Patron 사이트 - Patron saiteu

Each Destiny user is considered a patron and must have a patron record that associates them with the materials they check out, fines they incur and any patron transactions. Typically, you edit a patron when patrons:

• Transfer to or from another location (school or public library)
• Alert you to incorrect information in their records

Edit a Patron

To search the database and edit a patron:

1. Select Admin > Manage Patrons.
2. In the Find field, scan or type the patron’s barcode number, or type a keyword (such as a patron’s name).
3. If you need to search for patrons at other sites, select the Search across the district checkbox, if available.
4. To complete the task for active patrons, select the Only Active Patrons checkbox.
5. Press Enter or click Search.
   
6. Next to the patron you want, click Edit. The Edit Patron page appears.
   

   Note: District users see an +Add Additional Site button. When a patron is associated with more than one site, the Site Information section lists all the sites. You can edit, transfer or remove site associations.

7. Make changes as needed.

   In the User Name field, use special characters (such as periods, dashes, underscores and apostrophes) to minimize the risk of patrons being considered duplicates or skipped during a patron import.

   Examples:   jsmith, j.smith, j-smith, j_smith, j'smith are each considered different patrons.

8. To print a label when you save, select the Print Label on Save checkbox.

   Note: For more information, see Print Patron Barcodes.

9. (Optional) Edit address information or add a picture.
   

   If you want to ...	Then ...
   Update address information	Click the Address sub-tab. Update address information, including: Primary or secondary address Primary or secondary phone numbers
   Add a picture	Click the Picture sub-tab. Add a Patron Picture.

10. When you are done, click Save.

Delete a Patron

1. Select Admin > Manage Patrons.
2. Search for the patron to be deleted.
3. Press Enter, or click Search.
4. In the search results list, find the patron’s record.
5. Click Delete.
6. When the confirmation message appears, click Yes.

For more on managing patrons, including free online training, webinars and educational resources, check out Follett Community.

If you are a district user with the right to Manage Patrons for the District, Update Patron associations lets you globally associate patrons with additional sites. You may want to do this for patrons who attend or teach class at multiple schools.

You can limit the patrons selected for the update by Patron Type, Graduation Year, Grade Level, Patron Status or Access Level.

You can only add associations for one additional site at a time.

Once you identify the patrons, you need to specify a Patron Type and Access Level for them at the new site.

To globally add site associations for patrons:

1. Log in to the district.
2. Select Admin > Update Patrons > Update sub-tab.
3. Use the For every patron... At drop-down to select the patrons' current site.

   Note: You cannot add site associations for patrons of Media Manager sites.

4. Use the Whose drop-down to select how to identify the patrons, and then enter or select the appropriate term in the resulting field.

   Note: If you select Access Level, and a resource site has resource groups set up, the permissions for the resource group will apply.

5. Use the Add association to drop-down to select the site you want to associate the patrons with.
6. Use the And assign drop-downs to select a Patron Type and an Access Level for the patrons at their new site.
   

7. Click Update Patrons.
8. When the confirmation message appears, click Yes.

Job Summary

For each Update Patron Association job, Destiny generates a Job Summary that lists the following information for each patron:

• Patron name
• Patron barcode number at the new site
• Patron type
• An Edit Patron link that lets you easily make changes, if necessary