Staff Client Help v7.1
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<h1><a name="XREF_15761_Add_a_new_photo"></a>Add a New Photo (terminal server environment and RDP)</h1>
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<p><a name="kanchor4840"></a><a name="IX_adding_to_patron_record_1"></a>Because you cannot install webcam software on a thin client (terminal server environment) or use it via Remote Desktop (RDP), you cannot take new patron pictures by these means.  However, you can take photos at a conventional workstation dedicated to this purpose and add them to patron records via terminal server or RDP. </p>
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<p>To add a new photo to a patron record in a terminal server environment or RDP:</p>
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<ol>
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<li value="1">(First time only) Working at the computer with the webcam, create a folder on the hard drive for patron photos.</li>
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<li value="2">If you are connected to Polaris via an RDP connection, minimize the connection.</li>
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<li value="3">Start the manufacturer’s photo software for your camera, and take the patron’s picture.</li>
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<li value="4">When you and the patron are satisfied with the photo, maximize the RDP connection for your terminal server and Polaris.</li>
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<li value="5">Check to be sure your local drive is shared out and that your workstation is identified with <b>C.</b></li>
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<li value="6">If your workstation name is not identified with <b>C:</b>, follow these steps:<ol style="list-style-type: lower-alpha;"><li value="1">Log off Polaris if you are logged in.</li><li value="2">Log off your RDP connection.</li><li value="3">Open the RDP connection for Polaris and click <b>Options>></b>.</li><li value="4">Select the <b>Local Resources</b> tab and click <b>More</b>.</li></ol></li>
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<p class="indent3">
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<img alt="RDPShare.gif" style="margin-bottom: 0.000pt;width: 463;height: 264;" id="image32" src="RDPShare_463x264.gif" /> </p>
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<blockquote>
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<ol style="list-style-type: lower-alpha;" start="5">
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<li value="5">Select (check) <b>Drives</b> to make the workstation drive available during your RDP session, and click <b>OK</b>.</li>
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<li value="6">Select the <b>General</b> tab, and click <b>Save</b>.</li>
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<li value="7">Click <b>Connect</b>.</li>
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<li value="8">Confirm that your local drives are in your RDP connection by selecting <b>Start, My Computer</b>.</li>
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</ol>
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</blockquote>
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<ol start="7">
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<li value="7">Log in to Polaris and open the appropriate patron record.</li>
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<li value="8">To add the photo to the patron record, follow the steps in <a href="Upload_an_existing_photo_to_a_patron_record.htm#XREF_30796_Upload_an_existing">Upload an existing photo to a patron record</a>.</li>
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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
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<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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<h1><a name="XREF_97880_Add_a_new_photo_to"></a>Add a new photo to a patron record</h1>
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<p><a name="kanchor1341"></a><a name="IX_adding_to_patron_record"></a>To add a new photo to a patron record:</p>
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<ol>
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<li value="1">If the patron record is not already open, select <b>Patron Services, Patron Records</b> to find and open the patron’s record in the Patron Registration workform. See <a href="../PPstart/Find_patron_services_and_related_records.htm#XREF_60305_Find_a_record_in">Find patron services and related records</a>.</li>
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</ol>
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<p class="NoteShade"><b>Note:<br /></b>If you are registering a new patron, enter the required information and save the record. See <a href="Create_a_patron_record.htm#XREF_11620_Create_a_patron">Create a patron record</a>. Then go to step 2.</p>
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<ol data-mc-continue="true">
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<li value="2">On the Patron Registration workform, select <b>View, Photo</b>, or click <img alt="PhotoIcon.gif" style="width: 30;height: 18;" id="image28" src="PhotoIcon_30x18.gif" class="imginline" />. The Patron Registration workform - Patron Photo view opens.</li>
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</ol>
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<p class="indent2">
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<img alt="PatronPhotoVu.gif" style="margin-bottom: 0.000pt;width: 437;height: 307;" id="image29" src="PatronPhotoVu_437x307.gif" /> </p>
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<ol data-mc-continue="true">
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<li value="3">Click <b>Launch Picture Edit</b>. The Patron Photo dialog box opens.</li>
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</ol>
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<p class="indent2">
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<img alt="PatronPhotoDx.gif" style="margin-bottom: 0.000pt;width: 389;height: 260;" id="image30" src="PatronPhotoDx_389x260.gif" /> </p>
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<ol data-mc-continue="true">
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<li value="4">Click <b>Start Camera</b>. The real-time image from the webcam appears in the left panel of the Patron Photo dialog box.</li>
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<li value="5">When the image is satisfactory, click <b>Take Picture.</b> The still photo appears in the right panel.</li>
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</ol>
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<p class="NoteShade"><b>Tip:<br /></b>Follow these same steps to replace an existing photo with a new one. The new photo overlays the old one.</p>
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<ol data-mc-continue="true">
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<li value="6">Click <b>Save Picture</b> to save the picture in the patron record.</li>
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</ol>
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<p class="indent2"><a name="kanchor1342"></a><a name="IX_viewing_date"></a>You can see the date the patron photo was added to the patron record on the Properties sheet, About tabbed page. To open the Properties sheet from the Patron Registration or Patron Status toolbar, press <b>F8</b>, select <b>File, Properties</b>, or click the Properties icon <img alt="PropBtn.gif" style="margin-bottom: -13.400pt;width: 37;height: 35;" id="image31" src="PropBtn_37x35.gif" />.</p>
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<p class="NoteShade"><b>Note:<br /></b>Patron photos are saved directly in the Polaris database, not as a separate collection of image files.</p>
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<h4 style="font-style: italic;font-weight: bold;">Related Information</h4>
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<ul type="disc">
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<li><span class="FM_BulletHead">Deleting a photo</span> - To delete a photo from the patron record, simply click <b>Delete</b> on the right side of the Patron Photo dialog box.</li>
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<li><span class="FM_BulletHead">Using an existing photo</span> - See <a href="Upload_an_existing_photo_to_a_patron_record.htm#XREF_30796_Upload_an_existing">Upload an existing photo to a patron record</a>.</li>
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<li><span class="FM_BulletHead">Replacing the default photo</span> - Polaris displays a default image (the Polaris logo) in the patron record and on the Check Out workform when the patron record does not include a photo. To use your own default image, <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Patron_Services_Admin/PDPpatacct/Replace_the_default_photo.htm#XREF_65799_Replace_the">Replace the default photo</a>.</MadCap:conditionalText></li>
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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
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||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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<h1><a name="XREF_30963_Add_an_address_to"></a>Add an Address to a Patron Record</h1>
|
||||
<p><a name="kanchor4802"></a><a name="IX_adding_to_patron_records"></a><a name="kanchor4803"></a><a name="IX_creating"></a><a name="kanchor4804"></a><a name="IX_adding_addresses"></a><a name="kanchor4805"></a><a name="IX_overview_11"></a>You can specify multiple addresses for a patron, such as home and office addresses. </p>
|
||||
<p>To add an address to a patron record:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>For more information on setting up patron records, see <a href="Create_a_patron_record.htm#XREF_11620_Create_a_patron">Create a patron record</a>.</p>
|
||||
<ol>
|
||||
<li value="1">If the patron record is not already open, select <b>Patron Services, Patron Records</b> to find and open the patron’s record. See <a href="../PPstart/Find_patron_services_and_related_records.htm#XREF_60305_Find_a_record_in">Find patron services and related records</a>. 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 <b>View, Addresses</b> or click <img alt="PatRecAddrBut.gif" style="margin-bottom: -10.000pt;width: 28;height: 28;" id="image5" src="PatRecAddrBut_28x28.gif" /> to display this view.</li>
|
||||
<li value="2">Click the <b>Add</b> button under the Addresses, Phone Numbers list area. The Add/Edit Address dialog box appears.</li>
|
||||
<li value="3">Select the type of address, such as <b>Home</b> or <b>Work</b>, in the <b>Type</b> box.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If your library uses course reserve functions, and this patron is an instructor for a course, specify <b>Office</b> 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 <b>Home</b> address is used for the course reserve record.</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>In the <b>Country</b> box, you can type the first letter of the country to select the country.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Select the country in the <b>Country</b> box.</li>
|
||||
<li value="5">Type the U.S. Zip code (or another country postal code, if appropriate) in the <b>Postal Code</b> box.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If you backspace or press the <b>DELETE</b> key in the middle of typing a Canadian postal code, the control appears not to work. Select <b>USA</b> to clear the box, then select <b>Canada</b> again and type the postal code in the correct format, for example <b>H3Z 1X4</b>. Do not type a hyphen between the two groups of characters.</p>
|
||||
<p class="indent2">For U.S. Zip codes and Canadian postal codes, Polaris automatically fills in the <b>City</b>, <b>State/province</b>, and <b>County</b> boxes, or displays a pop-up dialog box. If the pop-up box appears, <span class="FM_Emphasis">double-click</span> the correct city-state-county combination. The <b>City</b>, <b>State/province</b>, and <b>County</b> boxes are filled in.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You must have the permission <b>Patron registration: Modify postal address fields </b>to enter an entirely new city/state/country/postal code combination. Otherwise, you can only select an existing combination. See <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online"><a href="../../Patron_Services_Admin/PDPstart/Setting_Circulation_Permissions.htm#XREF_33495_Setting">Setting Circulation Permissions</a>.</MadCap:conditionalText></p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">If you entered a postal code for a country other than the U.S. or Canada, type the city in the <b>City</b> box, type the state or province in the <b>State/province</b> box, and type the county in the <b>County</b> box. If the state, province, or county is not required as part of the address, you can leave the <b>State/province</b> box and <b>County</b> box empty.</li>
|
||||
<li value="7">Type the street address or post office box number in the <b>Street One</b> box. You can use the <b>Street Two</b> box for additional information, such as the apartment or suite number, or leave it blank. You must enter information in at least one <b>Street</b> box in order to save the address.</li>
|
||||
<li value="8">Click <b>OK</b> to submit the address information. The Addresses view appears with the address information in the Addresses, Phone Numbers list.</li>
|
||||
<li value="9">Select <b>File | Save</b> to save the record.</li>
|
||||
</ol>
|
||||
</div>
|
||||
</div>
|
||||
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<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
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<h1><a name="XREF_61641_Add_general_data"></a>Add General Data to a Patron Record</h1>
|
||||
<p><a name="kanchor3497"></a><a name="IX_excluding_patrons_from"></a><a name="kanchor3498"></a><a name="IX_adding_to_patron_records_1"></a><a name="kanchor3499"></a><a name="IX_adding_general_data"></a>The patron record contains general data that may be used for statistical purposes and any user-defined fields that are determined by the library at installation. This section of the patron record also allows you to exempt a patron from overdue notices, hold request notices, or collection agency processing. You also set the patron’s password and language preference in this section.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>For more information on setting up patron records, see <a href="Create_a_patron_record.htm#XREF_11620_Create_a_patron">Create a Patron Record</a>.</p>
|
||||
<p> To add general data to a patron record:</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>Patron Services</b> > <b>Patron Records</b> to find and open the patron’s record. See <a href="../PPstart/Find_patron_services_and_related_records.htm#XREF_60305_Find_a_record_in">Find Patron Services and Related Records</a>.</li>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>You can press <b>CTRL+TAB</b> to change views.</p>
|
||||
<li value="2">Select <b>View</b> > <b>General</b> or click <img alt="PRGenViewBtn.gif" id="image11" src="PRGenViewBtn_16x16.gif" class="imginline" style="width: 16;height: 16;" /> to display the General view.</li>
|
||||
<li value="3">Select <b>Gender</b> from the drop down menu. All drop down menus start with a <b>(None)</b> option followed by a list of genders specified for the specific organization. The (None) option is selected by default unless a patron has already selected a gender. Selecting (None) sets the patron's gender to "null" in the database as if they have opted out of a gender selection. Use <b>N/A</b> to register a group or an organization as a patron. Your library may require you to choose Gender. If so, the word <b>Gender</b> appears in bold type. Your library many choose to not track Gender by suppressing that choice.</li>
|
||||
<li value="4"><a name="XREF_11317_Assigning_a"></a>Select the appropriate statistical code in the <b>Statistical class</b> box. These codes are defined by your library for statistical or reporting purposes.</li>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If you change the patron’s registration branch and the statistical class is valid at the new branch, the statistical class remains in the edited record. Otherwise, the statistical class is set to <b>None</b>.</p>
|
||||
<li value="5"><a name="kanchor3500"></a><a name="IX_setting_in_patron_records_3"></a><a name="kanchor3501"></a><a name="IX_passwords_1"></a>Type the patron’s password in the <b>Password</b> box.</li>
|
||||
<p>The patron uses this password, together with the patron barcode or user name, to access the account or place holds in the PAC. The password must be a minimum of 4 and a maximum of 16 alphanumeric characters. Passwords are case-sensitive. Do not include spaces or special characters such as %, @, and $. Polaris displays the password as a series of asterisks (<span style="font-weight: bold;">*</span>) for security purposes. For additional information, see <a href="Creating_and_Editing_Patron_Records.htm#XREF_45906_Patron_Passwords">Patron Passwords and User Names</a>.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Your library may limit the number of times a patron can try to sign in to the PAC without success. At the first attempt, the system starts timing the sign in attempts. When the limit has been reached and five minutes have passed from the first unsuccessful attempt, a message appears and the patron must wait five minutes before trying to sign in again. If you reset the patron’s password from the staff client after at least one sign in attempt, the patron may have to wait five minutes before attempting to sign in with the new password.</p>
|
||||
<li value="6"><a name="kanchor3502"></a><a name="IX_setting_in_patron_record_2"></a>Select the patron’s primary language in the <b>Language</b> box.</li>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If your library has purchased the Polaris multilingual option, and the language you select is supported for notices, the patron can receive notices in this language. For more information, see <![CDATA[ ]]><MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online"><a href="../../Patron_Services_Admin/PDPnotices/Managing_Notification.htm">Managing Notification</a>.</MadCap:conditionalText></p>
|
||||
<li value="7">If appropriate, scan the patron’s previous ID (the barcode found on the patron’s old library card) in the <b>Former barcode</b> box or type the barcode and press <b>Enter</b>.</li>
|
||||
<li value="8"><a name="kanchor3503"></a><a name="IX_setting_in_patron_records_4"></a>Enter the patron’s birth date in the <b>Birth date</b> box using one of these methods:</li>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can enter a birth year in the patron record that is earlier than 1900. For example, if you do not ask patrons their birth year at registration, you can enter 1776 as a placeholder. You can save dates as early as 1753.</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>You can select the check box with the space bar. This is convenient if you prefer to use the keyboard instead of the mouse.</p>
|
||||
<ul type="disc">
|
||||
<li>Type a specific date - Select the box in the <b>Birth date</b> field, then type the birth date in the format shown. Use the right arrow key to move from one segment of the date to the next. </li>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If you clear the check box, the date may be gray or it may not be visible. It reappears when you select the check box again. The date is not saved with the patron record unless the check box is selected.</p>
|
||||
<li>Select a date from a calendar - Click the down arrow in the <b>Birth date</b> field and select the birth date from the calendar.</li>
|
||||
</ul>
|
||||
<li value="9">Verify the date of registration in the <b>Date of original registration </b>box.</li>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If you clear the check box, the date may be gray or it not be visible. It reappears when you select the check box again. The date is not saved with the patron record unless the check box is selected.</p>
|
||||
<li value="10">If you want Polaris to track a reading history for the patron, select the <b>Maintain permanent reading list</b> check box. See <a href="Working_with_Reading_Histories.htm#XREF_40803_Working_with">Working with Reading Histories</a>.</li>
|
||||
<li value="11"><a name="kanchor3504"></a><a name="IX_plain_text_setting"></a>If the patron will receive email notices or reminders from the library, and prefers plain text email, select <b>Email notices in plain text</b>. If a patron is experiencing problems with the display of HTML email notices or reminders, setting the email format to plain text may improve the display of information.</li>
|
||||
<p>Plain text email notices have the following limitations:
|
||||
<ul><li>Detail content is displayed in separate lines instead of in one line or one group.</li><li>Claimed items are included even if <b>Include claimed items</b> is not selected for overdue notices (Notification Options dialog box > <b>Overdue</b> tab).</li><li>Combined notices may include some fields that are correctly suppressed in HTML notices.</li></ul></p>
|
||||
<li value="12">To prevent this patron record from being deleted, select the <b>Do not delete patron record</b> check box.</li>
|
||||
<li value="13">To prevent this patron from being reported to the collection agency, select the <b>Exclude from collection agency</b> check box.</li>
|
||||
<li value="14">To prevent this patron from receiving certain notices and reminders, select the appropriate check boxes below <b>Exclude from notices and reminders</b>.</li>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>If your library uses Polaris outreach services processing, you may want to select the <b>Hold</b> option. This prevents an outreach services patron from receiving a hold notice when a selection list item becomes held for delivery to the patron. See <a href="../PPoutreach/Outreach_Services_Processing.htm#XREF_58531_Outreach_Services">Outreach Services Processing</a>.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>To prevent the patron from receiving any notices at all, set the notification option to <b>None</b> on the Addresses view. See <a href="Add_notification_data_to_a_patron_record.htm#XREF_98965_Add_notification">Add Notification Data to a Patron Record</a>.</p>
|
||||
<li value="15">If your library requires additional patron information, type or select the appropriate data in the <b>User defined fields</b> boxes.</li>
|
||||
<p>Your library may use free text user defined fields, drop-menu fields with specific options, or both. The user defined fields are indexed for searching. Your library may choose not to use all five available user defined fields. </p>
|
||||
<li value="16">Select <b>File</b> > <b>Save</b> to save the record.</li>
|
||||
</ol>
|
||||
</div>
|
||||
</div>
|
||||
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<col style="width: 50%;" />
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<tbody>
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<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
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<h1><a name="XREF_98965_Add_notification"></a>Add Notification and Receipt Preferences to a Patron Record</h1>
|
||||
<p><a name="kanchor1254"></a><a name="IX_adding_notification_data"></a>Notification data specifies how the patron wants to receive notices, such as for held and overdue items. To add notification data to a patron record:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>For more information on setting up patron records, see <a href="Create_a_patron_record.htm#XREF_11620_Create_a_patron">Create a patron record</a>.</p>
|
||||
<ol>
|
||||
<li value="1">If the patron record is not already open, select <b>Patron Services, Patron Records</b> to find and open the patron’s record. See <a href="../PPstart/Find_patron_services_and_related_records.htm#XREF_60305_Find_a_record_in">Find patron services and related records</a>. 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 <b>View, Addresses</b> or click <img alt="PatRecAddrBut00013.gif" style="margin-bottom: -8.200pt;width: 27;height: 25;" id="image9" src="PatRecAddrBut00013_27x25.gif" /> to display this view.</li>
|
||||
<li value="2">Enter the patron’s address data if you have not already done so. See <a href="Add_an_address_to_a_patron_record.htm#XREF_30963_Add_an_address_to">Add an address to a patron record</a>.
