2.7 GLOBAL PATRON INFORMATION
The Global Patron Information pane has two tabs:
Global Patron Details and Global Blocks and Notes.
Update
Click Update to save changes.
Refresh
In order to display values that come from counters(Web Service Module / Setup Services - Counter), click Refresh.
Letter
Click Letter to print a letter to a patron. You will be able to select from a number of letter formats defined by your Library. This function is also used to print the patron's circulation list and library card.
Check
Click Check to verify whether or not the patron is blocked from loaning items.
If he is blocked the reason/s will be displayed.
Update Picture
Click Update Patron to add a new picture or update the current one. See below for more details.
2.7.1 Global Patron Details Tab
Open Date
Mandatory. This is the date that the global patron record was created. The date is filled in automatically by the system.
Update Date
Mandatory. This date is the last date the global patron information was changed.
When creating a new patron, the Open Date and Update Date are identical. The date is filled in automatically by the system.
Patron ID
Mandatory. The patron ID may be up to 12 alphanumeric characters and it is a unique value.
It is filled in automatically and cannot be changed.
Pincode
The pincode may be used for an additional security check beyond that provided by the patron barcode and may be used signing in to the Web OPAC.
Barcode
The patron barcode may be up to 20 alphanumeric characters and is a
unique value.
Barcode Verification
This verification can be created here.
Name
Mandatory. The name may be up to 100 characters. Enter the name as it should appear in
the alphabetical list of patrons. Many libraries use the format "Last
name First name". For example, Smith John.
Title
Optional.
This is the form of address, such as Ms. or Professor. The Title may be up to
10 characters.
Date of Birth
Optional.
This field is set to 00/00/0000 by default.
Language
Mandatory.
This is the language to be used for correspondence with the patron. If the Language field is left empty,the first entry from the drop-down list is filled in automatically.
Home Library
Optional. This is the patron's preferred sublibrary.
Click on
, to send an e-mail message to the patron. The patron's e-mail address will automatically be inserted in the To field.
Patron Picture
A picture of the patron can be displayed in the patron record in the GUI.
A file containing the picture (Format:*.jpg, *.jpeg, *.gif, *.bmp,*.jif, *.rle or *dib.) must be present on the relevant location on the
server: Directory: ../data/photos/
Please note that the picture window is square. If the original picture is not,
the picture is compressed to fit into the GUI picture window. For an optimal result use picture
at a ratio of 1:1 (Width x Height)
A picture can be added or updated by clicking the Update Picture button.
This opens the dialog box show below.
Clicking on the Browse button opens a dialog box which enables
you to load a picture file from the local PC or from the network for preview.
After confirming by clicking OK, the new picture file is saved on the server in the bor_pics directory of the user library (for example, ../data/photos/).
The picture file is automatically renamed. The new name is <patron ID>.<original file extension>. For example, if a file such as "mypicture.jpg" is loaded for patron 123456, the new file will be "B123456.jpg". Note that at this point, all other picture files of that patron are deleted (for example, "B123456.gif").
When the system finds the file with the patron ID, the picture will be displayed.
When the system finds several files, it takes the first match it finds.
If User ID files are not be found, the anybody.jpg. file will be used as default by the system.
If the file ist not in ../data/photos/ directory, the ..\alephcom\bmp\DefBor.gif file will be used by the system.
If patrons will be deleted (Web Service Module / Circulation Menu / Items / Deletion - Borrower Record), the pictures will not automatically deleted but.The pictures will not be displayed, because Patrons Ids are not in Alephino.
If you want to delete the pictures, click the rolling eyes und use the Jobs report to delete the picture files:
JOB 000031 PURGE 2006/03/28 09:51:39 START
..
17: record deleted
23: record deleted
25: record deleted
28: record deleted
2006/03/28 09:51:40 33 records read
2006/03/28 09:51:40 4 records deleted
JOB 000031 PURGE 2006/03/28 09:51:40 END
2.7.2 Global Blocks and Notes Tab
All the fields in this tab are optional.
