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3.2. Patron Information Pane
Last Updated 08/04/2025
Navigating Existing Patron Accounts: the Information Pane
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Patron accounts provide a comprehensive view of a patron's transactions, including checkouts, hold requests, and bills. The left-hand information pane displays a summary of the patron's details, including their name, alerts, account data, circulation data, and personally identifying information. The system is designed to be user-friendly and efficient, allowing for quick access to patron information.
Patron accounts include all of the information about a patron, including their current checkouts, hold requests, personally identifying information, and bills. Details about all of these data points are available by navigating the tabs in the account, but a quick overview is available immediately upon accessing the account in the left hand pane. It's also possible to see this information while still in the patron search screen by clicking on the line for the patron in the search results, but NOT on the hyperlinked barcode.
Left Hand Information Pane
When you retireve a patron's account, a summary of all the details stored in the account appears in the left hand pane.
Name: When the name is in red, it means there are issues with the account that may need to be addressed before you can conduct transactions.
Alerts: Notes that require action on the part of the circulation staff or patron will appear under the patron's name.
Account Data: The patron's profile, home library, date of birth, and parent/guardian (if a minor) are all included in this section. Additionally, dates for the account's last activity, last update, create date, expiration date, and last password change date are included here.
Circulation Data: A snapshot of information about the patron's current circulation transactions, including amount of fines owed, fines owed by any grouped accounts, number of items out, number of items overdue and long overdue, number of items claimed returned, number of items lost, number of non-cataloged checkouts, and total number of current hold requests, as well as how many of those requests are currently ready for pickup.
Personally Identifying Information: This section includes information for finding the patron in the system, including Barcode and username, as well as daytime phone number and email address. Due to North Carolina's restrictions on how PII can be stored, the ID fields should be blank.
Address: The patron's mailing address is found at the bottom of the left-hand pane.