USER ADMINISTRATION

Chapter 2. MANAGING USERS

   

 

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Adding a Patron Category

You can add a new patron category for your library.

NOTE: Once a patron category has been added to the system, it cannot be deleted. If a patron category is no longer used by your library and you wish to remove the patron category from the Patron Category menus throughout the system, you must set the status for the patron category to “inactive.” Additionally, all patrons associated with the “inactive” category will retain the association, and the ILL limits set for the category while active.

To add a patron category:

1. From the Patron Categories screen, click the Add a Category button.
   • The Add Patron Category screen displays in an additional browser window.

2. Enter the desired display sequence for the new patron category in the Sequence text box.

• The Sequence number determines the order in which the category is displayed in the Patron Categories screen (see Setting the Patron Category Display Sequence for additional information).
• You can enter any number from "0" through "999999" as the display Sequence number.

3. Enter a name for the patron category in the Category text box.

NOTE: The Category name cannot exceed 50 characters (including spaces).

4. Use the Active checkbox to set the desired status for the patron category:

• A checkmark indicates the patron category is active (is available in the Patron Category menu on the Add and Edit User Account screens).
• An empty checkbox indicates the patron category is inactive (is not available in Patron Category menu on the Add and Edit User Account screens).
• Clicking the checkbox repeatedly will toggle it on and off.

5. Use the Primary Patron checkbox to indicate if patrons associated with the category are “primary” patrons to the library:

• A checkmark indicates patrons associated with the category are “primary” patrons to the library.
• An empty checkbox indicates patrons associated with the category are not “primary” patrons to the library.
• Clicking the checkbox repeatedly will toggle it on and off.

6. Click the Submit button on the Add Patron Category screen to submit the new patron category. (Click the Close button to close the Add Patron Category screen without adding the new patron category.)

• The Add Patron Category screen closes automatically, and the Patron Categories screen refreshes to display the new patron category.

 

 

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CONTENTS INDEX

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