Los códigos de barras distinguen entre mayúsculas y minúsculas en la búsqueda de usuarios.
Nota: Los valores buscados para el nombre y la dirección de correo electrónico en el índice Nombre, ID, Correo electrónico pueden generar resultados ligeramente diferentes a los del índice individual Nombre y Correo electrónico .
Nota: La interfaz de usuario recuerda la última opción seleccionada por el miembro del personal para la opción de búsqueda de usuarios secundarios en Assist Patron y selecciona automáticamente esta opción la próxima vez que se conecte.
Si su biblioteca es miembro de un grupo, puede ver todos los usuarios del grupo, pero sólo puede editar los usuarios de su biblioteca.
Haga clic en el Nombre del usuario para ver las cinco secciones del registro del usuario.
Índice | Descripción |
---|---|
Facturas | Ver Pagar, renunciar, reembolsar o cancelar facturas |
Pedido | Compruebe los materiales y haga una lista de los préstamos actuales. Ver Comprobar artículos. |
Historia | Ver las transacciones de los usuarios ordenadas por fecha. Ver Historia. |
Sujeta |
Crear o eliminar solicitudes de retención o partidas programadas. Ver: |
Perfil |
Actualizar la identificación, la información de contacto, el acceso al sistema o los privilegios. Ver perfil. |
Includes Account Overview (totals for loans, overdue items, and holds), balance for unpaid bills, an item scanning area, and a list of items currently checked out.
Use the Checkout screen to check out materials to the patron.
See Check out for more information.
Sección | Descripción |
---|---|
Checked out items | List of items checked out (includes items checked out to proxy patrons). For information on how to check out items, see Check out. |
Fecha de expiración | The Expiration Date determines when circulation privileges expire. The patron's circulation privileges will expire on the date entered at 11:59:59 PM. |
Holds to be picked up | Links to Holds tab |
Oficina principal | Patron's preferred library branch |
Last Activity | The last date of patron activity. Actions that update the last activity date: check out, check in, renew, create hold request, pickup hold, create item schedule/booking, pay bill, and SIP2 authentication. |
Notes | A note written by library staff about the patron. See Profile, below, for details on writing notes. |
Facturas pendientes | Total amount of any unpaid bills, fines, fees, etc. Amounts link to Bills tab. |
Atrasado | Number of overdue items |
Tipo de patrón | The kind of account the patron has (student, faculty, child, adult, etc.) |
Provides information on hold requests and scheduled items.
Sección | Descripción |
---|---|
Sujeta | Lists hold requests and allows creating and deleting holds |
Scheduled Items | Lists scheduled items and allows creating and deleting scheduled items |
See:
Provides a list of loans that a patron has claimed lost, never had, or already returned. Use this list to understand a patron's claim counts and any associated blocks on their account imposed by a Patron Type Policy.
La pestaña Reclamaciones incluye:
El personal de la biblioteca con las siguientes funciones podrá ver la pestaña Reclamaciones :
Notas:
Para grupos de Circulación:
Provides information on outstanding bills for fines and fees, and account history that lists paid/waived/refunded fines and fees.
Some fields need explanation.
Campo | Descripción |
---|---|
¿Bloqueado? | Blocked users have their library privileges suspended. Use a staff note to indicate the reason for the block. Blocks placed by staff can be overridden in the same way as blocks placed by the system. See Block a patron for more information. |
Recaudación Exenta | Reservado para futuras funcionalidades. |
Fecha de expiración | The Expiration Date determines when circulation privileges expire. The patron's circulation privileges will expire on the date entered at 11:59:59 PM. |
Oficina principal | Patron's preferred library branch |
ID Verified | Indicates whether patron's identity established via acceptable ID (driver's license, etc.) |
Tipo de patrón | The kind of account the patron has (student, faculty, child, adult, etc.) |
Notes |
A note written by library staff about the patron. Multiple notes may be added. Staff notes are not visible to patrons in WorldCat Local/Discovery, but are visible on the checkout screen. Public notes are not visible to patrons in WorldCat Local/Discovery and can be configured to display on the checkout screen. This feature is optional and must be activated by the library in OCLC Service Configuration (WorldShare Circulation>Admin/General>Display Patron Information). For more information, see Display Patron Information. Staff and public notes can display in a pop-up by typing an exclamation mark (!) at the beginning of a note. Pop-up notes will display when the patron account is initially accessed. |
See Patron history.