Privileges for Roles in Alma

This page describes the privileges available for each role in Alma. For information on managing the roles, see Managing User Roles. For the Role Privileges page, see Roles and Registration Configuration.

Privileges for ACQ_ADMINISTRATOR

Privilege Default State Privilege Description
ACQ_ADMINISTRATION Enabled Gives access to Configuration Menu of Acquisition. It has the option of edit or read only (can be marked as read only on the role level).
ACQUISITIONS_ADMINISTRATOR_ANALYTICS Enabled N/A
AUTO_MD_IMPORT_PROFILES_RECOMMENDATIONS Enabled N/A
DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information
ELECTRONIC_INVENTORY_VIEW Enabled
  • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
  • API - Retrieve list of collections / portfolios
  • API - Retrieve collection / portfolios by ID
HIGH_REQUEST_LOAD_RECOMMENDATIONS​ Enabled Enables the usage/edit of the recommendation type "High request load"
MANAGE_EXPORTS Enabled Controls the "manage exports"
PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
PHYSICAL_SEARCH_LABEL_MANAGEMENT Enabled Enables libraries to choose different roles for managing labels in physical inventory searches.
PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name appears.
REPOSITORY_LABEL_MANAGEMENT Enabled Enables adding local labels to records in Titles search results.
TABLE_CONFIG_FULL Enabled Relates to the configuration table. All of the access to the configuration tables (which are not code or mapping tables) needs this privilege. Acquisitions do not use this privilege.
TASK_CHAIN_CHANGE_PO_LINE_LIMITED_ATTRIBUTES Enabled Visibility of the job (1. Admin menu > Run a job 2. Admin menu > Monitor jobs) Update PO line information advanced
TASK_CHAIN_LEGAL_DEPOSIT_ANNUAL_RECEIPT Enabled Visibility of the job (1. Admin menu > Run a job 2. Admin menu > Monitor jobs) Legal Deposit annual Receive
TASK_CHAIN_PO_LINE_CHANGE_PO_LINES_STATUS Enabled Visibility of the job (1. Admin menu > Run a job 2. Admin menu > Monitor jobs) Change PO line status
TASK_CHAIN_PO_LINE_PO_LINE_WORKFLOW_UPDATE Enabled Visibility of the job (1. Admin menu > Run a job 2. Admin menu > Monitor jobs) Update PO lines workflow
TASK_CHAIN_PO_LINE_UPDATE_PO_LINES_INFORMATION Enabled Visibility of the job (1. Admin menu > Run a job 2. Admin menu > Monitor jobs) Update PO lines information
TASK_CHAIN_PO_LINE_UPDATE_PO_LINES_TRANSACTIONS Enabled Visibility of the job (1. Admin menu > Run a job 2. Admin menu > Monitor jobs) Update PO lines transactions
UPDATE_UXP_PREFERENCE Disabled Controls the UX rollout preference.
VIEW_LOAN_DETAILS_PRIVILEGE Disabled When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user does not have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
VIEW_LOAN_DETAILS Enabled N/A
VIEW_OPERATOR_DETAILS_ACQ Disabled Enables viewing operator details in acquisitions pages
VIEW_OPERATOR_DETAILS_FULFILLMENT Disabled Enables viewing operator details in fulfillment pages
VIEW_OPERATOR_DETAILS_REPOSITORY Disabled Enables viewing operator details in repository pages
VIEW_OPERATOR_DETAILS_USER_MANAGEMENT Disabled Enables viewing operator details in user management pages

Privileges for CATALOGING_ASSISTANCE_BY_AI

Privilege Default State Privilege Description
CREATE_WITH_AI Enabled

Enables the cataloger to create a new draft record with the AI Metadata Assistant

ENRICH_WITH_AI Enabled

Enables the cataloger to enrich an existing record that they are editing with the AI Metadata Assistant

Privileges for ALMA_ANALYTICS_ADMINISTRATOR

Privilege Default State Privilege Description
ALMA_ANALYTICS_ADMINISTRATOR Enabled
  • Subscribe to Analytics* Opens the Analytics Configuration and Subscription page. This Enables users to enable or disable Analytics Subscriptions of Scheduled Reports. Scheduled Reports are created by Analytics Administrators in the Analytics Object List option.
  • Analytics Objects List* Opens the Analytics Configuration and Subscription page of all Analytics objects. This Enables the creation and management of Analytics Objects, both Alma and Primo, which include Dashboard, Report, Scheduled Dashboard, Scheduled Report and Widget. The objects created can then be used by users, such as widgets on a home page, or subscribing to a scheduled report.
  • Analytics User Statistics* Opens the Analytics User Statistics page. This Enables for the management of the Analytics Statistics values in the system Code Table. A Description or Translation can be set in this page to each of the Statistic values. The table code is " AnalyticsUserStatistics".
  • Analytics Citation Attribute Types* Opens the Analytics Citation Attribute Types. This Enables for management of the Citation Attribute Type values in the system Code Table. A Description or Translation can be set in this page to each of the Attribute Type values. The Table Code is "AnalyticsCitationAttributeTypes".
PHYSICAL_SEARCH_LABEL_MANAGEMENT Enabled Enables libraries to choose different roles for managing labels in physical inventory searches.
PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name appears.
DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information
ELECTRONIC_INVENTORY_VIEW Enabled
  • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
  • API - Retrieve list of collections / portfolios
  • API - Retrieve collection / portfolios by ID
PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
REPOSITORY_LABEL_MANAGEMENT Enabled Enables adding local labels to records in Titles search results.
UPDATE_UXP_PREFERENCE Disabled Controls the UX rollout preference.
VIEW_OPERATOR_DETAILS Enabled Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history...)

Privileges for CATALOGER

Privilege Default State Privilege Description
CATALOGER_ANALYTICS Enabled N/A
CATALOGING Enabled
  • API : get, update, create or delete bib/s, authority.
  • MD Editor: View collections, Open MD Editor, External search,
  • Browse bib headings, Browse shelf listing
  • Contribute E collection
  • Observe network harvesting list
  • MD Import management
  • Duplicate titles analysis
  • Publishing profiles and information
  • Resource management configuration
CONTRIBUTOR Enabled MD Editor * Contribute templates / rules Esploro operations
DELETE_BIB Enabled When canceling a PO line, determines what to do if the bib is bibliographic records without inventory. The option to delete bibliographic records without inventory is dependent on this privilege. When withdrawing an item, determines whether the option "Delete bibliographic record (unless other holdings are present)" is displayed.
DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information
ELECTRONIC_INVENTORY_VIEW Enabled
  • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
  • API- Retrieve list of collections / portfolios
  • API - Retrieve collection / portfolios by ID
LOCALIZE_SELECTED_PORTFOLIOS Enabled CZ Portfolio list * Activate selected portfolios
MANAGE_REMINDERS Enabled Manages reminders * Observe, edit, delete, create
MERGE_RECORDS_IN_CENTRAL_CATALOG Disabled Enables performing a merge of records in SBN central catalog.
NORMALIZATION_RULES_ENABLED Enabled

This privilege enables institutions to control which users have the rights to create/modify normalization rules of any type.

Institutions can disable this privilege for selected roles if needed, by contacting Ex Libris support.

When this privilege is disabled, users will not have the following normalization rules capabilities (DROOLS and XSL):

  • Create new/edit existing Normalization Rules (NRs)
  • Edit, Duplicate, or Delete NRs in the side pane Rules in the MDE
  • Test NRs on a MARC record in a side-by-side mode

For more information on creating normalization rules for bibliographic records in XSL format, see Alma XSL Normalization Rule Examples.

PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name appears.
RESTORE_RECORD_VERSION Enabled MD Editor: Restore previous version
SETS_EDIT Enabled Controls access to edit action sets
TASK_CHAIN_BIB_MMS_EXPORT Enabled Enables running the Export Bibliographic Records job
UPDATE_UXP_PREFERENCE Disabled Controls the UX rollout preference.
VIEW_LOAN_DETAILS_PRIVILEGE Disabled When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user does not have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
VIEW_OPERATOR_DETAILS Enabled Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history...)

Privileges for CATALOGER_EXTENDED

Privilege Default State Privilege Description
CONTRIBUTOR Enabled MD Editor * Contribute templates / rules Esploro operations
DELETE_BIB Enabled When cancelling a PO line, determines what to do if the bib is bibliographic records without inventory. The option to delete bibliographic records without inventory is dependent on this privilege. When withdrawing an item, determines whether the option “Delete bibliographic record (unless other holdings are present)” is displayed.
DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information
ELECTRONIC_INVENTORY_VIEW Enabled
  • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
  • API - Retrieve list of collections / portfolios
  • API - Retrieve collection / portfolios by ID
LOCALIZE_SELECTED_PORTFOLIOS Enabled CZ Portfolio list * Activate selected portfolios
MERGE_RECORDS_IN_CENTRAL_CATALOG Enabled Enables performing a merge of records in SBN central catalog.
MANAGE_REMINDERS Disabled Manages reminders * Observe, edit, delete, create
MMS_DELETE Enabled Enables bib record deletion from MD Editor
NORMALIZATION_RULES_ENABLED Enabled

This privilege enables institutions to control which users have the rights to create/modify normalization rules of any type.

Institutions can disable this privilege for selected roles if needed, by contacting Ex Libris support.

When this privilege is disabled, users will not have the following normalization rules capabilities (DROOLS and XSL):

  • Create new/edit existing Normalization Rules (NRs)
  • Edit, Duplicate, or Delete NRs in the side pane Rules in the MDE
  • Test NRs on a MARC record in a side-by-side mode

For more information on creating normalization rules for bibliographic records in XSL format, see Alma XSL Normalization Rule Examples.

PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name appears.
RESTORE_RECORD_VERSION Enabled MD Editor: Restore previous version
UPDATE_UXP_PREFERENCE Disabled Controls the UX rollout preference.
VIEW_LOAN_DETAILS_PRIVILEGE Disabled When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
VIEW_OPERATOR_DETAILS Enabled Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)

Privileges for CATALOG_ADMINISTRATOR

Privilege Default State Privilege Description
ADD_AND_REMOVE_EXTENSIONS Enabled The visibility of the "Add Extensions" button in MARC profile configuration
AUTO_MD_IMPORT_PROFILES_RECOMMENDATIONS Enabled N/A
CATALOG_ADMINISTRATOR_ANALYTICS Enabled N/A
CATALOGING Enabled
  • API: get, update, create or delete bib/s, authority.
  • MD Editor: View collections, Open MD Editor, External search, Browse bib headings, Browse shelf listing
  • Contribute E collection
  • Observe network harvesting list
  • MD Import management
  • Duplicate titles analysis
  • Publishing profiles and information
  • Resource management configuration
CATALOGING_CONFIGURATION Enabled
  • Primo dashboard widget
  • MD Editor: View collections, Open MD Editor, External search, Browse bib headings, Browse shelf listing
  • Contribute E collection
  • Observe network harvesting list
  • MD Import management
  • Duplicate titles analysis
  • Publishing profiles and information
  • Resource management configuration
  • Merge and Combine menu link
CONTRIBUTOR Enabled
  • MD Editor * Contribute templates / rules
  • Esploro operations
DELETE_BIB Enabled
  • When cancelling a PO line, determines what to do if the bib is bibliographic records without inventory. The option to delete bibliographic records without inventory is dependent on this privilege.
  • When withdrawing an item, determines whether the option “Delete bibliographic record (unless other holdings are present)” is displayed.
DESCRIPTION_TEMPLATE_RECOMMENDATIONS Enabled Enables the usage/edit of the recommendation type "Description Templates"
DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information
ELECTRONIC_INVENTORY_VIEW Enabled
  • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
  • API - Retrieve list of collections / portfolios
  • API - Retrieve collection / portfolios by ID
IDENTICAL_SYSTEM_CONTROL_NUMBER_RECOMMENDATIONS Enabled N/A
LOCALIZE_SELECTED_PORTFOLIOS Enabled CZ Portfolio list * Activate selected portfolios
MANAGE_EXPORTS Enabled Controls the "manage exports"
MERGE_RECORDS_IN_CENTRAL_CATALOG Disabled Enables performing a merge of records in SBN central catalog.
NORMALIZATION_RULES_ENABLED Enabled

This privilege enables institutions to control which users have the rights to create/modify normalization rules of any type.

Institutions can disable this privilege for selected roles if needed, by contacting Ex Libris support.

When this privilege is disabled, users will not have the following normalization rules capabilities (DROOLS and XSL):

  • Create new/edit existing Normalization Rules (NRs)
  • Edit, Duplicate, or Delete NRs in the side pane Rules in the MDE
  • Test NRs on a MARC record in a side-by-side mode

For more information on creating normalization rules for bibliographic records in XSL format, see Alma XSL Normalization Rule Examples.

PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
PHYSICAL_SEARCH_LABEL_MANAGEMENT Enabled Enables libraries to choose different roles for managing labels in physical inventory searches.
PROCESS_ADD Enabled Controls the ability to add jobs
PROCESS_MANAGE Enabled Access to Manage Jobs and Sets menu options, Observe Primo dashboard
PROCESS_VIEW Enabled Controls the ability to view jobs
PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name appears.
REPOSITORY_LABEL_MANAGEMENT Enabled Enables adding local labels to records in Titles search results.
RESOLVE_IMPORT Enabled See "Resolve Imports Issues" in the Acq. menu
RESTORE_RECORD_VERSION Enabled MD Editor: restore previous version
SETS_EDIT Enabled Controls access to edit sets action
TABLE_CONFIG_FULL Enabled Relates to the configuration table. All of the access to the configuration tables (which are not code or mapping tables) needs this privilege. Acquisitions do not use this privilege.
TASK_CHAIN_BIB_MMS_CNMARCBIB_NORMALIZATION Enabled Runs different "CNMARC Bib Normalization" processes
TASK_CHAIN_BIB_MMS_DCAP01_NORMALIZATION Enabled Runs different "DCAP01 Bib Normalization" processes
TASK_CHAIN_BIB_MMS_DCAP02_NORMALIZATION Enabled Runs different "DCAP02 Bib Normalization" processes
TASK_CHAIN_BIB_MMS_EXPORT Enabled Enables running the Export Bibliographic Records job
TASK_CHAIN_BIB_MMS_ITEM_WITHDRAW Enabled Enables access to the Withdraw items job
TASK_CHAIN_BIB_MMS_KORMARCBIB_NORMALIZATION Enabled Runs different "Kormarc Normalization" processes
TASK_CHAIN_BIB_MMS_MARC21BIB_NORMALIZATION Enabled Runs different "Marc 21 Normalization" processes
TASK_CHAIN_BIB_MMS_MARC21MANAGEMENT_TAGS Enabled Runs different "Management Tags" jobs
TASK_CHAIN_BIB_MMS_METADATA_MANAGEMENT Enabled
  • Runs different "Metadata Management" jobs (for example "Delete Bibliographic records") -
  • Adds reminders
  • Unlinks bib records from authority records
  • Changes Record DC Application Profile
TASK_CHAIN_BIB_MMS_MODS_NORMALIZATION Enabled Runs different "MODS Normalization" processes
TASK_CHAIN_BIB_MMS_QUALIFIED_DC_NORMALIZATION Enabled Runs different "Qualified DC Normalization" processes
TASK_CHAIN_BIB_MMS_UNIMARCBIB_NORMALIZATION Enabled Runs different "UNIMARC Bib Normalization" processes
TASK_CHAIN_PUBLISHING_BULK_PUBLISHING Enabled Runs "Primo Republish Set of Titles" job
TASK_CHAIN_PUBLISHING_OCLC_BULK_PUBLISHING Enabled Runs "Bib OCLC Republish Set of Titles" and "Holding OCLC Republish Set of Titles" jobs
VIEW_LOAN_DETAILS_PRIVILEGE Disabled When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
UPDATE_UXP_PREFERENCE Disabled Controls the UX rollout preference.
VIEW_OPERATOR_DETAILS Enabled Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
VIEW_OPERATOR_DETAILS_ACQ Disabled Enables viewing operator details in acquisitions pages
VIEW_OPERATOR_DETAILS_FULFILLMENT Disabled Enables viewing operator details in fulfillment pages
VIEW_OPERATOR_DETAILS_REPOSITORY Disabled Enables viewing operator details in repository pages
VIEW_OPERATOR_DETAILS_USER_MANAGEMENT Disabled Enables viewing operator details in user management pages

Privileges for CATALOG_MANAGER

Privilege Default State Privilege Description
CATALOG_MANAGE Enabled MD Editor: view collections, Open MD Editor, External search, Browse bib headings, Browse shelf listing. Merge and Combine menu link.
CATALOGER_ANALYTICS Enabled N/A
CATALOGING Enabled
  • API: get, update, create or delete bib/s, authority.
  • MD Editor: view collections, Open MD Editor, External search, Browse bib headings, Browse shelf listing
  • Contribute E collection
  • Observe network harvesting list
  • MD Import management
  • Duplicate titles analysis
  • Publishing profiles and information
  • Resource management configuration
CONTRIBUTOR Enabled MD Editor * Contribute templates / rules Esploro operations
DELETE_BIB Enabled
  • When cancelling a PO line, determines what to do if the bib is bibliographic records without inventory. The option to delete bibliographic records without inventory is dependent on this privilege.
  • When withdrawing an item, determines whether the option “Delete bibliographic record (unless other holdings are present)” is displayed.
DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information
ELECTRONIC_INVENTORY_VIEW Enabled
  • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
  • API - Retrieve list of collections / portfolios
  • API - Retrieve collection / portfolios by ID
IDENTICAL_SYSTEM_CONTROL_NUMBER_RECOMMENDATION Disabled N/A
LOCALIZE_SELECTED_PORTFOLIOS Enabled CZ Portfolio list * Activate selected portfolios
MANAGE_EXPORTS Enabled Controls the "manage exports"
MERGE_RECORDS_IN_CENTRAL_CATALOG Enabled Enables performing a merge of records in SBN central catalog.
NORMALIZATION_RULES_ENABLED Enabled

This privilege enables institutions to control which users have the rights to create/modify normalization rules of any type.

Institutions can disable this privilege for selected roles if needed, by contacting Ex Libris support.

When this privilege is disabled, users will not have the following normalization rules capabilities (DROOLS and XSL):

  • Create new/edit existing Normalization Rules (NRs)
  • Edit, Duplicate, or Delete NRs in the side pane Rules in the MDE
  • Test NRs on a MARC record in a side-by-side mode

For more information on creating normalization rules for bibliographic records in XSL format, see Alma XSL Normalization Rule Examples.

PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
PHYSICAL_SEARCH_LABEL_MANAGEMENT Enabled Enables libraries to choose different roles for managing labels in physical inventory searches.
PROCESS_ADD Enabled Controls the ability to add jobs
PROCESS_MANAGE Enabled Access to Manage Jobs and Sets menu options, Observe Primo dashboard
PROCESS_VIEW Enabled Controls the ability to view jobs
PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name appears.
REPOSITORY_LABEL_MANAGEMENT Enabled Enables adding local labels to records in Titles search results.
RESOLVE_IMPORT Enabled See "Resolve Imports Issues" in the Acq. menu
RESTORE_RECORD_VERSION Enabled MD Editor: restores previous version
SETS_EDIT Enabled Controls access to edit sets action
TASK_CHAIN_BIB_MMS_CNMARCBIB_NORMALIZATION Enabled Runs different "CNMARC Bib Normalization" processes
TASK_CHAIN_BIB_MMS_DCAP01_NORMALIZATION Enabled Runs different "DCAP01 Bib Normalization" processes
TASK_CHAIN_BIB_MMS_DCAP02_NORMALIZATION Enabled Runs different "DCAP02 Bib Normalization" processes
TASK_CHAIN_BIB_MMS_EXPORT Enabled Enables running the Export Bibliographic Records job
TASK_CHAIN_BIB_MMS_ITEM_WITHDRAW Enabled Enables access to the Withdraw items job
TASK_CHAIN_BIB_MMS_KORMARCBIB_NORMALIZATION Enabled Runs different "Kormarc Normalization" processes
TASK_CHAIN_BIB_MMS_MARC21BIB_NORMALIZATION Enabled Runs different "Marc 21 Normalization" processes
TASK_CHAIN_BIB_MMS_MARC21MANAGEMENT_TAGS Enabled Runs different "Management Tags" jobs
TASK_CHAIN_BIB_MMS_METADATA_MANAGEMENT Enabled
  • Runs different "Metadata Management" jobs (for example "Delete Bibliographic records") -
  • Adds reminders
  • Unlinks bib records from authority records
  • Changes Record DC Application Profile
TASK_CHAIN_BIB_MMS_MODS_NORMALIZATION Enabled Runs different "MODS Normalization" processes
TASK_CHAIN_BIB_MMS_QUALIFIED_DC_NORMALIZATION Enabled Runs different "Qualified DC Normalization" processes
TASK_CHAIN_BIB_MMS_UNIMARCBIB_NORMALIZATION Enabled Runs different "UNIMARC Bib Normalization" processes
TASK_CHAIN_PUBLISHING_BULK_PUBLISHING Enabled Runs "Primo Republish Set of Titles" job
TASK_CHAIN_PUBLISHING_OCLC_BULK_PUBLISHING Enabled Runs "Bib OCLC Republish Set of Titles" and "Holding OCLC Republish Set of Titles" jobs
VIEW_LOAN_DETAILS_PRIVILEGE Enabled When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
UPDATE_UXP_PREFERENCE Disabled Controls the UX rollout preference.
VIEW_LOAN_DETAILS_DETAILS Disabled N/A
VIEW_OPERATOR_DETAILS Enabled Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
VIEW_OPERATOR_DETAILS_ACQ Disabled Enables viewing operator details in acquisitions pages
VIEW_OPERATOR_DETAILS_FULFILLMENT Disabled Enables viewing operator details in fulfillment pages
VIEW_OPERATOR_DETAILS_REPOSITORY Enabled Enables viewing operator details in repository pages
VIEW_OPERATOR_DETAILS_USER_MANAGEMENT Disabled Enables viewing operator details in user management pages

Privileges for CDI_INVENTORY_OPERATOR

Privilege Default State Privilege Description
CDI_INVENTORY_MANAGE Enabled Enables CDI collection activation (Institution or from Community Zone)
CDI_INVENTORY_VIEW Enabled Enables CDI collection activation (Institution or from Community Zone)
DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information
ELECTRONIC_INVENTORY_VIEW Enabled
  • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
  • API - Retrieve list of collections / portfolios
  • API - Retrieve collection / portfolios by ID
PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)

Privileges for CIRCULATION_DESK_MANAGER

Privilege Default State Privilege Description
ADD_EDIT_DELETE_NOTES_PRIVILEGE Enabled Enables adding a block/note/attachment in a specific library's scope
ALLOW_USERS_SEARCH Enabled Controls the patron lookup by name or keywords: access to users list in Manage Patron Services, and auto* Complete search in same page (doesn't affect the persistent search for users or access to Admin > Manage Users). Disabling this privilege results in a text field where you can scan in an ID but not locate the user by typing in any partial information. This Enables libraries to allow work in the patron workbench only when the user's identifier is scanned in, without being able to use auto* Complete to search for a user by name (e.g. a library with celebrity patrons may not want limited operators to search for them unless they're being served at the desk).
BULK_ACTIONS_IN_READING_ROOM_DESK Enabled Enables operators of reading room desks to select multiple items in the active hold shelf and move them between the “Held by patron” and “On shelf (not final)” tabs.
CALENDAR_UPDATE Disabled Enables editing the library's opening hours (a link will appear in the fulfillment actions menu).
CHANGE_DUE_DATE_PRIVILEGE Enabled Enables "change due date" in manage patron services
CHANGE_ITEM_INFO_PRIVILEGE Enabled Controls the Change Item Information tab in scan in items
CHANGE_RETURN_DATE_PRIVILEGE Enabled Controls the Change Due Date option in Return Items
CIRCULATION_DESK_OPERATOR_ANALYTICS Enabled N/A
CIRC_DESK_MANAGER_PRIVILEGE Enabled Controls override option when block preference override is set to "by manager"
CIRC_DESK_OPERATOR_LIMITED_PRIVILEGE Enabled Grants access to manage patron services, override option when block preference override is set to "by all".
CIRC_DESK_OPERATOR_PRIVILEGE Enabled Grants access to search users, edit users (without user roles), override option when block preference override is set to "by operator". For the "CIRCULATION_DESK_OPERATOR” role, see also the notes on the USER_LIST_VIEW privilege.
CLAIMED_RETURNED_PRIVILEGE Enabled Enables "claim returned" in manage patron services
CONSORTIAL_SERVICES_PRIVILEGE Enabled Enables searching users in other institution (for consortia)
CREATE_DAILY_REPORT_PRIVILEGE Enabled Deprecated. Was used to control the daily report. This was replaced by the fines fees report, so no longer relevant.
CREATE_REMOVE_BLOCKS_PRIVILEGE Enabled Enables creating and removing user blocks
DELETE_LOAN_PRIVILEGE Enabled Enables deleting loans
DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information
EDIT_PATRON_ROLE_EXPIRY_DATE_PRIVILEGE Enabled Enables manual update of the patron role expiry date
ELECTRONIC_INVENTORY_VIEW Enabled
  • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
  • API - Retrieves list of collections / portfolios
  • API - Retrieves collection / portfolios by ID
FINES_FEES_REPORT Enabled Enables running the fines and fees report
FUL_CONFIG_UTILITY Enabled Enables using the fulfillment configuration utility, both from menu and using "view policies" from the Manage Patron Services loans tab
MANAGE_EXPORTS Enabled Controls the "manage exports"
MARK_AS_LOST_PRIVILEGE Enabled Enables marking a loan as lost

OVERRIDE_BLOCK_REQUEST

Disabled Controls the "override on shelf requesting policy" button

(New for February 2026)

OVERRIDE_PATRON_HOLD_BLOCKS

Enabled Enables overriding blocks whenplacing a hold, booking, or digitization request
OVERRIDE_PAGING_POLICY Disabled Controls the appearance of the "Override on shelf request policy" button when placing a request in Alma
PAY_FINES_FEES_PRIVILEGE Enabled Enables paying a fine at a circulation desk. Disabling this privilege prevents users from being able to add fines/fees. However, it also prevents the user from being able to process payments of fines/fees.
PHYSICAL_INVENTORY_MANAGE Disabled Enables creating and editing holdings by scope. In Physical PO line * It gives the possibility to "edit" the item and the holding. Users with this privilege added to the REQUESTS_OPERATOR role will be able to create requests from the List of Items page.
PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
PHYSICAL_SEARCH_LABEL_MANAGEMENT Enabled Enables libraries to choose different roles for managing labels in physical inventory searches.
PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name appears.
QUICK_DOCUMENT_DELIVERY Enabled Enables accessing the Document Delivery page. On this page you can deliver all digital documents on the Document Delivery page without needing to work through the complete Pick from Shelf workflow.
REGISTER_NEW_USER Enabled Controls the ability to register a new user from Manage Patron Services screen.
RENEW_LOAN_PRIVILEGE Enabled Controls loan renewal options. On the Manage Patron Services > Loans tab, the Renew Selected and Renew All links, as well as the Renew row action, only display if the new privilege is enabled. If the privilege is disabled, when a loaned item is re* Scanned in the Loans tab of the Manage Patron Services page, the loan is not renewed.
RENEW_PATRON Enabled Controls the ability to renew patron from Manage Patron Services (when block pop* Up appears)
REPOSITORY_LABEL_MANAGEMENT Enabled Enables adding local labels to records in Titles search results.
REQUESTS_CREATOR Disabled Controls the ability to place requests from repository search (doesn't affect ability to submit request from patron card).
RETURN_ITEMS_ONLY Enabled Enables returning items (not the only privilege for this, but one that can be used to configure limited operator to ONLY return items)
TASK_CHAIN_ITEM_LOAN Enabled Deprecated.
UPDATE_USER_STATISTICS_PRIVILEGE Enabled Enables updating statistics in user record
UPDATE_UXP_PREFERENCE Disabled Controls the UX rollout preference.
UPLOAD_OFFCIRC_PRIVILEGE Enabled Enables uploading offline circulation file
USER_IDENTIFIER_UPDATE Enabled Controls the ability to edit additional identifiers for a user (does NOT affect the ability to add new identifiers or edit the primary identifier)
USER_LIST_VIEW Enabled Controls access to Users search in the persistent search box and Admin > Manage users. Also affects ability to use users list in Manage Patron Services (the link to the list will appear but it will be an all titles search and not a users search). Doesn't affect auto* Complete in Manage Patron Services. Note: To grant users with "CIRCULATION_DESK_OPERATOR” role" access to Admin> Manage Users, the CIRC_DESK_OPERATOR_PRIVILEGE or USER_MANAGER_UPDATE privileges must also be enabled. Note: To allow users with "CIRCULATION_DESK_OPERATOR_LIMITED” role to access the user data, the USER_MANAGER_UPDATE privilege must also be enabled, as these users don't have basic user data privileges (except for things such as notes).
USER_MANAGER_UPDATE Enabled Gives access to the user record and its information (except for the user notes, which are also accessible from the patron workbench, and some tabs, e.g. fines & fees, which have their own privilege). Enables changing password for internal user * May not be relevant with IdP change * And disabling login restrictions, and user roles in the General Information tab of the user record. Enables editing the password of internal accounts where the Patron role has an expiry date that has not yet passed. Doesn't allow: adding roles, toggling user from internal to external. Removing it doesn't remove: users search, admin>manage users, editing user, changing primary ID. For the "CIRCULATION_DESK_OPERATOR” role and the "CIRCULATION_DESK_OPERATOR_LIMITED” role, see also the notes on the USER_LIST_VIEW privilege.
VIEW_ALL_LOAN_HISTORY Enabled Controls whether a user can see the loans history in the returns tab.
VIEW_DEMERITS_TAB_PRIVILEGE Disabled Controls the appearance of the demerits tab in user.
VIEW_FINES_FEES Enabled Enables viewing a patron's fine/fees. Controls the presentation of:
  • Visibility of the Fines/Fees tab in the User Details screen.
  • Searching by Fines/Fees in the Advanced Users search.
  • Presentation of the patron's active balance in the Manage Patron Services screen.
VIEW_LOAN_DETAILS_PRIVILEGE Enabled When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
VIEW_OPERATOR_DETAILS Enabled Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
VIEW_OPERATOR_DETAILS_ACQ Disabled Enables viewing operator details in acquisitions pages
VIEW_OPERATOR_DETAILS_FULFILLMENT Enabled Enables viewing operator details in fulfillment pages
VIEW_OPERATOR_DETAILS_REPOSITORY Disabled Enables viewing operator details in repository pages
VIEW_OPERATOR_DETAILS_USER_MANAGEMENT Disabled Enables viewing operator details in user management pages
VIEW_USER_HISTORY Enabled Allows viewing user history in the History tab of the Manage Users page
VIEW_USER_STATISTICS_PRIVILEGE Enabled Controls access to use statistics tab in user record (only relevant if "update user statistics" is disabled)
WAIVE_FINES_FEES_PRIVILEGE Enabled Enables waiving fines and fees. Disabling this privilege prevents users from being able to waive fines/fees. However, it does not prevent users from being able to add fines/fees.

