Circulation account roles
- Laatst bijgewerkt
- Opslaan als pdf
The translation on this website may be generated by machine translation. The quality and accuracy of machine translation can vary significantly from one text to another. Read the page in original English here.
Understand WorldShare Circulation account roles.
WorldShare Admin
For more information about roles and managing accounts, see WorldShare Admin, User management.
To view all available WorldShare roles, see WorldShare Admin, Roles.
Roles
- Circulation Admin
- Circulation Desk
- Student Worker
- Student Worker Circulation
- Circulation Desk Privacy
- Student Worker Restricted
- Circulation Reports Viewer
Online Payments configuration roles:
Refer to Online payments configuration.
- Payments Admin
- Payments Manager
- Payments Tester
Circulation role comparison
Service Configuration
Action | Roles | |||||
---|---|---|---|---|---|---|
Circulation Admin | Circulation Desk | Student Worker | Student Worker Circulation | Circulation Desk Privacy | Student Worker Restricted | |
Access the WMS Circulation section of the OCLC Service Configuration. See OCLC Service Configuration roles for more information. | x | This cell is empty. | This cell is empty. | This cell is empty. | This cell is empty. | This cell is empty. |
Access the My Account section of the OCLC Service Configuration. See OCLC Service Configuration roles for more information. | x | This cell is empty. | This cell is empty. | This cell is empty. | This cell is empty. | This cell is empty. |
Administrative
Action | Roles | |||||
---|---|---|---|---|---|---|
Circulation Admin | Circulation Desk | Student Worker | Student Worker Circulation | Circulation Desk Privacy | Student Worker Restricted | |
Manage WSKeys at the OCLC Developer Network. | x | This cell is empty. | This cell is empty. | This cell is empty. | This cell is empty. | This cell is empty. |
Analytics
Note: See Reports and Report Designer roles for a list of available standard reports and associated roles.
Action | Roles | ||||||
---|---|---|---|---|---|---|---|
Circulation Admin | Circulation Desk | Circulation Reports Viewer | Student Worker | Student Worker Circulation | Circulation Desk Privacy | Student Worker Restricted | |
View content in the Analytics module, including Reports available via My Files. | x | x | x | This cell is empty. | This cell is empty. | This cell is empty. | This cell is empty. |
Run Circulation Reports from the Analytics module. | x | x | x | This cell is empty. | This cell is empty. | This cell is empty. | This cell is empty. |
Access WorldShare Collection Evaluation's My Library tool from the Analytics module. | x | x | x | This cell is empty. | This cell is empty. | This cell is empty. |
|
Cataloging
Action | Roles | |||||
---|---|---|---|---|---|---|
Circulation Admin | Circulation Desk | Student Worker | Student Worker Circulation | Circulation Desk Privacy | Student Worker Restricted | |
Search WorldCat, local, and temporary item holdings. | x | x | x | x | x | x |
View basic item details, status, statistics, and transaction history. | x | x | x | x | x | x |
Create, update, or delete items associated with a WorldCat LHR. | x | x | x | This cell is empty. | x | This cell is empty. |
Create, update, or delete a temporary or container item. Add or remove items from a container. | x | x | x | This cell is empty. | x | This cell is empty. |
Manually edit the Last Seen statistic from the item Statistics screen. | x | x | x | x | x | x |
Update the Branch Location from the item check in screen. | x | x | x | x | x | x |
Access label printing functionality in My Labels. | x | x | x | This cell is empty. | x | This cell is empty. |
View LHR Change History. | x | x | This cell is empty. | This cell is empty. | This cell is empty. | This cell is empty. |
Assisting patrons
Action | Roles | |||||
---|---|---|---|---|---|---|
Circulation Admin | Circulation Desk | Student Worker | Student Worker Circulation | Circulation Desk Privacy | Student Worker Restricted | |
Access the Circulation module in WorldShare. | x | x | x | x | x | x |
Process in-policy circulation activities on behalf of the patron, such as checkout, renew, place hold/item schedule, or check in. | x | x | x | x | x | x |
Search for existing user accounts. | x | x | x | x | x | x |
Reserve rooms for patrons. | x | x | x | x | x | x |
View a patron's current account:
|
