Step-by-Step Instructions

Create a New Patron Policy

If you are convinced that more detailed Patron policies are the way to go, here are the steps to follow to add a patron policy:

1. Go to Preferences > Policies.
2. At the bottom of the Patron Policy pane, click Add.
3. In the Add Policy dialog, enter the Policy Name and Policy Short Code and select an optional Statistics Group.
4. From the Defaults dropdown menu, select which policy to duplicate values from.
5. Click Add.
6. Next, tab through the various Policies (Check Out, Overdue, and Other) providing appropriate values to the fields, dropdown menus, and checkboxes in order to create your policy.
7. When you have completed your new policy, click the Save button.
8. Repeat this process until you have made all your new patron policies.

Modify a Patron Policy

1. Go to Preferences > Policies.
2. Next, select the patron policy to be modified from the Patron Policy dropdown menu (left-hand side of the window).
3. Make the appropriate changes to the value(s) in the Patron Policy fields, dropdown menus, and checkboxes.
4. When you have finished modifying the Patron Policy, click the Save button to keep your changes; otherwise, click Revert to discard them
   
   

Note you can run the Change Patron Policies utilities to change multiple patrons at once.

Duplicate a Patron Policy

Duplicate a patron policy when the policy values are exactly the same as or there are only minor variations from an existing patron policy.

1. Go to Preferences > Policies.
2. Click Duplicate
3. Enter the new Patron Policy Name and Patron Policy Short, and select an optional Statistics Group in the fields provided.
4. Click Add.
5. Make the appropriate changes to the value(s) in the Patron Policy fields, dropdown menus, and checkboxes.
6. When you have finished modifying your duplicated Patron Policy, click the Save button to keep your changes; otherwise, click Revert to discard them.
7. Repeat this process until you have finished making all your new patron policies.

Remove a Patron Policy

In older versions of Alexandria, a policy could not be removed if it was still in use. However, that is no longer necessary. When a patron policy is removed, you'll be prompted to choose a replacement policy for the impacted patrons.

1. Go to Preferences > Policies.
2. Select the policy that you would like to remove from the Patron Policy dropdown menu.
3. Click Remove in the lower-left hand side of the Patron Policy section.
4. If the policy you're removing is still in use, click the dropdown menu to choose a replacement policy for the impacted patrons.
5. Click Schedule Removal.
   
   

Assign a Patron Policy to an Individual

1. Go to Patron Management.
2. Find the patron whose policy you want to change.
3. Unlock the record.
4. Click on the Policy dropdown menu (the first dropdown menu at the top left of the window).
5. Select the policy for this patron.
6. Click Save at the top-right of the window.