Additional Changes to Patrons

Record Selection

You can select multiple records at once using the <ctrl> (Windows) or <cmd> (Mac) key to quickly export, merge, or remove records, or remove patron pictures. Make sure to unlock the Patrons Management first in the top right of the screen.

Picture Controls

Hover over patron pictures to select buttons to easily change, remove, or add new patron pictures. (These options are also still available in the action menu.)

Modifications

You can view the modification history of a patron record, to see when changes were made, and who made them. Access the modification history in the bottom right corner of the patron record by clicking on the current modification information.

See our Alexandria Makeover page for more information about the changes and improvements!

There are times you may need to remove patrons who no longer use your library or operators who are no longer authorized to access the Alexandria. Use Remove Patron to permanently remove the current patron or operator and ensure the security of your site(s).

When a record is removed, all associated information is also removed. For example, removing a patron also removes all history and statistics and any holds or reservations that the patron had pending. To remove a patron with items checked out, be sure to have them return all items to the library or record them as Lost.

How to Remove Patrons

1. Log into Patrons by adding /patrons to the end of your Alexandria login URL.
2. Locate the patron you wish to remove.
3. Select (highlight) the patron you'd like to remove from the Records List of results on the left.
4. From the Actions drop-down menu, select Remove patron.
5. You will be asked if you’re sure you'd like to permanently remove the selected patron; click Remove to delete the record or Cancel to keep them in your database.
6. Patrons shouldnot be removed if they still have items checked out. If a patron owes any fines or charges, you can still remove them, but their fines will be cleared from the system.

Merging Rules

The "keep" record is one you want to keep, and the "merge" record is the one you want to copy data from and delete.

If a field is blank in the "keep" patron record but filled in the "merge record", the final record will use what's in the "merge" record's field:

If the same field is filled in both the "keep" and "merge" records, the final record will use what's in the "keep" record's field:

All General, Category, Contact, and Alert Notes on the "merge" patron record will append to notes on the "keep" patron record:

How to Merge Patron Records

1. Log into Patrons by adding /patrons to the end of your login URL.
2. Locate the patron record you wish to keep ("keep" record).
3. Select (highlight) the "keep" record from the Records List of results on the left.
4. Make sure the patron record is  unlocked.
5. From the Actions drop-down menu, select Merge duplicate by barcode.
6. In the Merge Records dialog, type the barcode of the patron you'd like to merge with the current patron ("merge" record). The barcode must consist of 3+ numbers. Click Continue.
7. A confirmation dialog will appear. Review the details of the merge, and if everything looks correct, click Merge.
8. The "merge" record will be deleted, and all data will be transferred to the "keep" record.

Navigation

The Patrons Management module includes a few important and distinct areas:

• Patron controls on top, which includes the Actions Menu and Message Center.
• Records List on the left
• The No Results Pane or Current Record pane on the right.

Search for and open a patron, then click the padlock icon to unlock the record for editing. The current record open in the Patrons module will also be the current patron in the Circulation module, and vice versa.

Hover over or click on the items on the image below for more information.