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OCLC Support

View Profile

Find information about configuring the user profile, where a library can view contact information associated with their account.

Select View Profile under your account name or navigate to the Profile tab of My Account to view notification preferences.

Users can configure email and SMS notifications for their requests through Tipasa using the Notifications section. Users can enter an alternate email for email notifications and must enter a phone number for SMS notifications.

Notifications for items on loan through WorldShare Circulation will be sent to the Email Address in their patron record. 

Notifications for Tipasa

Library users can select to receive email or text message notifications about their requested items processed through Tipasa.

When library users add or edit the Alternate Email or Phone Number information, they are updating the Delivery Notification section of their account. They are not changing the phone or email that your library has on file for the user and the user will still receive reset password emails to the email on file. 

  • By default, users will receive email messages. 
  • Text message notifications are turned off by default. 
    • To enable the ability to send SMS notifications for library users, turn on Send SMS for automated notifications in the Notifications module of the OCLC Service Configuration.  Enabling this setting displays the Phone Number field to library users allowing them to enter their contact information to receive text message notifications.  See Notifications for more information.
      • It is recommended that libraries outside the United States and Canada do not enable SMS notifications.
    • Add the Phone field to your Request Forms to allow library users to receive SMS notifications for their requests.  See Request Form fields for more information.

 Note:  Tipasa notifications must be set up by your library in order for your library users to receive them. You can set up notifications in OCLC Service Configuration. For more information on setting up notifications, see Set up notifications. Within View Profile, the library user must also ensure texting is on and must provide a phone number.  The phone number in the patron record in the Tipasa interface will not be used for texting.

 Note: Notifications related to library transactions will be emailed to the library user even if the Send library account updates by email setting is disabled. 

E-mail

The listed information for Email comes from the Library Record section of the patron's account. Library users cannot change this information and must contact the library for any necessary corrections. 

Notifications for items on loan through WorldShare Circulation will be sent to the listed Email Address. 

Email notifications about requests submitted through Tipasa will be sent to the primary email in the patron record. If the user would like to receive email notifications about their requests submitted to Tipasa at a different email address, they can enter an alternate email in the Use Alternate Email field. See Use Alternate Email.

Use Alternate Email

The email address(es) from the patron record will appear under Email. Library users must contact the library to update the email address(es) in their patron record. Email notifications about their account will be sent to the primary email in the patron record. If the user would like to receive email notifications at a different email address, they can enter an alternate email in the Use Alternate Email field.

Click on Save Contact Information to save the alternate email address.

Phone Number

The Phone Number option only displays if the library has enabled Send SMS for automated notifications in the OCLC Service Configuration. See Notifications for more information.

  • If Send SMS for automated notifications is not enabled, text message options will not display to library users in My Account.

Text notifications are disabled by default. If the user would like to receive text message notifications about their account, they must enter a phone number in the Phone Number field and enable Send library account updates by text message

 Note: Only phone numbers with a country code of +1 (United States and Canada) can receive SMS notifications. It is recommended that libraries outside the United States and Canada do not enable SMS notifications.

  • Add the Phone field to your Request Forms to allow library users to receive SMS notifications for their requests.  See Request Form fields for more information.

Click on Save Contact Information.

PIN

When your library has enabled PIN management, the Change PIN option will appear under the Profile tab. See Patron PIN Settings to enable the Change PIN option.

WorldShare PINs allow patrons to access self-service kiosks, digital content platforms, your library's wifi network, consortial borrowing services, and any other service that you need to secure but cannot integrate with your library's modern authentication flows and single sign-on (SSO) experiences. A user's circulation barcode and WorldShare PIN can be used to verify the user's identity against your library's WMS user records. 

  • PIN values can also be set or updated using the XML patron data loading process.
  • A user's barcode and PIN can be used to control access to WMS SIP2 and NCIP services. See SIP2 Configuration for more information.
    • When patron verification is configured to be required, WMS will send back an error response if the connection is not encrypted, user credentials are not provided, or invalid credentials are provided.

Clicking the Change PIN button will open a new screen where the user will be asked to specify and confirm their new PIN.

  • Users will not be able to see or recover their current PIN.

Password

Library users who are set up for WMS authentication are provided with the option to change their password.  Select Change Password to be taken to a change password screen.

Borrowing history

When enabled, the Borrowing history tab will appear in My Account and users will have the choice to enable retention of their history from the Profile tab. See History for more information about enabling the Borrowing history tab.

Each user controls the retention and display of their WorldShare Circulation borrowing history. By default, all users are opted out of borrowing history and will be shown an invitation to enable retention when viewing the Borrowing history tab for the first time. 

To enable borrowing history for their account, library users must toggle the Enable my borrowing history option to on. Your library's retention period will display in the explanatory text.

Contact Information

To modify this information, library users must contact the library to update their patron record.

Phone Number

The phone number(s) from the patron record will appear under Phone Number. Library users must contact the library to update the phone number(s) in their patron record.

Text notifications are only available for Tipasa users. Text notifications are disabled by default. If the user would like to receive text message notifications about their account, they must enter a phone number in the Phone Number field and enable Send library account updates by Text Message.  See Phone Number.

Address

View the mailing address(es) from the patron record. Library users must contact the library to update the address information in their patron record.