New Patron Records

Department:

Circulation

Purpose:

Inputting new patrons into FOLIO

Overview:

Gather information from patron in order to create new patron record.

Required Knowledge/Skills:

FOLIO

Safety Issues/Precautions:

N/A

Equipment/Supplies:

Computer with FOLIO on it.

Procedure

1. In FOLIO go into the users app
2. In the top right corner in the ‘Actions’ drop-down menu click on ‘New’
3. Fill out the User information as requested. We do not require a middle name, and will ask if the patron has a preferred name that they would like to add.
4. Expiration date will be 1 year from date of purchase.
5. Emails are required for notifications.
6. The physical patron cards and barcodes are located on the filing cabinet next to the Manager desktop at the circulation desk.
7. Have the patron write their name on one of the lines and sign the other line.
8. Barcode is placed on the back of the card.
9. Provide the patron with the Affiliated Borrower’s Lending Policy located at the south corner of the circulation desk. Fees for affiliated borrowers are: $15 for an individual, and $2 for an alumni.