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. Select New Association.

The area below the button expands.

4. Scan the patron’s barcode, or select FIND TOOL to search for and select 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, select additional patrons to associate with the displayed patron record.
7. To block the patron if the associated patron is blocked, select Block me if these patron records are blocked.
8. To allow the patron to pick up held items for the new associated patron, select Allow me to pick up holds for these patrons.
9. Select ADD to add the associated patron(s).

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