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Notes - OCLC Support
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The quality and accuracy of machine translation can vary significantly from one text to another. Read the page in original English <a onclick="goToLanguage('en')">here</a>.</div> <script type="text/javascript">/*<![CDATA[*/ // Determine if machine translation message should be shown function displayMachineTranslationMessage() { // Show if Italian, excluding certain pages if (thisSiteLanguage == 'it' && !document.querySelector('.columbia-page-home')) { document.querySelector('#machine-translation-message').style.display = null; } } displayMachineTranslationMessage();/*]]>*/</script> </div> <div class="mt-content-side"></div> <div id="mt-toc-container" data-title="Table of contents" data-collapsed="true"> <button class="mt-toggle mt-summary-toggle ui-button-icon mt-toggle-expand">Table of contents</button> <div class="mt-toc-content mt-collapsible-section mt-toc-hide"> <ol><li><a href="#Notes_in_WorldCat_Discovery" rel="internal">Notes in WorldCat Discovery</a></li><li><a href="#Notes_in_WorldShare_Circulation" rel="internal">Notes in WorldShare Circulation</a></li><li><a href="#Notes_in_My_Account" rel="internal">Notes in My Account</a></li><li><a href="#Add_notes" rel="internal">Add notes</a></li><li><a href="#Delete_notes" rel="internal">Delete notes</a></li></ol> </div> </div> <div id="page-top"> <div id="topic"> <div id="pageText"> <div class="mt-page-summary"><div class="mt-page-overview">Learn how to add notes to user accounts in the Admin module.</div></div> <div mt-section-origin="WorldShare/WorldShare_Admin/Notes/Notes" class="mt-section" id="section_1"><span id="Notes_in_WorldCat_Discovery"></span><h2 class="editable">Notes in WorldCat Discovery</h2> <p>Staff and public notes are not visible to patrons in the WorldCat Discovery interface.</p> <p>Although public notes do not appear in WorldCat Discovery at this time, you should assume that their contents may be displayed to patrons in the future. Recommended practice is to use staff notes for information you want to share with library staff only, and public notes should be used for general information you want to share with the patron.</p> </div><div mt-section-origin="WorldShare/WorldShare_Admin/Notes/Notes" class="mt-section" id="section_2"><span id="Notes_in_WorldShare_Circulation"></span><h2 class="editable">Notes in WorldShare Circulation</h2> <p>Staff notes are visible on the checkout screen in the Circulation module.</p> <p>Public notes can be configured to display on the checkout screen in the Circulation module. This feature is optional and you must activate it in <a alt="OCLC Service Configuration" title="http://worldcat.org/config" href="http://worldcat.org/config" target="_blank" rel="external noopener nofollow" class="external">OCLC Service Configuration</a> (WMS Circulation > Admin/General > Display Patron Information). For more information, see <a alt="Service Configuration Online Help: Display Patron Information" title="Display Patron Information" href="https://help.oclc.org/Library_Management/WorldShare_Circulation/OCLC_Service_Configuration_-_WMS_Circulation/AdminGeneral/Display_Patron_Information" rel="internal">Display Patron Information</a>.</p> <p>Staff and public notes can display in a pop-up message within the system by typing an exclamation mark (!) at the beginning of a note. Pop-up notes will display when the patron account is initially accessed.</p> </div><div mt-section-origin="WorldShare/WorldShare_Admin/Notes/Notes" class="mt-section" id="section_3"><span id="Notes_in_My_Account"></span><h2 class="editable">Notes in My Account</h2> <p>Staff notes are visible to patrons in the Profile tab of My Account when enabled in the <a href="https://worldcat.org/config/" target="_blank" rel="external noopener nofollow" class="link-https">OCLC Service Configuration</a>. Enable public user notes by navigating to the My Account Module and selecting Profile Settings. </p> <p>Refer to <a title="Profile Settings" href="https://help.oclc.org/Librarian_Toolbox/OCLC_Service_Configuration/My_Account/Profile_Settings" rel="internal">Profile Settings</a> for more information.</p> </div><div mt-section-origin="WorldShare/WorldShare_Admin/Notes/Notes" class="mt-section" id="section_4"><span id="Add_notes"></span><h2 class="editable">Add notes</h2> <ol> <li>Search for the user.</li> <li>In the user account, click the <b>Notes</b> accordion.</li> <li>On the Notes accordion, click <b>Edit</b>.</li> <li>Select if you want the note to be a <b>Staff</b> note or <b>Public</b> note.</li> <li>Enter the note in the text field.</li> <li>Click <b>Save</b>.</li> <li>(<strong>Optional</strong>). Click the <strong>Add button (</strong><class id="add_button"><img alt="Add remove" class="internal default" loading="lazy" src="https://help.oclc.org/@api/deki/files/438/wms-add-button.jpg?revision=2" /><strong>)</strong> to add another note.</class></li> <li>On the confirmation window, click <b>OK</b>.</li> </ol> </div><div mt-section-origin="WorldShare/WorldShare_Admin/Notes/Notes" class="mt-section" id="section_5"><span id="Delete_notes"></span><h1 class="TOC2 editable">Delete notes</h1> <ol> <li>Search for the user.</li> <li>In the user account, click the <b>Notes</b> accordion.</li> <li>On the Notes accordion, click <b>Edit</b>.</li> <li>Click the <strong>Remove button (</strong><class id="remove_button"><img alt="Remove button" class="internal default" loading="lazy" src="https://help.oclc.org/@api/deki/files/437/wms-remove-button.jpg?revision=3" /><strong>)</strong> under the note you want to remove.</class></li> <li>Click <b>Save</b>.</li> </ol> </div></div> </div> </div> <div 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