Circulation Permissions Reference

Transcription

1 Page 1 of 13 Circulation Permissions Reference These permissions are available under Security, Circulation at the listed organizational levels on the Administration Explorer. They control the ability to do patron services and circulation tasks. Access bookmobile Note: For more information about setting circulation permissions, including the combinations of permissions needed for specific workflows, see Setting Circulation Permissions. For general information about setting permissions in Polaris, see Granting Permissions. For information about System Administration permissions related to circulation, see Setting Administration Permissions. Retrieve transaction files created during offline operations. Allow Open the Bookmobile workform. This workform is used to select and upload offline transaction files. Access circulation control Check in materials, check-out materials, process holds or ILL requests, and accept fee and fine payments. Allow Open the Circulation menu on the Polaris Shortcut Bar. Access hold request manager Processing and manage hold requests. Allow Open and use the Holds view on the Request Manager workform. Access ILL request manager Process and manage interlibrary loan requests. Allow Open and use the ILL view on the Request Manager workform. Access notice history (Branch) View the notification history for a specific item. Allow Open the Notice History dialog box from the Patron Status workform - General view and from item list views on other Patron Status views.

2 Page 2 of 13 Access patron record bulk change Change multiple patron records. To change records for a specific Registered at branch, a user also needs the permission Patron registration: Modify for that branch. Allow Use the Bulk Change option on the Record Set workform Tools menu. Access patron services Register patrons and manage patron records and services. Allow Open the Patron Services menu on the Polaris Shortcut Bar. Circulation check-in workform Access specific views of the Check In workform. Access Bulk mode Do bulk check-in operations. Access In-House mode Check in items that were used in-house but did not circulate outside the library. Access Inventory mode Take item inventory. Access Normal mode Check in items at the circulation desk. Close ExpressCheck Exit the Polaris ExpressCheck application at a Polaris ExpressCheck self-check workstation. For more information, see the Polaris ExpressCheck Administration Guide. Allow Exit the application. Create a patron account credit Accept overpayments from patrons. Allow Post credits to patron accounts. Create on-the-fly records Create brief bibliographic and item records during check-out. Allow Do express cataloging during check-out.

3 Page 3 of 13 Create patron associations Link patron records. Allow Open the Associations view on the Patron Status workform. Create, return or forfeit a patron account deposit Work with deposits in a patron account (Patron Status workform - Account view). Allow Create, return, or forfeit a patron s deposit. Delete patron associations Remove the links between patron records. Allow Use the Delete option in the Associations view of the Patron Status workform. Delete patron message Remove a posted message from a patron record. Patrons can read and delete these messages online, from the PAC patron account. Allow Use the Delete message option in the Notes view of the Patron Status workform. Delete photo IDs Work with patron photos. Allow On the Patron Registration workform - Patron Photo view, delete a patron photo. Display hold-request queues Process hold requests at any library or branch. Allow Display the Holds Queue workform. Fines: Allow credit card payments (For libraries with a staff client license for PayPal Payflow credit card processing.) Select Credit Card as a payment method and input credit card information in staff client workflows where payment is accepted for fines and fees. Allow Displays the Credit Card Payment dialog box when Credit Card is selected and staff member clicks OK on the Pay

4 Page 4 of 13 dialog box. Fines: Allow refunds (For libraries with a staff client license for PayPal Payflow Pro credit card processing.) Issue credits on credit card accounts. Allow Refund one or all payments from the Store Order workform or the Patron Status workform - Account view. Fines: override 2nd level fine block Allow a patron with fines over the second-level fine limit to check out. Allow Override the second-level fine block. Typically, this permission is given to supervisory staff members. Fines: pay fines at circ Pay a patron s fines during check-out, renewal, check-in, or declaring an item lost. Allow Use the Pay command on the Fines Block dialog box. Fines: waive fines at circ Waive a patron s fines during check-out. Allow Use the Waive command on the Fines Block dialog box. Hold requests (Branch) Every branch that processes hold requests must assign the following permissions for the branch: Access List and display hold requests originating at the branch. Create Create hold requests originating at the branch. Delete Delete hold requests that originated at the branch. Deny item request Reject filling a hold request with items owned by the branch. Modify Change existing hold requests. Modify PAC display note Edit the PAC display note in the Hold Request workform. Patrons can read this note in the PAC patron account. Allow Add or modify text in the PAC display note field on the Hold Request workform - Notes view.

