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The Deliver tab displays e-docs and interfaces for circulation and patron management. The Describe tab displays e-docs and interfaces for cataloging processes. TheSelect/Acquire tab displays the list of transactions and functions that are associated with the financial processes and purchases as well as the E-Resource Record, the beginning feature of electronic resource management. The Licensing tab includes the License Request e-doc and it's related maintenance documents. The Administration menu tab displays the list of functions that the only technical staff or super users in the functional area are likely to use.
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Bookmark any page within OLE. This will allow you to easily navigate back to an interface or e-doc in one click, just log in. |
OLE Deliver Menu
The Deliver menu lists interfaces and electronic documents that persons with circulation permissions may access.
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Each of these submenus is further subdivided.
For information on working with the Deliver functions listed on this tab, see the Deliver documentation on the OLE Documentation Portal.
OLE Describe Menu
The Describe menu lists interfaces and electronic documents that persons with cataloging permissions may access.
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Each of these submenus is further subdivided.
For information on working with the Describe functions listed on this tab, see the Describe documentation on the OLE Documentation Portal.
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Each of these submenus is further subdivided.
For information on working with the Select and Acquire functions listed on this tab, see the Select and Acquire documentation on the OLE Documentation Portal.
OLE Licensing Menu
The Licensing menu lists interfaces and electronic documents that persons with licensing permissions may access.
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Each of these submenus is further subdivided.
For information on working with the Licensing functions listed on this tab, see the Select/Acquire documentation on the OLE Documentation Portal.
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For information about using functions that are accessible via the Admin menu tab , see System Administrative Function on the OLE Documentation Portal.
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To return to the original state - logged in only as ole-khuntley - click the Logout button:
User ID's & Roles
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| Module | Role Name | User IdID | Permission Descriptions |
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OLE_Load | ole-jpaul | Staff upload interface and Load Reports search | |
OLE_Selectors | ole-cstan | Create requisitions | |
OLE_Selectors_ serial | ole-lreeder | (above, for continuing orders) | |
OLE_Super-Selectors | ole-mandrew | Same as Selectors, plus Assign any requisitions in OHQ | |
OLE_Acquisitions | ole-fermat | All of above, plus processing Purchase Orders, Purchase Order Amendments, APO-automatic Purchase Orders, Vendor. | |
OLE_Acquisitions_serial | ole-smills | (above, for continuing orders) | |
OLE_ACQ-Mgr | ole-hachris, | All of above, plus approval actions for above users. | |
OLE_ACQ_mgr_serial | ole-bperser | (above, for continuing orders) | |
OLE_RCV | ole-mshaun | Staff users for receiving documents (blanket approve), and can create unapproved Invoices/PREQ | |
OLE_Receive_Mgr | ole-msmith | Same as OLE_RCV plus can approve Receiving Correction documents. | |
OLE_Invoicing | ole-jshowalter | Create PREQ- Payment Requests (i.e. vendor invoicing) | |
OLE_Payment | ole-abeal | Approve Payment Requests (i.e. Payment) | |
Fiscal Officers | ole-rorenfro, | Account/CoA or Fund, functions outside of Purchasing workflows | |
OLE-VND Reviewer | ole-eurainer | Approve NEW vendors created by Acquisitions staff. | |
(super user & foreign purchases) | ole-khuntley |
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Role | User Id | Permission Descriptions | |||
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OLE_Cataloging_Admin | admin | Initial cataloging role for editing and management of code lists/controlled value listsDescription | |||
| Describe | Batch Cataloging | catbatch | Authorized to do batch imports and exports | ||
| Describe | Cataloger 1 | cat1 | Authorized for all Describe functions; permission to administer cataloging within assigned work unit | ||
| Describe | Cataloger 2 | cat2 | Authorized for all Describe functions except batch imports and bound-withs; permission to administer cataloging within assigned work unit | ||
| Describe | Cataloger Supervisor | catsup | Authorized for all Describe functions; permission to administer cataloging within assigned work unit(s) | ||
| Describe | Cataloging Super User | admin; supercat | Authorized for all Describe functions; permission to administer cataloging in all work units | ||
| Describe | Describe Read only | describereadonly | Authorized only to view records in Describe | ||
