Set Circulation Security

To review and set circulation security:

1. In the Administration Explorer tree view, select the Securityfolder for the organization for which you want to set circulation permissions. Certain permissions related to holds, interlibrary loans, patron registration, and patron status (accounting) must be set for each branch that does these functions. Other permissions are set at the system level.

The Security view is displayed in the details pane.

Tip:
To display all the circulation permissions, select (highlight) Circulationin the Control Record list, and press ALT+*(on the numeric key pad).

2. Double-click Circulationin the Control Record list.
3. Double-click the record or function for which you want to assign permissions. The permissions list for the selected object appears.
4. Select the permission you want to assign. The staff members, workstations, and groups that have the permission for the organization are listed under Individuals With Permission.

Note:
For a list of the permissions that are required to do specific circulation and patron services tasks, see

5. Add the resources (groups, workstations, staff members) that need the selected permission by doing the following steps:
   1. Click Assign, and select the resource type. The Polaris Find Tool appears.
   2. Use the Find Tool to search for and select one or more resources. The Administration Explorer is displayed. The selected resources are displayed in the Individuals With Permission list.

6. Repeat steps 3-5 as needed.
7. Select File > Save to save your changes.

Note:
To apply your permission changes to the staff client, exit the staff client and log back in.

See also:

• Setting Up Course Reserves
• Circulation Permissions Reference
• Granting Permissions