Circulation and Patron Services Workflow Permissions

Check out and renew materials - minimum

Access circulation control: Allow

Patron registration: Access

Renew items: Allow

Item records: Access

Modify a fine amount for a specific overdue item during renewal

Modify fine amount: Allow

Renew items from patron account

Patron status: Modify patron account

Renew items: Allow

Renew overdue items: Allow

Renew items that fill hold requests

Renew items: Allow

Renew items with holds: Allow

Override a circ block to check out an item to a patron who has a blocked associated patron record

Override associated patron block: Allow

The staff member must also have permission to override the specific block on the associated patron record.

Override a circ block to check out an item, renew an item, or enter a new claim for a patron who has exceeded the current claims or total claimed items limit

Override claimed item limits: Allow

Override a circ block to check out an item that has library-assigned blocks

Override item assigned blocks: Allow

Override a circ block to check out an item that has a free-text block

Override item free-text blocks: Allow

Override a circ block to check out an item that exceeds the limit for items out by material type, total items out, material type group, or reserve items out

Override item limit blocks: Allow

Override a circ block to check out an item to a patron who has exceeded the limit for overdue or long overdue items

Override overdue limit: Allow

Override a circ block to check out an item to a patron with library-assigned blocks

Override patron assigned blocks: Allow

Override a circ block to check out an item to a patron with a blocking note

Override patron blocking note: Allow

Override a circ block to check out an item to a patron with a free-text block

Override patron free-text blocks: Allow

Override a circ block to check out an item to a patron who has exceeded the total request limit, a request limit by material type, or the ILL request limit

Override request limits: Allow

Override second-level fine block during checkout

Fines: override 2nd level fine block: Allow

Override renewal blocks

Renew overdue items: Allow

Override renewal limit blocks: Allow

Override block if patron’s account is in collection

Override collection agency block: Allow

Create or delete patron blocks during checkout

Patron status: Create/delete patron blocks

Express-register a patron during checkout

Patron registration: Create express registration Entering patron information during the check-out process as a service to new, unregistered patrons. record

Override blocks during checkout for items pending in the hold queue

Override request blocks: Allow

Override blocks during checkout for items that do not circulate

Override non-circulating blocks: Allow

Do express cataloging during checkout for items not found in the database

Create on-the-fly records: Allow

Set special loan periods during checkout

Modify due date and time: Allow

Set special loan periods for a renewal

Modify renewal period: Allow

Patron status: Access

Patron status: Display items checked-out

Patron status: Modify patron account

Set a new due date for items already checked out

Reset due date: Allow

Customize the message text on checkout receipts

Modify receipt message text: Allow

Receive payments for fines and fees

Create a patron account credit: Allow

Fines: pay fines at circ: Allow

Fines: waive fines at circ: Allow

Patron status: Access

Patron status: Access patron account

Patron status: Access patron account: transaction summary

Patron status: Modify patron account

Receive credit card payments, issue refunds to credit card accounts

Fines: Allow credit card payments

Fines: Allow refunds

Access Credit Card Payments Manager: Allow

Check in materials at the circulation desk

Access circulation control: Allow

Circulation check in workform: Access Normal mode

Check in materials from the book drop

Access circulation control: Allow

Circulation check in workform: Access Bulk mode

Change the default number of free days A value applied at normal and bulk check-in, renewal, and offline that allows you to omit a specified number of days from the overdue fine calculation. at normal, bulk, or offline check-in

Access circulation control: Allow

Modify free days: Allow

Change the collection of a checked in item from the Check In workform

Access circulation control: Allow

Manage item dialogs: Modify assigned collection

Change the barcode of a checked in item from the Check In workform

Access circulation control: Allow

Manage item dialogs: Modify barcode

Change a library-assigned or free-text block of a checked in item from the Check In workform

Access circulation control: Allow

Manage item dialogs: Modify blocks

Change the circulation status of a checked in item (from In to In-repair, Unavailable, or Bindery) from the Check In workform

Access circulation control: Allow

Manage item dialogs: Modify circulation status

Change the material type of a checked in item from the Check In workform

Access circulation control: Allow

Manage item dialogs: Modify material type

Change the non-public note of a checked in item from the Check In workform

Access circulation control: Allow

Manage item dialogs: Modify notes

Change the shelf location of a checked in item from the Check In workform

Access circulation control: Allow

Manage item dialogs: Modify shelf location

Change the circulation status of a checked in item (from In to Withdrawn) from the Check In workform

