | Delete templates. | Deleting Record Templates |
282 | Preview print templates | When combined with permission 283 (Update print templates tab), allows the user to preview print templates, move templates between the Preferred and Other Templates lists, and select the Output Type, Use Print Templates, and Select Template options. | Administering Print Templates Settings |
283 | Update print templates tab | When combined with permission 282 (Preview print templates), allows the user to preview print templates, move templates between the Preferred and Other Templates lists, and select the Output Type, Use Print Templates, and Select Template options. | Administering Print Templates Settings |
284 | Import/export Print Templates | Import/export print templates. | Administering Print Templates Settings |
285 | Delete Print Templates | Delete print templates. | Administering Print Templates Settings |
291 | Send email | Send email to a patron. Allows the user to use the Sending Email from the Patron Record feature. This permission is not required to use the E-mail to Patron printer in the Select Printer dialog box. | Editing Records |
301 | View URLCheck | Perform any function in URL Checker that does not write to files or records. | Verifying URLs with URL Checker |
302 | Modify URLCheck | Perform any function in URL Checker. | Updating URLs |
303 | Purge Headings Report Entries | Clear all entries from a headings report. | Using Headings Reports |
305 | Clear All Headings Reports | Clear all headings reports without first creating the reports. | Using Headings Reports |
310 | Add Message at Checkout | Add MESSAGE variable-length field to an item at checkout. | Adding Messages at Checkout |
311 | Circ Parameters Administrator | Protect certain Circulation Parameters tables for each location served so that these tables can be edited only by library staff at that location. Protectable tables are: Days Closed, Hours Open, Loan Rule Determiner, Loan Rules, Text of Circulation Notices. | Maintaining Circulation Parameters |
312 | Edit Payment Types | Edit the Payment Types table. | Payment Types Table |
313 | Clear Fines Database | Clear the entries displayed in the Fines Paid function from the database. | Viewing All Fines Paid |
314 | Reinstate Fine | Reinstate a fine already marked as paid. | Viewing All Fines Paid |
315 | View Fines Paid | Access the Fines Paid function. | Viewing All Fines Paid |
316 | View Cancelled Holds | View information on cancelled holds. | Viewing Cancelled Holds |
317 | High-Demand Holds Report | Generate High-Demand Holds reports. | Generating High-Demand Holds Reports |
330 | Extend Due Date (Rapid Update) | Extend the due dates of a batch of items from a review file. | Extending Item Due Dates |
331 | Do Not Fulfill Holds (Check In) | Enable Check In (Do Not Fulfill Holds) functionality in the Check In (No Patron) function. | Checking In Items - Do Not Fulfill Holds |
337 | Opt Out SMS Subscriptions | Opt patrons out of SMS Alerts. | Opting Patrons Out of SMS Alerts |
340 | INN-Reach Reports | View INN-Reach circulation loan reports. | Creating INN-Reach Circulation Loan Reports |
345 | View INN-Reach Borrowed Report |
View the INN-Reach Borrowed report. In Sierra 5.3 through 6.0, this permission also enables users to renew items using a custom due date. |
Creating Borrowed Reports |
346 | Renew INN-Reach Borrowed items using renewal rules |
(Sierra 6.1 and later) View the INN-Reach Borrowed report and renew items using the loan rules, blocks, and limits defined on your system. See also permission 347 (Renew INN-Reach Borrowed items with or without renewal rules). |
Creating Borrowed Reports |
347 | Renew INN-Reach Borrowed items with or without renewal rules |
(Sierra 6.1 and later) View the INN-Reach Borrowed report and renew items. The user can choose whether to enforce the loan rules, blocks, and limits while renewing items or set a custom due date and ignore these rules. See also permissions 346 (Renew INN-Reach Borrowed items using renewal rule). |
Creating Borrowed Reports |
350 | RFID Workstation Configuration | Edit the RFID Pad Server Options table. | RFID Pad Server Options Table |
351 | Overdue | Print overdue notices. | Using Circulation Notices |
352 | Hourly Overdue | Print hourly overdue notices. | Using Circulation Notices |
353 | Recall | Print recall notices. | Using Circulation Notices |
354 | Hold Pickup | Print hold pickup notices. | Using Circulation Notices |
355 | Hold Cancellations | Print hold cancellation notices. | Using Circulation Notices |
356 | Page Slips | Print paging slips. | Using Circulation Notices |
