Home → Circulation in Evergreen → Patron Record → Updating 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.
Expired patron accounts when initially retrieved – an alert stating that the “Patron account is EXPIRED.”
Open the patron record in edit mode as described in the section Updating Patron Information.
Navigate to the information field labeled Privilege Expiration Date. Enter a new date in this box. Or click the calendar icon, and a calendar widget will display to help you easily navigate to the desired date.
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.
Select the date using the calendar widget or key the date in manually. Click the Save button. The screen will refresh and the “expired” alerts on the account will be removed.
Note: Do NOT replace barcode or change the School permission group for StudentAccess accounts.
Retrieve the patron record as described in the section Searching Patrons.
Open the patron record in edit mode as described in the section Updating Patron Information.
Next to the Barcode field, select the Replace Barcode button.
This will clear the barcode field. Enter a new barcode and Save the record. 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. Retrieve the patron record as described in the section Searching Patrons. Open the patron record in edit mode as described in the section Updating Patron Information.
Select the See All button next to the Replace Barcode button. This will display the current and past barcodes associated with this account.
Check the box(es) for all barcodes that should be “active” for the patron. An “active” barcode may be used for circulation transactions. A patron may have more than one “active” barcode. Only one barcode may be designated “primary.” The “primary” barcode displays in the patron’s summary information in the Library Card field.
Once you have modified the patron barcode(s), Save the patron record. If you modified the “primary” barcode, the new primary barcode will display in the patron summary screen.
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.
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.
(It is always important to verify the patron's identity before changing any patron information.) 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.
A new number will populate the Password text box. Make note of the new password and Save the patron record. The screen will refresh and the new password will be suppressed from view.
A patron may be barred from circulation activities as determined by your library leadership. To do so, retrieve the patron record and check the box for Barred in the patron account. This requires Circ Lead permissions.
Save the user. The screen will refresh.
To unbar a patron, uncheck the Barred checkbox.
Note: Barring a patron from one library bars that patron from all consortium member libraries, so should be used sparingly.
Barred: Stops patrons from using their library cards; alerts the staff that the patron is banned/barred from the library. The “check-out” functionality is disabled for barred patrons (NO option to override – the checkout window is unusable and the bar must be removed from the account before the patron is able to checkout items). These patrons may still log in to the OPAC to view their accounts.
Blocked: Often, these are system-generated blocks on patron accounts.
Some examples:
A notice appears when a staff person tries to checkout an item to blocked patrons, but staff may be given permissions to override blocks.
When a patron is reported to be deceased, moved to nursing home, etc. and will no longer be using their library account, it is recommended that staff place an alert on the card with the appropriate message, such as “PATRON DECEASED”, and the date that the card holder was reported deceased. It may also be helpful to note the name of the person making the report to staff and their relationship to the patron. It is necessary to mark the patron account inactive (uncheck the Active box) and possibly Barred (as above) to prevent fraudulent usage and identify the account for purging from the database in future.