Circulation Permissions Reference
This topic lists all circulation permission control records in alphabetical order. Use Ctrl+F to search for a control record, and then select it to view more information.
Access bookmobile
|
Description |
Open the Bookmobile workform. This workform is used to select and upload offline transaction files. User can retrieve transaction files created during offline operations. |
|
Organization level |
System |
|
Permission |
Allow |
Access bulk waive
|
Description |
Access the Bulk Waive Fines view of the Background Processing workform in Leap. For more information, see Bulk Waive Fines in the Leap help. |
|
Organization level |
System |
|
Permission |
Allow |
Access circulation control
|
Description |
Open the Circulation menu on the Polaris shortcut bar. Check in materials, check out materials, process holds or ILL requests, and accept fee and fine payments. |
|
Organization level |
System |
|
Permission |
Allow |
Access Credit Card Payments Manager
|
Description |
Open the Credit Cards Payment Manager from the Utilities menu on the Polaris shortcut bar. Work with the Credit Card Payments Manager. |
|
Organization level |
System |
|
Permission |
Allow |
Access hold request manager
|
Description |
Open and use the Holds view on the Request Manager workform to process and manage hold requests. |
|
Organization level |
Branch |
|
Permission |
Allow |
Access ILL request manager
|
Description |
Open and use the ILL view on the Request Manager workform to process and manage interlibrary loan requests. |
|
Organization level |
Branch |
|
Permission |
Allow |
Access notice history
|
Description |
Open the Notice History dialog from the Polaris Status workform and view the notice history for a specific item. |
|
Organization level |
Branch |
|
Permission |
Allow |
Access patron record bulk change
|
Description |
Use the Bulk Change option on the Record Set workform, Tools menu to change multiple patron records. To change records for a specific Registered at branch, the user also needs the permission Patron registration: Modify for that branch. |
|
Organization level |
System |
|
Permission |
Allow |
Access patron services
|
Description |
Open the Patron Services menu on the Polaris shortcut bar to register patrons and manage patron records/services. |
|
Organization level |
System |
|
Permission |
Allow |
Circulation check-in workform
|
Description |
Access specific views of the Check-in workform to: check in items that were on loan through INN-Reach or Rapido; do bulk check-ins; check in items that were used in the library but did not circulate outside of the library; take item inventory; and check in items in normal mode at the circulation desk. |
|
Organization level |
System |
|
Permission |
Access Resource Sharing mode, Access Bulk mode, Access In-house mode, Access Inventory mode, Access Normal mode |
Close ExpressCheck
|
Description |
Exit the Polaris ExpressCheck application at a self-check workstation. This permission applies to the legacy ExpressCheck product. It does not apply to the web-based ExpressCheck product. |
|
Organization level |
System |
|
Permission |
Allow |
Create a patron account credit
|
Description |
Accept overpayments from patrons and post credits to patron accounts. |
|
Organization level |
System |
|
Permission |
Allow |
Create on-the fly records
|
Description |
Create brief records that enable an item to circulate. |
|
Organization level |
System |
|
Permission |
Allow |
Create patron associations
|
Description |
Open the Associations view on the Patron Status workform, and add patron associations. |
|
Organization level |
System |
|
Permission |
Allow |
Create, return or forfeit a patron account deposit
|
Description |
Work with deposits in the Patron Status workform, Account view |
|
Organization level |
System |
|
Permission |
Allow |
Delete patron associations
|
Description |
Use the Delete option in the Associations view of the Patron Status workform to remove the links between patron records. |
|
Organization level |
System |
|
Permissions |
Allow |
Delete patron message
|
Description |
Remove a posted message from a patron record. |
|
Organization level |
System |
|
Permission |
Allow |
Delete photo IDs
|
Description |
Delete a patron photo from the Patron Photo view of the Patron Registration workform. |
|
Organization level |
System |
|
Permission |
Allow |
Display hold-request queues
|
Description |
Display the Holds Queue workform; process hold requests at any branch. |
|
Organization level |
System |
|
Permission |
Allow |
Fines: Allow credit card payments
|
Description |
Select Credit Card as payment method and input credit card information when a credit card is used to pay a fine or fee. |
|
Organization level |
System |
|
Permission |
Allow |
Fines: Allow refunds
|
Description |
Refund one or all payments from the Patron Status or Store Order workform. |
|
Organization level |
System |
|
Permission |
Allow |
Fines: Approve waiver requests for user threshold
|
Description |
Approve a waiver request for a patron's fees in the Approval Dashboard. |
|
Organization level |
System |
|
Permission |
Allow |
Fines: Decline waiver requests
