Edit a Patron

Typically, you edit a patron when patrons:

• Transfer to or from another location (school or public library)
• Alert you to incorrect information in their records

Edit a Patron

1. Select Back Office > Manage Patrons.
2. In the Find field, type part of the patron's name or type in the first initial of their name with a wildcard (*).
3. (Optional) If you are a district-level user, you can search for patrons across the district. Select the Search across the district checkbox.
4. To complete the task for active patrons, select the Only Active Patrons checkbox.
5. Click Search.
   
6. From the list of patrons, find the patron you want to edit, and then click Edit. The Edit Patron page appears.
   

   Note: District users will see an +Add Additional Site button. When a site is added to a patron, the Site Information section lists the additional site. From this section, you can execute the transfer. To do so, click Transfer for the site you want to transfer the patron to.

7. Make the necessary edits.

   In the User Name field, use special characters^* to minimize the risk of patrons being considered duplicates or skipped during a patron import.

   ^* periods, dashes, underscores and apostrophes

   Examples:   jsmith, j.smith, j-smith, j_smith, j'smith are each considered different patrons.

8. To print a label when you save, select the Print Label on Save checkbox.

   Note: For more information, see Print Patron Barcodes.

9. (Optional) Edit address information, or add a picture.
   

   If you want to ...	Then ...
   Update address information	Click the Address sub-tab. Populate the information accordingly.
   Add a picture	Click the Picture sub-tab. Go to Patron Picture.

10. When you are done, click Save.