This documentation describes how to enable and utilize Masquerade Mode in Pika.
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When you are in Masquerade Mode and masquerading as a patron you will see purplehighlights throughout Pika, alerting you to the fact that you are masquerading as a patron. There is also messaging that displays the name of the patron you are masquerading as.
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If no action is taken in the popup window, then the current Masquerade Mode session will end, but you will stay logged in as the staff user account.
Masquerade Mode Errors
There are several scenarios where you cannot initiate Masquerade Mode for a given user.
Failed to initiate masquerade as specified user
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In this scenario, Pika is essentially trying to work with unknown or incorrect user credentials. The user in question will need to log into the catalog with their current credentials or reset their password again for staff to initiate Masquerade Mode – this may entail that staff has to reset the patron’s password on their behalf.
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This scenario is most relevant to MLN1 libraries as a consequence of the password implementation project. Typically this means that users in this scenario set their new passwords to the default passwords that were randomized by automated processes on 07.31.23. |
Cannot masquerade as a user who has never logged in
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In this scenario, Pika cannot initiate Masquerade Mode because the user has never logged into the catalog before or there is no user associated with the barcode being used. The user needs to login to the catalog with their unique password or PIN to allow Masquerade Mode.
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Even if a patron has set their unique password or PIN in Pika, they may never have actually logged into the catalog. The processes to change the password do not necessitate logging into the catalog after updating the password and patrons are not prompted to login after changing their password. |
Multiple users with that barcode
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In this scenario, Pika has detected several users in the internal database (not the ILS) with the same barcode number.
Pika retains users in an internal database based on the unique patron ID number rather than barcode, but uses the barcode to initiate Masquerade Mode. Because this error references an internal database and cleanup process that typical library staff can’t access, library staff need to contact Marmot to cleanup the duplicates in the internal database.
Related Documentation
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