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5.2. Blocks and Grouped Accounts

Last Updated 11/02/2023

Manually Blocking Grouped Accounts

Evergreen does not have an automated mechanism for initiating a block on an account other than the one that triggers the block policy. Any group or family limits set by a library system would have to be enforced “manually” by staff. Evergreen does permit staff-initiated manual blocks on patron accounts. So, for instance, if staff noted that a child had excessive fines on his/her account and wanted to block the parent’s account, they could do so and Evergreen would enforce the block if the patron tried to use a self-checkout station.

The grouped accounts only show to staff users, not within patron accounts in any way. Here is an example of grouped patrons (from the staff viewpoint) with one owing 99 cents.