wiki:circulationPatronRegistration

Version 2 (modified by khernden, 11 years ago) (diff)

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Patron Registration and Records

Contents

Finding an Existing Patron Record

Tips

Registering New Patrons

Tips

Finding an Existing Patron Record

To find existing patron records press the F4 key in an active tab or select Search > for Patrons from the Search drop down menu.

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Enter search criteria and click Search or press the Enter key on your keyboard.

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TIPS

  • You can use a combined search to find patrons by first name, last name, postal code, address, etc.
  • You can truncate search terms for more search results.

Registering New Patrons

It is good practice to see if a patron is already in the system by doing a patron search, as described above. Patrons may be unaware that they are part of a consortium. This step will become more important as CONIFER grows to include more libraries.

Press the Shift + F1 keys or select Circulation > Register Patron from the Circulation drop down menu.

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The Evergreen User Editor screen will appear. Fill in required information screen by screen by moving through the navigation bar on the left or by clicking on the Forward link at bottom right of screen.

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When complete, click the Finish link and Save User.

TIPS

It is good practice to give patron a piece of paper providing your OPAC’s URL, the patron's username, which by default is their barcode number, and system generated password. Once a patron is informed of the system-generated password, they can login to the OPAC. The first time they login they are prompted to change their password. Both username and password are case-sensitive.

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The patron can also change their username to something easier to remember (case-sensitive) in the My Account option in the OPAC.

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Enter the patron’s middle name into the record if you can. This will help distinguish among patrons as the database grows.

The consortium decides at a system level the list of profile groups (patron profiles), but individual libraries can choose to use only a subset of the available options. You can choose to make staff’s user records part of an applicable user profile group, such as staff or administration. If you choose this option, staff can use the same account and login for work that they use to borrow books.

Evergreen uses one account per person.

Statistical Categories (statcats): Individual libraries can create their own statistical categories. Evergreen can have both consortium-wide and library-specific categories.