Insignia Library system

Create a New Patron Template

To create a new patron template, follow these steps:

1. 
   Click on “Patrons” in the Navigator Toolbar.
   
2. 
   Click on “Find/Add Patron”.
   
3. 
   Click on “New”.
   
4. 
   Enter the information you would like to save in the template.
   
5. 
   Click on “Save as Template”.
   
6. 
   Click on “Create New”, and then name the template.
   

Patron Loan History

This feature allows staff to find out what items the patron currently has on loan, the items they have on reserve and any outstanding fines. Textbooks on loan will have an asterisk beside them to denote that they are textbooks. To view the loan history of a patron:

1. 
   Click on “Patrons” on the Navigator Toolbar.
   
2. 
   Click on “Find/Add Patron”.
   
3. 
   Enter the patron’s information in the search box.
   
4. 
   Find the patron for whom you would like to get more information and select their name.
   
5. 
   Click on “Loan History”.
   

Note: You must turn the “Track Loan History” option on by selecting the checkbox located on the Circulation tab in the Configuration screen under Administration dropdown menu. By default, the “Track Loan History” option is turned off. see Chapter 6 -Administration for more information.