x | x | x | x | x | x |
View a patron's account history and other personal information:
|
x | x | x | x | This cell is empty. | This cell is empty. |
View a patron's name at Check In when the item needs to be held or scheduled for a patron or when a hold has expired in transit to the pickup location. | x | x | x | x | This cell is empty. | This cell is empty. |
View a patron's name when assisting a patron:
|
x | x | x | x | x | x |
View a patron's name when not assisting a patron:
|
x | x | x | x | This cell is empty. | This cell is empty. |
Send a Miscellaneous email to a patron.This cell is empty. | x | x | x | x | x | This cell is empty. |
Checkout
Action | Roles | |||||
---|---|---|---|---|---|---|
Circulation Admin | Circulation Desk | Student Worker | Student Worker Circulation | Circulation Desk Privacy | Student Worker Restricted | |
Within policy, checkout an item to a patron or renew an item already on loan | x | x | x | x | x | x |
Use the Set Due Date feature at Checkout to select a specific due date. | x | x | x | x | x | This cell is empty. |
Use the Change Due Date and Renew with Due Date functions at Checkout to select a specific new due date for an item already on loan. | x | x | x | x | x | This cell is empty. |
Acknowledge and proceed if selected due date is beyond Loan Policy. | x | x | Supervisor required | Supervisor required | x | This cell is empty. |
Fiscal
Action | Roles | |||||
---|---|---|---|---|---|---|
Circulation Admin | Circulation Desk | Student Worker | Student Worker Circulation | Circulation Desk Privacy | Student Worker Restricted | |
Create a patron bill. | x | x | x | x | x | Supervisor required |
Edit the note on an existing patron bill. | x | x | x | x | x | x |
Process payment of a patron bill | x | x | x | x | x | Supervisor required |
Cancel a patron bill | x | x | x | Supervisor required | x | Supervisor required |
Waive a patron bill | x | x | x | Supervisor required | x | Supervisor required |
Process a refund of a patron bill that has been partially paid. | x | x | This cell is empty. | This cell is empty. | x | This cell is empty. |
Process a refund of a patron bill that has been paid in full. | x | x | This cell is empty. | This cell is empty. | This cell is empty. | This cell is empty. |
View the Jobs option when the WMS Patron System Bill Connector is enabled | x | x | This cell is empty. | x | This cell is empty. | This cell is empty. |
Create, update, and run bill connector jobs when the WMS Patron System Bill Connector is enabled | x | x | This cell is empty. | This cell is empty. | This cell is empty. | This cell is empty. |
Holds and schedules
Action | Roles | |||||
---|---|---|---|---|---|---|
Circulation Admin | Circulation Desk | Student Worker | Student Worker Circulation | Circulation Desk Privacy | Student Worker Restricted | |
View the Holds for Review, Pull List, Clear Hold Shelf, and Pickup Location reports | x | x | x | x | x | x |
Update a hold's status from the Pickup Location report | x | x | x | x | x | This cell is empty. |
Forward a hold on the Pull List to be considered by other branches. | x | x | x | x | x | x |
Create a new hold or item schedule. | x | x | x | x | x | x |
Edit a hold's pickup location, dates, note, etc. using the Edit hold request dialog. | x | x | x | x | x | This cell is empty. |
Delete or decline a hold. Use the Delete Hold mode at check-in. | x | x | x | x | x | This cell is empty. |
Move a hold request to the top of the hold queue. | x | x | This cell is empty. | This cell is empty. | x | This cell is empty. |
Edit an item schedule. | x | x | x | x | x | This cell is empty. |
Delete an item schedule | x | x | x | x | x | This cell is empty. |
Manage a hold's item preparation status | x | x | x | x | x | This cell is empty. |
Manage a hold's item approval status | x | x | This cell is empty. | This cell is empty. | x | This cell is empty. |
User management
Online payments configuration
Action | Roles | ||
---|---|---|---|
Payments Admin | Payments Manager | Payments Tester | |
Access the Payment Platform page in the OCLC Service Configuration to configure payment integration with WMS. | x | x | This cell is empty. |
Assign Payment Manager and Payment Tester roles. | x | This cell is empty. | This cell is empty. |
Process online payments when Paysafe is in staff-only mode. | x | x | x |
Overrides
See Admin/General for information about Override credentials.
