...
Last name (required). The surname of the user.
First name. The given name of the user. We are using Preferred first name because the Preferred first name field isn’t functional yet.
Middle name. The middle name of the user.
Preferred first name. The name by which the user prefers to be called. (not currently functional)
Patron group (required). Select a patron group to assign to the user. Patron groups are classes of library users configured by your library in the Settings app. See Settings > Users > Patron Groups for more information.
Status (required). Selecta status for the user: Active or Inactive. A user’s status is tied to the expiration date set on their user record. Active status indicates current affiliation, employment, or enrollment within the library’s institution. Inactive status indicates that the expiration date on the user’s record has passed and the user is no longer affiliated, employed, or enrolled.
Expiration date. The amount of time set before the user record lapses and the user no longer has active permissions or the ability to borrow items. The expiration date determines when a user’s status changes from Active to Inactive. [You are prompted to set the default expiration date when creating a user record. In the Set expiration date dialog, click Set to accept the default expiration date for the patron group. Otherwise, if you wish to customize the expiration date, click Cancel and enter the date in the Expiration date field, or click the calendar icon to select a date. You can also leave the field blank.]
Barcode. Thebarcode numberfor the user’s library card.
...
To filter users by their patron group, in the Search & filter pane, select one of the listed options. Possible patron groups may include examples like these:
...
Faculty. Patrons with faculty status at your institution.Staff. Patrons that are students at your institution.
Staff
Graduate
Undergraduate
Patron groups configured in Settings > Users > Patron groups.
Tags (Tags are not being used in the Five College Tenant)
To search for user records assigned with specific tags, follow these steps:
...