1. Version 18 Upgrade: Privileges

2. 2 All of the information in this document is the property of Ex Libris Ltd. It may NOT, under any circumstances, be distributed, transmitted, copied, or displayed without the written permission of Ex Libris Ltd. The information contained in this document has been prepared for the sole purpose of providing information for training. The material herein contained has been prepared in good faith; however, Ex Libris disclaims any obligation or warranty as to its accuracy and/or suitability for any usage or purpose other than that for which it is intended. © Ex Libris Ltd., 2006

3. Version 18 Upgrade: Privileges 3 Goal To demonstrate changes between versions 17 and 18 of the ALEPH Privileges.

4. Version 18 Upgrade: Privileges 4 Tools ALEPH PC Client (any module), version 18 Demo databases: USM01 (bibliographic), USM50 (administrative, USM60 (holdings PuTTY, free Telnet/SSH client available from http://www.chiark.greenend.org.uk/~sgtatham/ putty/download.html Handout: Version 18 Overview of Changes: Privileges

5. Version 18 Upgrade: Privileges 5 Additional Documentation Ex Libris Documentation Center, www.exlibrisgroup.com/docportal where the following documentation is found: www.exlibrisgroup.com/docportal ALEPH Version 18 Release Notes ALEPH Version 18 User Guide ALEPH Version 18 System Librarian Guide ALEPH Version 18 Configuration Guide ALEPH Version 18 Oracle Tables Documentation available upon request.

6. Version 18 Upgrade: Privileges 6 Agenda 1.Review of Privileges in ALEPH 2.Password Management 3.New Staff Privileges

7. 1. Review of Permissions/Privileges

8. Version 18 Upgrade: Privileges 8 Three Types of Privileges 1.Patron Privileges 2.Patron Profile 3.Staff Privileges

9. Version 18 Upgrade: Privileges 9 The Local Patron Record Specific definitions for the patron in the Archives sublibrary.

10. Version 18 Upgrade: Privileges 10 Local Patron’s Defaults Definition A table* defines default parameters per sublibrary (or group of sublibraries), by Patron Status: 1 1 1 1 1 1 1 1 ! 1 2 3 4 5 6 7 8 9 0 1 2 3 14 15 6 7 8 9 !!!!!-!!-!-!-!-!-!-!-!-!-!-!-!-!!!!!!!!-!!!!!!!!!!-!-!-!-!! ALEPH 10 N N N N Y Y N N C + D 00000028 0000000000 N Y N 30 UEDUC 01 Y Y Y N Y Y Y N C A 20041001 0000000000 N N Y 30 UEDUC 02 Y Y Y N Y Y Y N C A 20041001 0000000000 N N Y 30 UEDUC 03 Y Y Y N Y Y Y Y F A 20041001 0000000000 Y N Y 20 UEDUC 04 Y Y N N Y N N N C A 20041001 0000000000 N N N 30 Patron Status RenewMultiple holds Expiry date SublibraryReading Room *tab31

11. Version 18 Upgrade: Privileges 11 Local Patron Privileges For each sublibrary (or on the ADM library level), there are defaults defined for each Patron Status. Click “Get Defaults” to see those defaults, based on table setup: The Table- driven defaults

12. Version 18 Upgrade: Privileges 12 Patron Profile Defines defaults for OPAC users.

13. Version 18 Upgrade: Privileges 13 Staff Privileges The Staff Privileges function enables you to add new librarians (users) to the system and to assign them passwords and access rights.

14. 2. Password Management

15. Version 18 Upgrade: Privileges 15 Password Management Additional staff details and password attributes Personal information Blocking Expiration Password structure

16. Version 18 Upgrade: Privileges 16 Password Management In version 18 additional fields for staff details have been introduced:

17. Version 18 Upgrade: Privileges 17 Password Management In version 18 additional fields for staff details have been introduced:

18. Version 18 Upgrade: Privileges 18 Fields Added in Version 18 NAME (100). DEPARTMENT (100). EMAIL (100). ADDRESS (200). TELEPHONE (20). NOTE-1 (200). NOTE-2 (200). BLOCK (Y/N) BLOCK-REASON (200). Z66-OLD-USER-PASSWORD (5 max.) Z66-NAME Z66-DEPARTMENT; Z66-EMAIL; Z66-ADDRESS; Z66-TELEPHONE; Z66-NOTE-1; Z66-NOTE-2; Z66-ILL-UNIT; Z66-OPEN-DATE; Z66-UPDATE-DATE; Z66-EXPIRY-DATE; Z66-LAST-ALERT-DATE; Z66-LAST-LOGIN-DATE; Z66-BLOCK; Z66-BLOCK-REASON; Z66-NO-FAIL

19. Version 18 Upgrade: Privileges 19 Password Features (optional) $alephe_tab/tab100 Set the minimum length for passwords: MINIMUM-PASSWORD-LENGTH=nn (max. 10) Passwords must be a combination of alpha and numeric characters: ALPHA-NUMERIC-PASSWORD=Y/N Require a password change immediately after new user’s first login: FIRST-LOGIN-PASS-CHANGE=Y/N

20. Version 18 Upgrade: Privileges 20 Password Features (optional) Users are locked/disabled when not used for a specified period of time: PASSWORD-NO-USE-PERIOD=ddd Users are locked/disabled after three failed login attempts: PASSWORD-FAIL-BLOCK=Y/N Require passwords to be changed periodically: PASSWORD-CHANGE-PERIOD=ddd

21. Version 18 Upgrade: Privileges 21 After expiry date the user is blocked, but can be re-instated. It will not be possible to re-use old passwords (up to five). Password Features (optional)

22. Version 18 Upgrade: Privileges 22 It will be possible to set an expiration date to the users account (Z66-EXPIRY-DATE). It will be possible to immediately block a user’s account by setting the new “Block” field to Y. Standard Password Structures (optional)

23. 3. New Staff Privileges

24. Version 18 Upgrade: Privileges 24 Item Deletion Block Override Permission Allows user to delete an item that has delete- preventing blocks, i.e. an item with holds or booking requests. Staff Privileges>Access Rights>xxx50>Item Control>Item Delete by Override a Block

25. Version 18 Upgrade: Privileges 25 Invoice Printing Permission Allows printing of invoice in Acquisitions module>Invoice tab>[G] General Invoice Staff Privileges>Access Rights>xxx50>Acquisitions>Print Invoice with Line Items

26. Version 18 Upgrade: Privileges 26 Two new permissions have been added to control viewing and updating Maintenance Profiles. Controls ability to view or create/update from within the Circulation module>Items tab>[R] Maintenance Record node.

27. The End Thank you!