Patron Registration allows staff to add and retrieve patron records as well as view and modify existing patron information including:
Patron Registration allows staff to manually enter requests on behalf of patrons using:
To retrieve an existing patron record:
Note:
Hit Enter or click Search.
Note: In a shared system, only patrons that have the same library symbol associated with the staff Login ID are retrieved.
Select Clear to clear the current search criteria or the patron record currently displayed.
Only fields marked with an asterisk (*) are mandatory.
Field |
Characters |
Description |
---|---|---|
Surname * | 50 | All characters are entered to upper case. |
First Name | 26 | All characters are entered to upper case. |
Patron Id * | 20 |
Alphanumeric as well as special characters can be entered. The Patron Id MUST be unique. |
Phone | 25 | |
Department | ||
Branch |
Select a branch from the drop down list (if configured). The default value is none. |
|
Alternate Phone | 25 | |
Street (Line 1) | 70 | |
Street (Line 2) | 70 | By default no label displays for the second line of the street address. It is possible to configure a label for the second line. |
City | 40 | |
State/Province | 20 | |
Country | 35 | |
Zip/Postal Code | 15 | |
Delivery Method Copy | Select the patron's preferred delivery method for copies. The default value is Mail. | |
Delivery Method Loan | Select the patron's preferred delivery method for loans. The default value is Mail. | |
Delivery Fax | 25 | Enter the fax number. A fax number must be entered if the Delivery Method Copy or Messaging Method is Fax. |
Delivery Email | 80 | Enter the email address to use when sending copies via email. A Delivery Email address must be entered if the Delivery Method Copy/Loan is Email. Post to Web or Secure Post to Web. |
Messaging Method | Select the patron's preferred messaging method. The default value is Mail. | |
Messaging Fax | 25 | Enter the fax number to use when sending messages via fax. A Messaging Fax address must be entered if the Messaging Method is Fax. |
Messaging Email | 80 | Enter the email address to use when sending messages via email. A Messaging Email address must be entered if the Messaging Method is Email. |
E-Mail Image Format | Select PDF or TIFF as the format to use when delivering documents to the patron. The default value is PDF. | |
E-Mail Notify Format | Select Text or PDF as the format to use when delivering messages to the patron. The default value is Text. | |
Pickup Location |
Select the patron's preferred pickup location. A pickup location must be selected if the Delivery Method Copy or Delivery Method Loan is Pickup. |
|
Odyssey Address | ||
Ariel Address | ||
Delivery Service | ||
Docview |
Once the patron record is displayed, you can add statistical Information.
Field | Description |
---|---|
Stats Category | Select a statistics category from the drop down list (if configured). The default value is none. |
Patron Type | Select a patron type from the drop down list (if configured). The default value is none. |
Maximum Cost | If entered, this value is used to create automatically a max cost for all requests entered for/by this patron. |
Maximum Days | If entered, this value is used to create automatically a need by date for all requests entered for/by this patron |
Loan Code | Select the loan code to use for this patron. The loan code is used to automatically populate the due date when updating a request as a loan, and to determine, when and how many overdue notices should be sent. |
Patron Note | Enter any notes of significance or relevance to this patron. |
Once the patron record is displayed, you can add billing information.
Field |
Characters |
Description |
---|---|---|
Street (Line 1) | 70 | |
Street (Line 2) | 70 | |
City | 40 | |
State/Province | 20 | |
Country | 35 | |
Zip/Postal Code | 15 | |
Contact | 50 | Enter the billing contact's name. |
Phone | 25 | Enter the billing contact's phone number. |
Contact Fax | 25 | Enter the billing contact's fax number. |
Billing Type | Select a billing type (if configured). | |
Billing Rate | Select a billing rate. The billing rate is used to calculate the charge for the request. | |
Billing Currency | Select a billing currency. | |
Account Number | 20 | Enter an account to use. |
Credit Card | Select a type of credit card. | |
Name on Card | 80 | Enter the name on the credit card. |
Card Number | 40 | Enter the credit card number. |
Expiration Date | Enter the expiration date for the credit card. | |
Code | Enter the security code for the credit card. | |
Quota Total | If using quotas, enter the total number of requests the patron is allowed. | |
Filled | Once the patron starts submitting requests, the number of requests filled to date is displayed. This number is not editable. | |
Reset Date | Select the date on which the quota is restarted. |
Note: Only patron records to which there are no requests attached can be deleted.
To createa a login/password for a patron:
Note: If your library uses the Patron Load to create and update patron records or uses NCIP, you should not use Patron Registration to add or update patrons records since it may result in conflicting patron data. See Patron load for more information.
If patrons are considered inactive and access to ILL services has been removed, the patron record can be updated to reflect this and to prevent requests from being submitted.
If an inactive patron tries to login to the Relais web form, the following message is displayed:
Your account is currently inactive.
You may not submit any new requests.
If a staff member tries to enter a request for an inactive patron, the following message is displayed: This patron is currently inactive. Requests may only be placed for active patrons.
Extensive configuration of the screens used for Patron Registration is possible.
This includes the following elements:
This configuration is managed through a text file ....\relais\patron.cfg
For assistance with configuring any of the elements of the Patron Registration please contact OCLC Support.