Acquisition Roles
See the Training Session Link at the bottom of this information.
Module |
Role | Accessible Components |
Description |
Scope |
Role Parameters |
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creating, updating, and closing funds. |
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Fund-Ledger Viewer | ACQUISITIONS:
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Views fundsand ledgers only. |
Institution / Library |
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Invoice Manager | ACQUISITIONS:
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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 |
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Invoice Operator | ACQUISITIONS:
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Creates, edits, and reviews invoices. Reassigns invoices to other invoice operators. |
Institution / Library |
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Invoice Operator Extended | ACQUISITIONS:
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Can delete invoices. |
Institution / Library |
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Module |
Role | Accessible Components |
Description |
Scope |
Role Parameters |
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Ledger Manager | ACQUISITIONS:
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Enables creating andediting ledgers, adding funds and allocations, performing transactions, and updating ledgers and funds. |
Institution / Library |
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License Manager | ACQUISITIONS:
ADMIN:
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Manages activities related to licenses and license amendments. |
Institution |
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License Viewer | ACQUISITIONS:
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Views licenses only. |
Institution |
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Purchase Request Manager | ACQUISITIONS:
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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 |
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Module |
Role | Accessible Components |
Description |
Scope |
Role Parameters |
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ADMIN:
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Purchase Request Operator | ACQUISITIONS:
ADMIN:
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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 |
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Purchase Request Operator Extended | ACQUISITIONS:
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Can delete purchase requests. Must be combined with Purchase Request Operator or Purchase Request Manager. |
Institution / Library |
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Purchasing Manager | ACQUISITIONS:
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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 |
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Module |
Role | Accessible Components |
Description |
Scope |
Role Parameters |
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RESOURCES:
ADMIN:
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Note The item described above is not the last physical item. It is describing the last inventory item (in general = the last inventory resource). |
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Purchasing Operator | ACQUISITIONS:
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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 |
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Module |
Role | Accessible Components |
Description |
Scope |
Role Parameters |
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Acquisition(PDA)
RESOURCES:
ADMIN:
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(in general = the last inventory resource).
If Rialto is enabled, this role receives additional Rialto privileges. For more information, see Managing Rialto User Roles. |
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Purchasing Operator Extended | ACQUISITIONS:
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Can deletePO lines.
Must be combined with Purchasing Operator. |
Institution / Library |
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Receiving Operator | ACQUISITIONS:
RESOURCES:
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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 |
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Receiving Operator Limited | ACQUISITIONS:
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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 |
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Module |
Role | Accessible Components |
Description |
Scope |
Role Parameters |
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Receive
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You must assigna service unit when configuring this role. |
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Selector | ACQUISITIONS:
ADMIN:
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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 |
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Selector Extended |
This roleis no longerin use. | ||||
Trial Manager |
ACQUISITIONS:
ADMIN:
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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 |
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Trial Operator |
ACQUISITIONS:
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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 |
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Module |
Role | Accessible Components |
Description |
Scope |
Role Parameters |
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Note The item described above is not the last physical item. It is describing the last inventory item (in general = the last inventory resource). |
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Trial Participant |
NONE | An individual invitedto participate in an electronic resource trial. |
Institution |
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Usage Data Operator | ACQUISITIONS:
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Manually upload or delete COUNTER data for any vendor, manage the uploaded data files, and view usage data. |
Institution |
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Vendor Account Manager | ACQUISITIONS:
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Manages the vendor account elements of vendor records. |
Institution / Library |
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Vendor Manager | ACQUISITIONS:
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Manages all aspects of vendor records. |
Institution |
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