2.6.1 Field 1 Patron Number: 6 characters, display only

Purpose: This field displays the patron's database identification number. This value can be entered in the look up window to edit this patron's record.

Format: This value cannot be modified.

2.6.2 Field 2 Function Keys

2.6.3 Field 3 Patron Name: 75 characters, mandatory

Purpose: To identify the patron by the patron's individual name or corporate name.

Format: An individual's name formats to last name, followed by a comma, followed by the first name. A corporate name is simply free text.

Discussion: An individual's name may include a middle name or initial. The name may be in any combination of upper and lower case letters.

   Examples:   STODDARD,ROGER 
               Stoddard,Roger 
               Stoddard,Roger W.  
               STODDARD,ROGER WARREN 
  
   Examples of corporate names:  
               CyberTools Inc 
               ILL Boston Public Library 

2.6.4 Field 4 Title: 10 characters

Purpose: To specify the patron title information such as Dr., Ms., etc.

Format: The individual's title may contain any combination of letters, numbers, and punctuation.

Discussion: An individual's title may be used to capture titles such as Mr., Ms., Dr., etc.

   Examples:   Dr.  
               Ms.  
               Capt.  

2.6.5 Field 5 Patron VIP Title: 40 characters

Purpose: To specify a patron's Very Import Person Title. It is not a required field.

Format: Any combination of letters, numbers and punctuation may be used as long as the length does not exceed 40 characters.

   Example:  DIRECTOR OF CYTOLOGY DEPARTMENT 

2.6.6 Field 6 Patron Suffix: 10 characters

Purpose: To specify the Patron Suffix which contains information such as Jr., Sr., M.D., etc.

Format: The patron suffix field may contain any combination of letters, numbers, and punctuation.

  
   Examples:  III 
              Jr.  
              Sr.  
              M.D.  

2.6.7 Field 7 Social Security Number: 11 characters

Purpose: To specify a unique Social Security Number for each patron.

Format: The social security number format is NNN-NN-NNNN. The format NNNNNNNNN is also acceptable since the dashes are automatically inserted. The social security number may not duplicate a number currently on file for some other patron.

   Examples:  324-48-9482 
              497-70-0265 

2.6.8 Field 8 Additional ID for Look Ups: 10 characters

Purpose: To specify an additional ID that may also be used for look ups.

Format: It is any combination of letters and numbers.

2.6.9 Field 9 Patron Local Address: 30 characters, tab stop

Purpose: To specify the Patron's Local Address. It may be a street address or a mail stop.

Format: This field may have any combination of letters, punctuation, and numbers.

   Examples:  1916 17th St., NW #309 
              4233 MERCIER STREET 

2.6.10 Field 10 Patron Local Zip/Postal Code: 10 characters

Purpose: To specify the Patron's Local Zip or Postal Code.

Format: The zip code format is NNNNN or NNNNN-NNNN. The postal code format is A** *** where A is an alphabetic character and * is any alpha-numeric character.

Discussion: The entry of the zip or postal code may cause a default value for the city and the state or province to be presented.

2.6.11 Field 11 Patron Local City: 30 characters

Purpose: To specify the Patron's Local City.

Format: The patron local city may contain any combination of letters, numbers, and punctuation.

   Examples:  NEW YORK 
              New York 
              ST. LOUIS 

2.6.12 Field 12 Patron Local State or Province: 3 characters

Purpose: To identify the Patron's Local State or Province.

Format: The state format is two uppercase letters that are a valid state code. This field is a table look up.

2.6.13 Field 13 Patron Local Phone: 19 characters

Purpose: To identify the patron's local phone number.

Format: The patron's phone number formats to NNN NNN-NNNN or (NNN) NNN-NNNN. The 3 digit area code is optional.

Discussion: The phone number may or may not include the area code. The area code may or may not be enclosed in parentheses. The area code is always followed by the exchange, followed by a hyphen, and finally by a four digit number.

   Examples:  (202) 625-2999 
              202 232-2334 
              625-2999 

2.6.14 Field 14 Patron Home Address: 30 characters, tab stop

Purpose: To specify the Patron's Home Address. It may be the street or post office box.

Format: It may contain any combination of letters, numbers, and punctuation.

   Examples:  1916 17th St., NW # 309 
              4233 MERCIER STREET 

2.6.15 Field 15 Patron Home Zip or Postal Code: 10 characters

Purpose: To specify the Patron's Home Zip or Postal Code.

Format: The zip code format is NNNNN or NNNNN-NNNN whereas the postal code is A** *** where A is an alphabetic character and * is an alpha-numeric character.

Discussion: The entry of the zip or postal code may cause a default value for the city and the state to be presented.

