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OCLC Support

Borrower

Find information for Borrower management in Amlib.

 

  • Add a global pin
    Learn about adding a global pin, creating a file for borrowers without a pin, and mass changing the pin in Amlib.
  • Borrower import
    Find information about the Borrower Import function, which enables sites to import borrower data from an Administration system into the Amlib system.
  • Borrower online changes
    Find information about borrower online changes in Amlib.
  • Borrower picture import
    Learn how to set up the Shared Image Directory, set up the Supervisor Parameters, and run the Borrower Picture Import in Amlib.
  • Borrower subject interests
    Find information about subject special interests, including how to setup and modify special interests, special interest reports, and printing email reports in Amlib.
  • Check and create payment links
    Learn how to check and create payment links in Amlib.
  • Link borrower addresses
    Learn how to link addresses for all members of the same family in Amlib.
  • Manually enter new borrowers
    Learn how to manually enter new borrowers in Amlib and find useful tips for entering information.
  • Mass borrower change
    Learn how to mass change Borrower Group, Type, or Class in Amlib.
  • Mass borrower deletion
    Learn how to mass delete borrowers and delete single borrower records in Amlib.
  • Mass borrower memo deletion
    Learn how to mass delete borrower memos, which can be used to change Borrower Group, Type, and Class in Amlib.
  • Mass change borrower barcodes
    Learn how to mass change borrower barcodes in Amlib.
  • Mass memo borrowers
    Learn how to attach memos to Borrowers en masse by applying a Memo to a table of borrowers in Amlib.
  • Merge borrowers
    Learn how to merge the history and circulation from one borrower to another in Amlib.
  • QAS Batch Process
    Learn how to batch check Borrower addresses for borrowers using the QAS Pro address verification software to instantly verify and search addresses against the latest Australia Post’s Postal Address File (PAF).
  • QAS individual process
    Learn how to check a Borrower address for an individual borrower using the QAS Pro address verification software to instantly verify and search addresses against the latest Australia Post’s Postal Address File (PAF).
  • QAS individual process for existing borrowers
    Learn how to check a Borrower address for an individual borrower using the QAS Pro address verification software to instantly verify and search addresses against the latest Australia Post’s Postal Address File (PAF).
  • QAS Setup
    Learn how to check a Borrower address for an individual borrower using the QAS Pro address verification software to instantly verify and search addresses against the latest Australia Post’s Postal Address File (PAF).
  • Resource bookings
    Learn how Amlib allows your library to make bookings through the Reservations screen for patrons.
  • Search borrower financials
    Learn how to use the Circulation Transaction window to query financials applied to Borrower records over a period of time in Amlib.