Defining Patron Account Features

Patron records store patron registration and account information. In Polaris Administration, you set up default values for patron records in the Polaris staff client, Leap and the PAC; criteria for detecting duplicate records; and criteria for deleting them. Additional settings affect patron accounting operations such as paying and waiving charges.

Note:
For information about setting up e-commerce (credit card processing) in the staff client, PAC, and Polaris ExpressCheck, see Setting Up E-Commerce.

See also:

• Defining Patron Codes
• Setting Up User-Defined Fields
• Setting Up Patron Custom Data Fields
• Setting Patron Registration Required Fields and Defaults
• Maintaining Patron Registration List Entries
• Setting Express Registration Defaults and Requirements
• Charging for Patron Registration
• Setting Patron Duplicate Detection
• Setting Reading History Options
• Setting Up Patron Messages
• Setting Up Patron Photos
• Setting Options for Deleting Patron Records
• Setting Patron Accounting Options
• Setting Payment Method Options
• Date Sources in Patron Records
• Removing Patron ID Information from Transaction Files