Online Only Patrons

If you want to issue a card for patrons to only use online, not for checking out items or placing holds, it’s super easy.

Edit the patron record:

  1. Set the MBLOCK to “i” ONLINE RESOURCES ONLY.  This will block the patron from checking out or placing holds without a staff override.
  2. Add a “m” message field indicating that the patron record is online only.  This message can say whatever you want–you can even skip it if you like.  It is there so your circ person pulling up the record knows what’s going on.
  3. IMPORTANT–You still need to meet the Minerva minimum requirements for patron records, especially the expiration date.  Keep in mind that these patrons will easily slip through the cracks and expire unless you check on them and that expired patron records will not work with online resources.

online_only_patron

 

What it looks like:

When pulling up the patron in the circulation module, you get this message because of the “m” message at the bottom of the patron record.

online_only_message

If you try to check out an item to the patron, you get the following message because of the MBLOCK “i” selected.

online_only_checkout_message