| Describe | Full Cataloging | catfull | Authorized for all Describe functions without limitation by ownership,work unit, bibliographic status or any other field-level permission restriction | ||
| Describe | OLE_Cataloging_Admin | admin; admin1 | Initiate Catalogue Document | ||
| Describe | Temporary (Student) Staff Cataloger 1 | tempcat1 | Authorized to create and edit holdings/items within assigned work unit | ||
| Deliver | Operator | edna | Operator | ||
| Select/Acquire | OLE_LicenseAssignee | OLE_LicenseManager | This role will have the persons who can assign the License Request Document. | ||
| Select/Acquire | OLE_LicenseConfiguration | admin | This is a licensing superuser with authority to set default system configuration VALUES, such as the default notification period after inactivity. | ||
| Select/Acquire | OLE_LicenseManager | frank | Group of users who actually do the work of license negotiation used for routing purposes. | ||
| Select/Acquire | OLE_LicenseReviewer | edna | This role is a person with the authority to sign a license. | ||
| Select/Acquire | OLE_Licenses | fred | OLE_Licenses are the assignees for Requisitions requiring licenses or license negotiations. This role is the “owner” ?owner? of the license agreement, and has full edit, attachment, routing, and status change permissions. | ||
| Select/Acquire | OLE_LicenseManagerLicenseViewer | frank | Group of users that actually do the work of license negotiation used for routing purposes. Same permissions as OLE_Licenses. At a given institution, some staff might do work of requesting licenses / uploading files and adding metadata vs. actually doing the license negotiation? | <any Kuali user> | License documents and Search on Licenses have very limited permissons. This role can \"view only\" Agreements, Agreement docs, License Requests. |
| Select/Acquire | OLE_Licensing_Approver | supervisr | OLE_Licensing_Approver will receive License Requests in status “Complete” ?Complete? as final step in workflow. Possible actions: Blanket Approve (to complete workflow), or Disapprove (requires Event Log entry and returns edoc to designated workflow. | ||
| Select/Acquire | OLE_LicenseConfigurationSignatory | admineric | This role is a licensing superuser person with the authority to set default system configuration values, such as the default notification period after inactivity. Can upload and delete one or more Checklist Template documents for the Kuali OLE site. Can create and edit the vocabulary of License Request statuses and locations for a Kuali OLE site. | ||
OLE_Signatory | eric | This role is a person with the authority to sign a license. Note: this role may not be used within OLE if license must be signed by an external party (outside of OLE). | |||
OLE_LicenseViewer | kuluser | License documents and Search on Licenses are very limited permissions. This role can "view only" Agreements, Agreement docs, License Requests. | |||
OLE_LicenseReviewer | edna | This role is a person with the authority to sign a license. | |||
Operator | edna | System user who can loan materials | |||
Unit Manager | dev1 | System user who can loan and override loan | |||
Deliver Admin | admin | System user who can initiate and map circulation desks | |||
Patron Manager | adminsign a license. Note: this role may not be used within OLE if license must be signed by an external party (outside of OLE). | ||||
| Deliver | Circ Desk Attendant I | tester; tester1; testrole; user1 | Circ Desk Attendant I | ||
| Deliver | Circ Desk Attendant II | edna; eric | Circ Desk Attendant II | ||
| Deliver | Circulation Supervisor | dev1; dev2 | Circulation Supervisor | ||
| Deliver | Deliver Admin | admin; admin1 | Deliver Admin | ||
| Deliver | Full Circulation Attendent | dev1; dev2 | Edit Patron Document | ||
| Deliver | Limited Circulation Attendent | testuser1; testuser 2 | View Patron Document,no access to borrowerType | ||
| Deliver | Location Administrator | admin; admin1 | Edit and View the Location Level Document | ||
| Deliver | Operator | API; dev2; edna; eric; PALCI | Operator | ||
| Deliver | Patron Manager | admin; admin1 | All the Permissions of Patron and BorrowerType | ||
Full Circulation Attendent | dev 1 | Edit Patron Document | |||
Limited Circulation Attendent | testuser1 | View Patron Document,no access to borrowerType | |||
Location Administrator | admin | Edit and View the Location Level Document | |||
Shelving Location Administrator | dev1 | View Location Level DocumentDeliver | Shelving Location Administrator | dev1; dev2 | View Location Level Document |
| Deliver | Super Circulation Supervisor | admin; admin1 | Super Circulation Supervisor | ||
| Deliver | Unit Manager | dev1; dev2 | UnitManager | ||
| Select/Acquire | Accounts Payable Processor | ole-aatwood; ole-jxlinder | Accounts Payable users who can initiate Payment Requests and Credit Memo documents. They also have several permissions related to processing these document types and receive workflow action requests for them. | ||
| Select/Acquire | Accounting-AQ1 | ole-brunelle | This Role is for View only document(Not for edit) | ||
