Opening a Family Group

A family group can be accessed from any of the borrower records that are linked to that group.

To open a family group

1 Do one of the following:
From the Launcher navigation bar, choose CirculationFamily Group.

Note: You may need to configure the Launcher navigation bar to display the Family Group option. For more information, see Adding an MQ View to the Navigation Bar.

From the Checkout window, identify the borrower, then choose Family Group.
From the Borrower window, choose Edit Borrower, then choose Family Group.

Note: If the borrower does not yet belong to a group, you are presented with the option to search for or create a family group. A borrower cannot belong to more than one group.

This is an example of the Family Group window:

Field

Action

Group Number

Uniquely identifies the family group.

Group Name

Helps identify the group. This is not required and does not need to be unique.

Group Notes

Lets you add notes about the family group.

Group Information

Lists the account totals for all of the members of the group.

Borrower List

Lists the names and information of each member of the group.

Borrower Name: the name of each person in the group.
Barcode: the borrower's barcode.
Leader: indicates whether the borrower has administration rights in the group.
CKOs: indicates the number of items currently checked out to the borrower.
Requests: indicates the number of items the borrower has placed on hold.
Blocks: indicates the number of blocks the borrower has obtained.
Fees: lists how much the borrower owes to the library.

Add Member

Opens the borrower search window so you can locate and add an existing library user to the family group.

Edit Permissions

Opens the Edit Borrower Permissions for the currently selected borrower.

User for Checkout

Opens the Checkout window for the currently selected borrower.

Remove

Deletes the currently selected user(s) from the family group.

2 If you edit Group Name or Group Notes, choose Save to retain the changes.
3 When you have finished, choose Close to leave the Family Group window.

 


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