Action | Roles | |||||
---|---|---|---|---|---|---|
Circulation Admin | Circulation Desk | Student Worker | Student Worker Circulation | Circulation Desk Privacy | Student Worker Restricted | |
Acknowledge and proceed if patron is suspended for circulation | x | x | Supervisor required | Supervisor required | x | Supervisor required |
Acknowledge and proceed if patron is blocked for circulation. | x | x | Supervisor required | Supervisor required | x | Supervisor required |
Acknowledge and proceed if the patron's account is unverified | x | x | Supervisor required | Supervisor required | x | Supervisor required |
Acknowledge and proceed if patron has exceeded their outstanding fine limit. | x | x | Supervisor required | Supervisor required | x | Supervisor required |
Acknowledge and proceed if patron has reached their loan value limit. | x | x | Supervisor required | Supervisor required | x | Supervisor required |
Acknowledge and proceed if patron has exceeded their overdue items limit. | x | x | Supervisor required | Supervisor required | x | Supervisor required |
Acknowledge and proceed if patron has exceeded their claimed limit. | x | x | Supervisor required | Supervisor required | x | Supervisor required |
Acknowledge and proceed with waiving a bill if the patron has exceeded the maximum waive limit. | x | x | Supervisor required | Supervisor required | x | Supervisor required |
Acknowledge and proceed if patron has exceeded their days overdue limit. | x | x | Supervisor required | Supervisor required | x | Supervisor required |
Acknowledge and proceed if patron has reached their loan count limit. | x | x | Supervisor required | Supervisor required | x | Supervisor required |
Acknowledge and proceed if patron has reached their loan value limit. | x | x | Supervisor required | Supervisor required | x | Supervisor required |
Acknowledge and proceed if patron has reached their renewal limit. | x | x | Supervisor required | Supervisor required | x | Supervisor required |
Acknowledge and proceed if the item's Loan Policy allows circulation with an override. | x | x | Supervisor required | Supervisor required | x | Supervisor required |
Acknowledge and proceed if the item is not available for circulation per Collection Type Policy. | x | x | Supervisor required | Supervisor required | x | Supervisor required |
Acknowledge and proceed if the item is in Withdrawn status. | x | Supervisor required | Supervisor required | Supervisor required | Supervisor required | Supervisor required |
Acknowledge and proceed at checkout if the item is needed to fulfill an open hold for a different patron. | x | x | Supervisor required | Supervisor required | x | Supervisor required |
Acknowledge and proceed at checkout if the item is on hold for a different patron. | x | Supervisor required | Supervisor required | Supervisor required | Supervisor required | Supervisor required |
Acknowledge and proceed at checkout if an item is within its embargo period to fulfill an upcoming schedule. | x | x | Supervisor required | Supervisor required | x | Supervisor required |
Acknowledge and proceed at checkout if the item is on loan to a different patron. | x | x | Supervisor required | Supervisor required | x | Supervisor required |
Acknowledge and proceed at checkout if the item was recalled for a different patron. | x | x | Supervisor required | Supervisor required | x | Supervisor required |
Acknowledge and proceed the operation usually requires a circulating item to be associated with it. | x | x | Supervisor required | Supervisor required | x | Supervisor required |
Acknowledge and proceed the operation usually required extra information. | x | x | Supervisor required | Supervisor required | x | Supervisor required |
Acknowledge and proceed when the operation usually requires a hold request to be associated with it. | x | x | This cell is empty. | This cell is empty. | x | This cell is empty. |
Digby
Action | Roles | |||||
---|---|---|---|---|---|---|
Circulation Admin | Circulation Desk | Student Worker | Student Worker Circulation | Circulation Desk Privacy | Student Worker Restricted | |
Manage Pull List | x | x | x | x | x | x |
Reshelve non-loan returns | x | x | x | x | x | x |
Inventory items | x | x | x | x | x | x |
Check in items | x | x | x | x | x | x |
Check out items | x | x | x | x | x | x |
Search in WorldCat Discovery | x | x | x | x | x | x |
Change item location | x | x | x | This cell is empty. | x | This cell is empty. |
Read Shelf | x | x | x | x | x | x |