6. Patron Permissions

Patron Permissions are used to allow staff members access to the staff client.

Important

In order for a staff member to log into the staff interface they must have (at the very least) 'catalogue' permissions which allow them to view the staff interface.

6.1. Setting Patron Permissions

To set patron permissions, you must first have a patron of the 'Staff' type open

  • On the patron record click More and choose Set Permissions to alter patron permissions

  • You will be presented with a list of preferences, some of which can be expanded by clicking the plus sign to the left of the section title.

6.2. Patron Permissions Defined

  • superlibrarian

    • Access to all functions within the staff client

  • circulate

    • Ability to check (issue) books out and in and access the 'Circulation' page in the staff client

    • This section can be expanded (Learn more)

  • catalogue

    • Allows staff members to search the catalog via the staff client

    • Must be given to all staff members to allow them to login to the staff client

  • parameters

    • Provides access to all areas of the Administration menu

  • borrowers

    • Allows staff members to add or modify patrons (with the exception of setting permissions)

  • permissions

    • Ability to set patron permissions

  • reserveforothers

    • Ability to place holds on books for patrons via the staff interface

    • This section can be expanded (Learn more)

  • borrow

    • Grants staff members the rights to borrow books from the library

  • editcatalogue

    • Ability to catalog items (add and edit bibliographic and holdings data)

    • This section can be expanded (Learn more)

  • updatecharges

    • Manage patron accounts (including paying fines, adding credits, and creating invoices)

  • acquisition

    • Provides access to the acquisitions and patron purchase suggestion modules

    • This section can be expanded (Learn more)

  • management

    • No longer in use

  • tools

    • Access to all items in the Tools section of the staff client

    • This section can be expanded (Learn more)

  • editauthorities

    • Provides access to edit the authority record

  • serials

    • Allows access to the serials module

    • This section can be expanded (Learn more)

  • reports

    • Allow access to the Reports module (ability to create, edit and run all reports)

    • Reports found on the Circulation page are not controlled by this permission

    • This section can be expanded (Learn more)

  • staffaccess

    • Provides the ability to modify login / permissions for staff users

6.2.1. Granular Circulate Permissions

If the staff member has 'circulate' permissions they have the ability to perform all of these actions. If you would like to control circulation permissions on a more granular level choose from these options:

  • circulate_remaining_permissions

    • All circulation rights except override permissions

  • override_renewals

    • Override blocked renewals

6.2.2. Granular Holds Permissions

If the staff member has 'reserveforothers' permissions they have the ability to perform all of these actions. If you would like to control holds permissions on a more granular level choose from these options:

  • modify_holds_priority

    • Allow staff members to alter the holds priority (moving patrons up and down the queue)

  • place_holds

    • All staff members to place holds for patrons via the staff interface

6.2.3. Granular Cataloging Permissions

If the staff member has 'editcatalogue' permissions they have the ability to perform all of these actions. If you would like to control cataloging permissions on a more granular level choose from these options:

6.2.4. Granular Acquisitions Permissions

If the staff member has 'acquisition' permissions they have the ability to perform all of these actions. If you would like to control acquisitions permissions on a more granular level choose from these options:

  • budget_add_del

    • Ability to add and delete budgets (not modify()

  • budget_manage

    • Manage budgets

  • budget_modify

    • Ability to edit existing budgets (not to add or delete)

  • contracts_manage

    • Manage contracts

  • group_manage

    • Manage orders and basket groups

  • order_manage

    • Manage orders and baskets

  • order_receive

    • Manage orders and baskets

  • period_manage

    • Manage periods

  • planning_manage

    • Manage budget planning

  • vendors_manage

    • Manage vendors

6.2.5. Granular Serials Permissions

If the staff member has 'serials' permissions they have the ability to perform all of these actions. If you would like to control serials permissions on a more granular level choose from these options:

  • check_expiration

    • Check the expiration of a serial

  • claim_serials

    • Claim missing serials

  • create_subscription

    • Create a new subscription

  • delete_subscription

    • Delete an existing subscription

  • edit_subscription

    • Edit (but not delete or create) an existing subscription

  • receive_serials

    • Receive serials on existing subscriptions

  • renew_subscription

    • Renew an existing subscription

  • routing

    • Manage routing lists

6.2.6. Granular Tools Permissions

If the staff member has 'tools' permissions they have the ability to access and use all items under the Tools menu. If you would like to control which tools staff members have access to on a more granular level choose from these options:

6.2.7. Granular Reports Permissions

If the staff member has 'reports' permissions they have the ability to perform all of these actions. If you would like to control reports permissions on a more granular level choose from these options:

  • create_reports

    • The ability to create and edit but not run SQL reports

  • execute_reports

    • The ability to run but not create or edit SQL reports