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CIRCULATION

Chapter 3. MANAGING PATRONS

 

 


Editing Patrons

You can modify the patron record for any patron in your library's database.

NOTE: If your library has purchased the optional driver's license scan support, you can “auto-populate” the Add New User screen by scanning the barcode on the back of the patron’s driver's license (see Auto-Populating the User Record for details).

To edit a patron record:

  1. From the Circulation Menu (see The Circulation Menu for details), select Patron Status & Checkout.
    • The Patron Search screen displays.

Patron Search Screen

Patron Search Screen

  1. Locate the patron for whom you wish to edit the user record.

    NOTE: To return to the most recently accessed patron account, click the Previous Patron button.

    • 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.
  2. Click the Submit button.
    • If you enter 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. Use the Previous and Next buttons to scroll the list forwards and backwards from this point. Click the desired Patron Barcode to display the Patron Status, Checkout & Reserves screen for the associated patron.

Patron List

Patron List

NOTE: If you select the wrong patron, click the Not (patron name) ? link to return to the Patron List.

Patron Status, Checkout & Reserves Screen

Patron Status, Checkout & Reserves Screen

  1. Click the Patron Edit button.
    • The Edit User Account screen displays.
    • The Edit User Account screen is pre-filled with current information for the selected patron. The Date Added and Date Updated fields located at the bottom of the screen show the date and time at which the User Record was initially created, and the most recent date and time on which the User Record was most recently edited.

Edit User Account Screen

Edit User Account Screen

  1. Enter, edit or delete information on the Edit User Accounts screen as desired (see Adding a Patron for details).
    • When editing the Expiration Date, click the Update Exp Date button to extend the patron’s expiration date by a predetermined period of time from the date on which the patron’s record is edited. This time period is configured through Circulation Options in the Circulation Administration module (see the Circulation Administration User Guide for more information).
    • If desired, click the Manage Proxies link to add or delete proxies for the user (see Working with Proxies and Managing Proxies for more information).

    NOTE: Patron Proxy functionality is optional and may not be enabled for all systems (see the Circulation Administration User Guide for more information).

  2. When all desired information has been edited, click the Submit button to save your changes to the User Record.

NOTE: If your library has enabled User Registration Duplicate Checking (see the User Administration User Guide for details), the User Duplicate Check Results dialog displays when you submit the record. Resolve any issues detected during the duplicate check, as appropriate (see Resolving User Duplicate Check Results for details).