NC Cardinal Support and Staff Education
  • Home
  • Submit a Request
  • Check on a Request
  • Knowledge Books
    • About NC Cardinal
    • Circulation in Evergreen
    • Cataloging in NC Cardinal
    • Patron Account Management
    • Administration Manual for Libraries
    • Reports in Evergreen
    • Resource Sharing
    • Student Access Initiative
    • Acquisitions in Evergreen
    • Serials in Evergreen
    • Offline Transactions
    • Evergreen Upgrades
    • Libraries Migrating into NC Cardinal
    • Summon Documentation
    • Troubleshooting in Evergreen
HelpSpot help desk software

Home → Patron Account Management → Grouping Patron Accounts → Grouping Existing Patrons

5.3. Grouping Existing Patrons

Last Updated 08/20/2025


Add Existing Patrons to a Patron Group


On This Page

To group multiple patron accounts after registration, navigate to the Group Member Details page in the group lead/parent account, and select Move Another Patron to the Group fromt he Actions Menu. Scan the child's barcode to add them to the group.


To group 2 or more existing patron accounts after registration:

  1. Navigate to the group lead/parent account.
  2. Select the Other tab located at the top of the window, below the green bar and choose Group Member Details from the drop down menu.
    (Screenshot 1 of 5) Group Member Details is the seventh option listed in the Other dropdown menu.
  3. Select Move Another Patron To This Group from the Actions menu.
    (Screenshot 2 of 5) Move Another Patron To This Group is the first option listed in the Actions dropdown menu.
  4. Scan the child's barcode.
    (Screenshot 3 of 5) Enter the patron barcode popup window
  5. Confirm this action by selecting Move User.
    (Screenshot 4 of 5) Move user into this group? popup window
  6. After confirming this action, you should see both patrons displayed in the Group Member Details grid. If the grid is empty, refresh your screen and both patrons should appear. Repeat as needed to add any additional child accounts.

Knowledge Tags
patron  /  patron accounts  /  patron groups  / 

This page was: Helpful | Not Helpful


NC Cardinal is supported by the Institute of Museum and Library Services under the provisions of the federal Library Services and Technology Act (LSTA), as administered by the State Library of North Carolina, a division of the Department of Natural and Cultural Resources.