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CIRCULATION
Chapter 3. MANAGING PATRONS
Working with Patron Blocks
The Apply Patron Block function lets you apply a “block” to a patron’s account. There are two block types that can be registered against a patron’s account; “soft” and “hard.”
- “Soft” Block – When a “soft” block is registered against a patron’s
account using the Add Patron Block function:
- The text of the block message (along with the date on which the block was applied and the name of the staff member who applied the block) is appended to any existing text in the Messages field in the patron’s User Record.
- The block message is shown on the Patron Warning Screen following any
existing text from the Messages field when the patron’s account is
accessed through Patron Status & Checkout.
NOTE: In cases where text in the Messages field exceeds 512 characters, only the first 512 characters are shown on the Patron Warning Screen.
- The patron’s circulation privileges are unaffected (items may be checked out, renewed, and reserved)
- “Hard” Block – When a “hard” block is registered against a patron’s
account using the Add Patron Block function:
- The Blocked checkbox in the patron’s User Record is selected and the text of the block message (along with the date on which the block was applied and the name of the staff member who applied the block) is added to the Block Reason field in the patron’s User Record.
- The block message is shown on the Patron Warning Screen when the patron’s account is accessed through Patron Status & Checkout.
- The patron’s circulation privileges are suspended (items may not be checked out, renewed, or reserved)