Patrons
How helpful was this page?
Related Blog Posts
Blog Posts
-
Notes for student aides–System Patron notes
created by
Oct 10, 2023
-
Restricted items–using patron alert notes
created by
Sep 27, 2023
-
Passwords: protect your data
created by
Sep 07, 2023
-
Four features in Patrons you might not be using
created by
Apr 05, 2023
-
Say cheese! All about patron pictures
created by
Aug 10, 2022
-
End-of-year tips: Managing patrons
created by
May 03, 2022
-
Assigning policies–the complete guide
created by
Mar 23, 2022
-
Setting rules–Patron Policy Preferences
created by
Mar 08, 2022
-
Search smarter!—Combine search results
created by
Oct 13, 2021
-
Introducing... FAQs!
created by
Jul 07, 2021
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.