Register New Patrons

Before you register a new patron, you need to ensure the person does not have an account in Sitka’s Evergreen. Recommended practice is to ask the patron if they have a library card from another library in BC or MB, and scan that card in Check Out Items. If an account exists, you must ask the patron if they agree to share their personal information with your library before using the card. If changes to patron information are required, you should modify the existing patron account, instead of creating a new one.

  1. Select Circulation → Register Patron.
  2. Enter required information, based on your library guidelines. This screen can look different depending on your library’s choices regarding required and suggested fields, and whether or not you are displaying all fields, required fields, or suggested fields.
  3. Click Save at top-right of screen.

    images/circ/patronregister1.png

Note

The patron account record is composed of required and optional fields, and some fields are editable by your patrons via the My Account feature on your online catalogue. It is good practice to familiarize your self with the basic functions and features of the patron record as described below.

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