Privileges for CIRCULATION_DESK_OPERATOR

Privilege Default State Privilege Description
ADD_EDIT_DELETE_NOTES_PRIVILEGE Enabled Enables viewing operator details in acquisitions pages
ALLOW_USERS_SEARCH Enabled Controls the patron lookup by name or keywords: access to users list in Manage Patron Services, and auto* Complete search in same page (doesn't affect the persistent search for users or access to Admin Manage Users). Disabling this privilege results in a text field where you can scan in an ID but not locate the user by typing in any partial information. This Enables libraries to allow work in the patron workbench only when the user's identifier is scanned in, without being able to use auto* Complete to search for a user by name (e.g. a library with celebrity patrons may not want limited operators to search for them unless they're being served at the desk).
BULK_ACTIONS_IN_READING_ROOM_DESK Enabled Enables operators of reading room desks to select multiple items in the active hold shelf and move them between the “Held by patron” and “On shelf (not final)” tabs.
CALENDAR_UPDATE Disabled Enables editing the library's opening hours (a link will appear in the fulfillment actions menu).
CHANGE_DUE_DATE_PRIVILEGE Enabled Enables "change due date" in manage patron services
CHANGE_ITEM_INFO_PRIVILEGE Enabled Controls the Change Item Information tab in scan in items
CHANGE_RETURN_DATE_PRIVILEGE Enabled Controls the Change Due Date option in Return Items
CIRC_DESK_OPERATOR_LIMITED_PRIVILEGE Enabled Grants access to manage patron services, override option when block preference override is set to "by all".
CIRC_DESK_OPERATOR_PRIVILEGE Enabled Grants access to search users, edit users (without user roles), override option when block preference override is set to "by operator". For the "CIRCULATION_DESK_OPERATOR” role, see also the notes on the USER_LIST_VIEW privilege.
CIRCULATION_DESK_OPERATOR_ANALYTICS Enabled N/A
CLAIMED_RETURNED_PRIVILEGE Enabled Enables "claim returned" in manage patron services
CONSORTIAL_SERVICES_PRIVILEGE Enabled Enables searching users in other institution (for consortia)
CREATE_DAILY_REPORT_PRIVILEGE Enabled Deprecated. Was used to control the daily report. This was replaced by the fines fees report, so no longer relevant.
CREATE_REMOVE_BLOCKS_PRIVILEGE Enabled Enables creating and removing user blocks
DELETE_LOAN_PRIVILEGE Enabled Enables deleting loans
DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information
EDIT_PATRON_ROLE_EXPIRY_DATE_PRIVILEGE Enabled Enables manual update of the patron role expiry date
ELECTRONIC_INVENTORY_VIEW Enabled Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search). API - Retrieve list of collections / portfolios API - Retrieve collection / portfolios by ID
FINES_FEES_REPORT Disabled Enables running the fines and fees report
FUL_CONFIG_UTILITY Enabled Enables using the fulfillment configuration utility, both from menu and using "view policies" from the Manage Patron Services loans tab
MANAGE_EXPORTS Enabled Controls the "manage exports"
MARK_AS_LOST_PRIVILEGE Enabled Enables marking a loan as lost

OVERRIDE_BLOCK_REQUEST

Disabled Controls the "override on shelf requesting policy" button

(New for February 2026)

OVERRIDE_PATRON_HOLD_BLOCKS

Disabled Enables overriding blocks when placing a hold, booking, or digitization request
OVERRIDE_PAGING_POLICY Disabled Controls the appearance of the "Override on shelf request policy" button when placing a request in Alma
PAY_FINES_FEES_PRIVILEGE Enabled Enables paying a fine at a circulation desk. Disabling this privilege prevents users from being able to add fines/fees. However, it also prevents the user from being able to process payments of fines/fees.
PHYSICAL_INVENTORY_MANAGE Disabled Enables creating and edit holdings by scope. In Physical PO line * It gives the possibility to "edit" the item and the holding. Users with this privilege added to the REQUESTS_OPERATOR role will be able to create requests from the List of Items page.
PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name appears.
PRIORITIZE_REQUESTS_PRIVILLEGE Disabled Determines the sequence of requests that receive an item, without having to manually re* Do the work every time the item becomes available.
QUICK_DOCUMENT_DELIVERY Enabled Enables accessing the Document Delivery page. On this page you can deliver all digital documents on the Document Delivery page without needing to work through the complete Pick from Shelf workflow.
REGISTER_NEW_USER Enabled Controls the ability to register a new user from Manage Patron Services screen.
RENEW_LOAN_PRIVILEGE Enabled Controls loan renewal options. On the Manage Patron Services > Loans tab, the Renew Selected and Renew All links, as well as the Renew row action, only display if the new privilege is enabled. If the privilege is disabled, when a loaned item is re* Scanned in the Loans tab of the Manage Patron Services page, the loan is not renewed.
RENEW_PATRON Enabled Controls the ability to renew patron from Manage Patron Services (when block pop* Up appears)
REQUESTS_CREATOR Disabled Controls the ability to place requests from repository search (doesn't affect ability to submit request from patron card).
RETURN_ITEMS_ONLY Enabled Enables returning items (not the only privilege for this, but one that can be used to configure limited operator to ONLY return items)
UPDATE_USER_STATISTICS_PRIVILEGE Enabled Enables updating statistics in user record
UPDATE_UXP_PREFERENCE Disabled Controls the UX rollout preference.
UPLOAD_OFFCIRC_PRIVILEGE Enabled Enables uploading offline circulation file
USER_IDENTIFIER_UPDATE Enabled Controls the ability to edit additional identifiers for a user (does NOT affect the ability to add new identifiers or edit the primary identifier)
USER_LIST_VIEW Enabled Controls access to Users search in the persistent search box and admin > manage users. Also affects ability to use users list in Manage Patron Services (the link to the list will appear but it will be an all titles search and not a users search). Doesn't affect auto* Complete in Manage Patron Services. Note: To grant users with "CIRCULATION_DESK_OPERATOR” role" access to Admin> Manage Users, the CIRC_DESK_OPERATOR_PRIVILEGE or USER_MANAGER_UPDATE privileges must also be enabled. Note: To allow users with "CIRCULATION_DESK_OPERATOR_LIMITED” role to access the user data, the USER_MANAGER_UPDATE privilege must also be enabled, as these users don't have basic user data privileges (except for things such as notes).
USER_MANAGER_UPDATE Enabled Gives access to the user record and its information (except for the user notes, which are also accessible from the patron workbench, and some tabs, e.g. fines & fees, which have their own privilege). Enables changing password for internal user * May not be relevant with IdP change * And disabling login restrictions, and user roles in the General Information tab of the user record. Enables editing the password of internal accounts where the Patron role has an expiry date that has not yet passed. Doesn't allow: adding roles, toggling user from internal to external. Removing it doesn't remove: users search, admin>manage users, editing user, changing primary ID. For the "CIRCULATION_DESK_OPERATOR” role and the "CIRCULATION_DESK_OPERATOR_LIMITED” role, see also the notes on the USER_LIST_VIEW privilege.
VIEW_ALL_LOAN_HISTORY Enabled Controls whether a user can see the loans history in the returns tab.
VIEW_DEMERITS_TAB_PRIVILEGE Disabled Controls the appearance of the demerits tab in user.
VIEW_FINES_FEES Enabled Enables viewing a patron's fine/fees. Controls the presentation of: * Visibility of the Fines/Fees tab in the User Details screen. * Searching by Fines/Fees in the Advanced Users search. * Presentation of the patron's active balance in the Manage Patron Services screen.
VIEW_LOAN_DETAILS_PRIVILEGE Enabled When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
VIEW_OPERATOR_DETAILS Enabled Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
VIEW_USER_HISTORY Enabled Allows viewing user history in the History tab of the Manage Users page
VIEW_USER_STATISTICS_PRIVILEGE Enabled Controls access to use statistics tab in user record (only relevant if "update user statistics" is disabled)
WAIVE_FINES_FEES_PRIVILEGE Enabled Enables waiving fines and fees. Disabling this privilege prevents users from being able to waive fines/fees. However, it does not prevent users from being able to add fines/fees.

Privileges for CIRCULATION_DESK_OPERATOR_LIMITED

Privilege Default State Privilege Description
ADD_EDIT_DELETE_NOTES_PRIVILEGE Disabled Enables adding a block/note/attachment in a specific library's scope.
ALLOW_USERS_SEARCH Enabled Controls the patron lookup by name or keywords: access to users list in Manage Patron Services, and auto* Complete search in same page (doesn't affect the persistent search for users or access to Admin > Manage Users). Disabling this privilege results in a text field where you can scan in an ID but not locate the user by typing in any partial information. This Enables libraries to allow work in the patron workbench only when the user's identifier is scanned in, without being able to use auto* Complete to search for a user by name (e.g. a library with celebrity patrons may not want limited operators to search for them unless they're being served at the desk).
BULK_ACTIONS_IN_READING_ROOM_DESK Enabled Enables operators of reading room desks to select multiple items in the active hold shelf and move them between the “Held by patron” and “On shelf (not final)” tabs.
CALENDAR_UPDATE Disabled Enables editing the library's opening hours (a link will appear in the fulfillment actions menu).
CHANGE_DUE_DATE_PRIVILEGE Disabled Enables "change due date" in manage patron services.
CHANGE_ITEM_INFO_PRIVILEGE Disabled Controls the Change Item Information tab in scan in items.
CHANGE_RETURN_DATE_PRIVILEGE Disabled Controls the Change Due Date option in Return Items.
CIRCULATION_DESK_OPERATOR_ANALYTICS Enabled N/A
CIRC_DESK_OPERATOR_LIMITED_PRIVILEGE Enabled Grants access to manage patron services, override option when block preference override is set to "by all".
CLAIMED_RETURNED_PRIVILEGE Enabled Enables "claim returned" in manage patron services.
CONSORTIAL_SERVICES_PRIVILEGE Enabled Enables searching users in other institution (for consortia).
CREATE_DAILY_REPORT_PRIVILEGE Disabled Deprecated. Was used to control the daily report. This was replaced by the fines fees report, so no longer relevant.
CREATE_REMOVE_BLOCKS_PRIVILEGE Disabled Enables creating and removing user blocks.
DELETE_LOAN_PRIVILEGE Disabled Enables deleting loans.
DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information.
EDIT_PATRON_ROLE_EXPIRY_DATE_PRIVILEGE Enabled Enables manual update of the patron role expiry date.
ELECTRONIC_INVENTORY_VIEW Enabled Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search). API - Retrieve list of collections / portfolios API - Retrieve collection / portfolios by ID.
FUL_CONFIG_UTILITY Disabled Enables using the fulfillment configuration utility, both from menu and using "view policies" from the Manage Patron Services loans tab.
MANAGE_EXPORTS Enabled Controls the "manage exports".
MARK_AS_LOST_PRIVILEGE Disabled Enables marking a loan as lost.
OVERRIDE_BLOCK_REQUEST Disabled Controls the "override on shelf requesting policy" button.
(New for February 2026) OVERRIDE_PATRON_HOLD_BLOCKS Disabled Enables overriding blocks whenplacing a hold, booking, or digitization request
OVERRIDE_PAGING_POLICY Disabled Controls the appearance of the "Override on shelf request policy" button when placing a request in Alma.
PAY_FINES_FEES_PRIVILEGE Disabled Enables paying a fine at a circulation desk. Disabling this privilege prevents users from being able to add fines/fees. However, it also prevents the user from being able to process payments of fines/fees.
PHYSICAL_INVENTORY_MANAGE Disabled Enables creating and editing holdings by scope. In Physical PO line* It gives the possibility to "edit" the item and the holding. Users with this privilege added to the REQUESTS_OPERATOR role will be able to create requests from the List of Items page.
PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search).
PURCHASE_REQUEST_ON_BEHALF Enabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name appears.
QUICK_DOCUMENT_DELIVERY Enabled Enables accessing the Document Delivery page. On this page you can deliver all digital documents on the Document Delivery page without needing to work through the complete Pick from Shelf workflow.
REGISTER_NEW_USER Enabled Controls the ability to register a new user from Manage Patron Services screen.
RENEW_LOAN_PRIVILEGE Disabled Controls loan renewal options. On the Manage Patron Services > Loans tab, the Renew Selected and Renew All links, as well as the Renew row action, only display if the new privilege is enabled. If the privilege is disabled, when a loaned item is re* Scanned in the Loans tab of the Manage Patron Services page, the loan is not renewed.
RENEW_PATRON Enabled Controls the ability to renew patron from Manage Patron Services (when block pop* Up appears)
REQUESTS_CREATOR Disabled Controls the ability to place requests from repository search (doesn't affect ability to submit request from patron card).
RETURN_ITEMS_ONLY Disabled Enables returning items (not the only privilege for this, but one that can be used to configure limited operator to ONLY return items).
UPDATE_UXP_PREFERENCE Disabled Controls the UX rollout preference.
UPLOAD_OFFCIRC_PRIVILEGE Disabled Enables uploading offline circulation file.
USER_IDENTIFIER_UPDATE Enabled Controls the ability to edit additional identifiers for a user (does NOT affect the ability to add new identifiers or edit the primary identifier).
USER_LIST_VIEW Enabled Controls access to Users search in the persistent search box and Admin > Manage Users. Also affects ability to use users list in Manage Patron Services (the link to the list will appear but it will be an all titles search and not a users search). Doesn't affect auto* Complete in Manage Patron Services. Note: To grant users with "CIRCULATION_DESK_OPERATOR” role" access to Admin> Manage Users, the CIRC_DESK_OPERATOR_PRIVILEGE or USER_MANAGER_UPDATE privileges must also be enabled. Note: To allow users with "CIRCULATION_DESK_OPERATOR_LIMITED” role to access the user data, the USER_MANAGER_UPDATE privilege must also be enabled, as these users don't have basic user data privileges (except for things such as notes).
USER_MANAGER_UPDATE Enabled Gives access to the user record and its information (except for the user notes, which are also accessible from the patron workbench, and some tabs, e.g. fines & fees, which have their own privilege). Enables changing password for internal user * May not be relevant with IdP change * And disabling login restrictions, and user roles in the General Information tab of the user record. Enables editing the password of internal accounts where the Patron role has an expiry date that has not yet passed. Doesn't allow: adding roles, toggling user from internal to external. Removing it doesn't remove: users search, admin>manage users, editing user, changing primary ID. For the "CIRCULATION_DESK_OPERATOR” role and the "CIRCULATION_DESK_OPERATOR_LIMITED” role, see also the notes on the USER_LIST_VIEW privilege.
VIEW_ALL_LOAN_HISTORY Enabled Controls whether a user can see the loans history in the returns tab.
VIEW_DEMERITS_TAB_PRIVILEGE Disabled Controls the appearance of the demerits tab in user.
VIEW_FINES_FEES Enabled Enables viewing a patron's fine/fees. Controls the presentation of:
  • Visibility of the Fines/Fees tab in the User Details screen
  • Searching by Fines/Fees in the Advanced Users search
  • Presentation of the patron's active balance in the Manage Patron Services screen
VIEW_LOAN_DETAILS_PRIVILEGE Enabled When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
VIEW_OPERATOR_DETAILS Enabled Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…).
VIEW_USER_HISTORY Enabled Allows viewing user history in the History tab of the Manage Users page
VIEW_USER_STATISTICS_PRIVILEGE Disabled Controls access to use statistics tab in user record (only relevant if "update user statistics" is disabled).
WAIVE_FINES_FEES_PRIVILEGE Disabled Enables waiving fines and fees. Disabling this privilege prevents users from being able to waive fines/fees. However, it does not prevent users from being able to add fines/fees.

Privileges for COLLECTION_INVENTORY_OPERATOR

Privilege Default State Privilege Description
PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name appears.
UPDATE_UXP_PREFERENCE Disabled Controls the UX rollout preference.
VIEW_LOAN_DETAILS_PRIVILEGE Disabled When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
ASSIGN_TO_COLLECTION Enabled Allow to assign titles to Collections, according to collection's library scope:
  • When adding digital representation
  • When setting deposit profile * It will verify that related collection can be assignable for this user
  • From Collection resource editor UI > Title list tab: all actions related
  • When restoring a deleted digital title and assigning it back to a collection
  • Enables running the “Update Logical Collections from Set” job.
COLLECTION_INVENTORY_MANAGE Enabled
  • Enables accessing and viewing 'Manage Collections' option in menu (via Resources > Manage Inventory)
  • Enables viewing collection recent entities
  • Enables accessing in Edit mode from Collection links in Collection drawer in staff search results
  • Enables setting default collections in digital import profile
  • Enables creating/editing collection import profile
  • Enables editing Collection in 'Collection Resource Editor' UI, and creating sub* Collections
  • Enables adding titles to collection from Staff search > Action (will show 'Add to Collection' action)
  • Enables moving/reordering top level collections
  • Enables doing actions via Collection Rest API:

* Get collections (GET collections)
* Get collection by pid (GET collections/{pid})
* Create collection (POST collections)
* Update collection by pid (PUT collections/{pid})
* Remove title from collection (DELETE collections/{pid}/bibs/{mms_id})
* Remove empty collection (DELETE collections/{pid})
* Add title to collection (POST collections/{pid}/bibs)
* Get titles that assign to given collection (GET collections/{pid}/bibs)
DELETE_BIB Enabled
  • When cancelling a PO line, determines what to do if the bib is bibliographic records without inventory. The option to delete bibliographic records without inventory is dependent on this privilege.
  • When withdrawing an item, determines whether the option “Delete bibliographic record (unless other holdings are present)” is displayed.
DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information.
ELECTRONIC_INVENTORY_VIEW Enabled Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search). API - Retrieve list of collections / portfolios API - Retrieve collection / portfolios by ID.
LOCALIZE_SELECTED_PORTFOLIOS Enabled CZ Portfolio list * Activates selected portfolios.
PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search).
TASK_CHAIN_ADD_TITLES_TO_COLLECTION_JOB_INFORMATION_UPDATE Enabled Adds titles in a set to a chosen collection.
TASK_CHAIN_UNASSIGN_TITLES_FROM_COLLECTION_JOB_INFORMATION_UPDATE Enabled Removes titles in a set from a chosen collection.
VIEW_MANAGE_COLLECTION Enabled
  • Enables accessing and viewing 'Manage Collections' option in menu (via Resources > Manage Inventory)
  • Enables accessing and viewing 'Top Level Collection' UI, and all Collection Resource Editor UI screens
VIEW_OPERATOR_DETAILS Enabled Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)

Privileges for COLLECTION_INVENTORY_OPERATOR_EXTENDED

Privilege Default State Privilege Description
ADD_TOP_LEVEL_COLLECTION Enabled
  • Enables creating Top level collection ('Add Top Level Collection' button is accessible)
  • Enables making a sub* Collection to be a top level collection
COLLECTION_INVENTORY_DELETE Enabled
  • Enables delete collection from Collection Resource Editor, in Sub Collection tab
  • Enables deleting top level collection (with no sub* Collections) from 'Top Level Collection' UI
  • Shows the Delete option from collection results in staff search (for empty collections)
DELETE_BIB Enabled
  • When cancelling a PO line, determines what to do if the bib is bibliographic records without inventory. The option to delete bibliographic records without inventory is dependent on this privilege
  • When withdrawing an item, determines whether the option “Delete bibliographic record (unless other holdings are present)” is displayed
DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information.
ELECTRONIC_INVENTORY_VIEW Enabled
  • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
  • API - Retrieve list of collections / portfolios
  • API - Retrieve collection / portfolios by ID.
LOCALIZE_SELECTED_PORTFOLIOS Enabled CZ Portfolio list * Activate selected portfolios.
PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search).
PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name appears.
UPDATE_UXP_PREFERENCE Disabled Controls the UX rollout preference.
VIEW_LOAN_DETAILS_PRIVILEGE Disabled When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
VIEW_MANAGE_COLLECTION Enabled
  • Enables accessing and viewing 'Manage Collections' option in menu (via Resources > Manage Inventory)
  • Enables accessing and viewing 'Top Level Collection' UI, and all Collection Resource Editor UI screens
VIEW_OPERATOR_DETAILS Enabled Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…).

Privileges for CONTENT_MANAGER

Privilege Default State Privilege Description
CATALOGING Enabled
  • API: get, update, create or delete bib/s, authority.
  • MD Editor: view collections, Open MD Editor, External search, Browse bib headings, Browse shelf listing
  • Contribute E Collection
  • Observe network harvesting list
  • MD Import management
  • Duplicate titles analysis
  • Publishing profiles and information
  • Resource management configuration
PHYSICAL_SEARCH_LABEL_MANAGEMENT Enabled Enables libraries to choose different roles for managing labels in physical inventory searches.
REPOSITORY_LABEL_MANAGEMENT Enabled Enables adding local labels to records in Titles search results.

Privileges for CONTENT_ADMINISTRATOR

Privilege Default State Privilege Description
CATALOGING Enabled
  • API: get, update, create or delete bib/s, authority.
  • MD Editor: view collections, Open MD Editor, External search, Browse bib headings, Browse shelf listing
  • Contribute E collection
  • Observe network harvesting list
  • MD Import management
  • Duplicate titles analysis
  • Publishing profiles and information
  • Resource management configuration
PHYSICAL_SEARCH_LABEL_MANAGEMENT Enabled Enables libraries to choose different roles for managing labels in physical inventory searches.
REPOSITORY_LABEL_MANAGEMENT Enabled Enables adding local labels to records in Titles search results.

Privileges for CONTENT_OPERATOR

Privilege Default State Privilege Description
CATALOGING Enabled
  • API: get, update, create or delete bib/s, authority.
  • MD Editor: view collections, Open MD Editor, External search, Browse bib headings, Browse shelf listing
  • Contribute E collection
  • Observe network harvesting list
  • MD Import management
  • Duplicate titles analysis
  • Publishing profiles and information
  • Resource management configuration

Privileges for COURSE_RESERVES_MANAGER

Privilege Default State Privilege Description
ALLOW_USERS_SEARCH Enabled Controls the patron lookup by name or keywords: access to users list in Manage Patron Services, and auto* Complete search in same page (doesn't affect the persistent search for users or access to Admin > Manage Users). Disabling this privilege results in a text field where you can scan in an ID but not locate the user by typing in any partial information. This Enables libraries to allow work in the patron workbench only when the user's identifier is scanned in, without being able to use auto* Complete to search for a user by name (e.g. a library with celebrity patrons may not want limited operators to search for them unless they're being served at the desk).
ASSIGN_TO_OTHERS Enabled Controls the appearance of the "assigned to others" tab in reading list task list. Doesn't affect the ability to reassign.
COURSE_RESERVES Enabled Controls the display of Course Reserves area (courses, reading lists, citations) in fulfillment menu & in tasks.
DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information.
ELECTRONIC_INVENTORY_VIEW Enabled
  • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
  • API - Retrieve list of collections / portfolios
  • API - Retrieve collection / portfolios by ID.
MANAGE_EXPORTS Enabled Controls the "manage exports".
PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search).
PHYSICAL_SEARCH_LABEL_MANAGEMENT Enabled Enables libraries to choose different roles for managing labels in physical inventory searches.
PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name appears.
REPOSITORY_LABEL_MANAGEMENT Enabled Enables adding local labels to records in Titles search results.
RL_CREATE_LIST_PRIVILEGE Enabled Enables creation of list.
RL_CREATE_PUBLIC_NOTE_PRIVILEGE Enabled Enables addition of public note citation.
RL_DELETE_LIST_PRIVILEGE Enabled Enables deletion of list.
RL_DELETE_NOTE_PRIVILEGE Enabled Enables deletion of note from citation.
RL_SET_COLLABORATORS_PRIVILEGE Enabled Enables setting of collaborator privilege in list.
RL_UPDATE_LIST_PRIVILEGE Enabled Enables updating and deletion of list.
SUBMIT_PURCHASE_REQUEST Disabled Controls the appearance of a "purchase request" link in citation actions in reading list.
SUBMIT_RESOURCE_SHARING_REQUEST Disabled Controls the appearance of a "resource sharing request" link in citation actions in reading list.
TASK_CHAIN_UPDATE_READING_LIST Enabled Enables access to the Reading List Bulk Update job.
UPDATE_UXP_PREFERENCE Disabled Controls the UX rollout preference.
VIEW_LOAN_DETAILS_PRIVILEGE Disabled When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
VIEW_OPERATOR_DETAILS Enabled Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…).
VIEW_OPERATOR_DETAILS_ACQ Disabled Enables viewing operator details in acquisitions pages.
VIEW_OPERATOR_DETAILS_FULFILLMENT Enabled Enables viewing operator details in fulfillment pages.
VIEW_OPERATOR_DETAILS_REPOSITORY Disabled Enables viewing operator details in repository pages.
VIEW_OPERATOR_DETAILS_USER_MANAGEMENT Disabled Enables viewing operator details in user management pages.

