Follett VERSION 6.00 Manuale Utente

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 UserDefined 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 UserDefined 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 UserDefined Patron

Field Names: Checkouts/Fines Transactions, Hold Notices, Overdue/Bill

Notices, Patron Barcode List, Patron Cards, and Patron Name List.