Manage any paid memberships in WorldShare Circulation if your library requires a fee to access the library's loan services for some or all of your patrons. As an example, you may require alumni or guest researchers to pay an annual fee before being allowed to check out items.
By default, memberships are not required for any of your library patrons.
To begin using membership management in WorldShare Circulation, configure the following settings. The system will check to see whether the patron type requires a membership as soon as the patron record is created and the bill will generate automatically.
Note: You will be able to set membership policies only for your own, local patrons. If your library participates in group circulation, only library staff at the patron's home library will be able to update an unknown membership status.
You can configure one or more versions of each notification policy in Service Configuration > WMS Circulation > Notifications and Receipts > Notification Policies. Printed notifications are not supported at this time. For more information, see Notification Policies.
Membership notifications are sent hourly to any patrons who have had relevant membership activity in the previous hour.
Note: The standard Bill Notification will also include the membership bill details but will not include the membership period information.
Membership Confirmation Notification: Notifies the patron that their membership has been activated.
This email includes your library's configured subject line, start text, and end text as well as the original billed amount and the expiration date of the membership.
Membership Expiry Reminder Notification: Use to notify patrons that their membership is approaching expiration.
This email includes your library's configured subject line, start text, and end text.
Configure the number of days prior to expiration to notify the member in the Send Expiry Reminder section in Membership Policies.
A membership policy is used to define the terms of the membership, including cost and duration. Configure membership polices in Service Configuration > WMS Circulation > Billing and Suspension > Membership Policies. See Membership Policies for more information.
Activate membership requirements by selecting a Membership Policy in a relevant Patron Type Policy. Configure policies by navigating to Service Configuration > WMS Circulation > Patron Type Policy. See Patron Type Policy for more information.
Caution: Any pending membership bills will need to be manually canceled by library staff. Use the Outstanding Fees and Bills Report to identify orphaned bills.
A membership is activated when:
The status of the patron's membership appears at the top of the patron's account screen in the WorldShare Circulation interface.
Membership status | Message in the patron account | Notes |
---|---|---|
Active |
Membership expires at [date and time]. |
Membership status is up to date. |
Membership fee is owed |
Membership fee must be paid to activate membership. |
Patron is blocked from checking out or renewing items until the bill is fully paid or waived. If a previous membership has expired, the old expiration date will display in the Account Overview section of the patron account. Select the Membership fee link to resolve the outstanding fee. |
Membership status unknown |
Membership status unknown. Update membership information. |
If your circulation policies indicate a membership is required for a new or existing patron and no previous membership is found, Circulation will ask you to update the patron's status. Click the Update link to specify if this is an existing or new patron.
From the Update Membership Information screen:
|
Notify patrons of their membership status:
Patrons with an expired or unknown membership status cannot:
Patrons with an expired or unknown membership status can: