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Notes

If you use WorldCat Local or WorldCat Discovery

Staff and public notes are not visible to patrons in WorldCat Local/Discovery.

Although public notes do not appear in WorldCat Local/Discovery at this time, you should assume that their contents may be displayed to patrons in the future. Recommended practice is to use staff notes for information you want to share with library staff only, and public notes should be used for general information you want to share with the patron.

If you use WorldShare Circulation

Staff notes are visible on the checkout screen in the Circulation module.

Public notes can be configured to display on the checkout screen in the Circulation module. This feature is optional and you must activate it in OCLC Service Configuration (WMS Circulation > Admin/General > Display Patron Information). For more information, see Display Patron Information.

Staff and public notes can display in a pop-up message within the system by typing an exclamation mark (!) at the beginning of a note. Pop-up notes will display when the patron account is initially accessed.

Add notes

  1. Search for the user.
  2. In the user account, click the Notes accordion.
  3. On the Notes accordion, click Edit.
  4. Select if you want the note to be a Staff note or Public note.
  5. Enter the note in the text field.
  6. Click Save.
  7. (Optional). Click the Add button (Add remove) to add another note.
  8. On the confirmation window, click OK.

Delete notes

  1. Search for the user.
  2. In the user account, click the Notes accordion.
  3. On the Notes accordion, click Edit.
  4. Click the Remove button (Remove button) under the note you want to remove.
  5. Click Save.