Section 40 - Borrower Registration
Borrower Notices include five of the following elements from the borrower record:
· Company name (use this if your borrower is an institution rather than a person) · Borrower name (includes title, first, middle, last, and suffix) · C/O name · Borrower address (2 lines) · City, State, Zip code · Postal Code (Canadian addresses)
Each borrower record must have either the First and Last name fields filled in, or the Company name. (If you put in 1st, last name, it skips company name.)
Fields in boldface are filled-in automatically from values established in the Policy File. These may be changed during registration. Although the field for Phone (18) is not in boldface, the area code will fill in automatically based on the value in the Policy File. You may specify a different area code if you wish.
Do not include the slashes when entering date.
A borrower transaction record is created automatically when a borrower record is created. The transaction record keeps track of borrower activity, (e.g. number of items charged, number of items overdue, total of fines owed, etc.)
After entering the First and Last name or the Institution name, you may press [CTRL]-Z to skip the rest of the screen.
You may make changes after you have finished filling in the first screen of the borrower record.
Will need to respond to “any change?” by using Y or N. If y will ask what number. Type number and make correction. If not, return. (The default is n for no.) 2) other addresses (4) Add [<CTRL-Z] Exit w/o Saving]: will appear. Type 2 and return to bring up page 2 of borrower registration form.
In the field Phone (7, 16, 23), the area code will fill-in automatically from the Policy File. You may fill in a different code if you wish.
Do not includes dashes for Zip Code (5, 14, 21), or phone (7, 16, 23). The program will supply them. Do not include brackets for the area code.
Do include the slashes when entering date.
A borrower transaction record is created automatically when a borrower record is created. The transaction record keeps track of borrower activity, (e.g. number of items charged, number of items overdue, total of fines owed, etc.)
The entire 2nd screen is optional. You may press [CTRL]-Z to skip it.
You may make changes to this screen after you have finished filling it in.
Continue to fill out information on screen as applicable. When finished it will ask: Any change? Respond Y or N. When you use N, computer will respond: (1) patron (4) Add [<CTRL-Z>].
By selecting (1) you can go back to previous page if need be. Choose (4) to add patron. [<CTRL-Z>] will blank the entire record just entered.
Screen will appear that will allow one to add another record.
To inquire about borrower, choose #1 from the Borrower Full Registration Access Selection Mode screen. This only allows searching capabilities and can not change record.
To complete a registration, choose #3. Use this to complete a quick registration done in borrower services. To change information choose #4. To delete a borrower record, choose #5.
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