Acquisition Roles

Module

Role

Accessible  Components

Description

Scope

Role Parameters

• Create Purchase Request
• Funds and Ledgers
• Transfer Funds
• Move Funds in Hierarchy

creating, updating, and closing funds.

Fund-Ledger Viewer

ACQUISITIONS:

• Create Purchase Request
• Funds and Ledgers

Views fundsand ledgers only.

Institution / Library

Invoice Manager

ACQUISITIONS:

• Create Purchase Request
• Create Invoice
• Receiving and Invoicing – Review
• Receiving and Invoicing – Approve
• Waiting for Payment
• Vendors (View Only)

Manages invoice creation, review and approval activities, and assigning invoices to other operators.

Note

This role enablesusers to view the Assigned to Others tab.

Institution / Library

Invoice Operator

ACQUISITIONS:

• Create Purchase Request
• Create Invoice
• Receiving and Invoicing – Review
• Waiting for Payment
• Vendors (View Only)

Creates, edits, and reviews invoices. Reassigns invoices to other invoice operators.

Institution / Library

Invoice Operator Extended

ACQUISITIONS:

• Create Purchase Request
• Create Invoice

Can delete invoices.

Institution / Library

Module

Role

Accessible  Components

Description

Scope

Role Parameters

• Receiving and Invoicing – Review  (Edit and Delete)
• Waiting for Payment
• Vendors (View Only)

Ledger Manager

ACQUISITIONS:

• Create Purchase Request
• Funds and Ledgers
• Transfer Funds
• Move Funds in Hierarchy

Enables creating andediting ledgers, adding funds and allocations, performing transactions, and updating  ledgers and funds.

Institution / Library

License Manager

ACQUISITIONS:

• Create Purchase Request
• Licenses
• License Template

ADMIN:

• Manage Users (View Only)

Manages activities related to licenses and license amendments.

Institution

License Viewer

ACQUISITIONS:

• Create Purchase Request
• Licenses (View Only)

Views licenses only.

Institution

Purchase Request Manager

ACQUISITIONS:

• Create Purchase Request
• Manage Purchase Requests
• Vendors (View Only)
• Funds and Ledgers(View Only)

Manages purchase requests and assignsthem to otheroperators and managers. If the role is defined in a library scope, theuser may onlysee and assign requests in that libraryor those that do not belongto a specific library (the owning library field is empty).

Institution / Library

Module

Role

Accessible  Components

Description

Scope

Role Parameters

• Licenses (View Only)
• Check Availability  and Pricing

ADMIN:

• Manage Users (View Only)

Purchase Request Operator

ACQUISITIONS:

• Create Purchase Request
• Manage Purchase Requests
• Vendors (View Only)
• Funds and Ledgers(View Only)
• Licenses (View Only)
• Check Availability  and Pricing

ADMIN:

• Manage Users (View Only)

Manages purchase requests and edits the requester information. If therole is defined in a library scope, the user may only see requests in that libraryor those that do not belong to a specific library (the owning library field is empty). Reassigns purchase requests to other purchase request operators.

Institution / Library

Purchase Request Operator Extended

ACQUISITIONS:

• Create Purchase Request
• Delete Purchase Requests

Can delete purchase requests. Must be combined with Purchase  Request Operator or Purchase Request Manager.

Institution / Library

Purchasing Manager

ACQUISITIONS:

• All Purchase Order Lines, PurchaseOrder, and Advanced Tools options
• Create Purchase Request
• Import
• Monitor and View Imports

Manages authoritative purchasing operations, such as reviewing and approving POs, activating electronic resources, assigning PO lines to purchasing operators, and linking licenses to PO lines. Can also view vendor data, ledgers and funds, and invoices. Can createand edit holdings by scope. When deleting the last item associated with a bibliographic record,  can also delete that bibliographic record.

