How do I add a new patron type?

Objective

• Add a new patron type to WorldShare Circulation

Applies to

• WorldShare Circulation

Steps

Create a new patron type in OCLC Service Configuration. Please be aware that it can take up to thirty minutes for these changes to appear once made.

1. Log into the OCLC Service Configuration > WMS Institution > Institution Borrower Categories.
2. At the bottom of the screen, click Add Row or Add 10 Rows, depending on the number of patron types you want to add.
3. Enter a patron type. Do not enter more than 30 characters.
4. Optional. Enter a description. The description only displays on this screen.
5. Click Save.

Additional information

Institution Borrower Categories

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