Privileges for COURSE_RESERVES_OPERATOR

Privilege Default State Privilege Description
ALLOW_USERS_SEARCH Enabled Controls the patron lookup by name or keywords: access to users list in Manage Patron Services, and auto* Complete search in same page (doesn't affect the persistent search for users or access to Admin > Manage Users). Disabling this privilege results in a text field where you can scan in an ID but not locate the user by typing in any partial information. This Enables libraries to allow work in the patron workbench only when the user's identifier is scanned in, without being able to use auto* Complete to search for a user by name (e.g. a library with celebrity patrons may not want limited operators to search for them unless they're being served at the desk).
COURSE_RESERVES Enabled Controls the display of Course Reserves area (courses, reading lists, citations) in fulfillment menu & in tasks.
DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information.
ELECTRONIC_INVENTORY_VIEW Enabled
  • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
  • API - Retrieve list of collections / portfolios
  • API - Retrieve collection / portfolios by ID
MANAGE_EXPORTS Enabled Controls the "manage exports".
PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search).
PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name appears.
RL_CREATE_LIST_PRIVILEGE Enabled Enables creation of list.
RL_CREATE_PUBLIC_NOTE_PRIVILEGE Enabled Enables addition of public note citation.
RL_DELETE_LIST_PRIVILEGE Enabled Enables deletion of list.
RL_DELETE_NOTE_PRIVILEGE Enabled Enables deletion of note from citation.
RL_SET_COLLABORATORS_PRIVILEGE Enabled Enables setting of collaborator privilege in list.
RL_UPDATE_LIST_PRIVILEGE Enabled Enables updating and deletion of list.
SUBMIT_PURCHASE_REQUEST Disabled Controls the appearance of a "purchase request" link in citation actions in reading list.
SUBMIT_RESOURCE_SHARING_REQUEST Disabled Controls the appearance of a "resource sharing request" link in citation actions in reading list.
UPDATE_UXP_PREFERENCE Disabled Controls the UX rollout preference.
VIEW_LOAN_DETAILS_PRIVILEGE Disabled When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
VIEW_OPERATOR_DETAILS Enabled Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)

Privileges for COURSE_RESERVES_VIEWER

Privilege Default State Privilege Description
COURSE_RESERVES_VIEWER Enabled Read-only access to reading lists and citations.
DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information.
ELECTRONIC_INVENTORY_VIEW Enabled
  • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
  • API - Retrieve list of collections / portfolios
  • API - Retrieve collection / portfolios by ID
PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search).
UPDATE_UXP_PREFERENCE Enabled Controls the UX rollout preference.
VIEW_COURSE_LIST (New for February 2026) Disabled Read-only access to courses, reading lists, and citations

Privileges for DEPOSIT_MANAGER

Privilege Default State Privilege Description
DEPOSIT_ASSIGN_TO_OTHERS Enabled Enables showing 'Assign to Others' tab in Deposit list (accessible via Resources > Approve Deposits). This way, user can see deposits that are assigned to other users.
DEPOSIT_ASSIGNMENT Enabled
  • Enables assigning deposit from Deposit list (accessible via Resources > Approve Deposits)
  • Enables releasing deposit from Deposit list (accessible via Resources > Approve Deposits)
MANAGE_DEPOSIT_PROFILE Enabled Enables releasing deposit from Deposit list (accessible via Resources > Approve Deposits)
PHYSICAL_SEARCH_LABEL_MANAGEMENT Enabled Enables libraries to choose different roles for managing labels in physical inventory searches.
PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name appears.
REPOSITORY_LABEL_MANAGEMENT Enabled Enables adding local labels to records in Titles search results.
UPDATE_UXP_PREFERENCE Disabled Controls the UX rollout preference.
VIEW_DEPOSIT Enabled
  • Enables accessing to Resource > Deposits options:
    * 'Approve Deposits' UI
    * 'Staff* Mediated Deposit'
  • Enables showing Deposit in Search option in Staff search
  • Enables Showing the following options in 'Tasks' widget:
    * Approve Deposits * Assigned to Me
    * Approve Deposits * Unassigned
    * Approve Deposits * Assigned to Other
VIEW_DEPOSIT_PROFILE Enabled Enables accessing and viewing a deposit* Profile in 'Manage Deposit Profile' UI
VIEW_DEPOSIT_PROFILES Enabled
  • Enables accessing and viewing of 'Manage Deposit Profile' UI
  • Enables accessing and viewing of Configuration > Resources > Deposit options:
    * Deposit Return reason
    * Deposit Return reason, Deposit Decline reason
    * Patron Deposit Template
    * Terms and Conditions
    * Patron Deposit Labels
VIEW_OPERATOR_DETAILS Disabled Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
VIEW_OPERATOR_DETAILS_ACQ Disabled Enables viewing operator details in acquisitions pages
VIEW_OPERATOR_DETAILS_FULFILLMENT Disabled Enables viewing operator details in fulfillment pages
VIEW_OPERATOR_DETAILS_REPOSITORY Enabled Enables viewing operator details in repository pages
VIEW_OPERATOR_DETAILS_USER_MANAGEMENT Disabled Enables viewing operator details in user management pages

Privileges for DEPOSIT_OPERATOR

Privilege Default State Privilege Description
DEPOSIT_ASSIGNMENT Enabled
  • Enables assigning deposit from Deposit list (accessible via Resources > Approve Deposits)
  • Enables releasing deposit from Deposit list (accessible via Resources > Approve Deposits)
DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information
ELECTRONIC_INVENTORY_VIEW Enabled
  • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
  • API - Retrieve list of collections / portfolios
  • API - Retrieve collection / portfolios by ID
MANAGE_DEPOSIT Enabled
  • Enables Editing Deposits in Deposit list (accessible via Resources > Approve Deposits)
  • Enables doing actions on deposits via Rest API:
    * GET deposits info (/{user_id:.+}/deposits)
    * GET deposit info (/{user_id:.+}/deposits/{deposit_id}) Creates new deposits (POST /{user_id:.+}/deposits)
    * Updates deposits (POST /{user_id:.+}/deposits/{deposit_id})
PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
PURCHASE_REQUEST_ON_BEHALF Enabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name appears.
UPDATE_UXP_PREFERENCE Disabled Controls the UX rollout preference.
VIEW_DEPOSIT Enabled
  • Enables accessing to Resource > Deposits options:
    * 'Approve Deposits' UI
    * 'Staff* Mediated Deposit'
  • Enables showing Deposit in Search option in Staff search
  • Enables Showing the following options in 'Tasks' widget:
    * Approve Deposits * Assigned to Me
    * Approve Deposits * Unassigned
    * Approve Deposits * Assigned to Others
VIEW_DEPOSIT_PROFILE Enabled Enables accessing and viewing a deposit* Profile in 'Manage Deposit Profile' UI
VIEW_DEPOSIT_PROFILES Enabled
  • Enables accessing and viewing of 'Manage Deposit Profile' UI
  • Enables accessing and viewing of Configuration > Resources > Deposit options:
    * Deposit Return reason
    * Deposit Return reason, Deposit Decline reason
    * Patron Deposit Template
    * Terms and Conditions
    * Patron Deposit Labels
VIEW_OPERATOR_DETAILS Enabled Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)

Privileges for DEPOSIT_OPERATOR_EXTENDED

Privilege Default State Privilege Description
DECLINE_DEPOSIT Enabled Enables user to decline a deposit:
  • Decline option will be available in 'Approve Deposits' UI > 'Process Selected' combo box
  • Decline button will be available in 'Approve Deposit' UI
DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information
ELECTRONIC_INVENTORY_VIEW Enabled
  • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
  • API - Retrieve list of collections / portfolios
  • API - Retrieve collection / portfolios by ID
PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name appears.
UPDATE_UXP_PREFERENCE Disabled Controls the UX rollout preference.
VIEW_OPERATOR_DETAILS Enabled Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)

Privileges for DESIGN_ANALYTICS

Privilege Default State Privilege Description
ALMA_ANALYTICS_DESIGN Enabled
  • Design Analytics* Opens a new tab to the Analytics environment. This Enables user to run and create reports, prompts and dashboards in the Analytics environment (OBI) on Alma Subject Areas and data.
  • Design Analytics (Primo): for Institution with has Primo * Opens a new tab to the Analytics environment. This Enables user to run and create reports, prompts and dashboards in the Analytics environment (OBI) on Primo Subject Areas and data.
  • Subscribe to Analytics* Opens the Analytics Configuration and Subscription page. This Enables users to enable or disable Analytics Subscriptions of Scheduled Reports. Scheduled Reports are created by Analytics Administrators in the Analytics Object List option.
  • Usage Dashboard* Enables access and opens the out of the box 'Usage Dashboard' in Analytics in a new tab. The dashboard many reports in in multiple tabs tracking usage of Journals, Publishers and more from Alma.
ANALYTICS_DESIGNER_ANALYTICS Enabled N/A
DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information
ELECTRONIC_INVENTORY_VIEW Enabled
  • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
  • API - Retrieve list of collections / portfolios
  • API - Retrieve collection / portfolios by ID
MANAGE_EXPORTS Enabled Controls the "manage exports"
PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name appears.
UPDATE_UXP_PREFERENCE Disabled Controls the UX rollout preference.
VIEW_LOAN_DETAILS_PRIVILEGE Disabled When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
VIEW_OPERATOR_DETAILS Enabled Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)

Privileges for DIGITAL_INVENTORY_OPERATOR

Privilege Default State Privilege Description
ADD_REPRESENTATION Enabled Enables doing actions on representations via Rest API:
  • Get representations info (GET /{mms_id}/representations)
  • Get Representation info (GET /{mms_id}/representations/{rep_id})
  • Get representation files (GET /{mms_id}/representations/{rep_id}/files)
  • Get representation file (GET /{mms_id}/representations/{rep_id}/files/{file_id})
  • Update representation (PUT /{mms_id}/representations/{rep_id})
  • Update representation file (PUT /{mms_id}/representations/{rep_id}/files/{file_id})
  • Create representation (POST /{mms_id}/representations)
  • Adds file to representation (/{mms_id}/representations/{rep_id}/files)
ASSIGN_TO_COLLECTION Enabled Enables assigning titles to Collections, according to collection's library scope:
  • When adding digital representation
  • When setting deposit profile * It will verify that related collection can be assignable for this user
  • From Collection resource editor UI > Title list tab: all actions related
  • When restoring a deleted digital title and assigning it back to a collection
  • Enables running the “Update Logical Collections from Set” job.
AUTO_MD_IMPORT_PROFILES_DIGITAL_RECOMMENDATIONS Enabled N/A
COLLECTION_INVENTORY_MANAGE Enabled
  • Enables accessing and viewing 'Manage Collections' option in menu (via Resources > Manage Inventory)
  • Enables viewing collection recent entities
  • Enables accessing in Edit mode from Collection links in Collection drawer in staff search results
  • Enables setting default collections in digital import profile
  • Enables creating/editing collection import profile
  • Enables editing Collection in 'Collection Resource Editor' UI, and creating sub* Collections
  • Enables adding titles to collection from Staff search > Action (will show 'Add to Collection' action)
  • Enables moving/reordering top level collections
  • Enables doing actions via Collection Rest API:
* Get collections (GET collections)
* Get collection by pid (GET collections/{pid})
* Create collection (POST collections)
* Update collection by pid (PUT collections/{pid})
* Remove title from collection (DELETE collections/{pid}/bibs/{mms_id})
* Remove empty collection (DELETE collections/{pid})
* Add title to collection (POST collections/{pid}/bibs)
* Get titles that assign to given collection (GET collections/{pid}/bibs)
D_INVENTORY_CREATION Enabled Enables accessing 'Add Digital Representation' UI (accessible via Resources > Create Inventory)
  • In 'Generate Representation from Existing Bib': when accessing parameters, shows only libraries under the user scope
  • In 'Add Digital Representation' UI * Shows only libraries under the user scope
  • In Digital Import Profile:
    * Shows digital option in radio button in step 1 only if has privilege
    * Shows only libraries under the user scope
    * Enables editing digital import profile
  • In Representation resource Editor * Shows only libraries under the user scope
  • Shows 'Add Digital Representation' action from Staff Search > Action of title, for all titles/physical/electronic/digital titles search
  • Enables 'Add Representation' from Digital Resource Editor UI
DELETE_BIB Enabled
  • When cancelling a PO line, determines what to do if the bib is bibliographic records without inventory. The option to delete bibliographic records without inventory is dependent on this privilege.
  • When withdrawing an item, determines whether the option “Delete bibliographic record (unless other holdings are present)” is displayed.
DIGITAL_INVENTORY_MANAGE Enabled
  • Enables show/managing recommendation actions.
  • Enables accessing and managing Digital resource Editor from Staff Search > Digital drawer
  • Enables viewing digital recent entities (rep and file)
  • Enables editing digital deposit representation, notes and its title
  • Enables adding titles to collection from Staff search > Action (will show 'Add to Collection' action)
  • Enables editing in digital resource editor (representation and file level), or creating a new rep/file
  • Enables accessing and editing digital resource editor from staff search
DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information
DIGITAL_SUBSCRIPTION_RECOMMENDATIONS Enabled Enables the usage/edit of the recommendation type "Digital Subscription"
DIGITAL_UPLOADER Enabled Enables accessing 'Digital Uploader' UI (accessible via Resources > Advance Tools)
D_INVENTORY_CREATION Enabled Enables accessing 'Add Digital Representation' UI (accessible via Resources > Create Inventory)
  • In 'Generate Representation from Existing Bib': when accessing parameters, shows only libraries under the user scope
  • In 'Add Digital Representation' UI * Shows only libraries under the user scope
  • In Digital Import Profile:
    * Shows digital option in radio button in step 1 only if has privilege
    * Shows only libraries under the user scope - Enables editing digital import profile
  • In Representation resource Editor * Shows only libraries under the user scope
  • Shows 'Add Digital Representation' action from Staff search > action of title, for all titles/physical/electronic/digital titles search
  • Enables 'Add Representation' from Digital Resource Editor UI
ELECTRONIC_INVENTORY_VIEW Enabled
  • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
  • API - Retrieve list of collections / portfolios
  • API - Retrieve collection / portfolios by ID
LOCALIZE_SELECTED_PORTFOLIOS Enabled CZ Portfolio list * Activate selected portfolios
MEDIA_CONVERSION_RECOMMENDATIONS​ Enabled Enables the usage/edit of the recommendation type "Media conversion"
NEW_ALMA_VIEWER_RECOMMENDATIONS Enabled Controls creation of new classic recommendation for non Digital subscribers.
PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name appears.
SETS_EDIT Enabled Controls access to edit sets action
TASK_CHAIN_DIGITAL_GOOGLE_SCHOLAR_PUBLISHING_PUBLISHING Enabled Enables showing 'Publish digital records to Google Scholar' built* In publishing profile in 'Publishing Profile' UI
This job publishes digital records to Google Scholar
TASK_CHAIN_FULLTEXT_JOBS Enabled Enables executing job: Extract fulltext
This job extracts full text from images
TASK_CHAIN_EXPORT_HANDLES Enabled

Enables executing job: Export Handles
This job handles adding, Replacing or Creating new handles with URLs

TASK_CHAIN_GENERATE_REPRESENTATION_FROM_EXISTING_BIB_MIGRATION Enabled Enables executing job: Generate Representation from Existing Bib
This job generates representations from bibliographic records
TASK_CHAIN_GLOBAL_REPRESENTATION_CHANGES_INFORMATION_UPDATE Enabled Enables executing job: Global Representation Changes
This job executes global representation changes for bib set
TASK_CHAIN_GLOBAL_THUMBNAIL_GENERATION_THUMBNAIL Enabled Enables executing job: Thumbnail generation
This job generates thumbnail for each digital file in the set
TASK_CHAIN_IED_EXPORT Enabled Enables executing job: Export Digital Titles
This job export Digital Records
TASK_CHAIN_REMOTE_REPRESENTATION_MIGRATION_MIGRATION Enabled Allow executing job: Remote Representation Migration.
This job migrates representations from a remote repository to Alma.
UPDATE_UXP_PREFERENCE Disabled Controls the UX rollout preference.
VIEW_LOAN_DETAILS_PRIVILEGE Disabled When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
VIEW_MANAGE_COLLECTION Enabled
  • Enables accessing and viewing 'Manage Collections' option in menu (via Resources > Manage Inventory)
  • Enables accessing and viewing 'Top Level Collection' UI, and all Collection Resource Editor UI screens
VIEW_OPERATOR_DETAILS Enabled Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)

Privileges for DIGITAL_INVENTORY_OPERATOR_EXTENDED

Privilege Default State Privilege Description
DELETE_BIB Enabled
  • When cancelling a PO line, determines what to do if the bib is bibliographic records without inventory. The option to delete bibliographic records without inventory is dependent on this privilege.
  • When withdrawing an item, determines whether the option “Delete bibliographic record (unless other holdings are present)” is displayed.
DIGITAL_INVENTORY_DELETE Enabled Enables deletion of digital inventory:
  • In Digital Resource Editor UI > Representation list: Show 'Delete Selected' button
  • In Digital Resource Editor UI > Representation list: Show 'Delete' row action, to delete representation
  • In Digital Resource Editor UI > Representation 'File list' tab: Show 'Delete Selected' button
  • In Digital Resource Editor UI > Representation 'File list' tab: Show 'Delete' row action, to delete file
DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information
DIGITAL_SUBSCRIPTION_RECOMMENDATIONS Enabled Enables the usage/edit of the recommendation type "Digital Subscription"
ELECTRONIC_INVENTORY_VIEW Enabled
  • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
  • API - Retrieve list of collections / portfolios
  • API - Retrieve collection / portfolios by ID
LOCALIZE_SELECTED_PORTFOLIOS Enabled CZ Portfolio list * Activate selected portfolios
NEW_ALMA_VIEWER_RECOMMENDATIONS Enabled Controls creation of new classic recommendation for non D subscribers.
PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name appears.
TASK_CHAIN_DIGITAL_GOOGLE_SCHOLAR_PUBLISHING_PUBLISHING Enabled Enables showing 'Publish digital records to Google Scholar' built* In publishing profile in 'Publishing Profile' UI.
This job publishes digital records to Google Scholar.
TASK_CHAIN_DOWNLOAD_FILES_EXPORT Enabled N/A
TASK_CHAIN_EXPORT_HANDLES Enabled Enables executing job: Export Handles
This job handles adding, Replacing or Creating new handles with URLs
TASK_CHAIN_FULLTEXT_JOBS Enabled Enables executing job: Extract fulltext
This job extracts fulltext from images
TASK_CHAIN_GENERATE_REPRESENTATION_FROM_EXISTING_BIB_MIGRATION Enabled Enables executing job: Generate Representation from Existing Bib
This job generates representations from bibliographic records
TASK_CHAIN_GLOBAL_REPRESENTATION_CHANGES_INFORMATION_UPDATE Enabled Enables executing job: Global Representation Changes
This job executes global representation changes for bib set
TASK_CHAIN_IED_THUMBNAIL Enabled Enables running the thumbnail generation job (Generate thumbnail for each digital file in the set)
TASK_CHAIN_REMOTE_REPRESENTATION_MIGRATION_MIGRATION Enabled Enables executing job: Remote Representation Migration,
This job migrates representations from a remote repository to Alma
TASK_CHAIN_REP_MIGRATION Enabled Enables executing job: Media Conversion This job converts audio/video files to streaming (HLS) or MPEG* 4 format
TASK_CHAIN_REPRESENTATION_ITEM_WITHDRAW Enabled Enables executing job: Withdraw digital representations
This job Withdraw digital representations task.
TASK_CHAIN_THUMBNAIL_GENERATION_THUMBNAIL Enabled Enables executing job: Thumbnail generation
This job generates thumbnail for each digital file in the set
UPDATE_UXP_PREFERENCE Disabled Controls the UX rollout preference.
VIEW_LOAN_DETAILS_PRIVILEGE Disabled When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
VIEW_MANAGE_COLLECTION Enabled
  • Enables accessing and viewing 'Manage Collections' option in menu (via Resources > Manage Inventory)
  • Enables accessing and viewing 'Top Level Collection' UI, and all Collection Resource Editor UI screens
VIEW_OPERATOR_DETAILS Enabled Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)

Privileges for DISCOVERY_ADMIN

Privilege Default State Privilege Description
DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information
DISCOVERY_ADMIN Enabled Enables the configuration of discovery functionality (such as search profiles and discovery views) for Primo on Alma platforms
ELECTRONIC_INVENTORY_VIEW Enabled
  • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
  • API - Retrieve list of collections / portfolios
  • API - Retrieve collection / portfolios by ID
PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
PHYSICAL_SEARCH_LABEL_MANAGEMENT Enabled Enables libraries to choose different roles for managing labels in physical inventory searches.
PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name appears.
REPOSITORY_LABEL_MANAGEMENT Enabled Enables adding local labels to records in Titles search results.
RUN_ESPLORO_INDEX_JOB Enabled Enables running the Esploro index job.
TABLE_CONFIG_FULL Enabled Enables the modification of labels that appear in the Primo end-user UI.
TASK_CHAIN_PRIMO_VE_RECORDS_GOOGLE_PUBLISHING Disabled N/A
UPDATE_UXP_PREFERENCE Disabled Controls the UX rollout preference.
VIEW_USER_CARD Enabled Enables viewing full user card details, including name, email, address, and phone number

Privileges for DISCOVERY_OPERATOR_LIMITED

Privilege Default State Privilege Description
DISCOVERY_OPERATOR_LIMITED Enabled N/A
VIEW_USER_CARD Enabled Enables viewing full user card details, including name, email, address, and phone number
TABLE_CONFIG_FULL Disabled Enables the modification of labels that appear in the Primo end-user UI.

Privileges for ELECTRONIC_INVENTORY_OPERATOR

Privilege Default State Privilege Description
CKB_IE_VIEW Enabled N/A
DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information
DELETE_BIB Enabled
  • When cancelling a PO line, determines what to do if the bib is bibliographic records without inventory. The option to delete bibliographic records without inventory is dependent on this privilege.
  • When withdrawing an item, determines whether the option “Delete bibliographic record (unless other holdings are present)” is displayed.
ELECTRONIC_INVENTORY_MANAGE Enabled
  • Overlap analysis
  • Defines Available for groups
  • Triggers all data services and repository jobs
  • Observes E recent entities
  • Activation of Community zone E entities
  • Contribution of portfolios to Community zone
  • Links local E Collection or portfolio to CZ
  • Manages E collection, service and portfolio
  • Manages CDI collection
  • Community Zone "Send to Ex Libris" * Report on issue from CZ search results, Activate PO Line from po line list
  • API creation, deletion and update for E resources role
  • Recommendation
  • Top level collection menu
ELECTRONIC_INVENTORY_OPERATOR_ANALYTICS Enabled N/A
ELECTRONIC_INVENTORY_VIEW Enabled
  • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
  • API - Retrieve list of collections / portfolios
  • API - Retrieve collection / portfolios by ID
E_INVENTORY_CREATION Enabled Enables electronic inventory creation
E_RESOURCE_ACTIVATION Enabled Activate electronic resource, in electronic resource as we find it in the CZ, also in the E activation task list. If activated for the Electronic Inventory Operator, Electronic Inventory Operator Extended, Repository Manager, Purchasing Manager, or Purchasing Operator roles, it will grant access to the "My Electronic Resources by Provider" page (Resources > Manage Inventory > My Electronic Resources by Provider).
E_TASK_ASSIGNMENT Enabled Enables the user to release assignment in Resources -> Manage Electronic Resources Activation
E_TASK_ASSIGNMENT_TRANSFER Enabled Enables the user to assign the task to another user in Resources -> Manage Electronic Resources Activation
E_TASK_EDIT Enabled Enables the user to edit the activation task (without this privilege the user will not be able to receive assignments) in Resources -> Manage Electronic Resources Activation
E_TASK_VIEW Enabled Enables the user to view tasks in the activation task list in Resources -> Manage Electronic Resources Activation
HANDLE_CZ_UPDATE_ISSUES Enabled In the resource management menu, this privilege show the link to Community Zone Updates Task List, depending on users who can see "Manage Inventory" (per the privilege "Electronic Inventory Manage".)
LINK_PORTFOLIOS_IN_COLLECTION_RECOMMENDATIONS​ Enabled Enables the usage/edit of the recommendation type "Linking portfolios to CZ​"
LINK_LOCAL_E_COLLECTION_RECOMMENDATIONS Enabled Enables the usage/edit of the recommendation type "Linking local collections"
LOCALIZE_SELECTED_PORTFOLIOS Enabled CZ Portfolio list * Activates selected portfolios
LINK_STANDALONE_PORTFOLIOS_RECOMMENDATIONS Enabled Enables the usage/edit of the recommendation type "Linking standalone portfolios to CZ"
MY_ELECTRONIC_RESOURCES_BY_PROVIDER_RECOMMENDATIONS​ Enabled Enables access to the My Electronic Resources by Provider page and ability to activate any resources to which you access but have not activated. For Electronic Inventory Operator Extended role, Enables also delete operations on this page.
OVERRIDE_BLOCK_REQUEST Disabled Controls the "override on shelf requesting policy" button

(New for February 2026)

OVERRIDE_PATRON_HOLD_BLOCKS

Disabled Enables overriding blocks when placing a hold, booking, or digitization request
PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
PROCESS_ADD Enabled Controls the ability to add jobs
PROCESS_VIEW Enabled Controls the ability to view jobs
PRIORITIZE_REQUESTS_PRIVILEGE Disabled Enable manually prioritizing new or existing requests from patrons/library.
PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name appears.
RELINK_PORTFOLIO_TO_ANOTHER_BIBLIOGRAPHIC_RECORD Enabled Enables the user to change bib record to which the portfolio is linked
REQUESTS_CREATOR Enabled Controls the ability to place requests from repository search (doesn't affect ability to submit request from patron card).
SETS_EDIT Enabled Controls access to edit sets action
TASK_CHAIN_EXPORT_ELECTRONIC_PORTFOLIOS_EXPORT Enabled Runs "Export Electronic Portfolios" job
TASK_CHAIN_PORTFOLIO_INFORMATION_UPDATE Enabled Runs "Change electronic portfolio information" job
UNAVAIL_PORTFOLIOS_RECOMMENDATIONS Enabled Enables the usage/edit of the recommendation type "Unavailable portfolios"
UPDATE_UXP_PREFERENCE Disabled Controls the UX rollout preference.
VIEW_ACCESS_RIGHTS Enabled Enables access to Access Right policies
VIEW_LOAN_DETAILS_PRIVILEGE Disabled When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
VIEW_OPERATOR_DETAILS Enabled Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
VIEW_PO_LINE_FROM_INVENTORY Enabled Enables viewing the PO line from inventory.
VIEW_USER_CARD Enabled Viewing full user card details, including name, email, address, phone number

Privileges for ELECTRONIC_INVENTORY_OPERATOR_LIMITED

Privilege Default State Privilege Description
CKB_IE_VIEW Enabled N/A
DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information
DELETE_BIB Enabled
  • When cancelling a PO line, determines what to do if the bib is bibliographic records without inventory. The option to delete bibliographic records without inventory is dependent on this privilege.
  • When withdrawing an item, determines whether the option “Delete bibliographic record (unless other holdings are present)” is displayed.
ELECTRONIC_INVENTORY_MANAGE Enabled
  • Overlap analysis
  • Defines Available for groups
  • Triggers all data services and repository jobs
  • Observes E recent entities
  • Activation of Community zone E entities
  • Contribution of portfolios to Community zone
  • Link local E Collection or portfolio to CZ
  • Manages E collection, service and portfolio
  • Manages CDI collection
  • Community Zone "Send to Ex Libris" * Report on issue from CZ search results, Activate PO Line from po line list
  • API creation, deletion and update for E resources role
  • Recommendation
  • Top level collection menu
ELECTRONIC_INVENTORY_OPERATOR_ANALYTICS Enabled N/A
ELECTRONIC_INVENTORY_VIEW Enabled
  • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
  • API - Retrieve list of collections / portfolios
  • API - Retrieve collection / portfolios by ID
E_INVENTORY_CREATION Enabled Enables electronic inventory creation
E_RESOURCE_ACTIVATION Enabled Activates electronic resource, in electronic resource as we find it in the CZ, also in the E activation task list. If activated for the Electronic Inventory Operator, Electronic Inventory Operator Extended, Repository Manager, Purchasing Manager, or Purchasing Operator roles, it will grant access to the "My Electronic Resources by Provider" page (Resources > Manage Inventory > My Electronic Resources by Provider).
E_TASK_ASSIGNMENT Enabled Enables the user to release assignment in Resources -> Manage Electronic Resources Activation
E_TASK_ASSIGNMENT_TRANSFER Enabled Enables the user to assign the task to another user in Resources -> Manage Electronic Resources Activation
E_TASK_EDIT Enabled Enables the user to edit the activation task (without this privilege the user will not be able to receive assignments) in Resources -> Manage Electronic Resources Activation
E_TASK_VIEW Enabled Enables the user to view tasks in the activation task list in Resources -> Manage Electronic Resources Activation
HANDLE_CZ_UPDATE_ISSUES Enabled In the resource management menu, this privilege show the link to Community Zone Updates Task List, depending on users who can see "Manage Inventory" (per the privilege "Electronic Inventory Manage".)
LINK_PORTFOLIOS_IN_COLLECTION_RECOMMENDATIONS​ Enabled Enables the usage/edit of the recommendation type "Linking portfolios to CZ"
LINK_LOCAL_E_COLLECTION_RECOMMENDATIONS Enabled Enables the usage/edit of the recommendation type "Linking local collections"
LOCALIZE_SELECTED_PORTFOLIOS Enabled CZ Portfolio list * Activate selected portfolios
LINK_STANDALONE_PORTFOLIOS_RECOMMENDATIONS Enabled Enables the usage/edit of the recommendation type "Linking standalone portfolios to CZ"
MY_ELECTRONIC_RESOURCES_BY_PROVIDER_RECOMMENDATIONS​ Enabled Enables access to the My Electronic Resources by Provider page and ability to activate any resources to which you access but have not activated. For Electronic Inventory Operator Extended role, Enables also delete operations on this page.
OVERRIDE_BLOCK_REQUEST Disabled Controls the "override on shelf requesting policy" button

(New for February 2026)

OVERRIDE_PATRON_HOLD_BLOCKS

Disabled Enables overriding blocks when placing a hold, booking, or digitization request
PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
PRIORITIZE_REQUESTS_PRIVILEGE Disabled Enable manually prioritizing new or existing requests from patrons/library.
PROCESS_ADD Enabled Controls the ability to add jobs
PROCESS_VIEW Enabled Controls the ability to view jobs
PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name appears.
RELINK_PORTFOLIO_TO_ANOTHER_BIBLIOGRAPHIC_RECORD Disabled Enables the user to change bib record to which the portfolio is linked
REQUESTS_CREATOR Enabled Controls the ability to place requests from repository search (doesn't affect ability to submit request from patron card).
SETS_EDIT Enabled Controls access to edit sets action
TASK_CHAIN_EXPORT_ELECTRONIC_PORTFOLIOS_EXPORT Enabled Runs "Export Electronic Portfolios" job
TASK_CHAIN_PORTFOLIO_INFORMATION_UPDATE Enabled Runs "Change electronic portfolio information" job
UNAVAIL_PORTFOLIOS_RECOMMENDATIONS Enabled Enables the usage/edit of the recommendation type "Unavailable portfolios"
UPDATE_UXP_PREFERENCE Disabled Controls the UX rollout preference.
VIEW_ACCESS_RIGHTS Enabled Enables access to Access Right policies
VIEW_LOAN_DETAILS_PRIVILEGE Disabled When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
VIEW_OPERATOR_DETAILS Enabled Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
VIEW_PO_LINE_FROM_INVENTORY Enabled Enables viewing the PO line from inventory.