|
||||
<p class="NoteShade"><b>Tip:<br /></b>The default setting in the Address boxes is the first address in the Addresses, Phone Numbers list.</p></li>
|
||||
<li value="3"><a name="XREF_15024_Selecting_an"></a>Select the address for receiving notifications in the <b>Notices address</b> box. </li>
|
||||
<li value="4">Select the <b>Notification option</b>.</li>
|
||||
<li value="5"><a name="kanchor1255"></a><a name="IX_specifying_address_in"></a><a name="kanchor1256"></a><a name="IX_e_mail_notices"></a>(Optional) Type the patron’s email address in the <b>Email address</b> box.
|
||||
<p>This address can be used for sending overdue, billing, request, email reminder, and routing notices, as well as email receipts. To deliver notices to a patron via email, the <b>Notification option</b> box must be set to <b>Email Address</b>. </p><p>Your library determines whether email notices are sent in HTML format or plain text format by default. On the Patron Registration workform - General view, you can set the format if the patron prefers a format different from the default format. See <a href="Add_general_data_to_a_patron_record.htm#XREF_61641_Add_general_data">Add general data to a patron record</a>. (Email receipts are always sent in plain text format.)</p><p class="NoteShade"><b>Note:<br /></b>You can send reminder notices and special announcements to any patron with an email address in the patron record, regardless of the setting in the <b>Notification option</b> box. See<a href="../../Patron_Services_Admin/PDPnotices/Set_up_e-mail_reminder_notices.htm#XREF_59438_Set_up_e_mail" data-mc-conditions="Primary.Online,Primary.Hidden"> Set up e-mail reminder notices</a>.</p></li>
|
||||
<li value="6">Select (check) <b>Additional</b> <b>TXT notice</b> if the patron’s mobile phone accepts text messages and your library sends text messages <span class="FM_Emphasis">in addition to</span> other types of notices such as email or print (see step 13). A patron will receive the additional text message only if the <b>Additional TXT notice</b> option is checked in the patron record <span class="FM_Emphasis">and</span> one <b>Phone</b> field is a mobile phone with a selected carrier. Also, the <b>TXT</b> option <span class="FM_Emphasis">must</span> be selected for that phone number. A phone number designated for text messages must follow the designated format.
|
||||
<p class="NoteShade"><b>Note:<br /></b>Some mobile phone service carriers charge their customers for text messages received, so these patrons may not want to receive additional text messages.</p></li>
|
||||
<li value="7">If your<a name="kanchor1257"></a> library has enabled eReceipts (e-mail receipts, TXT receipts, or both) and this patron prefers to receive check-out, renewal, and fine receipts by email or TXT message, select the appropriate option from the <b>eReceipt option</b> list.
|
||||
<ul><li>At check out and renewal, the patron will receive an eReceipt when both the patron’s branch and the workstation’s log-on branch (transacting branch) have enabled eReceipts.</li><li>To receive e-mail receipts, the patron record must include an e-mail address. If the record includes both primary and alternate e-mail addresses, the receipt is sent to both addresses. To receive TXT receipts, one <b>Phone</b> field must be a mobile phone with a selected carrier, and the <b>TXT</b> option must be selected for that phone number. A separate TXT receipt is sent for each item checked out or renewed. For information about eReceipt settings in Polaris Administration, see <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online"> <a href="../../Patron_Services_Admin/PDPreceipts/Setting_Up_eReceipts.htm#XREF_80825_Setting_Up">Setting Up eReceipts</a>.</MadCap:conditionalText></li></ul></li>
|
||||
<li value="8">(Optional) Type an alternative email address in the <b>Alt Email address</b> box.
|
||||
<p class="NoteShade"><b>Tip:<br /></b>The Phone 1, Phone 2, and Phone 3 numbers are used for phone notification, voice mail messages, and if any are mobile phones, for text message notices and receipts.</p></li>
|
||||
<li value="9">Type the patron’s phone number in the <b>Phone 1</b> box (include 1+area code for long distance numbers).</li>
|
||||
<li value="10">If you want to use additional phone numbers, type the phone numbers in the <b>Phone 2</b> and <b>Phone 3</b><span style=""> </span>boxes (include 1+area code for long distance numbers). You can enter up to three phone numbers.</li>
|
||||
<li value="11">If any of the <b>Phone</b> numbers are mobile phones, select a carrier for the number or numbers from the drop-down list next to the phone number field. The available carriers are set in Polaris Administration. See <![CDATA[ ]]><a href="../../Patron_Services_Admin/PDPnotices/Delivering_Notices_by_Text_Message.htm#XREF_37603_Delivering_Notices" data-mc-conditions="Primary.Online,Primary.Hidden">Delivering Notices by Text Message</a>.</li>
|
||||
<li value="12">To designate a mobile phone number for text message notices and/or receipts, check the <b>TXT</b> box next to the phone number.
|
||||
<p>Any one <b>Phone</b> number can be designated as <b>TXT</b>, allowing for text notification or text message receipts to that number. You must specify a carrier for the phone number if the <b>TXT</b> option is selected for that number.</p><p>A phone number designated for text messages must follow the designated format.</p></li>
|
||||
<li value="13">(Optional) Type the fax number in the <b>FAX number</b> box (include 1+area code for long distance numbers).</li>
|
||||
<li value="14"><a name="kanchor1258"></a><a name="IX_setting_patron_preference"></a>Select the method by which the patron prefers to receive notices in the <b>Notification option</b> box.
|
||||
<p class="NoteShade"><b>Note:<br /></b>When your library sets up notification, the library can specify patron preference as the notification method for a specific notice type. In this case, the notice is sent by the method specified in the patron record. However, the library may choose to deliver certain notices by a specific method regardless of patron preference. See <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden"><a href="../../Patron_Services_Admin/PDPnotices/Managing_Notification.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Managing Notification</span></a>.</MadCap:conditionalText></p><ul><li>You can use the Phone options only if the library has telephony software for automatic telephone notification. You can select <b>Phone 1,</b> <b>Phone 2,</b> or <b>Phone 3</b> for the phone notification, but be sure the corresponding phone number has been supplied when selecting a phone notification option.</li><li>If you select the <b>E-mail</b> <b>Address</b> option for notification, the patron record must include an e-mail address. On the Patron Registration workform - General view, you can specify plain-text e-mail format if that is the patron’s preference.</li><li>If you select the <b>TXT Messaging</b> option for notification, one <b>Phone</b> field must be a mobile phone with a selected carrier, and the <b>TXT</b> option must be selected for that phone number.
|
||||
<p class="NoteShade"><b>Note:<br /></b>Some mobile phone service carriers charge their customers for text messages received, so these patrons may prefer a different notification method.</p></li><li><a name="kanchor1259"></a><a name="IX_excluding_specific"></a>You can exclude the patron from receiving certain notices, and make this patron exempt from collection agency processing. See <a href="Add_general_data_to_a_patron_record.htm#XREF_61641_Add_general_data">Add general data to a patron record</a>. To prevent the patron from receiving any notices at all, select <b>None</b> in the <b>Notification option</b> box.</li><li>Selecting <b>None</b> in the <b>Notification option</b> menu will suppress all notices to the patron.</li></ul></li>
|
||||
<li value="15">Select <b>File | Save</b> to save the record.</li>
|
||||
</ol>
|
||||
<h4>Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Setting up notification</span> - See <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden"><a href="../../Patron_Services_Admin/PDPnotices/Managing_Notification.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Managing Notification</span></a>.</MadCap:conditionalText></li>
|
||||
<li><span class="FM_BulletHead">Notification language</span> - If your library has purchased the Polaris multilingual option, the patron may be able to receive notices in the language specified in the patron record. See <a href="Add_general_data_to_a_patron_record.htm#XREF_61641_Add_general_data">Add general data to a patron record</a>.</li>
|
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<h1><a name="XREF_11620_Create_a_patron"></a>Create a Patron Record</h1>
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<p><a name="kanchor5679"></a><a name="IX_creating_patron_record"></a><a name="kanchor5680"></a><a name="IX_creating_from_the_3"></a>To create a patron record from the Polaris Shortcut Bar:</p>
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<div class="NoteShade"><a name="kanchor5681"></a><a name="IX_creating_from_a_workform"></a><a name="kanchor5682"></a><a name="IX_creating_from_the_Find"></a><b>Tips:<br /></b>Other methods for creating a new patron record:<ul><li><p>From the Find Tool results list, right-click a patron record and select <b>Create Patron</b> from the context menu. See <a href="../PPstart/Finding_Patron_Records.htm#XREF_83131_Finding_Records_in">Finding Patron Records</a>. The new patron registration workform opens. Go to step 3 below.</p></li><li><p>On the Patron Registration workform for an existing record, select <b>File | New</b>, then clear or copy the current workform. Gender is not copied during the patron copy process. Go to step 3 below. <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden">See <a href="../../Polaris_Basics/PIcreatrec/Create_a_new_record_from_a_workform.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Create a New Record from a Workform</span></a>.</MadCap:conditionalText></p></li></ul></div>
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||||
<li value="1">Select <b>File </b>><b> New</b> from the Polaris Shortcut Bar, click the <b>New</b> button, or press <b>CTRL+N</b>. The New dialog box appears.</li>
|
||||
<li value="2">Select <b>Patron Record </b>in the <b>Objects</b> box, and click <b>OK</b>. The Addresses view of the Patron Registration workform appears.
|
||||
<p class="NoteShade"><b>Note</b>:<br />If you are using Polaris offline, select <b>Patron Services </b>><b> Patron Records</b> from the Polaris Shortcut Bar, or select <b>F7</b>, to display the Offline Registration workform.</p><p class="NoteShade"><a name="kanchor5683"></a><a name="IX_scanning_new_barcode"></a><a name="kanchor5684"></a><a name="IX_lost_library_card"></a><b>Tip:<br /></b>To replace a lost library card, open the patron’s record and scan the barcode from the new card in place of the old barcode. The barcode is updated while the other registration information remains unchanged.</p></li>
|
||||
<li value="3"><a name="kanchor5685"></a><a name="IX_patron_entering_new"></a>Scan the patron’s barcode (from the new library card) in the <b>Barcode</b> box, or type the barcode and select <b>ENTER</b>.
|
||||
<p>If your library system allows you to use just the significant digits (the last unique portion) of a patron barcode, you can type just this part of the barcode. If the unique part of the barcode begins with one or more zeroes, you do not need to type these. The system supplies the complete barcode, including any leading zeros, and the complete barcode displays in the patron record. If you enter more than the defined number of significant digits, the system attempts to save the record with the digits you entered as the complete barcode. For more information about setting Polaris to use significant digits, see <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden"><a href="../../Administration/PDbarcodes/Barcode_Formats.htm#XREF_60061_Significant_Digits">Significant Digits in Patron Barcodes</a>.</MadCap:conditionalText></p><p class="NoteShade"><b>Tip:<br /></b>Select <b>TAB</b> to go from one field to the next in the Patron Registration workform. Press the space bar to select check boxes.</p></li>
|
||||
<li value="4">Enter the patron’s name in the <span class="bold">Last name</span> and <span class="bold">First name</span> fields.
|
||||
<div class="NoteShade"><b>Important:</b></div><div class="NoteShade">If a patron has a preferred name that's different from the patron's legal name, enter the preferred name here, and enter the patron's legal name in the <span class="bold">Name on Identification</span> section.</div><p class="indent2">Do not use spaces when typing compound last names. For example, type <b>MacDonald</b> (instead of <b>Mac Donald</b>). </p></li>
|
||||
<li value="5">Select the patron’s registration location in the <b>Registered at</b> box.</li>
|
||||
<li value="6">Select the patron’s code in the <b>Patron code</b> box.</li>
|
||||
<li value="7"><a name="kanchor5686"></a><a name="IX_setting_in_patron_record"></a>Use one of the following methods to set the registration term:
|
||||
<ul><li>Set a date according to the current date (such as two years from today) - Type a number in the first Expiration <b>Term</b> box, and select <b>months</b> or <b>years</b> in the second <b>Term</b> box. The exact date is automatically calculated and appears in the Expiration <b>Date</b> box.</li><li>Type a specific date - Type the expiration date in the format shown. You can use the right arrow key to go from segment to segment of the date.</li><li>Select a date from a calendar - Click the down arrow by the <b>Expiration Date</b> box and select the expiration date from the calendar. You can scroll through months and years with the arrows at the top of the calendar. For detailed information,<MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">see <a href="../../Polaris_Basics/PIgetstart/Using_Polaris_Workforms.htm#XREF_63933_Using_Date_Pickers">Using Date Pickers</a>.</MadCap:conditionalText></li></ul><p class="indent2">For information about setting a new expiration date in an existing patron record, see <a href="Updating_Address_and_Expiration_Term.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Updating Patron Registration Check Dates</span></a>.</p></li>
|
||||
<li value="8">(Optional) If you entered a preferred name for the patron, enter the patron's legal name in the <span class="bold">Name on Identification</span> section.</li>
|
||||
<p>If you provide both preferred and legal names, Polaris uses the <span class="bold">Name on Identification</span> section for collection agency reporting.</p>
|
||||
<p>Don't use the fields in the <span class="bold">Name on Identification</span> section to record anything other than the patron's legal name.</p>
|
||||
<li value="9">If the patron wants to use their legal name on print and phone notices, select <span class="bold">Use for print / phone notices</span>.</li>
|
||||
<li value="10">Complete the patron record by doing these procedures:
|
||||
<ul><li><a href="Add_an_address_to_a_patron_record.htm#XREF_30963_Add_an_address_to">Add an address to a patron record</a></li><li><a href="Add_notification_data_to_a_patron_record.htm#XREF_98965_Add_notification">Add notification data to a patron record</a></li><li><a href="Add_general_data_to_a_patron_record.htm#XREF_61641_Add_general_data">Add general data to a patron record</a></li></ul></li>
|
||||
<li value="11">Select <b>File </b>><b> Save</b> to save the record.
