Grouping Patron Accounts

Some libraries wish to track Patron

circulation counts and bill balance totals in a group.  Note that this can cause significant issues with Patron

Cardholder with an Evergreen Indiana account. See also: user, customer, etc.

privacy if group leads are assigned and may be counter to policy.  Please check with your local administrator.

To view group members in a Patron

’s account, click on the Other tab and then Group Member Details. 

Adding Group Members #

To group accounts, you may either use Save & Clone when registering the accounts, add members to an existing member’s account, or by cloning an established account to register a new group member (and create a new Evergreen account).

To an Existing Patron

Cardholder with an Evergreen Indiana account. See also: user, customer, etc.

#

To add a Patron

to a group with an existing Patron

Cardholder with an Evergreen Indiana account. See also: user, customer, etc.

, go to the Group Member Details view. and click Actions. Move Another Patron

Cardholder with an Evergreen Indiana account. See also: user, customer, etc.

To This Group will ask you to supply the barcode of the user you wish to add to the group.

If you select a Patron

already listed in the group and click Actions, Register a New Group Member by Cloning Selected Patron

Cardholder with an Evergreen Indiana account. See also: user, customer, etc.

will become available. Move Another Patron

Cardholder with an Evergreen Indiana account. See also: user, customer, etc.

To This Group is always clickable.

Clicking Move Another Patron

To This Group will launch a popup and ask for the Patron

Cardholder with an Evergreen Indiana account. See also: user, customer, etc.

’s barcode that is being added. Enter the barcode and select OK/Continue.

The barcode owner’s name will appear for confirmation.  If the entry is correct, choose Move User.  

The interface will refresh and the new group member will appear in the list.

Removing Group Members #

If a group member was added in error or is no longer a part of the group, you may remove them by selecting the account and clicking on the Actions menu.

Choose Remove Selected from Group.  The interface will refresh and the remaining group members will appear.

Moving Group Members #

If a group member was added in error to an incorrect group or should be added to another group, you may move/add them by selecting the account and opening the Actions menu. Click on Move Selected Patrons to Another Patron

’s Group.

Enter the barcode of a member of the group to which the account should be moved.

Confirm the barcode of the target group member.

The screen will refresh and the Patron

will be gone from the list.