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Add New Patron/User

  1. Navigate to Patron Management: Look for the section labeled "Patrons" or "Patron Management." This is typically located in the main menu or sidebar.

  2. Add Patron/User: Click on the option to add a new patron or user. This may be labeled as "Add Patron," "New Patron," or similar.

  3. Fill in Patron Information: Complete the patron registration form with the required information. This may include:

    • Name: First name, last name, and any additional name fields.
    • Contact Information: Address, phone number, email address.
    • Additional Details: Date of birth, patron category, any custom fields as required by your library.
    • Username and Password: If your system requires patrons to have login credentials, set up a username and password for the new patron.
  4. Set Borrowing Privileges: Define borrowing privileges for the new patron. This includes setting loan periods, borrowing limits, and any restrictions based on patron category or library policies.

  5. Save Patron Record: Once you've filled in the necessary information and configured borrowing privileges, save the new patron record. This may be done by clicking a "Save" or "Submit" button at the bottom of the form.

  6. Confirmation: After saving the patron record, you may receive a confirmation message indicating that the new patron has been successfully added to the system.

  7. Review and Verify: Double-check the patron's information to ensure accuracy and completeness. Make any necessary adjustments if needed.