|
||||
|
||||
<ul type="disc"><li>The Duplicate Patrons dialog box may appear. It lists the potential duplicate patron records, if any are found. To view more information about a listed record, right-click it and select <b>Open</b> from the context menu. The selected record appears in the Patron Registration workform. If you find a duplicate, click <b>Cancel</b> on the dialog box to stop saving the new record. Otherwise, click <b>Continue</b> to continue saving the record. The status bar indicates that the record is saved.</li></ul><p class="NoteShade"><b>Note:<br /></b>Certain menu options and toolbar buttons may be unavailable until you save the record. You do not need to close the record and re-open it. Select <b>File </b>><b> Save</b> or click the <b>Save</b> button.</p><ul type="disc"><li>The Patron Registration Fee dialog box may appear if the patron code requires a registration fee (see <a href="Creating_and_Editing_Patron_Records.htm#XREF_83768_Registration_Fees">Registration Fees</a>). You have the following options for handling the fee:
|
||||
<ul><li><p><span class="FM_BulletHead">Pay</span> - You must have the permission <b>Fines: Pay fines at circ</b> to use this option. If you have the required permission, the Pay dialog box opens. Payment methods can include credit card payments if your branch has implemented these. The patron can make partial payments. If a patron partially pays a fee, <span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> places a block on the patron account (see <a href="../PPblocks/Working_with_Blocks_Stops.htm#XREF_36202_Working_with">Working with Blocks (Stops)</a>). If you selected the option to print a receipt, a receipt prints.
|
||||
</p><p class="NoteShade"><b>Note:<br /></b>The <b>Print Receipt</b> option is selected by default. Receipts are printed using the printer and driver set up for the Check Out workform printer. You are not required to check any specific receipt type on the Check-out options dialog box, butyou must define the printer and driver. See <a href="../PPworkstn/Set_the_workstation_to_print_receipts_and_slips.htm#XREF_47783_Set_Polaris_to">Set the workstation to print receipts and slips</a>. The specific information printed is that selected for fine receipts in Polaris Administration with the Patron Services parameter <b>Fine receipt options</b>. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See<a href="../../Patron_Services_Admin/PDPreceipts/Setting_Up_eReceipts.htm#XREF_64505_Set_fine_receipt"> Set fine receipt options</a>.</MadCap:conditionalText></p></li><li><p><span class="FM_BulletHead">Waive</span> - You must have the permission <b>Fines: Waive fines at circ</b> to use this option. <span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> records a waive transaction for the patron, and a receipt prints, if you selected the receipt option.</p></li><li><p><span class="FM_BulletHead">Charge</span> - <span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> writes the charge to the patron account. The charge reason is listed as <b>Registration fee</b> and <span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> places a block on the patron account (see <a href="../PPblocks/Working_with_Blocks_Stops.htm#XREF_36202_Working_with">Working with Blocks (Stops)</a>). For more information about resolving charges on the patron account, see <a href="../PPuseacct/Processing_Charges_and_Payments.htm#XREF_54418_Charges_and">Processing Charges and Payments</a>.</p></li></ul></li></ul></li>
|
||||
</ol>
|
||||
<h4><a name="XREF_13375_Related_Topics"></a>Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Barcode formats</span> - <span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> can be set to distinguish between patron and item barcodes. If you input a barcode that is the incorrect type or format for the field, <span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> displays a warning message. You need permission to continue to save the record with an invalid barcode. For information on defining barcodes, setting <span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> to use significant digits in patron barcodes, and permission to save records with invalid barcodes, see <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden"> See <a href="../../Administration/PDbarcodes/Defining_Barcode_Formats.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Defining Barcode Formats</span></a>.</MadCap:conditionalText></li>
|
||||
<li><span class="FM_BulletHead">Scan driver’s license</span> - California libraries with the appropriate <span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> license can scan a new patron’s driver’s license to enter basic information in a new patron record. See <a href="Scan_drivers_license_enter_patron_info.htm#XREF_19190_Scan_driver_s">Scan driver’s license to enter patron information</a>.</li>
|
||||
<li><span class="FM_BulletHead">Patron photos</span> - If your library includes photos in patron records, see <a href="Working_with_Patron_Photos.htm#XREF_16131_Working_with">Working with Patron Photos</a>.</li>
|
||||
<li><span class="FM_BulletHead">Course instructors</span> - If your library uses course reserve functions, and the new patron is an instructor for a course, you can link the patron record to the course. See <a href="../PPcourseres/Add_instructors_to_a_course_reserve_record.htm#XREF_37774_Add_instructors_to">Add instructors to a course reserve record</a>. When the patron is linked to a course record, the <b>Instructor</b> box is automatically checked on the Patron Registration workform.</li>
|
||||
<li><span class="FM_BulletHead">Express registration</span> - You can register a new patron quickly from the Check Out workform. See <a href="../PPckout/Express-register_a_new_patron_at_check-out.htm#XREF_97787_Express_register_a">Express-register a new patron at check-out</a>.</li>
|
||||
<li><span class="FM_BulletHead">Registration reminder messages</span> - Your library can send e-mail notices to prompt patrons to renew their registrations or verify their registration information<MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online"> See <a href="../../Patron_Services_Admin/PDPnotices/Reminder_Notices.htm#XREF_73812_Setting_Up">Reminder Notices</a>.</MadCap:conditionalText></li>
|
||||
</ul>
|
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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
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<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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<h1><a name="XREF_92826_Create_and_edit"></a>Create, Edit, and Delete Patron Associations</h1>
|
||||
<p><a name="kanchor4199"></a><a name="IX_creating_3"></a>To create and edit an association between patron records: </p>
|
||||
<ol>
|
||||
<li value="1">Display the patron’s record in the Patron Status workform. See <a href="../PPstart/Find_patron_services_and_related_records.htm#XREF_60305_Find_a_record_in">Find patron services and related records</a>.</li>
|
||||
<li value="2">Select <b>View, Associations</b> or click <img alt="AssocBtn.gif" style="width: 29;height: 18;" id="image46" src="AssocBtn_29x18.gif" class="imginline" /> to display the Associations view.</li>
|
||||
</ol>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Click <img alt="pAddAssocIcon.gif" style="width: 29;height: 18;" id="image48" src="pAddAssocIcon_29x18.gif" class="imginline" /> or press <b>CTRL+A </b>to display the Add Associations dialog box.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="pAddAssocDlg.gif" style="margin-bottom: 0.000pt;width: 300;height: 178;" id="image49" src="pAddAssocDlg_300x178.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Enter the barcode of the patron with whom you want to create an association, using one of these methods:<ul type="disc"><li>Scan the barcode from the patron’s library card, or type the barcode in the <b>Associated Patron(s)</b> box, and press <b>ENTER</b>.</li><li>If you do not have the patron’s library card, click <b>Find</b> to display the Polaris Find Tool and search for the patron’s record. Right-click the record in the results list and choose <b>Select</b> from the context menu. </li></ul></li>
|
||||
</ol>
|
||||
<p class="indent2">The patron’s barcode appears in the <b>Associated Patron(s)</b> box.</p>
|
||||
<ol start="5">
|
||||
<li value="5">If you want to add more associations to the record, repeat the previous step until all the patron barcodes have been entered.</li>
|
||||
<li value="6">If you want to enter a note, type the text in the <b>Note</b> box.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Important:<br /></b>Make sure that your note is clear, because the same text appears on both records. For example, “Mother” is an ambiguous note because it appears on both the parent’s record and the child’s record. “Jane Patron is the mother” is a clearer note. If you are creating multiple associations at the same time, the same note is added to all the associations.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="7"><a name="kanchor4200"></a><a name="IX_blocking_relationships_1"></a>Select (check) <b>Block me if these patron records are blocked </b>if you want to block this record at checkout or renewal when any of the associated records are blocked. The “me” in “Block me” refers to the record you have open and are adding the associations to.</li>
|
||||
<li value="8"><b>Note:<br /></b>If you want the block to work both ways - that is, Patron A is blocked when Patron B is blocked, and Patron B is blocked when Patron A is blocked - set up the association with Patron B from Patron A’s record and check <b>Block me</b> as described here. Then open Patron B’s record, select Patron A in the Associations list, and click <img alt="AssocEditicon.gif" style="margin-bottom: -8.000pt;width: 27;height: 25;" id="image50" src="AssocEditicon_27x25.gif" /> to edit the association with Patron A, checking <b>Block me</b>.</li>
|
||||
<li value="9">Select (check) <b>Allow me to pick up holds for these patrons</b> if you want the primary patron to be able to pick up and check out items with holds placed by the associated patron.</li>
|
||||
<li value="10">Click <b>OK</b> to save your settings.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Associations view appears with the additional patrons in the Associations list. The association with this record appears in the Associations view of all the patron records you added as associations. When a patron record has associated records, the Associations view icon on the Patron Status workform changes from a gray background to yellow. If the patron has a blocking relationship with any of the associated patron records, this is noted in the <b>Block Me</b> column. If the patron is allowed to pick up held items for the associated patron, a <b>Yes</b> is displayed in the <b>Allow Me</b> column.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="11"><a name="kanchor4201"></a>To edit a patron association, select the associated patron in the list, and click <img alt="pEditAssocIcon.gif" style="width: 28;height: 18;" id="image53" src="pEditAssocIcon_28x18.gif" class="imginline" /> (or press <b>CTRL+E</b>) to display the Edit Association dialog box. You can edit any text in the <b>Note</b> box, and/or change the <b>Block me</b> or <b>Allow me</b> setting. If you edit the note, your changes appears in the Associations view of both the primary and associated patron records.</li>
|
||||
</ol>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="12"><a name="kanchor4202"></a>To check an associated patron’s blocks from the Patron Status workform, select <b>Tools, Check Associated Patron Blocks</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">A dialog box displays a list of blocks on the associated patron records. You can double-click any block to open the appropriate Patron Status workform view for the associated patron record.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="13"><a name="kanchor4203"></a>To delete an association, select the patron association or associations that you want to delete in the Associations list, and click <img alt="pDelAssocIcon.gif" style="margin-bottom: -4.000pt;width: 28;height: 27;" id="image54" src="pDelAssocIcon_28x27.gif" /> (or press <b>CTRL+D</b>). The association no longer appears in the Associations list. When you delete an association, you are deleting the relationship between the two records, not the records themselves. </li>
|
||||
</ol>
|
||||
<p>
|
||||
<p class="NoteShade"><span class="FM_BulletHead">Note:<br /></span>The standard Polaris report Associated Patron Groups lists all patron records that are linked in associations. In the Polaris Reports Manager, select <b>Public Services, Patron Services</b> to access the report. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Polaris_Basics/PIreports/Using_Polaris_Standard_Reports.htm#XREF_32945_Getting_Started">Using Polaris Standard Reports</a>.</MadCap:conditionalText></p>
|
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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
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<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services/PPregstr/Create_or_edit_a_patron_status_note.htm">Open topic with navigation</a>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="XREF_49183_Create_or_edit_a"></a>Create or Edit a Patron Status Note</h1>
|
||||
<p><a name="kanchor4498"></a><a name="IX_blocking_notes_patron"></a><a name="kanchor4499"></a><a name="IX_patron_creating"></a><a name="kanchor4500"></a><a name="IX_creating_2"></a><a name="kanchor4501"></a><a name="IX_creating_1"></a>You can create, edit, and delete notes for a patron’s account through the Patron Status workform - Notes view. You can create non-blocking or blocking notes. Non-blocking notes do not block circulation or hold requests. Blocking notes block a patron at normal check-out or renewal. The text of the note does not appear in the PAC. </p>
|
||||
<p>To create or edit a note on a patron record:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Blocking notes do not affect offline circulation, Polaris ExpressCheck circulation, SIP/NCIP circulation, or renewal from PAC.</p>
|
||||
<ol>
|
||||
<li value="1">Display the patron’s record in the Patron Status workform using one of these methods:</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li>If the Patron Registration workform is open, select <b>Links, Patron Status</b> or press <b>F9</b>.</li>
|
||||
<li>From the Polaris Shortcut Bar, select <b>Circulation, Patron Status</b> to find the record. See <a href="../PPstart/Find_patron_services_and_related_records.htm#XREF_60305_Find_a_record_in">Find patron services and related records</a>.</li>
|
||||
</ul>
|
||||
<ol start="2">
|
||||
<li value="2">Select <b>View, Notes</b> or click <img alt="NotesBtn.gif" style="width: 31;height: 18;" id="image16" src="NotesBtn_31x18.gif" class="imginline" /> to display the Notes view.</li>
|
||||
</ol>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Type and edit text in the <b>Non-blocking</b> or <b>Blocking</b> Notes box. (To start a new line, press <b>Enter</b>.)</li>
|
||||
<li value="4">Select <b>File | Save</b> or click the Save button. The status bar indicates that the note has been saved.</li>
|
||||
</ol>
|
||||
<p class="indent2"><a name="kanchor4502"></a><a name="IX_notes_icon"></a><a name="kanchor4503"></a><a name="IX_viewing_in_Patron_Status"></a>When a patron record has a blocking note, the Patron Status workform - General view lists <b>Patron has notes</b> in the <b>Block Description</b> list, and the Notes view icon is red. (If the patron has only non-blocking notes or messages, the icon is yellow; if there are no notes, it is blue.)</p>
|
||||
<h4>Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><a name="kanchor4504"></a><a name="IX_patron_deleting"></a><a name="kanchor4505"></a><a name="IX_deleting_2"></a><span class="FM_BulletHead">Deleting notes</span> - To delete patron status notes, display the patron’s record in the Patron Status workform - Notes view, select the text and press the <b>DELETE</b> or <b>BACKSPACE</b> key.</li>
|
||||
<li><span class="FM_BulletHead">Posting patron messages</span> - The Patron Status workform - Notes view also provides options for posting messages to the patron account. The patron can read the messages in the PAC patron account. See <a href="Posting_Patron_Messages.htm#XREF_35384_Posting_Patron">Posting Patron Messages</a>.</li>
|
||||
<li><span class="FM_BulletHead">Blocks at circulation</span> - See <a href="../PPblocks/Working_with_Blocks_Stops.htm#XREF_36202_Working_with">Working with Blocks (Stops)</a>.</li>
|
||||
</ul>
|
||||
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|
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<col style="width: 50%;" />
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||||
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||||
<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services/PPregstr/Creating_Patron_Mailing_Labels.htm">Open topic with navigation</a>
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<h1><a name="XREF_76445_Creating_Patron"></a>Creating Patron Mailing Labels</h1>
|
||||
<p><a name="kanchor5417"></a><a name="IX_patron_mailing_labels"></a><a name="kanchor5418"></a><a name="IX_Mailing_Label_Manager"></a><a name="kanchor5419"></a><a name="IX_generating_mailing_labels"></a>With the Polaris Mailing Label Manager you can print patron mailing labels on Avery<span class="FM_SuperScript">®</span> 5161, Avery 5163, or Avery 5262 sheet labels, or export the addresses to another application, such as a word-processing application with mail merge or a shipping label application. The Mailing Label Manager collects the addresses as a set that you can save and export as a .csv file, the comma-delimited format accepted by most mail-merge and label programs.</p>
|
||||
<p>The Mailing Label Manager uses dynamic font sizing to print Avery sheet labels. By default, labels are printed in 14 point Arial. If a label contains a line with more than 28 characters, the font size is automatically changed to 10 points, which allows approximately 40 characters per line.</p>
|
||||
<p>When the 10-point font is used and a line still exceeds about 40 characters, the following rules are applied:</p>
|
||||
<ul>
|
||||
<li>The city/state/Zip code line is never truncated.</li>
|
||||
<li>Avery 5161 (4” x 1”) - Street 1 may use two lines. Other lines may be truncated.</li>
|
||||
<li>Avery 5262 (4” x 1.33”) - Street 1 and Name may use two lines. Other lines may be truncated.</li>
|
||||
<li>Avery 5163 (4” x 2”) - All fields may use 2 lines.</li>
|
||||
</ul>
|
||||
<p><a name="kanchor5420"></a><a name="IX_patron_address"></a><a name="kanchor5421"></a><a name="IX_printing_patron_address"></a><a name="kanchor5422"></a><a name="IX_exporting_patron"></a>To create a set of patron addresses, then print or export the set for mailing labels:</p>
|
||||
<ol>
|
||||
<li value="1">Add patron addresses to the address set using one of these methods:
|
||||
|
||||
<ul><li>On the Patron Registration workform - Addresses View, select the address and click <b>Mailing Label</b>(or right-click the address and select Mailing Label from the context menu).</li><li>On the Patron Status workform, select <b>Tools, Add to Mailing Labels</b>.</li><li>In a Find Tool results list of patron records, right-click the patron line item and select <b>Add to Mailing Labels</b> from the context menu.</li><li>In the Patron Record Set workform, right-click the patron line item and select <b>Add to Mailing Labels</b> from the context menu. To add all the patrons in the record set, select <b>Edit, Select All</b> or press <b>CTRL+A</b>. Then right-click in the list of patron records and select <b>Add to Mailing Labels</b> from the context menu. For more information about record sets, <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">see <a href="../../Polaris_Basics/PIrecsets/Creating_and_Using_Record_Sets.htm#XREF_16915_Creating_Records">Creating and Using Record Sets</a>.</MadCap:conditionalText></li></ul><p class="indent2">If a patron record contains multiple addresses, the Patron Addresses dialog box appears. Select the address in the list and click <b>OK</b>.</p><p class="NoteShade"><b>Note:</b><br /> You can also add addresses to the set from the Mailing Label Manager workform. See step 3.</p><p class="indent2">If the patron and address are already entered in the Mailing Label Manager, a message asks if you would like to produce more than one label for this patron and address. If you click <b>Yes</b>, the Change Mailing Label Count dialog box opens and you can set the number of labels to produce.</p><p class="indent2">The status bar displays the message <b>Patron address added to mailing label manager</b>.</p></li>
|
||||
<li value="2">On the Polaris Shortcut bar, select <b>Utilities, Mailing Label Manager</b>.
