View the Patron Record
The Patron Services page displays the following core patron information:
- Patron name
- ID
- User group
- Active balance (of the patron’s fines/fees)
- Notes
- Number of items on the On Hold Shelf
- Overdue items
For more information on the User Notes tab, see Adding Notes to Users.
The following keyboard shortcuts are available on the Patron Services page:
- Alt + 1 – Opens the Loans tab
- Alt + 2 – Opens the Returns tab
- Alt + 3 – Opens the Requests tab
- Ctrl + Alt + D – Same as selecting Done; returns to the Patron Identification page to enable searching for another patron (see Selecting a Patron)
To Bring Up a Patron's Record:
- Go to Fulfillment >> Manage Patron Services
- Scan in the patron's card number
- Click on the appropriate area of the patron record
Note the areas of the record:
- Active Balance - Fines, fees, or other charges
- Loans tab - To check out an item, or display all loans on this record
- Returns tab - To return an item, or display all recent returned items
- Requests tab - To display all requests for this patron