Editing Patron Accounts

Patron information can be viewed, but not edited in the Commonwealth Catalog.  The Commonwealth Catalog uses NCIP to connect to the library’s ILS and build a patron account.  Patron information must be edited in the library’s ILS. 


Limiting Patron Accounts



Limits can be placed on a patron’s account so all of their requests require approval by a librarian.
  1. Go to the Staff Dashboard
  2. Locate the User Admin box
  3. Go to Edit User Accounts
  4. Search for patron by barcode or last name
  5. Start the search by clicking ‘Submit’ in the upper right

Note: Only certain staff accounts that have user admin privileges will be able to make changes to patron permissions. 
 
6.  Select the desired patron from the list, by clicking on their barcode.
 
Note: A patron must have logged to ComCat in at least once in order for them to appear in the patron selection list.



7. Selecting a patron will open a new window.  Click ‘ILL Permissions.’

8.  To set it so a patron can submit requests, but must wait for a librarian to approve all requests, uncheck two boxes: ‘Approve a request’ and ‘Automatic approval’


9. To save these changes, click Submit in the upper right.

Now this patron can submit a request, but must wait for the librarian to approve the request before any other processes can happen. 


 

Blocking Patron Accounts

Limits can be placed on a patron’s account so they cannot request additional items until a librarian un-blocks their account. 


Follow steps 1 through 7 in Limiting Patron Accounts. 

8.  To set it so a patron cannot submit new requests, uncheck three boxes: ‘Approve a request,’ ‘Automatic approval,’ and ‘Originate borrow requests’

9.  To save these changes click Submit in the upper right. 

Now this patron cannot submit any new requests until the librarian un-blocks them in the Commonwealth Catalog. 


Un-blocking Patron Accounts

Follow steps 1 through 7 in Limiting Patron Accounts. 

For a patron to have normal access to the Commonwealth Catalog their permissions should appear as follows:

To save any changes click Submit in the upper right. 

Now this patron can submit new requests to be filled without waiting for a librarian’s approval.