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About institution and group-level management

Find a comparison of available tasks for institution management and group-level management.

Institution and group-level management

Institution management Group management
  • Manage your own instance of WMS 
  • Configure circulation policies specific to your institution that apply across the group
  • Create and edit your own holdings
  • Create and edit your own patrons
  • Prefer to fulfill holds for your patrons before patrons of other institutions in your group
  • Limit holds so that only patrons from your branch or institution can place holds for items in specific locations
  • Manage who can pay or waive your institution's bills 
  • Lend items to patrons from other institutions in your group (depending on circulation policies)
  • View records held by other institutions in your group
  • View any patron accounts created by institutions in your group
  • Single hold queue across the group