|
||||
|
||||
<p class="indent2">The Mailing Label Manager workform opens. Existing entries are sorted by last name. New entries are placed at the bottom of the list, but the list is resorted when you close and re-open the workform.</p><li>To add an address to the address set, follow these steps:
|
||||
<ol style="list-style-type: lower-alpha;"><li value="1">Click <img alt="pMailFind.gif" style="width: 20.255pt;height: 19.531pt;margin-bottom: -4.000pt;" id="image65" src="pMailFind.gif" /> on the toolbar, and use the Find Tool to search for the patron record.</li><li value="2">Right-click the record in the results list, and choose <b>Select</b> from the context menu.</li></ol></li><p class="indent2">If the record contains only one address, the address is added to the set. If the record contains multiple addresses, the Patron Addresses dialog box appears. Select the address in the list and click <b>OK</b>.</p><p class="indent2">If the patron and address are already entered in the Mailing Label Manager, a message asks if you would like to produce more than one label for this patron and address. If you click <b>Yes</b>, the Change Mailing Label Count dialog box opens and you can set the number of labels to produce.</p></li>
|
||||
<li value="3">To remove an address from the address set, select the address in the list and click <img alt="pMailDel.gif" style="width: 26;height: 18;" id="image66" src="pMailDel_26x18.gif" class="imginline" /> on the toolbar.</li>
|
||||
<li value="4">To change the number of labels to produce for a patron and address, follow these steps:
|
||||
|
||||
<ol style="list-style-type: lower-alpha;"><li value="1">Right-click the patron address and select <b>Change number of labels</b>.</li></ol><p class="indent2">The Change Mailing Label Count dialog box opens.</p><ol style="list-style-type: lower-alpha;" data-mc-continue="true"><li value="2">Set the number of labels and click <b>OK</b>. The <b>No. of Labels</b> column is updated, and the indicated number of labels will be produced for this patron and address after you save your changes.</li></ol></li>
|
||||
<li value="5">To print the address set on labels, follow these steps:
|
||||
|
||||
<p class="NoteShade"><b>Important:</b><br /> If you updated the number of labels to produce for a patron, you must click the Save icon <img alt="SaveBtn00020.gif" style="margin-bottom: -6.000pt;width: 28;height: 28;" id="image70" src="SaveBtn00020_28x28.gif" /> before printing the labels.</p><ol style="list-style-type: lower-alpha;"><li value="1">Load the appropriate label stock in your default workstation printer.</li><li value="2">Select <b>File > Print</b> from the Mailing Label Manager menu bar, or click the print icon <img alt="PrintButn.gif" style="margin-bottom: -6.000pt;width: 27;height: 25;" id="image71" src="PrintButn_27x25.gif" /> on the toolbar. The Print Mailing Labels dialog box opens.</li><li value="3">Select the label type in the Mailing Label Template box:
|
||||
|
||||
|
||||
<ul><li>Avery 5161 labels are 4 inches x 1 inch.</li><li>Avery 5262 labels are 4 inches x 1.33 inches.</li><li>Avery 5163 labels are 4 inches x 2 inches.</li></ul></li><li value="4">If necessary, type or select the number of labels to skip. (Use this option to print on a partially used sheet of labels.)</li><li value="5">Click <b>OK</b>. The labels are displayed as an Adobe .pdf file.</li><li value="6">Click the Adobe print icon. The Print dialog box opens.</li><li value="7">Set <b>Page Scaling</b> to <b>None</b> and select (check) <b>Auto-Rotate and Center</b>.</li><li value="8">Click <b>OK</b>. The labels are printed.</li></ol></li>
|
||||
<li value="6">To export the address set for use by another application, follow these steps:
|
||||
|
||||
<ol style="list-style-type: lower-alpha;"><li value="1">Click <img alt="pMailExport.gif" style="margin-bottom: -4.000pt;width: 27;height: 26;" id="image73" src="pMailExport_27x26.gif" /> on the toolbar. The Export Mailing Labels dialog box appears.
|
||||
</li><li value="2">Browse to the location where you want to save the exported file. Choose a location that is available to your mailing label program.</li><li value="3">Type a filename for the file, leaving the <b>Save as type</b> box set to <b>CSV files</b>.
|
||||
</li><li value="4">Click <b>Save</b>. The file is saved, and the Export Mailing Labels dialog box closes.</li></ol></li>
|
||||
<li value="7">If you want to save the set in the Mailing Label Manager so that it is displayed the next time you open the workform, click the Save icon on the toolbar.</li>
|
||||
</ol>
|
||||
</div>
|
||||
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|
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<tbody>
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||||
<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services/PPregstr/Creating_and_Editing_Patron_Records.htm">Open topic with navigation</a>
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<h1><a name="XREF_52556_Creating_Patron"></a>Creating and Editing Patron Records</h1>
|
||||
<p><a name="kanchor4477"></a><a name="IX_required_data"></a>At a minimum, you must fill in the following Patron Record workform fields to create and save a patron record:</p>
|
||||
<ul type="disc">
|
||||
<li>Barcode</li>
|
||||
<li>Last name</li>
|
||||
<li>First name</li>
|
||||
</ul>
|
||||
<p>Additionally, the following fields will be filled in automatically if the appropriate defaults are determined within the System Administration settings:</p>
|
||||
<ul type="disc">
|
||||
<li>Registered at</li>
|
||||
<li>Patron code</li>
|
||||
<li>Expiration term/date</li>
|
||||
<li>Address check term/date</li>
|
||||
</ul>
|
||||
<p>Your library may require additional fields, and may set certain default values that allow you to create patron records more quickly<MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden"> (see <a href="../../Patron_Services_Admin/PDPpatacct/Setting_Patron_Registration_Required_Fields_and_Defaults.htm#XREF_45405_Setting_Patron">Setting Patron Registration Required Fields and Defaults</a>)</MadCap:conditionalText>. Required fields are displayed in bold type on the Patron Record workform. </p>
|
||||
<p>In addition, before you begin registering patrons, it is useful to decide upon some conventions. Do you use initial capitals, or all capitals? Do you abbreviate words, such as road and street, or spell them out? Do you enter phone numbers by separating the area code with parentheses or with a hyphen? While your conventions do not affect the way Polaris processes patron information, they do affect the appearance of your indexes and reports.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="#TOC_Patron_Codes" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Patron Codes</span></a>
|
||||
</li>
|
||||
<li><a href="#TOC_Registration_Fees" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Registration Fees</span></a>
|
||||
</li>
|
||||
<li><a href="#TOC_Patron_Passwords_and" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Patron Passwords and User Names</span></a>
|
||||
</li>
|
||||
<li><a href="#TOC_User_Defined_Fields_in" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">User-Defined Fields in Patron Records</span></a>
|
||||
</li>
|
||||
<li><a href="#TOC_Patron_Custom_Data" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Patron Custom Data Fields in Patron Records</span></a>
|
||||
</li>
|
||||
<li><a href="#TOC_Duplicate_Detection" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Duplicate Detection</span></a>
|
||||
</li>
|
||||
<li><a href="#TOC_Patron_Registration_from" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Patron Registration from the PAC</span></a>
|
||||
</li>
|
||||
<li><a href="Create_a_patron_record.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Create a Patron Record</span></a>
|
||||
</li>
|
||||
<li><a href="Add_an_address_to_a_patron_record.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Add an Address to a Patron Record</span></a>
|
||||
</li>
|
||||
<li><a href="Set_the_address_update_term.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set the Address Update Term</span></a>
|
||||
</li>
|
||||
<li><a href="Updating_Address_and_Expiration_Term.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Updating Patron Registration Check Dates</span></a>
|
||||
</li>
|
||||
<li><a href="Add_notification_data_to_a_patron_record.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Add Notification and Receipt Preferences to a Patron Record</span></a>
|
||||
</li>
|
||||
<li><a href="Add_general_data_to_a_patron_record.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Add General Data to a Patron Record</span></a>
|
||||
</li>
|
||||
<li><a href="Create_or_edit_a_patron_status_note.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Create or Edit a Patron Status Note</span></a>
|
||||
</li>
|
||||
<li><a href="Scan_drivers_license_enter_patron_info.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Scan Driver’s License to Enter Patron Information</span></a>
|
||||
</li>
|
||||
<li><a href="Use_PCDFs_in_the_Patron_Registration_workform.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Use PCDFs in the Patron Registration Workform</span></a>
|
||||
</li>
|
||||
<li><a href="Search_for_patron_records_by_PCDF.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Search for Patron Records by PCDF</span></a>
|
||||
</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Patron_Codes"></a>Patron Codes</h2>
|
||||
<p><a name="kanchor4478"></a><a name="IX_overview_9"></a>Patron codes help to define patron privileges and policies. One list of patron codes is used throughout the entire system. The Polaris administrator generates the list and sets the codes that are appropriate for your site. For more information on setting up codes, <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">see <a href="../../Patron_Services_Admin/PDPpatacct/Defining_Patron_Codes.htm#XREF_90466_Defining_Patron">Defining Patron Codes</a>.</MadCap:conditionalText></p>
|
||||
<h2><a name="TOC_Registration_Fees"></a><a name="XREF_83768_Registration_Fees"></a>Registration Fees</h2>
|
||||
<p><a name="IX_fee"></a>Your library may charge a registration fee for specific patron codes. The fee is applied automatically at the time of registration or renewal, and the patron account is blocked until the charge is paid. If a fee has been defined for the patron code, the program displays a Registration Fee dialog box when the you select <b>Save</b> in a new patron record. The dialog box displays the amount of the fee and options to pay, waive, or charge the fee, as well as the option to print a receipt. For information about setting up registration fees, <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">see <a href="../../Patron_Services_Admin/PDPpatacct/Charging_for_Patron_Registration.htm#XREF_65515_Charging_for">Charging for Patron Registration</a>.</MadCap:conditionalText></p>
|
||||
<h2><a name="TOC_Patron_Passwords_and"></a><a name="XREF_45906_Patron_Passwords"></a>Patron Passwords and User Names</h2>
|
||||
<p><a name="kanchor4479"></a><a name="IX_setting_in_patron_records"></a><a name="kanchor4480"></a><a name="IX_passwords"></a>To allow account access and requests through the PAC, a password must be specified on the Patron Registration workform. If a patron forgets the password, you replace the old password with a new one. (Keep in mind that passwords are case-sensitive.) You cannot see the password; only a series of asterisks appears in the <b>Password</b> box. For more information about setting a patron password and password format, see <a href="Add_general_data_to_a_patron_record.htm#XREF_61641_Add_general_data">Add general data to a patron record</a>.</p>
|
||||
<p>The library may allow patrons to change their passwords online through the PAC or receive an e-mail message for forgotten passwords. To enable these features, see <a href="../../Public_Access_Admin/PDOPatAcc/Set_patron_password_and_user_name_options.htm#XREF_49970_Control_patron" data-mc-conditions="Primary.Online,Primary.Hidden">Set patron password and user name options</a>. Using the same Administration control, the library can also specify an override password that staff members can use when patrons forget their account passwords.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>A step in the nightly Patron Processing SQL job can assign the last four digits of the patron’s primary telephone number (<b>Phone 1</b>) to the password field of the patron record if a password does not exist. This default password step is disabled at installation; if your library is interested in activating this feature, contact your Polaris Site Manager.</p>
|
||||
<p>Your library may also allow patrons to enter user names instead of a barcode when logging in to use PAC functions such as viewing the patron account or placing a hold request (see <a href="../../Public_Access_Admin/PDOPatAcc/Setting_Patron_Account_Options.htm#XREF_68457_Setting_Patron" data-mc-conditions="Primary.Online,Primary.Hidden">Setting Patron Account Options</a>). However, patron user names are not available to staff. Staff cannot assign them during patron registration, they are not searchable or available for reports, and they are not displayed in the patron record. Only patrons can create or change user names.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Your library may allow users to log on to PAC using network credentials instead of the Polaris patron barcode or user name and password. For details, see <a href="../../Public_Access_Admin/PDOPatAcc/Set_Up_PAC_Active_Directory_Log_On.htm#XREF_32717_Active_Directory" data-mc-conditions="Primary.Online,Primary.Hidden">Active Directory Log On in PAC</a>.</p>
|
||||
<h2><a name="TOC_User_Defined_Fields_in"></a>User-Defined Fields in Patron Records</h2>
|
||||
<p><a name="kanchor4481"></a><a name="IX_setting_in_patron_records_1"></a><a name="kanchor4482"></a><a name="IX_user_defined_fields"></a>The patron record includes user-defined fields that are determined when Polaris is installed for your library system. (<MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Patron_Services_Admin/PDPpatacct/Setting_Up_User-Defined_Fields.htm#XREF_64065_User_Defined">Setting Up User-Defined Fields</a>.</MadCap:conditionalText>) These fields can contain whatever additional data the library needs, such as the driver’s license number or parent/guardian name. Some or all may be required. All user-defined fields can be searched from the Polaris Find Tool. See <a href="Add_general_data_to_a_patron_record.htm#XREF_61641_Add_general_data">Add general data to a patron record</a>.</p>
|
||||
<h2><a name="TOC_Patron_Custom_Data"></a>Patron Custom Data Fields in Patron Records</h2>
|
||||
<p>The patron record can include patron custom data fields (PCDFs) that are defined for your library system and then filtered at the library or branch level. Patron custom fields can be set up with default values or as required fields. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Patron_Services_Admin/PDPpatacct/Setting_Up_Patron_Custom_Data_Fields.htm#XREF_37348_Setting_UP_Patron">Setting Up Patron Custom Data Fields</a>.</MadCap:conditionalText></p>
|
||||
<h2><a name="TOC_Duplicate_Detection"></a>Duplicate Detection</h2>
|
||||
<p><a name="kanchor4483"></a><a name="IX_See_duplicate_detection"></a><a name="kanchor4484"></a><a name="IX_duplicate_detection"></a><a name="kanchor4485"></a><a name="IX_patron_records"></a>Duplicate detection ensures that patron barcode numbers are unique and that each patron is registered only once. When you attempt to save the patron record, it is automatically checked for duplicate barcodes. If the barcode is a duplicate, you have the option of either entering a new barcode or cancelling the registration.</p>
|
||||
<p>After checking the barcode, the patron’s full name (first, middle, and last) and birth date (if present) are checked for duplicates. Your library may specify additional fields for patron duplicate detection. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Patron_Services_Admin/PDPpatacct/Setting_Patron_Duplicate_Detection.htm#XREF_25482_Setting_Patron">Setting Patron Duplicate Detection</a>. </MadCap:conditionalText>If any possible duplicate records exist, they are displayed in the Duplicate Patrons dialog box. To view more information about a record, right-click it and select <b>Open</b> from the context menu. The patron’s record appears in the Patron Registration workform. You can continue with the registration or cancel it.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>To conserve system resources, the Duplicate Patrons list is limited to 500 entries per duplicate detection criterion. For example, if 1,000 patrons have the same e-mail address and 30 have the same phone number, 530 possible duplicate records are listed.</p>
|
||||
<h2><a name="TOC_Patron_Registration_from"></a>Patron Registration from the PAC</h2>
|
||||
<p><a name="kanchor4486"></a><a name="IX_overview_10"></a><a name="kanchor4487"></a><a name="IX_self_registration"></a><a name="kanchor4488"></a><a name="IX_updates_from_PAC"></a>Your library may allow patrons to self-register or update their account information through the PAC. For a new account, the patron provides basic information online, and receives a temporary barcode to use for placing requests. A new patron record is created with a Verify Patron block, and designated library staff members receive an e-mail message that the patron has self-registered. The same process applies to account updates from the PAC.</p>
|
||||
<p>As part of the PAC registration process, the patron selects a home branch. The system uses the default settings for that branch to create the new patron registration. If the default patron code set for PAC registration is a chargeable code, the program displays a message to the patron. The default message is <b>Your library account will be charged a [$] registration fee. Do you want to continue?</b> If the patron chooses to continue, the fee is charged to the patron account and the Patron Registration Fee block is placed on the record. See <a href="#XREF_83768_Registration_Fees">Registration Fees</a>.</p>
|
||||
<ul type="disc">
|
||||
<li>For information about reviewing the record and resolving Verify Patron blocks, see <a href="../PPblocks/Resolve_a_Verify_Patron_block.htm#XREF_55711_Verify_patron_self">Resolve a Verify Patron block</a>.</li>
|
||||
<li>For information about permitting patron self-registration and updates, see <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden"> <a href="../../Public_Access_Admin/PDOPatAcc/Setting_Up_Patron_Account_Access.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Setting Up Patron Account Access and Options</span></a>. </MadCap:conditionalText></li>
|
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</ul>
|
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|
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<h1><a name="XREF_34212_Delete_a_patron"></a>Delete a Patron Record Manually</h1>
|
||||