|
Description |
Decline a waiver request for a patron's fees in the Approval Dashboard. |
|
Organization level |
System |
|
Permission |
Allow |
Fines: override 2nd level fine block
|
Description |
Override a second-level fine block to allow patrons to check out. |
|
Organization level |
System |
|
Permission |
Allow |
Fines: pay fines at circ
|
Description |
Select Pay on the Fines Block dialog to pay a patron's fines during check-out, renewal, or check-in. |
|
Organization level |
System |
|
Permission |
Allow |
Fines: Submit waiver requests
|
Description |
Select Waiver Request on the patron record workform > Account view to start the waiver process for a patron's fees. |
|
Organization level |
System |
|
Permission |
Allow |
Fines: waive fines at circ
|
Description |
Select Waive on the Fines Block dialog to waive a patron's fines during check-out. |
|
Organization level |
System |
|
Permission |
Allow |
Fines: Waive fines via claimed item charges prompt
|
Description |
Select No on the Claimed Item Overdue Charges dialog to waive overdue fines when checking in a claimed item. |
|
Organization level |
System, Library, Branch |
|
Permission |
Allow |
Hold requests
|
Description |
Each branch that processes hold requests assigns permissions for staff members to manage holds for their branch. Staff members who have the permission Modify PAC display note can change the note that displays for held items in the PAC. |
|
Organization level |
Branch |
|
Permission |
Access, Ask me later, Create, Delete, Deny item request, Locate/Return, Modify, Modify PAC display note, Reactivate request |
Hold requests bulk change
|
Description |
Allows users with this permission to bulk update all selected holds from the Request Manager for held till date (unclaimed date), expiration date and pickup location (including pickup areas). |
|
Organization level |
Branch |
|
Permission |
Access |
ILL requests
|
Description |
Each branch that handles interlibrary loan requests assigns permissions for staff members who manage ILL requests. Staff members with the permission Convert holds can convert a hold request to an ILL request. |
|
Organization level |
Branch |
|
Permission |
Access, Delete, Modify, Convert holds |
Manage item dialogs
|
Description |
Change specific aspects of selected item records from the Check-in workform, without accessing the records. The items must have a status of In and belong to the branch associated with the logged-in workstation. |
|
Organization level |
System, Library, Branch |
|
Permission |
Modify assigned collection, Modify barcode, Modify blocks, Modify circulation status, Modify material type, Modify notes, Modify shelf location, Withdraw items |
Merge patrons
|
Description |
Use the Patron Merge dialog, available from the Tools menu on the Patron Registration workform to merge information from the secondary patron into the primary patron's record, and delete the secondary record. |
|
Organization level |
System |
|
Permission |
Allow |
Modify due date and time
|
Description |
Select Special on the Check Out workform, and use the Special Loan dialog to set a special due date and time during check-out. |
|
Organization level |
System |
|
Permission |
Allow |
Modify fine amount
|
Description |
Change the fine amount in the Overdue Fine dialog when an overdue item is checked in or renewed. |
|
Organization level |
System |
|
Permission |
Allow |
Modify free days
|
Description |
Type a new number of days in the Free days box on the Check In workform to change the default number of free days (days exempt from overdue fines) when an item is checked in. |
|
Organization level |
System |
|
Permission |
Allow |
Modify hold queues
|
Description |
Change the position of holds on the Holds Queue workform. |
|
Organization level |
System |
|
Permission |
Allow |
Modify lost/damaged item amount
|
Description |
Change the amount of the replacement charge or processing fee when declaring an item lost or damaged. You can edit these amounts in the Declare Lost Item dialog or the Declare Damaged Item dialog. Note: You can only declare an item damaged when you are working in Leap. For more information, see Check In a Damaged Item or Declare an Item Lost or Damaged in the Leap help. |
|
Organization level |
System |
|
Permission |
Allow |
Modify ORS patron ratings
|
Description |
Select items from the Patron Status workform, Reader Services view and add or modify the patron's ratings, including notes. |
|
Organization level |
System, Library, Branch |
|
Permission |
Allow |
Modify photo IDs
|
Description |
On the Patron Registration workform, Patron Photo view, add or replace a patron photo. |
|
Organization level |
System |
|
Permission |
Allow |
Modify receipt message text
|
Description |
Edit and save the message text on the Circulation, Options, Receipt Printer Options tab. |
|
Organization level |
System |
|
Permission |
Allow |
Modify renewal period
|
Description |
Select Special Renew on the Items Out view of the Patron Status workform to set a special renewal loan period for a checked-out item. |
|
Organization level |
System |
|
Permission |
Allow |
ORS: Link from bibliographic record
|
