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Basic User Data

Basic User Data fields

These are all the fields that appear in the Basic User Data section, which can be filled out when creating or editing a user account. Fields marked with an asterisk (*) are required.

Personal Information

Field Description
Prefix Name prefix of the user (e.g. Ms., Dr., Sir)
First Name First name or forename of the user
Middle Name Middle name of the user
Last Name Last name or surname of the user
Suffix Name suffix of the user (e.g. M.A., Esq., Jr.)
Allow patron to edit the name

Select the Allow patron to edit name check box if you want to allow the patron to have the ability to edit their name in the user portal.

Date of Birth Date of birth of the user. You can enter the date manually, or click the calendar button to select a date.
Gender Biological sex (male or female) of the user
Expiration Date The date on which the access to certain OCLC-provided services expires. If no date is provided, there will be no expiration date for the account.
Photo URL

If you want an photo to appear in the user's account, enter the URL of an image. The URL must be on a secure site (URL must start with https). The photo is not stored in the system.

Library Record

Address

Field Description
Add/Delete Click the Add button (Add button) or Remove button (Remove button) to the right of the Type field to respectively add another address or delete the address.
Address 1 The first line in the user's address
Address 2 The second line in the user's address
City City of the user's address
Country Select from the list the user's country.
Postal Code Postal code (e.g. zip code) of the user's address
State/Province State or province of the user's address
Type

Select from the list the type of address (Home, Work, or Other).

Select the Primary radio button if the address is the user's primary address.

Select the Invalid check box if the address is no longer valid.

 

Telephone

Field Description
Add/Delete Click the Add button (Add button) or Remove button (Remove button) to the right of the Type field to respectively add another phone number or delete the phone number.
Number Phone number of the user
Type

Select from the list the type of phone number (Home, Work, Office, or Other).

Select the Primary radio button if the phone number is the user's primary number.

Select the Invalid check box if the phone number is no longer valid.

Email

The user must have an email address entered in order to set a password.

If you use WorldShare Circulation, you must enter an email address in order for the patron to receive notifications from the system.

Field Description
Add/Delete Click the Add button (Add button) or Remove button (Remove button) to the right of the Type field to respectively add another email address or delete the email address.
Address Email address of the user
Type

Select from the list the type of email address (Home, Work, Office, or Other).

Select the Primary radio button if the email address is the user's email.

Select the Invalid check box if the email address is no longer valid.

Circulation

If you do not use , you are not required to fill out the fields in this section. Fields marked with an asterisk (*) are only required if you use .

Field Description
Barcode* Follow your library's procedures for barcode assignment. If you enter a duplicate barcode, you will get an error message when you try to save the record. Depending on your institution's configuration, Barcode and User Name may be linked.
Blocked

Blocked users have their circulation privileges suspended. Select the check box to block the user. You can create a staff note to indicate the reason for the block. See Add notes about a user for details.

If you have circulation policies set up in OCLC Service Configuration, the system will automatically prohibit patrons from performing circulation functions like checking out items and placing holds based on the limits you set for certain policies. Selecting the Blocked? check box manually blocks a patron. System blocks do not cause this option to be selected.

Collection Exempt Select the check box to exempt the user from debt collection (the user is exempt from having their account information sent to a collection agency).
Expiration Date

The Circulation Expiration Date determines when circulation privileges expire. The patron's circulation privileges will expire on the date entered at 11:59:59 PM. Set the Expiration Date based on your library's policies.

This is not the same as the Identify Management Expiration Date field (see below), which determines when system access ends.

Home Branch*

Select the user's preferred branch from the list. The home branch selected here will be the default pickup location when placing a hold for the user.

The home branch may also be used in Location Policy, which is set in OCLC Service Configuration (WMS Circulation > Location Policy). For more information, see Location Policy.

ID Verified

The ID Verified? check box indicates the user has shown a form of identification that is required when creating an account. The check box is selected automatically. Deselect the check box to mark the user as unverified.

Whether a user is verified or unverified may have an effect on their loan limits and hold limits based on what you set in OCLC Service Configuration (WMS Circulation > Loan Limit Policy or Hold Limit Policy). For more information, see Loan Limit Policy and Hold Limit Policy.

Patron Type*

Select a Patron Type from the list.

Patron Type Policies are created in OCLC Service Configuration (WMS Circulation > Patron Type Policy). For information on creating Patron Type Policies, see Patron Type Policy.

Registration Date Date the user is registered in the system

 

Interlibrary Loan

Field Description
Approved?

Select the Approved? check box if the patron has been approved for interlibrary loan requests. If you do not have patron approval turned on, you are not required to approve patrons.

Blocked?

Select the Blocked? check box to block the patron from placing interlibrary loan requests.

 Note: If you use, this is not the same as a patron being prohibited from performing circulation functions in the system because of the circulation policies you have set up in Service Configuration.

Identifier

The patron's interlibrary loan identifier.

Patron Type

The patron's patron type.

Pickup Location

The patron's preferred pickup location.

 

ILL Delivery Notification

Field Description
Email Address

The email address of the patron where they will receive notifications about their interlibrary loan requests. Patrons must select to receive updates by email in their account in the user portal. This email address will be used to send WorldShare Circulation notifications, when the option is enabled for Patron Type Policy.

 Note: WorldShare Circulation does not allow individual patrons to opt-out of email notices when the patron has a valid email address on record.

Send Email Updates?

The Send Email Updates? check box will be selected if the patron has opted to receive email updates.

Send SMS Updates?

The Send SMS Updates? check box will be selected if the patron has opted to receive SMS updates.

Send Updates?

The Send Updates? check box will be selected if the patron has opted to receive updates about their interlibrary loan requests through email, SMS, or both.

SMS Messaging / Telephone Number

The patron's phone number where they will be receiving SMS notifications about their interlibrary loan requestes. Patrons must select to receive updates by text message in their account in the user portal.

 

Identity Management

If you are using a third-party identify management system, this section will not appear.

Field Description
Expiration Date

The Identity Management Expiration Date determines when system access ends. When the date has passed, the user can no longer sign in to the system.  If no date is provided, there will be no expiration date for the account.

This is not the same as the Circulation Expiration Date field (see above), which determines when circulation privileges expire.

Inactive Inactive users cannot sign in to the system. Select the check box to mark the user as inactive.
User Name User name of the user. The User Name is used to sign in to the system. Depending on your institution's configuration, Barcode* and User Name may be linked.

 

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