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3.3. Patron Account Tabs
Last Updated 08/27/2025
Navigating Existing Patron Accounts: the Information Pane
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The patron account features various tabs for checking out items, viewing checked out items, viewing and placig holds, bills, notes, and managing the patron's personal information. The Items Out tab shows the total number of items checked out, while the Holds tab shows the number of holds available for pickup and active hold requests. The Bills tab allows staff to check the status of current bills, create new bills, take payments, and view billing history. The Notes tab allows staff to check silent notes, archive and delete existing notes, and create new notes. The Edit tab allows staff to make changes to the patron's information, including creating a new barcode/library card.
Details about a patron's current checkouts, hold requests, personally identifying information, and bills can all be found by navigating the tabs in a patron's account. Some tabs include basic information in the tab label.
- Items Out tab includes the total number of items currently checked out, incluidng special circulations.
- Holds tab includes two numbers: The first shows the number of holds available for pickup. The second shows the total number of active hold requests, regardless of the status.
- Bills tab includes the totalamount currently due.
- Notes tab includes the number of silent alerts, standard alerts, and blocking alerts active on the account.
Check Out Tab
The first tab in the patron account is the checkout tab. This is where you can check items out to a patron by scanning the item barcode. If there are no laerts. blocks, or other messages, this is the default page you will land on when entering a patron's account, whether from the checkout function, or the patron search results.
Special functions available in the Checkout Tab
- Set a specific due date
- Add Item Alerts
Items Out Tab
The second tab in the patron account is the Items Out tab. This tab includes three sub-tabs:
- Items Checked Out: See a list of all items currently checked out. Adjust the grid to include relevant details about the checkout, such as barcode, due date, fines owed, and more.
- Other/Special Circulations: Lost and Claims Returned items are listed in this tab.
- Non-Cataloged Circulations: Any checkout of non-cataloged items, such as paperback books from a paperback exchange, puzzles, and magazines will show up here, with each line in the grid listing the type of non-cataloged item checked out and the number of items.
Special functions available in the Items Out Tab
Staff can perform a variety of actions on checked out items from this tab (sepcifically in the Items Checked Out sub-tab). All the actions can be found in the drop-down Action Menu.
- Print Item Receipt
- Edit Due Date
- Mark Damaged
- Mark Lost (By Patron)
- Mark Claims Returned
- Mark Claims Never Checked Out
- Renew
- Renew All
- Renew with a Specific Due Date
- Check In
- Add Billing
- Show Last Few Circulations
- Show Triggered Events
Holds Tab
The Holds tab includes two sub-tabs:
- Open Hold Requests
- Recently Cancelled Holds
From within both sub-tabs, staff can use button to perform two main actions:
- Place Hold: Click this button to create a new hold request. You will be re-directed to the catalog search. (For more details about this process, see page about placing a hold.)
- Detail View: Select an item from the grid and click this button to see details about the hold, including the hold type and request date, information about targeted copies, and notes and notifications. Staff also have the option to add new notes and records of notifications from this interface (For more details about this process, see page about hold management in the patron account.)
Special functions available in the Holds Tab
Staff can perform a variety of further actions on holds. All the actions can be found in the drop-down Action Menu.
- Show Last Few Circulations (only available if a copy has been targeted)
- Show Holds for Title
- Set Desired Item Quality
- Edit Pickup Library
- Edit Notification Settings
- Edit Hold Dates
- Activate
- Suspend
- Set Top of Queue
- Un-Set Top of Queue
- Transfer to Marked Title
- Mark Item Damaged
- Mark Item Discard/Weed
- Mark Item Missing
- FInd Another Target
- Cancel Hold
Bills Tab
The Bills tab allows staff to check on the status of current bills, create new bills, take payments for bills, and view billing history. The page includes three panes:
- Billing Summary: In the top left, you can see the total amount owed, billed, and paid, as well as further details for selected billing line items and pending payments.
- Pay Bill: In the top right, you an take payments for bills via cash, check, credit card (if your library is set up to accept credit card payments), or using a variety of non-payment options. For more details on taking paymnets see the page on paying bills.
- Billing Grid: At the bottom of the page, you can see each billing line item. Like most grids in Evergreen, you can add and remove visible fields.
Button Actions Available in the Bills Tab
Within the Bills tab, you can perform three main actions using buttons.
- Bill Patrons
- History
- Check All Refunds
Special functions available in the Bills Tab
Staff can perform a variety of further actions on holds. All the actions can be found in the drop-down Action Menu.
- Print Bills
- Void All Billings
- Adjust to Zero
- Refund
- Add Billing
- Full Details
Notes Tab
The Notes tab allows staff to check silent notes, archive and delete existing notes of all kinds, and create new notes. You can find more details about this process in the Staff Generated Notes and Alerts page.
There are two grids available in this tab:
- Notes: In this section you can read, edit, archive, and delete current notes, or create a new note using the button.
- Archived Notes: In this section, you can view or un-archive older notes that have been archived but not removed. You can set a date range during which you want to see archvied notes.
Edit Tab
The Edit tab allows staff to make changes to the patron's infomraiton, including creatinga new barcode/library card, as well as updating name, contact infomormation, and address. You can find more details about editing a patron account in the Editing and Updating Patron Account page.
Button Actions Available in the Edit Tab
Within the Edit tab, you can perform several actions using buttons.
Barcode Buttons
- Replace Barcode: Provide a paron with a new card by clicking this button and scanning the barcode for the new card in the Barcode field.
- See All: Click this button to see a list of all barcodes a patron has had. YOu can re-activate old barcodes, and even allow a patron to have more than one active card.
Password Buttons
- Password Hint: Get details about the specific requirements for different password types.
- Generate Password: Create a random password. For library systems that use the last four digits of a phone number to create a PIN, this is a good way to generate a PIN for patrons who don't have a phone number.
- Send Password Reset Link: If a patron has forgotten their PIN, you can't look it up for them, but you can send them an email with a link allowing them to reset their own PIN.
Contact Info Buttons
- Send Test Email: If a patron is not receiving email notifications, you can test that Evergreen is sending messages correctly by clicking this button. If the patron does not recieve the test email, their email address does not work. (Have them check SPAM before invalidating.)
- Invalidate: If, after testing the email address or phone number, you have determined that it doesn't work, you can click the Invalidate button for either contact method to delete the corresponding field. This will automatically create an alert on the account, prompting staff during circulation transactions to ask for new contact information.
Profile Buttons
- Secondary Groups: This button is only used for staff login accounts. Do Not Use for Patrons.
- Update Expiry Date: When updating an expired account, you can automatically update it for the default three year period by clicking this button. You can also update the expiration date to a specific date by clicking on the calendar widget.
User Setting Buttons
- Default Hold Pickup Location: You can change the hold pickup location manually from the drop-down menu in the field, or you can clear it and leave it blank to be set each time a hold is requested by clicking this button.