Once all of the tutor groups have been added on the system, the borrowers can then be added. This topic details how to add a single record to the system. This process can be repeated until all borrowers are added to the system and is useful when it is required to add one or two borrowers to the system, however, it is often more efficient to use an automated method or a CSV file to add/update the borrowers.

 

The steps below explain how to add a single record to the borrowers table. Remember that before adding any borrowers to the system that the Tutor Group the borrower is going to be a member of must already be present on the system. Click here for details on how to add a tutor group or if the relevant group is already created continue reading...

 

·Click Borrowers from the left hand menu.

 

 

 

·Click New from the right menu to begin adding a new record:

 

 

·The New Borrower screen will appear.

 

 

 

·Scan or type the barcode that is to be assigned to the borrower. Alternatively, the system can automatically assign a borrower barcode by clicking Auto.

 

·Click Continue if the barcode has been typed in to open the borrower record card. Alternatively, if a barcode was scanned then the borrower record card will open automatically.

 

 

 

·Fill in the fields as necessary. There are only 3 mandatory fields which are listed below, the rest are optional.

 

Forename

Surname

Group Name

 

          There is quite a lot of data that can be entered onto a borrower record in the library system, some of which is not all shown on the first tab. Other information can be entered onto the Advanced and Notes tab, address and guardian data for the borrower can also be added onto the Address, Guardian 1 and Guardian 2 tabs.

 

 

 

·Once all the necessary fields have been entered, click Save to exit and retain the data.

 

 

 

 

 

 

 

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