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3.4. The Other Menu
Last Updated 08/28/2025
Navigating Existing Patron Accounts: the "Other" Menu
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The "Other" tab in a patron account offers various options for managing patron accounts. These options often direct the user to interfaces and functions outside of the patron account, and some require additional staff permissions.
The "Other" tab in the patron account functions as a drop-down menu with a variety of less standard options related to the account.
From this menu, you can work with the following aspects of the patron's account or perform the following functions:
Refresh Penalties: If a patron is blocked due to a setting that is being incorrectly applied, you may leave the patron account open in one tab, and navigate to change the blocking setting in another tab. Once the settings have been updated, you can select this option from the Other menu to refresh the patron's account so that it's no longer blocked.
Display Alerts: When you first open a patron account with alerts about bills, bloks, messages, or holds, you are directed to an Alert Display page. You can return to this page after navigating into other portions of the patron account by selecting this option from the Other menu.
Triggered Events/Notifications: This option will open a new tab where you can see notifications sent to the paton based on either circulation triggers or hold triggers.
Message Center: This option will open a list of all notes and alerts sent to the patron. The list may be scoped by library, or filtered, and the messages in the list may be deleted.
Statistical Categories: See all stat cats assigned to the patron.
Hold Groups: See a list of all hold groups the patron belongs to. Learn more about Hold Groups in the Hold Groups page.
Surveys: If your library utilizes the survey feature when registering new patrons, the patron's responses to any survey questions that were live at the time of their registration will show up here.
Group Member Details: View account details for linked patrons, access group member accounts, add new patrons to the group, or remove existing patrons. Learn more about Patron Groups in the Patron Groups chapter.
User Permission Editor: This option is only used for staff login accounts. For details see the section on assigning Working Locations in the page on Creating New Patron Accounts.
Test Password: If a patron is unable to login to the OPAC, you can verify their PIN using this feature before resetting it.
Acquisition Patron Requests: For libraries that use Acquisitions, you can create new patron purchase requests using this feature in the Other menu. YOu can also see a list of all requests teh patron has made, and the status of those requests.
Booking: Libraries that utilize the bookings module can manage, create, pick up, and return reservatins directly from within the patron account. Learn more about Bookings in the Bookings Module chapter of the Circulation book.
Completely Purge Account: Follow your library's policies on when to delete accounts. This option requires administrtive permissions. For more details about purging patron accounts, see the Deactivating and Deleting Patron Accounts page. (link)