Managing Patrons

Leap and the Polaris staff client share the same patron registration settings and required fields. These are defined in Patron Services Administration parameters and profiles for the patron's registered branch.

This section covers the following topics:

• Do a Quick Search for an Existing Patron
• Use the Find Tool to Search for a Patron
• View, Edit, or Renew an Existing Patron’s Registration
• Register a New Patron
• Copy an Existing Patron Record
• Merge Patron Records
• Delete a Patron Record
• Bulk Change Patron Records
• View and Manage Patron Bulk Change Jobs
• Managing Patron Notifications
• Viewing and Opening Record Sets from a Patron Record
• Viewing and Managing a Patron's Financial Account
• Viewing and Modifying a Patron's Claimed and Lost Items
• Outreach Services (ORS)
• Outreach Services Bulk Actions
• Importing Patron Records