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ILS/Account Integration -- Masquerade Mode

ILS/Account Integration -- Masquerade Mode

Configuration options for the ‘ILS/Account Integration – Masquerade Mode' section of the Library System.


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ILS/Account Integration

Go to Pika Configuration and Library Systems from the left sidebar.  

Screenshot of the pika configuration menu highlighting the library systems option

Click the Library Id number or the Edit link to gain access to the Library Systems page.

Screenshot of the library systems table highlighting the access links

Click on ILS/Account Integration to get to the Masquerade Mode information.

Screenshot of the collapsed ILS and account integration menu

Masquerade Mode

Masquerade Mode is typically only used for libraries that use a Username/Barcode and PIN/Password login scheme. Click on the Masquerade Mode tab.

Screenshot of the collapsed masquerade mode menu

Allow Masquerade Mode

Click on the checkbox to enable Masquerade Mode for the library system. Masquerade Mode will only be enabled for staff P-types at the library system.

Screenshot of the allow masquerade mode option

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Masquerade Mode Automatic Timeout Length

Masquerade Mode Automatic Timeout Length is the amount of time before an idle user’s Masquerade session automatically ends. The value is set in seconds. If the value is set to the default value zero (0) then the timeout length is 90 seconds.

Screenshot of the masquerade mode automatic timeout length option

The maximum timeout length available is 600 seconds (10 minutes).

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Allow Display of Reading History in Masquerade Mode

Allow display of reading history in Masquerade Mode enables or disables the ability for staff patrons to see patrons' reading histories when Masquerading as a patron. For increased patron privacy, turn this option off.

Screenshot of the allow display of reading history in masquerade mode option

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Masquerade Settings in PTypes Table

Masquerade Mode settings require settings for certain Ptypes in the Ptypes table.

Users with the OPAC Admin role will have access to this table, but other roles will not be able to see or edit these values.

Ptypes and Masquerade Levels

Access the Ptypes Table from the P-Types option under Pika Configuration.

Screenshot of the pika configuration menu highlighting the ptypes menu option

Find the Staff Ptype that should have Masquerade Mode permissions. Click Edit under the Actions column to edit.

Screenshot of the ptypes menu highlighting the edit access link

In the form, under the Masquerade Level there are several options to choose from.

Screenshot of the ptype entry form highlighting the masquerade level menu

 

Screenshot of the masquerade level menu options

 

No Masquerade

There are no Masquerade Mode options allowed for this Ptype. This is the default option.

Masquerade as Patrons of home branch

Staff Ptype can only Masquerade as patrons that have the same home branch library as the given Ptype.

Masquerade as Patrons of home library

Staff Ptype can only Masquerade as patrons that have the same home library system as the given Ptype.

Masquerade as any user

Staff Ptype can Masquerade as any user or patron, regardless of the given Ptype’s home library or branch.

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