Creating a Group of Linked Patrons

To create a group of linked patrons:

  1. Retrieve one of the patron records you want to add to the group.
  2. Choose the Linked Patrons tab or choose Go | Circulation | Circulation Desk | Linked Patrons.The patron's linked patrons group displays.
    • If the tab is empty, the patron does not currently belong to a linked patrons group, and you can proceed to the next step.
    • If the tab is not empty, the current patron already belongs to a linked patrons group. If you want to create a new linked patrons group containing this patron, you must first remove the patron record from its current linked patrons group.
  3. To link the current patron record to another patron record, choose the Link button.
  4. Retrieve the record of the patron you want to link to the current patron. After you select the desired patron record, the system links the two patrons and updates the Linked Patrons tab to include both the current patron and the linked patron.
Linking to Existing Linked Patrons Groups

When linking a patron to the current patron, if you choose a patron that already belongs to a linked patrons group, the current patron is added to the linked patrons group that already exists. The system does not create a new linked patrons group.