USER ADMINISTRATION
Chapter 2. MANAGING USERS
Managing Patron Categories
Two options are available for “classifying” library patrons: Patron Categories and Patron Groups.
- Patron Categories is an optional feature used with ILL Request Limits. Using Patron Categories, you can create one or more categories to which patrons may be assigned. Each category is designated an “ILL Request Limit” (the maximum number of active ILL Requests allowed for a patron assigned to the category) through the ILL Administration module. Library patrons are assigned to patron categories through the User Administration module.
- Patron Groups lets you create one or more groups to which users may be assigned for accessing resources. Access to specific resources can be limited to only those users associated with a given group. Linking Resources to patron groups is accomplished through the PAC Administration module.
To access Patron Categories:
-
From
the User Admin menu, select Patron Categories.
- The Patron Categories screen displays.
Patron Categories Screen
The Patron Categories screen lists the currently established Patron Categories for your library, and provides the following information for each category:
Seq - the display sequence for the Patron Category in the Patron Category menu on the Add and Edit User Account screens
Category - the name of the Patron Category
Active - indicates whether or not the associated Patron Category is currently active (shown in the Patron Category menu on the Add and Edit User Account screens); either Yes (the associated Patron Category is active) or No (the associated Patron Category is not active)
Primary Patron - indicates whether or not patrons associated with the category are “primary” patrons to the library; either Yes (patrons assigned to the Patron Category are “primary” patrons) or No (patrons assigned to the Patron Category are not “primary” patrons)
- If desired, you can reconfigure, sort and filter table content (see the System Basics User Guide for more information).
- From the Patron Categories screen, you may:
- Set the display sequence for Patron Categories
- View Patron Category statistics
- Add a new Patron Category
- Modify an existing Patron Category
- Merge two Patron Categories into a single Patron Category
- Print a copy of the Patron Categories list
- Save a copy of the Patron Categories list to your local workstation
- Email a copy of the Patron Categories list to yourself or to another party