USER ADMINISTRATION
Chapter 2. MANAGING USERS
Managing Patron Groups
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 groups:
-
From the User Admin menu, select Patron Groups.
- The Patron Groups screen displays.
Patron Groups Screen
The Patron Groups screen lists the currently established patron groups for your library, and provides the following information for each category:
Seq - the display sequence for the patron group in the Patron Group menu on the Add and Edit User Account screens
Group - the name of the patron group
Active - indicates whether or not the associated patron group is currently active (shown in the Patron Group menu on the Add and Edit User Account screens); either Yes (the associated patron group is active) or No (the associated patron group is not active)
Staff - indicates whether or not library staff can be assigned to the patron group; either Yes (library staff can be assigned to the patron group) or No (library staff cannot be assigned to the patron group)
Patron - indicates whether or not library patrons can be assigned to the patron group; either Yes (library patrons can be assigned to the patron group) or No (library patrons cannot be assigned to the patron group)
- If desired, you can reconfigure, sort and filter table content (see the System Basics User Guide for details).
- From the Patron Groups screen, you may select to:
- Set the display sequence for patron groups
- View patron group statistics
- Add a new patron group
- Edit an existing patron group
- Merge two patron groups into a single patron group
- Print a copy of the patron groups list
- Save a copy of the patron groups list to your local workstation
- Email a copy of the patron groups list to yourself or to another party