Associated Patron Options Dialog Box
To open this dialog box:
In Polaris Administration, select Parameters, Patron Services, Associated patron options.
Use this dialog box to set the maximum number of linked records, specify whether patrons are blocked when their associated patrons are blocked, and whether patrons are allowed to pick up and check out items that are held for their associated patrons:
- Linked record limit - Sets the number of records that can be associated with one patron record. Valid values are 0-999. Very high values may impact system performance at checkout. When a staff member adds associations to a patron record, the limit is checked for the patron's Registered at branch. If the limit has already been reached for the branch at which the primary patron is registered, no associated patrons can be added.
- Always check “Block me” by default - Sets the default value for the option Block me if these patron records are blocked option that will block the primary patron from checking out items if the associated patron is blocked. Staff members with the appropriate permissions can change this setting when adding or editing a patron association.
- Always check "Allow me to pick up holds for these patrons" by default- Sets the default for the option to allow primary patrons to pick up holds for associated patrons. Staff members with the appropriate permissions can change this setting when adding or editing a patron association.