Add a Patron Code
To add a patron code in the Patron Codes policy table:
Important:
Add patron codes carefully because you cannot delete patron code entries using the Polaris Administration tools. However, the system administrator can change the Patron Codes table using SQL Server’s Query Analyzer.
- In the Administration Explorer tree view, open the Policy Tables folder for the organization, and select Patron Codes. The Patron Codes policy table is displayed in the details view.
- Click
to display the Insert: Patron Codes dialog box.
- Type text describing the new patron code in the Description box.
The text can be a code, mnemonic, abbreviation, or full description. Be aware that your entry will be displayed as a selection in the Patron Code field of all records that use this field, and will be displayed to the patron on the PAC patron account page.
- Click OK on the dialog box. The Patron Codes table appears with the new patron code description. The status bar indicates that the modification is pending.
- Select File | Save to save your changes. The status bar indicates that the record is saved.
- Select the codes each organization wants to use. See Filter patron codes for specific organizations.
Related Information
- Modify a table entry - Select the entry and click . You should limit your changes to correcting spelling or using a different choice of words for the same patron type.
Important:
Any changes to an existing patron code are immediately applied to all records that are using the original code.
- Loan periods - Due dates are calculated based on specific patron code/loan period code combinations. See Defining Loan Period Durations.
- Fines - Fine amounts are calculated based on specific patron code/fine code combinations. See Setting Fine Amounts.
- Loan and request limits - Specific patron code/material type combinations determine loan and request limits. See Defining Loan and Request Limit Blocks.
- Patron statistical class codes - You can also set up patron statistical categories specifically for reporting purposes. These do not affect loan periods, fines, or loan and request limits. See Defining Patron Statistical Codes.
- Patron barcode formats - See Barcode Formats.