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USER ADMINISTRATION

Chapter 2. MANAGING USERS

   

 


Modifying AGCat Permissions

NOTE: AGCat Permissions are available only if your library has purchased the optional AGCat Client module.

When you add a new user and assign CAT Staff permissions (see Adding a User for details), the AGCat Permissions screen displays automatically when you <PREV submit the new user record. When you click the AGCAT Permissions link on the Edit User Accounts screen (see Editing User Accounts for details), the AGCat Permissions screen displays.

AGCat Permissions Screen

AGCat Permissions Screen

The AGCat Permissions screen shows the AGCat permissions currently granted to the user when performing cataloging maintenance functions using AGCat (see the AGCat Client User Guide for details). AGCat Permissions determine the specific cataloging functions the user can perform within the Union database. AGCat Permissions determine the type of information the user can upload to the database (bibliographic and/or holdings) and the libraries for which the user can perform database maintenance (their library only, selected libraries or all libraries).

You may change AGCat Permissions as desired.

To modify AGCat Permissions:

NOTE: If any bibliographic update permission is granted, a holding update permission must also be granted.

  1. Use the radio buttons to select the permissions you wish to grant to the user.
    • Use the definitions below to determine whether a permission should be granted or denied for a given user.

      NOTE: Depending on the CAT Permissions currently granted to your library (by the Customer SuperUser for your consortium or collective), some permissions may not be available for assignment to library staff members.

    Bib Permissions:

    • Update Any Bib - Can upload new/edited bibliographic information or delete bibliographic records for any library.
    • Update Only My Bib - Can upload new/edited bibliographic information or delete bibliographic records for your library only (for bibliographic records to which your library is the only holder attached).
    • Update List Bib - Can upload new/edited bibliographic information or delete bibliographic records for multiple selected libraries only (for bibliographic records to which one or more of the libraries shown in the Library List are the only holders attached).
    • Cannot Update Bib - Cannot upload new/edited bibliographic information or delete bibliographic records for any library.

HLD Permissions:

  • Update Any HLD - Can upload added/edited/deleted holdings (locations) information for any library.
  • Update Only My HLD - Can upload added/edited/deleted holdings (locations) information for your library only (for bibliographic records to which your library is the only holder attached).
  • Update List HLD - Can upload added/edited/deleted holdings (locations) information for multiple selected libraries only (for bibliographic records to which one or more of the libraries shown in the Library List are the only holders attached).
  • Cannot Update HLD - Cannot upload added/edited/deleted holdings (locations) information for any library.
  1. If the Update List Bib or Update List HLD option is selected for either the Bib Permissions or HLD Permissions, enter the library codes for which the user may perform database updates in the Library List text box.

    NOTE: If your library has been granted Update Any Bib or Update Any HLD permissions, the Library List option is available. If your library has been granted Update List Bib and Update List HLD permissions only, the Library List field is read-only, and contains the library codes for which your library is authorized to perform cataloging maintenance functions (as established by the Customer SuperUser for your consortium or collective).

    NOTE: The system uses the same Library List for both the bibliographic update permission and the holding update permission (when the by Library codes option is selected). You cannot specify a different Library List for bibliographic and holding update permissions.

    • Enter the library codes for the libraries for which the user may perform database updates in the Library List text box. Separate multiple library codes with commas. DO NOT use spaces in the Library List.
    • If desired, click the Lookup button to use the Lookup feature to locate the desired Library Codes:
      • The Library Code Lookup screen displays in an additional browser window. This list shows the Library Code and Library Name for all libraries in your consortium or collective.

Library Code Lookup Screen

Library Code Lookup Screen

  • Click the Sort by Library Code button to sort the list alphabetically by Library Code.
  • Click the Sort by Library Name button to sort the list alphabetically by library name.
  • Click the Library Code for a library you wish to add to the Library List. The selected code is automatically added to the list. Select additional codes as desired.
  • When all desired libraries have been selected, click the Close button to close the Library Code Lookup window and return to the CAT Permissions screen.
  1. When all desired changes to AGCat Permissions have been made, click the Submit button to save your changes.