357 | INN-Reach paging slips | Print INN-Reach paging slips. | Using Circulation Notices |
358 | Item Page Lists | Print item paging lists. | Using Circulation Notices |
359 | Manual Fines | Print manual fine notices. | Using Circulation Notices |
360 | Fines | Print fine notices. | Using Circulation Notices |
361 | Bills | Print bills. | Using Circulation Notices |
362 | Adjustments | Print fine/bill adjustment notices. | Using Circulation Notices |
363 | Send notices for All locations | Print notices for all locations. | Using Circulation Notices |
364 | Overdues Report | Access the Overdues Report function. | Creating Overdues Reports |
365 | ASRS Maintenance | Add and remove items from the ASRS machine. | Adding and Removing Items from the ASRS Machine |
366 | Auto Notices | Create, edit, or prepare auto notice jobs. | Using Circulation Notices |
367 | Mobile Collections Management | Access the Mobile Collections function. | Using Mobile Collections |
368 | Collection Agency | Access the Collection Agency function. | Generating Collection Agency Reports |
369 | Return to Deposit Collection | Access the Return to Deposit Collection function. | Returning Items to the Deposit Collection |
370 | Change Hold Priority | Change the priority of a hold (that is, resequence a hold queue). | Resequencing a Hold Queue |
371 | Held Item Delivery - Receive | Access the Receive Items function. | Held Item Delivery |
372 | Held Item Delivery - Manage | Access the Manage Items In-Transit function. | Held Item Delivery |
373 | View Circulation Parameters | View circulation parameter tables. | Maintaining Circulation Parameters |
374 | Edit Days Closed | Edit the Days Closed table. | Days Closed Table |
375 | Edit Hours Open | Edit the Hours Open table. | Hours Open Table |
376 | Edit Loan Rules | Edit the Loan Rules table. | Loan Rules Table |
377 | Edit Loan Rule Determiner | Edit the Loan Rule Determiner table. | Loan Rule Determiner Table |
378 | Edit Library Priority | Edit the Library Priority table. | Library Priority Table |
379 | Edit Patron Blocks | Edit the Patron Blocks table. | Patron Blocks Table |
380 | Edit Text of Circulation Notices | Edit the Text of Circulation Notices table. | Text of Circulation Notices Table |
381 | Edit Time to Reshelve | Edit the Time to Reshelve table. | Time to Reshelve Table |
382 | Edit Predefined Charges | Edit the Predefined Charges table. | Predefined Charges Table |
383 | Edit Predefined Routes | Edit the Predefined Routes table. | Predefined Routes Table |
384 | Edit Hold Pickup Locations | Edit the Hold Pickup Locations table. | Hold Pickup Locations Table |
386 | Edit Deposit Collection Map | Edit the Deposit Collection Map table. | Deposit Collection Map |
387 | Edit Automated Self Check-Out Files | Edit the Automated Self Check-Out Messages messages. | Automated Self Check-Out Messages Table |
388 | Edit Hold Thresholds | Edit the Hold Thresholds table. | Hold Thresholds Table |
389 | View Teleforms History | View the Teleforms History table (for use with i-tiva and Teleforms). | Viewing Telephone Notification History |
390 | Bookings Preparation | Edit the Bookings Preparation table. | Bookings Preparation Table |
391 | Modify Bookings | Modify bookings. | Modifying Bookings |
392 | Bookings Maintenance | Access the Bookings Maintenance function. | Viewing Bookings in Bookings Maintenance |
393 | Events Maintenance | Access the Bookings Event Maintenance function. | Viewing Bookings in Bookings Event Maintenance |
394 | Title Paging Lists | Print title page lists. | Using Circulation Notices |
395 | Statements of Charges | Print statements of charges. | Using Circulation Notices |
396 | Organization Charges | Print organization charges. | Using Circulation Notices |
397 | Statements of Checked Out Items | Print statements of checked out items. | Using Circulation Notices |
398 | Courtesy Notices | Print courtesy notices. | Using Circulation Notices |
399 | Unsuccessful Teleforms Overdues | Print unsuccessful Teleforms or i-tiva overdue notices. | Using Circulation Notices |
400 | Unsuccessful Teleforms Pickups | Print unsuccessful Teleforms or i-tiva pickup notices. | Using Circulation Notices |
401 | Transfer Paged Items | Access the Transfer Paged Items function. | Transferring Paged Items |
402 | Additional Courtesy Notices | Send additional courtesy notices. | Courtesy Notices |
405 | Fiscal Close | Access the Fiscal Close function. | Fiscal Closing |
407 | Output Vouchers | Output vouchers to disk or via FTP. | Outputting Vouchers |
408 | Print Vouchers | Print vouchers. | Outputting Vouchers |
