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circ:accounts:types [2020/01/23 16:17] – [Staff Permission Groups] tmccannacirc:accounts:types [2024/01/26 16:34] (current) – [Patron Permission Group Summary Chart] tmccanna
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 Each patron and staff account is assigned to a permission group (type of account) that controls what functions they can use and circulation rules may apply. Each patron and staff account is assigned to a permission group (type of account) that controls what functions they can use and circulation rules may apply.
  
-===== Patrons Permission Groups =====+===== Patron Permission Groups =====
  
   * **Patron** - Normal users. Privilege is two years. This user will be blocked if a total of $10 or more is owed. User is billable [1999.05]. User may have up to 50 holds at a time. This profile can also be used for users who live out-of-state but work, attend school, or own property within Georgia.    * **Patron** - Normal users. Privilege is two years. This user will be blocked if a total of $10 or more is owed. User is billable [1999.05]. User may have up to 50 holds at a time. This profile can also be used for users who live out-of-state but work, attend school, or own property within Georgia. 
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     * See also: [[circ:accounts:digital-only|More information about Digital Only accounts]]     * See also: [[circ:accounts:digital-only|More information about Digital Only accounts]]
   * **Friend** – A library user who is a member of a local Friends of the Library organization.  Privilege is one year.  User is billable, and has same use parameters as the Patron profile.   * **Friend** – A library user who is a member of a local Friends of the Library organization.  Privilege is one year.  User is billable, and has same use parameters as the Patron profile.
-  * **GLASS** – This profile type is restricted to patrons who are already registered with GLASS and have a KLAS ID number. PINES staff can create these accounts, but most will be created and managed by AMLAS staff. GLASS users are allowed up to 50 checkouts at a time. Privilege is for two years. Standard checkout period is for 30 days with 1 renewal. Homebound users are not billed overdue fines, but will be charged for lost, damaged, or long overdue items. 15 holds are allowed at once. GLASS users may place holds on DVDs that have descriptive audio tracks and on large-print books, and these items will be routed to the AMLAS office (STATELIB-B) for packaging and shipping through the United States Postal Service’s Free Matter for the Blind program.  [2014.05 and 2014.07] +  * **GLS** – This profile type is restricted to patrons who are already registered with GLS and have a KLAS ID number. PINES staff can create these accounts, but most will be created and managed by AMLAS staff. GLS users are allowed up to 50 checkouts at a time. Privilege is for two years. Standard checkout period is for 30 days with 1 renewal. Homebound users are not billed overdue fines, but will be charged for lost, damaged, or long overdue items. 15 holds are allowed at once. GLS users may place holds on DVDs that have descriptive audio tracks and on large-print books, and these items will be routed to the AMLAS office (STATELIB-B) for packaging and shipping through the United States Postal Service’s Free Matter for the Blind program.  [2014.05 and 2014.07] 
-    * See also: [[circ:accounts:glass|GLASS Patron Profile Instructions]]+    * See also: [[circ:accounts:gls|GLS Patron Profile Instructions]]
   * **Homebound** – Homebound users are individuals who are unable to visit a library in person without great difficulty and who either have materials delivered to them by a library’s outreach department or picked up for them by a designated representative. Cards should not be issued to users that live outside of a library’s service area. Individuals who assist the Homebound user by picking up materials from the library on behalf of the Homebound user should be listed in the account’s Alert field. Homebound users are allowed up to 50 checkouts at a time. Privilege is for two years. Standard checkout period is for 30 days with 1 renewal. Homebound users are not billed overdue fines, but will be charged for lost, damaged, or long overdue items. 15 holds are allowed at once. [2014.05]   * **Homebound** – Homebound users are individuals who are unable to visit a library in person without great difficulty and who either have materials delivered to them by a library’s outreach department or picked up for them by a designated representative. Cards should not be issued to users that live outside of a library’s service area. Individuals who assist the Homebound user by picking up materials from the library on behalf of the Homebound user should be listed in the account’s Alert field. Homebound users are allowed up to 50 checkouts at a time. Privilege is for two years. Standard checkout period is for 30 days with 1 renewal. Homebound users are not billed overdue fines, but will be charged for lost, damaged, or long overdue items. 15 holds are allowed at once. [2014.05]
       * Each Library System's Director shall determine which of their staff members are permitted to create user accounts with the Homebound profile.        * Each Library System's Director shall determine which of their staff members are permitted to create user accounts with the Homebound profile. 
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   * **OutOfState** – A library user who resides out-of-state. Privilege fee is $25. Privilege limit is 1 year. This user will be blocked if a total of $10 or more is owed. User is billable. User may have up to 50 holds at a time.   * **OutOfState** – A library user who resides out-of-state. Privilege fee is $25. Privilege limit is 1 year. This user will be blocked if a total of $10 or more is owed. User is billable. User may have up to 50 holds at a time.
   * **PaymentPlan** – Temporary status for individuals making payments on fees that would otherwise automatically go to collections.  A library system can notify the collection agency not to pull patrons with this profile.  The profile should be returned to a permanent status after full payment of the fee.  User has identical privileges to Patron profile [2008.11].   * **PaymentPlan** – Temporary status for individuals making payments on fees that would otherwise automatically go to collections.  A library system can notify the collection agency not to pull patrons with this profile.  The profile should be returned to a permanent status after full payment of the fee.  User has identical privileges to Patron profile [2008.11].
 +  * **PLAY Card** - //This permission group should only be used during the automated batch loading of student accounts by PINES.// PLAY cards are limited to five checkouts at a time and to two holds at a time. Users are not charged overdue fines, but can be billed for lost, long overdue, and damaged materials as normal. Parents/guardians are responsible for these fines. The patron's home library will be responsible for lost or damaged materials and long-overdue fines not recovered by other libraries for their materials. The account expires after one year. [Pilot approved 2018.12, became available 2019.02, modified 2019.12, made permanent 2021.05.] 
 +      * [[circ:accounts:studentcards|PLAY Card Documentation]]
 +  * **Quipu** - Patrons who register online get assigned a Quipu e-card that provides immediate access to e-resources, but no holds or checkouts. The account expires after 1 year. Patrons may upgrade to a full Patron card by coming into a library and presenting their ID/proof of address.
   * **Restricted** – A library user with restricted library use. Privilege limit is 1 year. This user may have only 2 items checked out simultaneously. This user will be blocked after 1 overdue item and if a total of $0.01 is owed. User is billable. User may have up to 5 simultaneous holds.   * **Restricted** – A library user with restricted library use. Privilege limit is 1 year. This user may have only 2 items checked out simultaneously. This user will be blocked after 1 overdue item and if a total of $0.01 is owed. User is billable. User may have up to 5 simultaneous holds.
  
