Setting Up a Proxy Borrower

The proxy borrower feature lets borrowers designate a proxy to check out library materials for them. (For example, faculty members can authorize a proxy such as a research assistant or secretary to check out library materials in their name.) An authorizing borrower may have multiple proxies.

When proxies are appointed, they are usually given a proxy library card or barcode to check out materials for their authorizing borrower. When proxies use the library, the circulation privileges pertaining to their authorizing borrower apply.

Proxy borrowers must exist as independent borrowers before they can be a proxy borrower. If there is no record for the borrower you want to use as a proxy, you must create one. (For instructions, see Adding a New Borrower Record.)

A proxy uses the proxy card or barcode when performing library transactions in the authorizing borrower’s name. When using the library for personal use, the proxy uses his or her own card or barcode. (For example, the proxy may be a student with personal library privileges in addition to proxy privileges.)

When a proxy checks out materials for their authorizing borrower, the items checked out go on the authorizing borrower’s record. Likewise, all notices go to the authorizing borrower, as do any pertaining blocks. Ultimately, the authorizing borrower is responsible for items checked out by their proxies.

Once you set up a proxy borrower, you can use basic checkout procedures for circulating items to proxy borrowers. (For instructions, see Checking Out an Item.)

You link proxies to an authorizing borrower in the authorizing borrower’s record. You can link one or more proxies to a single authorizing borrower.

To set up a proxy borrower

1 In the Checkout window, identify the authorizing borrower.
2 Choose Borrower, Edit Borrower.

Horizon displays an Edit Borrower window containing the authorizing borrower’s record.

3 Page down or resize the window to display the Proxy Borr group.
4 Do one of these options:
If this is the first proxy borrower, skip to step 6.
If this is a multiple group, click New in the Proxy Borr group.
5 Click Find Borrower in the Proxy Borr group.

Horizon displays the Search window.

6 Search for the proxy borrower.

When you find the proxy borrower, Horizon displays that borrower’s number in the Proxy Borrower display field, the borrower’s name in the Name display field, and the expiration date of the authorizing borrower’s record in the Expire Date field.

7 Enter the barcode number that the borrower will use when checking out items as proxy.
8 Leave the Date Lost field blank unless the proxy borrower loses the card with the proxy barcode on it. (For instructions on replacing, see Replacing a Lost or Damaged Barcode.)
9 If you want to change the date that the proxy borrower’s privileges as proxy expire, enter the new date in the Date Expire field.

Regardless of the expiration date you enter here, the proxy privileges end when the authorizing borrower’s record expires. (For instructions on changing the authorizing borrower’s record expiration date, see About Borrower and Item Records.)

10 Save your changes.
11 Repeat steps 5 through 10 for each proxy you want to add.

 


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