Before registering a new patron, best practice is to check for an existing account in Sitka’s Evergreen.
Public libraries with reciprocal borrowing agreements, such as BC One Card, should ask the patron if they have a library card at another public library and then retrieve the account via barcode.
As the registration form is completed Evergreen will alert you if the phone number, email, or address you are entering matches that of another patron belonging to or opted in at your library. The alert text is a link that will take you to a patron search of the matching patrons so you can check if they are the same patron.
To register a new patron:
- Select Circulation → Register Patron.
What fields display will depend on whether you’re showing Required Fields, Suggested Fields, or All Fields. See the section called “Customizing the Display Fields” for the settings that control which fields display.
Enter the required information, based on your library’s policies. Any fields highlighted in yellow must be filled in. See the section called “Patron Account Fields” for information on specific fields.
If you do not wish to record the address, you need to delete the fields by clicking the red X. Blank address fields will result in an error.
The Holds Notices default setting is Email which makes Email Address a required field. You can override this setting, and the required field, with patron’s actual preferences as needed. You must de-select the Email option to save a patron record without an email address.
Click Save or Save & Clone at top-right of screen. Save and Clone will save the record and open a new record with some shared details such as phone number and optionally address.
- If any required fields have been missed an alert will appear asking you to enter valid values for all the required fields.