<p><a name="kanchor920"></a><a name="IX_deleting_4"></a>To remove a patron record from the Polaris database permanently:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You need appropriate permissions for the patron’s registered branch to delete a patron record, because patron records are owned by the registered branch. For the list of permissions needed, <![CDATA[ ]]><MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden"><a href="../../Patron_Services_Admin/PDPpatacct/Setting_Options_for_Deleting_Patron_Records.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Setting Options for Deleting Patron Records</span></a>.</MadCap:conditionalText></p>
|
||||
<ol>
|
||||
<li value="1">Display the patron’s record in the Patron Registration workform or Patron Status workform. See <a href="../PPstart/Find_patron_services_and_related_records.htm#XREF_60305_Find_a_record_in">Find patron services and related records</a>.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br /> You can delete a patron record from the Find Tool results list. Right-click the record, and select <b>Delete</b> from the context menu. You can also delete a patron record from the Record Set workform. Select the record, then select <b>Tools, Delete</b>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Select <b>File, Delete</b>. A message asks if you are sure you want to permanently delete the patron record.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Important:</b>
|
||||
<br /> Doing the next step erases the barcode, password, name, address, e-mail address, and user-defined fields from the patron record, and the record does not appear in Find Tool search results; then it is permanently deleted during nightly processing. The record cannot be recovered.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Click <b>Yes</b> to confirm that you want to delete the record. The workform closes.</li>
|
||||
</ol>
|
||||
<h4><a name="XREF_66515_Related_Topics"></a>Related Information</h4>
|
||||
<ul>
|
||||
<li><a name="kanchor921"></a><a name="IX_deleting_multiple"></a>Deleting multiple patron records - If you have selected multiple patron records for deletion (for example, from a Find Tool results list), the confirmation message includes options for suppressing multiple warning messages regarding breakable and unbreakable links and other stopping conditions. <br />If you have the permission <b>Suppress warnings for breakable links when deleting multiple patron records</b>, you can clear the <b>Warn me about breakable links</b> checkbox. <br />If you have the permission <b>Suppress warnings for unbreakable links, and other stopping conditions</b>, when deleting multiple patron records, you can clear the <b>Warn me about unbreakable links and other stopping conditions</b> checkbox. If you select this option, all the records with unbreakable links are skipped and are not deleted, but you do not receive a warning.</li>
|
||||
</ul>
|
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<p class="indent4">
|
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<img alt="MultiObjectDelete.gif" style="margin-bottom: 0.000pt;width: 207;height: 94;" id="image55" src="MultiObjectDelete_207x94.gif" />
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|
||||
<li>Links - The Patron Record Links dialog box may appear during the deletion process if you are deleting a single record or if you do not suppress warning messages for multiple records. Click <b>Continue Deleting</b> to continue deleting the patron record, despite the links. Click <b>Cancel Deletion</b> to stop deleting the patron record. If the dialog box lists certain links as “unbreakable,” you cannot override them, and you must cancel the deletion. See <a href="Deleting_Patron_Records.htm#XREF_47770_Blocks_to_Deleting">Blocks to Deleting Records</a>.</li>
|
||||
<li>Polaris Fusion - Some information related to patron purchases of digital material is retained if your library has Polaris Fusion and you accept credit card payments through PayPal Payflow Pro. If the patron record is deleted for a patron who has been granted access and has a Fusion shopping cart, the information related to Polaris Fusion is still available for reporting purposes. </li>
|
||||
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|
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<h1><a name="XREF_81174_Deleting_Patron"></a>Deleting Patron Records</h1>
|
||||
<p><a name="kanchor430"></a><a name="IX_overview_15"></a>When you delete a patron record, you permanently remove the record from the Polaris database. (A deleted record <span class="FM_Emphasis">cannot</span> be recovered.) Patron records can be deleted manually or automatically, as well as individually or as a group. Automatic deletion occurs overnight, when the system finds and deletes patron records that have been inactive for a period of time as specified by your library in Polaris Administration. See <a href="../../Patron_Services_Admin/PDPpatacct/Setting_Options_for_Deleting_Patron_Records.htm#XREF_24056_Setting_Patron" data-mc-conditions="Primary.Hidden,Primary.Online">Setting Options for Deleting Patron Records.</a> Manual deletions require the appropriate permissions for the patron’s registered branch. See <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online"><a href="../../EContent Integration/EContentPAC/Managing_EContent_in_the_PAC.htm">Circulation and Patron Services Workflow Permissions.</a></MadCap:conditionalText></p>
|
||||
<p class="NoteShade"><b>Important:</b>
|
||||
<br />If you do not want a patron record to be deleted under any circumstances, select the <b>Do not delete patron record</b> check box on the Patron Registration workform - General view.</p>
|
||||
<h2><a name="TOC_Blocks_to_Deleting"></a><a name="XREF_47770_Blocks_to_Deleting"></a>Blocks to Deleting Records</h2>
|
||||
<p>A patron record may be blocked from deletion under certain conditions. Some blocks occur because a condition defined in Polaris Administration is met. <a href="../../Patron_Services_Admin/PDPpatacct/Set_blocks_for_patron_record_deletion.htm#XREF_75702_Set_blocks_for" data-mc-conditions="Primary.Hidden,Primary.Online">Set blocks for patron record deletion</a>. Other blocks are due to circulation processes, linked records, and system-assigned blocks. When you attempt to delete a patron record, detailed messages inform you if there are blocks to deletion.</p>
|
||||
<p>You can override these types of blocks if you have the permission <b>Patron registration: Override blocks to delete</b> for the patron’s registered branch:</p>
|
||||
<ul>
|
||||
<li><span class="FM_BulletHead">Patron record</span> - Library assigned block, free text block, patron note, associated patron records, link to a routing list, verify patron data block</li>
|
||||
<li><span class="FM_BulletHead">Patron account</span> - Recent charge, amount due, credit, deposit</li>
|
||||
</ul>
|
||||
<p>Some types of blocks prevent record deletion until the blocking condition is corrected. For example, if you attempt to delete a patron record that is associated with another patron record, a message is displayed, but you can continue to delete the record. However, if you attempt to delete a patron record that is linked to a hold request with a Held or Shipped status or an interlibrary loan request with a Received status, you must cancel the record deletion.</p>
|
||||
<p>See also: <a href="Delete_a_patron_record_manually.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Delete a Patron Record Manually</span></a>.</p>
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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
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<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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<h1>Merge Patron Records</h1>
|
||||
<p><a name="kanchor3533"></a><a name="IX_procedure_4"></a><a name="kanchor3534"></a><a name="IX_merging_procedure"></a>To merge two patron records:</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />You need the system-level Circulation permission <b>Merge patrons: Allow</b> to do this procedure, as well as permission to modify patron records for the patron’s registered branch in the primary record.</p>
|
||||
<ol>
|
||||
<li value="1">Display the primary patron record (the record you want to keep) in the Patron Registration workform. See <a href="../PPstart/Find_patron_services_and_related_records.htm#XREF_60305_Find_a_record_in">Find patron services and related records</a>.</li>
|
||||
<li value="2">On the Patron Registration workform, select <b>Tools, Merge with Patron</b>. The Patron Merge dialog box opens.</li>
|
||||
<li value="3">Click <b>Select patron to delete</b>. The Polaris Find Tool opens.</li>
|
||||
<li value="4">Search for the secondary patron record. This is the record that contains the information you want to transfer to the primary record. When the merge is complete, the secondary record will be deleted.</li>
|
||||
<li value="5">In the Find Tool results list, right-click the secondary patron record and choose <b>Select</b> from the context menu.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />If the selected record cannot be merged, a message appears. See <a href="Merging_Patron_Records.htm#XREF_16370_Blocks_to_Merging">Blocks to Merging Records</a> for details.</p>
|
||||
<p class="NoteShade"><b>Tip:</b>
|
||||
<br /> When the secondary record information is displayed in the Patron Merge dialog box, you can click <b>Open</b> to view the record.</p>
|
||||
<p class="indent2">If there are no blocks to merging the records, the Find Tool closes. Information from the record you selected is listed in the secondary patron record section of the Patron Merge dialog box.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">Click <b>Merge</b> to merge the records. The secondary patron record is deleted, and information is transferred to the primary record. See <a href="Merging_Patron_Records.htm#XREF_86547_Effects_on_Patron">Effects on Patron Record Information</a> for details.</li>
|
||||
<li value="7">Select <b>File | Save</b> or click the Save button to save the primary record.</li>
|
||||
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|
||||
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|
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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services/PPregstr/Merging_Patron_Records.htm">Open topic with navigation</a>
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<h1><a name="XREF_58144_Merging_Patron"></a>Merging Patron Records</h1>
|
||||
<p><a name="kanchor5634"></a><a name="IX_overview_16"></a><a name="kanchor5635"></a><a name="IX_merging_overview"></a>Two records may exist for the same patron. For example, a patron may have a record under a new name but still have a record under a former name. You can merge the patron records to resolve the issue.</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br /> You need the system-level Circulation permission <b>Merge patrons: Allow</b> to merge patron records, a job typically handled by a supervisor, as well as permission to modify patron records for the patron’s registered branch in the primary record.</p>
|
||||
<p>To merge the records, you find and open the primary record (the record that will retain the data) and the secondary record to be merged with the primary record. For instructions, see <a href="Merge_patron_records.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Merge Patron Records</span></a>. </p>
|
||||
<p>The records can belong to different registration branches. The program combines information from both records. Patron registration information (patron code, registered branch, address, notification options, stat class, UDF values, and so forth) from the primary record is retained. Patron transaction summary information (such as items out, fines, holds, associations) is copied from the secondary record to the primary record. For details, see <a href="#XREF_86547_Effects_on_Patron">Effects on Patron Record Information</a>. When the records are merged, the secondary record is deleted. The date of the merge and the barcode from the deleted record appear on the <b>About</b> tabbed page of the primary record’s property sheet.</p>
|
||||
<h2><a name="TOC_Blocks_to_Merging_Records"></a><a name="XREF_16370_Blocks_to_Merging"></a>Blocks to Merging Records</h2>
|
||||
<p><a name="kanchor5636"></a><a name="IX_blocks"></a>Certain conditions block the merge:</p>
|
||||
<ul type="disc">
|
||||
<li>The<b> Do not delete</b> option is checked in the secondary record.</li>
|
||||
<li>The primary or secondary record has a collection agency block.</li>
|
||||
<li>The secondary record has Held or Shipped hold requests. The message indicates that the holds must be cleared before merging.</li>
|
||||
<li>The secondary record has ILL requests of any status. The message indicates that the requests must be cleared before merging.</li>
|
||||
<li>The secondary record is linked to a course reserve record. The message indicates that the patron record must be removed from all linked courses.</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Effects_on_Patron_Record"></a><a name="XREF_86547_Effects_on_Patron"></a>Effects on Patron Record Information</h2>
|
||||
<p><a name="kanchor5637"></a><a name="IX_information_transfer"></a>When the merge is successful, the records are affected as follows:</p>
|
||||
<ul type="disc">
|
||||
<li><a name="kanchor5638"></a><a name="IX_registration_data"></a><span class="FM_BulletHead">Registration Data</span> - The primary record’s registration data (address, photo, and UDF values) remain. The secondary record’s exemptions, preferences, photo, and UDF values are <span class="FM_Emphasis">not</span> copied to the merged record.</li>
|
||||
<li><a name="kanchor5639"></a><a name="IX_barcodes"></a><span class="FM_BulletHead">Barcode</span> - The patron barcode in the primary record does not change. The secondary record barcode appears in the <b>Former barcode</b> field of the primary record.</li>
|
||||
<li><span class="FM_BulletHead">Patron Code</span> - The patron code in the primary record does not change.</li>
|
||||
<li><a name="kanchor5640"></a><a name="IX_Last_Activity_Date"></a><span class="FM_BulletHead">Last Activity Date</span> - The most recent Last Activity Date, regardless of record, is used in the merged record. The Last Activity Date is updated by the following activities:<ul><li><span class="FM_BulletHead">Payments made within the staff client</span> - All methods of payment (cash, check, or credit card) update the last activity date.</li><li><span class="FM_BulletHead">Credit card payments made via third party software</span> - When a payment is taken, including payments made via CIP, the last activity date is updated on the patron record. If the payment process fails or the payment is not accepted, the date will not be updated.</li><li><span class="FM_BulletHead">Waives</span> - If a charge was waived on the patron account, the date will be updated.</li></ul></li>
|
||||
<li><span class="FM_BulletHead">Payments made from ExpressCheck, PAC, and Mobile PAC </span>- When the patron logs in to ExpressCheck, PAC, or Mobile PAC and makes a payment, the last activity date is updated. </li>
|
||||
<li><a name="kanchor5641"></a><a name="IX_Date_of_Original"></a><span class="FM_BulletHead">Date of Original Registration</span> - The earliest Date of Original Registration, regardless of record, is used in the merged record.</li>
|
||||
<li><a name="kanchor5642"></a><a name="IX_use_counts"></a><span class="FM_BulletHead">YTD and Lifetime Use</span> - The YTD use and lifetime use counts of the secondary record are added to the counts for the primary record.</li>
|
||||
<li><a name="kanchor5643"></a><a name="IX_blocks_1"></a><b>Blocks</b>-<ul><li>If the secondary record has a Verify Patron Data block, it is ignored. If the primary record has a Verify Patron Data block, the block is retained. The block displays when the merged record is saved.</li><li>Free text blocks - All free text blocks are copied from the secondary record to the primary record.</li><li>Library-assigned blocks are copied from the secondary record to the primary record. If there are duplicates, the blocks in the primary record are retained.</li></ul></li>
|
||||
<li>
|
||||
<p class="FM_Task"><a name="kanchor5644"></a><a name="IX_items_out"></a><span class="FM_BulletHead">Items Out </span>- Copied to the primary record.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />In the linked item records, the <b>Current borrower</b> field is updated to the primary record, and the <b>Last borrower</b> field is updated to the secondary record. All other item data remains unchanged.</p>
|
||||
<ul>
|
||||
<li><a name="kanchor5645"></a><a name="IX_notice_history"></a><span class="FM_BulletHead">Notice history</span> - The secondary notice history is added to the primary record.</li>
|
||||
<li><a name="kanchor5646"></a><a name="IX_claims"></a><span class="FM_BulletHead">Claimed items</span> - The secondary claimed item information is added to the primary record, and the current claim and/or lifetime claim count is updated in the primary record.</li>
|
||||
<li><a name="kanchor5647"></a><a name="IX_lost_items"></a><span class="FM_BulletHead">Lost items</span> - The secondary lost item information is added to the primary record, and the current lost item count is updated.</li>
|
||||
<li><a name="kanchor5648"></a><a name="IX_accounting"></a><span class="FM_BulletHead">Patron account </span>- The secondary record’s current charges, payments, and credit transactions are copied to the primary record, and the total charge, payment, and credit amounts are updated. All account summary transactions are also copied.</li>
|
||||
<li><a name="kanchor5649"></a><a name="IX_hold_requests"></a><span class="FM_BulletHead">Hold requests</span> - If the secondary record has any attached hold requests with a status of Active, Inactive, Pending, Cancelled, or Not-supplied, the hold request is updated with the primary patron information, and the requests are added to the Holds view of the primary patron record. The requests maintain their queue positions, but the patron record is linked to the request changes to the primary record.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br /> If there are <span class="FM_Emphasis">duplicate</span> Inactive, Active, or Pending hold requests, the older one is retained and the other is cancelled. A note is added to the cancelled request.</p>
|
||||
<ul>
|
||||
<li><a name="kanchor5650"></a><a name="IX_associations"></a><span class="FM_BulletHead">Associations</span> - The primary record retains any associations it already has, but is not affected by any associations in the secondary record.</li>
|
||||
<li><a name="kanchor5651"></a><a name="IX_merging_patron_records"></a><a name="kanchor5652"></a><a name="IX_associations_1"></a><span class="FM_BulletHead">Patron messages</span> - Messages attached to the secondary record are not copied to the primary record.</li>
|
||||
