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USER ADMINISTRATION

Chapter 2. MANAGING USERS

   

 

Configuring ILL Permissions for Patrons

If your library participates in Interlibrary Loan, you may wish to allow library patrons to submit ILL requests, and to track the progress of their in-process requests. The “generic” patron account (see About VERSO Users for details) lets you enable or disable Interlibrary Loan permissions for unauthenticated patrons. Additionally, when you add an authenticated patron to your library’s user database, the patron automatically “inherits” the Interlibrary Loan permissions assigned to the “generic” patron. If you wish to change the Interlibrary Loan permissions for a given authenticated patron, you must edit the permissions manually.

To configure ILL permissions for patrons:

  1. From the User Account List (see Viewing the User Account List for details), click the Username link for the user for whom you wish to edit ILL Permissions. To edit ILL permissions for unauthenticated users, select the Username “patron”). To edit ILL permissions for library guests, select the Username “guest.”
    • The Edit User Account screen displays in an additional browser window.
  2. Click the ILL Permissions link.
    • The ILL Permissions screen displays in an additional browser window.

ILL Permissions Screen

ILL Permissions Screen

  • If ILL Permissions were not previously configured for the patron, the message “ILL Permissions Record not found for: (username). Click on Submit to display a blank permissions record.” displays.
  • Click the Submit button to close the message, then click the ILL Permissions link again to display a blank ILL Permissions screen.
  1. Use the checkboxes to select the permissions you wish to grant to the user.
    • Clicking the checkbox next to a permission will toggle it on and off. A checkmark in the checkbox checkmark indicates the user is granted the associated permission. An empty checkbox checkbox indicates the user is denied the associated permission.
    • To allow the user to submit borrow requests, select the Originate borrow requests checkbox.
    • To allow the user to submit copy requests, select the Originate copy requests checkbox.
    • To allow the user to track their in-process ILL requests, select the Patron request tracking checkbox.
    • To allow the user to change the currently specified or default pickup location, select the Change Pickup Location checkbox. This permission is not applicable to systems employing Network Lender functionality.
  2. Click the Submit button on the ILL Permissions screen to save your changes.
    • The ILL Permissions screen closes automatically.
  3. Click the Close button on the Edit User Account screen.