Edit Patron
A patron record must be defined in the database before that patron may
check items out from the library. Patron records are defined through the
Edit Patron form. To access this form, click the Patrons
button on the Administration panel of the
Main form.
The Edit Patron form is actually two forms, a "parent" form
(the List Maintenance Codes form) that
lists all existing patrons, and a "child" form that lets you
add a new item or edit the properties of a single item in the list.
Define the patron by first entering the patron's name through the Last Name
and First Name fields. The database will report the existence of similar
names just below these fields. Click on this informational field to see
details about the name matches. Use the Active
field to indicate whether this patron record is active. Only active patrons
can check items out. The date of the last activity on the patron's record
(such as a check-in or check-out of an item) appears in the
Last Activity field.
The rest of the form consists of two tabbed panels.
The General Panel
- Barcode
- Type or scan the barcode that appears on the patron's library card.
Note that this field must be the active field before item barcode is scanned.
This field is optional.
- Password
- Enter the password that the user will enter to confirm authorization
of the patron's access to the system. When editing
an existing patron record, leaving this field blank will retain the current
password setting.
- Confirm
- When supplying a password in the Password
field, re-type the password in this field to confirm that it was typed
properly. Both of these fields must match before the record can be saved.
Case is significant, as are space characters.
- Phone
- Enter the phone number of the patron.
- Email
- Enter the email address of the patron.
- Address
- Enter the mailing address of the patron.
- City, ST, Postal
- Enter the city, state abbreviation, and Zip code or
postal code for the mailing address of the patron.
- Patron Group
- Select the group in which this patron appears. This selection
is optional.
The Messages Panel
- Comments
- Enter any miscellaneous comments about the patron. Use the Ctrl+Enter
keyboard sequence to force a line break within the text.
- Admin Messages
- Enter any important comments about this patron. When
an administrator who is authorized to view administrative messages for
patrons access a patron's record, the content of this field is immediately
displayed to the administrator. Use the Ctrl+Enter
keyboard sequence to force a line break within the text.
To save changes to the item, click the OK button, or use the
Cancel button to abandon changes to the item.
To access the current and historical records of the patron, click the
Manage Patron's Items button, which displays the
Patron Record form. Note that if you
brought up the Edit Patron form by first going to the
Patron Record form, the Edit
button will not appear.