Add/Edit Associated Patrons Dialog Box

Use this dialog box to add an associated patron to the patron record currently open in the Patron Status workform - Associations view, or to edit an exiting association. See Patron Associations.

• Enter the barcode of the patron with whom you want to create an association - Scan the barcode from the patron’s library card, or type the barcode in the Associated Patron(s) box, and press ENTER. If you do not have the patron’s library card, click Find to display the Polaris Find Tool and search for the patron’s record. Right-click the record in the results list and choose Select from the context menu.
• Enter a note - Type the text in the Note box. The same text will appear in both records.
• Set a blocking relationship - Select Block me if these patron records are blocked if you want to block this record at checkout or renewal when any of the associated records are blocked.
• Permit the patron to pick up held items for her associated patrons - Select Allow me to pick up holds for these patrons.