How to set patron flags

There are two standard flags that can be applied to patron accounts. This document is intended to outline the different default patron flags available on the patron account.

Navigate to a patron account to apply the flags

Go to the patron account and click the edit button in the left hand corner of the screen.

This will open a form of information about the patron account which can be edited. 

Please note, fields on this form might differ between sites. For more information on how this form might be edited and why the fields discussed in this document may not be appearing on your own site, please check our Help Centre. If you still have questions around where the flag fields are on your site, please contact Interleaf Technology directly.

Identifying the flags

The flags appear under the Patron account flags section of the patron form.

The two options for flags are:

1. Gone no address

This is to mark a patron account has having no or a questionable address.

2. Lost card

This is to indicate that the patron card has been lost, stolen or is otherwise not in the possession of the patron.

Please note, patron restrictions are also considered flags, but appear in a separate section of the form and are applied differently. For more information on patron restrictions, please check our Help Centre.

After the flags have been enabled

Once these flags have been set, notes about them will appear on the patron account on the staff site:

And also, the OPAC:

If one or both of these flags are set, it won't be possible to check out to the patron.

Version	Date	Detail	Author
1.0	31/03/22	Doc. Created	Holly Cooper

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