Update Patron Account

Patron Summary
Renew Library Card
Mark Library Card Lost
See All Barcodes
Re-set Patron Password
Update and Test Email Address or SMS/Text Number
Invalidate Email Address or Phone Number
Update Patron Address
Unlinking Shared Patron Addresses

Routine maintenance of your patron accounts includes updating patrons' contact information, contact preferences, renewing expired library cards, marking library cards lost, re-setting patrons' passwords, inserting notes or alert messages, and so on. It is good practice to understand how the patron account record functions.

  1. Scan the patron barcode or search for patron by name.
  2. Once the patron record is loaded, Check Out is the default tab.
  3. Click Edit to retrieve patron information.
  4. Make required edits and click Save at top right of screen.

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Note

If you edit phone numbers, email addresses, or hold notification preferences, you will be given the option to update any outstanding holds with the new information.

Sitka Snippet Video - Hold Notification Updates (0:41)

Patron Summary

  1. Click the arrows beside the patron name to toggle between Patron Summary views. This choice is sticky and will stay on collapsed or expanded view until changed.

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  2. The expanded view displays key information about the account on left side of screen.

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Renew Library Card

  1. Click Update Expire Date or use the calendar widget to renew a card.
  2. Click Save at top right of screen.

    images/circ/patronupdate2.png

Mark Library Card Lost

  1. Click Replace Barcode
  2. If the username is still the original barcode, replace it with the new barcode number.
  3. Click Save at top right of screen.

    images/circ/patronupdate3.png

See All Barcodes

Once a library card is marked lost, Evergreen marks the card inactive and keeps it in the database. If the patron has lost a library card before, the See All button shows up. If patron presents an inactive card, Evergreen will retrieve active account with inactive warning. Staff can then decide which card to make active or inactive. Best practice is to delete inactive patron cards.

  1. Click See All. All barcodes that the patron has had are displayed in a pop-up window.
  2. Click Active to activate an inactive card.
  3. Click Primary on the Active card, Active must be the Primary Card.
  4. Click Apply Changes and Save.

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Re-set Patron Password

  1. Click Reset Password or enter a new password and click Save.
  2. If your library uses the last 4 digits of phone number as default password, please do not use Reset Password button. Instead, enter the new phone number, and click Save.

Tip

Existing password is not displayed in patron records for security reasons.

Update and Test Email Address or SMS/Text Number

  1. Enter new email address or SMS number, and click Save.
  2. Click Send Test Email or Send Test Text.

    images/circ/patronupdate5.png

Invalidate Email Address or Phone Number

It is good practice to keep patron email addresses current to ensure service from Evergreen’s automated messaging features. The Invalidate option alerts staff that a new email address is required, and removes the invalid address.

Note

Accumulated bounced back emails may result in courtesy and notice emails from Evergreen being blocked by some email service providers such as Gmail and Outlook/Hotmail. This denial of service affects all Sitka’s Evergreen users, and we request your cooperation in maintaining current email addresses.

Update Patron Address

  1. Retrieve the patron account and click Edit.
  2. Scroll down to Address to edit it, and click Save.
  3. To delete an address, click the red coloured cross, and click Save.
  4. To add a new address, click New Address at the bottom of Address section, and enter required information.
  5. Select Mailing or Physical and click Save.

Unlinking Shared Patron Addresses

If your library links addresses in cloned accounts, the address in the new, cloned record is greyed out, and can only be edited in the original record. The address' owning account can not be deleted or merged when other accounts are still using the address, so there are times when you need to unlink shared addresses. You do this by adding a new address to the cloned patron account record.

  1. Uncheck the checkboxes for Mailing and Physical on the shared address.
  2. Click New Address button.
  3. Check the checkboxes for Mailing and Physical on the new address.
  4. Enter the address and click Save.
  5. The linked address is replaced.

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