Managing Patrons - Overview

A Patron Record must be created for each library patron who wishes to check out library materials, request items through the Online Public Access Catalog (OPAC), or be added to a Serials routing list. The Patron Record stores information about a patron, including the patron category and group assignments (patron categories and groups are defined in the User Administration module), patron name and address, and a barcode number.

In addition to the fixed fields included by default in the patron record, several optional information fields may be selectively enabled or disabled, and custom fields can be created to suit the particular needs of your library. Changes to the patron record template are made in the User Administration module (see the User Administration User Guide for details).

From the Circulation module, you may select to:
- Add a new patron to your library's database
- Edit the patron record for an existing patron
- Delete the patron record for an existing patron from your library's database
- View current status information for an existing patron
- Report materials lost by patrons
- Manage patron fines and fees

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Chapter 2

Uploading a Circulation Backup Report

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Chapter 3

About the Patron Record Template