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PATRON TAB Proxy or Added Borrowers

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The proxy or added borrower is Jacques le Fataliste. His Aleph ID is 63234 ... Example: LE FATALISTE, JACQUES (Teluntel's proxy) LEFATALISTE, JACQUES ... – PowerPoint PPT presentation

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Title: PATRON TAB Proxy or Added Borrowers


1
PATRON TABProxy or Added Borrowers
  • PATRON ACTIVITIES ROOT
  • PROXIES/SPONSOR NODE

2
Proxies/Sponsor First you must get the sponsors
Patron ID (the 5 digit Aleph ID). Write it
down.
Sponsors Aleph ID
Sponsors name
The sponsor is Marie Teluntel. Her Aleph ID is
62387
3
Next, open the proxys (added borrowers) patron
record. If the proxy does not already have a
patron record you will have to create one
Proxys Aleph ID
Proxys name
The proxy or added borrower is Jacques le
Fataliste His Aleph ID is 63234
4
  • Duplicate the proxys Patron record.
  • From the Aleph Main Menu go to
  • Patrons
  • Duplicate Patron
  • or use shortcut CtrlF10

5
A new Global Patron Information window will
appear. Follow this format for entering the
Proxys name LASTNAME, FIRSTNAME (SPONSERS
proxy) Example LE FATALISTE, JACQUES
(Teluntels proxy)
  • When proxy, or added borrowers, come to a service
    desk, we verify their identity with their picture
    ID.
  • Then, we look them up by their last name and
    chose the appropriate sponsor name in the
    parentheses
  • Which of Mr. Lefatalistes proxy accounts would
    we choose?
  • Lefataliste, Jacques (Teluntels proxy)
  • or
  • Lefataliste, Jacques (Chomskys proxy)-
  • it would all depend on for whom hes borrowing
    books.

LEFATALISTE, JACQUES (TELUNTELs proxy)
6
Enter the sponsors Patron ID, which you wrote
down, into the Sponsor ID field
LEFATALISTE, JACQUES (TELUNTELs proxy)
62387
The sponsor is Marie Teluntel and her patron ID
is 62387
7
Add the proxys original Patron ID, (which is
still visible in the inactive background window),
into the Primary ID field.
LEFATALISTE, JACQUES (TELUNTELs proxy)
62387
63234
8
Enter 99 into the proxy type field.
LEFATALISTE, JACQUES (TELUNTELs proxy)
62387
63234
99
Proxy type 99 means that all notices are sent
to both the sponsor and the proxy
9
Click  
The X Proxies/Sponsor line of the navigation
pane will show an increase by 1 within the
parentheses.  
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