7. Patron Information

When viewing a patron record you have the option to view information from one of many tabs found on the left hand side of the record.

7.1. Check Out

For instruction on checking items out, view the Checking Out section of this manual.

7.2. Details

All patron information will appear on the Details tab. This includes all the contact information, notes, custom patron attributes, messaging preferences, etc entered when adding the patron.

In the case of patrons who are marked as 'Child' or 'Professional' and their Guarantors additional information will appear on their record.

  • A child patron will list their Guarantor

  • On the Guarantor's record, all children and/or professionals will be listed

7.2.1. Circulation Summary

Below the patron's information on the details screen is a tabbed display of the items they have checked out, overdue, and on hold.

If they have family at the library staff can see what the other family members have checked out.

7.3. Fines

The patron's complete accounting history will appear on the Fines tab. Contrary to its name, the Fines tab does not just show fine data, it also shows membership fees, rental fees, reserve fees and any other charge you may have for patrons.

7.3.1. Charging Fines/Fees

Most fees and fines will be charged automatically if the fines cron job is running:

  • Fines will be charged based on your Circulation & Fines Rules

  • Hold fees will be charged based on the rules you set in the Patron Types & Categories administration area

  • Rental fees will be charged based on the settings in your Item Types administration area

  • Marking an item 'Lost' via the cataloging module will automatically charge the patron the replacement cost for that item

7.3.2. Pay/Reverse Fines

Each line item can be paid in full (or written off) using the 'Pay Fines' tab.

  • Choose the payment type (Unpaid, Paid, Writeoff) from the pull down menu

  • Click 'Make Payment'

  • A line item will be added to the account information showing the fee paid in full (or written off)

  • If you accidentally mark and item as paid, you can reverse that line item by clicking 'Reverse' to the right of the line

    • Once clicked a new line item will be added to the account, showing the payment as reversed

7.3.3. Creating Manual Invoices

For fees that are not automatically charged, librarians can create a manual invoice

  • First choose the type of invoice you would like to create

    • To add additional values to the manual invoice type pull down menu, add them to the MANUAL_INV Authorized Value

  • If the fee is associated with an item you can enter its barcode so that the line item shows a link to that item

  • The description field is where you will enter the description of the charge

  • In the amount field, do not enter currency symbols, only numbers and decimals

7.3.4. Creating Manual Credits

Manual credits can be used to pay off parts of fines, or to forgive a fine amount.

  • First choose the type of credit you'd like to apply

  • If this credit is associated with an item you can enter that item's barcode so that the line item links to the right item

  • The description field is where you will enter the description of the credit

  • In the amount field, do not enter currency symbols, only numbers and decimals

7.3.5. Printing Invoices

To the right of each account line there is a print link. Clicking that link will print an invoice for the line item that includes the date and description of the line item along with the total outstanding on the account.

7.4. Circulation History

The circulation history tab will appear if you have set the intranetreadinghistory preference to allow it to appear. If you have the OPACPrivacy system preference set to 'Allow' and the patron has decided that the library cannot keep this information this tab will only show currently checked out items.

7.5. Modification Log

If you have set your BorrowersLog to track changes to patron records, then this tab will appear. The Modification Log will show all changes made to the patron record.

  • The Librarian field shows the patron number for the librarian who made the changes

  • The Object field lists the patron that is being modified (in the example above, it was my changing my own record)

7.6. Messaging

The patron's messaging preferences are set when adding or editing the patron. This tab will show the messages that have been sent and those that are queued to be sent:

7.7. Notices

The patron's messaging preferences are set when adding or editing the patron. This tab will show the messages that have been sent and those that are queued to be sent with their entire body content: