USER ADMINISTRATION

Chapter 2. MANAGING USERS

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Chapter 2

Modifying Circulation Administration Permissions

Modifying CAT Admin Permissions

When you add a new user and assign CAT Staff permissions (see Adding a User for details), the CAT Admin Permissions screen displays automatically when you submit the new user record. When you click the CAT Admin Permissions link on the Edit User Accounts screen (see Editing User Accounts for details), the CAT Admin Permissions screen displays. The CAT Admin Permissions screen shows the CAT Administration permissions currently granted to the user. You may grant or deny additional permissions as desired.

To modify CAT Admin Permissions:

The CAT Admin Permissions screen shows a listing of all submenus, features and functions available through the CAT Admin menu. Click the Expand Submenu icon next to a submenu name to view a hierarchical listing of all features and functions available within the associated submenu. (Click the Collapse Submenu icon next to the submenu name to close the listing.)
- Permissions granted to the current user are indicated by a checkmark next to the permission name.
Use the checkboxes associated with each feature and function to grant or deny access to the function.
- A checkmark indicates the user is granted the associated permission.
- An empty checkbox indicates the user is denied the associated permission.
- Clicking a checkbox repeatedly will toggle it on and off.
NOTE: To grant a user access to a feature or function within a given submenu, you must select the checkbox for the associated submenu. When you select the checkbox for a submenu, the checkboxes for all features and functions within the submenu are selected automatically.
Use the definitions below to determine whether a permission should be granted or denied for a given user.

Permission	Definition
Catalog Maintenance	Allows the user to perform catalog maintenance functions (create and edit bibliographic records, add and edit item records) in their library’s main database.
View Download Cart	Allows the user to view, manage and download the contents of the Download Cart for their user account.
Download AGCat Utility	Allows the user to download the optional AGCat Client to a local workstation.
Create New CAT Record	Allows the user to access the Create New Cataloging record screen, from which the AGCat client can be launched to allow for creation of a new bibliographic record.
MARC Tag Report	Allows the user to generate MARC Tag Reports. NOTE: The MARC Tag Report function is optional, and may not be enabled for all libraries or systems. When this permission is selected, the MARC Tag Report option will be shown in the CAT Admin menu ONLY if the MARC Tag Report function has been enabled for your library or system.
MARC Definition Editor	Allows the user to access the MARC Definition Editor to view, add, edit and/or delete MARC tag definitions for their system.
Local Cover Images	Allows the user to view the Local Cover Images submenu. User may be selectively granted permissions for the following functions:
Add Local Cover	Allows the user to add a local cover image for a specified bibliographic record.
Delete Local Cover	Allows the user to delete a previously uploaded local cover image from a specified bibliographic record.
Add Item	Allows the user to view the Add Item submenu. User may be selectively granted permissions for the following functions:
Add Item	Allows the user to add a new item record to a selected bibliographic record.
Set Add Defaults	Allows the user to configure the default values for various fields on the Add Item Record screen.
Edit Item	Allows the user to edit the content of an existing item record or delete an existing item record.
Item Status	Allows the user to view the current status of a selected item
Add Brief Record	Allows the user to add a brief record for an item in the event a bibliographic record for the item in their library’s collection does not exist in the library’s database.
Bib Record Merge	Allows the user to merge a "duplicate" bibliographic record with a selected "master" record, transfer item records and reserves from the "duplicate " record to the "master" record, and delete the "duplicate" record.
Authority Database Connection	Allows the user to specify the parameters for connection to the desired authority database.
Authority Heading Report	Allows the user to generate a report showing authority heading usage in your library’s Main A-G database.
MARC Import	Allows the user to view the MARC Import submenu. User may be selectively granted permissions for the following functions:
Item Generation Setup	Allows the user to specify the data required by VERSO to perform automatic item record generation when uploading bibliographic records to their library’s database.
BibTool Admin	Allows the user to upload a MARC record file to their library’s database.
Matching Sets Admin	Allows the user to specify the criteria used to determine when an existing record in their library’s database matches an uploaded MARC record for the purpose of automatically updating the existing record according to data contained in the uploaded record.
Set MARC Load Defaults	Allows the user to configure the default values to be used when importing a MARC record file.
MARC Export	Allows the user to view the MARC Export submenu. User may be selectively granted permissions for the following functions:
Item Generation Setup	Allows the user to specify the data required by VERSO to perform automatic item record generation when downloading bibliographic records from their library’s database.
Export Admin	Allows the user to export a MARC Records file for titles in their library’s database.
Create New Digital Collection Record	THIS FUNCTION IS OBSOLETE
Inventory	Allows the user to view the Inventory submenu. User may be selectively granted permissions for the following functions:
Load Inventory	Allows the user to upload an inventory file (essentially a list of barcodes) prepared outside the VERSO system.
Inventory Reports	Allows the user to generate reports that reconcile their library’s physical inventory with the item records in the library’s database.
Online Barcode Entry	Allows the user to enter barcodes for inventoried items for a selected collection online, either manually or by using a barcode scanner.
Set Missing Items Exception	Allows the user to automatically apply the Missing exception to all “unreconciled” items for a selected location
Delete Inventory File	Allows the user to clear the contents of the inventory file for a selected location in preparation of a new inventory for the location.
Print Labels	Allows the user to view the Print Labels submenu. User may be selectively granted permissions for the following functions:
Select Labels	Allows the user to choose the specific items for which spine, pocket, and/or barcode labels will be printed.
Review Labels	Allows the user to review the list of items for which spine, pocket and/or barcode labels will be printed prior to printing the labels.
Print Labels	Allows the user to print or export spine and pocket labels for items in the currently selected print set.
Print Barcodes	Allows the user to print patron or item barcodes labels based on a specified starting barcode sequence.
Set Workstation Printer	Allows the user to specify the workstations printer(s) to be used when printing receipts and other materials during checkout and checkin transactions.
URL (856) Checker	Allows the user to validate URLs in MARC tag 856 $u for all records in your library’s A-G database(s).
SAGE	Allows the user to perform "group" (batch) editing of Item, User or Acquisitions (order, vendor, fund) records using the Smart Application Group Editor.
About AGent	THIS FUNCTION IS OBSOLETE.

When all desired submenus, feature and functions have been selected, click the Submit button to submit your changes to CAT Admin Permissions.

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Chapter 2

Modifying Circulation Administration Permissions