411 | View Vendor Records | View, but not edit, vendor records. | Retrieving Vendor Records |
412 | Create Vendor Records | Create vendor records. | Creating Vendor Records |
414 | Update Vendor Records | Edit vendor records. | Retrieving Vendor Records |
415 | Delete Vendor Records | Delete vendor records. | Deleting Vendor Records |
417 | Delete Cancelled Orders | Delete cancelled orders records (orders with a STATUS of 'z'). | Deleting Records |
418 | View Invoice Records | View, but not edit, invoice records. | Viewing Invoices |
421 | Status Reports | Process EDIFACT order response files. | Processing EDIFACT Status Reports |
487 | E-checkin | Access the E-Checkin function. | Serials E-Checkin Overview |
491 | Update Holdings | Access the Catalog update feature of the Coverage Load function. | Updating Holdings and Coverage Data from a File
Loading Coverage Data |
552 | WebBridge Edit Database | Edit WebBridge. | WebBridge: Linking Related Web-based Resources |
553 | WebBridge View Database | View-only access to WebBridge. | WebBridge: Linking Related Web-based Resources |
554 | Edit Coverage Conversion Rules | Edit the Coverage Spreadsheet Conversion Rules. | Editing the Coverage Spreadsheet Conversion Rules |
555 | Coverage Edit | Edit the Coverage Database. | Editing the Coverage Table |
556 | Coverage Load | Load the Coverage Database. | Loading Coverage Data |
557 | Coverage View | View the Coverage Database. | Maintaining Coverage Data for Resources |
560 | Web Master | Access the Web Master function. | Using Web Master |
571 | Community Manager Patron Reviews | Access Community Manager for Community Reviews. | Using Community Reviews |
572 | Refresh Research Pro changes | Incorporate changes and refresh display of Research Pro pages. | Refreshing Web Applications |
573 | Refresh Ecommerce changes | Incorporate changes and refresh display of Ecommerce pages. | Refreshing Web Applications |
574 | Refresh Program Registration changes | Incorporate changes and refresh display of Program Registration pages. | Refreshing Web Applications |
576 | Refresh CAS changes | Incorporate changes and refresh display of Innovative Integrated Login pages. | Refreshing Web Applications |
601 | Media View | View, but not modify, media sets and files. | Media Management |
602 | Media Add | Add media sets and files to bibliographic records. | Media Management |
603 | Media Modify | Modify media sets and files. | Media Management |
604 | Media Delete | Delete media sets and files from bibliographic records. | Media Management |
606 | View Bib Record History | View the creation and update history of bibliographic records. | Viewing Bibliographic Record History |
607 | Administer Password Policies | Set system policies for login passwords. | Setting Password Policies |
608 | Override record validity checks | Override warnings or errors presented when a record fails a validity check. | Maintaining Records |
610 | Scheduler | Access the Scheduler function. | Scheduler |
611 | Scheduler Task Builder | Access the Task Builder function. | Scheduler |
612 | Scheduler History | View history of job runs. | Scheduler |
613 | Scheduler Task Create | Create tasks that can subsequently be scheduled as jobs. | Scheduler |
614 | Scheduler Task View | View existing tasks. | Scheduler |
615 | Scheduler Task Update | Edit existing tasks. | Scheduler |
616 | Scheduler Task Delete | Delete existing tasks. | Scheduler |
617 | Scheduler Job Create | Schedule jobs from the pool of available tasks. | Scheduler |
618 | Scheduler Job View | View existing jobs. | Scheduler |
619 | Scheduler Job Update | Edit existing jobs. | Scheduler |
620 | Scheduler Job Delete | Delete existing jobs | Scheduler |
631 | MetaData View | View, but not edit, metadata records. | MetaData Builder |
632 | MetaData Add | Add metadata records. | MetaData Builder |
633 | MetaData Modify | Modify metadata records. | MetaData Builder |
634 | MetaData Delete | Delete metadata records. | MetaData Builder |
635 | MetaData Loader | Load multiple bibliographic records from a single Resource Description Framework (RDF) file. | MetaData Builder |
640 | Create Lists Limited | Use, but not create, search templates in Create Lists. Limited users cannot construct new Create Lists queries, or view, sort, list, or export review files authored by other users. | Working with Saved Search Templates |
641 | Create Lists Template Administration | Create, edit, and delete search templates in Create Lists. | Working with Saved Search Templates |
643 | Edit Variable-length Field Names | Edit the Variable-length Field Names table. | Variable-length Field Names Table |
