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CIRCULATION

Chapter 3. MANAGING PATRONS

 

 

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Applying a Patron Block

When applying a block to a patron’s account, you can specify the block type (“soft” or “hard”) and either select a pre-defined block message (see the Circ Administration User Guide for more information) or create a custom message.

To apply a block to a patron’s account:

1. On the Patron Checkout, Status & Reserves screen for the desired patron, click the Apply Patron Block button.
   • The Add Patron Block dialog displays.

2. Enter the desired block message in the text box provided.
   • To use a pre-defined block message, select the desired message from the drop-down menu.
     • The message text is entered in the text box. If desired, you may enter additional text with the message.
   • To use a custom message, select Custom Message from the drop-down menu, then enter the desired message text in the text box.
3. Use the Block Type radio buttons to specify the desired block type; Soft or Hard.
   • If you selected a pre-defined block message, the Block Type radio button for the default block type of the message is selected automatically.
4. Click the Submit button to close the Apply Patron Block dialog and apply the block to the patron’s account.

NOTE: The block message will show on the Patron Warning Screen for the patron the next time you access the Patron Checkout, Status & Reserves screen for the patron.

 

 

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< PREVIOUS Chapter # Working with Patron Blocks

CONTENTS INDEX

NEXT > Chapter 3 Removing a Patron Block