Eureka cataloging roles feedback

Eureka cataloging roles feedback

Feedback on basic roles for cataloging in Eureka (draft)

Role

Tasks

Notes/feedback

Role

Tasks

Notes/feedback

Technical services (non cataloger)

  • View Inventory records

 

Cataloger

  • Create, view, edit Inventory records (FOLIO + MARC)

  • Move holdings/items

  • Create, view, edit MARC authority records

  • View Inventory, MARC authority settings

  • Data export (view)

  • Export manager (view)

  • Data import (view)

  • ECS: share instances

 

Cataloging supervisor

  • Create, view, edit, delete Inventory records

  • Create, view, edit, delete MARC authority records

  • Create, view, edit, delete Inventory, MARC authority settings

  • Data export all

  • Export manager all

  • Data import all

  • BE permission to change settings for linking rules, marc validation, retention periods etc.

  • ECS: share instances

 

ERM user - view only

  • View eholdings

  • Export manager

  • View eholdings settings

  • View agreements

  • View notes

  • View tags

 

ERM user

  • Create, view, edit eholdings

  • Export manager

  • View eholdings settings

  • Create, view, edit agreements

  • Create, view, edit notes

  • Create, view, edit tags

 

ERM supervisor

  • Create, view, edit, delete eholdings

  • Export manager

  • Create, view, edit, delete eholdings settings

  • Create, view, edit agreements

  • Create, view, edit, delete notes

  • Create, view, edit, delete tags

  • View users