Learn the basics of the Patron module for Libraries for the Blind and Print Disabled (LBPD) staff in this introduction webinar for new users, or those looking to fill in a few gaps in their foundation. Topics include the tabs available for navigating the patron record, adding or updating contact information, how titles are chosen for a patron based on their Profile and Preferences, and the NLS Parental Acknowledgement.
Resources & References
Hands-on Practice Worksheet
This worksheet is designed to be updated to fit your training database by a KLAS Admin or senior RA; just swap out the underlined sections with a patron (or book) that fits the scenario and the answer key.
However, if no one is available to customize the worksheet, it can still be used! Instead of looking at a specific record and filling in the specific answer, reference any example patron and fill in only the "where to find it" lines.
Session Recording
Timestamps of Topics Discussed:
- 2:38 Parts of the Patron Module
- 6:22 Finding a Patron
- 8:31 Tab Overview
- 8:35 Main Tab
- 14:58 Contact Tab
- 20:35 Profile Tab
- 25:20 Blocks Tab
- 27:07 Preferences Tab
- 31:41 Service Queue
- 34:53 Service Flow
- 34:53 Profile to Service Queue to Orders
- 40:13 Select Type / Data Source Descripton
- 41:32 Orders
- 44:10 Items
- 44:52 Filtering
- 48:40 NLS Acknowledgements
