In order to add, edit, or delete a Patron's record you must first locate said record. When searching, select the field you wish to view by clicking in the View By list and making your selection.
For example, to locate a particular Patron by their Family Name:
SelectFamily Namein theView Bylist.
Enter the desired name (at least the first few letters).
The 'closest matching' record will be located.
Adding, Editing, and Deleting Records
To enable theAdd,Edit, andDeletebuttons, ensure the read only flag is unticked:
Patrons Manager Controls
To add a new patron record, click onAdd.
To edit an existing Patron's record, select the record and click onEdit.
To delete a Patron's record, select the record and click onDelete.
Note:You will be asked to confirm that you really want to delete the Patron's record. The system prevents the removal of Patron's records if that Patron currently has any resources out on loan.
When you add or edit a Patron's record, the full details for that Patron will be displayed in a separate panel:
Patrons Details panel
Update the relevant fields as required.
Certain fields within a Patron Record have special meanings/uses and, therefore, care should be taken when editing a record. Other fields can be used or left empty, as desired, however youmustassign the Patron to a Level and Group; refer tothis sectionfor more information. Additionally, if required, you can load an image for the Patron.
The default values for both theMaxDays(maximum loan days) andMaxResources(maximum loanable resources) fields is 'Not Set' (this is displayed in Grid view as the value-1). The usual practice is to control these parameters via inheritance through the Patron's Level and Group, rather than individually, so as to save on management overhead. Therefore it is recommended that you only change the settings from 'Not Set' if specifically required. Refer to theLimit Due DatesandDue Date Calculationsections for details on how the various Patron, Level, and Group settings affect loans.
Printing Group Lists
Printing Group Lists
Via the Patrons Manager Group Lists can be printed. Select either File --> Print --> Print Group or Print Group (with Photos).
Once you select the Group(s) required a print preview panel will be displayed. Click on the Print button to produce a printed copy.