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

The Messages Panel

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.