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4.2. Retrieve Recent Patrons
Last Updated 01/22/2024
Retrieving Recent Patrons Shortcut
Evergreen has a built-in shortcut allowing users to retrieve the previous patron and a set number of recent patrons without scanning cards or using the manual patron search. This allows staff to quickly navigate back into a patron account after closing a transaction.
Configuring Recent Patrons
This feature must be configured in the Library Settings Editor.
- From the Administration menu, select Local Administration.
- On the Local Admin splash page, select Library Settings Editor.
- In the filter field, search for "Number of Retrievable Recent Patrons."
- A value of zero (0) means no recent patrons can be retrieved.
- A value greater than 1 means staff will be able to retrieve multiple recent patrons via a new Retrieve Recent Patrons entry in the Circulation menu.
- The default value is 1 for backwards compatibility. (The Retrieve Last Patron menu entry will be available in the Circulation menu.)
Retrieving Recent Patrons
Once the library setting has been configured to a number greater than 1, the option Retrieve Recent Patrons will appear below the Retrieve Last patron option in the Circulation drop-down from the Menu Bar.
When selected, a grid will appear listing patrons accessed by that workstation in the current session. The length of the list will be limited by the value configured in the Library Settings Editor. If no patrons have been accessed, the grid will display "No Items To Display."