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OCLC Support

Search for users

You have three ways to locate user records in the WorldShare Admin. You can search indexes to limit your search, search by the Patron Personal Identifier (PPID) or search by a user's role.

To access the search feature:

  1. Click the Admin tab.
  2. On the left navigation, click User Management to open the search feature.
  3. Select one of the following methods to search for a user record.

 

Limit search to

  1. On the left navigation, under User Management, select an index from the Limit search to list.
  2. Enter your search terms, or enter an asterisk (*) to search through all users.
  3. Click Search or press <Enter>.
  4. From the search results, click a user name to open the record.
Available search indexes - Table
Limit Description
Everything (default) Contents of all fields in the user record
Name Contents of the First Name, Middle Name, or Last Name.
Barcode Barcode (ID number) of the user
Street Address Address of the user (e.g. house number, street name)
City City of the user's address
State/Province State or province of the user's address
Postal Code Postal code (e.g. zip code) of the user's address
ILL Identifier A unique identifier for the user in the Tipasa system. It may be the user's library barcode.

Search all institutions in your group

 Note: This option is only available if you are part of a WMS group.

Deselect the check box to search for users from your institution. When the check box is selected, users across all institutions in your group will be shown.

You cannot edit users that are not from your institution.

Search by PPID

The Patron Personal Identifier (PPID) is an unique IDs created to identify user records within the WMS Admin database. Both regular WMS accounts and third party authentication accounts are assigned a PPID when the user record is created. This field is often searched to identify records that appear in patron load exception reports.

Search by PPID is designed with a type-ahead feature for Admin users who are searching for a specific Patron Personal Identifier (PPID). As you type, a drop-down list appears with matching IDs. 

To perform a PPID search:

  1. Begin typing the PPID number in the PPID search box.
  2. Select a PPID from the drop-down. 
  3. The user record displays.

Search users by role

To search by a role is an easy way to retrieve a list of users who have a specific authorization role. For example, you can search for staff members at your library who have the STUDENT_WORKER role.

  1. From the Search by Role list, select a role.
  2. Click Search or press <Enter>.
  3. From the search results, click a user name to open the record.

For a list of roles, see Examples of roles by library position.

 

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