Profile

Trova informazioni sul profilo dell'utente, dove l'utente della biblioteca può visualizzare le informazioni di contatto associate al suo account.

Select Profile under your account name or navigate to the Profile tab of My Account to view notification preferences.

When enabled, users can configure email and SMS notifications for their requests using the Notifications section. Users can enter an alternate email for email notifications and must enter a phone number for SMS notifications.

Customize the View Profile tab

Customize the Profile tab to hide or show specific information or settings on your library users' Profile tab in My Account. 

  • Refer to Profile Settings for more information.
    • The Circulation Admin or WorldShare ILL Admin role is required to view the Profile Settings module. 

From the OCLC Service Configuration, select Profile Settings from the My Account module to access options for:

  • Public user notes: Determine whether to display public user notes in My Account that your library staff have created within an individual library user's account in the WorldShare Admin tab.
  • Notification usage message: Determine whether to display custom text on the Profile tab that describes why certain information is shown and how to get more information related to these policies.
  • Email notifications: Determine to display the options for opting in/out of email and supplying an alternate email address in the Profile tab.
  • SMS/text notifications: Determine to display the options for opting in/out of texts and supplying a mobile phone number in the Profile tab.

Account notes

If enabled in the Profile Settings section of the My Account module in OCLC Service Configuration, public notes will display to your library users on the Profile tab in My Account. These are public notes that your library staff has associated with a specific user's account in the WorldShare Admin tab. Refer to WorldShare Admin, Notes for more information.

To enable Public user notes, from the Profile Settings page, toggle the Display public notes in the user's profile option and click Save. 

When enabled:

  • All library users will see all notes associated with their individual accounts.
  • Only library staff and the individual library user will see the notes. 
  • Up to five notes per user can be displayed.
  • Alert notes display at the top of the list.

Public user notes are disabled by default. 

Account Management

PIN

When your library has enabled PIN management, the Change PIN option will appear under the Profile tab. See Patron PIN Settings to enable the Change PIN option.

WorldShare PINs allow patrons to access self-service kiosks, digital content platforms, your library's wifi network, consortial borrowing services, and any other service that you need to secure but cannot integrate with your library's modern authentication flows and single sign-on (SSO) experiences. A user's circulation barcode and WorldShare PIN can be used to verify the user's identity against your library's WMS user records. 

  • I valori del PIN possono essere impostati o aggiornati anche tramite il processo di caricamento dei dati del patrono in XML.
  • Il codice a barre e il PIN di un utente possono essere utilizzati per controllare l'accesso ai servizi WMS SIP2 e NCIP. Per ulteriori informazioni, vedere Configurazione SIP2.
    • When patron verification is configured to be required, WMS will send back an error response if the connection is not encrypted, user credentials are not provided, or invalid credentials are provided.

Clicking the Change PIN button will open a new screen where the user will be asked to specify and confirm their new PIN.

  • Users will not be able to see or recover their current PIN.

Password

Selezionare Cambia password per accedere alla schermata di modifica della password. 

Notifications

Libraries can choose to configure automatic or manual request-related notifications for their library users. When enabled on the Profile tab, library users can select to opt in out out of notifications.

When library users add or edit the Alternate Email or Mobile number information, they are updating the Delivery Notification section of their account. They are not changing the phone or email that your library has on file in the Library Record section of the user's account. 

  • By default, users will receive email messages. If a user opts out of email notifications, notifications are still sent.
  • Le notifiche dei messaggi di testo sono disattivate per impostazione predefinita. 
    • To enable the ability to send SMS notifications for library users, turn on Send SMS for automated notifications in the Notifications module of the OCLC Service Configuration.  Enabling this setting displays the Phone Number field to library users allowing them to enter their contact information to receive text message notifications.  See Notifications for more information.
      • Only phone numbers with a country code of +1 (United States and Canada) can receive SMS notifications. It is recommended that libraries outside the United States and Canada do not enable SMS notifications.
  • Add the Phone field to your Request Forms to allow library users to receive SMS notifications for their requests.  See Request Form fields for more information.

 Note:  Tipasa notifications must be set up by your library in order for your library users to receive them. You can set up notifications in OCLC Service Configuration. For more information on setting up notifications, see Set up notifications. Within Profile, the library user must also ensure texting is on and must provide a phone number, which is saved as the SMS Messaging / Telephone value within the Delivery Notification section in the user's account.  The phone number in the Library Record section of the user's account will not be used for texting.

Custom usage message

To describe for your library's users why certain information is shown or how to get more information related to your library's policies, include a custom usage message within the Notifications section on the Profile tab. To set a custom usage message, navigate to the OCLC Service Configuration and select My Account > Profile Settings. Select Notification usage message and toggle on the Display a custom message about how user contact information is used and managed setting. Refer to Profile Settings for more information.

Email notifications

The listed information for Email comes from the Library Record section of the patron's account. Library users cannot change this information and must contact the library for any necessary corrections. 

Notifications for items on loan through WorldShare Circulation will be sent to the listed Email Address. 

Email notifications about requests submitted through Tipasa will be sent to the primary email in the Library Record section of the user's account. If the user would like to receive email notifications about their requests submitted to Tipasa at a different email address, they can enter an alternate email in the Use Alternate Email field. See Use Alternate Email.

Alternate email

The email address(es) from the Library Record section of the user's account will appear under Email. Library users must contact the library to update the email address(es) in their Library Record section of the user's account. Email notifications about their account will be sent to the primary email in the Library Record section of the user's account. If the user would like to receive email notifications at a different email address, they can enter an alternate email in the Alternate email field.

Click on Save Changes to save the alternate email address.

SMS/Text notifications

Mobile number

Text notifications are disabled by default. If the user would like to receive text message notifications about their account, they must enter a phone number in the Mobile number field and enable Send library account updates by text message. 

 Nota: solo i numeri di telefono con prefisso internazionale +1 (Stati Uniti e Canada) possono ricevere notifiche SMS. Si raccomanda alle biblioteche al di fuori degli Stati Uniti e del Canada di non attivare le notifiche via SMS.

  • Add the Phone field to your Request Forms to allow library users to receive SMS notifications for their requests.  See Request Form fields for more information.

Click on Save changes.

Borrowing history

Una volta abilitata, la scheda Cronologia prestiti apparirà ne Il mio account e gli utenti potranno scegliere di abilitare la conservazione della propria cronologia dalla scheda Profilo . Per ulteriori informazioni sull'attivazione della scheda Cronologia dei prestiti, vedere Cronologia .

Ogni utente controlla la conservazione e la visualizzazione della propria cronologia dei prestiti di WorldShare Circulation. Per impostazione predefinita, tutti gli utenti sono esclusi dalla cronologia dei prestiti e, quando visualizzano per la prima volta la scheda Cronologia dei prestiti, ricevono un invito ad abilitare la conservazione. 

Per abilitare la cronologia dei prestiti per il proprio account, gli utenti della biblioteca devono attivare l'opzione Abilita la mia cronologia dei prestiti. Il periodo di conservazione della biblioteca viene visualizzato nel testo esplicativo.

Contact Information

To modify this information, library users must contact the library to update the Library Record section of the user's account.

Numero di telefono

The phone number(s) from the Library Record section of the user's account will appear under Phone Number. Library users must contact the library to update the phone number(s) listed.

Indirizzo

View the mailing address(es) from the Library Record section of the user's account. Library users must contact the library to update the address information listed.