InPort User Roles

Overview

InPort User Roles allow users to perform specific operations in InPort. Roles are authorized and managed by Librarians and Data Stewards for their organizations. For step-by-step instructions on how to assign roles, please consult the help guide on User Creation.

InPort User Roles vs. Support Roles

InPort User Roles are different from Support Roles. Support Roles document various metadata-related roles or responsibilities that a person, organization, or position can have in relation to a metadata record, such as a Distributor, Point of Contact, Metadata Contact, etc. A party assigned as a Support Role may not necessarily have a user account on InPort.

In contrast, a User Role can only be assigned to a person who has a user account on InPort. The User Role enables certain operations that the user is allowed to perform on InPort.

Role Scope

InPort User Roles have 4 different possible scopes:

InPort-Wide: A role which is effective across all Organizations and Libraries in InPort.
Organization Group: A role which is effective for a specific Organization Group (e.g. Line Office) and its respective Libraries.
Organization: A role which is effective for a specific Organization and its Library.
Catalog Item: A role which is effective for a specific Catalog Item and all of its descendants.

List of InPort User Roles

Role	Scope	Description
Reader	Catalog Item	Allows a user to view a Catalog Item and its descendants in any Workflow State. Also allows the affected Catalog Items to be returned in search results.
Author	Catalog Item	Allows a user to edit any of the descendants of a Catalog Item when it is in Draft state. (Note that Authors cannot edit the root Catalog Item they were assigned to.) Authors also receive all Reader privileges for the Catalog Item and its descendants.
Publisher	Catalog Item	Allows a user to approve, publish, and withdraw a Catalog Item and its descendants. Also allows a user to edit a Catalog Item and its descendants in Draft or Review/Revise state. Publishers also receive all Author privileges for the Catalog Item and its descendants.
ACDO	Organization	Allows a user to approve Data Management Plans (DMPs) at the Line Office level, transitioning the DMP from an organizational Approved state to the ACDO Approved state, which is unique to DMPs. ACDOs also receive all Publisher privileges for all Catalog Items in every organization's library under their Line Office.
Librarian	Organization	Allows a user to create and manage InPort Users and User Roles for persons in their organization. Also allows a variety of administrative functions in InPort, such as Shared Component management, deletion of previously published Catalog Items, bulk operations on Catalog Items, etc. Librarians also receive Publisher privileges for all Catalog Items in their organization's library.
Sys Admin	InPort-Wide	Gives a user access to all possible operations in InPort.

Role

Scope

Description

Reader

Catalog Item

Allows a user to view a Catalog Item and its descendants in any Workflow State. Also allows the affected Catalog Items to be returned in search results.

Author

Catalog Item

Allows a user to edit any of the descendants of a Catalog Item when it is in Draft state. (Note that Authors cannot edit the root Catalog Item they were assigned to.) Authors also receive all Reader privileges for the Catalog Item and its descendants.

Publisher

Catalog Item

Allows a user to approve, publish, and withdraw a Catalog Item and its descendants. Also allows a user to edit a Catalog Item and its descendants in Draft or Review/Revise state. Publishers also receive all Author privileges for the Catalog Item and its descendants.

ACDO

Organization

Allows a user to approve Data Management Plans (DMPs) at the Line Office level, transitioning the DMP from an organizational Approved state to the ACDO Approved state, which is unique to DMPs. ACDOs also receive all Publisher privileges for all Catalog Items in every organization's library under their Line Office.

Librarian

Organization

Allows a user to create and manage InPort Users and User Roles for persons in their organization. Also allows a variety of administrative functions in InPort, such as Shared Component management, deletion of previously published Catalog Items, bulk operations on Catalog Items, etc. Librarians also receive Publisher privileges for all Catalog Items in their organization's library.

Sys Admin

InPort-Wide

Gives a user access to all possible operations in InPort.