Patron Groups

 
Each patron record must be assigned to a group to establish circulation privileges. Patron groups may exist for many patron types, such as general, VIP, volunteer, or staff member. The following settings are established in the patron group:
 
  • General – establishes identification information such as name, description, and card expiration
  • Circulation Blocks – customizes the patron group’s rights to add, modify, place, remove, and override messages
  • Circulation Limits – customizes the circulation quantity limits for the patron group
  • Circulation Access – sets the rights of group members to access Circulation functions
  • OPAC Access – sets the rights of group members to access My Account and other features available in the OPAC
  • Cataloging Access – sets the rights of group members to access Cataloging functions
  • Utilities – sets access privileges for Inventory, Report Generator, Configuration Editor, and Group Editor functions
  • Members – displays, adds group members to or removes from the group; allows for editing of individual member records
  • Item Group Overrides – overrides item parameters for the specific patron group
  • Group Access – specifies which patron groups have access to the group, as well as the default patron and item groups created by members of this group