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Patron Records

Current Record Pane


Operators (Library Administrator, Librarian, Student Aide, etc.) are still considered patrons. Their records are created and managed in Patrons Management, and the Security Group field is what determines their program access. See Add Operator Record for more information.

The greater half of the Patrons Management module is dedicated to the Current Patron Record pane, which provides access to the information stored in the title or copy record selected from the patrons Records List on the left. The tabs that are available in the Current Record pane contain the settings, options, editable fields, drop-down menus, and checkboxes that are used to manage the patrons or operators who use your library.

Patrons Management tabs 

The Patrons Management tabs contain pertinent information for each patron.

You may notice a peculiar number to the right of the Programs tab. This is the patron Sequence Number, a unique number that Alexandria assigns to new patrons or operators. This number is useful when browsing patrons by order of entry.

Personal



First & Middle Name

Enter the patron (or operator) first name or the first name and middle name (or the first name and middle initial).

Nickname

Enter the patron's nickname if they have one. This could be a shortened version of their first name or an entirely different name they prefer to go by. It will be displayed in parentheses after their first name in both Patrons Management and the Circulation Current Patron pane. This field is optional.

Last Name

Enter the patron (or operator) last name. This field is required, you cannot save a record without a last name.

Barcode

Each patron and operator is assigned a unique barcode up to 15 characters long, based on the value set in Preferences > Patrons. You can change the assigned barcode here.

Learn more in Barcode Your Collection.

Policy

The policy that you assign to a patron or operator determines the library rules to which this patron or operator must adhere. To choose a policy for a patron, click the arrow at the end of the Policy drop-down menu and select a value. The default policy for new patrons or operators is automatically assigned based upon your Default Policy setting in the Patron Defaults preferences.

Sex

Use this drop-down menu to help identify the sex of this patron; MaleFemale, or Unknown. The default is Unknown until the patron's sex has been designated.

Site

Use this drop-down menu to choose the site or school that your patron attends. A list of valid and available sites will always be pulled from Sites Management window. To ensure the accuracy of reports, be consistent when selecting this information. Reports can be generated and sorted by this field. For example, you may print an overdue list for all the students of a particular school.

Homeroom

The location of a patron in a school is typically the student's homeroom or first period class. To ensure the accuracy of reports, be consistent when entering information in this field. Reports can be generated and sorted by this field. For example, you may print an overdue list of all students in a homeroom with overdue items. You are allowed to customize the name of this [Location] field in the Localization preferences.

2nd Location

Use this field to group patrons by a second location or to track any other useful data. You can enter letters, numbers, as well as spaces in this field. Reports can be generated and sorted by this field. Therefore, to ensure the accuracy of reports, be consistent when entering information in this field. You could, for example, use this field to classify the ethnicity of patrons for government or internal reports. If desired, you are allowed to customize the name of this [sublocation] field in your Localization preferences.

Student #

The community ID is designed to be used for your local ID. This could be a student code, phone number, parcel number or any other unique identification code. You are allowed to customize the name of this [Community ID] field in the Localization preferences.

SSN

In the United States, the “government ID” is typically the social security number (SSN); other countries may use other formats. You are allowed to customize the name of this [Government ID] field in the Localization preferences.

A Note About Community and Government ID

These are alternate, unique ID codes you may want to use with Alexandria. If you plan on updating patron information automatically from a central administration system (or you want to locate patrons by alternative codes, enter data in these fields). Duplicate values are not allowed; if a duplicate code is entered, Alexandria will give you an error message, notifying you that you need to make your code unique.

Grade

This field identifies the patron's level in school. If the school library and graduation date have been entered, Alexandria will assign the level based on your preferences. If you enter a level and a school library, Alexandria will calculate the graduation date for you. Alexandria will advance patrons by one level after the last day of school if the level is set to either “JK” (junior/kindergarten), “PS” (pre-school), “K” (kindergarten), or “1-12". Patrons automatically graduate to the next grade level on the date you enter as the last day of school on the Library Information preference window. Graduated patrons are given the grade level of “Graduated”.

Birthdate

Enter the patron's birth date. This information is used solely for reference.

Graduation Date

Enter the date that the patron will graduate. You are allowed to customize the name of this [Optional Date] field in the Localization preferences.

Card Exp. Date

Enter the date that the patron's library card expires. If you leave this field blank, Alexandria will calculate the expiration date based on the patron's policy when the patron record is first added to the system. For example, if a Patron Policy in Preferences is set for 365 days, the card will expire 365 days from the date the patron was entered.

Patron Picture

This is the patron picture field; if you would like to add or change a patron’s picture at this time, you can upload a GIF, BMP, PCT, PNG, JPG (or any other standard image file) using the Browse for Patron Picture selection from the primary Actions menu of Patrons Management; you can reset to the default patron picture by selecting Remove Patron Picture. Although they turn up elsewhere, patron pictures primarily appear in the Current Patron pane of Circulation.

Status

Use this drop-down menu to change the status of the current patron. The Status setting separates active patrons from those with special circumstances such as a lost cards or or transferred. Select one of the following available statuses from the patron Status drop-down menu:

  • Active: These patrons can use the library (check in and out) according to the rules of the assigned patron policies.
  • Card Lost or Suspended: These statuses cause a warning message to appear when the patron barcode is entered in the Circulation module and require operator intervention in order to continue.
  • TransferredInactive, or Other: These options are used mainly for generating reports for patrons with a statuses other than Active; for example, those who have transferred or are inactive. These statuses cause an alert message to appear on the Circulation module when the patron barcode is entered.