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   * **StaffNoPerm** – A library user who has staff member privileges on borrowing items, but does not have staff-level permissions [2009.05].   * **StaffNoPerm** – A library user who has staff member privileges on borrowing items, but does not have staff-level permissions [2009.05].
-  * **Student Card (Pilot)** - //For use only by Live Oak Public Library System (LOPL) during pilot period. LOPL is working with Chatham County schools and PINES staff to develop a method of importing student data to create accounts in an automated fashion.// Student cards are limited to five checkouts at a time and to two holds at a time. Users are not charged overdue fines, but can be billed for lost, long overdue, and damaged materials as normal. Parents/guardians are responsible for these fines. LOPL will be responsible for lost or damaged materials and long-overdue fines not recovered by other libraries for their materials. The account expires after one year. [Pilot approved 2018.12, became available 2019.02, modified 2019.12.] 
   * **Temp** – A library user who resides in the area for a limited period of time, but lives permanently outside of the state. Privilege limit is 6 months. Privilege fee will be ½ ($12.50) of the fee charged for OutOfState users. This card carries limited borrowing privileges. This user may check out up to 5 items simultaneously. This user will be blocked after 1 overdue item and if a total of $0.01 is owed. User is billable. User may have up to 5 simultaneous holds.   * **Temp** – A library user who resides in the area for a limited period of time, but lives permanently outside of the state. Privilege limit is 6 months. Privilege fee will be ½ ($12.50) of the fee charged for OutOfState users. This card carries limited borrowing privileges. This user may check out up to 5 items simultaneously. This user will be blocked after 1 overdue item and if a total of $0.01 is owed. User is billable. User may have up to 5 simultaneous holds.
   * **TempRes6** – A library user 18 years of age or older.  User has identical privileges to Patron profile, except that privilege expires after 6 months, and card must be renewed at that interval.  This profile may be used for college students or military personnel who move frequently.  There is no fee to receive this card.    * **TempRes6** – A library user 18 years of age or older.  User has identical privileges to Patron profile, except that privilege expires after 6 months, and card must be renewed at that interval.  This profile may be used for college students or military personnel who move frequently.  There is no fee to receive this card. 
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   * **Trustee** – A library user who is a member of a Library’s Board of Trustees. Privilege is 2 years. User is not billable. Same use parameters as Patron profile.    * **Trustee** – A library user who is a member of a Library’s Board of Trustees. Privilege is 2 years. User is not billable. Same use parameters as Patron profile. 
  
