Filter Patron Codes for Specific Organizations

The patron codes available for use in a patron record are based on the settings for the patron’s registered branch.

To filter patron codes for use by specific organizations:

1. In the Administration Explorer tree view, open the Parameters folder for the organization, and select the Patron Services tabbed page in the details view.
2. Double-click Patron registration: Filter patron codes.

The Patron registration: Filter patron codes dialog box opens. The list of patron codes are those defined in the Patron Codes policy table. For more information, see Add a Patron Code. When a new code is added to that table, it is added to the Filter dialog box and is selected for use by default.

Note:
The organization icons at the top of the dialog box indicate whether the settings have been inherited. Initially they are inherited from the system-level settings. Once you change settings at the branch level, they are no longer inherited from the system, even if the system settings are changed.

3. Check or uncheck the codes until the checked items reflect those you want to offer as patron code choices for this organization.
4. Click Save. If you have unchecked patron codes, they are removed from the list of patron codes available on workforms for this organization. If an unchecked code is in use, a message informs you of the number of patron records that use the code at this organization and any descendant organizations. You can continue to save or cancel the operation.