ALEPH Circulation V.20

ALEPH Circulation V.20

ALEPH Circulation – V.20

Fast Patron Registration

Basic Information for loading patron records via the Fast Patron Registration form

  1. ONE TIME STEP: Change the FastPatronRegistration=N setting in the circ.ini file from ‘N’ to ‘Y’ and save the file. The circ.ini file can be found in the C:\AL500_v19\circ\tab directory (if ALEPH was installed in a directory other than C:, use that directory in place of the C:).
  1. Log in to ALEPH Circulation.
  1. Load a new patron record by using the short cut icon in the upper right corner (), go to the menu bar and selecting Patrons | New Patron, or press Ctrl+F7.

  1. The Fast Patron Registration form will display. Fill in the fields as per the following example and field descriptions.

  1. Barcode (mandatory): input the barcode number
  2. Barcode Verification (mandatory): input the patron’s last name
  3. Additional ID: leave blank
  4. Add. ID Verification: leave blank
  5. Patron ID: leave blank
  6. Pincode: leave blank
  7. Name: (mandatory) input the name Lastname, Firstname - middle initial is optional
  8. Address (optional): enter the patron’s address, city and state (or other information that you would typically enter into the address record)
  9. E-mail (optional): enter the patron’s e-mail address
  10. Zip Code (optional): enter the patron’s zip code
  11. Date of Birth (optional): enter the patron’s date of birth
  12. Gender (optional): select the patron’s gender from the drop down menu
  13. Place of Birth (optional): enter the patron’s place of birth
  14. Telephone 1 (optional): enter the patron’s phone number
  15. Telephone 2 (optional): enter another patron phone number
  16. Receive SMS (optional): check if text messages are sent to patron via ALEPH
  17. SMS Number (optional): if ‘Receive SMS’ box checked, enter patron’s cell phone number
  18. Patron Sublibrary (mandatory): select the patron sublibrary from the drop down menu. Typically the sublibrary is the XXX50 library.
  19. Patron Status (mandatory): select the patron status from the drop down menu
  20. Patron Type (optional): select the patron type from the drop down menu
  21. Language (mandatory): select the language from the drop down menu
  22. Home Library (mandatory): select the patron’s home library from the drop down menu
  23. Profile (optional): select the patron’s profile from the drop down menu
  24. ILL Library (mandatory if using ILL): select the patron’s ILL library from the drop down menu
  25. Global Note 1-3 (optional): add any global notes as necessary
  1. Click ‘Update’ to add the patron record.
  1. The system creates and displays the global patron record associated with the patron just added. Enter the ILL Total Limit and the ILL Active Limit and click ‘Update.’

  1. The system creates the local patron record.
  1. The system creates the address record if the fields were completed. If desired, you can edit the name field in the address record to display reading format (firstname lastname).
  1. Click on ‘Additional IDs’ to add another ID number to the patron record if necessary.
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