Institution / Library

Module

Role

Accessible  Components

Description

Scope

Role Parameters

• Resolve Import Issues
• Vendors
• Funds and Ledgers
• Licenses
• Check Availability  and Pricing

RESOURCES:

• Community Zone UpdatesTask List
• Import
• Monitor and View Imports
• Resolve Import Issues
• Overlap and Collection Analysis

ADMIN:

• Manage Users
• Run a Job
• Monitor Jobs
• Manage Sets
• Manage Exports

Note

The item described above is not the last physical item. It is describing the last inventory item (in general = the last inventory resource).

Purchasing Operator

ACQUISITIONS:

• All Purchase Order Lines and ImportProcessing options, except Delete PO, including Claims
• Package
• Purchase Order – Review
• Vendors
• Funds and Ledgers
• Licenses
• Exchange Rates Report
• Patron Driven

Manages all purchasing operations, including creating, reviewing, and updating PO lines, managing electronic resources, and linking licenses to PO lines.(New for May)PO lines that are assigned to others can be viewed but not updated. Can also view vendor data, ledgers and funds, and invoices. Can create and edit holdings by scope. When deleting the last item associated with a bibliographic record, can also delete that bibliographic record.

Note

The item described above is not the last physical item. It is describing the last inventory item

Institution / Library

Module

Role

Accessible  Components

Description

Scope

Role Parameters

Acquisition(PDA)

• Check Availability  and Pricing

RESOURCES:

• Community Zone UpdatesTask List
• Start NewImport
• Monitor and View Imports
• Resolve Import Issues
• Withdraw items via PO lines

ADMIN:

• Run a Job
• Monitor Jobs
• Manage Exports

(in general = the last inventory resource).

If Rialto is enabled, this role receives additional Rialto privileges. For more information, see Managing Rialto User Roles.

Purchasing Operator Extended

ACQUISITIONS:

• Delete PO
• Create Purchase Request

Can deletePO lines.

Must be combined with Purchasing Operator.

Institution / Library

Receiving Operator

ACQUISITIONS:

• Create Purchase Request
• Receiving and Invoicing – Receive
• Receiving Department Items
• Scan in Items

RESOURCES:

• Withdraw items via PO lines

Manages the arrivalof both physical and electronic purchased items.

Note

The items described above are not the lastphysical items. They are describing the lastinventory items (in general = the last inventory resource).

You must assigna service unit when configuring this role.

Institution / Library

• Service Unit – The department for which this role applies.

Receiving Operator Limited

ACQUISITIONS:

• Create Purchase Request
• Receiving and Invoicing –

Has Receiving Operator privileges, but cannot delete orders. When deleting the last item associated with a bibliographic record, can also delete that bibliographic record.

Institution / Library

• Service Unit – The department for which this role applies.

Module

Role

Accessible  Components

Description

Scope

Role Parameters

Receive

• Receiving Department Items
• Scan in Items

You must assigna service unit when configuring this role.

Selector

ACQUISITIONS:

• Create Purchase Request
• Manage Purchase Requests
• Vendors (View Only)
• Funds and Ledgers(View Only)
• Licenses (View Only)

ADMIN:

• Manage Users (View Only)

This role is for use by Rialto. The functionalities listed here are transferred to Purchase Request Operator/Manager. For more information, see Managing Rialto User Roles.

Institution

Selector Extended

This roleis no longerin use.

Trial Manager

ACQUISITIONS:

• Manage Trials
• Create Purchase Request

ADMIN:

• Manage Users (View Only)

Manages electronic resource trials and evaluations as part of preprocessing for acquisitions, and manages the Trial  Operator. When deleting the last item associated with a bibliographic record, can also delete that bibliographic record.

Note

The item described above is not the last physical item. It is describing the last inventory item (in general = the last inventory resource).

Institution

Trial Operator

ACQUISITIONS:

• Manage Trials
• Create Purchase Request

Manages electronic resource trials and evaluations as part of preprocessing for acquisitions. When deleting the last item associated with a bibliographic record, can also delete that bibliographic record.

Institution