Organization Records
If your library has acquired the Organization Record product, you can create patron records that represent businesses or institutions instead of individual patrons. You can then link multiple patron records to a single organization record for billing purposes.
Setting Up Organization Records
When you are ready to start using Organization Records, contact Innovative. You will need to specify the value or values from the Patron Types table that represent organization records. Do not assign these P TYPE number(s) to any other patron records. If your library is using only one P TYPE number to identify organization records, label that P TYPE value "organization record." If your library is using more than one P TYPE number to identify organization records, label the P TYPE value with the name of the organization that the number will be used to identify.
Creating Organization Records
To create a new organization record:
- Create a patron record.
- Enter the organization's name in the NAME field of the patron record. Enter the organization's billing address in the ADDRESS field.
- Enter a BARCODE field in the patron record.
- Assign the record a P TYPE number that identifies it as an organization record.
Linking Patrons to Organizations
To link a patron record to an organization record: