Barcodes are case-sensitive when searching for users.
Note: Values searched upon for the name and email address in the Name, ID, Email index may generate slightly different results than the individual Name and Email index.
Note: The user interface remembers the option the staff member last selected for the secondary patron lookup option in Assist Patron and automatically selects this option the next time they log in.
If your library is a member of a group, you can view all patrons in the group, but can edit only your library's patrons.
Click the patron's Name to view the patron record's five sections.
Index | Description |
---|---|
Bills | See Pay, waive, refund, or cancel bills |
Checkout | Check out materials and list current loans. See Check out items. |
History | View patron transactions listed by date. See History. |
Holds |
Create or delete hold requests or scheduled items. See: |
Profile |
Update identification, contact information, system access or privileges. See Profile. |
Includes Account Overview (totals for loans, overdue items, and holds), balance for unpaid bills, an item scanning area, and a list of items currently checked out.
Use the Checkout screen to check out materials to the patron.
See Check out for more information.
Section | Description |
---|---|
Checked out items | List of items checked out (includes items checked out to proxy patrons). For information on how to check out items, see Check out. |
Expiration Date | The Expiration Date determines when circulation privileges expire. The patron's circulation privileges will expire on the date entered at 11:59:59 PM. |
Holds to be picked up | Links to Holds tab |
Home Branch | Patron's preferred library branch |
Last Activity | The last date of patron activity. Actions that update the last activity date: check out, check in, renew, create hold request, pickup hold, create item schedule/booking, pay bill, and SIP2 authentication. |
Notes | A note written by library staff about the patron. See Profile, below, for details on writing notes. |
Outstanding bills | Total amount of any unpaid bills, fines, fees, etc. Amounts link to Bills tab. |
Overdue | Number of overdue items |
Patron Type | The kind of account the patron has (student, faculty, child, adult, etc.) |
Provides information on hold requests and scheduled items.
Section | Description |
---|---|
Holds | Lists hold requests and allows creating and deleting holds |
Scheduled Items | Lists scheduled items and allows creating and deleting scheduled items |
See:
Provides a list of loans that a patron has claimed lost, never had, or already returned. Use this list to understand a patron's claim counts and any associated blocks on their account imposed by a Patron Type Policy.
The Claims tab includes:
Library staff with the following roles will be able to view the Claims tab:
Notes:
For Circulation groups:
Provides information on outstanding bills for fines and fees, and account history that lists paid/waived/refunded fines and fees.
Some fields need explanation.
Field | Description |
---|---|
Blocked? | Blocked users have their library privileges suspended. Use a staff note to indicate the reason for the block. Blocks placed by staff can be overridden in the same way as blocks placed by the system. See Block a patron for more information. |
Collection Exempt | Reserved for future functionality. |
Expiration Date | The Expiration Date determines when circulation privileges expire. The patron's circulation privileges will expire on the date entered at 11:59:59 PM. |
Home Branch | Patron's preferred library branch |
ID Verified | Indicates whether patron's identity established via acceptable ID (driver's license, etc.) |
Patron Type | The kind of account the patron has (student, faculty, child, adult, etc.) |
Notes |
A note written by library staff about the patron. Multiple notes may be added. Staff notes are not visible to patrons in WorldCat Local/Discovery, but are visible on the checkout screen. Public notes are not visible to patrons in WorldCat Local/Discovery and can be configured to display on the checkout screen. This feature is optional and must be activated by the library in OCLC Service Configuration (WorldShare Circulation>Admin/General>Display Patron Information). For more information, see Display Patron Information. Staff and public notes can display in a pop-up by typing an exclamation mark (!) at the beginning of a note. Pop-up notes will display when the patron account is initially accessed. |
See Patron history.