98 lines
7.7 KiB
HTML
98 lines
7.7 KiB
HTML
<!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 Status and Accounting|Managing Patron Accounts in Collection|Second Level Collection Agency Management" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
|
|
<head>
|
|
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
|
<meta charset="utf-8" />
|
|
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
|
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" /><title>Secure and Release Patron Records</title>
|
|
<!-- Global site tag (gtag.js) - Google Analytics -->
|
|
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
|
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
|
<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
|
<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
|
<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
|
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
|
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
|
|
<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
|
</script>
|
|
<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
|
|
</script>
|
|
<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
|
|
</script>
|
|
<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
|
|
</script>
|
|
<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
|
|
</script>
|
|
<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
|
|
</script>
|
|
<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
|
|
</script>
|
|
<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
|
|
</script>
|
|
<script>/* <![CDATA[ */
|
|
window.dataLayer = window.dataLayer || [];
|
|
function gtag(){dataLayer.push(arguments);}
|
|
gtag('js', new Date());
|
|
|
|
gtag('config', 'G-CFH4DBPHLD');
|
|
/* ]]> */</script>
|
|
</head>
|
|
<body>
|
|
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services/PPuseacct/securepatrecover.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>
|
|
</div>
|
|
</div>
|
|
<div class="content">
|
|
<div role="main" id="mc-main-content">
|
|
<h1>Secure and Release Patron Records</h1>
|
|
<p>You can secure an individual patron record from the Patron Status workform using a Tools option, or secure multiple patron records from the Patron Record Set workform using Bulk Change. See <a href="../PPpatrecbulk/Bulk-Changing_Patron_Records.htm">Bulk-Changing Patron Records.</a></p>
|
|
<p>When you secure a patron record, all circulation and payment activity, and most other patron record updates are prevented, in both the staff client and the PACs (PowerPAC, Mobile PAC, and Children's PAC). </p>
|
|
<p>The following activities are also prevented if a patron is secured:</p>
|
|
<ul>
|
|
<li>Sending Fines notices. Patrons with secured records do not receive Polaris Fines notices, since the assumption is they are now obligated to deal directly with the collection agency regarding their debts. The library can still produce Patron Billing Statements.</li>
|
|
<li>Checking out items or logging into the patron's account from a self-check unit</li>
|
|
<li>Deleting the patron record</li>
|
|
<li>Designating the patron as a community representative </li>
|
|
<li>Using Outreach Services for a patron</li>
|
|
<li>Editing a community profile from the PAC (if the patron is already a community representative)</li>
|
|
<li>Checking out in offline mode</li>
|
|
</ul>
|
|
<p>In addition, secured patron records are never included in collection agency Submission, Update, or Synchronization reports because these records cannot have any changes made to them (including adding collection agency fees or taking payments).</p>
|
|
<p class="NoteShade"><b>Note:</b>
|
|
<br />If your library uses the secure patron feature and offline circulation, be sure to secure patron records when there is no offline activity and use the most recent offline file.</p>
|
|
<p>See also:</p>
|
|
<ul>
|
|
<li><a href="Secure_a_patron_record.htm">Secure a patron record</a>
|
|
</li>
|
|
<li><a href="secpatrecs.htm">Secured patron indicator in patron workforms</a>
|
|
</li>
|
|
<li><a href="seclistviews.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Secured patron indicator in listviews</span></a>
|
|
</li>
|
|
<li><a href="release_a_secured_patron_record.htm">Release a secured patron record</a>
|
|
</li>
|
|
</ul>
|
|
<p> </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>
|
|
</tbody>
|
|
</table>
|
|
</body>
|
|
</html> |