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Table of Contents

Table of Contents

Linking Two Patrons

The Check Out (Circulation Desk) function displays the patron record. Click the Linked Patrons tab. Click the Link button.

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Once the correct patron has been selected, you will see the original patron and the linked patron both listed.  The Linked Patron tab will have the number 2 for both patrons.

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Moving Between Linked Patrons - Go To Patron Button

Select the desired linked patron by highlighting the appropriate line. Click the Go To Patron button to retrieve a linked patron record. You will be at the patron record for that linked patron. You can check out, pay fines, and all other functions associated with the patron record.

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Unlinking Two Patrons

At a patron record, go to the Linked Patrons tab.  Select the patron to unlink.  Click the Unlink button to remove the link.

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Once the added linked patron or the original linked patron are removed, the Linked Patrons tab will display as zero.

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Linking Multiple Patrons

You can continue to use the Link button to link more patrons.

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Info

Note: if you link Patron A to Patron B who is already linked to multiple patrons (Patrons C-E), all the patrons are automatically linked to each other.

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Unlinking Multiple Patrons

If you go to unlink one of the patrons that are not the original patron, you will not get a warning message. The patron will just be removed.

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Note: If you click on all of the Linked Patrons and click Unlink the patrons will no longer be linked to each other. You will get the Warning popup box when you click on all of the linked patrons on the account.  Click OK, if you want to continue to unlink the patrons. 

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