Express-Register a New Patron at Check-Out
With the appropriate Circulation permission (Patron registration: Create express registration Entering patron information during the check-out process as a service to new, unregistered patrons. record), and if express registration is enabled for your branch, you can register a patron from the Check Out workform. The new patron can check out items immediately upon registering, but your library may have a block placed automatically on the new patron record so that the registration information is reviewed and the block cleared before further circulation transactions occur.
To register a patron at check-out:
- Select Circulation, Check Out to display the Check Out workform.
- Select Tools, Express Registration, click
, or press CTRL+G. The Express Registration workform appears. The Express Registration workform has the same fields as the Patron Registration workform, but your library specifies values that automatically appear on the Express Registration workform and required fields.
Tip:
Tab between boxes on the workform to speed data entry. In each drop-down box, you can type the first letter of an option, rather than selecting it from the list.
- Fill in the workform with the appropriate data (see Create a patron record).
Note:
These fields are always required: Barcode; Last name; First name; Registered at; Patron code; Expiration term/date; Address check term/date; Notification option and corresponding notification field (for example, Voice phone 1 and the telephone number).Your library may require additional fields. Required fields are displayed in bold type.
- Select File | Save or press CTRL+S to save the record. The Check Out workform appears with the Patron barcode, Name, and Registered at boxes filled in, and you can continue checking out the item.
Related Information
Express registration blocks - A Polaris Administration setting controls whether a Verify Patron block is placed on a patron record created through express registration.