08-21-2024 Meeting Notes

UM SIG

WOLFCon Sessions

• Three UM SIG sessions scheduled at WOLFCon: API’s, Intro to UM, Managing User Permissions

  • API’s:

    • Maura: Python, DBeaver, Postman with API’s to check and troubleshoot user permissions.

    • Amelia: Python with API’s to update user permissions and service points (User UUID, Permission ID).

  • Introduction to User Management

    • Show and tell Users app

      • Users app is a core functionality in FOLIO

    • Setting up permissions sets in your tenant

      • Nesting permission sets; adding individual permissions

      • Role-based permission sets

    • User Notes pop-ups and other unexpected functionalities

      • Warnings: A deleted note is gone forever. No recovery.

      • Notes permissions

      • UI interface - different from other ILS systems

      • Deleting user records - dependencies

    • Custom fields: what are they and how are they used?

    • Patron blocks

  • Permissions management

    • Strategies for assigning role-based permission sets

      • Consult with stakeholders!

      • Maura: How did we set up our permission sets initially? How did we make changes?

      • Erin, Christine: User Management Work Group (internal)

        • We are the assigners of permissions. We do not decide who gets which permissions.

        • Requests to update staff member’s permissions are emailed to the User Management Work Group (email distribution list).

        • Special permissions: SPC example

        • Record-keeping: Google Sheet

          • Permissions assigned

          • Work area

          • Service point(s) assigned

      • Amelia: Tiered permission sets based on apps used

        • 1 - View permissions

        • 2 - Editing permissions (with restrictions)

        • 3 - High-level editing permissions

        • 4 - Editing/Deleting permissions

        • Admin - change settings for an area

        • Decisions re: tiers made via committee for each app

    • Mutable vs. immutable permissions

    • Permission changes in each flower release.

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