Page 64 - M5 User Guide

Creating a New Special Reserve Group

Patron Members. On this page, add and remove patron members.
1. In the Display list, select All Patrons. This displays a list of all patrons, not just patrons currently
assigned to this group.
2. Select each patron you want to add to the special reserve group. To locate specific patrons:
• On the side menu, click Search. This displays the Search page.

• Type your search query into the appropriate boxes. To select a different MARC field or

Boolean operator, click the arrow next to the appropriate list, and then select the preferred field
or operator. Then click Search. This displays a list of patrons matching your search query.

3. When all desired patrons are selected, click Add. This displays the new group with its assigned
patrons.
4. Click Apply to save your entries on this page, then click Group Access in the side menu and
proceed to the next section.

Tip: You can also scan patrons into the group. To do so, select Scan Patrons
into Current Group in the Display list. Then scan the patron’s barcode or type
the barcode in the Barcode box.

Tip: Click Select All at the bottom of the list to select all patrons listed.

Group Access. On this page, specify which patron groups you want to have access to this group.
1. To make change the group access, select the check box. Repeat this for all groups that you want to
have access to this special reserve group.

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