Suspension End Date

If the patron Status is set to Suspended and a date is entered in this field, the suspension will expire on this date. The field appears grayed out if the patron's status is not set to Suspended.

GUID

If you use Clever, the patron's GUID will be displayed in small lettering just above the Site Access button. This cannot be edited and is only there for reference.

Picture

There are several ways to add patron pictures. You can upload a JPEG, GIF, PNG, or BMP (or any other image format that your browser supports) using the Browse for Patron Picture selection from the primary Actions  menu of Patrons Management. Or, you may drag the patron picture from your operating system desktop into the picture field of the Patron Management window's Personal Info tab. Lastly, you can import multiple patron pictures at once. Larger images will be auto-sized and shrunk (or stretched) to fit the 240 x 186 pixel specifications if they're revealed to be too large (or small). Whichever way you choose, the patron picture should now appear in the right-hand area of the Personal Info tab.

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Contact


The Contact tab identifies contact information for the patron, including the parent or guardian you need to contact in case of emergency. You may enter more than one name, address, and email by separating them with a comma.


Settings

Parent/Guardian

Enter the patron's parent or guardian. This information is used solely for reference.

Phone and Mobile

Enter the phone number and fax number that should be used to notify the patron of special events, overdue items, in-stock holds, and other official library business.

Address, City, State, Postal Code, and Country

Enter the patron's mailing address. Notices and letters will be sent to this address.

Email

Enter the patron's email address – or multiple addresses, separated by a comma. This is where all patron email notifications, like overdue notices, are sent. To guarantee that email notifications are being sent, check the Enable Automatic Email Notifications box in your Circulation Settings preferences.

(lightbulb) Just Text Me Please! Enter an SMS email address to send notices via text message.

All email addresses in this field will receive emails regarding this account. Store additional emails (e.g. parent/guardian) in the Contact Notes if you want to keep track of them but don't want them to receive those emails.

Contact Notes

Use this field to enter notes on how to contact this patron or the patron's legal guardians. You can also use the Contact Notes field to track names, additional phone numbers (cell, home, work, or fax), and email addresses.

Patron contact information can be viewed and changed by patrons in the Researcher interfaces, if your security preferences allow.

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Access

The Access tab contains a patron's Security Group and Site Access in addition to a patron's username and password.

Security Group

This is the security level assigned to this patron or operator; a user's access level determines what operations they are allowed to perform. Security Groups can be created, removed, or adjusted in Security Preferences.

Username

Provide the username that allows operators to log into the Alexandria Librarian securely and your patrons to access the Researcher interfaces (including Scout) and place holds, reservations, and check their status and details.

Password/Confirm Password

Here is where you create, confirm, and change mandatory patron passwords. If you don't provide one at the time of creation, the password will default to the patron's Last Name without spaces or punctuation. When changing or creating a patron password, be sure that the passwords you enter in the Password and Confirm Password fields exactly match; be sure to provide both. For security reasons, passwords are never shown anywhere in Alexandria.

When set, patron passwords must meet the following requirements:

  • Weak: At least 6 characters.
  • Regular: At least 8 characters, including at least one letter (a-z) and one number (0-9).
  • Strong: At least 10 characters, including at least one letter (a-z), one number (0-9), and one symbol (!@#$%^&*-=+.,).

Passwords are not case sensitive.

Site Access

Check (or uncheck) any sites that the patron or operator is permitted to access. This list of valid and available sites will always be pulled from Sites Management.

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Notes


The Notes tab can be used to include information about groups for which the patron belongs or general notes about the patron. If any notes are attached to a patron record, you can view them by clicking Notes at the bottom of the Current Patron pane of Circulation.

Settings

Categories

Enter information about groups the patron belongs to; for example, special reading programs, at-risk students, special education students, gifted students, library contest students, or any other groups that you find useful. These category entries can be used to select patron records for reports.

Alert Notes

This field is used to make the librarian aware of special circumstances regarding a patron.

For example, you can create an alert note so that you may "pass along" certain information to the patron the very next time they use the library. The alert message will automatically appear on the Circulation module when you enter the patron's barcode number.

General Notes

This field can be used to attach additional comments about a patron. These comments can only be viewed from the Circulation module.

To view notes for the current patron in Items Management, click Notes at the bottom of the Current Patron pane in Circulation or enter a plus sign (+) in the Circulation command line.

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Patron Statistics


The Statistics tab contains historical information about your patron's recorded library usage. This data is automatically generated by Alexandria and cannot be modified.

At the bottom of the window, click Show History to download a PDF of the patron's complete transaction history. This is the same as running a Patron History report.

View Patron History (2:36) (info)

Choose to keep patron history so you can view history and statistics, or disable history for all patrons.

Download  (28 MB) | Script (PDF)

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Programs

The Programs tab contains two subtabs: Study Programs and Lexile.


Study Programs subtab

Reading Level

Any reading level-related information you provide in this field will appear in the Current Patron Pane of the Circulation module when a patron is made current. It is commonly used as a quick reference for library staff to determine if an item's readability is compatible with your patron. If the term Reading Level is not specific enough for your tastes, you can customize this terminology in the Localization preferences (e.g. Fountas and Pinnell or Accelerated Reader).

    • Typically, the term Reading Level will suffice unless your site doesn't use reading levels or the terminology is irrelevant. In this case, the field can be renamed in your Terminology preferences and used to store other information such as whether your patrons have accepted your AUP (acceptable usage policy); in this case, you would provide the appropriate information in the field (e.g. “Accept”/“Decline”, “Yes”/“No”, “Agree”/“Disagree”, etc.).

Lexile subtab

Here you will find the patron's Lexile table. See Patron Lexiles for more information.

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