Add a New Associated Patron

To add a new associated patron to a patron’s record:

1. Open the patron record.

2. Select More | Associations.

   The Associations view opens.

   

3. Click New Association.

The area below the button expands.

4. Scan the patron’s barcode, or choose FIND TOOL to search for and choose the patron.

The patron’s barcode and name are displayed in the expanded area.

5. To add an optional note, type a note in the NOTE box.
6. If applicable, choose additional patrons to associate with the displayed patron record.
7. To block the patron if the associated patron is blocked, choose Block me if these patron records are blocked.
8. To allow the patron to pick up held items for the new associated patron, choose Allow me to pick up holds for these patrons.
9. Click ADD to add the associated patron(s).

The new associated patron or patrons appear in the associations list.