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Patrons Overview
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Patrons Overview
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File, Patrons
ResourceMateŽ allows you to enter the names of people and/or organizations that will be checking out items from your library or collection.
This form allows you to add, update or delete patron records in ResourceMateŽ.
To enter Patrons, click on File, Patrons or click on
Search for a particular patron
Title
Enter a title (Mr., Mrs., Dr., etc.). Entry of a title is optional. The company name, title, first name, last name, the first address line and grade must be unique.
First Name
Enter the person's first name. A company name, first name or last name must be entered. The company name, title, first name, last name, the first address line and grade must be unique.
Last Name
Enter the person's last name. A company name, first name or last name must be entered. The company name, title, first name, last name, the first address line and grade must be unique.
Company
Enter a company name. A company name, first name or last name must be entered. The company name, title, first name, last name, the first address line and grade must be unique.
Grade
Enter the student's grade (if you are using ResourceMateŽ in a school situation). The company name, title, first name, last name, the first address line and grade must be unique. At the end of the year / beginning of the new year you can Graduate students into the next grade.
Patron Group (Extended Circulation Add On Module only)
Click here to add this patron to a patron group. Platron Groups are add in Circulation, Extended circulation, Patron Groups
Membership Expiry (Extended Circulation Add On Module only)
Choose the date when this patron's membership expires.
(Extended Circulation Add On Module only)
(Extended Circulation Add On Module only)
Barcode (Plus version only)
To manually enter a bar code number into the system, type the numbers into the bar code number field and press the [TAB] key to move from field to field. It is not necessary to enter leading zeros, as these will be filled in when you press [TAB].
After the first bar code number has been entered, all additional bar code numbers can be automatically calculated by clicking the Next button. Ensure that the label you are attaching to the patron card is the same as the number calculated.
For Type 1 bar codes, the last digit is called the "check digit" and the program calculates it automatically. You do not need to enter this digit. ResourceMateŽ uses a Mod 10 check digit.
Student #
Enter the student number or press the NExt button to determine the next student number.
Address (two lines)
Enter the address. Entry of the address is optional. The company name, title, first name, last name, the first address line and grade must be unique.
Note (Plus):
If you are entering members of a family, you won't need to re-type address and phone information if you use "Assign to family" to link family members together.
City
Enter the city. Entry of the city is optional. You may want to consider a default value for city. Establish this in
Utilities, Field Settings, Patrons in the default value column for city.
Province / State
Enter the province or state. Entry of the province or state is optional.
Country
Enter the country. Entry of the country is optional.
Postal Code
Enter the postal or zip code. Entry of the postal or zip code is optional.
Family (Plus)
Patrons can be grouped in families. This is helpful when checking in items, generating overdue reports and paying fines.
Click this button when you are on a patron that you want to assign to a family.
Note:
Address and Phone information will be copied from the chosen Family Library Contact (if nothing entered for current patron)
This button will not be available if the current patron is already assigned to a family or the current patron is a Family Library Contact.
Click this button to add someone to this family.
Note:
This button will not be available if the current patron is being edited.
Click this button to remove the current person from the family they are assigned to.
Note:
This button will not be available if the curent patron is a Family Library Contact.
Phone (Work)
Enter the work phone number. Entry of the work phone number is optional.
Phone (Home)
Enter the home phone number. Entry of the home phone number is optional.
Phone (Cell)
Enter the cell phone number. Entry of the cell phone number is optional.
Fax
Enter the fax number. Entry of the fax number is optional.
Enter the E-mail address. Entry of the E-mail address is optional. If you want to send mail out reminders by e-mail, you will need to enter an e-mail address here. Patrons without an e-mail address will get a printed mail out reminder.
Comments Tab
Enter any comments or notes you want to store, search and report. The size of comments is only limited by disk space.
Circulation Tab
Click on this tab to see a list of currently checked out items. The Plus version will also show items this patron has checked out and returned. To see a list of all borrowers of an item, use the Circulation tab under File, Items instead.
As with any other grid, you can sort by any column displayed.
Note:
If you have upgraded from Regular to Plus, circulation history will only begin from when you upgraded to Plus. The Regular version does not store circulation history.
Audit Trail Tab (Add On Module)
Print Receipt
On the Actions sidebar on the left side, click on
Clicking this will print a receipt for the patron. The receipt always shows all items checked out (those checked out today and those still checked out) and their due dates. This receipt is a great reminder to the patron of the items he or she has checked out and when they are due back. You can access this feature on the Check Out / Check In screens as well.
You may use a dedicated receipt printer which uses narrow roll-fed paper, or you may print the receipt to your regular ResourceMateŽ printer (though it will only occupy a narrow column at the top left of the page). If you feel you need to modify the way your Receipts look, go to Reports, Reports Gallery, Checked out item Reports, highlight the "Checkout Receipt" report and click the Modify Report Layout button. Contact Jaywil Software if you need to include the special command that instructs your dedicated receipt printer to automatically cut each receipt after printing.
Actions Sidebar
Print receipt - Print a receipt for this patron. Make changes to the receipt by clickcing on Reports, Receipt Templates.
Add Waiting Record...
Refresh Data - click if you suspect the information you see may not be up to date (Multi-user setup).
Spell Check Sidebar (Add On Module)
click this button to spell check all character fields in this patron's information. Exclude fields by clicking on Utilities, Field Settings.
Check this box to always Spell Check when you click on the Save button.
Customize Sidebar
Click here to change the sort order. A list of available sort orders will appear.
New
Click this button to add a new patron.
Delete
The resource type will be deleted unless
this patron has items checked out
this patron is still on the waiting list.
Save
At any time you can click on this button to save your changes.
Cancel
Click the Cancel button to cancel the changes you have made to the patron. This will return the patron to the way it was before the most recent changes were saved.
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