 +===== Patron Permission Group Summary Chart =====
 +
 +(See section above for additional rules and requirements for each permission group.)
 +
 +{{tablelayout?rowsHeaderSource=8&float=center}}
 +^ Profile ^ Concurrent Checkouts ^ Concurrent Holds ^ Default Circ Duration ^ Privilege Expiration ^ Billable for Late Fines? ^ Annual Card Fee ^ Age Restriction ^
 +| Patron | 50 | 50 | 14 days | 2 years | Yes | n/a | n/a |
 +| Digital Only | n/a | n/a | n/a | 1 year | n/a | n/a | n/a |
 +| Friend | 50 | 50 | 14 days | 1 year | Yes | n/a | n/a |
 +| GLS | 50 | 15 | 30 days | 2 years | No | n/a | n/a |
 +| Homebound | 50 | 15 | 30 days | 2 years | No | n/a | n/a |
 +| Institution | 50 | 50 | 42 days | 1 year | No | n/a | n/a |
 +| NonResident | 50 | 50 | 14 days | 1 year | Yes | n/a | n/a |
 +| OutOfState | 50 | 50 | 14 days | 1 year | Yes | $25.00 | n/a |
 +| PaymentPlan | 50 | 50 | 14 days | 2 years | Yes | n/a | n/a |
 +| PLAY Card | 5 | 2 | 14 days | 1 year | No | n/a | n/a |
 +| Quipu | n/a | n/a | n/a | 1 year | n/a | n/a | n/a |
 +| Restricted | 2 | 5 | 14 days | 1 year | Yes | n/a | n/a |
 +| StaffNoPerm | 50 | 50 | 14 days | 2 years | No | n/a | n/a |
 +| Temp | 5 | 5 | 14 days | 6 months | Yes | $12.50 | n/a |
 +| TempRes6 | 50 | 50 | 14 days | 6 months | Yes | n/a | 18+ |
 +| TempRes12 | 50 | 50 | 14 days | 1 year | Yes | n/a | 18+ |
 +| Trustee | 50 | 50 | 14 days | 2 years | No | n/a | n/a |
 ===== Staff Permission Groups ===== ===== Staff Permission Groups =====
  
-Each staff member should generally be given the lowest level permission group which allows them to manage their responsibilities. Additional permissions may be granted to an individual to increase their access without moving them to a higher permission group (for example, a CIRC1 may also be granted the ability to create and run reports), but specific permissions cannot be removed from an individual without moving them to a lower permission group.+Each staff member should generally be given the lowest level permission group which allows them to manage their responsibilities. Additional permissions may be granted to an individual to increase their access without moving them to a higher permission group (for example, a Circ1 may also be granted the ability to create and run reports), but specific permissions cannot be removed from an individual without moving them to a lower permission group.
  