Privileges for ELECTRONIC_INVENTORY_OPERATOR_EXTENDED

Privilege Default State Privilege Description
DELETE_BIB Enabled
  • When cancelling a PO line, determines what to do if the bib is bibliographic records without inventory. The option to delete bibliographic records without inventory is dependent on this privilege.
  • When withdrawing an item, determines whether the option “Delete bibliographic record (unless other holdings are present)” is displayed.
DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information
ELECTRONIC_INVENTORY_DELETE Enabled Enables deletion of electronic inventory
ELECTRONIC_INVENTORY_VIEW Enabled Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search). API - Retrieve list of collections / portfolios API - Retrieve collection / portfolios by ID
LOCALIZE_SELECTED_PORTFOLIOS Enabled CZ Portfolio list * Activate selected portfolios
MY_ELECTRONIC_RESOURCES_BY_PROVIDER_RECOMMENDATIONS​ Enabled Enables access to the My Electronic Resources by Provider page and ability to activate any resources to which you access but have not activated. For Electronic Inventory Operator Extended role, Enables also delete operations on this page.
PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name appears.
TASK_CHAIN_PORTFOLIO_ITEM_WITHDRAW Enabled Runs "Delete portfolios" job
UPDATE_UXP_PREFERENCE Disabled Controls the UX rollout preference.
VIEW_LOAN_DETAILS_PRIVILEGE Enabled When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
VIEW_OPERATOR_DETAILS Enabled Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
VIEW_USER_CARD Enabled Views full user card details, including name, email, address, phone number

Privileges for FISCAL_PERIOD_MANAGER

Privilege Default State Privilege Description
DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information
ELECTRONIC_INVENTORY_VIEW Enabled Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search). API - Retrieve list of collections / portfolios API - Retrieve collection / portfolios by ID
MANAGE_EXPORTS Enabled Controls the "manage exports"
MANAGE_FISCAL_PERIOD Enabled Enables running rollover and reviewing the Rollover links under advanced tools in the Acq. menu
PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
PHYSICAL_SEARCH_LABEL_MANAGEMENT Enabled Enables libraries to choose different roles for managing labels in physical inventory searches.
PURCHASE_REQUEST_ON_BEHALF Enabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name appears.
REPOSITORY_LABEL_MANAGEMENT Enabled Enables adding local labels to records in Titles search results.
UPDATE_UXP_PREFERENCE Disabled Controls the UX rollout preference.
VIEW_OPERATOR_DETAILS Enabled Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
VIEW_OPERATOR_DETAILS_ACQ Enabled Enables viewing operator details in acquisitions pages
VIEW_OPERATOR_DETAILS_FULFILLMENT Disabled Enables viewing operator details in fulfillment pages
VIEW_OPERATOR_DETAILS_REPOSITORY Disabled Enables viewing operator details in repository pages
VIEW_OPERATOR_DETAILS_USER_MANAGEMENT Disabled Enables viewing operator details in user management pages

Privileges for FULFILLMENT_ADMINISTRATOR

Privilege Default State Privilege Description
CONTRIBUTOR Enabled
  • MD Editor * Contributes templates / rules
  • Esploro operations
DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information
EDIT_ACCESS_RIGHTS Enabled Enables editing the Access Rights policies (without this there's a view only access)
ELECTRONIC_INVENTORY_VIEW Enabled Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search). API - Retrieve list of collections / portfolios API - Retrieve collection / portfolios by ID
FINES_FEES_REPORT Enabled Enables running the fines and fees report
FUL_CONFIG_UTILITY Enabled Enables using the fulfillment configuration utility, both from menu and using "view policies" from the Manage Patron Services loans tab
FULFILL_ADMINISTRATION Enabled Controls the appearance of the fulfillment menu in configuration area
FULFILLMENT_ADMINISTRATOR_ANALYTICS Enabled N/A
HIGH_REQUEST_LOAD_RECOMMENDATIONS​ Enabled Enables the usage/edit of the recommendation type "High request load"
MANAGE_EXPORTS Enabled Controls the "manage exports"
PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
PHYSICAL_SEARCH_LABEL_MANAGEMENT Enabled Enables libraries to choose different roles for managing labels in physical inventory searches.
PROCESS_MANAGE Enabled Access to Manage Jobs and Sets menu options, Observe Primo dashboard
PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name appears.
REPOSITORY_LABEL_MANAGEMENT Enabled Enables adding local labels to records in Titles search results.
RL_CREATE_LIST_PRIVILEGE Enabled Enables creation of list
RL_CREATE_PUBLIC_NOTE_PRIVILEGE Enabled Enables addition of public note citation
RL_DELETE_LIST_PRIVILEGE Enabled Enables deletion of list
RL_DELETE_NOTE_PRIVILEGE Enabled Enables deletion of note from citation
RL_SET_COLLABORATORS_PRIVILEGE Enabled Enables setting of collaborator privilege in list
RL_UPDATE_LIST_PRIVILEGE Enabled Enables updating and deletion of list
TABLE_CONFIG_FULL Enabled Relates to the configuration table. All of the access to the configuration tables (which are not code or mapping tables) needs this privilege. Acquisitions do not use this privilege.
TASK_CHAIN_IEP_REQUEST Enabled N/A
TASK_CHAIN_ITEM_LOAN Enabled Deprecated.
TASK_CHAIN_ITEM_REQUEST Enabled N/A
TRANSFER_REQUESTS Enabled Access to Transfer Requests in fulfillment advanced tools menu
UPDATE_ORGANIZATION_UNIT Enabled Control the ability edit library information
UPDATE_UXP_PREFERENCE Disabled Controls the UX rollout preference.
VIEW_DEMERITS_TAB_PRIVILEGE Disabled Controls the appearance of the demerits tab in user.
VIEW_LOAN_DETAILS_PRIVILEGE Enabled When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
VIEW_OPERATOR_DETAILS Enabled Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
VIEW_OPERATOR_DETAILS_ACQ Disabled Enables viewing operator details in acquisitions pages
VIEW_OPERATOR_DETAILS_FULFILLMENT Disabled Enables viewing operator details in fulfillment pages
VIEW_OPERATOR_DETAILS_REPOSITORY Disabled Enables viewing operator details in repository pages
VIEW_OPERATOR_DETAILS_USER_MANAGEMENT Disabled Enables viewing operator details in user management pages

Privileges for FULFILLMENT_SERVICES_MANAGER

Privilege Default State Privilege Description
ALLOW_USERS_SEARCH Enabled Controls the patron lookup by name or keywords: access to users list in Manage Patron Services, and auto* Complete search in same page (doesn't affect the persistent search for users or access to Admin > Manage Users). Disabling this privilege results in a text field where you can scan in an ID but not locate the user by typing in any partial information. This Enables libraries to allow work in the patron workbench only when the user's identifier is scanned in, without being able to use auto* Complete to search for a user by name (e.g. a library with celebrity patrons may not want limited operators to search for them unless they're being served at the desk).
APPROVE_DIGITIZE Enabled Controls access to the digitization requests' approval task list
ASSIGN_TO_OTHERS Enabled Controls the appearance of the "assigned to others" tab in reading list task list. Doesn't affect the ability to reassign.
CONVERT_HOLD_TO_BORROWING Enabled Enables converting hold requests to RS requests (under certain conditions as documented in OLH) if role is in institution scope.
COURSE_RESERVES Enabled Controls the display of Course Reserves area (courses, reading lists, citations) in fulfillment menu & in tasks.
DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information
ELECTRONIC_INVENTORY_VIEW Enabled
  • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
  • API - Retrieve list of collections / portfolios
  • API - Retrieve collection / portfolios by ID
FULFILLMENT_SERVICES_MANAGER_ANALYTICS Enabled N/A
FUL_CONFIG_UTILITY Enabled Enables using the fulfillment configuration utility, both from menu and using "view policies" from the Manage Patron Services loans tab
MANAGE_EXPORTS Enabled Controls the "manage exports"
OVERRIDE_BLOCK_REQUEST Disabled Controls the "override on shelf requesting policy" button

(New for February 2026)

OVERRIDE_PATRON_HOLD_BLOCKS

Enabled Enables overriding blocks when placing a hold, booking, or digitization request
OVERRIDE_PAGING_POLICY Enabled Controls the appearance of the "Override on shelf request policy" button when placing a request in Alma
PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
PHYSICAL_SEARCH_LABEL_MANAGEMENT Enabled Enables libraries to choose different roles for managing labels in physical inventory searches.
PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name appears.
QUICK_DOCUMENT_DELIVERY Enabled Enables accessing the Document Delivery page. On this page you can deliver all digital documents on the Document Delivery page without needing to work through the complete Pick from Shelf workflow.
REACTIVATE_RESOURCE_SHARING_REQUEST Enabled Controls the reactivate RS request option
REPOSITORY_LABEL_MANAGEMENT Enabled Enables adding local labels to records in Titles search results.
REQUEST Enabled Enables user to see the link "Add to reading list" from the all titles search and controls resource sharing menu (if the role is at the resource sharing library scope) .
REQUESTS_CREATOR Enabled Controls the ability to place requests from repository search (doesn't affect ability to submit request from patron card).
RL_CREATE_LIST_PRIVILEGE Enabled Enables creation of list
RL_CREATE_PUBLIC_NOTE_PRIVILEGE Enabled Enables addition of public note citation
RL_DELETE_LIST_PRIVILEGE Enabled Enables deletion of list
RL_DELETE_NOTE_PRIVILEGE Enabled Enables deletion of note from citation
RL_SET_COLLABORATORS_PRIVILEGE Enabled Enables setting of collaborator privilege in list
RL_UPDATE_LIST_PRIVILEGE Enabled Enables updating and deletion of list
RUN_ITEMS_REQUIRING_ACTION Enabled Controls appearance of "items requiring action" link, but seems to control appearance of "Advanced tools" in fulfillment menu (which includes: fulfillment configuration utility, items requiring action, process and enrich citations, citations alternate suggestions)
SELECT_FUND Enabled Enables selecting a fund for borrowing requests, but with no ability to see the Fund and Ledgers link in acquisition menu.
SHELF_REPORT_OPERATOR Enabled Enable "Shelf report" menu (for triggering a job)
STAFF_DIGITIZATION_REQUESTER Enabled 'Staff digitization request' will only be available for users with 'STAFF_DIGITIZATION_REQUESTER' privilege.
SUBMIT_PURCHASE_REQUEST_RS Disabled Controls the display of the “Purchase Request” action button to requests in the Borrowing Requests list.
TABLE_CONFIG_FULL Enabled Relates to the configuration table. All of the access to the configuration tables (which are not code or mapping tables) needs this privilege. Acquisitions do not use this privilege.
TASK_CHAIN_IEP_REQUEST Enabled N/A
TASK_CHAIN_ITEM_REQUEST Enabled N/A
UPDATE_UXP_PREFERENCE Disabled Controls the UX rollout preference.
USER_LIST_VIEW Enabled Controls access to Users search in the persistent search box and Admin > Manage Users. Also affects ability to use users list in Manage Patron Services (the link to the list will appear but it will be an all titles search and not a users search). Doesn't affect auto* Complete in Manage Patron Services. Note: To grant users with "CIRCULATION_DESK_OPERATOR” role" access to Admin> Manage Users, the CIRC_DESK_OPERATOR_PRIVILEGE or USER_MANAGER_UPDATE privileges must also be enabled. Note: To allow users with "CIRCULATION_DESK_OPERATOR_LIMITED” role to access the user data, the USER_MANAGER_UPDATE privilege must also be enabled, as these users don't have basic user data privileges (except for things such as notes).
VIEW_DEMERITS_TAB_PRIVILEGE Disabled Controls the appearance of the demerits tab in user.
VIEW_LOAN_DETAILS_PRIVILEGE Enabled When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
VIEW_OPERATOR_DETAILS Enabled Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
VIEW_OPERATOR_DETAILS_ACQ Disabled Enables viewing operator details in acquisitions pages
VIEW_OPERATOR_DETAILS_FULFILLMENT Enabled Enables viewing operator details in fulfillment pages
VIEW_OPERATOR_DETAILS_REPOSITORY Disabled Enables viewing operator details in repository pages
VIEW_OPERATOR_DETAILS_USER_MANAGEMENT Disabled Enables viewing operator details in user management pages

Privileges for FULFILLMENT_SERVICES_OPERATOR

Privilege Default State Privilege Description
ALLOW_USERS_SEARCH Enabled Controls the patron lookup by name or keywords: access to users list in Manage Patron Services, and auto* Complete search in same page (doesn't affect the persistent search for users or access to Admin > Manage Users). Disabling this privilege results in a text field where you can scan in an ID but not locate the user by typing in any partial information. This Enables libraries to allow work in the patron workbench only when the user's identifier is scanned in, without being able to use auto* Complete to search for a user by name (e.g. a library with celebrity patrons may not want limited operators to search for them unless they're being served at the desk).
CONVERT_HOLD_TO_BORROWING Disabled Enables converting hold requests to RS requests (under certain conditions as documented in OLH) if role is in institution scope.
COURSE_RESERVES Enabled Controls the display of Course Reserves area (courses, reading lists, citations) in fulfillment menu & in tasks.
DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information
ELECTRONIC_INVENTORY_VIEW Enabled
  • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
  • API - Retrieve list of collections / portfolios
  • API - Retrieve collection / portfolios by ID
FUL_CONFIG_UTILITY Disabled Enables using the fulfillment configuration utility, both from menu and using "view policies" from the Manage Patron Services loans tab
FULFILLMENT_SERVICES_OPERATOR_ANALYTICS Enabled N/A
HIGH_REQUEST_LOAD_RECOMMENDATIONS​ Enabled Enables the usage/edit of the recommendation type "High request load"
MANAGE_EXPORTS Enabled Controls the "manage exports"
OVERRIDE_BLOCK_REQUEST Disabled Controls the "override on shelf requesting policy" button

(New for February 2026)

OVERRIDE_PATRON_HOLD_BLOCKS

Disabled Enables overriding blocks when placing a hold, booking, or digitization request
OVERRIDE_PAGING_POLICY Disabled Controls the appearance of the "Override on shelf request policy" button when placing a request in Alma
PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name appears.
PRIORITIZE_REQUESTS_PRIVILLEGE Disabled Determines the sequence of requests that receive an item, without having to manually re* Do the work every time the item becomes available.
QUICK_DOCUMENT_DELIVERY Enabled Enables accessing the Document Delivery page. On this page you can deliver all digital documents on the Document Delivery page without needing to work through the complete Pick from Shelf workflow.
REACTIVATE_RESOURCE_SHARING_REQUEST Disabled Controls the reactivate RS request option
REQUEST Enabled Enables user to see the link "Add to reading list" from the all titles search and controls resource sharing menu (if the role is at the resource sharing library scope) .
REQUESTS_CREATOR Enabled Controls the ability to place requests from repository search (doesn't affect ability to submit request from patron card).
RL_CREATE_LIST_PRIVILEGE Enabled Enables creation of list
RL_CREATE_PUBLIC_NOTE_PRIVILEGE Enabled Enables addition of public note citation
RL_DELETE_LIST_PRIVILEGE Enabled Enables deletion of list
RL_DELETE_NOTE_PRIVILEGE Enabled Enables deletion of note from citation
RL_SET_COLLABORATORS_PRIVILEGE Enabled Enables setting of collaborator privilege in list
RL_UPDATE_LIST_PRIVILEGE Enabled Enables updating and deletion of list
RUN_ITEMS_REQUIRING_ACTION Enabled Controls appearance of "items requiring action" link, but seems to control appearance of "Advanced tools" in fulfillment menu (which includes: fulfillment configuration utility, items requiring action, process and enrich citations, citations alternate suggestions)
SELECT_FUND Enabled Enables selecting a fund for borrowing requests, but with no ability to see the Fund and Ledgers link in acquisition menu.
STAFF_DIGITIZATION_REQUESTER Enabled 'Staff digitization request' will only be available for users with 'STAFF_DIGITIZATION_REQUESTER' privilege.
UPDATE_UXP_PREFERENCE Disabled Controls the UX rollout preference.
USER_LIST_VIEW Enabled Controls access to Users search in the persistent search box and Admin > Manage users. Also affects ability to use users list in Manage Patron Services (the link to the list will appear but it will be an all titles search and not a users search). Doesn't affect auto* Complete in Manage Patron Services. Note: To grant users with "CIRCULATION_DESK_OPERATOR” role" access to Admin> Manage Users, the CIRC_DESK_OPERATOR_PRIVILEGE or USER_MANAGER_UPDATE privileges must also be enabled. Note: To allow users with "CIRCULATION_DESK_OPERATOR_LIMITED” role to access the user data, the USER_MANAGER_UPDATE privilege must also be enabled, as these users don't have basic user data privileges (except for things such as notes).
VIEW_DEMERITS_TAB_PRIVILEGE Disabled Controls the appearance of the demerits tab in user.
VIEW_E_RESOURCE_FOR_COURSE Enabled Enables the "Test access" option from the portfolio list page
VIEW_LOAN_DETAILS_PRIVILEGE Enabled When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
VIEW_OPERATOR_DETAILS Enabled Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)

Privileges for FUND_LEDGER_VIEWER

Privilege Default State Privilege Description
DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information
ELECTRONIC_INVENTORY_VIEW Enabled
  • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
  • API - Retrieve list of collections / portfolios
  • API - Retrieve collection / portfolios by ID
FUND_LEDGER_VIEW_BY_AVAILABLE_FOR Disabled Enables users to view allocated/summary funds when they are owned by the institution and available for the user's library.
PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name appears.
UPDATE_UXP_PREFERENCE Disabled Controls the UX rollout preference.
VIEW_FUNDS Enabled Views funds (not of type ledger).
VIEW_LEDGER Enabled Views ledger (not necessarily the fund)
VIEW_OPERATOR_DETAILS Enabled Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)

Privileges for FUND_MANAGER

Privilege Default State Privilege Description
ADD_ALLOCATION_TRANSACTION Enabled Visibility of "allocate Fund" link in the transaction tab of a fund.
CLOSE_FUND Enabled Deactivates funds. Create/Update Fund privileges include this as well, so we may be able to remove this privilege but this is not certain (need to remove and see what happens).
CREATE_FUND Enabled Create Fund
DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information
ELECTRONIC_INVENTORY_VIEW Enabled
  • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
  • API - Retrieve list of collections / portfolios
  • API - Retrieve collection / portfolios by ID
FUND_LEDGER_VIEW_BY_AVAILABLE_FOR Disabled Enables users to view allocated/summary funds when they are owned by the institution and available for the user's library.
FUND_MANAGER_ANALYTICS Enabled N/A
MANAGE_EXPORTS Enabled Controls the "manage exports"
PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
PHYSICAL_SEARCH_LABEL_MANAGEMENT Enabled Enables libraries to choose different roles for managing labels in physical inventory searches.
PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name appears.
REPOSITORY_LABEL_MANAGEMENT Enabled Enables adding local labels to records in Titles search results.
TABLE_CONFIG_FULL Enabled Relates to the configuration table. All of the access to the configuration tables (which are not code or mapping tables) needs this privilege. Acquisitions do not use this privilege.
UPDATE_FUND Enabled Allowing to edit the fund (see edit button)
UPDATE_UXP_PREFERENCE Disabled Controls the UX rollout preference.
VIEW_ANONYMOUS_REQUEST Enabled When working on a resource sharing request which involves money, there is an option to associate funds with the request. In the 'fund and ledgers' -> transaction tab (related records column) – the request ID is linkable and will navigate the user to the RS request details. This will work only if the user has the VIEW_ANONYMOUS_REQUEST privilege
VIEW_FUNDS Enabled Views funds (not of type ledger).
VIEW_LEDGER Enabled Views ledger (not necessarily the fund)
VIEW_LOAN_DETAILS_PRIVILEGE Disabled When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
VIEW_OPERATOR_DETAILS Enabled Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
VIEW_OPERATOR_DETAILS_ACQ Enabled Enables viewing operator details in acquisitions pages
VIEW_OPERATOR_DETAILS_FULFILLMENT Disabled Enables viewing operator details in fulfillment pages
VIEW_OPERATOR_DETAILS_REPOSITORY Disabled Enables viewing operator details in repository pages
VIEW_OPERATOR_DETAILS_USER_MANAGEMENT Disabled Enables viewing operator details in user management pages
VIEW_PO_LINE_FROM_FUND_LEDGER Enabled Enables viewing the PO line from fund ledger.

Privileges for GENERAL_SYSTEM_ADMINISTRATION

Privilege Default State Privilege Description
ACQ_ADMINISTRATION Enabled Gives access to Configuration Menu of Acquisition. It has the option of edit or read only (can be marked as read only on the role level).
ACTIVATE_PRODUCER Enabled Rosetta Related
ADD_EDIT_DELETE_NOTES_PRIVILEGE Enabled Enables adding a block/note/attachment in a specific library's scope
ADD_GENERIC_CONTENT_STRUCTURE Enabled Rosetta Related
ADD_GENERIC_MATERIAL_FLOW Enabled Rosetta Related
ADD_GENERIC_MDFORM Enabled Rosetta Related
ADD_GENERIC_PROFILE Enabled Rosetta Related
ADD_GENERIC_SUBMISSION_FORMAT Enabled Rosetta Related
ADD_PRODUCER Enabled Rosetta Related
ADMINISTRATION Enabled Controls several capabilities of the General System Administrator
ADMINISTRATION_ADVANCED_CONFIG Enabled
  • Enables management of normalization processes
  • Enables access to general configuration menu
  • Enables access to user management configuration menu
ADMINISTRATION_INITIAL_CONFIG Enabled Basic privilege for many configuration menus
ADMINISTRATION_MONITORING Enabled Basic privilege for the reports and monitoring pages
ALMA_ANALYTICS_ADMINISTRATOR Enabled
  • Subscribe to Analytics* Opens the Analytics Configuration and Subscription page. This Enables users to enable or disable Analytics Subscriptions of Scheduled Reports. Scheduled Reports are created by Analytics Administrators in the Analytics Object List option.
  • Analytics Objects List* Opens the Analytics Configuration and Subscription page of all Analytics objects. This Enables the creation and management of Analytics Objects, both Alma and Primo, which include Dashboard, Report, Scheduled Dashboard, Scheduled Report and Widget. The objects created can then be used by users, such as widgets on a home page, or subscribing to a scheduled report.
  • Analytics User Statistics* Opens the Analytics User Statistics page. This Enables for the management of the Analytics Statistics values in the system Code Table. A Description or Translation can be set in this page to each of the Statistic values. The table code is " AnalyticsUserStatistics".
  • Analytics Citation Attribute Types* Opens the Analytics Citation Attribute Types. This Enables for management of the Citation Attribute Type values in the system Code Table. A Description or Translation can be set in this page to each of the Attribute Type values. The Table Code is "AnalyticsCitationAttributeTypes".
ASSIGN_AGENT_TO_PRODUCER Enabled N/A
AUTO_HOLDINGS_RECOMMENDATIONS​ Enabled Enables the usage/edit of the recommendation type "Automatic Holdings Upload from vendors"
CATALOG_ADMIN Enabled General Configuration access, MD Editor: view collections, Open MD Editor, External search, Browse bib headings, Browse shelf listing. Merge and Combine menu link.
CLAIMED_RETURNED_PRIVILEGE Enabled Enables "claim returned" in manage patron services
CODE_TABLE_DELETE_ROW Enabled Controls ability to delete rows in code tables
CONFIGURE_JOBS_EMAILS_NOTIFICATIONS Enabled Enables the configuration of Email Notifications for all jobs via Monitor Jobs
CONTRIBUTOR Enabled MD Editor * Contribute templates / rules Esploro operations
CREATE_REMOVE_BLOCKS_PRIVILEGE Enabled Enables creating and removing user blocks
DATA_MNG_CONFIGURE Enabled Enables execution of metadata import profile
DEACTIVATE_PRODUCER Enabled Rosetta Related
DELETE_GENERIC_CONTENT_STRUCTURE Enabled Rosetta Related
DELETE_GENERIC_MATERIAL_FLOW Enabled Rosetta Related
DELETE_GENERIC_MDFORM Enabled Rosetta Related
DELETE_GENERIC_PROFILE Enabled Rosetta Related
DELETE_GENERIC_SUBMISSION_FORMAT Enabled Rosetta Related
DELETE_PERSONALIZED_MATERIAL_FLOW Enabled Rosetta Related
DELETE_PRODUCER Enabled Rosetta Related
DESCRIPTION_TEMPLATE_RECOMMENDATIONS Enabled Enables the usage/edit of the recommendation type "Description Templates"
DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information
DIGITAL_STORAGE_CONFIGURATION Enabled Controls access to Digital Storage
DUPLICATE_PERSONALIZED_MATERIAL_FLOW Enabled Rosetta Related
EDIT_ACCESS_RIGHTS Enabled Enables editing the Access Rights policies (without this there's a view only access)
EDIT_GENERIC_CONTENT_STRUCTURE Enabled Rosetta Related
EDIT_GENERIC_MATERIAL_FLOW Enabled Rosetta Related
EDIT_GENERIC_MDFORM Enabled Rosetta Related
EDIT_GENERIC_PROFILE Enabled Rosetta Related
EDIT_GENERIC_SUBMISSION_FORMAT Enabled Grants access to the configuration menus in the different areas (not sure if all links are present in all menus)
EDIT_PRODUCER Enabled Rosetta Related
ELECTRONIC_INVENTORY_VIEW Enabled
  • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
  • API - Retrieve list of collections / portfolios
  • API - Retrieve collection / portfolios by ID
EMAIL_PRODUCER Enabled Rosetta Related
FINES_FEES_REPORT Enabled Enables running the fines and fees report
FUL_CONFIG_UTILITY Enabled Enables using the fulfillment configuration utility, both from menu and using "view policies" from the Manage Patron Services loans tab
FULFILL_ADMINISTRATION Enabled Control the appearance of the fulfillment menu in configuration area
GENERAL_SYSTEM_ADMINISTRATOR_ANALYTICS Enabled N/A
HIGH_REQUEST_LOAD_RECOMMENDATIONS​ Enabled Enables the usage/edit of the recommendation type "High request load"
MANAGE_EXPORTS Enabled Controls the "manage exports"
MEDITOR_METADATA_EDIT Enabled N/A
MEDITOR_OBJECT_SERVICES Enabled N/A
OBJECT_SEARCH Enabled Open various MD Editor functions from Alma menu
ORDER_VALIDATION_RECOMMENDATIONS​ Enabled Enables the usage/edit of the recommendation type "New order API validation"
PAY_FINES_FEES_PRIVILEGE Enabled Enables paying a fine at a circulation desk. Disabling this privilege prevents users from being able to add fines/fees. However, it also prevents the user from being able to process payments of fines/fees.
PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
PHYSICAL_SEARCH_LABEL_MANAGEMENT Enabled Enables libraries to choose different roles for managing labels in physical inventory searches.
PROCESS_EXECUTION_ABORT Enabled Controls the ability to abort jobs
PROCESS_EXECUTION_EXCEPTION_VIEW Enabled N/A
PROCESS_EXECUTION_RERUN Enabled Controls the ability to re* Run jobs
PROCESS_EXECUTION_VIEW Enabled Controls the ability to view jobs
PROCESS_MANAGE Enabled Access to Manage Jobs and Sets menu options, Observe Primo dashboard
PROCESS_VIEW Enabled Controls the ability to view jobs
PRODUCER_CONFIGURE Enabled Rosetta Related
PRODUCER_RUN_REPORTS Enabled Rosetta Related
PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name appears.
REGISTER_NEW_USER Enabled Controls the ability to register a new user from Manage Patron Services screen.
REPOSIT_ADMIN Enabled
  • MD Editor: view collections, Open MD Editor, External search, Browse bib headings, Browse shelf listing
  • Contribute E collection
  • Observe network harvesting list
  • MD Import management
  • Duplicate titles analysis
  • Publishing profiles and information
REPOSITORY_LABEL_MANAGEMENT Enabled Enables adding local labels to records in Titles search results.
TABLE_CONFIG_FULL Enabled Relates to the configuration table. All of the access to the configuration tables (which are not code or mapping tables) needs this privilege. Acquisitions do not use this privilege.
UPDATE_ORGANIZATION_UNIT Enabled Control the ability edit library information
USE_BENCHMARK_ANALYTICS_RECOMMENDATIONS​ Enabled Enables the usage/edit of the recommendation type "Benchmark analytics"
USER_ADMIN Enabled Grants access to user configuration
USER_IDENTIFIER_UPDATE Enabled Controls the ability to edit additional identifiers for a user (does NOT affect the ability to add new identifiers or edit the primary identifier)
USER_MANAGER_ACTIVATE Enabled Controls the "activate" option for a user
USER_MANAGER_ADD_ROLE Enabled Controls ability to add roles to users
USER_MANAGER_ADD_USER Enabled Controls ability to create new user in Manage Users
USER_MANAGER_DEACTIVATE Enabled Controls the "deactivate" option for a user
USER_MANAGER_DELETE_ROLE Enabled Controls ability to delete roles from users
USER_MANAGER_DELETE_USER Enabled Controls ability to delete user in Manage Users
USER_MANAGER_UPDATE Enabled Gives access to the user record and its information (except for the user notes, which are also accessible from the patron workbench, and some tabs, e.g. fines & fees, which have their own privilege). Enables changing password for internal user * May not be relevant with IdP change * And disabling login restrictions, and user roles in the General Information tab of the user record. Enables editing the password of internal accounts where the Patron role has an expiry date that has not yet passed. Doesn't allow: adding roles, toggling user from internal to external. Removing it doesn't remove: users search, admin>manage users, editing user, changing primary ID. For the "CIRCULATION_DESK_OPERATOR” role and the "CIRCULATION_DESK_OPERATOR_LIMITED” role, see also the notes on the USER_LIST_VIEW privilege.
USER_MANAGER_VIEW Enabled Enables access to user record in view only mode
VIEW_FINES_FEES Enabled Enables viewing a patron's fine/fees. Controls the presentation of:
  • Visibility of the Fines/Fees tab in the User Details screen.
  • Searching by Fines/Fees in the Advanced Users search.
  • Presentation of the patron's active balance in the Manage Patron Services screen.
VIEW_GENERIC_CONTENT_STRUCTURE Enabled Rosetta Related
VIEW_GENERIC_MATERIAL_FLOW Enabled Rosetta Related
VIEW_GENERIC_MDFORM Enabled Rosetta Related
VIEW_GENERIC_SUBMISSION_FORMAT Enabled Enables view of S/FTP definitions
VIEW_LOAN_DETAILS_PRIVILEGE Enabled When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
VIEW_OPERATOR_DETAILS Enabled Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
VIEW_PRODUCER Enabled Rosetta Related
VIEW_PROFILE Enabled Rosetta Related
VIEW_USER_HISTORY Enabled Allows viewing user history in the History tab of the Manage Users page
WAIVE_FINES_FEES_PRIVILEGE Enabled Enables waiving fines and fees. Disabling this privilege prevents users from being able to waive fines/fees. However, it does not prevent users from being able to add fines/fees.