<li><a name="kanchor5653"></a><a name="IX_reading_history_1"></a><span class="FM_BulletHead">Reading history</span> - The secondary reading history and any ratings (from Outreach Services patrons) are copied to the primary record, and the items are sorted by check-out date. Duplicate titles are not deleted.</li>
|
||||
<li><a name="kanchor5654"></a><a name="IX_outreach_services"></a><span class="FM_BulletHead">Outreach services (ORS)</span> - ORS information from the secondary record (profile, delivery options, saved selection or pick lists, notes) is not copied to the primary record. If the Outreach Services option is checked in the secondary record, a message advises that the ORS profile of the secondary record will be lost. You can continue or cancel the merge.</li>
|
||||
<li><a name="kanchor5655"></a><a name="IX_notes"></a><span class="FM_BulletHead">Notes</span> - Secondary blocking and non-blocking notes are copied to the primary record. A blank line separates the copied notes and any existing notes in the primary record. The system adds the following note to the top of the primary record’s <b>Non-blocking note</b> field: <b>Patron record was merged with [barcode], on [date]. The secondary record has been deleted.</b></li>
|
||||
<li><a name="kanchor5656"></a><a name="IX_notices"></a><span class="FM_BulletHead">Notices</span> - Overdue notices initiated for the secondary record will be sent to the primary record in sequence. For example, if the secondary record received a first overdue notice before the merge, the primary record will receive the second overdue notice after the merge. If the secondary record exceeded the fine notice or collection agency threshold before the merge, the primary record will receive the notice after the merge.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br /> If a hold request was associated with the secondary record and <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">trapped<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>An item is said to be trapped for a hold when an item that fills a request is scanned at circulation and the system links the item to a specific request, either automatically or by displaying a message that prompts you for a decision.</span></a> for the secondary record, the notice will go to the secondary record because the records cannot be merged in this case. See <a href="#XREF_16370_Blocks_to_Merging">Blocks to Merging Records</a>.</p>
|
||||
<ul>
|
||||
<li><a name="kanchor5657"></a><a name="IX_mailing_labels"></a><span class="FM_BulletHead">Mailing labels</span> - If the secondary name and address are stored in the Mailing Label Manager, they are removed after the merge.</li>
|
||||
<li><a name="kanchor5658"></a><a name="IX_record_sets"></a><span class="FM_BulletHead">Record sets</span> - If the secondary record is a member of a record set, the record is removed from the record set after the merge. The primary record does not become a member of the record set.</li>
|
||||
<li><a name="kanchor5659"></a><a name="IX_route_lists"></a><span class="FM_BulletHead">Route lists</span> - Secondary membership is copied to the primary record.</li>
|
||||
<li><a name="kanchor5660"></a><a name="IX_Polaris_Fusion"></a><span class="FM_BulletHead">Polaris Fusion</span><span class="FM_BulletHead">access and shopping carts</span> - If your library offers Polaris Fusion e-commerce (the ability to purchase digital materials from the PAC with a credit card) and the secondary patron record has been granted access and has a shopping cart, the access permission and shopping cart are copied to the primary patron record.</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Effects_on_the"></a>Effects on the Transactions Database</h2>
|
||||
<p><a name="kanchor5661"></a><a name="IX_transactions"></a>When records are merged, a Modify Patron record transaction is created for the primary record. Older transactions involving the secondary record are not modified, so they are still available for reporting.</p>
|
||||
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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
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<h1><a name="XREF_55300_Patron_Associations"></a>Patron Associations</h1>
|
||||
<p><a name="kanchor4890"></a><a name="IX_See_patron_associations"></a><a name="kanchor4891"></a><a name="IX_overview_14"></a><a name="kanchor4892"></a><a name="IX_patron_associations"></a>You can create associations between two or more patron <a name="kanchor4893"></a>records so that when one record is open, all records associated with it are conveniently accessible. For example, you might associate all members of a family, so when checking out items to parents, you can quickly renew items or pay fines for their children.</p>
|
||||
<p>If record A is associated with records B and C, then records B and C are automatically associated with record A, but records B and C are <span class="FM_Emphasis">not</span> automatically associated with each other. However, you can manually associate records B and C. Associated patron records remain individual records. If a notice is generated for a single patron record, notices are <span class="FM_Emphasis">not</span> generated for associated records. For hold requests, items trap for the patron who made the request. You can block a patron from checkout or renewal if an associated patron record is blocked. You can also allow patrons to pick up items held for their associated patrons. Defaults for these settings are defined in Polaris Administration. <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden"><a href="../../Patron_Services_Admin/PDPpatacct/Specify Options for Associated Patrons.htm">Setting Options for Associated Patrons</a>.</MadCap:conditionalText></p>
|
||||
<p><a name="kanchor4894"></a><a name="IX_accessing_associated"></a>From a patron record, you can access associated records in the following ways:</p>
|
||||
<ul type="disc">
|
||||
<li class="FM_Task"><span class="FM_BulletHead">Patron Registration workform</span> - Select <b>Links, Associations</b>. If there is one associated record, the record opens. If there are more than one, a list opens. You can work with the associated records directly from the list.</li>
|
||||
<li class="FM_Task"><span class="FM_BulletHead">Patron Status workform</span> - <span class="FM_BulletHead">Associations view</span> - Right-click an associated patron record. From the context menu, you can open the record or do circulation functions and other activities for the associated patron.</li>
|
||||
<li><span class="FM_BulletHead"><span class="FM_BulletHead">Find Tool results list</span> </span>- Right-click a patron in the results list and select <span class="FM_BulletHead"><b>Links, Associations</b> </span>from the context menu. If there is one associated record, the record opens. If there are more than one, a list opens. You can work with the associated records directly from the list.</li>
|
||||
</ul>
|
||||
<h2>Associated Patron Groups Report</h2>
|
||||
<p>The toolbar report Associated Patron Groups lists all patron records that are linked in associations (whether or not these are blocking relationships). In the Polaris Reports Manager, select <b>Public Services, Patron Services</b> to access the report. For details, <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">see <a href="../../Polaris_Basics/PIreports/Using_Polaris_Standard_Reports.htm#XREF_32945_Getting_Started">Using Polaris Standard Reports</a>.</MadCap:conditionalText></p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="Create_and_edit_patron_associations.htm">Create, edit and delete patron associations</a>
|
||||
</li>
|
||||
<li><![CDATA[
|
||||
]]><a href="../../Patron_Services_Admin/PDPpatacct/Block_and_Allow_Settings.htm" class="MCXref xref" data-mc-conditions="Primary.Online,Primary.Hidden"><span style="color: Blue;" class="mcFormatColor">Block and Allow Settings for Associated Patrons </span></a></li>
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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
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<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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<h1><a name="XREF_83470_Registering_Patrons"></a>Patron Registration</h1>
|
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<p><a name="kanchor3664"></a><a name="IX_overview_8"></a>You can register patrons at any library location that has access to Polaris Patron Services. You can also register patrons offline, save the records, and upload the records to the online system or a system file. When you register a patron, you create a patron record that you can edit to reflect any changes to the account.</p>
|
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<p class="NoteShade"><b>Note:<br /></b>To register a patron quickly at check-out, you can do an <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">express registration<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>Entering patron information during the check-out process as a service to new, unregistered patrons.</span></a>. See <a href="../PPckout/Express-register_a_new_patron_at_check-out.htm#XREF_97787_Express_register_a">Express-register a new patron at check-out</a>.</p>
|
||||
<p>Your library may also allow patrons to set up new accounts through the PAC. In this case, you verify the new patron accounts before patrons can check out materials. See <a href="../PPblocks/Resolve_a_Verify_Patron_block.htm#XREF_55711_Verify_patron_self">Resolve a Verify Patron block</a>.</p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Creating_and_Editing_Patron_Records.htm#XREF_52556_Creating_Patron">Creating and Editing Patron Records</a>
|
||||
</li>
|
||||
<li><a href="Working_with_Patron_Photos.htm#XREF_16131_Working_with">Working with Patron Photos</a>
|
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</li>
|
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<li><a href="Working_with_Reading_Histories.htm#XREF_40803_Working_with">Working with Reading Histories</a>
|
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</li>
|
||||
<li><a href="Posting_Patron_Messages.htm#XREF_35384_Posting_Patron">Posting Patron Messages</a>
|
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</li>
|
||||
<li><a href="Patron_Associations.htm#XREF_55300_Patron_Associations">Patron Associations</a>
|
||||
</li>
|
||||
<li><a href="Deleting_Patron_Records.htm#XREF_81174_Deleting_Patron">Deleting Patron Records</a>
|
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</li>
|
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<li><a href="Merging_Patron_Records.htm#XREF_58144_Merging_Patron">Merging Patron Records</a>
|
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</li>
|
||||
<li><a href="Creating_Patron_Mailing_Labels.htm#XREF_76445_Creating_Patron">Creating Patron Mailing Labels</a>
|
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</li>
|
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<li data-mc-conditions="Primary.Hidden,Primary.Online"><a href="../../Polaris_Basics/PIreports/Public_Services_Reports.htm#Patron">Patron Registration Reports</a>
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<h1><a name="XREF_54098_Patron"></a>Patron Registration Reports</h1>
|
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<p>Patron Services reports can help you gather statistics about the patrons registered in your system and at specific branches. For example, you can report how many patrons registered during a specific time period at a specific branch. To access these reports, select <b>Utilities, Reports and Notices</b> from the Polaris Shortcut bar, and select <b>Public Services, Patron Services</b> in the Polaris Reports dialog box.</p>
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<li>For detailed descriptions of specific reports, <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">see <a href="../../Polaris_Basics/PIreports/Public_Services_Reports.htm#Patron">Patron Services Reports</a>.</MadCap:conditionalText></li>
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<h1><a name="XREF_35384_Posting_Patron"></a>Posting Patron Messages</h1>
|
||||
<p><a name="kanchor1146"></a><a name="IX_posting_overview"></a>With the appropriate permissions, you can post messages to specific patron accounts and later modify or delete the messages. (Your library may also set an automatic expiration period for them.) You can post messages from the Patron Registration workform (select <b>Tools, Post Message</b>), and you can post and manage them from the Patron Status workform - Notes view.</p>
|
||||
<p>Patrons can read and delete their messages online from the PAC patron account. When a patron marks a message as read, the status of the message is also updated in the Patron Status workform - Notes view, and when a patron deletes a message, the message is also deleted from the Patron Status workform - Notes view.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Patrons can also view their messages in the patron account on SIP self-check workstations if the SIP provider supports this feature. However, the messages cannot be marked as read or deleted.</p>
|
||||
<p>If a patron has unread messages, an alert message appears in the Patron Blocks dialog box during check-out. You can continue the check-out operation or cancel it, and you can also click the block text to open the Patron Status workform - Notes view. The alert message does not place any blocks on patron activity in the PAC.</p>
|
||||
<p>Your library sets up predefined messages in Polaris Administration, translates them into Polaris PowerPAC licensed languages if necessary, and sets an automatic expiration period for them. For more information, <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online"><a href="../../Patron_Services_Admin/PDPpatacct/Setting_Up_Patron_Messages.htm#XREF_53524_Setting_Up_Patron">Setting Up Patron Messages</a>.</MadCap:conditionalText></p>
|
||||
<p><a name="kanchor1147"></a><a name="IX_posting_procedure"></a>To post and manage messages in patron records:</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />You need the system-level Circulation permission <b>Post patron message: Allow</b> to post and modify messages in a patron account. You need the permission <b>Delete patron message: Allow</b> to delete messages.</p>
|
||||
<ol>
|
||||
<li value="1">Find and open the patron record in the Patron Registration workform or Patron Status workform - Notes view. See <a href="../PPstart/Finding_Patron_Records.htm#XREF_83131_Finding_Records_in">Finding Patron Records</a>.</li>
|
||||
<li value="2">To open the message dialog box, use one of these methods:<ul type="disc"><li>To post a message from the Patron Registration workform, select <b>Tools, Post Message</b>.</li><li>To post a message from the Patron Status workform - Notes view, click <b>Add Message</b> in the message area of this view.</li></ul></li>
|
||||
</ol>
|
||||
<p class="indent2">The Patron Message dialog box opens.</p>
|
||||
<ol start="3">
|
||||
<li value="3">To post a message, use one of these methods:<ul type="disc"><li>Select a <b>Library-assigned</b> message from the drop-down list. The message choices are those set in Polaris Administration for your log-on branch.</li><li>Select <b>Free text</b> and type a message in the free text box.</li></ul></li>
|
||||
</ol>
|
||||
<ol start="4">
|
||||
<li value="4">Click <b>OK</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The dialog box closes and the message is added to the <b>Message Text</b> column. The <b>Patron Has Read</b> column indicates whether the patron has marked the message as read in the PAC patron account.</p>
|
||||
<p class="indent2">When the patron account has a message, the Notes icon on the Patron Status workform view bar is yellow (as for non-blocking notes). If the patron has both blocking notes and messages, the color is red. The blocking note color takes precedence.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">To modify a message, select the message in the messages list and click <b>Modify Message</b>. The Patron Message dialog box opens.<ul type="disc"><li>If you selected a library-assigned message, you can select a different message from the drop-down list. Then click <b>OK</b>.</li><li>If you selected a free-text message, you can edit the text. Then click <b>OK</b>.</li></ul></li>
|
||||
</ol>
|
||||
<ol start="6">
|
||||
<li value="6">To delete a message or multiple messages, select them in the messages list and click <b>Delete Message.</b> A confirmation message appears. Click <b>Yes</b> to delete the message or <b>No</b> to keep it.</li>
|
||||
<li value="7"><span class="FM_StepNumber"><span style="word-spacing: normal;font: 6.0pt "Times New Roman";"> </span></span>Select <b>File | Save</b> to save your changes to the patron record.</li>
|
||||
</ol>
|
||||
<h4>Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><a name="kanchor1148"></a><a name="IX_viewing_properties"></a><span class="FM_BulletHead">View message properties</span> - Right-click the message in the Patron Status workform - Notes view, and select <b>Properties</b> from the context menu. The Properties dialog box lists the creator’s user name, workstation, branch, and the creation date and time. If the message has been modified, the modifier and modification date and time are listed.</li>
|
||||
<li><span class="FM_BulletHead">Patrons with Messages Report</span> - This report provides a snapshot of read and unread messages currently in patron accounts. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Polaris_Basics/PIreports/Public_Services_Reports.htm#Patron">Patron Registration Reports</a>.</MadCap:conditionalText></li>
|
||||
<li><span class="FM_BulletHead">Merging patron records</span> - If patron records are merged, messages attached to the secondary (losing) patron record are not copied to the primary record. See <a href="Merging_Patron_Records.htm#XREF_58144_Merging_Patron">Merging Patron Records</a>.</li>
|
||||
</ul>
|
||||
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|
||||
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|
||||
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||||
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<tr>
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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
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<h1><a name="XREF_72447_Remove_items_from"></a>Remove Items from a Patron’s Reading History</h1>
|
||||
<p><a name="kanchor1128"></a><a name="IX_remove_items_from"></a>These separate Circulation permissions are necessary to remove individual items from the reading histories of non-outreach services patrons and outreach services patrons respectively:</p>
|
||||
<ul type="disc">
|
||||
<li><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Reading history: Remove non-ORS patron history entries: Allow</b>
|
||||
</li>
|
||||
<li><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Reading history: Remove ORS patron history entries: Allow</b>
|
||||
</li>
|
||||
</ul>
|
||||
<p>You also need the permission <b>Patron Status: Modify reader services</b><span style="font-size: 9.0pt;">.</span></p>
