Add a patron

Select Back Office > Manage Patrons

Typically, you add a patron when:

• you do not have a data source system, such as a student information system
• a student/patron is not currently in the data source system

District level users District level users can add a patron to an additional site(s). This is needed when a patron(s) is taking a class at another site in the district. The patron can be transferred to the additional sites added. See step 4 below.

To add a patron

In the User Name field, use special characters* to minimize the risk of patrons being considered duplicates or skipped during a patron import.

* periods, dashes, underscores, and apostrophes

examples   jsmith, j.smith, j-smith, j_smith, j'smith are each considered different patrons.

important If there is a resource site and you select Access Level, then the Resource Group list box appears to make selections.

For more details, see access levels and resource groups.

1. If you are not on the Manage Patron page, then follow the steps in the blue title bar.

2. Select New Patron > General tab.
3. Populate the patron information accordingly.
   
   District User If you are logged in as a District User, you will see an +Add Additional Site button. When a site(s) is added to a patron, the Site Information section lists the additional site. From this section, you can execute the transfer. To do so, for the site you want to transfer the patron to, click Transfer.
4. Do you want to add Address or Picture information?
   
   

   If you want to add ...	Then ...
   Address information	Select the Address tab. Populate the information accordingly.
   Picture information	Select the Picture tab. Go to Patron Picture.

5. When you are done, click Save.