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Adding New Patron Records
To add a new patron record: (Patrons)
Searching Patron Records
Searching for patron records is very similar to searching for catalog records. You can use basic searching or advanced searching techniques. (Patrons)
Editing Patron Records
After searching and displaying a find set of patron records you can edit a record and save. (Patrons)
Adding Patron Photo
You can add a patron photo to a patron record. Photos are displayed when displaying the patron record and also when (Patrons)
Deleting Patron Records
To delete a patron record: (Patrons)
Importing Patron Records
It is easy to import patron records into LibraryWorld.com by using a plain text tab delimited data file. An Excel file template is available to guide you through the process. See below to download the Importing Patron Records instruction sheet and the Excel file template. (Patrons)
Can I export my patron records?
Yes. In the Patron module, create a findset of records you wish to export, or click on the Show All link to export all of the records. Select the Export link and then click on the Export button. When the export process is done, click the Download button. The file of patron records in tab-delimited format will be downloaded to your computer. You can view the exported records in a spreadsheet program like MS Excel. (Patrons)
Can I view my exported patron records in a spreadsheet format?
Yes. Launch your spreadsheet program. Using the File Open command, open the exported patron file. (Patrons)
Patron Transaction Email
When viewing a patron record, you can now send the patron a transaction report by email. The report will include out, hold, reserve and fine records for the patron you are viewing. (Patrons)