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Circulation account roles

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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          
Access the My Account section of the OCLC Service Configuration. See OCLC Service Configuration roles for more information. x          

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        
Run Circulation Reports from the Analytics module. x x x        
Access WorldShare Collection Evaluation's My Library tool from the Analytics module. x x x      

 

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   x  
Create, update, or delete a temporary or container item.  Add or remove items from a container. x x x   x  
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   x  
View LHR Change History. x x        

 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:

  • Checkout
    • Includes Account Overview and items on loan.
  • Holds
    • Includes Holds and Item Schedules.
  • Claims
  • Bills
    • Outstanding bills only.
  • Suspension
 x x x x x x

View a patron's account history and other personal information:

  • Bills (Account History)
  • Profile
  • History (Transaction and/or Notification)
 x x x x    
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    
View a patron's name when assisting a patron:
  • When verifying that patron account is correct before checkout, resolving a bill, etc.
  • When viewing patron account search results, selecting a patron when placing a hold, etc.
  • When patron name is included in the library-configured receipt or notification.
  • When assisting a patron that wishes to create, delete, or check the status of a room schedule.
  • When assisting a patron who is or has a proxy user.
 x x x x x x
View a patron's name when not assisting a patron:
  • When viewing an item's status, statistics, or transaction history.
  • When viewing the the Pull List or Clear Hold Shelf Report.
  • When viewing a title's hold or item schedule queue.
  • When checking in items.
  • When recalling an item currently on loan.
 x x x x    
Send a Miscellaneous email to a patron.  x x x x x  

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  
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  
Acknowledge and proceed if selected due date is beyond Loan Policy. x x Supervisor required Supervisor required x  

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     x  
Process a refund of a patron bill that has been paid in full. x x        
View the Jobs option when the WMS Patron System Bill Connector is enabled x x   x    
Create, update, and run bill connector jobs when the WMS Patron System Bill Connector is enabled x x        

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  
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  
Delete or decline a hold.  Use the Delete Hold mode at check-in. x x x x x  
Move a hold request to the top of the hold queue. x x     x  
Edit an item schedule. x x x x x  
Delete an item schedule x x x x x  
Manage a hold's item preparation status x x x x x  
Manage a hold's item approval status x x     x  

User management

 

  Action Roles
Circulation Admin Circulation Desk Student Worker Student Worker Circulation Circulation Desk Privacy  Student Worker Restricted 
Assign roles to other users. Create a user that automatically has the Everyone role assigned. x x x x    
Blocked patrons cannot check out items. This permission allows a user to override the block. x x        
Update suspension status of user accounts. x Supervisor required Supervisor required Supervisor required Supervisor required Supervisor required
Access the Admin module in WorldShare.  x x x x    
Create new user accounts. x x   x    
Delete existing user accounts. x          
Edit existing user accounts. x x x x  
Generate reset-password email if using WMS Authentication. x x x x    
Release deprecated patron barcodes for reuse. x          

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  
Assign Payment Manager and Payment Tester roles. x    
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     x  

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   x  
Read Shelf x x x x x x