Chapter 6. Updating Patron Information

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

Select Edit from the options that display at the top of the patron record.

Patron edit with summary display

Edit information as required. When finished, select Save. If you attempt to close out of the patron account before the information is received, an alert will display.

circulation_patron_records 10

Select OK to continue or Cancel to return to the editing form.

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

Tip

  • You can resize the patron summary pane, or collapse and expand it using the button on the right border of the pane.
  • 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.