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CIRCULATION

Chapter 3. MANAGING PATRONS

 

 

Managing Proxies

The “Patron Proxies” function allows “proxies” to be defined to act on behalf of a given patron in the performance of certain circulation-related activities. “Patron Proxies” functionality is enabled through the Circulation Administration module. When enabled, the Edit User Account screen includes a Manage Proxies link that lets you add proxies to and delete proxies from a patron’s User Record.

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

To add a proxy for a patron:

  1. Access the Edit User Account screen for the patron for whom you wish to add a proxy (see Editing Patrons for details).

Edit User Account Screen

Edit User Account Screen

  1. Click the Manage Proxies link.
    • The Proxy Management screen displays in an additional browser window.

Proxy Management Screen

Proxy Management Screen

NOTE: You can designate up to five proxies for a given patron.

  1. Click the Add Proxy button.
    • The Add Proxy screen displays.
  2. Enter the barcode of the user you wish to add as a proxy in the Enter Patron Barcode text box, then click the Search button.
    • The specified user is added to the list of proxies designated for the current patron. ]

Add Proxy Screen

Add Proxy Screen

NOTE: If you enter an invalid barcode, the message “This patron does not exist” displays when you click the Search button. Repeat step 4 as necessary to locate a valid patron.

To delete a proxy for a patron:

  1. Access the Edit User Account screen for the patron for whom you wish to add a proxy (see Editing Patrons for details).
  2. Click the Manage Proxies link.
    • The Proxy Management screen displays in an additional browser window.
    • The screen shows a list of current proxies designated for the current patron.
  3. Click the Delete Proxy link for the proxy you wish to delete.
    • The selected user is removed from the list of proxies.