Privileges for INVOICE_MANAGER

Privilege Default State Privilege Description
CREATE_EDIT_INVOICE Enabled Creates Edit Invoice
DELETE_INVOICE_LINE Disabled Deletes Invoice Line
DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information
ELECTRONIC_INVENTORY_VIEW Enabled
  • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
  • API - Retrieve list of collections / portfolios
  • API - Retrieve collection / portfolios by ID
INVOICE_APPROVAL Enabled Approving the invoice and also seeing this option in the Acq menu.
INVOICE_ASSIGN_TO_OTHERS Enabled Assign to Others tab will be displayed in invoices pending review
INVOICE_ASSIGNMENT Enabled Enables performing "Release Assignment" to invoice which is assigned to me
INVOICE_MANAGER_ANALYTICS Enabled N/A
INVOICE_PAYMENT Enabled Seeing "waiting for payment" task list in the Acq. Menu and pay the invoice
MANAGE_EXPORTS Enabled Controls the "manage exports"
PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
PHYSICAL_SEARCH_LABEL_MANAGEMENT Enabled Enables libraries to choose different roles for managing labels in physical inventory searches.
PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name appears.
REPOSITORY_LABEL_MANAGEMENT Enabled Enables adding local labels to records in Titles search results.
SET_INVOICE_BACK_TO_REVIEW Enabled Enables setting an invoice back to Review status.
UPDATE_UXP_PREFERENCE Disabled Controls the UX rollout preference.
VIEW_ALL_VENDORS_DATA Enabled See vendors with all of their tabs, Links to vendor from PO line, links to vendor in Acquisitions menu, see vendors in search options.
VIEW_INVOICE Enabled Whether to see the menu: Acquisition, and whether to see receiving and invoicing section in the Acquisition menu. Also, see the "Review" link in that menu.
VIEW_INVOICES Enabled Enables visibility of:
  • "View" action, in list of invoice lines and in the list of invoices themselves.
  • Invoice assertion tab in invoice
  • View on attachments, notes and all of the tabs in an invoice.
VIEW_LOAN_DETAILS_PRIVILEGE Disabled When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
VIEW_OPERATOR_DETAILS Enabled Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
VIEW_OPERATOR_DETAILS_ACQ Enabled Enables viewing operator details in acquisitions pages
VIEW_OPERATOR_DETAILS_FULFILLMENT Disabled Enables viewing operator details in fulfillment pages
VIEW_OPERATOR_DETAILS_REPOSITORY Disabled Enables viewing operator details in repository pages
VIEW_OPERATOR_DETAILS_USER_MANAGEMENT Disabled Enables viewing operator details in user management pages
VIEW_PO_POLINE Enabled Views PO and view PO line. For example, invoice manager will need to link invoice line to PO line, this role issued by them in order to select the PO line (and similar cases etc.)

Privileges for INVOICE_OPERATOR

Privilege Default State Privilege Description
CREATE_EDIT_INVOICE Enabled Create Edit Invoice
DELETE_INVOICE_LINE Disabled Deletes Invoice Line
DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information
ELECTRONIC_INVENTORY_VIEW Enabled
  • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
  • API - Retrieve list of collections / portfolios
  • API - Retrieve collection / portfolios by ID
INVOICE_ASSIGNMENT Disabled Enables performing "Release Assignment" to invoice which is assigned to me
INVOICE_OPERATOR_ANALYTICS Enabled N/A
INVOICE_PAYMENT Enabled Seeing "waiting for payment" task list in the Acq. Menu and pay the invoice
MANAGE_EXPORTS Enabled Controls the "manage exports"
PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name appears.
SET_INVOICE_BACK_TO_REVIEW Enabled Enables setting an invoice back to Review status.
UPDATE_UXP_PREFERENCE Disabled Controls the UX rollout preference.
VIEW_ALL_VENDORS_DATA Enabled See vendors with all of their tabs, Links to vendor from PO line, links to vendor in Acquisitions menu, see vendors in search options.
VIEW_INVOICE Enabled Whether to see the menu: Acquisition, and whether to see receiving and invoicing section in the Acquisition menu. Also, see the "Review" link in that menu.
VIEW_INVOICES Enabled Enables visibility of:
  • "View" action, in list of invoice lines and in the list of invoices themselves.
  • Invoice assertion tab in invoice
  • View on attachments, notes and all of the tabs in an invoice.
VIEW_LOAN_DETAILS_PRIVILEGE Disabled When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
VIEW_OPERATOR_DETAILS Enabled Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
VIEW_PO_POLINE Enabled Views PO and view PO line. For example, invoice manager will need to link invoice line to PO line, this role issued by them in order to select the PO line (and similar cases etc.)

Privileges for INVOICE_OPERATOR_EXTENDED

Privilege Default State Privilege Description
CREATE_EDIT_INVOICE Enabled Creates Edit Invoice
DELETE_ENTIRE_INVOICE Enabled Deletes Entire Invoice
DELETE_INVOICE_LINE Enabled Deletes Invoice Line
DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information
ELECTRONIC_INVENTORY_VIEW Enabled
  • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
  • API - Retrieve list of collections / portfolios
  • API - Retrieve collection / portfolios by ID
INVOICE_ASSIGNMENT Enabled Enables performing "Release Assignment" to invoice which is assigned to me
INVOICE_OPERATOR_ANALYTICS Enabled N/A
INVOICE_PAYMENT Enabled Seeing "waiting for payment" task list in the Acq. Menu and pay the invoice
PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name appears.
UPDATE_UXP_PREFERENCE Disabled Controls the UX rollout preference.
VIEW_ALL_VENDORS_DATA Enabled See vendors with all of their tabs, Links to vendor from PO line, links to vendor in Acquisitions menu, see vendors in search options.
VIEW_INVOICE Enabled Whether to see the menu: Acquisition, and whether to see receiving and invoicing section in the Acquisition menu. Also, see the "Review" link in that menu.
VIEW_INVOICES Enabled Enables visibility of:
  • "View" action, in list of invoice lines and in the list of invoices themselves.
  • Invoice assertion tab in invoice
  • View on attachments, notes and all of the tabs in an invoice.
VIEW_LOAN_DETAILS_PRIVILEGE Disabled When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
VIEW_OPERATOR_DETAILS Enabled Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
VIEW_PO_POLINE Views PO and view PO line. For example, invoice manager will need to link invoice line to PO line, this role issued by them in order to select the PO line (and similar cases etc.)

Privileges for KNOWN_ISSUES_OPERATOR

Privilege Default State Privilege Description
KNOWN_ISSUES_EDIT Enabled Enables editing of known issues
KNOWN_ISSUES_VIEW Enabled Enables viewing of known issues
VIEW_OPERATOR_DETAILS Enabled Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)

Privileges for LEDGER_MANAGER

Privilege Default State Privilege Description
ADD_ALLOCATION_TRANSACTION Enabled Visibility of "allocate Fund" link in the transaction tab of a fund.
CLOSE_FUND Enabled Deactivates funds. Create/Update Fund privileges include this as well, so we may be able to remove this privilege but this is not certain (need to remove and see what happens).
CLOSE_LEDGER Enabled Enables deactivating Fund
CREATE_FUND Enabled Creates Fund
CREATE_LEDGER Enabled Creates Fund
DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information
ELECTRONIC_INVENTORY_VIEW Enabled
  • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
  • API - Retrieve list of collections / portfolios
  • API - Retrieve collection / portfolios by ID
FUND_LEDGER_VIEW_BY_AVAILABLE_FOR Disabled Enables users to view allocated/summary funds when they are owned by the institution and available for the user's library.
LEDGER_MANAGER_ANALYTICS Enabled N/A
MANAGE_EXPORTS Enabled Controls the "manage exports"
PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
PHYSICAL_SEARCH_LABEL_MANAGEMENT Enabled Enables libraries to choose different roles for managing labels in physical inventory searches.
PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name appears.
REPOSITORY_LABEL_MANAGEMENT Enabled Enables adding local labels to records in Titles search results.
TABLE_CONFIG_FULL Enabled Relates to the configuration table. All of the access to the configuration tables (which are not code or mapping tables) needs this privilege. Acquisitions do not use this privilege.
UPDATE_FUND Enabled Allowing to edit the fund (see edit button)
UPDATE_LEDGER Enabled Allowing to edit the ledger (see edit button)
UPDATE_UXP_PREFERENCE Disabled Controls the UX rollout preference.
VIEW_FUNDS Enabled View funds (not of type ledger).
VIEW_LEDGER Enabled Views ledger (not necessarily the fund)
VIEW_LOAN_DETAILS_PRIVILEGE Disabled When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
VIEW_OPERATOR_DETAILS Enabled Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
VIEW_OPERATOR_DETAILS_ACQ Enabled Enables viewing operator details in acquisitions pages
VIEW_OPERATOR_DETAILS_FULFILLMENT Disabled Enables viewing operator details in fulfillment pages
VIEW_OPERATOR_DETAILS_REPOSITORY Disabled Enables viewing operator details in repository pages
VIEW_OPERATOR_DETAILS_USER_MANAGEMENT Disabled Enables viewing operator details in user management pages
VIEW_PO_LINE_FROM_FUND_LEDGER Enabled Enables viewing the PO line from fund ledger.

Privileges for LETTER_ADMINISTRATOR

Privilege Default State Privilege Description
DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information
ELECTRONIC_INVENTORY_VIEW Enabled
  • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
  • API - Retrieve list of collections / portfolios
  • API - Retrieve collection / portfolios by ID
LETTER_ADMINISTRATOR Enabled Enables the letters configuration
PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
PHYSICAL_SEARCH_LABEL_MANAGEMENT Enabled Enables libraries to choose different roles for managing labels in physical inventory searches.
PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name appears.
REPOSITORY_LABEL_MANAGEMENT Enabled Enables adding local labels to records in Titles search results.
TABLE_CONFIG_FULL Enabled Relates to the configuration table. All of the access to the configuration tables (which are not code or mapping tables) needs this privilege. Acquisitions do not use this privilege.
UPDATE_UXP_PREFERENCE Disabled Controls the UX rollout preference.
VIEW_OPERATOR_DETAILS Disabled Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
VIEW_LOAN_DETAILS_PRIVILEGE Enabled When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.

Privileges for LICENSE_MANAGER

Privilege Default State Privilege Description
ALLOW_USERS_SEARCH Enabled Controls the patron lookup by name or keywords: access to users list in Manage Patron Services, and auto* Complete search in same page (doesn't affect the persistent search for users or access to Admin > Manage Users). Disabling this privilege results in a text field where you can scan in an ID but not locate the user by typing in any partial information. This Enables libraries to allow work in the patron workbench only when the user's identifier is scanned in, without being able to use auto* Complete to search for a user by name (e.g. a library with celebrity patrons may not want limited operators to search for them unless they're being served at the desk).
CREATE_LICENSE Enabled Creates License
DELETE_LICENSE Enabled Deletes License
DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information
ELECTRONIC_INVENTORY_VIEW Enabled
  • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
  • API - Retrieve list of collections / portfolios
  • API - Retrieve collection / portfolios by ID
LICENSE_MANAGER_ANALYTICS Enabled N/A
MANAGE_EXPORTS Enabled Controls the "manage exports"
PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
PHYSICAL_SEARCH_LABEL_MANAGEMENT Enabled Enables libraries to choose different roles for managing labels in physical inventory searches.
PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name appears.
REPOSITORY_LABEL_MANAGEMENT Enabled Enables adding local labels to records in Titles search results.
TABLE_CONFIG_FULL Enabled Relates to the configuration table. All of the access to the configuration tables (which are not code or mapping tables) needs this privilege. Acquisitions do not use this privilege.
UPDATE_LICENSE Enabled Allowing to edit the license (see edit button)
UPDATE_UXP_PREFERENCE Disabled Controls the UX rollout preference.
USER_LIST_VIEW Enabled Controls access to Users search in the persistent search box and Admin > Manage users. Also affects ability to use users list in Manage Patron Services (the link to the list will appear but it will be an all titles search and not a users search). Doesn't affect auto* Complete in Manage Patron Services. Note: To grant users with "CIRCULATION_DESK_OPERATOR” role" access to Admin> Manage Users, the CIRC_DESK_OPERATOR_PRIVILEGE or USER_MANAGER_UPDATE privileges must also be enabled. Note: To allow users with "CIRCULATION_DESK_OPERATOR_LIMITED” role to access the user data, the USER_MANAGER_UPDATE privilege must also be enabled, as these users don't have basic user data privileges (except for things such as notes).
VIEW_LICENSE Enabled

Can see user list. This is in order for the user to be able to use "Assigned by" field in the license (need to be able to search users).

  • See Acquisition menu, and see the "Licenses" link in that menu
  • See licenses in search options in Alma, simple and advanced
  • From PO line, see link to license
  • From vendor, in order to see licensor, need to have view licenses (so we could add a vendor as a licensor).
VIEW_LOAN_DETAILS_PRIVILEGE Disabled When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
VIEW_OPERATOR_DETAILS Enabled Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
VIEW_OPERATOR_DETAILS_ACQ Enabled Enables viewing operator details in acquisitions pages
VIEW_OPERATOR_DETAILS_FULFILLMENT Disabled Enables viewing operator details in fulfillment pages
VIEW_OPERATOR_DETAILS_REPOSITORY Disabled Enables viewing operator details in repository pages
VIEW_OPERATOR_DETAILS_USER_MANAGEMENT Disabled Enables viewing operator details in user management pages

Privileges for LICENSE_VIEWER

Privilege Default State Privilege Description
DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information
ELECTRONIC_INVENTORY_VIEW Enabled
  • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
  • API - Retrieve list of collections / portfolios
  • API - Retrieve collection / portfolios by ID
PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name appears.
VIEW_LICENSE Enabled Can see user list. This is in order for the user to be able to use "Assigned by" field in the license (need to be able to search users).
  • See Acquisition menu, and see the "Licenses" link in that menu
  • See licenses in search options in Alma, simple and advanced
  • From PO line, see link to license
  • From vendor, in order to see licensor, need to have view licenses (so we could add a vendor as a licensor).
VIEW_LICENSE_DETAILS Disabled See license details (enter the license entity)
VIEW_OPERATOR_DETAILS Enabled Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)

Privileges for PATRON

Privilege Default State Privilege Description
DIGITAL_INVENTORY_VIEW   Affects the ability to view (not edit) digital inventory information
ELECTRONIC_INVENTORY_VIEW  
  • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
  • API - Retrieve list of collections / portfolios
  • API - Retrieve collection / portfolios by ID
MANAGE_EXPORTS   Controls the "manage exports"
PATRON_ANALYTICS   N/A
PHYSICAL_INVENTORY_VIEW   Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
PURCHASE_REQUEST_ON_BEHALF   Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name appears.
VIEW_LOAN_DETAILS_PRIVILEGE   When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.

Privileges for PHYSICAL_INVENTORY_OPERATOR

Privilege Default State Privilege Description
DELETE_BIB Enabled When cancelling a PO line, deternimes what to do if the bib is bibliographic records without inventory. The option to delete bibliographic records without inventory is dependent on this privilege. When withdrawing an item, determines whether the option “Delete bibliographic record (unless other holdings are present)” is displayed.
DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information
ELECTRONIC_INVENTORY_VIEW Enabled
  • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
  • API - Retrieve list of collections / portfolios
  • API - Retrieve collection / portfolios by ID
LOCALIZE_SELECTED_PORTFOLIOS Enabled CZ Portfolio list * Activate selected portfolios
MANAGE_EXPORTS Enabled Controls the "manage exports"
OVERRIDE_BLOCK_REQUEST Disabled Controls the "override on shelf requesting policy" button

(New for February 2026)

OVERRIDE_PATRON_HOLD_BLOCKS

Disabled Enables overriding blocks whenplacing a hold, booking, or digitization request
PHYSICAL_INVENTORY_MANAGE Enabled Enables creating and editing holdings by scope. In Physical PO line * It gives the possibility to "edit" the item and the holding. Users with this privilege added to the REQUESTS_OPERATOR role will be able to create requests from the List of Items page.
PHYSICAL_INVENTORY_OPERATOR_ANALYTICS Enabled N/A
PHYSICAL_INVENTORY_MANAGE Enabled Enables creating and editing holdings by scope. In Physical PO line * It gives the possibility to "edit" the item and the holding. Users with this privilege added to the REQUESTS_OPERATOR role will be able to create requests from the List of Items page.
PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
PICK_VIEW Enabled N/A
PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name appears.
P_INVENTORY_CREATION Enabled Resources menu * New item creation (quick catalog)
REQUESTS_CREATOR Enabled Controls the ability to place requests from repository search (doesn't affect ability to submit request from patron card).
RELINK_BIB Enabled Controls the ability to relink holdings and items. Enables relinking for any holding or item, even when not in the role's library scope.
SHELF_REPORT_OPERATOR Enabled Enables "Shelf report" menu (for triggering a job)
TASK_CHAIN_CHANGE_CATALOGING_LEVEL Enabled Runs different "Set Authority Records Cataloging Level" jobs
TASK_CHAIN_CHANGE_HOLDING_INFORMATION_UPDATE Enabled Runs "Change Holding Information" job
TASK_CHAIN_ITEM_EXPORT Enabled Runs "Export Physical Items" job
TASK_CHAIN_ITEM_INFORMATION_UPDATE Enabled Runs "Change physical items" job
TASK_CHAIN_ITEM_ITEM_DESCRIPTION Enabled Runs "Rebuild item description" job
TASK_CHAIN_ITEM_ITEM_MOVE Enabled Runs "Create physical item move requests" job
UPDATE_UXP_PREFERENCE Disabled Controls the UX rollout preference.
VIEW_LOAN_DETAILS_PRIVILEGE Disabled When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
VIEW_OPERATOR_DETAILS Enabled Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
VIEW_PO_LINE_FROM_INVENTORY Enabled Enables viewing the PO line from inventory.

Privileges for PHYSICAL_INVENTORY_OPERATOR_LIMITED

Privilege Default State Privilege Description
DELETE_BIB Enabled When cancelling a PO line, determines what to do if the bib is bibliographic records without inventory. The option to delete bibliographic records without inventory is dependent on this privilege. When withdrawing an item, determines whether the option “Delete bibliographic record (unless other holdings are present)” is displayed.
DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information
ELECTRONIC_INVENTORY_VIEW Enabled
  • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
  • API - Retrieve list of collections / portfolios
  • API - Retrieve collection / portfolios by ID
LOCALIZE_SELECTED_PORTFOLIOS Enabled CZ Portfolio list * Activates selected portfolios
MANAGE_EXPORTS Enabled Controls the "manage exports"
OVERRIDE_BLOCK_REQUEST Disabled Controls the "override on shelf requesting policy" button

(New for February 2026)

OVERRIDE_PATRON_HOLD_BLOCKS

Disabled Enables overriding blocks when placing a hold, booking, or digitization request
PHYSICAL_INVENTORY_MANAGE Enabled Enables creating and editing holdings by scope. In Physical PO line * It gives the possibility to "edit" the item and the holding. Users with this privilege added to the REQUESTS_OPERATOR role will be able to create requests from the List of Items page.
PHYSICAL_INVENTORY_OPERATOR_ANALYTICS Enabled N/A
PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
PICK_VIEW Enabled N/A
PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name appears.
P_INVENTORY_CREATION Enabled Resources menu * New item creation (quick catalog)
REQUESTS_CREATOR Enabled Controls the ability to place requests from repository search (doesn't affect ability to submit request from patron card).
RELINK_BIB Disabled Controls the ability to relink holdings and items. Enables relinking for any holding or item, even when not in the role's library scope.
SHELF_REPORT_OPERATOR Enabled Enables "Shelf report" menu (for triggering a job)
TASK_CHAIN_CHANGE_CATALOGING_LEVEL Enabled Runs different "Set Authority Records Cataloging Level" jobs
TASK_CHAIN_CHANGE_HOLDING_INFORMATION_UPDATE Enabled Runs "Change Holding Information" job
TASK_CHAIN_ITEM_EXPORT Enabled Runs "Export Physical Items" job
TASK_CHAIN_ITEM_INFORMATION_UPDATE Enabled Runs "Change physical items" job
TASK_CHAIN_ITEM_ITEM_DESCRIPTION Enabled Runs "Rebuild Physical item description" job
TASK_CHAIN_ITEM_ITEM_MOVE Enabled Runs "Create physical item move requests" job
UPDATE_UXP_PREFERENCE Disabled Controls the UX rollout preference.
VIEW_LOAN_DETAILS_PRIVILEGE Disabled When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
VIEW_OPERATOR_DETAILS Enabled Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
VIEW_PO_LINE_FROM_INVENTORY Enabled Enables viewing the PO line from inventory.

Privileges for PHYSICAL_INVENTORY_OPERATOR_EXTENDED

Privilege Default State Privilege Description
DELETE_BIB Enabled When cancelling a PO line, determines what to do if the bib is bibliographic records without inventory. The option to delete bibliographic records without inventory is dependent on this privilege. When withdrawing an item, determines whether the option “Delete bibliographic record (unless other holdings are present)” is displayed.
DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information
ELECTRONIC_INVENTORY_VIEW Enabled
  • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
  • API - Retrieve list of collections / portfolios
  • API - Retrieve collection / portfolios by ID
LOCALIZE_SELECTED_PORTFOLIOS Enabled CZ Portfolio list * Activates selected portfolios
MISSING_ITEMS_RECOMMENDATIONS Enabled Enables the usage/edit of the recommendation type "Missing Items"
PHYSICAL_INVENTORY_DELETE Enabled Manual withdraw item, Relink item to another bibliographic record, MD Editor * Delete holding
PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name appears.
TASK_CHAIN_ITEM_ITEM_WITHDRAW Enabled Runs "Withdraw items" job
UPDATE_UXP_PREFERENCE Disabled Controls the UX rollout preference.
VIEW_LOAN_DETAILS_PRIVILEGE Disabled When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
VIEW_OPERATOR_DETAILS Enabled Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)

Privileges for PRINTOUT_QUEUE_MANAGER

Privilege Default State Privilege Description
REPOSITORY_LABEL_MANAGEMENT Enabled Enables adding local labels to records in Titles search results.
VIEW_ALL_PRINTOUTS_IN_QUEUE Enabled Has access to the Admin > Printouts Queue menu link. Can view and print all letters from the queue.

Privileges for PRINTOUT_QUEUE_OPERATOR

Privilege Default State Privilege Description
PHYSICAL_SEARCH_LABEL_MANAGEMENT Enabled Enables libraries to choose different roles for managing labels in physical inventory searches.
VIEW_SELECTED_PRINTOUTS_IN_QUEUE Enabled Has access to the Admin > Printouts Queue menu link. Can view and print the operator's letters from in the queue. Any other letters exist in the queue will not be visible for that user.

Privileges for PURCHASING_MANAGER

Privilege Default State Privilege Description
ADD_REPRESENTATION Enabled Enables doing actions on representations via Rest API:
  • Get representations info (GET /{mms_id}/representations)
  • Get Representation info (GET /{mms_id}/representations/{rep_id})
  • Get representation files (GET /{mms_id}/representations/{rep_id}/files)
  • Get representation file (GET /{mms_id}/representations/{rep_id}/files/{file_id})
  • Update representation (PUT /{mms_id}/representations/{rep_id})
  • Update representation file (PUT /{mms_id}/representations/{rep_id}/files/{file_id})
  • Create representation (POST /{mms_id}/representations)
  • Adds file to representation (/{mms_id}/representations/{rep_id}/files)
ALLOW_USERS_SEARCH Enabled Controls the patron lookup by name or keywords: access to users list in Manage Patron Services, and auto* Complete search in same page (doesn't affect the persistent search for users or access to Admin > Manage Users). Disabling this privilege results in a text field where you can scan in an ID but not locate the user by typing in any partial information. This Enables libraries to allow work in the patron workbench only when the user's identifier is scanned in, without being able to use auto* Complete to search for a user by name (e.g. a library with celebrity patrons may not want limited operators to search for them unless they're being served at the desk).
APPROVE_ORDERS Enabled Able to approve "Waiting for approval" PO lines
BASIC_PO_PO_LINE_MNG Enabled Enables the user to edit the PO line
CKB_SEARCH Enabled Searches for electronic collection in CKB (electronic portfolios/collections).
DELETE_BIB Enabled When cancelling a PO line, determines what to do if the bib is bibliographic records without inventory. The option to delete bibliographic records without inventory is dependent on this privilege. When withdrawing an item, determines whether the option “Delete bibliographic record (unless other holdings are present)” is displayed.
DELETE_POLINE Enabled Deletes Po Line
DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information
E_RESOURCE_ACTIVATION Enabled Activates electronic resource, in electronic resource as we find it in the CZ, also in the E activation task list. If activated for the Electronic Inventory Operator, Electronic Inventory Operator Extended, Repository Manager, Purchasing Manager, or Purchasing Operator roles, it will grant access to the "My Electronic Resources by Provider" page (Resources > Manage Inventory > My Electronic Resources by Provider).
ELECTRONIC_INVENTORY_MANAGE Enabled
  • Overlap analysis
  • Define Available for groups
  • Trigger all data services and repository jobs
  • Observe E recent entities
  • Activation of Community zone E entities
  • Contribution of portfolios to Community zone
  • Link local E Collection or portfolio to CZ
  • Manage E collection, service and portfolio
  • Manage CDI collection
  • Community Zone "Send to Ex Libris" * Report on issue from CZ search results, Activate PO Line from po line list
  • API creation, deletion and update for E resources role
  • Recommendation
  • Top level collection menu
ELECTRONIC_INVENTORY_VIEW Enabled Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search). API - Retrieve list of collections / portfolios API - Retrieve collection / portfolios by ID
E_RESOURCE_ACTIVATION Enabled Activates electronic resource, in electronic resource as we find it in the CZ, also in the E activation task list. If activated for the Electronic Inventory Operator, Electronic Inventory Operator Extended, Repository Manager, Purchasing Manager, or Purchasing Operator roles, it will grant access to the "My Electronic Resources by Provider" page (Resources > Manage Inventory > My Electronic Resources by Provider).
FUND_LEDGER_VIEW_BY_AVAILABLE_FOR Disabled Enables users to view allocated/summary funds when they are owned by the institution and available for the user's library.
HANDLE_CZ_UPDATE_ISSUES Enabled In the resource management menu, this privilege show the link to Community Zone Updates Task List, depending on users who can see "Manage Inventory" (per the privilege "Electronic Inventory Manage".)
HIGH_REQUEST_LOAD_RECOMMENDATIONS​ Enabled Enables the usage/edit of the recommendation type "High request load"
LINK_LICENSE_TO_POLINE Enabled Links License to PO Line
LINK_LOCAL_E_COLLECTION_RECOMMENDATIONS Enabled Enables the usage/edit of the recommendation type "Linking local collections"
LINK_PORTFOLIOS_IN_COLLECTION_RECOMMENDATIONS​ Enabled Enables the usage/edit of the recommendation type "Linking portfolios to CZ"
LINK_STANDALONE_PORTFOLIOS_RECOMMENDATIONS Enabled Enables the usage/edit of the recommendation type "Linking standalone portfolios to CZ"
LOCALIZE_SELECTED_PORTFOLIOS Enabled CZ Portfolio list * Activates selected portfolios
MANAGE_EXPORTS Enabled Controls the "manage exports"
MANUAL_CREATION_OF_ELECTRONIC_PO Enabled When searching for an electronic resource, the link "order" will appear. Electronic collection and portfolio. Also related in the prerequisites page, for the owner field(but, in fact it is taken from "manual creation if PO Line).
MANUAL_CREATION_OF_PHYSICAL_PO Enabled N/A
MANUAL_CREATION_OF_POLINE Enabled Used by API - Checks if the user can create PO line. Also, relevant to the prerequisites page; it Enables choosing the owner, according to my scope (libraries/institutions). Same for purchase request * Ensure that the library is included in the scope of my role (does the user has privilege to create purchase request for this library).
MDEDITOR_ADMINISTRATOR Enabled When viewing a bib record of a PO line – this privilege will allow seeing the edit button.
METADATA_IMPORTING Enabled See the links "Import" and "Monitor and View Imports". Relates to integration profiles "New Order", "Update Inventor"y * Both of these profiles need this privilege.
METADATA_IMPORTING_ADMINISTRATOR Enabled See "Manage Import Profile" link, can edit the profile and create profiles.
OVERRIDE_BLOCK_REQUEST Disabled Controls the "override on shelf requesting policy" button

(New for February 2026)

OVERRIDE_PATRON_HOLD_BLOCKS

Disabled Enables overriding blocks when placing a hold, booking, or digitization request
PHYSICAL_INVENTORY_MANAGE Enabled Enables creating and editing holdings by scope. In Physical PO line * It gives the possibility to "edit" the item and the holding. Users with this privilege added to the REQUESTS_OPERATOR role will be able to create requests from the List of Items page.
PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
PHYSICAL_SEARCH_LABEL_MANAGEMENT Enabled Enables libraries to choose different roles for managing labels in physical inventory searches.
PICK_VIEW Enabled N/A
POLINE_ASSIGNMENT Enabled Enables "Release Assignment" or "Assign to others" in PO line task list (in "In Review")
POLINE_ASSIGNMENT_TRANSFER Enabled "Assign to" is depended on this role also
PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name appears.
PURCHASING_MANAGER_ANALYTICS Enabled N/A
PURCHASING_OPERATOR_ANALYTICS Enabled N/A
REPOSITORY_LABEL_MANAGEMENT Enabled Enables adding local labels to records in Titles search results.
REQUESTS_CREATOR Enabled Controls the ability to place requests from repository search (doesn't affect ability to submit request from patron card).
RESOLVE_IMPORT Enabled See "Resolve Imports Issues" in the Acq. menu
SEND_TO_TRIAL Enabled When creating an electronic order, it Enables the user to see the button "Save and request Evaluation"
TABLE_CONFIG_FULL Enabled Relates to the configuration table. All of the access to the configuration tables (which are not code or mapping tables) needs this privilege. Acquisitions do not use this privilege.
TASK_CHAIN_CHANGE_PO_LINE_LIMITED_ATTRIBUTES Enabled Visibility of the job (1. Admin menu > Run a job 2. Admin menu > Monitor jobs)Update PO line information advanced
TASK_CHAIN_LEGAL_DEPOSIT_ANNUAL_RECEIPT Enabled Visibility of the job (1. Admin menu > Run a job 2. Admin menu > Monitor jobs) Legal Deposit annual Receive
TASK_CHAIN_PO_LINE_CHANGE_PO_LINES_STATUS Enabled Visibility of the job (1. Admin menu > Run a job 2. Admin menu > Monitor jobs) Change PO line status
TASK_CHAIN_PO_LINE_PO_LINE_WORKFLOW_UPDATE Enabled Visibility of the job (1. Admin menu > Run a job 2. Admin menu > Monitor jobs) Update PO lines workflow
TASK_CHAIN_PO_LINE_UPDATE_PO_LINES_INFORMATION Enabled Visibility of the job (1. Admin menu > Run a job 2. Admin menu > Monitor jobs) Update PO lines information
TASK_CHAIN_PO_LINE_UPDATE_PO_LINES_TRANSACTIONS Enabled Visibility of the job (1. Admin menu > Run a job 2. Admin menu > Monitor jobs) Update PO lines transactions
UNAVAIL_PORTFOLIOS_RECOMMENDATIONS Disabled Enables the usage/edit of the recommendation type "Unavailable portfolios"
UPDATE_REPRESENTATIONS_FROM_PO_LINE Enabled Controls the ability to update representations from the PO line.
UPDATE_UXP_PREFERENCE Disabled Controls the UX rollout preference.
USER_LIST_VIEW Enabled Controls access to Users search in the persistent search box and Admin > Manage users. Also affects ability to use users list in Manage Patron Services (the link to the list will appear but it will be an all titles search and not a users search). Doesn't affect auto* Complete in Manage Patron Services. Note: To grant users with "CIRCULATION_DESK_OPERATOR” role" access to Admin> Manage Users, the CIRC_DESK_OPERATOR_PRIVILEGE or USER_MANAGER_UPDATE privileges must also be enabled. Note: To allow users with "CIRCULATION_DESK_OPERATOR_LIMITED” role to access the user data, the USER_MANAGER_UPDATE privilege must also be enabled, as these users don't have basic user data privileges (except for things such as notes).
VIEW_ALL_VENDORS_DATA Enabled See vendors with all of their tabs, Links to vendor from PO line, links to vendor in Acquisitions menu, see vendors in search options.
VIEW_FUNDS Enabled View funds (not of type ledger).
VIEW_INVOICES Enabled Enables visibility of:
  • "View" action, in list of invoice lines and in the list of invoices themselves.
  • Invoice assertion tab in invoice
  • View on attachments, notes and all of the tabs in an invoice.
VIEW_LEDGER Enabled Views ledger (not necessarily the fund)
VIEW_LICENSE Enabled Can see user list. This is in order for the user to be able to use "Assigned by" field in the license (need to be able to search users).
  • See Acquisition menu, and see the "Licenses" link in that menu
  • See licenses in search options in Alma, simple and advanced
  • From PO line, see link to license
  • From vendor, in order to see licensor, need to have view licenses (so we could add a vendor as a licensor).
VIEW_LOAN_DETAILS_PRIVILEGE Disabled When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
VIEW_OPERATOR_DETAILS Enabled Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
VIEW_OPERATOR_DETAILS_ACQ Enabled Enables viewing operator details in acquisitions pages
VIEW_OPERATOR_DETAILS_FULFILLMENT Disabled Enables viewing operator details in fulfillment pages
VIEW_OPERATOR_DETAILS_REPOSITORY Disabled Enables viewing operator details in repository pages
VIEW_OPERATOR_DETAILS_USER_MANAGEMENT Disabled Enables viewing operator details in user management pages
VIEW_PO_POLINE Enabled Views PO and view PO line. For example, invoice manager will need to link invoice line to PO line, this role issued by them in order to select the PO line (and similar cases etc.)
VIEW_TRIAL Enabled Views Trial (In Manage Trial).