|
||||
<p>To remove individual items from a patron’s reading history:</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>Circulation, Patron Status</b> to find and open the patron’s record. See <a href="../PPstart/Find_patron_services_and_related_records.htm#XREF_60305_Find_a_record_in">Find patron services and related records</a>. The Patron Status workform - General view appears.</li>
|
||||
<li value="2">Select <b>View, Reader Services</b> or click <img alt="ReaderServBtn00018.gif" style="width: 29;height: 18;" id="image38" src="ReaderServBtn00018_29x18.gif" class="imginline" /> to display the Reader Services view. The items that the patron has checked out appear in the Reading History list.</li>
|
||||
<li value="3">Right-click the title or titles in the Reading History list, and select <b>Remove from reading history</b> from the context menu.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>When an item is removed from the reading history of an outreach services patron, the title will be eligible to reappear on the patron’s selection list. At checkout, the message that warns you when the outreach services patron has already had the title does not appear.<b></b></p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Select <b>File | Save</b>. The items are no longer displayed in the Patron Status workform or the PAC patron account.</li>
|
||||
</ol>
|
||||
<h4>Related Information</h4>
|
||||
<p><span class="FM_BulletHead">Reading histories in the PAC patron account</span> - Your library may also allow patrons to view their reading histories from the PAC and start and stop the recording their histories. In Polaris Administration, the Patron Service profile <b>Patron can enable/disable reading history</b> controls this feature. A separate PAC profile, <b>Patron can remove reading history</b>, allows patrons to remove individual items from their histories.</p>
|
||||
</div>
|
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</div>
|
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<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
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<tbody>
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<tr>
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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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<col />
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
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<h1><a name="XREF_19190_Scan_driver_s"></a>Scan Driver’s License to Enter Patron Information</h1>
|
||||
<p><a name="kanchor1647"></a><a name="IX_scanning_for_patron"></a><a name="kanchor1648"></a><a name="IX_scanning_driver_s_license"></a>California libraries with the appropriate Polaris license can scan a new patron’s driver’s license to enter basic information in a new patron record. This feature requires a free-text user-defined field (UDF) in the patron record designated for the driver’s license number. For details, <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online"><a href="../../Patron_Services_Admin/PDPpatacct/Setting_Up_User-Defined_Fields.htm#XREF_43562_Scanning_Driver_s">Scanning a Driver’s License for Patron Registration</a>.</MadCap:conditionalText></p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />To avoid problems with patron name and address formatting, you must configure the scanner to run in a mode that returns the line feed character which indicates the end of each field in the driver's license. For the Gryphon 44XX scanner, the correct mode is <b>USB Alternate Keyboard</b>. The image for reconfiguring the Gryphon 44XX scanner is included in the scanner user guide. If you need assistance, contact your <span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Site Manager.</p>
|
||||
<p>To scan a California driver’s license for new patron registration:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can also find and open an existing patron record. When the driver’s license is scanned, existing data is overwritten by the driver’s license data. Driver’s license address information overwrites the Home address in the patron record.</p>
|
||||
<div class="NoteShade"><a name="kanchor1649"></a><a name="IX_creating_from_a_workform_1"></a><a name="kanchor1650"></a><a name="IX_creating_from_the_Find_1"></a><b>Tips:<br /></b>Other methods of creating a new patron record:<ul><li><p>From the Find Tool results list, right-click a patron record and select <b>Create Patron</b> from the context menu. See <a href="../PPstart/Finding_Patron_Records.htm#XREF_83131_Finding_Records_in">Finding Patron Records</a>. The new patron registration workform opens. Go to step 3 below.</p></li><li><p>On the Patron Registration workform for an existing record, select <b>File </b>><b> New</b>, then clear or copy the current workform. Then go to step 3 below. <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden"><a href="../../Polaris_Basics/PIcreatrec/Create_a_new_record_from_a_workform.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Create a New Record from a Workform</span></a>.</MadCap:conditionalText></p></li></ul></div>
|
||||
<ol>
|
||||
<li value="1">Select <b>File </b>><b> New</b> from the <span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Shortcut Bar, click the New button, or press <b>CTRL+N</b>. The New dialog box appears.</li>
|
||||
</ol>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Select <b>Patron Record </b>in the <b>Objects</b> box, and click <b>OK</b>. The Addresses view of the Patron Registration workform opens.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>The menu option, icon, and shortcut key combination are not available if the Drivers License Scan Facility license is not active.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Select <b>Tools </b>><b> Scan Driver’s License</b>, click <img alt="DriverIcon.gif" style="width: 33;height: 18;" id="image23" src="DriverIcon_33x18.gif" class="imginline" /> on the toolbar, or press <b>CTRL+L</b>. The License Scan message box opens.</li>
|
||||
</ol>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Scan the 2D barcode on the driver’s license with the message box open, then close the message box. The following driver’s license data is entered in the patron record:<ul type="disc"><li>Name (Last, First Middle)</li><li>Street address (up to two lines) </li><li>City</li><li>State</li><li>Postal code</li></ul></li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The address information is entered in the Home address fields in the Patron Registration workform.</p>
|
||||
<blockquote>
|
||||
<ul type="disc">
|
||||
<li>Birth date</li>
|
||||
<li>License number (entered in the designated user-defined field)</li>
|
||||
</ul>
|
||||
</blockquote>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If the data cannot be scanned properly (for example, the barcode image is worn), a message is displayed and no data is entered in the patron record. You can continue to register the patron by filling in the required information manually.</p>
|
||||
<ol start="5">
|
||||
<li value="5">Enter any additional data as needed, and save the record.</li>
|
||||
</ol>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
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|
||||
<col style="width: 50%;" />
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||||
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|
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<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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|
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|
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
|
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<h1>Search for Patron Records by PCDF</h1>
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<p><a name="kanchor4788"></a><a name="IX_searching_by"></a>To search for patron records by PCDF:</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>Patron Services, Patron Records</b>. The Find Tool opens.</li>
|
||||
<li value="2">Select the PCDF in the <b>Search by</b> or <b>Limit by</b> box.</li>
|
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|
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<p class="NoteShade"><b>Note:<br /></b>PCDFs are available in the <b>Search by</b> and L<b>imit by</b> lists, with the exception of PCDFs that have been defined as Boolean (with Yes or No choices). These PCDFs appear only in the <b>Limit by</b> list.</p>
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<ol data-mc-continue="true">
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<li value="3">Enter the value if you are searching for a record with a specific value or enter an asterisk to find all patrons with a value in this PCDF. The patron records meeting your search criteria are listed in the search results.</li>
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</ol>
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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
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<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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<h1>Set the Address Update Term</h1>
|
||||
<p><a name="kanchor4337"></a><a name="IX_address_update_term"></a><a name="kanchor4338"></a><a name="IX_setting_in_patron_records_2"></a>Use one of the following methods to set the address update term:</p>
|
||||
<ul type="disc">
|
||||
<li>Set a date according to the current date (such as two years from today) - Type a number in the first <b>Address Check Term</b> box, and select <b>months</b> or <b>years</b> in the second <b>Term</b> box. The exact date is automatically calculated and appears in the <b>Address Check Date</b> box.</li>
|
||||
<li>Type a specific date - Type the address check date in the format shown in the <b>Date</b> box. You can use the right arrow key to go from segment to segment of the date.</li>
|
||||
<li>Select a date from a calendar - Click the down arrow by the <b>Date</b> box and select the expiration date from the calendar.</li>
|
||||
</ul>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li>Updating the address check term - For information about setting a new address check term, see <a href="Updating_Address_and_Expiration_Term.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Updating Patron Registration Check Dates</span></a>. </li>
|
||||
<li><a name="kanchor4339"></a><a name="IX_editing_in_patron_records"></a><a name="kanchor4340"></a><a name="IX_editing"></a><a name="kanchor4341"></a><a name="IX_editing_addresses"></a><span class="FM_BulletHead" style="font-weight: normal;">Editing an address</span> - To edit an address, for example when a patron moves, you use the same Add/Edit Address dialog box that you use to create addresses. Select the address in the Patron Registration workform - Addresses view, and click <b>Edit...</b>., or right-click the address and select <b>Edit</b> from the context menu.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You must have the permission <b>Patron registration: Modify postal address fields </b>to enter an entirely new city/state/country/postal code combination. Without this permission, you can only select an existing combination. See <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online"><a href="../../Patron_Services_Admin/PDPstart/Setting_Circulation_Permissions.htm#XREF_33495_Setting">Setting Circulation Permissions</a>.</MadCap:conditionalText></p>
|
||||
<ul type="disc">
|
||||
<li><a name="kanchor4342"></a><a name="IX_removing_from_patron"></a><a name="kanchor4343"></a><a name="IX_removing"></a><a name="kanchor4344"></a><a name="IX_removing_addresses"></a>Deleting an address - To remove an address, such as when a patron no longer uses a business address, select the address in the Patron Registration workform - Addresses view, and click <b>Remove</b>. Or right-click the address and select <b>Remove</b> from the context menu.</li>
|
||||
<li>Patron updates from PAC - Your library may allow patrons to change their own addresses, as well as other information in their records, through Polaris PowerPAC and Mobile PAC.  In this case, a staff member reviews the changes. See <a href="../PPblocks/Resolve_a_Verify_Patron_block.htm#XREF_55711_Verify_patron_self">Resolve a Verify Patron block</a>.</li>
|
||||
<li>Mailing labels - You can print patron mailing labels or export patron addresses to use in another application. See <a href="Creating_Patron_Mailing_Labels.htm#XREF_76445_Creating_Patron">Creating Patron Mailing Labels</a>.</li>
|
||||
<li>Scan driver’s license - California libraries with the appropriate Polaris license can scan a new patron’s driver’s license to enter basic information in a new patron record. See <a href="Scan_drivers_license_enter_patron_info.htm#XREF_19190_Scan_driver_s">Scan driver’s license to enter patron information</a>.</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
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<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
|
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|
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|
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<table style="width: 100%;">
|
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<col />
|
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<tbody>
|
||||
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|
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
|
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PPregstr.fm" /><title>Start a Patron’s Reading History</title>
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<h1><a name="XREF_85216_Start_a_patron_s"></a>Start a Patron’s Reading History</h1>
|
||||
<p><a name="kanchor422"></a><a name="IX_start_for_a_patron"></a>A new reading history begins with the next item checked out; it does not include items checked out in the past or items currently checked out. Also, items are not added to the reading history immediately upon check-out. The reading history is updated during overnight processing. To start a reading history for a patron.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Your library must make the appropriate Polaris Administration settings for maintaining reading histories. See <a href="Working_with_Reading_Histories.htm#XREF_40803_Working_with">Working with Reading Histories</a>.</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>Patron Services, Patron Records</b> to find and open the patron’s record. See <a href="../PPstart/Find_patron_services_and_related_records.htm#XREF_60305_Find_a_record_in">Find patron services and related records</a>. The Patron Registration workform - Addresses view appears.</li>
|
||||
<li value="2">Select <b>View, General</b> to display the General view.</li>
|
||||
<li value="3">Select the <b>Maintain reading list</b> check box.<ul type="disc"><li>If the patron’s “registered at” branch has not enabled reading histories in Polaris Administration, this option is not available.</li><li>If the patron is an outreach services patron, this option is automatically selected. See <a href="../PPoutreach/Outreach_Services_Processing.htm#XREF_58531_Outreach_Services">Outreach Services Processing</a>.</li></ul></li>
|
||||
</ol>
|
||||
<ol start="4">
|
||||
<li value="4">Select <b>File | Save</b> to save the record.</li>
|
||||
</ol>
|
||||
<p class="indent2">The next item checked out is displayed on the Patron Status workform - Reader Services view, after overnight processing is run. See <a href="View_patron_reading_history.htm#XREF_77063_View_a_patron_s">View a patron’s reading history</a>.</p>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
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<h1><a name="XREF_67003_Stop_and_clear_a"></a>Stop and Clear a Patron’s Reading History</h1>
|
||||
<p><a name="kanchor5915"></a><a name="IX_stop_for_a_patron"></a>If you stop recording a patron’s reading history, the patron’s current reading history is cleared as well. You cannot archive a reading history. To stop recording a patron’s reading history and permanently clear the current history:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The history is also cleared if the patron stops it from PAC.</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>From the Patron Status workform, press <b>F9</b> to open the Patron Registration workform.</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>Patron Services, Patron Records</b> to find and open the patron’s record. See <a href="../PPstart/Find_patron_services_and_related_records.htm#XREF_60305_Find_a_record_in">Find patron services and related records</a>. The Patron Registration workform - Addresses view appears.</li>
|
||||
<li value="2">Select <b>View, General</b> to display the General view.</li>
|
||||
<li value="3">Clear the <b>Maintain reading list</b> check box.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Important:<br /></b>When you save the record, the patron’s reading history is deleted and cannot be recovered.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Select <b>File | Save</b> to save the record. The Reading History list is cleared from the Patron Status workform - Reader Services view.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Reading histories are automatically kept for Outreach Services patrons. If your branch uses Outreach Services but has not enabled reading histories for non-Outreach Services patrons, when you remove a patron from outreach services by clearing the <b>Outreach Services</b> check box on the Patron Status workform - Reader Services view, the patron’s reading history will not be cleared. The history remains unless items are manually removed. See <a href="Remove_items_from_patrons_reading_history.htm#XREF_72447_Remove_items_from">Remove items from a patron’s reading history</a>.</p>
|
||||
<h4 data-mc-conditions="Primary.Hidden,Primary.Online">Related Information</h4>
|
||||
<p data-mc-conditions="Primary.Hidden,Primary.Online"><span class="FM_BulletHead">Stop all reading histories</span> <span class="FM_BulletHead">(non-outreach services patrons)</span> - See <a href="../../Patron_Services_Admin/PDPpatacct/Setting_Reading_History_Options.htm#XREF_77421_Setting_Reading">Setting Reading History Options</a>.</p>
|
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|
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<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
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<tbody>
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<tr>
|
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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
|
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<table style="width: 100%;">
|
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<col />
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<tbody>
|
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<tr>
|
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
|
