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Staff features and accounts

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See the features of the staff view of the WorldCat Discovery interface.

Staff features

Library staff has the option to Sign In to the WorldCat Discovery interface in order to benefit from the staff features that are not visible to patrons. The staff view of WorldCat Discovery includes the:

  • OCLC number in the brief record shown in search results

    • View the OCLC Number directly within the search results

      Screenshot of the OCLC Number Staff feature in WorldCat Discovery


       
  • Option to display the MARC record
    • Available for libraries that maintain up-to-date holdings in WorldCat and have an OCLC cataloging or CatExpress subscription

      Screenshot of the MARC record Staff feature in WorldCat Discovery


       
  • Ability to create and place ILL requests for patrons directly in the Discovery interface using the Staff ILL Request button. 
    • Click the Staff ILL Request button from the item record detail to view the item record from within the WorldShare ILL or Tipasa interface.  View holdings for the item and click Create Request to populate the request form with the bibliographic information of the item. 
      • For additional information about processing requests in WorldShare ILL, please see Process requests.
      • For additional information about processing requests in Tipasa, please see Process requests.
    • Available to libraries with access to WorldShare Interlibrary Loan or Tipasa.  Staff members will need the WorldShare ILL Admin or WorldShare ILL User roles.  See Interlibrary Loan roles for more information.

Create users

Create accounts for your users. Required fields may vary, depending on the services your library subscribes to. Additionally, if you are using a third-party authentication system, you will not see the Identity Management section.

Seguire le convenzioni di denominazione degli account utilizzate dal proprio istituto durante la creazione dei nomi utente. Se stai creando account per i membri del tuo staff, assicurati di dire loro il loro nome utente subito dopo aver creato l'account. Avranno bisogno del loro nome utente per creare una password.

 Note:  Need help? Contact OCLC Order services. If your library does NOT have a WorldCat Discovery URL, please see the information on the Ordering page.

For more information on creating accounts, see Create users in the WorldShare Admin Online Help.

To manage accounts in WorldShare, see User Management.

Create a user account

From the Admin section:

  1. Nella navigazione a sinistra, in Gestione utenti, fare clic su Nuovo utente.
  2. On the Basic User Data panel, OCLC recommends filling in the following fields:
    • First Name: Highly recommended
    • Address, Phone Number, or Email Address: Email is highly recommended.

      •  Note:  In order to create an account, the user/patron requires a Primary email address.  Enter an email address and select Primary next to the Email Type.

    • User Name (or Barcode): Required. If you cannot edit or do not see the User Name field, type in the Barcode field

    Alcune biblioteche hanno campi obbligatori aggiuntivi (quelle con funzionalità Circolazione e altri):

    • Sede: richiesta per alcuni. Selezionare la sede preferita dell'utente dall'elenco
    • Patron Type: Required for some. Select the patron type from the list
  3. Fare clic su Crea.
  4. On the confirmation window, click OK. The user/patron account appears.

Assign roles to a user account

  1. In the user account, expand the Roles accordion.
  2. Within the Roles accordion, click Edit (on the far right).
  3. Select the appropriate roles.
    • Select WC Discovery Admin for staff that will need to be able to administer staff accounts.  Otherwise, select WorldCat Discovery Staff.
    • For more information on the actions users can perform with additional individual roles, see Roles
    • All accounts must have the Everyone role assigned. The Everyone role is included automatically and should not be removed
  4. Fare clic su Salva.

Prompt your staff member to set a password

  1. For the account you just created, perform one of the following actions so your staff member can create a password:
    1. Fare clic su Imposta/Ripristina nella sezione Gestione identità, se disponibile, o
    2. Direct your staff to:
      1. Vai URL WorldShare della tua biblioteca . Sostituisci latuabiblioteca con l’identificativo della tua biblioteca: https://latuabiblioteca.share.worldcat.org/wms
      2. Fare clic su Imposta/reimposta password nella schermata di accesso.
  2. Either action will send a system-generated message to the email address in the account. Please note:
    • Il membro dello staff deve seguire il collegamento nell'e-mail generata dal sistema entro 24 ore per impostare una password. Dovrebbero controllare la loro cartella posta indesiderata se non vedono l'e-mail entro pochi minuti
    • Se il collegamento scade, è possibile eseguire uno dei passaggi precedenti per chiedere nuovamente al membro dello staff

 Note: Send your staff member their user name. Your staff member needs this information to create a password.

 

Guarda un video

Staff features in WorldCat Discovery

Run time: 2:49

This video demonstrates a few of the features available to library staff in WorldCat Discovery.