Contents
Patron Records
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. Each tab contains settings, options, editable fields, dropdown menus, and checkboxes that are used to manage the patrons and operators who use your library.
The Patrons Management tabs contain pertinent information for each patron.
- Personal Info
- Contact Info
- Notes
- Statistics
This database is shared with Alexandria.
Changes made in Textbook Tracker will be reflected in Alexandria, and vice versa.
Personal Info
If numeric ranges are used in these fields, they should be padded with zeros so that they may be sorted and selected correctly; for example, instead of a “1”, “2”, “402”, you'd insert “001”, “027”, “402”. Essentially, in order to sort properly, all entries within a numeric range need to have the same number of digits.
Patrons
Users refer to both patrons and operators.
Many of these field names can be customized in Localization Preferences.
Contact Info
This information identifies the parent or guardian you need to contact in case of emergency. Enter the parent or guardian's name, address, and phone number(s) here. You can enter more than one name separated by a comma. In the them with a comma.
This information identifies the patron's parent or guardian
Settings
- Parent/Guardian. Enter the name of 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.
- 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.
You can customize the name of the Additional Contact and Mobile fields in Localization Preferences.
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.
Enter a plus sign (+) in the Circulation command line to display notes for the Current Patron.
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.
- Click Notes at the bottom of the Current Patron pane in Circulation to view all the notes for this patron.
Statistics
The Statistics tab contains historical information about your patron's recorded library usage. This data is automatically generated by Textbook Tracker 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.