Millennium Circulation offers the optional capability to create a Family Record Group, which consists of several linked Patron Records. The feature enables library staff to link two or more related Patron Records and then quickly view the checked-out items, fines, and bills associated with a household or other group. The feature can assist libraries that hold parents responsible for their children's circulation activity. Staff can access the children's records from the parents' records during check out.
Once you have retrieved a Patron Record belonging to a family group in Millennium Circulation, the Linked Patrons tab displays the group to which the patron belongs.
In this example, the currently displayed patron belongs to a family group consisting of the three patrons listed in the table.
To link Patron Records to each other, be sure you are in Circulation Desk mode. Retrieve one of the Patron Records you want to link, then click on the Linked Patrons tab. Choose the Link button.
Millennium Circulation opens a Patron Record search window. Select an index for your search from the clickable drop-down menu. In this example, select the patron Name index. Key in your search. If Millennium Circulation does not find an exact match, you can select the correct patron in the browse list, and then choose the Select button.
The patron is added to the family group and the Linked Patrons tab is updated.
While viewing a family group in a patron's Linked Patrons tab, you can retrieve any of the other patrons in the group. To do this, select the patron from the table and choose the Go To Patron button.
Millennium Circulation retrieves the selected Patron Record. Note that the Linked Patrons tab will be identical in all Patron Records belonging to a group.
To remove a patron from its family group, select the patron you want to remove. Note that you can select more than one Patron Record to remove from the group. Choose the Unlink button.
The patron will be deleted from the group. In case you selected the currently retrieved Patron Record, Millennium Circulation prompts: Remove link from current patron? Choose Yes to remove the patron from the family group.
If you select all or all but one of the group members and then click Unlink, Millennium Circulation prompts: All patrons in this linked group will be unlinked and the group will be deleted from the system. Continue? Choose Yes to delete the family group from the system.
For additional information, refer to the User Manual, beginning on Page # 100281: Linking Patron Records