644 | Edit Fixed-length Field Names | Edit the Fixed-length Field Names table. | Fixed-length Field Names Table |
645 | Edit Index Labels | Edit the Index Labels table. | Index Labels Table |
651 | View System Parameters | View, but not edit, the following system files: Forward Table, Verified Patron Table, Unverified Patron Table, Library SAN File, Claim Cycle Values, External Funds Codes, Web Links, Use Tax Rates, Foreign Currency Codes and Rates, RLOC-BLOC Addresses Table, List of Identifiers, Agency File, Branches File, Country Codes File, Item Types File, Language Codes File, Fixed-length Codes file, Item Status Codes table, Material Types table, and Special Field Codes | |
652 | Edit Branches | Edit the Branches table. | Branches Table |
653 | Edit Country Codes | Edit the Country Codes table. | Country Codes Table |
654 | Edit Language Codes | Edit the Language Codes table. | Language Codes Table |
655 | Edit Fixed-Length Fields | Edit the Fixed-Length Codes file, the Item Status Codes table, and the Material Types table. | |
656 | Edit Item Types | Edit the Item Types table. | Item Types Table |
657 | Edit Agency Codes | Edit the Agency Codes table. | Agency Codes Table |
659 | Edit Box Status Labels | Edit the box status labels. | Serials |
660 | Edit Web Links (Acquisitions) | Edit the Web Links file. | Box Status Labels Table |
661 | Edit Claim Cycle Values | Edit the Claim Cycle Values file. | Claim Cycle Values Table |
662 | Edit External Fund Codes | Edit the External Fund Codes file. | External Funds Codes Table |
663 | Edit Foreign Currency Codes and Rates | Edit the Foreign Currency Codes and Rates file. | Foreign Currency Codes and Rates |
664 | Edit RLOC-BLOC Addresses | Edit the Receiving and Billing Locations table. | |
665 | Edit Vendor SAN File | Edit the Vendor SAN file. | Library SAN File |
666 | Edit Use Tax Rates | Edit the Use Tax Rates file. | Acquisitions |
667 | View Special Field Codes | View the special field codes. | Use Tax Rates Table |
668 | Edit Branch Addresses | Edit the Branch Addresses table. | Branch Addresses Table |
669 | Edit Special Field Defaults | Edit the default values for special fields. | Maintaining Special Field Defaults |
673 | Edit Patron Type | Edit the Patron Type table. | Patron Type Table |
674 | Edit Pcode 3 | Edit the Pcode 3 table. | Pcode 3 Table |
675 | Edit Pcode 4 | Edit the Pcode 4 table. | Pcode 4 Table |
676 | Edit Float Determiner Table | Edit the Float Determiner table. | Float Determiner Table |
677 | View Web Management Reports 2007 | View-only access to the Web Management Reports spreadsheet interface. | Web Management Reports |
680 | Edit Inventory Express Table | Edit the Inventory Express table. | Inventory Express Table |
682 | Edit Vendor Messages | Edit the Vendor Messages table. | Vendor Messages Table |
683 | Edit Multi Selection Group | Edit the Multiselection Groups table. | Multiselection Groups Table |
684 | Edit Value Added | Edit the Value Added table. | Value Added Table |
685 | Edit ERM autostat file | Edit the user statistics configuration file. | Automatically Importing Usage Statistics |
686 | Edit Multi-value Variable-length Field Values | Edit lists of values for some resource and license record variable-length fields. | Maintaining Multi-value Variable-length Field Values |
687 | Edit Held Item Delivery Locations | Edit the Held Item Delivery Locations table. | Held Item Delivery Locations Table |
688 | Edit Organization Records | Link patron records to organization records. | Organization Records |
689 | Statistical Group Maintenance | Edit the Statistical Group Maintenance table. | Statistical Group Maintenance Table |
690 | Edit ERMtickler | Edit the ERM Tickler table. | Using Email Reminders |
691 | Edit INN-Reach Loan Rules | Maintain the Pickup Anywhere Rule Selection table on the INN-Reach Central Server. | Pickup Anywhere Rule Selection Table |
692 | Edit INN-Reach Central Request Balancing | Maintain the Request Balancing table on the INN-Reach Central Server. | Request Balancing Table |
693 | Edit INN-Reach Item Type Mapping File | Maintain the Item Type Mapping File on the INN-Reach Central Server. | Item Type Mapping File |
694 | Edit INN-Reach Patron Type Mapping File | Maintain the Patron Type Mapping File on the INN-Reach Central Server. | Patron Type Mapping File |
695 | Edit Holdings Update Identifiers | Edit the Holdings Update Identifiers table. | Holdings Update Identifiers |
696 | Edit Web Access Management-Forward Table | Edit the Web Access Management Forward Table. | Editing the Forward Table |
