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Acquisitions/Serials Levels: 

Z1: Student Assistant (No Serials Functions)

Create, update, and arrive monographic orders, update and delete items; place and update monographic claims; create, add, and delete invoice line items, but not authorize invoices or delete general invoices; display-only for budgets, vendors, and subscriptions; no serials functions.

Z2: Selector

Display-only: orders, arrivals, claims, invoices, budgets, vendors, subscriptions, and items.

Z3: Monographic Receiving and Payments Clerk

Create, update, and arrive monographic orders; assign and update order's budget; place, update, and delete monographic claims; create, authorize, and delete invoices; display all budgets & budget transactions, and update budgets; create & update vendors; display subscriptions, serial claims, view routing list; display and update items; no serials functions.

Z4: Monographic Ordering and Receiving Clerk (No Payment Functions)

Create, arrive, and delete orders; assign and update order's budget; place, update, and delete monographic claims; display-only invoices; display all budgets & budget transactions, but not update budgets; create, update and delete vendors; display subscriptions and serial claims; update and delete items.

Z4A: Serials and Bindery Clerk/Cataloging Maintenance (No Payment or Order Functions)

Serials subfunctions to allow journal check-in; create, update, and delete subscriptions; but no routing list creation and maintenance, nor claiming; all items control subfunctions except Delete Item History Record; display and edit HOL; display-only order, invoices, budgets, vendors, monographic arrivals.

Z4B: Serials and Bindery Clerk (No Payment Functions)

All serials subfunctions to allow journal check-in and claiming; create, update, and delete subscriptions; routing list creation and maintenance; all items control subfunctions except Delete Item History Record; display and edit HOL; create, update, delete orders; assign and update order's budget ; Display invoices, update invoice line items, but not add line items, not create invoices, not update general invoice amount or status; Display-only budgets, vendors, monographic arrivals.

Z5*: SerAcq Librarian with Payment Authorization

All seracq privileges except Online Utilities Interface.

Z5A: SerAcq Librarian without Payment Authorization (Cannot Authorize Invoice Payments)

All seracq privileges except invoice authorization and Online Utilities Interface. (Highest Acq permission level permitted for ShadyGrove.)

* Z5 and Z6 are the same because no one has access to online utilities

New Acq permissions adopted June 15, 2013.

Acquisitions/Serials Levels (superseded)

Superseded acquisitions/serials levels are listed here

Cataloging and Database Maintenance Levels:

D1- View records, produce spine labels

Retrieve and view BIB; retrieve and view HOL record list and record; display item, item list, item history, item summary, bind list; print label; display order, claim, arrival; view order summary; display serials copy, item, claim, HOL list, subscription; view release notes.

D2- Create brief BIB records, edit ITEMS

All above plus: quick cataloging (items, order); update and bind item; link and unlink item to HOL; global item change.

D3- Delete ITEMS

All above plus: delete item; update bind record, bind item arrival.

D4- HOL records: create/edit/delete

All above plus: send (save) to server and delete local BIB (OWN tag=PUBLIC); create, send (save) to server and delete HOL; show and move subscription via overview tree (navigation map).

D5- BIB records: create/edit/delete

All above plus: create, send (save) to server and delete BIB; delete ADM; create item; restore item from history; delete item history record; show and move item and order via overview tree (navigation map); all record trigger functions.

D6- AUTH records: create/edit/delete

All above plus: create, send (save) to server and delete AUTH; list unauthorized headings.

D7- Global Authority changes, generate reports.

All above plus: all task manager functions.


Circulation, Reserves and ILL Levels: 

C1: Student

Loan, return and renew items, but cannot override dates or delete loans; display item and patron data, except additional IDs and details on loans, items, and cash; cannot create, edit or delete cash transactions, items, or patron records.

C2: Student/Staff Level 1

Same as C1, plus the following:  create and delete hold requests; display item and patron data, including item history, patron IDs, and loan/cash details; register and update patron records, but cannot delete additional IDs; cannot create, edit or delete cash transactions.

C2.5: Staff Level 2

Same as C2, plus the following: can display circulation summary, update cash transactions, make payments, print cash receipts, override loan and hold request errors, and update hold requests. As with C1 and C2, cannot waive payments.

C3: Staff Level 3

All of the above, including create, edit and delete loan/cash transactions, patron records, and hold requests. Change item to lost and claim return. Change item information via Circulation module. Discharge for in-house use.

C4: Supervisor

Same as C3, plus the following: delete items, restore items from history, and globally change items via Items module (where items from all campuses are accessible); edit item process status via Circulation module.

C4RES: Reserves Supervisor

Same as C4, plus ability to work with the ALEPH Reserves functionality including the ability to add a course and add a document to a reserve course.  This only applies to those campuses which are using ALEPH Reserves (if you just use an Item Status that has the word "reserves" in it but don't create courses in ALEPH and attach documents to them, you do not need this).  

ILL: ILL Staff

Not currently used.

Notes: C4 users can potentially modify records of items from any campus. All display and editing of cash transactions are restricted to your campus and/or library. No circulation levels are currently authorized to delete users.

* NOTE: When consolidating version 15 and 16 documentation Z2 and Z2A definitions were flipped on 7-28-09. i.e. Z2 became Selector and Z2A became Receive / payment LT.

08/25/2006 Aleph Security Subgroup

EDU-DOC-006

3 Comments

  1. Is there a way to add "in-house use" for C2 accounts?  I'd like our student employees to have the ability to use that function, but there's no reason they should need to create or edit cash transactions.

    1. David Wilt will take your suggestion to the Access Services Committee.

      1. Haha, I'll look forward to it, thanks!