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4.5. Updating Patron Information

Last Updated 05/07/2024

It is always important to verify the patron's identity before changing any patron information. 

Retrieve the patron record as described in the section Searching for Patrons.

Click on Edit from the tabs that display at the top of the patron record.

Edit information as required. Verify the patron's identity before changing any patron information. Be sure that the patron's date of birth is included and confirm that contact information is current. When finished, select Save. 

After selecting Save, the page will refresh. The edited information will be reflected in the patron summary pane.

Quick Tip: To quickly renew an expired patron, click the Update Expire Date button. You will need a Main (Profile) Permission Group selected for this to work, since the permission group determines the expiration date.

When retrieved, an expired patron account includes an alert stating that the “Patron account is EXPIRED.”

1. Open the patron record in edit mode as described in the section Updating Patron Information.
2. Navigate to the information field labeled Privilege Expiration Date.
3. Clicking the Update Expire Date button will automatically set a new expiration date based on the standard account length for the patron's permission group.
4. Click the Save button at the top of the page.
5. The screen will refresh and the “expired” alerts on the account will be removed.

If you need to set a custom date, enter a new date in the date field. Or click the calendar icon, and a calendar widget will display to help you easily navigate to the desired date.

Note: Do NOT replace barcode or change the School permission group for Student Access accounts.

1. Retrieve the patron record as described in the section Searching Patrons.
2. Open the patron record in edit mode as described in the section Updating Patron Information.
3. Next to the Barcode field, select the Replace Barcode button.
4. This will clear the barcode field. Enter a new barcode.
5. Click the Save button at the top of the page.
6. The screen will refresh and the new barcode will display in the patron summary pane.

If a patron’s barcode is mistakenly replaced, the old barcode may be reinstated.

1. Retrieve the patron record as described in the section Searching Patrons.
2. Open the patron record in edit mode as described in the section Updating Patron Information.
3. Select the See All button next to the Replace Barcode button. This will display the current and past barcodes associated with this account.
4. Check the box(es) for all barcodes that should be “active” for the patron. 
5. Select the barcode that should be the primary barcode (matching the patron's library card). 
6. The primary barcode displays in the patron’s summary information in the Library Card field.
7. Click the Save button at the top of the page.
8. The screen will refresh and the new barcode will display in the patron summary pane.

Note: Any “active” barcode may be used for circulation transactions. A patron may have more than one “active” barcode. However, only one barcode may be designated “primary.”

Verifying Patron Password

A patron's existing password is not displayed in patron records for security reasons. If staff are assisting patrons to verify whether their password is correct, staff can click on the Other menu in the patron account and select Test Password.

Or, go to Circulation → Verify Credentials and enter the relevant patron information and click the Verify button.

Resetting Patron’s Password

A patron’s password may be reset from the OPAC or through the staff client. To reset the password from the staff client, retrieve the patron record and open the edit tab as described in the section Searching for Patrons.

1. Enter the desired password conforming to your library's policy or patron request. As an alternative, you may select the Generate Password button next to the Password field.
2. A new number will populate the Password text box. Note the new password.
3. Save the patron record.
4. The screen will refresh and the new password will be suppressed from view.