Add an Address to a Patron Record

You can specify multiple addresses for a patron, such as home and office addresses.

To add an address to a patron record:

Note:
For more information on setting up patron records, see Create a patron record.

  1. If the patron record is not already open, select Patron Services, Patron Records to find and open the patron’s record. See Find patron services and related records. The Patron Registration workform - Addresses view appears. If you are working with a new patron record that is already open, you may need to select View, Addresses or click PatRecAddrBut.gif to display this view.
  2. Click the Add button under the Addresses, Phone Numbers list area. The Add/Edit Address dialog box appears.
  3. Select the type of address, such as Home or Work, in the Type box.

Note:
If your library uses course reserve functions, and this patron is an instructor for a course, specify Office for the address that should appear in the course reserve record. Instructors’ office addresses offer two lines (Office 1 and Office 2). They do not include Zip code or other mailing address information. If you do not specify an office address, the Home address is used for the course reserve record.

Tip:
In the Country box, you can type the first letter of the country to select the country.

  1. Select the country in the Country box.
  2. Type the U.S. Zip code (or another country postal code, if appropriate) in the Postal Code box.

Note:
If you backspace or press the DELETE key in the middle of typing a Canadian postal code, the control appears not to work. Select USA to clear the box, then select Canada again and type the postal code in the correct format, for example H3Z 1X4. Do not type a hyphen between the two groups of characters.

For U.S. Zip codes and Canadian postal codes, Polaris automatically fills in the City, State/province, and County boxes, or displays a pop-up dialog box. If the pop-up box appears, double-click the correct city-state-county combination. The City, State/province, and County boxes are filled in.

Note:
You must have the permission Patron registration: Modify postal address fields to enter an entirely new city/state/country/postal code combination. Otherwise, you can only select an existing combination. See Setting Circulation Permissions.

  1. If you entered a postal code for a country other than the U.S. or Canada, type the city in the City box, type the state or province in the State/province box, and type the county in the County box. If the state, province, or county is not required as part of the address, you can leave the State/province box and County box empty.
  2. Type the street address or post office box number in the Street One box. You can use the Street Two box for additional information, such as the apartment or suite number, or leave it blank. You must enter information in at least one Street box in order to save the address.
  3. Click OK to submit the address information. The Addresses view appears with the address information in the Addresses, Phone Numbers list.
  4. Select File | Save to save the record.