2.6.16 Field 16 Patron Home City: 30 characters

Purpose: To specify the Patron's Home City.

Format: It may contain any combination of letters, numbers, or punctuation.

   Examples:  NEW YORK 
              New York 
              ST. LOUIS 

2.6.17 Field 17 Patron Home State or Province: 3 characters

Purpose: To identify the Patron's Home State or Province.

Format: The format is two uppercase letters that are a valid code. This is a table look up.

     Example:  MA for Massachusetts 
                   

2.6.18 Field 18 Patron Home Phone: 19 characters

Purpose: To identify the patron's home phone number.

Format: The patron's phone number formats to NNN NNN-NNNN or (NNN) NNN-NNNN. The 3 digit area code is optional.

Discussion: The phone number may or may not include the area code. The area code may or may not be enclosed in parentheses. The area code is always followed by the exchange, followed by a hyphen, and finally by a four digit number.

   Examples:  (202) 625-2999 
              202 232-2334 
              625-2999 

2.6.19 Field 19 E-mail Address: 50 characters, multiple, tab stop

Purpose: To specify the patron e-mail address(es).

Format: The e-mail address should have the form where there are some letters and/or numbers followed by the "at" symbol which is then followed by the host mail server.

Discussion: The e-mail address typically is made up of a User ID and a mail server address separated by an "at" symbol.

   Examples:  doe_j@gum.com 
              123@hotmail.com 

2.6.20 Field 20 Advance Due Reminder: 2 characters

Purpose: To specify the number of days in Advance of a Due Date to e-mail a reminder to the patron.

Format: It is any positive integer.

2.6.21 Field 21 Patron Bar Code: 20 characters

Purpose: To specify the patron's unique bar code.

Format: The patron's bar code may be any combination of letters and numbers.

Discussion: The bar code may be scanned using a bar code reader or typed via the keyboard, but scanning is more accurate.

   Examples:  D218LX 

2.6.22 Field 22 Password: 8 characters

Purpose: To specify the password for this patron.

Format: Any combination of letters and numbers without punctuation. It must be at least 3 characters.

2.6.23 Field 23 Patron Class: 7 characters, mandatory, tab stop

Purpose: To specify the patron class information.

Format: Any combination of letters and numbers that match one of the previously defined classes.

2.6.24 Field 24 Patron Valid Date: 11 characters, mandatory, tab stop

Purpose: To specify the date that the patron record will be active.

Format: It is any valid date. The date must not follow the patron expiration date.

Discussion: The valid date may be entered in a variety of ways. Unless otherwise specified, the current year is assumed.

   Examples:  01/12 
              01/13/99 
              01/14/1999 
              02/28/2000 

2.6.25 Field 25 Patron Expiration Date: 11 characters, tab stop

Purpose: To specify the date that the patron record will expire.

Format: It is any valid date. The date must not precede the Valid Date.

Discussion: The expiration date may be entered in a variety of ways. Unless otherwise specified, the current year is assumed.

   Examples:  01/12 
              01/13/99 
              01/14/1999 
              02/28/2000 

2.6.26 Field 26 Patron Alert Message: 72 characters

Purpose: To specify an important message or an alert message for this patron.

Format: It is any combination of letters, numbers and punctuation.

   Example:  STOLEN CARD...ASK FOR I.D.  

2.6.27 Field 27 Audible Alert:

Purpose: To identify if an audible sound should be associated with the Alert Message.

Format: It is Yes or No.

Discussion: The selection of Yes indicates that an audible alert will be sounded for this patron.

2.6.28 Field 28 Comments: 66 characters, multiple

Purpose: To specify comments relating to this patron.

Format: It is any combination of letters, numbers, and punctuation.

2.6.29 Field 29 Date of the Note: 11 characters, tab stop

Purpose: To specify the date that the comments were entered or the date that the comments were last modified.

Format: It is any valid date format.

2.6.30 Field 30 User Name: 30 characters

Purpose: To specify the name of the user that entered or last modified the comment.

2.6.31 Field 31 Ok, Cancel, Help & Remove: tab stop

Purpose: To specify an action that controls the window's flow. [Ok] will save and apply the displayed values, whereas [Cancel] will reject the changes. [Help] will display all of the documentation for the window. Press the Help key for context sensitive help for each field.

Format: It is an action that toggles the push button.

Menu Style: Push Button

Menu Values:
Ok
Cancel
Help
Remove...
Print...

Function [Remove] will expunge the Patron's record from the database. This function will only run if the patron has no existing circulation transactions, e.g., no loans, no fees, no fines, etc.

Function [Print] will invoke the standard Patron Print function as found elsewhere, e.g., functions [Loans] and [Patron Inquiry]. The Patron's record can be displayed along with a circulation summary and/or detail.