This guide explains how to manually create a patron record by entering patron details and selecting the appropriate patron type so the user can be properly managed within the circulation system.

Overview  

The process to create a patron record is the same whether the record is for library staff, teachers, parents, or students. The exception is the Patron Type selection. For example, if Student is the Patron Type selected, the Homeroom and Year fields are included in the Add/Edit screen. Logged in staff with the add/edit user privilege operations can create or edit patron records.  

How to manually create a Patron Record

1. Navigate to Circulation > Patrons
2. Click the add new  icon in the top left corner.
3. Enter the alias of the Patron, select the patron type for that patron, and click the add icon or the Add button. The Patron details screen will appear.
4. Complete as many fields as possible in the screen.  
5. Once all details have been completed click the Save button. 
6. In the resulting screen, check that all the details are correct.