| Select/Acquire | Accounting-AQ2 | ole-cphovis | This Role is for low-level staff with specific needs only. This role is able to create and edit selected functions: payment requests, credit memos, disbursement vouchers, invoices) | ||
| Select/Acquire | Accounting-AQ3 | ole-cstan; ole durbin | This Role is for staff performing function. This role is able to create and edit all functions (payment requests, purchase orders, credit memos, disbursement vouchers, invoices). | ||
| Select/Acquire | Accounting-AQ4 | ole-earley; ole-ejacob | This Role is for when you want to restrict deletion to high-level staff. This role is able to create edit or delete all functions (payment requests, purchase orders, credit memos, disbursement vouchers, invoices, COA maintenance). | ||
| Select/Acquire | Acquisitions-AQ1 | ole-brunelle | This Role is for View only document(Not for edit) | ||
| Select/Acquire | Acquisitions-AQ2 | ole-cphovis; ole-ejacob | This Role is for low-level staff with specific needs only. This role is able to create and edit selected functions (receiving, purchase orders, requistions, payment requests). | ||
| Select/Acquire | Acquisitions-AQ3 | ole-cstan; ole-durbin | This Role is for staff performing function.This role is able to create and edit all functions (receiving, purchase orders, requistions, payment requests, vendors). | ||
| Select/Acquire | Acquisitions-AQ4 | ole-cstan; ole-earley | This Role is for when you want to restrict deletion to high-level staff. This role is able to create edit or delete all functions (receiving, purchase orders, requistions, payment requests, vendors, PURAP maintenance). | ||
| Select/Acquire | Acquisitions-AQ5 | ole-ejacob; ole-fermat; ole-flaherty | This role can perform functions and assign appropriate security level to others (receiving, purchase orders, requistions, payment requests, vendors, PURAP maintenance). | ||
| Select/Acquire | Collection Management | admin | This Role can close/cancel E-Resource Record if it is currently assigned to this group and Can approve/route to Acquisitions for purchase. | ||
| Select/Acquire | Financial-AQ1 | ole-brunelle | This Role is for View only document(Not for edit) | ||
| Select/Acquire | Financial-AQ2 | ole-cphovis | This Role is for low-level staff with specific needs only. This role is able to create and edit selected functions (purchase orders, payment requests). | ||
| Select/Acquire | Financial-AQ3 | ole-durbin; ole-fermat | This Role is for staff performing function. This role is able to create and edit all functions (purchase orders, payment requests, invoices). | ||
| Select/Acquire | Financial-AQ4 | ole-earley; ole-ejacob | This Role is for when you want to restrict deletion to high-level staff. This role is able to create edit or delete all functions (budget documents, transfer funds, deposit documents, COA maintenance, purchase orders, payment requests, edit sufficient fund checks and restrictions). | ||
| Select/Acquire | Financial-AQ5 | ole-cstan; ole-flaherty | This role can perform functions and assign appropriate security level to others (budget documents, transfer funds, deposit documents, COA maintenance, , purchase orders, payment requests, edit sufficient fund checks and restrictions). | ||
| Select/Acquire | OLE_Acquisitions-select | admin; admin1 | This Role performs can create edit view but not delete E-Resource Records. | ||
| Select/Acquire | OLE_Cataloger | admin1 | This role can only view E-Resource Record. | ||
| Select/Acquire | OLE_E-Resource | admin | This role Can create edit delete E-Resource Record start any sub-workflow link to GOKb particular focus is on Activation and using the AccessDashboard. | ||
| Select/Acquire | OLE_E-ResourceManager | This role manages site-wide configurations like values for the E-Resource status and time periods for alerts. | |||
| Select/Acquire | OLE_Head | admin | This Role performs can create edit view but not delete E-Resource Records. | ||
| Select/Acquire | OLE_Load | ole-ejacob; ole-jpaul | This Role is assigned to admin for Loading | ||
| Select/Acquire | OLE_Selector | admin | This Role edits, creates and close/cancel the E-Resource records if it is currently assigned to this group and also can begin the Trial | ||
| Select/Acquire | Operator | dev2 | Operator for Serial Receiving | ||
| Select/Acquire | Receiving-AQ1 | ole-brunelle | This Role is for View only document(Not for edit) | ||
| Select/Acquire | Receiving-AQ2 | ole-cphovis; ole-ejacob | This Role is for low-level staff with specific needs only. This role is able to create and edit selected functions (receiving). | ||
| Select/Acquire | Receiving-AQ3 | ole-durbin | This Role is for staff performing function. This role is able to create and edit all functions (receiving, payment requests, purchase orders, invoices). | ||
| Select/Acquire | Receiving-AQ4 | ole-cstan; ole-earley | This Role is for when you want to restrict deletion to high-level staff. This role is able to create edit or delete all functions (receiving, payment request,purchase orders, invoices, receiving maintencance). | ||
| Select/Acquire | Reviewer | ole-cofya; ole-eurainer; ole-jtlieb | This role receives workflow action requests for the Vendor document. |