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Home → Patron Account Management

Patron Account Management

This book covers the basics of patron account creation and management in Evergreen. Chapters include:
1. Creating New Patron Accounts
2. Managing Exisitng Patron Accounts
3. Grouping Patron Accounts
4. User Buckets

This is a living document that incorporates many elements of Evergreen Community Documentation under Creative Commons Attribution Share-Alike 4.0 License (https://creativecommons.org/licenses/by-sa/4.0/legalcode) and is available to share under the same license.
  • 1. Notes about this book
    • 1.1. The Knowledge Book UX Project
    • 1.2. What is this Book?
  • 2. Creating New Patron Accounts
    • 2.1. Searching for Patrons
    • 2.2. Registering New Patrons
    • 2.3. Patron Self-Registration
  • 3. Navigating Patron Accounts
    • 3.1. Retrieving Patron Accounts
    • 3.2. Patron Information Pane
    • 3.3. Patron Account Tabs
    • 3.4. The Other Menu
  • 4. Managing Existing Patron Accounts
    • 4.1. Editing and Updating Patron Data
    • 4.2. Updating Expired Patron Accounts
    • 4.3. Creating a New Library Card for an Existing Patron
    • 4.4. Patron Passwords
    • 4.5. Barring and Blocking Patron Accounts
    • 4.6. Staff Generated Notes, Alerts
    • 4.7. Marking Patrons Inactive
    • 4.8. Deleting Patron Accounts
  • 5. Grouping Patron Accounts
    • 5.1. What are Patron Groups?
    • 5.2. Grouping New Patrons
    • 5.3. Grouping Existing Patrons
    • 5.4. Penalties and Grouped Accounts
  • 6. Patron Statistical Categories
    • 6.1. Patron Statistical Categories
    • 6.2. Adding Stat Cats to New Patrons
  • 7. User Buckets
    • 7.1. Creating User Buckets
    • 7.2. Adding Patrons to User Buckets
    • 7.3. Editing Patrons in User Buckets
    • 7.4. Batch Deleting Users
    • 7.5. Batch Adding Stat Cats and Notes
    • 7.6. View and Roll Back Batch Edits

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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.