Patron

The Patron document is used to create and maintain the contact information of patrons within OLE

Getting Started

Permissions to create and maintain Patron records are given to several roles. Patron Manager has all privileges to modify Patrons and the maintenance documents. Full Circulation Attendant has permission to edit patron records

To modify patrons, please sign into OLE as:

Role	Login
Patron Manager	admin
Full Circulation Attendant	dev1, dev2

Patron Bills

From the Patron search screen, staff may view bills and accept payments from the Patron Bill link or create a bill from the Create Bill link.

Note

For more information about creating patron bills, see Patron Bill Payment

Click Patron Bill to view and accept payments for a patron.
Check the line item the patron would like to pay, either on the total amount (above) or for a single fee on a bill (below).
Select the Payment Mode from the drop down list if you plan to accept a payment.
Enter the Pay Amount.
Click to receive a payment.

Click to forgive an amount.
Click when the charge was made in error.

Title	Description
Patron ID	System-assigned unique ID
Barcode	Required. A unique sequence of numeric or alphanumeric characters printed on a label (also including an optical, machine-readable version of the number) attached to a patron ID card; used to identify the patron in the system for check-out or request transactions; can also serve as a patron login to "my account" functions from the library’s public user interface.
Borrower Type	Required. Indicates a group of library patrons sharing the same service privileges; one of the primary determinants of loan periods, maximum limits, fine rates, etc.
Source	Identifies origin of the patron data
Statistical Category	An identifier as locally defined to fulfill reporting requirements
Activation Date	Date on which patron’s privileges became active.
Expiration Date	Date on which a patron’s privileges expire. The expiration date in a patron record can be null.
Active	Indicates whether this patron is active or inactive. Remove the check mark to deactivate.
Upload Image	Visual ID of the patron. Browse to find the image on your local machine. Click .

Contacts Tab

The Contacts tab contains the patron name and contact information. When you modify contact information to an existing patron record, the old tabs will display above the new. When adding lines to the Address, Phone or Email sub-tabs, enter information and then select the add button.

Note

Click Details to view and edit the address.

Patron Contacts Tab Definitions

Title	Description
Name Sub-Tab
Name Type	Defaults to Preferred.
Title	Form of address preceding a name, used in notices and messages addressed to patron
First Name	Required. Enter the patron’s first name
Middle Name	Optional. Enter the patron’s middle name
Last Name	Required. Enter the patron’s last name
Suffix	A descriptor following a name and providing additional information about a person; used in notices and messages addressed to patron
Address Sub-Tab
Address Type	A descriptor identifying characteristics of an address; an address type must be assigned to any address
Address Source	A value that identifies the origin of a patron's address.
Valid From	The date at which an address becomes the preferred address for sending notices and patron bills
Valid To	The date at which an address is no longer the preferred address for sending notices and patron bills
Address Verified	Indicates whether or not the address is verified; when checking out an item to a patron with an unverified address, the operator receives a prompt to verify the address
Preferred Address	Indicates which address is used when sending notices and patron bills. Only one address can be the preferred address.
Active	Indicates whether this address is active or inactive. Remove the check mark to deactivate.
Line 1-3	A building name, street number, room number, "attn. of: [nnn]", etc. Three fields are available.
City	Enter the name of the city for this address
State	Select the state from the State list.
Postal Code	Enter the postal code for this address
Country	Select the country from the Country list
Phone Sub-Tab
Phone Type	A descriptor identifying the type of phone number. Each Phone number must have a type but you cannot use a type more than once.
Phone Number	Enter the phone number here (only numeric characters)
Extension Number	Optional. Enter the phone number’s Extension
Country	Select the country from the Country list
Preferred Number	Indicates which phone number is preferred for contact. Only one phone number can be the preferred number.
Active	Indicates whether this phone number is active or inactive. Remove the check mark to deactivate.
Email Sub-Tab
Email Type	A descriptor identifying the general use/purpose of the email
Email	Enter the email address here
Preferred Email	Indicates which email address is preferred for contact. Only one email address can be preferred.
Active	Indicates whether this email is active or inactive. Remove the check mark to deactivate.

Affiliation Tab

The Affiliation tab contains information on how a patron is affiliated and to which campus. When adding lines to the Affiliation tab, enter information and then select the add button.

Patron Affiliation Tab Definitions

Title	Description
Affiliation Type	Select the type of affiliation from the Affiliation Type list
Campus Code	Select the campus from the Campus List

Library Policies Tab

The Library Policies tab contains information about a patron’s privileges.

Patron Library Policies Tab Definitions

Title	Description
General Block	Flag to indicate if the patron is blocked for a reason not otherwise defined in the system; if flag is on, patron cannot checkout or request items.
General Block Note	A field allowing staff to explain why a general block has been placed on the patron record. Click the to expand the note field.
Delivery Privilege	Enables automatic physical delivery of requested items versus being required to pick up requested items from a pick-up location (i.e., a circulation desk).
Paging Privilege	Allows a patron to place a paging request.
Courtesy Notice	Allows the system to send courtesy notices (expired holds and pending due dates) only to those who request them. Note Courtesy notices can be sent systematically any number of times from the interval setting parameter COURTESY_NOTICE_INTER

Loaned Records, Requested Records and Temporary Circulation History Tabs

The Loaned Records, Requested Records, and the Temporary Circulation Historytabs allow you to review items linked to the patron. Each tab includes basic information about a title loaned to the patron as well as the due date. Click View all records to see the patron's loaned or requested items, or the patron's temporary Circulation History Record

Note

The Temporary Circulation History Records feature allows users to look up items they have checked out in the past. If privacy concerns trump the desire to offer this feature, a library can opt NOT to create a temporary circulation history.

Proxy Patron and Proxy For Tabs

The Proxy Patron tab allows you to identify another patron as a proxy for this patron as well as set activation and expiration dates for the proxy. When adding a proxy to the Proxy Patron tab, enter the patron and then select the add button.

The Proxy For tab will display the details of the proxied patron. This tab is not editable.

Patron Proxy Patron Tab Definitions

Title	Description
Proxy ID	System Assigned Unique ID. Enter the Patron who will act as the proxy or use the Patron Lookup .
First Name	Display only. Once the patron ID has been entered, this field will auto-populate.
Last Name	Display only. Once the patron ID has been entered, this field will auto-populate.
Barcode	Display only. Once the patron ID has been entered, this field will auto-populate.
Activation Date	Date on which the proxy patron becomes active.
Expiration Date	Date on which the proxy patron becomes inactive.