Chapter 7. Patron Records

Table of Contents

Retrieving Patron Accounts
Register New Patrons
Patron Self-Registration
Update Patron Account
Patron Alerts, Notes, Messages, and Notifications
User Buckets
Merge Patrons

Retrieving Patron Accounts

Patron accounts can be retrieved in Evergreen using the patron’s barcode or other searchable terms from the patron’s account.

Retrieving an Account via Barcode

The check out screen allows you to enter a patron’s barcode.

  1. Go to Circulation → Check Out.
  2. Enter the patron’s barcode.

    1. If manually entering the barcode click Submit.

      images/circ/retrieve-patron-1.png

  3. The patron’s account will open.

Patron Opt-In

Libraries participating in reciporcal borrowing agreements, like BC One Card, can opt-in patrons from other participating libraries.

  1. When the barcode is scanned a pop-up requesting the patron’s consent appears.
  2. Click OK/Continue or Cancel as appropriate.

    images/circ/patron-opt-in-1.png

If a barcode is scanned from a non-participating library a message will indicate that the patron’s record is not viewable at that library and the account cannot be opened.

images/circ/patron-opt-in-2.png

Retrieving an Account via Search Term

Sitka Snippet Video - Patron Search (1:04)

The patron search enables you search using information in a patron account to retrieve your patrons and those patrons opted into your library.

  1. Go to Search → Search for Patrons.
  2. Click on the arrow to see all possible search fields.

    images/circ/patron-search-1.png

  3. Enter your search term or terms and click Search.

    images/circ/patron-search-2.png

Tip

  • To ensure all relevant patrons are search Co-op Support recommends have Include Inactive? checked.
  • Libraries participating in reciprocal borrowing agreements should always set SITKA as the search library to ensure all opted-in patrons are included in the search.
  • The name fields search both the primary and preferred name fields.
  • Name keywords will retrieve patrons with the specified term present in any of the name fields.
  • Doing a search with Profile Group set to Post-Sec Library Staff, Public Library Staff, etc. is a quick way to retrieve all staff accounts for your library so you can review them on a regular basis to ensure the appropriate people have access to the staff client.

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