Privileges for PURCHASING_OPERATOR

Privilege Default State Privilege Description
ADD_REPRESENTATION Enabled Enables doing actions on representations via Rest API:
  • Get representations info (GET /{mms_id}/representations)
  • Get Representation info (GET /{mms_id}/representations/{rep_id})
  • Get representation files (GET /{mms_id}/representations/{rep_id}/files)
  • Get representation file (GET /{mms_id}/representations/{rep_id}/files/{file_id})
  • Update representation (PUT /{mms_id}/representations/{rep_id})
  • Update representation file (PUT /{mms_id}/representations/{rep_id}/files/{file_id})
  • Create representation (POST /{mms_id}/representations)
  • Adds file to representation (/{mms_id}/representations/{rep_id}/files)
ALLOW_USERS_SEARCH Enabled Controls the patron lookup by name or keywords: access to users list in Manage Patron Services, and auto* Complete search in same page (doesn't affect the persistent search for users or access to Admin > Manage Users). Disabling this privilege results in a text field where you can scan in an ID but not locate the user by typing in any partial information. This Enables libraries to allow work in the patron workbench only when the user's identifier is scanned in, without being able to use auto* Complete to search for a user by name (e.g. a library with celebrity patrons may not want limited operators to search for them unless they're being served at the desk).
BASIC_PO_PO_LINE_MNG Enabled Enables the user to edit the PO line
CART_MANAGEMENT Enabled Rialto: Can manage shopping cart configuration, overall cart approval and assignments
CHECKOUT Enabled Rialto: Can check out a shopping cart
CKB_SEARCH Enabled Searches for electronic collection in CKB (electronic portfolios/collections).
DDA_ADDITION Enabled Rialto: Can add offers to DDA
DELETE_BIB Enabled When cancelling a PO line, determines what to do if the bib is bibliographic records without inventory. The option to delete bibliographic records without inventory is dependent on this privilege. When withdrawing an item, determines whether the option “Delete bibliographic record (unless other holdings are present)” is displayed.
DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information
E_RESOURCE_ACTIVATION Enabled Activates electronic resource, in electronic resource as we find it in the CZ, also in the E activation task list. If activated for the Electronic Inventory Operator, Electronic Inventory Operator Extended, Repository Manager, Purchasing Manager, or Purchasing Operator roles, it will grant access to the "My Electronic Resources by Provider" page (Resources > Manage Inventory > My Electronic Resources by Provider).
ELECTRONIC_INVENTORY_MANAGE Enabled
  • Overlap analysis
  • Define Available for groups
  • Trigger all data services and repository jobs
  • Observe E recent entities
  • Activation of Community zone E entities
  • Contribution of portfolios to Community zone
  • Link local E Collection or portfolio to CZ
  • Manage E collection, service and portfolio
  • Manage CDI collection
  • Community Zone "Send to Ex Libris" * Report on issue from CZ search results, Activate PO Line from po line list
  • API creation, deletion and update for E resources role
  • Recommendation
  • Top level collection menu
ELECTRONIC_INVENTORY_VIEW Enabled Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search). API - Retrieve list of collections / portfolios API - Retrieve collection / portfolios by ID
FUND_LEDGER_VIEW_BY_AVAILABLE_FOR Disabled Enables users to view allocated/summary funds when they are owned by the institution and available for the user's library.
HANDLE_CZ_UPDATE_ISSUES Enabled In the resource management menu, this privilege show the link to Community Zone Updates Task List, depending on users who can see "Manage Inventory" (per the privilege "Electronic Inventory Manage".)
HIGH_REQUEST_LOAD_RECOMMENDATIONS​ Enabled Enables the usage/edit of the recommendation type "High request load"
LINK_LICENSE_TO_POLINE Enabled Link License to PO Line
LINK_LOCAL_E_COLLECTION_RECOMMENDATIONS​ Enabled N/A
LINK_PORTFOLIOS_IN_COLLECTION_RECOMMENDATIONS​ Enabled Enables the usage/edit of the recommendation type "Linking portfolios to CZ​"
LINK_STANDALONE_PORTFOLIOS_RECOMMENDATIONS Enabled Enables the usage/edit of the recommendation type "Linking standalone portfolios to CZ"
LOCALIZE_SELECTED_PORTFOLIOS Enabled CZ Portfolio list * Activate selected portfolios
MANAGE_EXPORTS Enabled Controls the "manage exports"
MANAGE_REC_FEEDS Enabled Rialto: Can view and edit recommendation feeds
MANUAL_CREATION_OF_ELECTRONIC_PO Enabled When searching for an electronic resource, the link "order" will appear. Electronic collection and portfolio. Also related in the prerequisites page, for the owner field(but, in fact it is taken from "manual creation if PO Line).
MANUAL_CREATION_OF_POLINE Enabled Used by API - Checks if the user can create PO line. Also, relevant to the prerequisites page; it Enables choosing the owner, according to my scope (libraries/institutions). Same for purchase request * Ensure that the library is included in the scope of my role (does the user has privilege to create purchase request for this library).
MDEDITOR_ADMINISTRATOR Enabled When viewing a bib record of a PO line – this privilege will allow to see the edit button.
METADATA_IMPORTING Enabled See the links "Import" and "Monitor and View Imports". Relates to integration profiles "New Order", "Update Inventor"y * Both of these profiles need this privilege.
METADATA_IMPORTING_ADMINISTRATOR Enabled See "Manage Import Profile" link, can edit the profile and create profiles.
OVERRIDE_BLOCK_REQUEST Disabled Controls the "override on shelf requesting policy" button

(New for February 2026)

OVERRIDE_PATRON_HOLD_BLOCKS

Disabled Enables overriding blocks when placing a hold, booking, or digitization request
PHYSICAL_INVENTORY_MANAGE Enabled Enables creating and editing holdings by scope. In Physical PO line * It gives the possibility to "edit" the item and the holding. Users with this privilege added to the REQUESTS_OPERATOR role will be able to create requests from the List of Items page.
PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
PICK_VIEW Enabled N/A
POLINE_ASSIGNMENT_TRANSFER Disabled "Assign to" is depended on this role also
PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name appears.
PURCHASING_OPERATOR_ANALYTICS Enabled N/A
REQUESTS_CREATOR Enabled Controls the ability to place requests from repository search (doesn't affect ability to submit request from patron card).
RESOLVE_IMPORT Enabled See "Resolve Imports Issues" in the Acq. menu
REVIEW_EBA Enabled Rialto: Can review EBA
REVIEW_SELECTION_PLAN Enabled Rialto: Can review the snapshot of the Selection Plan
SEND_TO_TRIAL Enabled When creating an electronic order, it Enables the user to see the button "Save and request Evaluation"
SUBMIT_FOR_APPROVAL Disabled Rialto: Can send a shopping cart to approval
TASK_CHAIN_CHANGE_PO_LINE_LIMITED_ATTRIBUTES Enabled Visibility of the job (1. Admin menu > Run a job 2. Admin menu > Monitor jobs) Update PO line information advanced
TASK_CHAIN_LEGAL_DEPOSIT_ANNUAL_RECEIPT Enabled Visibility of the job (1. Admin menu > Run a job 2. Admin menu > Monitor jobs) Legal Deposit annual Receive
TASK_CHAIN_PO_LINE_CHANGE_PO_LINES_STATUS Enabled Visibility of the job (1. Admin menu > Run a job 2. Admin menu > Monitor jobs) Change PO line status
TASK_CHAIN_PO_LINE_PO_LINE_WORKFLOW_UPDATE Enabled Visibility of the job (1. Admin menu > Run a job 2. Admin menu > Monitor jobs) Update PO lines workflow
TASK_CHAIN_PO_LINE_UPDATE_PO_LINES_INFORMATION Enabled Visibility of the job (1. Admin menu > Run a job 2. Admin menu > Monitor jobs) Update PO lines information
TASK_CHAIN_PO_LINE_UPDATE_PO_LINES_TRANSACTIONS Enabled Visibility of the job (1. Admin menu > Run a job 2. Admin menu > Monitor jobs) Update PO lines transactions
UNAVAIL_PORTFOLIOS_RECOMMENDATIONS Enabled Enables the usage/edit of the recommendation type "Unavailable portfolios"
USER_LIST_VIEW Enabled Controls access to Users search in the persistent search box and Admin > Manage users. Also affects ability to use users list in Manage Patron Services (the link to the list will appear but it will be an all titles search and not a users search). Doesn't affect auto* Complete in Manage Patron Services. Note: To grant users with "CIRCULATION_DESK_OPERATOR” role" access to Admin> Manage Users, the CIRC_DESK_OPERATOR_PRIVILEGE or USER_MANAGER_UPDATE privileges must also be enabled. Note: To allow users with "CIRCULATION_DESK_OPERATOR_LIMITED” role to access the user data, the USER_MANAGER_UPDATE privilege must also be enabled, as these users don't have basic user data privileges (except for things such as notes).
UPDATE_RECOMMENDATIONS_FROM_PO_LINE Enabled N/A
UPDATE_UXP_PREFERENCE Disabled Controls the UX rollout preference.
VIEW_LIST_VIEW Enabled N/A
VIEW_ALL_VENDORS_DATA Enabled See vendors with all of their tabs, Links to vendor from PO line, links to vendor in Acquisitions menu, see vendors in search options.
VIEW_FUNDS Enabled View funds (not of type ledger).
VIEW_INVOICES Enabled Enables visibility of:
  • "View" action, in list of invoice lines and in the list of invoices themselves.
  • Invoice assertion tab in invoice
  • View on attachments, notes and all of the tabs in an invoice.
VIEW_LEDGER Enabled Views ledger (not necessarily the fund)
VIEW_LICENSE Enabled Can see user list. This is in order for the user to be able to use "Assigned by" field in the license (need to be able to search users). * See Acquisition menu, and see the "Licenses" link in that menu * See licenses in search options in Alma, simple and advanced * From PO line, see link to license * From vendor, in order to see licensor, need to have view licenses (so we could add a vendor as a licensor).
VIEW_LOAN_DETAILS_PRIVILEGE Disabled When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
VIEW_OPERATOR_DETAILS Enabled Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
VIEW_PO_POLINE Enabled Views PO and view PO line. For example, invoice manager will need to link invoice line to PO line, this role issued by them in order to select the PO line (and similar cases etc.)
VIEW_TRIAL Enabled Views Trial (In Manage Trial).

Privileges for PURCHASE_OPERATOR_EXTENDED

Privilege Default State Privilege Description
DELETE_POLINE Enabled Deletes Po Line
DELETE_POLINE_ANALYTICS Enabled N/A
DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information
ELECTRONIC_INVENTORY_VIEW Enabled
  • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
  • API - Retrieve list of collections / portfolios
  • API - Retrieve collection / portfolios by ID
FUND_LEDGER_VIEW_BY_AVAILABLE_FOR Disabled Enables users to view allocated/summary funds when they are owned by the institution and available for the user's library.
MANAGE_EXPORTS Enabled Controls the "manage exports"
PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name appears.
PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name appears.
VIEW_LOAN_DETAILS_PRIVILEGE Disabled When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
VIEW_OPERATOR_DETAILS Enabled Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)

Privileges for PURCHASE_REQUEST_MANAGER

Privilege Default State Privilege Description
ALLOW_USERS_SEARCH Enabled Controls the patron lookup by name or keywords: access to users list in Manage Patron Services, and auto* Complete search in same page (doesn't affect the persistent search for users or access to Admin > Manage Users). Disabling this privilege results in a text field where you can scan in an ID but not locate the user by typing in any partial information. This Enables libraries to allow work in the patron workbench only when the user's identifier is scanned in, without being able to use auto* Complete to search for a user by name (e.g. a library with celebrity patrons may not want limited operators to search for them unless they're being served at the desk).
ASSIGN_PURCHASE_REQUEST Enabled Assignment to myself or others (will see Assign to Others)
DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information
ELECTRONIC_INVENTORY_VIEW Enabled
  • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
  • API - Retrieve list of collections / portfolios
  • API - Retrieve collection / portfolios by ID
FUND_LEDGER_VIEW_BY_AVAILABLE_FOR Disabled Enables users to view allocated/summary funds when they are owned by the institution and available for the user's library.
HIGH_REQUEST_LOAD_RECOMMENDATIONS​ Enabled Enables the usage/edit of the recommendation type "High request load"
LOCALIZE_SELECTED_PORTFOLIOS Enabled CZ Portfolio list * Activate selected portfolios
MANAGE_PURCHASE_REQUEST Enabled Enables viewing manage purchase request link
PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
PHYSICAL_SEARCH_LABEL_MANAGEMENT Enabled Enables libraries to choose different roles for managing labels in physical inventory searches.
PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name appears.
REPOSITORY_LABEL_MANAGEMENT Enabled Enables adding local labels to records in Titles search results.
SELECTOR_ANALYTICS Enabled N/A

SUBMIT_RS_REQUEST

Disabled Enables converting a purchase request to a resource sharing request.
VIEW_ALL_VENDORS_DATA Disabled See vendors with all of their tabs, Links to vendor from PO line, links to vendor in Acquisitions menu, see vendors in search options.
VIEW_FUNDS Enabled View funds (not of type ledger).
VIEW_LEDGER Enabled Views ledger (not necessarily the fund)
VIEW_LICENSE Enabled Can see user list. This is in order for the user to be able to use "Assigned by" field in the license (need to be able to search users).
  • See Acquisition menu, and see the "Licenses" link in that menu
  • See licenses in search options in Alma, simple and advanced
  • From PO line, see link to license
  • From vendor, in order to see licensor, need to have view licenses (so we could add a vendor as a licensor).
VIEW_LOAN_DETAILS_PRIVILEGE Disabled When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
VIEW_OPERATOR_DETAILS Enabled Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
VIEW_OPERATOR_DETAILS_ACQ Enabled Enables viewing operator details in acquisitions pages
VIEW_OPERATOR_DETAILS_FULFILLMENT Disabled Enables viewing operator details in fulfillment pages
VIEW_OPERATOR_DETAILS_REPOSITORY Disabled Enables viewing operator details in repository pages
VIEW_OPERATOR_DETAILS_USER_MANAGEMENT Disabled Enables viewing operator details in user management pages
VIEW_PO_POLINE Enabled Views PO and view PO line. For example, invoice manager will need to link invoice line to PO line, this role issued by them in order to select the PO line (and similar cases etc.)

Privileges for PURCHASE_REQUEST_OPERATOR

Privilege Default State Privilege Description
ALLOW_USERS_SEARCH Enabled Controls the patron lookup by name or keywords: access to users list in Manage Patron Services, and auto* Complete search in same page (doesn't affect the persistent search for users or access to Admin > Manage Users). Disabling this privilege results in a text field where you can scan in an ID but not locate the user by typing in any partial information. This Enables libraries to allow work in the patron workbench only when the user's identifier is scanned in, without being able to use auto* Complete to search for a user by name (e.g. a library with celebrity patrons may not want limited operators to search for them unless they're being served at the desk).
DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information
ELECTRONIC_INVENTORY_VIEW Enabled Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search). API - Retrieve list of collections / portfolios API - Retrieve collection / portfolios by ID
FUND_LEDGER_VIEW_BY_AVAILABLE_FOR Disabled Enables users to view allocated/summary funds when they are owned by the institution and available for the user's library.
HIGH_REQUEST_LOAD_RECOMMENDATIONS​ Enabled Enables the usage/edit of the recommendation type "High request load"
LOCALIZE_SELECTED_PORTFOLIOS Enabled CZ Portfolio list * Activate selected portfolios
MANAGE_PURCHASE_REQUEST Enabled Enables viewing manage purchase request link
PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name appears.
REASSIGN_PURCHASE_REQUEST Disabled "Assign to" for purchase requests
SELECTOR_ANALYTICS Enabled N/A
SUBMIT_RS_REQUEST Disabled Enables converting a purchase request to a resource sharing request.
UPDATE_UXP_PREFERENCE Disabled Controls the UX rollout preference.
USER_LIST_VIEW Enabled Controls access to Users search in the persistent search box and Admin > Manage users. Also affects ability to use users list in Manage Patron Services (the link to the list will appear but it will be an all titles search and not a users search). Doesn't affect auto* Complete in Manage Patron Services. Note: To grant users with "CIRCULATION_DESK_OPERATOR” role" access to Admin> Manage Users, the CIRC_DESK_OPERATOR_PRIVILEGE or USER_MANAGER_UPDATE privileges must also be enabled. Note: To allow users with "CIRCULATION_DESK_OPERATOR_LIMITED” role to access the user data, the USER_MANAGER_UPDATE privilege must also be enabled, as these users don't have basic user data privileges (except for things such as notes).
VIEW_ALL_VENDORS_DATA Enabled See vendors with all of their tabs, Links to vendor from PO line, links to vendor in Acquisitions menu, see vendors in search options.
VIEW_FUNDS Enabled View funds (not of type ledger).
VIEW_LEDGER Enabled Views ledger (not necessarily the fund)
VIEW_LICENSE Enabled Can see user list. This is in order for the user to be able to use "Assigned by" field in the license (need to be able to search users).
  • See Acquisition menu, and see the "Licenses" link in that menu
  • See licenses in search options in Alma, simple and advanced
  • From PO line, see link to license
  • From vendor, in order to see licensor, need to have view licenses (so we could add a vendor as a licensor).
VIEW_LOAN_DETAILS_PRIVILEGE Disabled When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
VIEW_OPERATOR_DETAILS Enabled Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
VIEW_PO_POLINE Enabled Views PO and view PO line. For example, invoice manager will need to link invoice line to PO line, this role issued by them in order to select the PO line (and similar cases etc.)

Privileges for PURCHASE_REQUEST_OPERATOR_EXTENDED

Privilege Default State Privilege Description
DELETE_PURCHASE_REQUEST Enabled Deletes Purchase Request
DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information
ELECTRONIC_INVENTORY_VIEW Enabled
  • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
  • API - Retrieve list of collections / portfolios
  • API - Retrieve collection / portfolios by ID
PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name appears.
SUBMIT_RS_REQUEST Disabled Enables converting a purchase request to a resource sharing request.
UPDATE_UXP_PREFERENCE Disabled Controls the UX rollout preference.
VIEW_OPERATOR_DETAILS Enabled Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)

Privileges for RECOMMENDATION_MANAGER

Privilege Default State Privilege Description
PHYSICAL_SEARCH_LABEL_MANAGEMENT Enabled Enables libraries to choose different roles for managing labels in physical inventory searches.
REPOSITORY_LABEL_MANAGEMENT Enabled Enables adding local labels to records in Titles search results.
VIEW_ALL_RECOMMENDATIONS Enabled N/A

Privileges for RECEIVING_OPERATOR

Privilege Default State Privilege Description
CHANGE_ITEM_INFO_PRIVILEGE Enabled Controls the Change Item Information tab in scan in items
DELETE_BIB Enabled
  • When cancelling a PO line, determines what to do if the bib is bibliographic records without inventory. The option to delete bibliographic records without inventory is dependent on this privilege.
  • When withdrawing an item, determines whether the option “Delete bibliographic record (unless other holdings are present)” is displayed.
DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information
EDIT_PO_POLINE Enabled Edits PO or PO Line
ELECTRONIC_INVENTORY_VIEW Enabled Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search). API - Retrieve list of collections / portfolios API - Retrieve collection / portfolios by ID
LOCALIZE_SELECTED_PORTFOLIOS Enabled CZ Portfolio list * Activates selected portfolios
MANAGE_EXPORTS Enabled Controls the "manage exports"
ONE_TIME_RECEIVING Enabled Enables viewing the "Receive" link in Acq. menu (and in fact all of the "Receiving and Invoicing" section).
PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name appears.
RECEIVING_OPERATOR_ANALYTICS Enabled N/A
TABLE_CONFIG_FULL Enabled Relates to the configuration table. All of the access to the configuration tables (which are not code or mapping tables) needs this privilege. Acquisitions do not use this privilege.
TASK_CHAIN_ITEM_EXPORT Enabled Runs "Export Physical Items" job
UPDATE_UXP_PREFERENCE Disabled Controls the UX rollout preference.
VIEW_LOAN_DETAILS_PRIVILEGE Disabled When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
VIEW_PO_POLINE Enabled Views PO and view PO line. For example, invoice manager will need to link invoice line to PO line, this role issued by them in order to select the PO line (and similar cases etc.)
WORK_ORDER_PRIVILEGE Enabled Enables send items to receiving department

Privileges for RECEIVING_OPERATOR_LIMITED

Privilege Default State Privilege Description
DELETE_BIB Enabled
  • When cancelling a PO line, determines what to do if the bib is bibliographic records without inventory. The option to delete bibliographic records without inventory is dependent on this privilege.
  • When withdrawing an item, determines whether the option “Delete bibliographic record (unless other holdings are present)” is displayed.
DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information
ELECTRONIC_INVENTORY_VIEW Enabled
  • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
  • API - Retrieve list of collections / portfolios
  • API - Retrieve collection / portfolios by ID
LOCALIZE_SELECTED_PORTFOLIOS Enabled CZ Portfolio list * Activates selected portfolios
MANAGE_EXPORTS Enabled Controls the "manage exports"
ONE_TIME_RECEIVING Enabled Enables viewing the "Receive" link in Acq. menu (and in fact all of the "Receiving and Invoicing" section).
PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
RECEIVING_OPERATOR_ANALYTICS Enabled N/A
TABLE_CONFIG_FULL Enabled Relates to the configuration table. All of the access to the configuration tables (which are not code or mapping tables) needs this privilege. Acquisitions do not use this privilege.
UPDATE_UXP_PREFERENCE Disabled Controls the UX rollout preference.
VIEW_LOAN_DETAILS_PRIVILEGE Disabled When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
VIEW_OPERATOR_DETAILS Enabled Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
VIEW_PO_POLINE Enabled Views PO and view PO line. For example, invoice manager will need to link invoice line to PO line, this role issued by them in order to select the PO line (and similar cases etc.)
WORK_ORDER_PRIVILEGE Enabled Enables send items to receiving department

Privileges for REPOSITORY_ADMINISTRATOR

Privilege Default State Privilege Description
BARCODE_MNG Enabled Enables barcode generation configuration
COLLECTION_DEVELOPMENT_CONFIGURATIONS Enabled

Enables configuring Collection Development workflows.