 The Director of each library system must designate a Cat1 and a LocalAdmin. Those accounts can only be set up and updated by PINES staff. The LocalAdmin will manage the rest of that library system's accounts. The Director of each library system must designate a Cat1 and a LocalAdmin. Those accounts can only be set up and updated by PINES staff. The LocalAdmin will manage the rest of that library system's accounts.
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   * **Acquisitions**   * **Acquisitions**
-    * ACQUADMIN, ACQFIN, ACQLIST, ACQREC, ACQSEL - Permissions are assigned and explained by PINES staff during Acquisitions training+    * ACQADMIN, ACQFIN, ACQREC - Permissions are assigned and explained by PINES staff during Acquisitions training
   * **Cataloging**   * **Cataloging**
-    * CatCoord - //Coming in 2019//+    * CatCoord - Library staff must complete the CatCoord Certification and must have completed the Cat1 training with PINES staff. Each library system must have a designated CatCoord, who can perform reporting, workstation, and shelving location tasks in addition to cataloging functions. CatCoord accounts can only be updated by PINES staff at the request of the library system's Director.
     * Cat1 - Library staff must be trained by PINES staff prior to being given Cat1 permission, and each library system must have a designated Cat1 who is responsible for overseeing all of that library system's cataloging functions. Cat1 accounts can only be updated by PINES staff at the request of the library system's Director.     * Cat1 - Library staff must be trained by PINES staff prior to being given Cat1 permission, and each library system must have a designated Cat1 who is responsible for overseeing all of that library system's cataloging functions. Cat1 accounts can only be updated by PINES staff at the request of the library system's Director.
-    * Cat2, Cat3 - Other technical services staff whose permissions are managed by a library system's Cat1.+    * Cat2 - Other technical services staff whose permissions are managed by a library system's Cat1.
   * **Circulation**   * **Circulation**
     * LibraryManager - Each library system designates LibraryManagers (usually branch managers or circulation department managers) who have all circulation-related permissions. These accounts are managed by a library system's LocalAdmin.      * LibraryManager - Each library system designates LibraryManagers (usually branch managers or circulation department managers) who have all circulation-related permissions. These accounts are managed by a library system's LocalAdmin. 
-    * Circ1, Circ2, Circ3, Circ4 - Varying levels of circulation staff. These accounts are managed by a library system's LocalAdmin. +    * Circ1, Circ2, Circ3 - Varying levels of circulation staff. These accounts are managed by a library system's LocalAdmin. 
   * **LocalAdmin**   * **LocalAdmin**
     * Each library system designates a LocalAdmin (usually the library system's technical lead / system's administrator).      * Each library system designates a LocalAdmin (usually the library system's technical lead / system's administrator). 
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   * **Homeschool** – The Executive Committee rejected the creation of a new Homeschool profile with additional permissions beyond that of a standard Patron profile [2014.05]. Homeschool students should be assigned the standard Patron profile.   * **Homeschool** – The Executive Committee rejected the creation of a new Homeschool profile with additional permissions beyond that of a standard Patron profile [2014.05]. Homeschool students should be assigned the standard Patron profile.
   * **Outreach** – This is no longer used in PINES [2014.12].   * **Outreach** – This is no longer used in PINES [2014.12].
 +  * **Circ4** and **Cat3** – These were removed from the staff permission group options due to lack of use and necessity [2023.02].
 +  * **ACQSEL** and **ACQLIST** – These designations have been deprecated.
  
  
  
circ/accounts/types.1579796242.txt.gz · Last modified: 2020/01/23 16:17 by tmccanna