Knox College Library Policies and Procedures
Knox College Library Policies and Procedures
After entering search criteria to find a patron record you will see a list of users. Click on the name of the user/borrower to edit the patron's record. The record opens and you will see tabs across the top of the record.
If you see a corner of a tab turned down, that means there is information on the tab. For example, for the patron record showing tabs displayed below, we know there are no notes for this user because the corner on the Notes tab is not turned down. There is information in the Contact Information, Identifies, and History tabs.
General Information tab
Most of the information on the "General Information" tab will be grayed out, meaning it is not editable. This information is only editable by the automatic patron load process (the exception is for community borrowers, whose records are completely editable).
Contact Information tab
For Knox faculty, staff, and students the information under the "Contact Information" tab is not editable because this information gets updated in the automatic patron load process. Contact information for community borrowers is editable.
Identifiers tab
The user's barcode is displayed under this tab. You cannot change the barcode, but it may be possible to add an additional barcode--contact the Alma system administrator.
Notes tab
View, edit, add, and delete patron notes under the Notes tab. See the "Managing Patron Notes" page for more information.
Blocks tab
Any blocks on the user's record appear here. Contact a Circulation supervisor or a librarian to add or remove blocks.
Fines/Fees tab
Fines and fees appear here. Contact a Circulation supervisor or a librarian to add or remove fines/fees.
Statistics tab
We don't currently use this feature.
Attachments tab
Any notices sent to a patron appear under this tab. Notices that appear here can be resent to the patron.
Proxy For tab
We don't currently use this feature.
History tab
All activity on the user's record is recorded in the History tab. This is informational only.
Click the SAVE button after editing a patron record.