CONTRIBUTOR Enabled MD Editor * Contributes templates / rules Esploro operations
DELETE_BIB Enabled
  • When cancelling a PO line, determines what to do if the bib is bibliographic records without inventory. The option to delete bibliographic records without inventory is dependent on this privilege.
  • When withdrawing an item, determines whether the option “Delete bibliographic record (unless other holdings are present)” is displayed.
DESCRIPTION_TEMPLATE_RECOMMENDATIONS Enabled Enables the usage/edit of the recommendation type "Description Templates"
DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information
ELECTRONIC_INVENTORY_VIEW Enabled
  • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
  • API - Retrieve list of collections / portfolios
  • API - Retrieve collection / portfolios by ID
LOCALIZE_SELECTED_PORTFOLIOS Enabled CZ Portfolio list * Activate selected portfolios
MANAGE_EXPORTS Enabled Controls the "manage exports"
PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
PHYSICAL_SEARCH_LABEL_MANAGEMENT Enabled Enables libraries to choose different roles for managing labels in physical inventory searches.
PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name appears.
REPOSIT_ADMIN Enabled
  • MD Editor: view collections, Open MD Editor, External search, Browse bib headings, Browse shelf listing
  • Contribute E collection
  • Observe network harvesting list
  • MD Import management
  • Duplicate titles analysis
  • Publishing profiles and information
REPOSITORY_ADMINISTRATOR_ANALYTICS Enabled N/A
REPOSITORY_LABEL_MANAGEMENT Enabled Enables adding local labels to records in Titles search results.
TABLE_CONFIG_FULL Enabled Relates to the configuration table. All of the access to the configuration tables (which are not code or mapping tables) needs this privilege. Acquisitions do not use this privilege.
TASK_CHAIN_CHANGE_ALL_HDEMETADATA_THUMBNAIL Enabled N/A
TASK_CHAIN_CHANGE_CATALOGING_LEVEL Enabled Runs different "Set Authority Records Cataloging Level" jobs
TASK_CHAIN_CHANGE_HOLDING_INFORMATION_UPDATE Enabled Runs "Change Holding Information" job
TASK_CHAIN_DIGITAL_GOOGLE_SCHOLAR_PUBLISHING_PUBLISHING Enabled Enables showing 'Publish digital records to Google Scholar' built* In publishing profile in 'Publishing Profile' UI
This job publishes digital records to Google Scholar
TASK_CHAIN_DOWNLOAD_FILES_EXPORT Enabled N/A
TASK_CHAIN_EXPORT_HANDLES Enabled Enables executing job: Export Handles
This job handles adding, Replacing or Creating new handles with URLs
TASK_CHAIN_FULLTEXT_JOBS Enabled Allow executing job: Extract fulltext
This job extracts full text from images
TASK_CHAIN_GENERATE_REPRESENTATION_FROM_EXISTING_BIB_MIGRATION Disabled Enables executing job: Generate Representation from Existing Bib
This job generates representations from bibliographic records
TASK_CHAIN_GLOBAL_REPRESENTATION_CHANGES_INFORMATION_UPDATE Enabled Enables executing job: Global Representation Changes
This job executes global representation changes for bib set
TASK_CHAIN_IED_EXPORT Enabled Allow executing job: Export Digital Titles This job export Digital Records
TASK_CHAIN_IED_THUMBNAIL Enabled Enables running the thumbnail generation job (Generate thumbnail for each digital file in the set)
TASK_CHAIN_ITEM_EXPORT Enabled Runs "Export Physical Items" job
TASK_CHAIN_ITEM_INFORMATION_UPDATE Enabled Runs "Change physical items" job
TASK_CHAIN_ITEM_ITEM_DESCRIPTION Enabled Runs "Rebuild Physical item description" job
TASK_CHAIN_ITEM_ITEM_MOVE Enabled Runs "Create physical item move requests" job
TASK_CHAIN_ITEM_ITEM_WITHDRAW Enabled Runs "Withdraw items" job
TASK_CHAIN_PORTFOLIO_INFORMATION_UPDATE Enabled Runs "Change electronic portfolio information" job
TASK_CHAIN_PORTFOLIO_ITEM_WITHDRAW Enabled Runs "Delete portfolios" job
TASK_CHAIN_REMOTE_REPRESENTATION_MIGRATION_MIGRATION Enabled Enables executing job: Remote Representation Migration
This job migrates representations from a remote repository to Alma
TASK_CHAIN_REP_MIGRATION Enabled Enables executing job: Media Conversion
This job converts audio/video files to streaming (HLS) or MPEG* 4 format
TASK_CHAIN_REPRESENTATION_ITEM_WITHDRAW Enabled Enables executing job: Withdraw digital representations
This job Withdraw digital representations task.
TASK_CHAIN_THUMBNAIL_GENERATION_THUMBNAIL Enabled Allow executing job: Thumbnail generation
This job generates thumbnail for each digital file in the set
UPDATE_UXP_PREFERENCE Disabled Controls the UX rollout preference.
VIEW_ACCESS_RIGHTS Enabled Enables access to Access Right policies
VIEW_LOAN_DETAILS_PRIVILEGE Disabled When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
VIEW_OPERATOR_DETAILS Enabled Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
VIEW_OPERATOR_DETAILS_ACQ Disabled Enables viewing operator details in acquisitions pages
VIEW_OPERATOR_DETAILS_FULFILLMENT Disabled Enables viewing operator details in fulfillment pages
VIEW_OPERATOR_DETAILS_REPOSITORY Disabled Enables viewing operator details in repository pages
VIEW_OPERATOR_DETAILS_USER_MANAGEMENT Disabled Enables viewing operator details in user management pages

Privileges for REPOSITORY_MANAGER

Privilege Default State Privilege Description
ADD_EDIT_DELETE_NOTES_PRIVILEGE Enabled Enables adding a block/note/attachment in a specific library's scope
ADD_REPRESENTATION Enabled Enables doing actions on representations via Rest API:
  • Get representations info (GET /{mms_id}/representations)
  • Get Representation info (GET /{mms_id}/representations/{rep_id})
  • Get representation files (GET /{mms_id}/representations/{rep_id}/files)
  • Get representation file (GET /{mms_id}/representations/{rep_id}/files/{file_id})
  • Update representation (PUT /{mms_id}/representations/{rep_id})
  • Update representation file (PUT /{mms_id}/representations/{rep_id}/files/{file_id})
  • Create representation (POST /{mms_id}/representations)
  • Adds file to representation (/{mms_id}/representations/{rep_id}/files)
CKB_IE_VIEW Enabled N/A
CLAIMED_RETURNED_PRIVILEGE Enabled Enables "claim returned" in manage patron services
CODE_TABLE_DELETE_ROW Enabled Controls ability to delete rows in code tables
CREATE_REMOVE_BLOCKS_PRIVILEGE Enabled Enables creating and removing user blocks
DATA_MNG_CONFIGURATION Enabled N/A
DATA_MNG_CONFIGURE Enabled Enables execution of metadata import profile
DATA_MNG_REPORTS Enabled N/A
DELETE_BIB Enabled
  • When cancelling a PO line, determines what to do if the bib is bibliographic records without inventory. The option to delete bibliographic records without inventory is dependent on this privilege.
  • When withdrawing an item, determines whether the option “Delete bibliographic record (unless other holdings are present)” is displayed.
DELETE_IE Enabled Rosetta Related
DIGITAL_INVENTORY_MANAGE Enabled
  • Enables show/managing recommendation actions.
  • Enables accessing and managing Digital resource Editor from Staff Search > Digital drawer
  • Enables viewing digital recent entities (rep and file)
  • Enables editing digital deposit representation, notes and its title
  • Enables adding titles to collection from Staff search > Action (will show 'Add to Collection' action)
  • Enables editing in digital resource editor (representation and file level), or creating a new rep/file
  • Enables accessing and editing digital resource editor from staff search
DIGITAL_INVENTORY_OPERATOR_ANALYTICS Enabled N/A
DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information
ELECTRONIC_INVENTORY_MANAGE Enabled
  • Overlap analysis
  • Define Available for groups
  • Trigger all data services and repository jobs
  • Observe E recent entities
  • Activation of Community zone E entities
  • Contribution of portfolios to Community zone
  • Link local E Collection or portfolio to CZ
  • Manage E collection, service and portfolio
  • Manage CDI collection
  • Community Zone "Send to Ex Libris" * Report on issue from CZ search results, Activate PO Line from PO line list
  • API creation, deletion and update for E resources role
  • Recommendation
  • Top level collection menu
ELECTRONIC_INVENTORY_OPERATOR_ANALYTICS Enabled N/A
ELECTRONIC_INVENTORY_VIEW Enabled
  • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
  • API - Retrieve list of collections / portfolios
  • API - Retrieve collection / portfolios by ID
E_RESOURCE_ACTIVATION Enabled Activates electronic resource, in electronic resource as we find it in the CZ, also in the E activation task list. If activated for the Electronic Inventory Operator, Electronic Inventory Operator Extended, Repository Manager, Purchasing Manager, or Purchasing Operator roles, it will grant access to the "My Electronic Resources by Provider" page (Resources > Manage Inventory > My Electronic Resources by Provider).
E_TASK_ASSIGNMENT Enabled Enables the user to release assignment in Resources -> Manage Electronic Resources Activation
E_TASK_ASSIGNMENT_TRANSFER Enabled Enables the user to assign the task to another user in Resources -> Manage Electronic Resources Activation
E_TASK_EDIT Enabled Enables the user to edit the activation task (without this privilege the user will not be able to receive assignments) in Resources -> Manage Electronic Resources Activation
E_TASK_VIEW Enabled Enables the user to view tasks in the activation task list in Resources -> Manage Electronic Resources Activation
HANDLE_CZ_UPDATE_ISSUES Enabled In the resource management menu, this privilege show the link to Community Zone Updates Task List, depending on users who can see "Manage Inventory" (per the privilege "Electronic Inventory Manage".)
LINK_PORTFOLIOS_IN_COLLECTION_RECOMMENDATIONS​ Enabled Enables the usage/edit of the recommendation type "Linking portfolios to CZ"
LINK_LOCAL_E_COLLECTION_RECOMMENDATIONS Enabled Enables the usage/edit of the recommendation type "Linking local collections"
LOCALIZE_SELECTED_PORTFOLIOS Enabled CZ Portfolio list * Activate selected portfolios
LINK_STANDALONE_PORTFOLIOS_RECOMMENDATIONS Enabled Enables the usage/edit of the recommendation type "Linking standalone portfolios to CZ"
MANAGE_EXPORTS Enabled Controls the "manage exports"
MANAGE_REPOSITORY_JOBS Enabled Manages Deleted Repository
MANAGE_SET Enabled Manages operations related to sets (delete, edit, etc.)
MEDIA_CONVERSION_RECOMMENDATIONS​ Enabled Enables the usage/edit of the recommendation type "Media conversion"
MEDITOR_ADD_REPRESENTATION Enabled Rosetta Related
MEDITOR_DELETE_REPRESENTATION Enabled Rosetta Related
MEDITOR_METADATA_ADD Enabled Rosetta Related
MEDITOR_METADATA_DELETE Enabled Rosetta Related
MEDITOR_METADATA_EDIT Enabled Rosetta Related
MEDITOR_METADATA_LINK Enabled Rosetta Related
MEDITOR_METADATA_SAVE_AS_GENERIC_TEMPLATE Enabled Rosetta Related
MEDITOR_METADATA_SAVE_AS_PRIVATE_TEMPLATE Enabled Rosetta Related
MEDITOR_METADATA_UNLINK Enabled Rosetta Related
MEDITOR_METADATA_VIEW Enabled Rosetta Related
MEDITOR_OBJECT_SERVICES Enabled Rosetta Related
MEDITOR_OBJECT_VIEW Enabled Rosetta Related
OBJECT_SEARCH Enabled Opens various MD Editor functions from Alma menu
OVERRIDE_BLOCK_REQUEST Disabled Controls the "override on shelf requesting policy" button

(New for February 2026)

OVERRIDE_PATRON_HOLD_BLOCKS

Disabled Enables overriding blocks when placing a hold, booking, or digitization request
PAY_FINES_FEES_PRIVILEGE Enabled Enables paying a fine at a circulation desk. Disabling this privilege prevents users from being able to add fines/fees. However, it also prevents the user from being able to process payments of fines/fees.
PHYSICAL_INVENTORY_MANAGE Enabled Enables creating and editing holdings by scope. In Physical PO line * It gives the possibility to "edit" the item and the holding. Users with this privilege added to the REQUESTS_OPERATOR role will be able to create requests from the List of Items page.
PHYSICAL_INVENTORY_OPERATOR_ANALYTICS Enabled N/A
PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
PHYSICAL_SEARCH_LABEL_MANAGEMENT Enabled Enables libraries to choose different roles for managing labels in physical inventory searches.
PROCESSES_ACTIVATE Enabled Controls the ability to activate jobs
PROCESSES_ADD Enabled Controls the ability to add jobs
PROCESSES_DEACTIVATE Enabled Controls the ability to deactivate jobs
PROCESSES_DELETE Enabled Controls the ability to delete jobs
PROCESSES_DUPLICATE Enabled Controls the ability to duplicate jobs
PROCESSES_EDIT Enabled Controls the ability to edit jobs
PROCESSES_HISTORY Enabled Controls the ability to view jobs history
PROCESSES_VIEW Enabled Controls the ability to view jobs
PROCESS_ACTIVATE Enabled Controls the ability to activate jobs
PROCESS_ADD Enabled Controls the ability to add jobs
PROCESS_DEACTIVATE Enabled Controls the ability to deactivate jobs
PROCESS_DELETE Enabled Controls the ability to delete jobs
PROCESS_DUPLICATE Enabled Controls the ability to duplicate jobs
PROCESS_EDIT Enabled Controls the ability to edit jobs
PROCESS_EXECUTION_ABORT Enabled Controls the ability to abort jobs
REPOSITORY_MANAGER_ANALYTICS Enabled N/A
PROCESS_EXECUTION_RERUN Enabled Controls the ability to re* Run jobs
PROCESS_EXECUTION_VIEW Enabled Controls the ability to view jobs
PROCESS_EXECUTION_VIEW_EXCEPTIONS Enabled Controls the ability to view jobs history
PROCESS_HISTORY Enabled Controls the ability to view jobs history
PROCESS_MANAGE Enabled Access to Manage Jobs and Sets menu options, Observe Primo dashboard
PROCESS_VIEW Enabled Controls the ability to view jobs
PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name appears.
REGISTER_NEW_USER Enabled Controls the ability to register a new user from Manage Patron Services screen.
REPOSITORY_LABEL_MANAGEMENT Enabled Enables adding local labels to records in Titles search results.
REQUESTS_CREATOR Enabled Controls the ability to place requests from repository search (doesn't affect ability to submit request from patron card).
RESTORE_IE Enabled Rosetta Related
RULE_MNG_VIEW Enabled Rosetta Related
SETS_ADD Enabled Controls access to add new sets action
SETS_DELETE Enabled Controls access to delete sets action
SETS_EDIT Enabled Controls access to edit sets action
SETS_MANAGE Enabled Controls access to Manage Sets and ability to save searches, as well as creating fulfillment sets
SETS_VIEW Enabled Controls access to view sets
SHELF_REPORT_OPERATOR Enabled Enables "Shelf report" menu (for triggering a job)
SIP_PROCESS Enabled MD Import management (See the links "Import" and "Monitor and View Imports")
TABLE_CONFIG_FULL Enabled Relates to the configuration table. All of the access to the configuration tables (which are not code or mapping tables) needs this privilege. Acquisitions do not use this privilege.
TASK_CHAIN_CHANGE_CATALOGING_LEVEL Enabled Runs different "Set Authority Records Cataloging Level" jobs
TASK_CHAIN_CHANGE_HOLDING_INFORMATION_UPDATE Enabled Runs "Change Holding Information" job
TASK_CHAIN_DIGITAL_GOOGLE_SCHOLAR_PUBLISHING_PUBLISHING Enabled Enables showing 'Publish digital records to Google Scholar' built* In publishing profile in 'Publishing Profile' UI This job publishes digital records to Google Scholar
TASK_CHAIN_EXPORT_ELECTRONIC_PORTFOLIOS_EXPORT Enabled Runs "Export Electronic Portfolios" job
TASK_CHAIN_EXPORT_HANDLES Enabled Enables executing job: Export Handles This job handles adding, Replacing or Creating new handles with URLs
TASK_CHAIN_FULLTEXT_JOBS Enabled Enables executing job: Extract full text This job extracts full text from images
TASK_CHAIN_GENERATE_REPRESENTATION_FROM_EXISTING_BIB_MIGRATION Enabled Enables executing job: Generate Representation from Existing Bib This job generates representations from bibliographic records
TASK_CHAIN_GLOBAL_REPRESENTATION_CHANGES_INFORMATION_UPDATE Enabled Enables executing job: Global Representation Changes This job executes global representation changes for bib set
TASK_CHAIN_IED_EXPORT Enabled Enables executing job: Export Digital Titles This job export Digital Records
TASK_CHAIN_IED_THUMBNAIL Enabled Enables running the thumbnail generation job (Generate thumbnail for each digital file in the set)
TASK_CHAIN_ITEM_EXPORT Enabled Runs "Export Physical Items" job
TASK_CHAIN_ITEM_INFORMATION_UPDATE Enabled Runs "Change physical items" job
TASK_CHAIN_ITEM_ITEM_DESCRIPTION Enabled Runs "Rebuild item description" job
TASK_CHAIN_ITEM_ITEM_MOVE Enabled Runs "Create physical item move requests" job
TASK_CHAIN_ITEM_ITEM_WITHDRAW Enabled Runs "Withdraw items" job
TASK_CHAIN_ITEM_LOAN Enabled Deprecated.
TASK_CHAIN_PORTFOLIO_INFORMATION_UPDATE Enabled Runs "Change electronic portfolio information" job
TASK_CHAIN_PORTFOLIO_ITEM_WITHDRAW Enabled Runs "Delete portfolios" job
TASK_CHAIN_REMOTE_REPRESENTATION_MIGRATION_MIGRATION Enabled Enables executing job: Remote Representation Migration This job migrates representations from a remote repository to Alma
TASK_CHAIN_REPRESENTATION_ITEM_WITHDRAW Enabled Enables executing job: Withdraw digital representations This job Withdraw digital representations task.
TASK_CHAIN_REP_MIGRATION Enabled Enables executing job: Media Conversion This job converts audio/video files to streaming (HLS) or MPEG* 4 format
TASK_CHAIN_THUMBNAIL_GENERATION_THUMBNAIL Enabled Allow executing job: Thumbnail generation This job generates thumbnail for each digital file in the set
TASK_VIEW Enabled N/A
UNAVAIL_PORTFOLIOS_RECOMMENDATIONS Enabled Enables the usage/edit of the recommendation type "Unavailable portfolios"
UPDATE_UXP_PREFERENCE Disabled Controls the UX rollout preference.
USER_IDENTIFIER_UPDATE Enabled Controls the ability to edit additional identifiers for a user (does NOT affect the ability to add new identifiers or edit the primary identifier)
USER_MANAGER_UPDATE Enabled Gives access to the user record and its information (except for the user notes, which are also accessible from the patron workbench, and some tabs, e.g. fines & fees, which have their own privilege). Enables changing password for internal user * May not be relevant with IdP change * And disabling login restrictions, and user roles in the General Information tab of the user record. Enables editing the password of internal accounts where the Patron role has an expiry date that has not yet passed. Doesn't allow: adding roles, toggling user from internal to external. Removing it doesn't remove: users search, admin>manage users, editing user, changing primary ID. For the "CIRCULATION_DESK_OPERATOR” role and the "CIRCULATION_DESK_OPERATOR_LIMITED” role, see also the notes on the USER_LIST_VIEW privilege.
USER_MANAGER_VIEW Enabled Enables access to user record in view only mode
VIEW_ACCESS_RIGHTS Enabled Enables access to Access Right policies
VIEW_LOAN_DETAILS_PRIVILEGE Disabled When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
VIEW_OPERATOR_DETAILS Enabled Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
VIEW_OPERATOR_DETAILS_ACQ Disabled Enables viewing operator details in acquisitions pages
VIEW_OPERATOR_DETAILS_FULFILLMENT Disabled Enables viewing operator details in fulfillment pages
VIEW_OPERATOR_DETAILS_REPOSITORY Enabled Enables viewing operator details in repository pages
VIEW_OPERATOR_DETAILS_USER_MANAGEMENT Disabled Enables viewing operator details in user management pages
WAIVE_FINES_FEES_PRIVILEGE Enabled Enables waiving fines and fees. Disabling this privilege prevents users from being able to waive fines/fees. However, it does not prevent users from being able to add fines/fees.

Privileges for REQUESTS_OPERATOR

Privilege Default State Privilege Description
ALLOW_USERS_SEARCH Enabled Controls the patron lookup by name or keywords: access to users list in Manage Patron Services, and auto* Complete search in same page (doesn't affect the persistent search for users or access to Admin > Manage Users). Disabling this privilege results in a text field where you can scan in an ID but not locate the user by typing in any partial information. This Enables libraries to allow work in the patron workbench only when the user's identifier is scanned in, without being able to use auto* Complete to search for a user by name (e.g. a library with celebrity patrons may not want limited operators to search for them unless they're being served at the desk).
CALENDAR_UPDATE Disabled Enables editing the library's opening hours (a link will appear in the fulfillment actions menu).
CHANGE_ITEM_INFO_PRIVILEGE Enabled Controls the Change Item Information tab in scan in items
CONSORTIAL_SERVICES_PRIVILEGE Disabled Enables searching users in other institution (for consortia)
CONVERT_HOLD_TO_BORROWING Disabled Enables converting hold requests to RS requests (under certain conditions as documented in OLH) if role is in institution scope.
DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information
ELECTRONIC_INVENTORY_VIEW Enabled
  • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
  • API - Retrieve list of collections / portfolios
  • API - Retrieve collection / portfolios by ID
MANAGE_EXPORTS Enabled Controls the "manage exports"
OVERRIDE_BLOCK_REQUEST Disabled Controls the "override on shelf requesting policy" button

(New for February 2026)

OVERRIDE_PATRON_HOLD_BLOCKS

Disabled Enables overriding blocks when placing a hold, booking, or digitization request
PHYSICAL_INVENTORY_MANAGE Disabled Enables creating and editing holdings by scope. In Physical PO line * It gives the possibility to "edit" the item and the holding. Users with this privilege added to the REQUESTS_OPERATOR role will be able to create requests from the List of Items page.
PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
PRIORITIZE_REQUESTS_PRIVILLEGE Disabled Determines the sequence of requests that receive an item, without having to manually re* Do the work every time the item becomes available.
PROCESS_ADD Enabled Controls the ability to add jobs
PROCESS_MANAGE Enabled Access to Manage Jobs and Sets menu options, Observe Primo dashboard
PROCESS_VIEW Enabled Controls the ability to view jobs
PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name appears.
QUICK_DOCUMENT_DELIVERY Enabled Enables accessing the Document Delivery page. On this page you can deliver all digital documents on the Document Delivery page without needing to work through the complete Pick from Shelf workflow.
REQUESTS_CREATOR Enabled Controls the ability to place requests from repository search (doesn't affect ability to submit request from patron card).
REQUESTS_OPERATOR_ANALYTICS Enabled N/A
REQUESTS_OPERATOR_PRIVILEGE Enabled Enables several fulfillment activities and access to items in the fulfillment menu
RUN_ITEMS_REQUIRING_ACTION Enabled Controls appearance of "items requiring action" link, but seems to control appearance of "Advanced tools" in fulfillment menu (which includes: fulfillment configuration utility, items requiring action, process and enrich citations, citations alternate suggestions)
SETS_EDIT Enabled Controls access to edit sets action
UPDATE_UXP_PREFERENCE Disabled Controls the UX rollout preference.
VIEW_LOAN_DETAILS_PRIVILEGE Enabled When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
VIEW_OPERATOR_DETAILS Enabled Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)

Privileges for RESOURCE_SHARING_PARTNERS_MANAGER

Privilege Default State Privilege Description
DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information
ELECTRONIC_INVENTORY_VIEW Enabled
  • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
  • API - Retrieve list of collections / portfolios
  • API - Retrieve collection / portfolios by ID
PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
PHYSICAL_SEARCH_LABEL_MANAGEMENT Enabled Enables libraries to choose different roles for managing labels in physical inventory searches.
PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name appears.
REPOSITORY_LABEL_MANAGEMENT Enabled Enables adding local labels to records in Titles search results.
RESOURCE_SHARING_PARTNERS_MANAGER_ANALYTICS Enabled N/A
RESOURCE_SHARING_PARTNERS_MANAGER_PRIVILEGE Enabled Enables resource sharing partners and Rota templates configuration
UPDATE_UXP_PREFERENCE Disabled Controls the UX rollout preference.
VIEW_LOAN_DETAILS_PRIVILEGE Enabled When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
VIEW_OPERATOR_DETAILS Enabled Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
VIEW_OPERATOR_DETAILS_ACQ Disabled Enables viewing operator details in acquisitions pages
VIEW_OPERATOR_DETAILS_FULFILLMENT Enabled Enables viewing operator details in fulfillment pages
VIEW_OPERATOR_DETAILS_REPOSITORY Disabled Enables viewing operator details in repository pages
VIEW_OPERATOR_DETAILS_USER_MANAGEMENT Disabled Enables viewing operator details in user management pages

Privileges for RIALTO_ADMINISTRATOR

Privilege Default State Privilege Description
CART_APPROVAL Enabled Rialto: Can approve someone else's marketplace orders
CART_MANAGEMENT Enabled Rialto: Can manage shopping cart configuration, overall cart approval and assignments
CHECKOUT Enabled Rialto: Can check out a shopping cart
COLLECTION_DEVELOPMENT_CONFIGURATIONS Enabled

Enables configuring Collection Development workflows.

CONFIGURE_TITLE_ALERTS Enabled Rialto: Enables users to create and manage their own title alerts, and/or title alerts that have been shared with them.
DDA_ADDITION Enabled Rialto: Can add offers to DDA
MANAGE_EBA Disabled Rialto: Can manage EBA
MANAGE_REC_FEEDS Enabled Rialto: Can view and edit recommendation feeds
MANAGE_REC_PROFILE Enabled Rialto: Can manage recommendation profiles
MANUAL_CREATION_OF_POLINE Enabled Used by API - Checks if the user can create PO line. Also, relevant to the prerequisites page; it Enables choosing the owner, according to my scope (libraries/institutions). Same for purchase request * Ensure that the library is included in the scope of my role (does the user has privilege to create purchase request for this library).
PHYSICAL_SEARCH_LABEL_MANAGEMENT Enabled Enables libraries to choose different roles for managing labels in physical inventory searches.
REPOSITORY_LABEL_MANAGEMENT Enabled Enables adding local labels to records in Titles search results.
REVIEW_SELECTION_PLAN Enabled Rialto: Can review the snapshot of the Selection Plan
VIEW_PO_POLINE Enabled

Views PO and view PO line. For example, invoice manager will need to link invoice line to PO line, this role issued by them in order to select the PO line (and similar cases etc.)

Privileges for RIALTO_COLLECTION_DEVELOPMENT_MANAGER

Privilege Default State Privilege Description
MANAGE_COLLECTION_DEVELOPMENT_PROJECTS Enabled

Access to Rialto Collection Development Workflow menus. Can create collection development projects and run them.

MANAGE_COLLECTION_DEVELOPMENT_RECOMMENDATIONS Enabled Can access and manage Rialto Collection Development Workflow recommendations.

Privileges for RIALTO_MANAGER

Privilege Default State Privilege Description
CART_APPROVAL Enabled Rialto: Can approve someone else's marketplace orders
CART_MANAGEMENT Enabled Rialto: Can manage shopping cart configuration, overall cart approval and assignments
CHECKOUT Enabled Rialto: Can check out a shopping cart
CONFIGURE_TITLE_ALERTS Enabled Rialto: Enables users to create and manage their own title alerts, and/or title alerts that have been shared with them.
DDA_ADDITION Enabled Rialto: Can add offers to DDA
MANAGE_EBA Disabled Rialto: Can manage EBA
MANAGE_REC_FEEDS Enabled Rialto: Can view and edit recommendation feeds
MANAGE_REC_PROFILE Enabled Rialto: Can manage recommendation profiles
MANUAL_CREATION_OF_POLINE Enabled Used by API - Checks if the user can create PO line. Also, relevant to the prerequisites page; it Enables choosing the owner, according to my scope (libraries/institutions). Same for purchase request * Ensure that the library is included in the scope of my role (does the user has privilege to create purchase request for this library).
PHYSICAL_SEARCH_LABEL_MANAGEMENT Enabled Enables libraries to choose different roles for managing labels in physical inventory searches.
REPOSITORY_LABEL_MANAGEMENT Enabled Enables adding local labels to records in Titles search results.
REVIEW_SELECTION_PLAN Enabled Rialto: Can review the snapshot of the Selection Plan
VIEW_PO_POLINE Enabled Views PO and view PO line. For example, invoice manager will need to link invoice line to PO line, this role issued by them in order to select the PO line (and similar cases etc.)

Privileges for RIALTO_PURCHASER

Privilege Default State Privilege Description
CHECKOUT Enabled Rialto: Can check out a shopping cart
DDA_ADDITION Enabled Rialto: Can add offers to DDA
MANAGE_EBA Enabled Rialto: Can manage EBA

Privileges for SELECTOR

Privilege Default State Privilege Description
ALLOW_USERS_SEARCH Enabled Controls the patron lookup by name or keywords: access to users list in Manage Patron Services, and auto* Complete search in same page (doesn't affect the persistent search for users or access to Admin > Manage Users). Disabling this privilege results in a text field where you can scan in an ID but not locate the user by typing in any partial information. This Enables libraries to allow work in the patron workbench only when the user's identifier is scanned in, without being able to use auto* Complete to search for a user by name (e.g. a library with celebrity patrons may not want limited operators to search for them unless they're being served at the desk).
ASSIGN_PURCHASE_REQUEST Enabled Assignment to myself or others (will see Assign to Others)
CART_MANAGEMENT Enabled Rialto: Can manage shopping cart configuration, overall cart approval and assignments
CONFIGURE_TITLE_ALERTS Enabled Rialto: Enables users to create and manage their own title alerts, and/or title alerts that have been shared with them.
DDA_ADDITION Enabled Rialto: Can add offers to DDA
DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information
ELECTRONIC_INVENTORY_VIEW Enabled
  • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
  • API - Retrieve list of collections / portfolios
  • API - Retrieve collection / portfolios by ID
HIGH_REQUEST_LOAD_RECOMMENDATIONS​ Enabled Enables the usage/edit of the recommendation type "High request load"
LOCALIZE_SELECTED_PORTFOLIOS Enabled CZ Portfolio list * Activates selected portfolios
MANAGE_EXPORTS Enabled Controls the "manage exports"
MANAGE_PURCHASE_REQUEST Enabled Enables viewing manage purchase request link
MANAGE_REC_FEEDS Enabled Rialto: Can view and edit recommendation feeds
PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name appears.
MANAGE_EBA Enabled Rialto: Can manage EBA
REVIEW_SELECTION_PLAN Enabled Rialto: Can review the snapshot of the Selection Plan
SELECTOR_ANALYTICS Enabled N/A
SUBMIT_FOR_APPROVAL Enabled Rialto: Can send a shopping cart to approval
UPDATE_UXP_PREFERENCE Disabled Controls the UX rollout preference.
USER_LIST_VIEW Enabled Controls access to Users search in the persistent search box and Admin > Manage users. Also affects ability to use users list in Manage Patron Services (the link to the list will appear but it will be an all titles search and not a users search). Doesn't affect auto* Complete in Manage Patron Services. Note: To grant users with "CIRCULATION_DESK_OPERATOR” role" access to Admin> Manage Users, the CIRC_DESK_OPERATOR_PRIVILEGE or USER_MANAGER_UPDATE privileges must also be enabled. Note: To allow users with "CIRCULATION_DESK_OPERATOR_LIMITED” role to access the user data, the USER_MANAGER_UPDATE privilege must also be enabled, as these users don't have basic user data privileges (except for things such as notes).
VIEW_ALL_VENDORS_DATA Enabled Sees vendors with all of their tabs, Links to vendor from PO line, links to vendor in Acquisitions menu, see vendors in search options.
VIEW_FUNDS Enabled View funds (not of type ledger).
VIEW_LEDGER Enabled Views ledger (not necessarily the fund)
VIEW_LICENSE Enabled Can see user list. This is in order for the user to be able to use "Assigned by" field in the license (need to be able to search users).
  • See Acquisition menu, and see the "Licenses" link in that menu
  • See licenses in search options in Alma, simple and advanced
  • From PO line, see link to license
  • From vendor, in order to see licensor, need to have view licenses (so we could add a vendor as a licensor).
VIEW_LOAN_DETAILS_PRIVILEGE Disabled When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
VIEW_OPERATOR_DETAILS Enabled Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
VIEW_PO_POLINE Enabled Views PO and view PO line. For example, invoice manager will need to link invoice line to PO line, this role issued by them in order to select the PO line (and similar cases etc.)