Global Block 1, 2 & 3
These are reasons why the patron may be denied privileges (loan, hold,
etc.). One reason may be, for example, vandalizing property. When the patron
tries to borrow an item, the system will check for blocks and if there
are any, the reasons will be displayed to the librarian. The Block field
consists of a 2-character code, and a note of up to 200 characters.
Global Note 1, 2 and 3
You may enter any additional information such as special interests. You may
enter up to 100 characters in each field. Alternately, you may choose from
a list by clicking the button to the right of the field.
2.8.2 Local Patron Details Tab
The following fields are available:
The Patron ID, Barcode, Title, Name and Sublibrary fields are for display only. The information may only be changed on the Global Patron Information tab.
Patron Status
Patron status is a category of patrons for which a default set of patron
privileges have been defined by your Setup (Client).
After selecting a status for the patron, you may have the system
automatically assign an expiration date and privileges by clicking Get
Defaults.
Expiration Date
This is the date until which the patron privileges in the selected
sublibrary are in effect.
You may assign an expiration date manually, or, as soon as you select a status
for the patron, you may have the system automatically assign an expiration
date by clicking Get Defaults.
Patron Type
This field specifies the type of patron and is for information purposes only.
It does not affect the patron's ability to perform transactions.
Cash Limit
This is the maximum amount of money the patron may owe before he is
prevented from borrowing additional items. If the patron attempts to borrow an item once this limit is reached, the system will block him and send an alert to the librarian saying
that the patron owes money.
Web OPAC Message
The Web OPAC Message field allows communication with the patron through
the Web OPAC. You can enter a message of up to 80 characters.
There can be a separate message for each of the patron's local records.
The field can be edited both from the Web OPAC Message field in
the GUI and the Message screen in the Web OPAC.
2.8.3 Local Blocks and Notes
Local Block 1, 2 and 3
Any block code you assign prevents the patron from performing certain transactions. The system blocks him and sends an alert to the librarian. The block
code is displayed for the librarian's reference. The patron is prevented
from performing transactions only at that specific sublibrary. This does
not affect the other local records of this patron.
If both the local patron and the librarian have override privileges,
the librarian may override the restriction.
Local Block Note 1, 2 and 3
This field is optional. If you enter a note, it will be displayed along
with the block code above whenever a patron is blocked.
(See Local Block 1, 2 and 3 above).
If you leave this field empty, the system will enter the block note as set
in the table that defines block codes.
Local Block Date
This is the date until which the patron is prevented from
various circulation activities.
Local Note 1, 2 and 3
This information is optional. Any note you enter will only be displayed
here on the Local Blocks and Notes tab.
2.8.4 Local Privileges Tab
The patron's local privileges define the scope of activities that the
patron can perform in the selected sublibrary.
The privileges defined here will apply to the patron
if he does not have blocks.
Loan
This field determines whether or not the patron may borrow
material from the library.
Renewal
This field determines whether or not the patron may renew a loan. Note that
an item may not be renewed if there is a hold request for it.
Hold Request
This field determines whether or not the patron may put a hold
request on material from the selected sublibrary, provided the item
is requestable.
Multiple Hold Requests
This field determines whether or not the patron may place more than one hold
request for the same item.
Self loan (WWW OPAC)
If you select Yes, the patron can perform a loan from the WEB-Opac.
This function is for libraries, which enables the user to loan items at non-opening hours.
Self return (WWW OPAC)
If you select Yes, the patron can perform a return from the WEB-Opac.
This function is for libraries, which enables the user to return items at non-opening hours.
Override Privilege
The system automatically stops a patron from borrowing materials if
there are blocks such as overdue items, or limitations such as having
already taken on loan his quota of items. If you check Yes to Override
Privileges, the librarian will still be able to loan material to the patron
in spite of these blocks.
Late Return Ignored
If you check Yes, the patron will not receive a fine for returning material
late and no late return message will be displayed.
Allow Hold on Available Item
This field determines whether or not the patron may place a hold request on an
item that is available on an open shelf (that is, the item is not on loan).
User profile
You can determine if the patron may create some profile from the WEB-OPAC.
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button. 
button sends the value entered in the Patron field to the server.
icon on the far right.
