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CIRCULATION

Chapter 3. MANAGING PATRONS

 

 

Adding and Removing Household Members

You can add a new household member to the Primary Household Member’s account. You can also remove an existing household member from the Primary Household Member’s account.

To add a household member:

  1. On the Household page for the Primary Household Member, click the Add to Household button.
    • The Add Patron to Household screen displays.

Add Patron to Household Screen

Add Patron to Household Screen

  1. Locate the patron you wish to add as a household member.
    • If desired, limit your patron search to a specific patron group by selecting the desired group from the User’s Group menu.
      • Select All User Groups to display users for all user groups.
      • Select the desired user group to display users for the associated group only.
    • Enter the patron’s barcode or last name in the User Barcode or Last Name text box. To view a list of all users associated with the currently specified User’s Group, leave the User Barcode or Last Name text box blank.
      • When entering a barcode, enter the complete barcode.

        NOTE: If your library has enabled searching by partial barcode (see the Circulation Administration User Guide for details), you may enter a complete or partial barcode.

      • When entering a patron name, you may enter a complete or partial last name.
    • If desired, enter any additional search criteria (address, phone number, etc.) in the AND text box, and select the appropriate search index from the IN menu.
      • When Patron Expiration Date is selected from the IN menu, enter the desired date using the format “MM/DD/YYYY.”

      NOTE: If you enter an improperly formatted Patron Expiration Date, an advisory dialog displays the message “Please enter patron expiration date with the format MM/DD/YYYY” when you submit your search. Click the OK button to close the dialog, and re-enter the Patron Expiration Date.

  2. Click the Submit button.
    • If you entered a patron’s last name, and an exact match to your search term is not located, the patron list displays, with the patron name that most closely matches your search term shown as the first entry in the list.

Patron List

Patron List

  1. Use the Add checkboxes to select the patrons(s) you wish to add as household members.
    • A checkmark checkmark indicates the associated patron will be added as a household member.
    • An empty checkbox checkbox indicates the associated patron will not be added as a household member.
    • Clicking a checkbox repeatedly will toggle it on and off.
  2. When all desired household members have been selected, click the Add Patron(s) button. The patron list closes automatically, and the selected patrons are added to the list of household members.
  3. Repeat steps 2 through 5 to add additional household members.

NOTE: Each time you add a household member to the Household page for the current patron, the current patron is automatically added to the household member’s Household page.

To remove a household member:

  1. On the Household page for the Primary Household Member, click the Remove button Remove Button for the desired household member.
    • A confirmation dialog displays the message “Are you sure you wish to remove: (household member) ?”
  2. Click the Yes button on the confirmation dialog to remove the household member. (Click the No button to close the confirmation dialog without removing the household member.)
    • A Confirmation dialog displays the message “(household member) has been removed.”
  3. Click the OK button to close the confirmation message.