Access circulation control: Allow

Manage item dialogs: Withdraw items

Check in materials that have been used in the library

Access circulation control: Allow

Circulation check in workform: Access In-House mode

Take an item inventory

Access circulation control: Allow

Circulation check in workform: Access Inventory mode

Check in new shelf-ready materials at the loading dock

Access Acquisitions: Allow

Check in shelf-ready materials: Allow

Work with quick-circ item records

Quick-circ item records: Access

Quick-circ item records: Create

Quick-circ item records: Delete

Quick-circ item records: Modify

Answer questions from patrons about their accounts; work with deposits

Access patron services: Allow

Create, return or forfeit a patron account deposit

Patron status: Access

Patron status: Access notice history

Patron status: Access patron account

Patron status: Display associations

Patron status: Display claimed items

Patron status: Display hold request list

Patron status: Display items checked-out

Patron status: Display notes

Patron status: Display patron blocks

Patron status: Display reader services (reading histories and Outreach Services)

Access patron services: Allow

Patron status: Access

Patron status: Access notice history

Patron status: Access patron account

Bill a charge manually

Register patrons

Access patron services: Allow

Create patron associations: Allow

Patron registration: Access

Patron registration: Create

Override invalid patron barcode message: Allow

Patron registration: Create express registration record

Patron registration: Modify

Patron registration: Modify postal address fields

Note:
With this permission, you can enter a postal code/city/state/country combination in the patron record that does not already exist in the system postal code table. When the record is saved, the new combination is added to the system postal code table. Without this permission, you can edit only the street address or select an existing combination.

Maintain patron registration records

Access circulation control: Allow

Access patron record bulk change: Allow

Access patron services: Allow

Create patron associations: Allow

Delete patron associations: Allow

Merge patrons: Allow

Patron record sets: Access

Patron record sets: Create

Patron record sets: Delete/Undelete

Patron record sets: Export

Patron record sets: Modify

Patron registration: Access

Patron registration: Delete

Patron registration: Modify (also needed to bulk-change patron records for an organization)

Patron status: Access

Patron status: Display associations

Patron status: Display reader services (reading histories and Outreach Services)

Patron status: Modify notes

Patron status: Modify patron account

Reading history: Remove non-ORS patron history entries: Allow (remove individual items from reading history) This permission is also required: Patron Status: Modify reader services.

Reading history: Remove ORS patron history entries: Allow (remove individual items from reading history) This permission is also required: Patron Status: Modify reader services.

Use 'own' patron record sets: Allow

Post patron message

Delete patron message

Modify photo IDs: Allow (licensed feature)

Delete photo IDs: Allow (licensed feature)

Suppress warning messages when deleting multiple patron records

Suppress warnings for unbreakable links, and other stopping conditions, when deleting multiple patron records: Allow

Suppress warnings for breakable links when deleting multiple patron records: Allow

Override the blocks that prevent deleting patron registration records

Patron registration: Override blocks to delete

Alter replacement and processing fees when declaring an item lost

Modify lost item amount: Allow

Generate hold and interlibrary loan requests for a patron

Hold requests: Create

ILL requests: Convert holds

Patron status: Access

Bibliographic Records: Access

Item Records: Access

Cancel a hold or interlibrary loan request from the Patron Status workform

Patron status: Access

Patron status: Display hold request list

Patron status: Modify patron account

Bibliographic Records - Access

Item Records - Access

Manage hold requests

Access circulation control: Allow

Access hold request manager: Allow

Display hold-request queues: Allow

Modify hold queues: Allow

Hold requests: Modify PAC display note

Hold requests: Access

Hold requests: Delete

Hold requests: Deny item request

Hold requests: Modify

ILL requests: Convert holds

Patron registration: Access

Patron status: Access

Patron status: Display hold request list

Bibliographic Records: Access

Item Records: Access

Managing interlibrary loan requests

Access circulation control: Allow

Access ILL request manager: Allow

ILL requests: Access

ILL requests: Create

ILL requests: Delete

ILL requests: Modify

Patron registration: Access

Patron status: Access

Patron status: Display hold request list

Bibliographic Records: Access

Item Records : Access

Designate instructors for course reserve records

Patron registration: Access

Patron registration: Create

Patron registration: Delete

Patron registration: Modify

Create and manage course reserve records

Auto delete processing of reserve item records: Allow
(for deleting temporary item and bibliographic records when a “disposable” or instructor-owned item is taken off reserve)

Course reserve records: Access

Course reserve records: Create

Course reserve records: Delete

Course reserve records: Modify

Course reserve templates: Access

Course reserve templates: Create

Course reserve templates: Delete

Course reserve templates: Modify

Item records: Access

Item records: Create

Item records: Delete

Item records: Modify reserves view

Item templates: Access

Item templates: Create

Item templates: Delete

Reserve item templates: Access

Reserve item templates: Create

Reserve item templates: Delete

Reserve item templates: Modify

Bibliographic records: Create (for on-the-fly items)

View outreach services for individual patrons

Patron status: Access

Patron status: Display reader services

Modify outreach services settings for individual patrons

Patron status: Modify reader services

Manage outreach services for multiple patrons

Outreach Services Manager: Access

Modify reader ratings for ORS patrons

Modify ORS patron ratings: Allow

From bib record, display list of ORS patrons with linked items in their reading histories

ORS: Link from bibliographic record: Allow