Privileges for SELECTOR_LIMITED

Privilege Default State Privilege Description
ALLOW_USERS_SEARCH Enabled Controls the patron lookup by name or keywords: access to users list in Manage Patron Services, and auto* Complete search in same page (doesn't affect the persistent search for users or access to Admin > Manage Users). Disabling this privilege results in a text field where you can scan in an ID but not locate the user by typing in any partial information. This Enables libraries to allow work in the patron workbench only when the user's identifier is scanned in, without being able to use auto* Complete to search for a user by name (e.g. a library with celebrity patrons may not want limited operators to search for them unless they're being served at the desk).
ASSIGN_PURCHASE_REQUEST Enabled Assignment to myself or others (will see Assign to Others)
CART_MANAGEMENT Enabled Rialto: Can manage shopping cart configuration, overall cart approval and assignments
DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information
ELECTRONIC_INVENTORY_VIEW Enabled Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search). API - Retrieve list of collections / portfolios API - Retrieve collection / portfolios by ID
HIGH_REQUEST_LOAD_RECOMMENDATIONS​ Enabled Enables the usage/edit of the recommendation type "High request load"
LOCALIZE_SELECTED_PORTFOLIOS Enabled CZ Portfolio list * Activates selected portfolios
MANAGE_EXPORTS Enabled Controls the "manage exports"
MANAGE_PURCHASE_REQUEST Enabled Enables viewing manage purchase request link
MANAGE_REC_FEEDS Enabled Rialto: Can view and edit recommendation feeds
PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name appears.
REVIEW_SELECTION_PLAN Enabled Rialto: Can review the snapshot of the Selection Plan
SELECTOR_ANALYTICS Enabled N/A
SUBMIT_FOR_APPROVAL Enabled Rialto: Can send a shopping cart to approval
UPDATE_UXP_PREFERENCE Disabled Controls the UX rollout preference.
USER_LIST_VIEW Enabled Controls access to Users search in the persistent search box and Admin > Manage users. Also affects ability to use users list in Manage Patron Services (the link to the list will appear but it will be an all titles search and not a users search). Doesn't affect auto* Complete in Manage Patron Services. Note: To grant users with "CIRCULATION_DESK_OPERATOR” role" access to Admin> Manage Users, the CIRC_DESK_OPERATOR_PRIVILEGE or USER_MANAGER_UPDATE privileges must also be enabled. Note: To allow users with "CIRCULATION_DESK_OPERATOR_LIMITED” role to access the user data, the USER_MANAGER_UPDATE privilege must also be enabled, as these users don't have basic user data privileges (except for things such as notes).
VIEW_ALL_VENDORS_DATA Enabled Sees vendors with all of their tabs, Links to vendor from PO line, links to vendor in Acquisitions menu, see vendors in search options.
VIEW_FUNDS Enabled Views funds (not of type ledger).
VIEW_LEDGER Enabled Views ledger (not necessarily the fund)
VIEW_LICENSE Enabled Can see user list. This is in order for the user to be able to use "Assigned by" field in the license (need to be able to search users).
  • See Acquisition menu, and see the "Licenses" link in that menu
  • See licenses in search options in Alma, simple and advanced
  • From PO line, see link to license
  • From vendor, in order to see licensor, need to have view licenses (so we could add a vendor as a licensor).
VIEW_LOAN_DETAILS_PRIVILEGE Disabled When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
VIEW_OPERATOR_DETAILS Enabled Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
VIEW_PO_POLINE Enabled Views PO and view PO line. For example, invoice manager will need to link invoice line to PO line, this role issued by them in order to select the PO line (and similar cases etc.)

Privileges for SUPER_SELECTOR

Privilege Default State Privilege Description
CART_MANAGEMENT Enabled Rialto: Can manage shopping cart configuration, overall cart approval and assignments
CONFIGURE_TITLE_ALERTS Enabled Rialto: Enables users to create and manage their own title alerts, and/or title alerts that have been shared with them.
DDA_ADDITION Enabled Rialto: Can add offers to DDA
MANAGE_REC_FEEDS Enabled Rialto: Can view and edit recommendation feeds
MANAGE_REC_PROFILE Enabled Rialto: Can manage recommendation profiles
REVIEW_EBA Enabled Rialto: Can review EBA
REVIEW_SELECTION_PLAN Enabled Rialto: Can review the snapshot of the Selection Plan
SUBMIT_FOR_APPROVAL Enabled Rialto: Can send a shopping cart to approval

Privileges for SUPPORT_SERVICES

Privilege Default State Privilege Description
SUPPORT_SERVICES (New for February 2026) Enabled Provide advanced maintenance and troubleshooting services.. This is only available at the Network Zone level.

Privileges for TRIAL_MANAGER

Privilege Default State Privilege Description
ALLOW_USERS_SEARCH Enabled Controls the patron lookup by name or keywords: access to users list in Manage Patron Services, and auto* Complete search in same page (doesn't affect the persistent search for users or access to Admin > Manage Users). Disabling this privilege results in a text field where you can scan in an ID but not locate the user by typing in any partial information. This Enables libraries to allow work in the patron workbench only when the user's identifier is scanned in, without being able to use auto* Complete to search for a user by name (e.g. a library with celebrity patrons may not want limited operators to search for them unless they're being served at the desk).
CLAIMED_RETURNED_PRIVILEGE Enabled Enables "claim returned" in manage patron services
CLOSE_TRIAL Enabled Closes the trial in row action.
DELETE_BIB Enabled When cancelling a PO line, determines what to do if the bib is bibliographic records without inventory. The option to delete bibliographic records without inventory is dependent on this privilege. When withdrawing an item, determines whether the option “Delete bibliographic record (unless other holdings are present)” is displayed.
DELETE_TRIAL Enabled Deletes Trial
DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information
E_RESOURcE_ACTIVATION Enabled Activate electronic resource, in electronic resource as we find it in the CZ, also in the E activation task list. If activated for the Electronic Inventory Operator, Electronic Inventory Operator Extended, Repository Manager, Purchasing Manager, or Purchasing Operator roles, it will grant access to the "My Electronic Resources by Provider" page (Resources > Manage Inventory > My Electronic Resources by Provider).
EDIT_TRIAL Enabled Edits Trial
ELECTRONIC_INVENTORY_VIEW Enabled
  • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
  • API - Retrieve list of collections / portfolios
  • API - Retrieve collection / portfolios by ID
LOCALIZE_SELECTED_PORTFOLIOS Enabled CZ Portfolio list * Activate selected portfolios
MANAGE_EXPORTS Enabled Controls the "manage exports"
PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
PHYSICAL_SEARCH_LABEL_MANAGEMENT Enabled Enables libraries to choose different roles for managing labels in physical inventory searches.
PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name appears.
REPOSITORY_LABEL_MANAGEMENT Enabled Enables adding local labels to records in Titles search results.
REGISTER_NEW_USER Enabled Controls the ability to register a new user from Manage Patron Services screen.
SEND_TO_TRIAL Enabled When creating an electronic order, it Enables the user to see the button "Save and request Evaluation"
TRIAL_ASSIGNMENT Enabled Enables assigning trials
TRIAL_MANAGER_ANALYTICS Enabled N/A
UPDATE_UXP_PREFERENCE Disabled Controls the UX rollout preference.
USER_LIST_VIEW Enabled Controls access to Users search in the persistent search box and Admin > Manage users. Also affects ability to use users list in Manage Patron Services (the link to the list will appear but it will be an all titles search and not a users search). Doesn't affect auto* Complete in Manage Patron Services. Note: To grant users with "CIRCULATION_DESK_OPERATOR” role" access to Admin> Manage Users, the CIRC_DESK_OPERATOR_PRIVILEGE or USER_MANAGER_UPDATE privileges must also be enabled. Note: To allow users with "CIRCULATION_DESK_OPERATOR_LIMITED” role to access the user data, the USER_MANAGER_UPDATE privilege must also be enabled, as these users don't have basic user data privileges (except for things such as notes).
USER_MANAGER_VIEW Enabled Enables access to user record in view only mode
VIEW_LOAN_DETAILS_PRIVILEGE Disabled When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
VIEW_OPERATOR_DETAILS Enabled Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
VIEW_OPERATOR_DETAILS_ACQ Enabled Enables viewing operator details in acquisitions pages
VIEW_OPERATOR_DETAILS_FULFILLMENT Disabled Enables viewing operator details in fulfillment pages
VIEW_OPERATOR_DETAILS_REPOSITORY Disabled Enables viewing operator details in repository pages
VIEW_OPERATOR_DETAILS_USER_MANAGEMENT Disabled Enables viewing operator details in user management pages
VIEW_PO_POLINE Enabled Views PO and view PO line. For example, invoice manager will need to link invoice line to PO line, this role issued by them in order to select the PO line (and similar cases etc.)
VIEW_TRIAL Enabled Views Trial (In Manage Trial).

Privileges for TRIAL_OPERATOR

Privilege Default State Privilege Description
CLAIMED_RETURNED_PRIVILEGE Enabled Enables "claim returned" in manage patron services
CLOSE_TRIAL Enabled Closes the trial in row action.
DELETE_BIB Enabled
  • When cancelling a PO line, determines what to do if the bib is bibliographic records without inventory. The option to delete bibliographic records without inventory is dependent on this privilege.
  • When withdrawing an item, determines whether the option “Delete bibliographic record (unless other holdings are present)” is displayed.
DELETE_TRIAL Enabled Deletes Trial
DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information
E_RESOURCE_ACTIVATION Enabled Activates electronic resource, in electronic resource as we find it in the CZ, also in the E activation task list. If activated for the Electronic Inventory Operator, Electronic Inventory Operator Extended, Repository Manager, Purchasing Manager, or Purchasing Operator roles, it will grant access to the "My Electronic Resources by Provider" page (Resources > Manage Inventory > My Electronic Resources by Provider).
EDIT_TRIAL Enabled Edits Trial
ELECTRONIC_INVENTORY_VIEW Enabled
  • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
  • API - Retrieve list of collections / portfolios
  • API - Retrieve collection / portfolios by ID
LOCALIZE_SELECTED_PORTFOLIOS Enabled CZ Portfolio list * Activate selected portfolios
MANAGE_EXPORTS Enabled Controls the "manage exports"
PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name appears.
REGISTER_NEW_USER Enabled Controls the ability to register a new user from Manage Patron Services screen.
SEND_TO_TRIAL Enabled When creating an electronic order, it Enables the user to see the button "Save and request Evaluation"
TRIAL_OPERATOR_ANALYTICS Enabled N/A
UPDATE_UXP_PREFERENCE Disabled Controls the UX rollout preference.
USER_MANAGER_VIEW Enabled Enables access to user record in view only mode
VIEW_LOAN_DETAILS_PRIVILEGE Disabled When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
VIEW_OPERATOR_DETAILS Enabled Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
VIEW_PO_POLINE Enabled Views PO and view PO line. For example, invoice manager will need to link invoice line to PO line, this role issued by them in order to select the PO line (and similar cases etc.)
VIEW_TRIAL Enabled Views Trial (In Manage Trial).

Privileges for USAGE_DATA_OPERATOR

Privilege Default State Privilege Description
DELETE_USAGE_DATA Enabled Enables viewing the "Delete Usage Data" link in Acquisitions menu.
DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information
ELECTRONIC_INVENTORY_VIEW Enabled
  • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
  • API - Retrieve list of collections / portfolios
  • API - Retrieve collection / portfolios by ID
LOAD_USAGE_DATA Enabled Enables viewing the "Load Usage Data" link in Acquisitions menu.
PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name appears.
UPDATE_UXP_PREFERENCE Disabled Controls the UX rollout preference.
VIEW_ALL_VENDORS_DATA Enabled Sees vendors with all of their tabs, Links to vendor from PO line, links to vendor in Acquisitions menu, see vendors in search options.
VIEW_OPERATOR_DETAILS Enabled Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)

Privileges for USER_ADMINISTRATOR

Privilege Default State Privilege Description
ADD_EDIT_DELETE_NOTES_PRIVILEGE Enabled Enables adding a block/note/attachment in a specific library's scope
ADD_GENERIC_SUBMISSION_FORMAT Enabled N/A
ADMINISTRATION_ONGOING_CONFIG Enabled N/A
BULK_FINE_WAIVING_PRIVILEGE Enabled Controls access to bulk fine waiving link in menu
CLAIMED_RETURNED_PRIVILEGE Enabled Enables "claim returned" in manage patron services
CONSORTIAL_SERVICES_PRIVILEGE Enabled Enables searching users in other institution (for consortia)
CREATE_REMOVE_BLOCKS_PRIVILEGE Enabled Enables creating and removing user blocks
DELETE_GENERIC_SUBMISSION_FORMAT Enabled N/A
DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information
DIGITAL_STORAGE_CONFIGURATION Enabled Controls access to Digital Storage
EDIT_GENERIC_SUBMISSION_FORMAT Enabled Grants access to the configuration menus in the different areas (not sure if all links are present in all menus)
ELECTRONIC_INVENTORY_VIEW Enabled Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search). API - Retrieve list of collections / portfolios API - Retrieve collection / portfolios by ID
MERGE_USERS Disabled Enables using the Merge Users functionality (soon to be activated)
PAY_FINES_FEES_PRIVILEGE Enabled Enables paying a fine at a circulation desk. Disabling this privilege prevents users from being able to add fines/fees. However, it also prevents the user from being able to process payments of fines/fees.
PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
PHYSICAL_SEARCH_LABEL_MANAGEMENT Enabled Enables libraries to choose different roles for managing labels in physical inventory searches.
PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name appears.
REGISTER_NEW_USER Enabled Controls the ability to register a new user from Manage Patron Services screen.
REPOSITORY_LABEL_MANAGEMENT Enabled Enables adding local labels to records in Titles search results.
RENEW_LOAN_PRIVILEGE Disabled Controls loan renewal options. On the Manage Patron Services > Loans tab, the Renew Selected and Renew All links, as well as the Renew row action, only display if the new privilege is enabled. If the privilege is disabled, when a loaned item is re* Scanned in the Loans tab of the Manage Patron Services page, the loan is not renewed.
TABLE_CONFIG_FULL Enabled Relates to the configuration table. All of the access to the configuration tables (which are not code or mapping tables) needs this privilege. Acquisitions do not use this privilege.
TASK_CHAIN_USER_UPDATE_USER_INFORMATION Enabled Enables access to Update/Notify Users job in Admin menu
TOGGLE_ACCOUNT_TYPE Enabled Controls appearance of "Toggle account type" (external/internal) in user record.
UPDATE_NGS_PREFERENCE Enabled Enables next generation UI layout
UPDATE_USER_STATISTICS_PRIVILEGE Enabled Enables updating statistics in user record
UPDATE_UXP_PREFERENCE Enabled Controls the UX rollout preference.
USER_ADMINISTRATION Enabled Enables many activities of the User Administrator role
USER_ADMINISTRATOR_ANALYTICS Enabled N/A
USER_IDENTIFIER_UPDATE Enabled Controls the ability to edit additional identifiers for a user (does NOT affect the ability to add new identifiers or edit the primary identifier)
USER_MANAGER_ACTIVATE Enabled Controls the "activate" option for a user
USER_MANAGER_ADD_ROLE Enabled Controls ability to add roles to users
USER_MANAGER_ADD_USER Enabled Controls ability to create new user in Manage Users
USER_MANAGER_ASSIGN_PARAMETER Enabled Controls ability to assign parameters to a user
USER_MANAGER_DEACTIVATE Enabled Controls the "deactivate" option for a user
USER_MANAGER_DELETE_PARAMETER Enabled Controls ability to delete parameters from users
USER_MANAGER_DELETE_ROLE Enabled Controls ability to delete roles from users
USER_MANAGER_DELETE_USER Enabled Controls ability to delete user in Manage Users
USER_MANAGER_FULL Enabled Enables many activities of the User Manager role
USER_MANAGER_UPDATE Enabled Gives access to the user record and its information (except for the user notes, which are also accessible from the patron workbench, and some tabs, e.g. fines & fees, which have their own privilege). Enables changing password for internal user * May not be relevant with IdP change * And disabling login restrictions, and user roles in the General Information tab of the user record. Enables editing the password of internal accounts where the Patron role has an expiry date that has not yet passed. Doesn't allow: adding roles, toggling user from internal to external. Disabling * USER_MANAGER_UPDATE privilege would disappear the User Management Information along with Users Roles but doesn't remove: users search, admin>manage users, editing user, changing primary ID. For the "CIRCULATION_DESK_OPERATOR” role and the "CIRCULATION_DESK_OPERATOR_LIMITED” role, see also the notes on the USER_LIST_VIEW privilege.
USER_MANAGER_UPDATE_PASSWORD Enabled Updating passwords for users that have roles other than Patron and sending the cloud IdP letter to users that aren't just Patrons.
USER_MANAGER_UPDATE_ROLE Enabled Enables editing existing user roles (doesn't affect the ability to add new roles)
USER_MANAGER_VIEW Enabled Enables access to user record in view only mode
VIEW_ALL_LOAN_HISTORY Enabled Controls whether a user can see the loans history in the returns tab.
VIEW_DEMERITS_TAB_PRIVILEGE Disabled Controls the appearance of the demerits tab in user.
VIEW_GENERIC_SUBMISSION_FORMAT Enabled Enables view of S/FTP definitions
VIEW_LOAN_DETAILS_PRIVILEGE Enabled When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
VIEW_OPERATOR_DETAILS Enabled Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
VIEW_OPERATOR_DETAILS_ACQ Disabled Enables viewing operator details in acquisitions pages
VIEW_OPERATOR_DETAILS_FULFILLMENT Disabled Enables viewing operator details in fulfillment pages
VIEW_OPERATOR_DETAILS_REPOSITORY Disabled Enables viewing operator details in repository pages
VIEW_OPERATOR_DETAILS_USER_MANAGEMENT Disabled Enables viewing operator details in user management pages
VIEW_USER_HISTORY Enabled Allows viewing user history in the History tab of the Manage Users page
VIEW_USER_STATISTICS_PRIVILEGE Enabled Controls access to use statistics tab in user record (only relevant if "update user statistics" is disabled)
WAIVE_FINES_FEES_PRIVILEGE Enabled Enables waiving fines and fees. Disabling this privilege prevents users from being able to waive fines/fees. However, it does not prevent users from being able to add fines/fees.

Privileges for USER_MANAGER_FULL

Privilege Default State Privilege Description
ADD_EDIT_DELETE_NOTES_PRIVILEGE Enabled Enables adding a block/note/attachment in a specific library's scope
BULK_FINE_WAIVING_PRIVILEGE Enabled Controls access to bulk fine waiving link in menu
CLAIMED_RETURNED_PRIVILEGE Enabled Enables "claim returned" in manage patron services
CODE_TABLE_DELETE_ROW Enabled Controls ability to delete rows in code tables
CONSORTIAL_SERVICES_PRIVILEGE Enabled Enables searching users in other institution (for consortia)
CREATE_REMOVE_BLOCKS_PRIVILEGE Enabled Enables creating and removing user blocks
DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information
ELECTRONIC_INVENTORY_VIEW Enabled
  • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
  • API - Retrieves list of collections / portfolios
  • API - Retrieves collection / portfolios by ID
FUL_CONFIG_UTILITY Disabled Enables using the fulfillment configuration utility, both from menu and using "view policies" from the Manage Patron Services loans tab
MANAGE_EXPORTS Enabled Controls the "manage exports"
MERGE_USERS Enabled Enables using the Merge Users functionality (soon to be activated)
PAY_FINES_FEES_PRIVILEGE Enabled Enables paying a fine at a circulation desk. Disabling this privilege prevents users from being able to add fines/fees. However, it also prevents the user from being able to process payments of fines/fees.
PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
PHYSICAL_SEARCH_LABEL_MANAGEMENT Enabled Enables libraries to choose different roles for managing labels in physical inventory searches.
PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name appears.
REGISTER_NEW_USER Enabled Controls the ability to register a new user from Manage Patron Services screen.
RENEW_LOAN_PRIVILEGE Disabled Controls loan renewal options. On the Manage Patron Services > Loans tab, the Renew Selected and Renew All links, as well as the Renew row action, only display if the new privilege is enabled. If the privilege is disabled, when a loaned item is re* Scanned in the Loans tab of the Manage Patron Services page, the loan is not renewed.
REPOSITORY_LABEL_MANAGEMENT Enabled Enables adding local labels to records in Titles search results.
TABLE_CONFIG_FULL Enabled Relates to the configuration table. All of the access to the configuration tables (which are not code or mapping tables) needs this privilege. Acquisitions do not use this privilege.
TASK_CHAIN_USER_UPDATE_USER_INFORMATION Enabled Enables access to Update/Notify Users job in Admin menu
TOGGLE_ACCOUNT_TYPE Enabled Controls appearance of "Toggle account type" (external/internal) in user record.
UPDATE_NGS_PREFERENCE Enabled Enables next generation UI layout
UPDATE_USER_STATISTICS_PRIVILEGE Enabled Enables updating statistics in user record
UPDATE_UXP_PREFERENCE Enabled Controls the UX rollout preference.
USER_IDENTIFIER_UPDATE Enabled Controls the ability to edit additional identifiers for a user (does NOT affect the ability to add new identifiers or edit the primary identifier)
USER_MANAGER_ACTIVATE Enabled Controls the "activate" option for a user
USER_MANAGER_ADD_ROLE Enabled Controls ability to add roles to users
USER_MANAGER_ADD_USER Enabled Controls ability to create new user in Manage Users
USER_MANAGER_ANALYTICS Enabled N/A
USER_MANAGER_DEACTIVATE Enabled Controls the "deactivate" option for a user
USER_MANAGER_DELETE_PARAMETER Enabled Controls ability to delete parameters from users
USER_MANAGER_DELETE_ROLE Enabled Controls ability to delete roles from users
USER_MANAGER_DELETE_USER Enabled Controls ability to delete user in Manage Users
USER_MANAGER_EMAIL Enabled N/A
USER_MANAGER_FULL Enabled Enables many activities of the User Manager role
USER_MANAGER_UPDATE Enabled Gives access to the user record and its information (except for the user notes, which are also accessible from the patron workbench, and some tabs, e.g. fines & fees, which have their own privilege). Enables changing password for internal user * May not be relevant with IdP change * And disabling login restrictions, and user roles in the General Information tab of the user record. Enables editing the password of internal accounts where the Patron role has an expiry date that has not yet passed. Doesn't allow: adding roles, toggling user from internal to external. Removing it doesn't remove: users search, admin>manage users, editing user, changing primary ID. For the "CIRCULATION_DESK_OPERATOR” role and the "CIRCULATION_DESK_OPERATOR_LIMITED” role, see also the notes on the USER_LIST_VIEW privilege.
USER_MANAGER_UPDATE_EXPIRY_DATE Enabled Controls ability to update the user's expiry date.
USER_MANAGER_UPDATE_PASSWORD Enabled Updating passwords for users that have roles other than Patron and sending the cloud IdP letter to users that aren't just Patrons.
USER_MANAGER_UPDATE_ROLE Enabled Enables editing existing user roles (doesn't affect the ability to add new roles)
USER_MANAGER_VIEW Enabled Enables access to user record in view only mode
VIEW_ALL_LOAN_HISTORY Enabled Controls whether a user can see the loans history in the returns tab.
VIEW_DEMERITS_TAB_PRIVILEGE Disabled Controls the appearance of the demerits tab in user.
VIEW_FINES_FEES Enabled Enables viewing a patron's fine/fees. Controls the presentation of:
  • Visibility of the Fines/Fees tab in the User Details screen.
  • Searching by Fines/Fees in the Advanced Users search.
  • Presentation of the patron's active balance in the Manage Patron Services screen.
VIEW_LOAN_DETAILS_PRIVILEGE Disabled When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
VIEW_OPERATOR_DETAILS Enabled Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
VIEW_OPERATOR_DETAILS_ACQ Disabled Enables viewing operator details in acquisitions pages
VIEW_OPERATOR_DETAILS_FULFILLMENT Disabled Enables viewing operator details in fulfillment pages
VIEW_OPERATOR_DETAILS_REPOSITORY Disabled Enables viewing operator details in repository pages
VIEW_OPERATOR_DETAILS_USER_MANAGEMENT Enabled Enables viewing operator details in user management pages
VIEW_USER_HISTORY Enabled Allows viewing user history in the History tab of the Manage Users page
VIEW_USER_STATISTICS_PRIVILEGE Enabled Controls access to use statistics tab in user record (only relevant if "update user statistics" is disabled)
WAIVE_FINES_FEES_PRIVILEGE Enabled Enables waiving fines and fees. Disabling this privilege prevents users from being able to waive fines/fees. However, it does not prevent users from being able to add fines/fees.

Privileges for VENDOR_ACCOUNT_MANAGER

Privilege Default State Privilege Description
DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information
ELECTRONIC_INVENTORY_VIEW Enabled
  • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
  • API - Retrieve list of collections / portfolios
  • API - Retrieve collection / portfolios by ID
MANAGE_CONTACT_INFORMATION Enabled Any entity that has a user in the background. Vendor, Vendor account, library etc.
MANAGE_VENDOR_ACCOUNTS Enabled Enables each staff member to be able to see and manage different vendor accounts in the same vendor.
PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
PHYSICAL_SEARCH_LABEL_MANAGEMENT Enabled Enables libraries to choose different roles for managing labels in physical inventory searches.
PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name appears.
REPOSITORY_LABEL_MANAGEMENT Enabled Enables adding local labels to records in Titles search results.
UPDATE_UXP_PREFERENCE Disabled Controls the UX rollout preference.
VIEW_OPERATOR_DETAILS Enabled Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
VIEW_OPERATOR_DETAILS_ACQ Enabled Enables viewing operator details in acquisitions pages
VIEW_OPERATOR_DETAILS_FULFILLMENT Disabled Enables viewing operator details in fulfillment pages
VIEW_OPERATOR_DETAILS_REPOSITORY Disabled Enables viewing operator details in repository pages
VIEW_OPERATOR_DETAILS_USER_MANAGEMENT Disabled Enables viewing operator details in user management pages

Privileges for VENDOR_MANAGER

Privilege Default State Privilege Description
AUTO_USAGE_DATA_RECOMMENDATIONS Enabled Enables the usage/edit of the recommendation type "Automatic usage data"
DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information
ELECTRONIC_INVENTORY_VIEW Enabled
  • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
  • API - Retrieve list of collections / portfolios
  • API - Retrieve collection / portfolios by ID
LOAD_USAGE_DATA_RECOMMENDATIONS​ Enabled Enables the usage/edit of the recommendation type "Load usage data"
MANAGE_CONTACT_INFORMATION Enabled Any entity that has a user in the background. Vendor, Vendor account, library etc.
MANAGE_EXPORTS Enabled Controls the "manage exports"
MANAGE_VENDOR_ACCOUNTS_GLOBALLY Enabled N/A
MANAGE_VENDORS Enabled Manages vendor and vendor account. See the action edit for the Vendor.
PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
PHYSICAL_SEARCH_LABEL_MANAGEMENT Enabled Enables libraries to choose different roles for managing labels in physical inventory searches.
PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name appears.
REPOSITORY_LABEL_MANAGEMENT Enabled Enables adding local labels to records in Titles search results.
TABLE_CONFIG_FULL Enabled Relates to the configuration table. All of the access to the configuration tables (which are not code or mapping tables) needs this privilege. Acquisitions do not use this privilege.
UPDATE_UXP_PREFERENCE Disabled Controls the UX rollout preference.
VENDOR_MANAGER_ANALYTICS Enabled N/A
VIEW_ALL_VENDORS_DATA Enabled See vendors with all of their tabs, Links to vendor from PO line, links to vendor in Acquisitions menu, see vendors in search options.
VIEW_LOAN_DETAILS_PRIVILEGE Disabled When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
VIEW_OPERATOR_DETAILS Disabled Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
VIEW_OPERATOR_DETAILS_ACQ Enabled Enables viewing operator details in acquisitions pages
VIEW_OPERATOR_DETAILS_FULFILLMENT Enabled Enables viewing operator details in fulfillment pages
VIEW_OPERATOR_DETAILS_REPOSITORY Disabled Enables viewing operator details in repository pages
VIEW_OPERATOR_DETAILS_USER_MANAGEMENT Disabled Enables viewing operator details in user management pages

Privileges for VIEW_MANAGEMENT

Privilege Default State Privilege Description
PHYSICAL_SEARCH_LABEL_MANAGEMENT Enabled Enables libraries to choose different roles for managing labels in physical inventory searches.
REPOSITORY_LABEL_MANAGEMENT Enabled Enables adding local labels to records in Titles search results.
VIEW_MANAGEMENT Enabled Controls view management in Primo

Privileges for WORK_ORDER_OPERATOR

Privilege Default State Privilege Description
CHANGE_ITEM_INFO_PRIVILEGE Enabled Controls the Change Item Information tab in scan in items
DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information
ELECTRONIC_INVENTORY_VIEW Enabled
  • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
  • API - Retrieve list of collections / portfolios
  • API - Retrieve collection / portfolios by ID
MANAGE_EXPORTS Enabled Controls the "manage exports"
PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name appears.
QUICK_DOCUMENT_DELIVERY Enabled Enables accessing the Document Delivery page. On this page you can deliver all digital documents on the Document Delivery page without needing to work through the complete Pick from Shelf workflow.
TABLE_CONFIG_FULL Enabled Relates to the configuration table. All of the access to the configuration tables (which are not code or mapping tables) needs this privilege. Acquisitions do not use this privilege.
UPDATE_UXP_PREFERENCE Disabled Controls the UX rollout preference.
VIEW_LOAN_DETAILS_PRIVILEGE Disabled When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
VIEW_OPERATOR_DETAILS Enabled Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
WORK_ORDER_OPERATOR_ANALYTICS Enabled N/A
WORK_ORDER_PRIVILEGE Enabled Enables send items to receiving department