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How to decide which roles are needed for a staff member

In May 2024 the Library Services Platform Steering Group recommending using these roles with the following guidance.

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A staff member’s manager is best placed to know what kind of data they might need to report on, and should be the person to request access for staff.

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Requests must come from a staff member’s supervisor or manager. Managers may request that their staff be assigned one or more

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Designs Analytics roles based on the business needs of the department. LSIS will review the request, and if there are any concerns with

If managers determine that a staff member needs reporting access to all three areas, or needs access to an analytics subject area otherwise not included in the more granular roles, the staff member should be assigned Designs Analytics.

Please note the following guidance in determining needed roles:

  • If a staff member needs access to report on Work Orders, they need access to Designs Analytics - Fulfillment or Designs Analytics so that they can report on the Requests subject area.

  • If a staff member reports on how items are used, but only needs loan usage measures over time, that data is included in the Physical Items subject area, part of Designs Analytics - Resources.

  • If a staff member needs to able to report on Leganto usage, they need Designs Analytics, as Leganto is not included in any of the more granular roles.

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Generally, administrator roles are not assigned widely to staff. However, the Analytics Administrator role provides some functionality that is needed by staff outside of system administration, namely being able to schedule reports to send to others, and share reports to be run ad-hoc as “Analytics objects” with by other Alma users.

Analytics users who need to create reports must have a Designs Analytics role of some type; just granting Analytics Administrator will not let them create reports.

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