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OCLC Support

Are patrons are able to enter Notes in their WMS staff accounts?

  • The patron name appears in to have been entered in a Note section in the staff account of WMS Admin. 
Applies to
  • WorldShare Admin
  • WorldShare Circulation

A Patron Note can only be added in two ways:

  1. This action is performed from the Admin tab in WorldShare.  That means a user would have to have an Admin role on their account to add a note. Here is the documentation that goes over the steps to take to add a note:

2.  Notes can be added through Patron Load. Please see the attached screenshot.  Here is a link to the Help Documentation on the issue:

Additional information

If you look at the Note field in the Patron User account and it has the patron name listed, that means a Note was added on that date via a Patron Load.

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