Description |
Select Links > Outreach Patrons in the Bibliographic Record workform or right-click a bibliographic record in the Find Tool results list, and select Links, Outreach Patrons to display the list of linked patrons whose reading histories include items linked to the bibliographic record. (Outreach Services must also be licensed for the staff member's logged-in workstation.) |
|
Organization level |
System |
|
Permission |
Allow |
Outreach Services Manager
|
Description |
Open the Outreach Services Manager workform and process outreach services for multiple patrons. |
|
Organization level |
Branch |
|
Permission |
Access |
Override age restrictions
|
Description |
Continue a checkout or placing a hold request for a patron who is blocked due to age restrictions for a specific material type. For more information on this feature, see Using Age-Related Loan Policies in the Leap help. |
|
Organization level |
System |
|
Permission |
Allow |
Override associated patron block
|
Description |
Continue a checkout or renewal for a patron whose associated patrons are blocked. Both this permission and the permission to override the specific block are required to continue a checkout. |
|
Organization level |
System |
|
Permission |
Allow |
Override claimed item limits
|
Description |
Continue a checkout, continue a renewal, and add new claims for a patron who has exceeded the current or total claimed items limit. |
|
Organization level |
System |
|
Permission |
Allow |
Override collection agency block
|
Description |
Continue a checkout or renewal for a patron who is blocked because their account has been referred to a collection agency. |
|
Organization level |
System |
|
Permission |
Allow |
Override invalid patron barcode message
|
Description |
Continue to save a patron record when an invalid barcode message is displayed. |
|
Organization level |
System |
|
Permission |
Allow |
Override item assigned blocks
|
Description |
Continue a checkout or renewal when the item has library-assigned blocks. |
|
Organization level |
System |
|
Permission |
Allow |
Override item free-text blocks
|
Description |
Continue a checkout or renewal when the item has a free-text block. |
|
Organization level |
System |
|
Permission |
Allow |
Override item limit blocks
|
Description |
Continue a checkout or renewal when the item exceeds the items out limits have been reached for: material type, total items out, or reserve items out. |
|
Organization level |
System |
|
Permission |
Allow |
Override non-circulating blocks
|
Description |
Continue a checkout or renewal when the item is non-circulating; when the material type limit for that patron code is set to 0 in the Patron Material Type Loan Limits policy table; or when the loan period is set to 0 in the Loan Periods policy table. |
|
Organization level |
System |
|
Permission |
Allow |
Override overdue limit
|
Description |
Continue a checkout or renewal operation for a patron who has exceeded the limit for overdue or long overdue items. |
|
Organization level |
System |
|
Permission |
Allow |
Override patron assigned blocks
|
Description |
Continue a checkout or renewal for a patron who has a library-assigned block on their patron record. |
|
Organization level |
System |
|
Permission |
Allow |
Override patron free-text blocks
|
Description |
Continue a checkout or renewal for a patron with a free-text block on the patron record. |
|
Organization level |
System |
|
Permission |
Allow |
Override renewal limit blocks
|
Description |
Continue a checkout or renewal for a patron with free-text block on the patron record. |
|
Organization level |
System |
|
Permission |
Allow |
Override request blocks
|
Description |
Continue to create a hold request when a patron or item block occurs. |
|
Organization level |
System |
|
Permission |
Allow |
Override request limits
|
Description |
Continue to create a hold request when a message blocks the request because the patron exceeded the request limit. |
|
Organization level |
System |
|
Permission |
Allow |
Patron claims: Reset total claim count
|
Description |
On the Patron Status workform - Claims view, reset a patron’s total (lifetime) claims to 0. |
|
Organization level |
System |
|
Permission |
Allow |
Patron privileges
|
Description |
For staff to access the following patron preferences on the patron record: Extended Loan Period, Increased Check Out Limit |
|
Organization level |
System |
|
Permission |
Modify |
Patron record sets
|
Description |
Each organization that owns patron record sets assigns permissions to the staff members who work with patron record sets belonging to that organization. The Export permission lets you export patron record sets from Leap to Excel. Note: You can only export record sets owned at the System, Library, or Branch level. Record sets owned by individuals cannot be exported. |
|
Organization level |
System, Library, Branch |
|
Permission |
Access, Create, Delete/Undelete, Export, Modify |
Patron registration
|
Description |
