Set the Address Update Term
Use one of the following methods to set the address update term:
- Set a date according to the current date (such as two years from today) - Type a number in the first Address Check Term box, and select months or years in the second Term box. The exact date is automatically calculated and appears in the Address Check Date box.
- Type a specific date - Type the address check date in the format shown in the Date box. You can use the right arrow key to go from segment to segment of the date.
- Select a date from a calendar - Click the down arrow by the Date box and select the expiration date from the calendar.
See also:
- Updating the address check term - For information about setting a new address check term, see Updating Patron Registration Check Dates.
- Editing an address - To edit an address, for example when a patron moves, you use the same Add/Edit Address dialog box that you use to create addresses. Select the address in the Patron Registration workform - Addresses view, and click Edit...., or right-click the address and select Edit from the context menu.
Note:
You must have the permission Patron registration: Modify postal address fields to enter an entirely new city/state/country/postal code combination. Without this permission, you can only select an existing combination. See
- Deleting an address - To remove an address, such as when a patron no longer uses a business address, select the address in the Patron Registration workform - Addresses view, and click Remove. Or right-click the address and select Remove from the context menu.
- Patron updates from PAC - Your library may allow patrons to change their own addresses, as well as other information in their records, through Polaris PowerPAC and Mobile PAC. In this case, a staff member reviews the changes. See Resolve a Verify Patron block.
- Mailing labels - You can print patron mailing labels or export patron addresses to use in another application. See Creating Patron Mailing Labels.
- Scan driver’s license - California libraries with the appropriate Polaris license can scan a new patron’s driver’s license to enter basic information in a new patron record. See Scan driver’s license to enter patron information.