Linking accounts allows patrons to see all the items they have checked out or have on hold for all their patron accounts. When accounts are linked, you can also place and cancel holds, view fines, and checkout history for the accounts that are linked. This feature is useful for student patrons who have a school account and a public library account, patrons who have multiple library accounts from different libraries, or families linking accounts between several accounts at the same library (e.g. parent and child).
Click LOGIN to access the account information. LOGIN is located at the top of the library homepage.
The Login box will appear. Sign in using your name and your library card number.
Click on Account Settings. The number of checked out items and holds from the main account is listed. In this example, the person did not have any items or holds on their main account.
Linked Accounts is located at the bottom of the Account Settings page. Click Add an Account to start linking accounts.
The Account to Manage box will appear. Enter the login credentials (usually the library card number and name) of the account you wish to link. Click Add Account.
If done correctly, the message “Successfully linked accounts” will appear in the Account to Manage box. Click Close.
The account that has just been linked will be listed under “Additional accounts to manage.”
Linking is not reciprocal on default. For example, if you link from Account A to Account B, then when logging in to Account A you will see all holds and checkouts for both Account A and Account B. But, when you login to Account B you will not see any information from Account A, unless you also link Account B to Account A.
Below are some examples of the relationships between linked accounts and where to find the information about linked accounts in your Account Settings.
Account B (Summit) is going to link it with Account A (Basalt)
The Summit Account (Account B) is now Linked with the Basalt Account (Account A)
Many accounts can be linked to a single account, so long as the libraries where you hold your accounts participate in account linking. All the additional accounts will be listed under “Additional accounts to manage.”
Once the accounts are linked, the “Checked Out Titles” and “Titles On Hold” are also linked. The original account did not have any items checked out. If any items are checked out or on hold from a linked account, that information will now show up. Checked Out Titles page allows sorting by user account, if the user has linked accounts.
When viewing an item, the patron’s name and library will be listed under Checked Out To. This will allow staff and patrons to see from where each item was borrowed.
When viewing a hold on an item, the patron’s library will be listed under Pickup Status. This will allow patrons to see where each item can be picked up once the hold is filled.
Titles You Rated, Recommended For You and Search History are not combined when linking accounts.
When you have two or more linked accounts, the catalog will apply special logic to determine which account to place holds. In this example, the patron has 1 Summit account that is linked with 2 Garfield County accounts.
Find the title to place the hold. Click the Place Hold button.
You will see a choice of libraries from the dropdown menu. Pick the location where the hold should be placed. You can pick the library that has multiple linked accounts for the same pick-up location. In this example, the patron has access to 2 accounts in Garfield County.
Once the library with multiple linked accounts is chosen, this will bring up the “Place hold for the chosen location using account:” box. This will display the choice of accounts to place a hold. This only works when a patron has two or more linked accounts at the same library. You would pick the account to place the hold.
Click Submit Hold Request, when you are ready to place the hold.
You will get the Hold Placed Successfully box. This will list the notification method that you will receive information about the hold pick-up. In this example, the patron will be notified by email.
You can look at their hold(s) to see which account and library was chosen.
If none of the linked accounts have overlapping pick-up locations, the second dropdown is not needed and not shown. The catalog knows what account to use based on the chosen pick-up location.
Click on the Account Settings to see a list of all the linked accounts.
At the top of the page will be the Account Settings drop down menu that lists all the linked accounts. The Account Settings will list all the libraries that are linked to the main account.
To see information from another linked library account, choose this library from the dropdown. Click Change Account.
Going to the bottom of the linked account will show the main linked library under Other accounts that can view this account. Since this is not the main account, the other linked libraries will not be listed under Additional accounts to manage.
This will show all the information for that library such as checkouts, holds, account information. The fines for that library will be listed.
To Remove any linked account, patrons must be on their main account page. Click on the Account Setting. Go to the bottom of the page to see all the Linked Accounts. Click on the word Remove next to the linked account.
The pop-up message “Are you sure you want to stop managing this account?” will appear at the top of the page. Click Okay.
The message “Successfully removed linked account.” will appear next. Click Close.
Only the remaining linked accounts will show up under Additional accounts to manage.