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Introduction to Circulation for WMS users

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Discover key information, resources and workflows that will help you get started with WorldShare Circulation.

Overview

This page serves as an introductory resource for WorldShare Circulation, providing essential documentation and training materials. It is intended for users who are:

  • New to using WorldShare Circulation
  • Returning to WorldShare Circulation and looking to review key workflows and functions
     

This resource is designed to help you get started and build a solid foundation for using WorldShare Circulation effectively. On this page, you will find

  • Information about roles assigned to WorldShare Circulation users
  • Additional resources to help you explore advanced features when ready

WorldShare Circulation interface

Visit About WorldShare Circulation for a detailed overview of the interface. Find information about the full functionality and advanced features of the module.

Roles

The roles assigned to your WorldShare account determine your access level and the actions you can take. The main product roles are described below.

For library admin: To manage roles, see WorldShare Admin > User Management.

For library staff: If you are unsure which roles are assigned to your account, ask an admin user at your library. If your institution does not have an admin user, please contact OCLC Support.

To view full descriptions and comparisons of all roles, see Circulation account roles.

​​​​​Circulation roles

 

Role Description
Circulation Admin Perform all circulation tasks, configure library policies, process policy exceptions, manage item and user records, run reports, and access the Digby app.
Circulation Desk Perform all circulation tasks, override most policy exceptions, manage item and user records, run reports, and access the Digby app.
Student Worker Perform standard circulation tasks, manage item and user records, and access the Digby app.
Student Worker Circulation Perform standard circulation tasks, manage user records, and access the Digby app.
Circulation Desk Privacy Perform standard circulation tasks, override most policy exceptions, manage item records, and access the Digby app. Provides limited access to user data.
Student Worker Restricted Perform basic circulation tasks and access the Digby app. Provides limited access to user data.
Circulation Reports Viewer Run Circulation reports.

Zoeken

WorldShare Circulation provides a variety of methods for searching and browsing. For detailed instructions on searching, see Search for a patron and Discover items.

Reports

WorldShare Circulation offers a variety of reports to monitor your institution's activity in WorldShare. Visit Available WMS reports to find available reports and their locations.

Community Center

Current WorldShare Circulation product users are encouraged to join the OCLC Community Center to connect with peers and OCLC staff on product workflows, attend webinars, and provide feedback on the product. For more information, see WorldShare Circulation.

Training

OCLC offers self-paced courses and videos on WorldShare Circulation. See WorldShare Circulation training.

Next steps

OCLC Support

For any queries not answered by this page or WorldShare Circulation documentation and training, please contact OCLC Support.