Staff Working Profile Permissions
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ProfileGeneral DutiesTraining RequirementsWho should have it
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LocalAdmin*•Library settings administration
• Define and manage local Stat Cats, Shelving Locations, Non-cat types
• Manage staff accounts/permissions
• Manage org_unit settings and closure dates
• Void bills
• Offline session management
• Reports
• Local Admininistration and ReportingStaff who are directly fiscally and legally responsible for the library.
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Cat1*• Create, import, overlay, edit, merge, and delete bibliographic records
• Attach and delete holdings to/from bibliographic records
• Create, edit, merge, delete and apply parts
• Maintain holdings
• Reports
• Cat2 Status +
• Advanced Cataloging Workshop +
• Annual continuing education course
Staff who are responsible for entering unique holdings into the collection and for maintaining the bibliographic records associated with the local collection.
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Cat2• Attach and delete holdings to/from bibliographic records
• Create, edit, and apply parts
• Maintain holdings
• Reports
• Basic Cataloging OR
• Directed training by local Cat1 cataloger
Staff who are responsible for entering, maintaining, and deleting local holdings.
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Cat3• Maintain holdings
• Reports
• Directed training by local Cat1 catalogerStaff who are responsible for maintaining existing local holdings.
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AcquisitionsLocalAdmin
• Manage funds and funding sources
• Create and process selection lists and purchase orders
• STLIB acquisitions trainingStaff who are responsible for managing local acquisitions.
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Acq2**• Manage funds and funding sources
• Create and process selection lists and purchase orders
• STLIB acquisitions trainingStaff who are responsible for selecting and purchasing local acquisitions.
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Circ1• Override circulation policy
• Manage patron records
• Circulate materials to patrons
• Process holds and transits
• Process bills and payments on patron transactions
• Offline session management
• Reports
• Basic Circulation +
• Holds
• Local Administration and Reporting (Recommended)
Circulation and shift managers on patron facing desks who have been trained on when policies may be overridden.
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Circ2• Override some circulation policies
• Manage patron records
• Circulate materials to patrons
• Process holds and transits
• Process bills and payments on patron transactions
• Reports
• Basic Circulation +
• Holds
• Local Administration and Reporting (Recommended)
Circulation staff on patron facing desks who have been trained on when policies may be overridden.
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Circ3• Manage patron records
• Circulate materials to patrons
• Process holds and transits
• Process bills and payments on patron transactions
• Reports
• Directed training by local Circ1/Circ2 staffCirculation staff.
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Circ4• Manage patron records
• Circulate materials to patrons
• Process holds and transits
• Process bills and payments on patron transactions
• Reports
• Directed training by local Circ1/Circ2 staffCirculation staff.
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*Centrally administered profiles.
** Secondary profiles.
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