Tip for: 01.12.15

When adding a patron, the Password field is set by default to the last name of the patron. The Username field is set by default to the patron's barcode. This is the information that is required for patrons to place their own holds and reservations etc. from the Researcher.

v7 Instructions

To modify a username or password from Patron Patrons Management:

1. Unlock Image Added the record.
2. Change the Username field.
3. In version 6, click Reset Password.
4. Enter a new password and password confirmation.
5. On the Access tab, update the Username, Password, and Confirm Password fields.
6. Click Save.

To modify multiple usernames and/or passwords at once using the Reset Patron Accounts utility:

1. Go to Utilities > Patrons > General > Reset Patron Accounts.
2. On the Selections tab, select which patrons need to have their usernames and/or passwords updated.

3. On the Options tab, choose to which format you want to change patron usernames and/or passwords. 

   Tip
   See Reset Patron Accounts utility for more information on each option.

4. Click Run.
5. Check the Operation Information Image Added file to make sure no patrons were skippedSave the record.

If they are allowed, a patron may modify their username and password from the Researcher Patron Status in Researcher. By changing both, patrons have more control over the security of their information.

To change your username and password as a patron:

1. From Researcher, click Log In.
2. Enter your username and password and click Log In.
3. Click on the Patron Status icon on the main Researcher page.
4. Go to the Account tab.
5. Unlock your account information by clicking the padlock icon Image Added and entering your password.
6. Modify the Username and/or New Password fields.
7. When you're done, click Save.

v6 Instructions

To For a patron to modify a username or password from Patrons Management:

1. Unlock Image Added the record.
2. On the Personal Info tab, update the Username, Password, and Confirm Password fields.
3. Click Save.

If they are allowed, a patron may modify their username and password from the Researcher Patron Status. By changing both, patrons have more control over the patron mustsecurity of their information.

To change your username and password as a patron:

1. Click on the Log In button at the top of the Researcher window.
2. Enter Username or Barcode and Password and click the Log In button.
3. Click on their your name or icon at the top of the window to open Patron Status.
4. Click on Change Contact Info and enter their Password, then they your Password. Then you can change the your Username.
5. Click on Change Password and enter their your Old Password, New Password, then verify the new password.and Confirm Password. 
6. Press Save to change their your password.