Follett VERSION 6.00 - Manual (Page 72)

04/04 72 System Setup
Making it easier to create new patrons
There are a few options in System Setup that enable you to create new patrons
faster and make it easier to find patrons when searching for them.
To set up these options, follow these steps:
1. From the Patron Maintenance tabs, select the Patron Defaults tab:
Select the patron type
representing your most
frequent library visitors.
Select the unique
identifier for your
patrons. When you
create or import new
patrons, either the
barcode, the ID, or both
are required before you
can save the patron
record.
To cancel changes
before saving
These prompts apply to
all patron types and
appear in the Edit
Patron and Patron
Information dialogs.
Location 1 appears in
the patron information
box of the Circulation
Desk windows.
Select the check box to
give your patrons access
to the login features in
OPAC.
Choose the password
they must enter along
with the barcode or ID
required above.
Select to allow your patrons
to view their own information
and/or place holds in OPAC.
2. In the UserĆDefined Patron Field Names box, position the cursor in a text box
and type a prompt that is appropriate for all your patrons. These appear in
Circulation Desk, Patron Maintenance, OPAC, and on some reports.
The UserĆDefined Patron Field Names are indexed in your patron database
so that you can use them to search for patrons in Circulation Desk. You can
generate the following circulation reports sorted by the UserĆDefined Patron
Field Names: Checkouts/Fines Transactions, Hold Notices, Overdue/Bill
Notices, Patron Barcode List, Patron Cards, and Patron Name List.