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Proxies

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Learn how to create and block proxy users as well as create proxies for your patrons using the Admin module.

Create a proxy user

Add a proxy user to an account to create a relationship between the users. The proxy user must be added in the primary user's account.

  1. Search for the user to whom you want to add the proxy user.
  2. In the user account, click the Proxies accordion.
  3. Fare clic su Aggiungi proxy.
  4. In the Add Proxy window, search for the user you want to make the proxy, and click Find. The proxy must already have a record in the system.
  5. In the search results, locate the user you want to make the proxy, and click Add. The Add Proxy window reloads.
  6. Nella finestra Aggiungi proxy, inserire un codice a barre per il proxy. Questo codice a barre deve essere diverso dal codice a barre primario.
  7. Enter an Expiration Date. The expiration date must precede the expiration date of the primary user. If you do not enter an expiration date, the date will be inherited from the primary user.
  8. Fare clic su Aggiungi proxy.
  9. The proxy user is added to the Proxies section of the primary user's account.

Block a proxy user

Blocking a proxy user removes the relationship between the accounts. If you are using WorldShare Circulation, blocking a proxy removes their proxy borrowing privileges. The block does not affect the primary user.

Quando un account viene eliminato, vengono eliminate anche tutte le relazioni proxy associate a quell'account.

  1. Search for the primary user with the proxy user you want to block.
  2. Fare clic sulla fisarmonica Proxy.
  3. Click the barcode of the proxy user you want to block. The proxy user's account will open.
  4. Nella fisarmonica Dati utente di base, fare clic su Modifica (all'estrema destra).
  5. Selezionare la casella di controllo Bloccato.
  6. Fare clic su Salva.
  7. Nella finestra di conferma, fare clic su OK.

Using proxies with WorldShare Circulation

If you use WorldShare Circulation, you can create proxies for your patrons. Proxy patrons can check out items and place hold requests on behalf of a primary patron. Proxy patrons cannot view the account information of the primary patron, nor can they pay fines for the primary patron, even if the fines result from activities performed by the proxy patron.

In academic libraries, research assistants may be proxy patrons for professors.

Rules for proxy patrons, primary patrons, and library staff

If you create proxies for your patrons, the following rules apply:

Proxy patrons

  • Are associated with the primary patron’s account and with the proxy patron’s personal account.
  • Are listed in the Last Issued To field of the item they have checked out for the primary patron (Item Details > Statistics screen).
  • Have the same borrowing privileges and restrictions as the primary patron.
  • Any bills resulting from proxy patron activity will appear on both the proxy patron and primary patron accounts, but can be paid only from the primary patron account.
  • Can be associated with multiple primary patrons.
  • Use a proxy borrowing card, not the primary patron’s library card.
  • Cannot see items that are checked out to the primary patron.

Primary patrons

  • Can have multiple proxy patrons.
  • Can see the items that were checked out on their behalf and identify which proxy patron checked out the item.
  • Are responsible for the items checked out and renewed by the proxy patron.
  • Are responsible for all financial obligations from the use of the proxy account.

Library staff

  • See that the patron account is a proxy patron.
  • See the primary patron with whom the proxy patron is associated.
  • Vedere il numero e l'identità dei patroni proxy associati a un account primario.
  • Creare account di patrono proxy e associarli al patrono principale tramite il modulo Admin.
  • Bloccare manualmente l'account di un cliente proxy senza influenzare l'account del cliente principale.

Notifiche per un account proxy

Le notifiche vengono inviate ai clienti in caso di fatture, trattenute, programmi, articoli scaduti o richiamati. Le notifiche vengono create in OCLC Service Configuration (WMS Circulation > Notification Policy). Per ulteriori informazioni, consultare la sezione Politica di notifica.

Le notifiche per un account proxy saranno inviate al patrono proxy o al patrono principale come segue:

Notifica Sent To
Bill Notification Patrocinatore primario
Hold Pickup Notification Mecenate per procura
Notifica di scadenza della richiesta di blocco Mecenate per procura
Hold Shelf Expiry Notification Mecenate per procura
Schedule Expiry Notification Mecenate per procura
Schedule Pickup Notification Mecenate per procura
Programma Notifica di collocamento Mecenate per procura
Loan Overdue Notification Mecenate delegato e Mecenate primario
Recall Notification Mecenate per procura