Patron Codes Overview

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Kelly Hock

Patron Codes Overview

Patron Codes are used to define circulation privileges for groups of patrons. Each library sets their own limits for Patron Codes. With Shared Patron, the rules of the checkout library are followed, no matter where the patron is registered. See this article for more information on how circulation rules are applied within the consortium.

The Patron Code a patron is assigned determines:

Use this report to see the following settings for each patron code:

The patron code is also used to:

In conjunction with other Polaris codes, the patron codes also impact the following

  • The number of checkouts and holds allowed for each Material Type Code
  • The Fine amount for each Fine Code. Fine code names normally correspond with their matching material type on the item record, but this is not a requirement.
  • The loan period that a patron of a particular patron Code for an item with a particular Loan Period Code. Loan period code names normally correspond with their matching material type on the item record, but this is not a requirement.

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Wes Osborn

Link to the fine and loan overview