HomeCirculationPatron GroupsUsing Patron or Family Groups in Evergreen

12.1. Using Patron or Family Groups in Evergreen

Patron accounts may be grouped to allow staff to more easily retrieve multiple accounts for one family, such as a guardian and dependent child

To create a group at registration, register one member of the group and selecting the Save and Clone button.

Here's a video that walks through creating group members at registration

https://tinytake.s3.amazonaws.com/pulse/lugene-sparkpa/attachments/10376626/TinyTake15-04-2019-02-21-47.mp4

To group patron accounts after registration, retrieve all the patron accounts you wish to group. Do this by opening each account in separate tab.(To open multiple tabs, right-click on each patron barcode and select Open in new tab. Copy the barcode from the first child account, then open the parent account.)

Select the Other tab located at the top of the window, below the green bar and choose Group Member Details from the drop down menu.

If you find that no patron information loads in the grid, refresh your screen using the symbol located on the top to the left of the browser's URL field. Refreshing your screen should then populate patron information in the grid area found in the middle of the screen. If no patrons are grouped yet, only the current patron's information should be listed. In order to see any options in the Actions menu, you must select the patron by clicking in the line item or checking the box found at the left side of the grid. 

Select Move Another Patron To This Group, from the Actions menu.

Paste the barcode from the child account that you copied previously.

Confirm this action by selecting Move User.

After confirm this action, you should see both patrons displayed in the Group Member Details grid. If the grid is empty, refresh your screen and both patrons should appear. Repeat as needed to add any additional child accounts.

Here's a link to a walk through video for creating groups from existing accounts-

https://tinytake.s3.amazonaws.com/pulse/lugene-sparkpa/attachments/10376530/TinyTake15-04-2019-02-13-43.mp4

 

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