697 | Edit Web Access Management-Unverified Patron Table | Edit the Web Access Management Unverified Patron table. | Changing Unverified Patron Table for Web Access Management |
698 | Edit Web Access Management-Verified Patron Table | Edit the Web Access Management Verified Patron table. | Changing the Verified Patron Table for Web Access Management |
700 | Edit Collection Agency Settings | Edit the Collection Agency Settings file and mark a patron record for Collection Agency Exclusion. | Collection Agency Settings Table |
701 | Edit Email Subject | Edit the Email Subject table. | Email Subject Table |
703 | ArticleReach Statistics Reports | View ArticleReach Statistics. | ArticleReach |
704 | ArticleReach Statistics Export | Export request details for all locations. | ArticleReach |
705 | Edit Material Type Icons | Edit the Material Type Icons table. | Defining Material Type Icons |
721 | Create Login | Create logins. | Administering Users |
722 | Edit Login | Edit logins. | Administering Users |
723 | Delete Login | Delete logins. | Administering Users |
724 | Modify Groups | Edit login groups. | Administering Global User Groups |
725 | SAML Administrator | Configure SAML authentication in the Administration Application. | SAML Configuration |
751 | View Program Records | View, but not edit, program records. | Program Registration |
752 | Create Program Records | Create program records. | Program Registration |
754 | Update Program Records | Edit program records. | Program Registration |
755 | Delete Program Records | Delete program records. | Program Registration |
761 | View Section Records | View, but not edit, section records. | Program Registration |
762 | Create Section Records | Create section records. | Program Registration |
764 | Update Section Records | Edit section records. | Program Registration |
765 | Delete Section Records | Delete section records. | Program Registration |
769 | Manage attendance | Track attendance for sessions. | Tracking Attendance |
770 | Registration Management | Add, transfer, or cancel registration; cancel waitlist; modify registration note; and add patron to waitlist. | Program Registration |
771 | Modify Session | Schedule, modify, and delete sessions. | Program Registration |
772 | Change Waitlist Priority | Change patron priority on the waitlist. | Program Registration |
773 | Email Registrants and/or Waitlist | Send email to registrants and/or patrons on the waitlist. | Program Registration |
774 | Edit Predefined Broadcast Email Text | Edit the Predefined Broadcast Email Text table. | Program Registration |
775 | Edit Patron Eligibility Table | Edit the Patron Eligibility table. | Program Registration |
776 | Edit Program Type Table | Edit the Program Type table. | Program Registration |
777 | Registration Overrides | Override Patron Eligibility table, maximum seats allocation, and closed registration. | Program Registration |
781 | View Volume Records | View, but not edit, volume records. | Maintaining Records |
782 | Create Volume Records | Create volume records. | Creating Records |
784 | Update Volume Records | Update volume records. | Maintaining Records |
785 | Delete Volume Records | Delete volume records. | Maintaining Records |
787 | Change Password | Change Password. | Changing Your Sierra Desktop Password |
788 | Batch update holds | Batch update holds using the Manage Holds function. | Batch Updating Holds |
1003 | View Backup Log and Backup Schedule | View the backup log and backup schedule. Access the Servers function in the Admin App. | Administering Servers |
1004 | Shutdown Server | Shut down the server. | Administering Servers |
1005 | Backup Now and Initialize tape | Back up now and initialize a backup tape. | Administering Servers |
1006 | Administer Tags | Administer Encore Community Tags . | Administering Community Tagging (Encore Staff Guide) |
1007 | Administer Comments | Administer Encore Community Comments. | Administering Community Comments (Encore Staff Guide) |
1008 | Administer Reviews | Administer Community Reviews | Administering Community Reviews |
1009 | View AwsConfig | View the indexing rules for the Advanced Word Search index. | Administering Advanced Word Searching |
1015 | WebBridge View | View-only access to WebBridge LR. | Accessing the WebBridge LR Admin Application |
1016 | WebBridge Admin | Edit WebBridge LR. | Accessing the WebBridge LR Admin Application |
1017 | Pathfinder Pro View | View-only access to Pathfinder Pro. | Accessing the Pathfinder Pro Admin Application |
1018 | Pathfinder Pro Admin | Edit Pathfinder Pro. | Accessing the Pathfinder Pro Admin Application |
