USER ADMINISTRATION
Chapter 1. INTRODUCTION
The User Admin Menu
The User Admin menu provides access to features and functions related to administration of your library’s database of authenticated users.
To access the User Admin Menu:
-
Click the Staff Dashboard link on any screen in the Search
interface.
- The Staff Dashboard screen displays. The Dashboard displays all staff menus available for your user account.
- The User Admin menu provides access to the following options:
User Admin Menu
NOTE: Depending on the configuration of the system for your library or consortium, some options may not be available.
- Add a User – Lets you add a new authenticated user (patron or staff member) to your library’s user database (see Adding a User for details).
- Maintain RPA Error Codes – Lets you define “block” codes (provided by your library’s remote ILS) that will prevent patron access to the system (see Maintaining RPA Error Codes for details).
- Delete Obsolete Records – Lets you delete obsolete user records from your library’s user database (see Deleting Inactive Users for details).
- Edit User Accounts – Lets you edit or delete an existing user record in your library’s user database (see Editing User Accounts for details).
- Global Edit User Accounts – Lets you edit or delete an existing user record for any library within a consortium or collective (see Global Edit User Accounts for details).
NOTE: The Global Edit User Accounts function is available to Customer SuperUsers only.
- Global User Permissions – Lets you add or delete user permissions for one or more selected users (see Global User Permission Maintenance for details).
- Define Valid IP Ranges – Lets you define valid IP ranges for workstations within your library through which “generic” patron access to the system will be allowed (see Defining Valid IP Ranges for details).
- Configure User Record – Lets you configure the content and arrangement of the default user record for your consortium or collective (see Configuring the User Record for details).
NOTE: The Configure User Record function is available to Customer SuperUsers only.
- User Registration Duplicate Checking – Aids in minimizing the occurrence of creating more than one user record for a given patron (see Configuring User Registration Duplicate Checking for details).
- User Reports – Lets you generate database reports for your library’s user database (see Generating User Reports for details).
NOTE: Customer SuperUsers may generate user database reports for any library in a consortium or collective (see Generating User Reports for details).
- Search IP Ranges – Lets you generate a listing of all libraries that have configured a specified IP range as valid using the Define Valid IP Ranges function (see Searching IP Ranges for details)
NOTE: The Search IP Ranges function is available to Customer SuperUsers only.
- Patron Categories – The Patron Categories function is associated with the optional ILL Request Limits feature (see the ILL Administration User Guide for more information) that lets you create and maintain one or more Patron Categories to which patrons may be assigned for the purpose of restricting the number of ILL requests a patron may have active at any given time (see Managing Patron Categories for details).
NOTE: The ILL Request Limits feature is optional, and may not be enabled for all systems.
- Patron Groups – The Patron Groups function provides an additional level of control over access to specific resources. Patron Groups lets you create and maintain one or more Patron Groups to which patrons may be assigned (see Managing Patron Groups for details). Once created, access to selected Resources can be restricted, through the PAC Administration module, to only those patrons associated with a specified Patron Group (see the PAC Administration User Guide for more information).
- Default User Password – Lets you specify a default user password to be applied to all new user records (patron and staff) that are created in the User Administration module (see Setting the Default User Password for details).
- Click the Home button
to return to the Search interface.