Page 44 - M5 User Guide
P. 44

Creating a New Patron Group

























        Edit. On this page, enter identification information for the group.
                1. In the Name box, type a distinguishing name for the patron group.
                2. In the Description box, type any information needed to describe this group. This will display on the
                main Group Editor page.
                3. The Created by Patron Group box displays the patron group of the user that created this group.
                Only administrators can modify this entry.
                4. In the Card Expiration Period box, type or select the number of days a library card issued to a
                member of this patron group remains valid before requiring renewal.
                5. Click Apply to save your entries on this page, then click Circ Blocks in the side menu and proceed to
                the next section.
        Note: When a new patron record is added to the system, the record is assigned
        to a patron group. In many libraries, the unique barcode for that patron is placed
        on the person’s library card. The library card’s expiration  date is calculated from
        the number of days entered in the Card Expiration Period box, using the date the
        new patron record was created as day one.

        Circ Blocks. On this page, customize the patron group's rights to add, modify, place, remove, and override
        system messages. Typically, selected library staff members require such rights - general patrons do not.
                1. Select the functions needed by members of this patron group:
                       • Add, Edit, and Delete Messages allows group members to add, edit, and delete patron and

                       item messages.
                       • Attach and Detach Information Blocks allows group members to attach and detach

                       messages assigned the information block type.
                       • Attach and Detach Nudge Blocks allows group members to attach and detach messages

                       assigned the nudge block type.
                       • Attach, Detach, and Override Privilege Blocks allows group members to attach, detach, or

                       override messages assigned the privilege block type.
                       • Attach, Detach, and Override Blocking Blocks allows group members to attach, detach, or

                       override messages assigned the blocking block type.
                2. Click Apply to save your entries on this page, then click Circ Limits in the side menu and proceed
                to the next section.






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