1020 | Administer Patron Type | Administer Encore patron functions. | Patron Administration (Encore Staff Guide) |
1035 | View System Files | View system files. | Administering System Files |
1036 | Clear System Messages | Clear the System Message file. | Administering System Files |
1037 | Clear Circulation Overrides | Clear the Circulation Override file. | Administering System Files |
1038 | Clear Autonotices File | Clear the Autonotices log file. | Administering System Files |
1039 | Clear SUSHI Harvest Log | Clear the SUSHI Harvest log file. | Administering System Files |
1040 | Clear Patron Suggestions | Clear the Patron Suggestions file. | Administering System Files |
1041 | Create Keyword Synonyms | Create keyword synonyms. | Administering System Files |
1042 | Clear Link Maintenance Report | Clear the Link Maintenance Report file. | Administering System Files |
1045 | Customize JS, colors, links, logos, and locations | Customize Encore colors, javascripts, logos, location maps, and custom links. | Customizing Encore (Encore Staff Guide) |
1048 | Decision Center User | Use Decision Center tools and reports. | Using Tools and Creating Reports (Decision Center Guide & Reference) |
1049 | Decision Center Administrator | Use Decision Center tools and reports, as well as administrative functions. | Decision Center Administration (Decision Center Guide & Reference) |
1051 | Search patrons by non-barcode index | Search for patrons using non-barcode indexes. | Searching Patrons by non-Barcode Indexes |
1052 | API Consumers Administration | Administer Sierra API client keys. | Administering Sierra API Client Keys |
1053 | Encore Cloud Administration | Not currently used. | Not currently used. |
1054 | Circulation Desk1 | Access the Circulation Desk function. | Checking Out Items |
1055 | Check in (No Patron)1 | Access the Check-In (No Patron) function. | Checking In Items - No Patron |
1056 | INN-Reach - Return Unwanted Item1 | Access the INN-Reach - Return Unwanted Item function. | Returning an Unwanted INN-Reach Item |
1057 | Renew (No Patron)1 | Access the Renew (No Patron) function. | Renewing Items Without a Patron's Record |
1058 | Clear Expired Holds and Holdshelf1 | Access the Clear Expired Holds and Holdshelf function. | Clearing Defunct Holds |
1059 | View Outstanding Holds1 | Access the Manage Holds function. | Manage Outstanding Holds |
1060 | Create Homebound Report1 | Access the Create Homebound Patron Report function. | Creating the Homebound Patron Report |
1062 | Count Use - Photocopies by Patron1 | Access the Count Use - Photocopies by Patron function. | Incrementing Patron Copy Use Count |
1254 | Mobile Worklists Checkin | Checkin items using Mobile Worklists. | Checking In Items in Mobile Worklists |
1255 | Customize Sierra Facet Display | Access the facet display settings in the Sierra Admin App and Sierra Desktop Application. | Customizing Facet Display Settings and Facet Display Settings. |
1This permission is optional. For more information, see Optional Circulation Permissions, below.
Using Permission 191
Users with this permission can only edit or create bibliographic records and order records with a STATUS of '1'. Note that permission 132 overrides this permission. Innovative strongly recommends that you do not give any other permission to a user with permission 191. This permission is intended for library staff who need very limited database update privileges only (for example, to create or edit selection lists). If a staff user with permission 191 requires other basic permissions, Innovative recommends creating a second login with those permissions for the user.
Optional Circulation Permissions
Your library can limit specific Circulation functions available to users via the following optional permissions:
- 119 (IR Remote site checkout)
- 1054 (Circulation Desk)
- 1055 (Check in (No Patron))
- 1056 (INN-Reach - Return Unwanted Item)
- 1057 (Renew (No Patron))
- 1058 (Clear Expired Holds and Holdshelf)
- 1059 (View Outstanding Holds)
- 1060 (Create Homebound Patron Report)
- 1062 (Count Use - Photocopies by Patron)
For example, if your library has contacted Innovative to enable the Optional Circulation Permissions feature for Creating the Homebound Patron Report, you must be assigned permission 1060 (Create Homebound Patron Report) to access the Create Homebound Patron Report function in the SDA. If the Optional Circulation Permissions feature is not enabled, all users are able to access the Create Homebound Patron Report function in the SDA and permission 1060 (Create Homebound Patron Report) does not appear in the Admin App list of available permissions.