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Please note that this page is a draft area being used to collect and document information as the permissions and roles work is defined with Alma. What is listed here will be iterative throughout our migration and feedback to any member of the LSP SG is welcome.

Reference documentation

Managing User Roles (Ex Libris Knowledge Center): link

Configuring Role Profiles (Ex Libris Knowledge Center): link

Using Roles and Role Profiles

Alma calls permissions “roles”. Examples of roles in Alma include “Circulation Desk Operator”, “Purchasing Manager”, and “Cataloging Administrator”.

Alma also has a feature called “role profiles”, where we can create custom grouping of roles with Duke-specific names. The idea is to support creating a role profile for a specific type of job, and then assigning the role profile to the user, so that each user with that type of job gets the same set of roles. We will assign roles to Duke users of Alma using this feature.

During the training period, we will create role profiles that correspond to library jobs, both at DUL and the professional schools, and assign them to users as they begin training.

Staff participating in training will be asked to share feedback if they do not have permissions to something that they need, or if they see something in Alma that they did not expect to be able to see. We expect that role profiles will change during training, and staff may find that what they can or can’t see in Alma changes during the training period as we make adjustments.

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