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CIRCULATION

Chapter 3. MANAGING PATRONS

 

 

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Chapter 3

Adding a Patron

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Chapter 3

Editing Patrons

Auto-Populating the User Record

image of Add New User Screen“Auto-populate” functionality is available only if your library has purchased the optional driver’s license scan support.

You can “auto-populate” the Add New User screen or Edit User Account screen by scanning the barcode on the back of the patron’s driver’s license.

You must have a supported and properly configured 2D barcode scanner connected to your workstation to use the driver’s license scan feature.

To “auto-populate” a User Record:

  1. Access the Add New User form (see Adding a Patron for details) or the Edit User Account screen for an existing patron (see Editing Patrons for details), as desired.
  2. Click the Scan button and scan the barcode on the back of the patron’s driver’s license.
  3. The system automatically populates the following fields, as available:

The specific fields populated depend on the state of origin for the driver’s license. Not all fields are supported by all states.

  • First Name
  • Address 1
  • Zip
  • Middle Initial
  • City
  • Date of Birth
  • Last Name
  • State
  
  1. Edit the “auto-populated” fields as necessary.
  2. Enter or edit the remaining fields in the user record as desired.
  3. Click the Submit button to save your changes.

 

 

<PREV

Chapter 3

Adding a Patron

CONTENTS

INDEX

NEXT>

Chapter 3

Editing Patrons