5 Page 5 of 13 ILL requests (Branch) Every branch that handles interlibrary loan requests must assign the following permissions for the branch: Access List and display loan requests originating from the branch. Convert holds Convert a hold request to an interlibrary loan request. This permission allows a staff member to decide if a hold request can be filled from a library outside of the library system. Delete Delete interlibrary loan requests that originated at the branch. Modify Change existing loan requests. Manage item dialogs (System, Library, Branch) These permissions allow circulation staff to change specific aspects of selected item records from the Check In workform, without accessing the records and without necessarily having permission to modify specific item record views. The items must belong to the logged-in workstation s branch and have a status of In. Modify assigned collection Change item s collection Modify barcode Change an item s barcode (cannot be changed to a blank). Modify blocks Change library-assigned and free-text blocks on an item Modify circulation status Change item status from In to In-repair, Unavailable, or Bindery Modify material type Change item s material type Modify notes Change item s non-public note Modify shelf location Change an item s shelf location to another shelf location. The shelf location options are those available to the logged-in workstation s branch. Withdraw items Change item status from In to Withdrawn Merge patrons Merge information from the secondary patron record into the primary patron record and delete the secondary record.

6 Page 6 of 13 Allow Use the Patron Merge dialog box available from the Tools menu on the Patron Registration workform. Modify due date and time Set a special due date and time during check-out. Allow Use the Special Loan dialog box available from the Special command on the Check Out workform. Modify fine amount Change the amount of the fine due when an overdue item is checked in or renewed. Allow Type a new fine amount in the Overdue Fine dialog box. Modify free days Change the default number of free days (days exempt from overdue fines) when an item is checked in at normal, bulk, or offline check-in. Allow Type a new number of days in the Free days box (check-in workform). Modify hold queues Change the position of a hold request in the holds queue. Allow Change the list of hold requests on the Holds Queue workform. Modify lost item amount Change the amount of the replacement charge or processing fee in the Declare Lost Item dialog box, which appears when you declare an item lost. Allow Type new amounts in the Declare Lost Item dialog box. Modify ORS patron ratings (System, Library, Branch) Add or modify reading ratings submitted by outreach services patrons. Allow Select items from the Reading History list (Patron Status workform - Reader Services view) and add or modify the patron s ratings for the items, including notes. Modify patron associations Maintain associations between patrons.

7 Page 7 of 13 Allow Make and save changes to the Associations view on the Patron Status workform. Modify photo IDs Work with patron photos. Allow On the Patron Registration workform - Patron Photo view, add or replace a patron photo. Modify receipt message text Change the message on check-out and fine receipts. Allow Edit and save the message text on the Receipt Printer Options tabbed page (Circulation, Options on the Shortcut Bar). Modify renewal period Set a special renewal loan period for a checked-out item. Allow Use the Special Loan dialog box available from the Special Renew command on the Items Out view of the Patron Status workform. ORS: Link from bibliographic record From a bibliographic record, display a list of Outreach Services patrons whose reading histories include items linked to the bibliographic record. (Outreach Services must also be licensed for staff member s logged-on workstation.) Allow Select Links, Outreach Patrons in the Bibliographic Record workform, or right-click a bibliographic record in Find Tool search results and select Links, Outreach Patrons, to display the list of linked patrons. Outreach Services Manager (Branch) Process outreach services for multiple patrons. Access Open the Outreach Services Manager workform. Override associated patron block Continue a check-out or renewal operation to a patron with associated patrons that blocked. Both this permission and the permission to override the specific block are required to continue check out. Allow Bypass the block at check-out or renewal when an associated patron record is blocked. Override claimed item limits Continue a check-out or renewal operation to a patron who has exceeded the current claims or total

8 Page 8 of 13 claimed items limit. Override collection agency block Continue a check-out or renewal operation when a patron is blocked because the patron s account has been reported to a collection agency. Allow Bypass the collection agency block at check-out or renewal Override invalid patron barcode message Continue to save a patron record when an invalid barcode message is displayed. Allow Click Yes on the invalid barcode message and save the record without displaying a permission block message (supervisor override not required to save record) Override item assigned blocks Continue a check-out or renewal operation when the item has library-assigned blocks. Override item free-text blocks Continue a check-out or renewal operation when the item has a free-text block. Override item limit blocks Continue a check-out or renewal operation when the item exceeds the limit for items out by material type, total items out, material type group, or reserve items out. Override non-circulating blocks Continue a check-out operation when the non-circulating option is specified in the item record, when the material type limit for that patron code is set to 0 in the Patron Material Type Loan Limits policy table, or when the loan period for the material type is set to 0 units in the Loan Periods policy table. Allow Bypass the block at check-out (any workform where check-out can be performed) Override overdue limit Continue a check-out or renewal operation to a patron who has exceeded the limit for overdue or long overdue items

9 Page 9 of 13 Override patron assigned blocks Continue a check-out or renewal operation to a patron who has a library-assigned block on the patron record Override patron blocking note Continue a check-out or renewal operation to a patron who has a blocking note on the patron record Override patron free-text blocks Continue a check-out or renewal operation to a patron who has a free-text block on the patron record Override renewal limit blocks Continue a renewal operation when the number of renewals allowed for an item would be exceeded. Allow Bypass the block at renewal (Check Out workform; Patron Status workform - Items Out view) Override request blocks Bypass a patron or item block that may occur while requesting a hold. Allow Bypass a block while a hold request is being created. Note: These additional permissions are necessary to work with requests: Patron Status - Access (Patron Services); Bibliographic Records - Access (Cataloging); Item Records - Access (Cataloging). Override request limits Continue a check-out or renewal operation to a patron who has exceeded the total request limit, a request limit by material type, or the ILL request limit Patron claims: Reset total claim count: Allow On the Patron Status workform - Claims view, reset a patron s total (lifetime) claims to 0. Patron record sets (System, Library, Branch)

