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.
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.
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
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
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
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:
edit_catalogue
Ability to access all cataloging functions via the Cataloging page
edit_items
Ability to make edits to item records, but not bib records
The ability to catalog using only the Fast Add Framework found on the Circulation page
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
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
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:
batch_upload_patron_images
Upload patron images in batch or one at a time (Access to the Image Upload Tool)
delete_anonymize_patrons
Delete old borrowers and anonymize circulation/reading history (Access to the Anonymize Patron Tool)
edit_calendar
Define days when the library is closed (Access to the Calendar/Holidays Tool)
edit_news
Write news for the OPAC and staff interfaces (Access to the News Tool)
edit_notice_status_triggers
Set notice/status triggers for overdue items (Access to the Overdue Notice Status/Triggers Tool)
edit_notices
Define notices (Access to the Notices Tool)
export_catalog
Export bibliographic and holdings data (Access to the Export Bibliographic & Holdings Data Tool)
import_patrons
Import patron data (Access to the Import Patrons Tool)
inventory
Perform inventory (stocktaking) of your catalog (Access to the Inventory Tool)
items_batchdel
Perform batch deletion of items (Access to the Delete a queryset of items Tool)
items_batchmod
Perform batch modification of items (Access to the Modify a queryset of items Tool)
label_creator
Create printable labels and barcodes from catalog and patron data (Access to the Label Creator and Quick Label Creator Tools)
manage_csv_profiles
Create and edit CSV profiles (Access to the CSV Profiles Tool)
manage_staged_marc
Managed staged MARC records, including completing and reversing imports (Access to the Manage Staged MARC Records Tool)
moderate_comments
schedule_tasks
Schedule tasks to run (Access to the Task Scheduler Tool)
stage_marc_import
Stage MARC records into the reservoir (Access to the Stage MARC Records Tool)
view_system_logs
Browse the system logs (Access to the Log Viewer Tool)
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