Patron Status (Follett Destiny® Resource Manager)

Circulation > Patron Status

The Patron Status page lets you view information about a particular patron, such as checkouts, fines, a current transaction summary and more. You can also print a replacement barcode label for a patron.

Check in unbarcoded and consumable items

1. Go to Circulation > Patron Status.
2. Find the patron.
3. In the Items Out section, find the item you want to check in.
4. Click Check In.

The Available copy count for each resource increases by 1.

Renew checked-out resources

Retrieve a patron record

1. Scan the patron's barcode in the Find Patron box, or type it and then click Go or press Enter.

   If you do not have the patron's barcode at hand, do one or more of the following:

   • Search the database by entering the patron's first, middle, or last name, nickname, grade level, homeroom, user name, a value in one of the User Defined fields, or a District ID.
     If you do not have the whole name or word, enter part of it, followed by *. Filter the results by your selection in the Only search drop-down.
   • To search other schools in your district, deselect the Only my patrons checkbox.
2. Next, click Go.
3. If a list appears, select the correct name. At the top of the page, an alert message or important note might show basic information about the patron.

Manage a patron's transactions

The Items Out section lists all the patron's current checkouts.

• Overdue items have the due date in red.
• Items borrowed from other sites in your district have the lending site's name before the barcode number.

Mark a patron's checkout lost or stolen

• Click Lost next to an item to mark it lost.
  • If you charge fines for lost items, use the next page to do so.
  • If you opted to have fines automatically assessed, an alert message lets you accept the fine, edit the amount, or waive an amount.
    

    Note: You cannot mark copies or items from other schools or libraries lost.

• Click Stolen next to an item to mark it stolen.

  Note: You cannot mark items from other sites lost or stolen.

Access a patron's statistics

The Current Transactions section lists the transaction summary information for the patron.

Access a patron's checkout history

• To view the patron's checkout history, next to Items Out, click View History .
• To view the patron's fine history, next to Fines, click View History.

Manage a patron's notes

In the Notes section:

• You can view any notes that have been added to the patron record.
  • Important notes are preceded by a flag icon. These notes appear whenever you first retrieve the patron's record.
    
  • A regular note only appears in Patron Status.
    
• You can add a new note, and edit or delete any of the previous notes.
• You can delete patron notes globally, by barcode, or based on a list you create. Go to the Delete sub-tab of Update Patrons in the Back Office.
  

If your Destiny® Administrator selected the Clear patron notes when transferring patrons checkbox on the Edit <district> page, patron notes are automatically deleted when patrons are transferred.

Contact a patron or the parents

Find the patron's street address, phone number, and email address under Contact Information. If the email address is hyperlinked, click it to send the patron an email.

Print a patron's information

You can print the following information about a patron: current checkouts, circulation statistics and contact information.

1. Select or deselect the checkboxes, including the patron's phone number and the resource names on the list.
2. Click Printable at the bottom of the page
3. Use your browser's Print button or menu command.

Print a replacement barcode label

1. Click Print Label near the top of the page.
2. Select the label stock and starting label, and adjust your offsets, if necessary.
   
3. Click Run Report.
4. To clear the patron information, click Reset on the side menu or enter the next patron's barcode number.