Resolve a Verify Patron block

Your library may allow patrons to register online through the PAC. The patron receives a temporary barcode to use for placing requests, and a new patron record is created with a Verify Patron block. This block alerts staff that the record needs to be reviewed and a permanent barcode assigned. An automatic email message alerts designated library staff members that a patron has self-registered. A similar process occurs if your library allows patrons to update their account information through the PAC. Your library may also place a Verify Patron block on patron records created through express registration Entering patron information during the check-out process as a service to new, unregistered patrons., and on registrations renewed through Polaris ExpressCheck. Patron records created offline also receive a Verify Patron block.

To review a new or updated record, modify it if necessary, and resolve the block:

1. Display the patron’s record in the Patron Registration workform, using one of the following methods:
   • Highlight the Verify patron message in the Patron Blocks dialog box, and press Enter.
   • On the Polaris Shortcut bar, select Patron Services > Patron Records to find and open the record. See Find patron services and related records.

     Note:
     The temporary barcodes that are created when patrons self-register begin with PACREG.

2. If necessary, type or scan a valid patron barcode in the Barcode box.
3. If you want to change the patron code, select another code in the Patron code box.
4. If you want to change the statistical code, select another code in the Statistical class box.
5. Make any additional settings, such as Expiration Date, that your library may require.
6. Select File > Save to save the record. The Verify Patron block message appears.
7. Click Remove Block. The record is saved, and the block is removed.

   Note:
   You can also delete the Verify Patron block from the Patron Status workform - General view at any time. See Delete a patron block.

Related Information

• Verify Patron Data report - Run the Verify Patron Data report to list patrons with Verify Patron blocks. See Patron Registration Reports.
• Express registration block - A Polaris Administration setting controls whether a Verify Patron block is placed on a patron record created through express registration. See Setting Express Registration Defaults and Requirements.
• Setting Polaris to permit patron self-registration and updates - SeeSetting Up Patron Account Access and Options.