2.71 Fields: Add/Edit Patron Class


2.71.1 Field 1 Function Keys


2.71.2 Field 2 Patron Class: 7 characters, mandatory, tab stop


Purpose: To specify a Patron Class by creating or editing its name. 




Format:  It is any valid text. The Text must be unique. A Class may 
not be changed if it is in use.  A Class may be removed by 
pressing the Remove Occurrence function key noted at the bottom 
of the window (only if the Class is not in use).  




Discussion:  
This function enables you to create and to maintain patron 
classes which are used to generate statistical reports on usage 
and to control circulation policy.  The list of patron classes 
serves as an authority for the patron edit function.  The codes 
for the patron classes are established by your library before the 
circulation module is live.  These codes must be six characters 
long and have a left-to right hierarchy, the general to the 
specific.  For example, at one academic library, this pattern is 
used for the patron classes:  

     CLASS: FMEDPD     F   = FACULTY 
                       MED = SCHOOL OF MEDICINE 
                       PD  = DEPARTMENT OF PEDIATRICS 
  
            SNUR97     S   = STUDENT 
                       NUR = SCHOOL OF NURSING 
                       97  = CLASS OF 1997 
  




Note that in these classes a 1-3-2 arrangement is used, where 1 
equals the patron's status at the University, 3 equals the 
patron's school, and 2 equals the patron's specific department or 
class.  Your library can create any alpha-numeric arrangement for 
the patron class codes, but the arrangement must be consistent 
throughout all the codes in order to generate accurate statistics 
with them.  





2.71.3 Field 3 Patron Class Description:   


60 characters, tab stop





Purpose:  To specify the description for the Patron Class.  





2.71.4 Field 4 Patron Class Valid Date:   


11 characters, tab stop





Purpose:  To specify the date that the patron class will be valid 
or active.  




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







2.71.5 Field 5 Patron Class Expiration Date:   


11 characters, tab stop





Purpose:  To specify the date that the patron class 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 







2.71.6 Field 6 Controls Ok, Cancel, & Help:   


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







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