10 Page 10 of 13 All organizations that own patron record sets must assign the following permissions for the organization: Access List and open patron record sets owned by the organization. Create Create new patron record sets for the organization. Delete Delete patron record sets owned by the organization. Modify Change existing patron record sets owned by the organization. Patron registration (Branch) Every branch must assign the following permissions concerning records for patrons registered at the branch: Access List and open patron registration records owned by the branch. Create Specifies who can register new patrons at the branch. Create express registration record Register a patron during a check-out operation at the branch. Delete Delete patron registration records owned by the branch. Modify Maintain existing patron registration records for the branch. To modify patron records via bulk change, the user also needs the system-level permission Access patron record bulk change. Modify postal address fields In a patron record, enter a city, state/country/postal code combination that does not already exist in the system postal codes table (new combination is added to the postal codes table when record is saved). Override blocks to delete Bypass blocks for breakable links, such as existing notes or fines, when deleting a patron registration record owned by the branch. Patron status (Branch) Every branch must assign the following permissions concerning accounts for patrons registered at the branch. These permissions allow a branch to limit access to private patron information. Access Open the Patron Status workform for records owned by the branch. Access notice history Open the notice history for any item listed in item listviews on the Patron Status workform. Access patron account Open the Account view on the Patron Status workform. Access patron account: transaction summary

11 Page 11 of 13 Display the Transaction Summary dialog box from the Account view on the Patron Status workform. Create/delete patron blocks Add or remove blocks on the General view of the Patron Status workform. Display associations Open the Associations view on the Patron Status workform. Display claimed items Open the Claims view on the Patron Status workform. Display hold request list Open the Holds view on the Patron Status workform. Display items checked-out Open the Items Out view on the Patron Status workform. Display notes Open the Notes view on the Patron Status workform. Display patron blocks Open the General view on the Patron Status workform. Display reader services Open the Reader Services view on the Patron Status workform. Modify notes Add or edit a blocking or non-blocking note to the patron s record using the Patron Status workform. Modify patron account Change a patron account using the Patron Status workform (for example, changing notes, grouping hold and ILL requests, changing claims, and doing money transactions). Modify reader services Change a patron s Outreach Services settings. (Note that separate permissions control the ability to work with reader ratings and remove items from a patron s reading history.) Post patron message Add a message to a patron record or modify an existing message. Patrons can read and delete these messages online, from the PAC patron account. Allow Use the Add message and Modify message options for messages in the Notes view of the Patron Status workform. Reading history: Remove non-ors patron history entries (System, Library, Branch) Remove individual items from a non-outreach services patron s reading history. This permission is also required: Patron Status: Modify reader services. Allow Select and remove individual items from the Reading History list (Patron Status workform - Reader Services view). Reading history: Remove ORS patron history entries

12 Page 12 of 13 (System, Library, Branch) Remove individual items from an outreach services patron s reading history. This permission is also required: Patron Status: Modify reader services. Allow Select and remove individual items from the Reading History list (Patron Status workform - Reader Services view). Remove collection agency block Remove specific charges for a specific patron from collection agency reporting. Allow Specify Remove From Collection on the Collection Summary dialog box (Patron Status workform - Account view). Renew items Renew items. Allow Renew items - Check Out and Patron Status workforms. Renew overdue items Renew items. Allow Override an overdue block at renewal - Check Out and Patron Status workforms. Reset due date Reset the due date of selected items already checked out. Allow Reset the due date - Check Out and Patron Status workforms. Suppress warnings for breakable links when deleting multiple patron records Allows a staff member to suppress warning messages regarding breakable links when deleting multiple records. With this permission, the staff member can uncheck the warning messages option on the confirmation message for deleting multiple patron records. When the box is cleared, no further warning messages regarding breakable links appear during the delete operation. Allow Uncheck the Warn me about breakable links box on the confirmation message dialog box for deleting multiple patron records. Suppress warnings for unbreakable links, and other stopping conditions, when deleting multiple patron records Allows a staff member to suppress warning messages regarding unbreakable links and other stopping

13 Page 13 of 13 conditions when deleting multiple records. With this permission, the staff member can uncheck the warning messages option on the confirmation message for deleting multiple patron records. When the box is cleared, no further warning messages regarding unbreakable links or other stopping conditions appear during the delete operation. Allow Uncheck the Warn me about unbreakable links and other stopping conditions box on the confirmation message dialog box for deleting multiple patron records. Use 'own' patron record sets Create, change, and delete patron record sets owned by a staff member or group. Allow Create and maintain patron record sets owned by an individual staff member or group.