managing multi-level patrons and staff users judy levi, senior product analyst olybris, ex libris...
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Managing Multi-Level Patrons and Staff Users
Judy Levi, Senior Product Analyst
Olybris, Ex Libris Seminar 2005
Kos, April 2005
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Agenda
IntroductionStaff Users and PrivilegesPatron Sharing – Interactive ALEPHPatron Sharing – Batch JobsTechnical details
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Introduction – Why?
A group of libraries can band together for cooperation on various levels, and for various reasons, some of which follow:
Common catalog (union)Resource sharing (patron empowerment)Common collection developmentCooperative cataloging
However, each institution wants to:Remain an independent financial and management unit.Maintain control over its data.
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Introduction – What?
Problem: Achieve ADM independence and control.
Shared Oracle® tablesShared Configuration tables
Solution: The ADM level has been added to Oracle® records.
Staff privileges
Patrons
Solution: Configuration tables were moved from ALEPH to ADM, and from BIB to ADM.
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Staff User Privileges – ADM Control
Problem: Define the libraries that constitute an ADM environment.
Solution: PAS line in the ./alephe/library_relation configuration table defines the ALEPH libraries that are included in the environment of a single ADM library.
PAS USM50 USM01 USM10 USM60 USM20 USM30 USR00PAS USM51 USM01 USM10 USM60 USR00
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Staff User Privileges – ADM control
PAS USM50 USM01 USM10 USM60 USM20 USM30 USR00
PAS USM51 USM01 USM10 USM60 USR00
User library = USM50 User can be assigned permissions in USM01, etc.
User library = USM51 User can be assigned permissions in USM01, etc.
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User Privileges – Organization Levels
ALEPH/ALEPHSUPER Admin
ADMAdmin
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User Privileges – Organization Levels
User Library – ADMIN or ADM library environment in which the user is assigned privileges
ADMIN – empowered for all libraries; “hidden” value is not listed in the dropdown menu.
ADM – empowered for libraries within the ADM environment.
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Staff User Privileges – ADMIN User
15.2 16 – ADMIN user
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Staff User Privileges – ADM User
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Staff Privileges – Create ADM Administrator
Log in as ALEPH
New user for ADM administratorUser Library = ADM library (e.g. USM51)
Access Rightspw_library (e.g. USR00)“Staff Privileges (Passwords) / Global”
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Staff Privileges – Use ADM Administrator
Log in as the ADM UserCreate User
User Library can only be USM51“OWN” assignments are from USM51Budgets are from environment libraryOrder Units/Sub libraries are from environment library
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Patron Records
Physical OrganizationGlobal patron record + addresses + indexes are stored in the usr_library (e.g., USR00).Local patron is stored in library (e.g., USM50, USM51), although local patron can be stored in usr_library, through LS in file_list (common ALEPH record).
Logical OrganizationEach ADM library can define whether its patron records are shared or not.
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Patron Records – Structure
Z303, Z304, Z308, Z353 are in usr_library.Z305 is assumed to be local, and is in library’s file_list.Each ADM library can define whether its patron records are shared or not; all IDs must be unique.Z353 is new table that improves the Patron List “Local patrons Only” response time, and was created by p_cir_25 (for all or for a single ADM library).
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Non-shared Patrons
Options for user sharing / non-sharing are set in the ADM library’s tab100. Therefore, setup options are specific to a library environment.
Non-shared patrons can use same alternate key (barcode) but must use a different internal-ID.
The Patron List display depends on its connected library.
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tab100 and Patrons
USER-SHARING Are the library’s patrons shared with other ADMs?
USER-PERMISSIONWho can update the global (Z303) record?
Controlled by home library, or by local library registration.
USER-IDS-PERMISSIONWho can view the additional IDs (Z308) record?
Controlled by local library registration.
USER-ADDR-PERMISSIONWho can update the address (Z308) records?
Controlled by home library, or by local library registration.
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tab100 and Patrons
USER-HOME-PERMISSION (v.17)Based on the Patron’s Home Library, system-wide control of update for:
Global recordAddressesAdditional IDs
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Batch Update for Shared Patrons – cir-77
Update Global Delinquencytab_check_circ
B-CIR-77 sectioncheck 1_b
Checks local patron blocks in all ADM libraries; if blocked in any ADM library, Global Patron Block 3 (Z303-DELINQ-3 and Z303-DELINQ-3-N) are set to “99.”
Update Expiration DateUpdates expiration dates for all Local records, according to the date in the Patron's Home Library record.
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Batch Update for Shared Patrons – cir-77
Delete Patron RecordsDeletes the patron if Global Note 2 field has “DELETE,” using a two-step process:
The system checks whether the patron has any liabilities and replaces “DELETE” by “to-del date.”The next time the service is run, this patron's records (global, local, address, etc.) will be deleted.
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Batch Update for Shared Patrons – cir-77
Delete Patron RecordsDeletes the patron if Global Note 2 field has “DELETE,” using a two-step process:
The system checks whether the patron has any liabilities and replaces “DELETE” by “to-del date.”The next time the service is run, this patron's records (global, local, address, etc.) will be deleted.
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