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Patron Services |Patron Registration|Creating and Editing Patron Records" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<h1><a name="kanchor5197"></a>Updating Patron Registration Check Dates</h1>
|
||||
<p>You can update the Address Check and Expiration dates for a patron record simultaneously from the Patron Registration workform. On the workform toolbar, select <b>Tools</b>, <b>Update Check Dates</b>, or press <b>CTRL+U</b>. </p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br>
|
||||
</br>The <b>Update Check Dates</b> option is not available on a Secured patron record.</p>
|
||||
<p>A message box appears.</p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/PatTermDateMessage.png" alt="" />
|
||||
</p>
|
||||
<p>When you click <b>OK</b> on the message box, the new dates are displayed in the appropriate fields on the Patron Registration workform. Save the record to confirm the updates. The new dates are based on the Patron Services parameter settings for the patron’s branch (<b>Patron Registration Options</b> – <b>General Defaults</b> tabbed page).<MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden"> See <a href="../../Patron_Services_Admin/PDPpatacct/Setting_Patron_Registration_Required_Fields_and_Defaults.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Setting Patron Registration Required Fields and Defaults</span></a>.</MadCap:conditionalText> </p>
|
||||
<p> You can also set new Address Check and Expiration dates separately in the Patron Registration workform. See the following topics:</p>
|
||||
<ul>
|
||||
<li><a href="Set_the_address_update_term.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set the Address Update Term</span></a>
|
||||
</li>
|
||||
<li><a href="Create_a_patron_record.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Create a Patron Record</span></a>
|
||||
</li>
|
||||
</ul>
|
||||
<p>Your library may place a block on patron records where the address check term or expiration term has expired (see <a href="../../Patron_Services_Admin/PDPblocks/Add_select_and_order_patron_block_entries.htm" class="MCXref xref" data-mc-conditions="Primary.Online,Primary.Hidden"><span style="color: Blue;" class="mcFormatColor">Add, select, and order patron block descriptions</span></a>). When you update the address check date and/or expiration date and save the patron record, the address check and/or expiration date blocks are removed immediately.</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />The system process that removes the block looks for the exact block text specified in Polaris Administration (see <a href="../../Patron_Services_Admin/PDPblocks/Defining_Patron_Block_Descriptions.htm" class="MCXref xref" data-mc-conditions="Primary.Online,Primary.Hidden"><span style="color: Blue;" class="mcFormatColor">Defining Patron Block Descriptions</span></a>). If the Address Check or Expiration block text is missing from the Polaris Administration policy table or has changed since the block was placed on the patron record, the patron record will be blocked when one of these dates is in the past, but the block will never be removed by system processing and will need to be manually removed. See <a href="../PPblocks/Delete_a_patron_block.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Delete a Patron Block</span></a>.</p>
|
||||
</div>
|
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</div>
|
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<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
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<col style="width: 50%;" />
|
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<col style="width: 50%;" />
|
||||
<tbody>
|
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<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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<table style="width: 100%;">
|
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<col />
|
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|
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|
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_30796_Upload_an_existing"></a>Upload an Existing Photo to a Patron Record</h1>
|
||||
<p><a name="kanchor1130"></a><a name="IX_uploading_to_patron"></a>You can use an existing .jpg or .bmp image file in the patron record instead of taking a new photo. The default location for existing image files is <b>C:/Program Files/Polaris/[version]/Bin,</b> but you can upload files from any location to which you have network access. The image file cannot be larger than one megabyte (MB). </p>
|
||||
<p>To use an existing image:</p>
|
||||
<ol>
|
||||
<li value="1">If the patron record is not already open, select <b>Patron Services, Patron Records</b> to find and open the patron’s record in the Patron Registration workform. See <a href="../PPstart/Find_patron_services_and_related_records.htm#XREF_60305_Find_a_record_in">Find patron services and related records</a>.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If you are registering a new patron, enter the required information and save the record. See <a href="Create_a_patron_record.htm#XREF_11620_Create_a_patron">Create a patron record</a>. Then proceed to step 2.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">On the Patron Registration workform, select <b>View, Photo</b>, or click <img alt="PhotoIcon00017.gif" style="width: 29;height: 18;" id="" src="PhotoIcon_29x18.gif" class="imginline" />. The Patron Registration workform - Patron Photo view opens.</li>
|
||||
<li value="3">Click <b>Launch Picture Edit</b>. The Patron Photo dialog box opens.</li>
|
||||
<li value="4">Click <b>Load Picture</b> on the right side of the Patron Photo dialog box. A Windows Explorer dialog box opens.</li>
|
||||
</ol>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">Navigate to the image file location.</li>
|
||||
<li value="6">Select <b>JPG</b> or <b>BMP</b> in the <b>Files of type</b> box.</li>
|
||||
<li value="7">Select the file and click <b>Open</b>. The Windows Explorer dialog box closes, and the selected image appears on the right side of the Patron Photo dialog box.</li>
|
||||
<li value="8">Click <b>Save Picture</b> to save the picture in the patron record.</li>
|
||||
</ol>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+81
@@ -0,0 +1,81 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Patron Services |Patron Registration|Creating and Editing Patron Records" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<head>
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<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" /><title>Use PCDFs in the Patron Registration Workform</title>
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gtag('js', new Date());
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gtag('config', 'G-CFH4DBPHLD');
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||||
/* ]]> */</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services/PPregstr/Use_PCDFs_in_the_Patron_Registration_workform.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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</div>
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||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="kanchor1"></a><a name="IX_PCDFs_See_patron_custom"></a><a name="kanchor2"></a><a name="IX_using_patron_custom_data"></a><a name="kanchor3"></a><a name="IX_using_in_patron"></a>Use PCDFs in the Patron Registration Workform</h1>
|
||||
<p>To use patron custom data fields (PCDFs) in the Patron Registration workform:</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />PCDFs are defined in Polaris Administration. <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden">See <a href="../../Patron_Services_Admin/PDPpatacct/Setting_Up_Patron_Custom_Data_Fields.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Setting Up Patron Custom Data Fields</span></a>.</MadCap:conditionalText></p>
|
||||
<ol>
|
||||
<li value="1">Select <b>Patron Services </b>><b> Patron Records</b> and search for the patron record, or select <b>File </b>><b> New</b> to add a new patron. The Patron Registration workform opens.</li>
|
||||
<li value="2">Select <b>View </b>><b> Custom Data </b>or click <img alt="notesicon.gif" style="margin-bottom: -4.500pt;width: 19;height: 19;" id="image25" src="notesicon_19x19.gif" />. The Patron Custom Data view opens. If patron data fields have been defined for the patron’s registered branch, the fields appear below the header information.</li>
|
||||
<li value="3">Enter information in the patron custom data fields as follows:<ul type="disc"><li>For “string” or text fields, enter up to 255 alphanumeric characters.</li><li>For check box or Boolean fields, check the box if the PCDF applies to the patron.</li><li>For a date field, select a date from the calendar.</li></ul></li>
|
||||
<li value="4">Save the record.</li>
|
||||
</ol>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+82
@@ -0,0 +1,82 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Patron Services |Patron Registration|Working with Reading Histories" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<head>
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<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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<meta charset="utf-8" />
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<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
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<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PPregstr.fm" /><title>View a Patron’s Reading History</title>
|
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<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<body>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services/PPregstr/View_patron_reading_history.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_77063_View_a_patron_s"></a>View a Patron’s Reading History</h1>
|
||||
<p><a name="kanchor683"></a><a name="IX_reading_history"></a><a name="kanchor684"></a><a name="IX_view_for_a_patron"></a>To view all the items in a patron’s reading history:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Patrons may view their own reading histories by accessing their patron accounts in the PAC.</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>Circulation, Patron Status</b> to find and open the patron’s record. See <a href="../PPstart/Find_patron_services_and_related_records.htm#XREF_60305_Find_a_record_in">Find patron services and related records</a>. The Patron Status workform - General view appears.</li>
|
||||
<li value="2">Select <b>View, Reader Services</b> or click <img alt="ReaderServBtn.gif" style="width: 29;height: 18;" id="image36" src="ReaderServBtn_29x18.gif" class="imginline" /> to display the Reader Services view.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>If an item in the list is a serial, the serial designation (<a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">enumeration<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>The designation reflecting the alphabetic or numeric scheme used by the publisher on an item or assigned when the holdings statement is created to identify the individual bibliographic or physical parts and to show the relationship of each unit to the unit as a whole.</span></a> and <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">chronology<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>The date(s) used by the publisher on a serially-issued bibliographic unit to help identify or indicate when it was published. The chronology may reflect the dates of coverage, publication, or printing.</span></a>) is added to the title. You may need to expand the title column to see the designation.</p>
|
||||
<p class="indent2">The items that the patron has checked out appear in the Reading History list, which can be quite long. The list is loaded in groups of 100 items as you scroll through it. To load the entire list at once, press <b>CTRL+ALT+A</b>.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Outreach services options are available on this workform view only if your library’s Polaris system specifically includes outreach services. See<b><a href="../PPoutreach/Outreach_Services_Processing.htm#XREF_58531_Outreach_Services">Outreach Services Processing</a>.</b></p>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
|
||||
</tr>
|
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</tbody>
|
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</table>
|
||||
</body>
|
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</html>
|
||||
+86
@@ -0,0 +1,86 @@
|
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<!DOCTYPE html>
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Patron Services |Patron Registration" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PPregstr.fm" /><title>Working with Patron Photos</title>
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<h1><a name="XREF_16131_Working_with"></a>Working with Patron Photos</h1>
|
||||
<p><a name="kanchor4843"></a><a name="IX_overview_12"></a>Your library may include the patron’s photo in the patron record. Working in the Patron Photo view of the Patron Registration workform, you can take a photo, replace an old photo with a new one, upload an existing photo, or delete the photo from the patron record. If the workstation is set to display the photo, it also appears on the Check Out workform with the other patron information. Patron photos do not appear in the PAC.</p>
|
||||
<p>You may find it convenient to have a computer workstation and work area dedicated to taking photos. You can mark a spot on the floor for patrons to stand so that you do not have to refocus the webcam for each photo.</p>
|
||||
<p>You need certain permissions to work with patron photos, your workstation must be equipped with a webcam, and the workstation must be set up in Polaris Administration to display photos. See <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online"><a href="../../Patron_Services_Admin/PDPpatacct/Setting_Up_Patron_Photos.htm#XREF_98334_Setting_Up_Patron">Setting Up Patron Photos</a>.</MadCap:conditionalText></p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You cannot install webcam software on a thin client (terminal server environment) or use it via Remote Desktop, so you cannot take new patron pictures by these means. However, if the pictures are loaded from another source or captured on a conventional workstation with webcam software, they are displayed normally in terminal server and Remote Desktop environments. See <a href="Add_a_new_photo_terminal_server_environment_and_RDP.htm#XREF_15761_Add_a_new_photo">Add a new photo (terminal server environment and RDP)</a> for a suggested workflow.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
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<li><a href="Add_a_new_photo_to_a_patron_record.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Add a new photo to a patron record</span></a>
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<li><a href="Upload_an_existing_photo_to_a_patron_record.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Upload an Existing Photo to a Patron Record</span></a>
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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
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<h1><a name="XREF_40803_Working_with"></a>Working with Reading Histories</h1>
|
||||
<p><a name="kanchor2722"></a><a name="IX_reading_histories"></a><a name="kanchor2723"></a><a name="IX_overview_13"></a>Your library can save a reading history in a patron’s record to keep track of what the patron has read and what the patron might like to read again. The reading history lists information about each item the patron has checked out since the history was started. Renewals are not included in the list, but multiple check-outs of the same item are included. Even if an item or bibliographic record is deleted, the entry remains in the reading history.</p>
|
||||
<p>Polaris Administration settings determine how long reading histories are kept and how many items can be in the list. When these limits are exceeded, entries are automatically deleted, starting with the oldest. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Patron_Services_Admin/PDPpatacct/Setting_Reading_History_Options.htm#XREF_77421_Setting_Reading">Setting Reading History Options</a>. </MadCap:conditionalText>For example, your library might decide that reading histories can list items checked out over the past two years, with a maximum of 500 entries. When two years have passed since an item was checked out, it is automatically removed from the list. Also, if the history contains 500 entries and a new item is checked out, the earliest entry in the list is automatically removed, according to the entry’s creation date. </p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>An entry’s creation date is usually, but not always, the check-out date. For example, offline uploads may cause some variation. Also, the exact time of check-out is not considered. If several items were checked out on the same date, the items are deleted in an unspecified order.</p>
|
||||
<p>If your system includes outreach services, Polaris uses the patron’s reading history to create selection lists for patrons. Reading histories are automatically activated for outreach services patrons, even if your branch does not normally keep reading histories, and outreach services patrons can rate titles in their reading histories. See <a href="../PPoutreach/Outreach_Services_Processing.htm#XREF_58531_Outreach_Services">Outreach Services Processing</a>. Separate settings in Polaris Administration control how long reading histories are kept and how many items can be in the list for outreach services patrons.</p>
|
||||
<p>With the appropriate permissions, you can remove individual items from a patron’s reading history. Your library may also allow patrons to view their reading histories from the PAC, start and stop the recording their histories, and remove individual items from their histories.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Quick-circ (ephemeral) item check-outs are not included in reading histories. See <a href="../PPquickcirc/Circulating_Ephemeral_Items.htm#XREF_68346_Unit_Title_heading">Circulating Ephemeral Items</a>.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="Start_patrons_reading_history.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Start a Patron’s Reading History</span></a>
|
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<li><a href="Stop_clear_patrons_reading_history.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Stop and Clear a Patron’s Reading History</span></a>
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</li>
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<li><a href="Remove_items_from_patrons_reading_history.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Remove Items from a Patron’s Reading History</span></a>
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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
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