Each branch assigns permissions for staff members to access the Patron Registration workform, edit the information, and delete patron registration records for patrons registered at that branch. The Modify postal address fields permission allows staff members to enter a city/state/county/postal code combination that does not already exist in the postal codes table. (The new combination is added to the table when the record is saved.) |
|
Organization level |
System |
|
Permission |
Access, Create, Create express registration record, Delete, Modify, Modify postal address fields, Override blocks to delete |
Patron status
|
Description |
1) Each branch assigns permissions for staff members to access account information for patrons registered at that branch. 2) Access permissions allow staff members to access all patron status (account) information or specific patron account views. 3) Bill a charge manually allows users with this permission in addition to Access and Modify patron account permissions, to bill a charge manually. 4) Create/delete patron blocks permissions allow staff to create or delete blocks for patrons. 5) Display permissions indicate the patron status information that is displayed. 6) Modify permissions allow staff to change information in the patron's account. 7) Patron record secure and release permissions allow staff to secure a patron record to prevent check outs and other library activity, and then release the record to resume library activity. 8) View, create, and delete dated patron notes. |
|
Organization level |
Branch |
|
Permission |
1) Access, Access notice history, Access patron account 2) Access patron account: Transaction summary 3) Bill a charge manually 4) Create/delete patron blocks 5) Display associations, Display claimed items, Display hold request list, Display items checked-out, Display notes, Display patron blocks, Display reader services 6) Modify notes, Modify patron account, Modify reader services 7) Patron record: Release, Patron record: Secure 8) Display dated notes: Allow, Create dated notes: Allow, Delete dated notes: Allow |
Picklist application
|
Description |
1) Use the Picklist in the Leap. 2) Modify an item's circulation status from the Picklist in Leap. |
|
Organization level |
System, Branch |
|
Permission |
1) Allow 2) Modify circulation status |
Post patron message
|
Description |
Use the Add message and Modify message options in the Notes view of the Patron Status workform to add a message that the patron can read and delete from their patron account in the PAC. |
|
Organization level |
System |
|
Permission |
Allow |
Reading history: Remove non-ORS patron history entries
|
Description |
Select and remove individual items from the Reading History list on the Patron Status workform, Reader Services view. The Patron Status: Modify reader services permission is also required. |
|
Organization level |
System, Library, Branch |
|
Permission |
Allow |
Reading history: Remove ORS patron history entries
|
Description |
Select and remove individual items from an outreach services patron's reading history. The Patron Status: Modify reader services permission is also required. |
|
Organization level |
System, Library, Branch |
|
Permission |
Allow |
Remove collection agency block
|
Description |
Select and remove specific charges for a patron from collection agency reporting. |
|
Organization level |
System |
|
Permission |
Allow |
Renew items
|
Description |
Renew items |
|
Organization level |
System |
|
Permission |
Allow |
Renew items with holds
|
Description |
Renew items with hold requests |
|
Organization level |
System |
|
Permission |
Allow |
Renew overdue items
|
Description |
Renew items that are overdue |
|
Organization level |
System |
|
Permission |
Allow |
Reset due date
|
Description |
Reset the due date of checked out items |
|
Organization level |
System |
|
Permission |
Allow |
Special item check in
|
Description |
Access - Access the Special Item Check-In dialog in the staff client and the Missing Part and Damaged views of the Check In workform in Leap. Select damaged - Check in a damaged item in Leap. Select missing part, Select unavailable - Check in (in the staff client or in Leap) multi-part items that are missing a part or parts. |
|
Organization level |
System, Library, Branch |
|
Permission |
Access, Select damaged, Select missing part, Select unavailable |
Suppress warnings for breakable links when deleting multiple patron records
|
Description |
A staff member with this permission can clear the Warn me about breakable links box when deleting multiple patron records so that these warnings do not appear for each record that has breakable links. |
|
Organization level |
System |
|
Permission |
Allow |
Suppress warnings for unbreakable links, and other stopping conditions, when deleting multiple patron records
|
Description |
A staff member with this permission can clear the Warn me about unbreakable links and other stopping conditions box when deleting multiple patron records so that these warnings do not appear for each record that has unbreakable links. |
|
Organization level |
System |
|
Permission |
Allow |
Use 'own' patron record sets
|
Description |
Create and maintain patron record sets owned by an individual staff member or group. |
|
Organization level |
System |
|
Permission |
Allow |
