View patron status (Library Manager)

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.

Notes:

  • For information on patron status specific to Resource Manager, see Patron Status (Resource Manager).
  • There are two versions of the Patron Status page. This topic covers the original version. You can switch between the new and previous versions with the toggle at the top of the page. The new page was renamed Patron Details.
    Top of the Patron Status page with "Try the new look!" toggle highlighted.

To access the Patron Status page:

  1. Select Circulation > Patron Status.
  2. To search for a patron, scan or type their barcode in the Find field. If a list of patrons appears, select the one you want.

At the top of the page, an alert message about holds, overdues, fines, or an important note may appear. Beneath the alert message (if any), basic information about the patron appears.

If the patron is associated with your school, Destiny displays their local barcode. Otherwise, Destiny displays the barcode from the patron's primary site.

After you find a patron record, you can do the following:

  • Print a replacement barcode label
  • Print or email a checkout summary

    If you click Email checkout summary, a list of email fields you can select from appears. The email options available are based on Site Configuration settings (Admin > Site Configuration > Receipts/Refund Notifications).

    The summary contains all checked-out and overdue items (from all Destiny products), including off-site materials. For each item, the summary includes: title, cover image, call number, barcode, date checked out, date due, overdue designation (if applicable), and estimated fine.

  • Manage a patron's transactions
    The Items Out section lists all the patron's current checkouts.
    • Overdue items have the due date in red.
    • Copies or items borrowed from other sites in your district have the lending site's name before the barcode number.
  • Access a patron's checkout history

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

    Note: In Library Manager, the available history may be limited if the district opted to purge patron checkout history.

  • 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, an alert message lets you do so.

      • If you opted to have fines automatically calculated, an alert message lets you accept the fine, edit the amount, or waive an amount.
        Example of a Lost Item message on the Patron Status screen

    • In Resource Manager, click Stolen next to an item to mark it stolen.

    Note: You cannot mark items from other sites lost or stolen.
  • Check in unbarcoded and consumable items (Resource Manager)

    Notes:

    • Digital materials - items marked as Auto-Circ (never barcode) - do not need to be checked out or in. At the end of the loan period, a nightly job deletes them.
    • Consumables can be checked in early; they are added back to the inventory with an Available status.
    1. In the Items Out section, find the item you want to check in.
    2. Click Check In.

    The available copy count for each resource increases by 1.

  • Check in textbooks by ISBN

    1. In the row of the applicable ISBN (unbarcoded) copy, click Check In.

    2. Repeat as needed.

  • Create a help ticket request (Resource Manager)

      If your district has enabled Destiny Help Desk, and the resource type of the item is IT/Technology, clicking Add Help Ticket launches the New Help Desk Request page in Help Desk.

  • Renew a patron's checkouts

    In the Items Out section, next to the item you want to renew, click Renew.

    To renew a library copy using a different due date, select Circulation > Renew. For step-by-step instructions, see Renew Checkouts.

    To renew all of the patron's checkouts, click Renew All at the bottom of the list.
    This only renews local checkouts, not off-site checkouts.

    Notes:

    • New due dates are determined by your loan policies defined in Admin > Library Policies, Resource Policies, or Textbook Policies.
    • You cannot renew an ILL in Circulation > Renew. If the lending library allows renewals of their materials, you can renew them in either Check Out or Patron Status.

    • Checked-out resources can only be renewed if they have a loan policy interval that includes an associated calendar date or number of days. The Renew button only appears when the loan period changes the due date or has been updated. If the loan policy is Unlimited, the Renew button does not appear. To see it, check the item in and out again.
  • Manage a patron's fines and fees

    The Fines section lists all the patron's fines and refunds.

    If you have several Destiny products, each fine is marked with the material type:

    • LM for a fine on a library material
    • TB for a textbook fine
    • RM for a resource item fine

    The Fees section lists district-assigned fees related to Resource Manager.

    Fines/fees with a note icon Note icon. have a note associated with them. Click Edit Fines or Edit Fees, and then the edit icon Edit icon. next to the fine/fee to see the contents of the note.

    To change the amount due, waive, or pay any of the fines/fees, click Edit Fines or Edit Fees – or switch to the Circulation > Fines/Fees page.

    To view the patron's detailed fine/fee history, click View History next to Fines or Fees.

    To view the amount accrued to date for any overdue library materials, scroll down to Current Transactions and click View Estimate.

  • Review advance bookings (Resource Manager)

    The Advance Bookings section lists a patron's pending or declined bookings.

    Note: When an item from a requested booking is checked out, it appears in the Items Out section.
    • To edit the request dates, click Edit icon., change the dates, and then click Save.
    • To delete the request, click Delete icon.. A confirmation message appears. Click Yes to delete the request.
  • Manage a patron's holds and reserves (Library Manager)

    The Holds section lists all the patron's current holds and reserves.

    To create a new hold, click Add Hold or Edit Holds – or click Holds/ILL when the patron record appears.

    To open the hold queue for a title, click View icon. next to the title.

    To extend the expiration date of a hold:

    Important: Closed calendar dates are not recognized by hold expiration dates.
    1. Open the hold queue by clicking View icon. next to the appropriate title. Click the expiration date.
    2. Select the new expiration date from the calendar.

    To change the priority of a hold:

    1. Open the hold queue by clicking View icon. next to the appropriate title.
    2. Select the new priority from the list.
    3. Click Save.

    To delete a hold, open the hold queue, and click Delete icon. .

    If there is no status displayed for the title, the request is for an off-site copy or for a reserve that has not yet been approved. Once approved, the status appears.

    If there is no hold queue (View icon.) icon for the title, the hold is for an off-site copy. For all interlibrary loans, the lending library's short site name appears in red in the Requested column.

    To check out a copy that you have received through an ILL, click ILL Checkout.

  • Manage a patron's district media bookings

    In addition to current holds and reserves, the Holds section includes the patron's district media bookings.

    To create a new booking, click Add Hold or Edit Holds – or click Holds/ILL when the patron record appears.

    To change the date range for a booking, click View icon. next to the appropriate title. You cannot, however, change the date range for a Ready booking.

    To delete a booking, click Delete icon..

  • Review a patron's statistics

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

  • Manage a patron's notes

    The Notes section shows any notes that have been added to a patron record. For more on managing notes, see Use Notes.

  • View patron contact information

    You can find the patron's street address, phone number, and email address under Contact Information.

    If the email address is linked, click it to send the patron an email.

  • Manage a teacher's classes and textbooks

    Under Currently Teaching is a teacher's class list and the number of textbooks checked out to the teacher and reassigned to students.

    • To add or update classes for this or another teacher, click Update.
    • To reassign textbooks that were checked out to this teacher but not yet reassigned to students, select a linked entry under Items Out. The Reassign Textbook page opens with a list of the available textbooks.
    • To edit class information, click the edit icon Edit icon..
    • To transfer checkouts under Items Out/Assigned to another class, click the transfer icon Transfer icon..
    • To generate a list of classes and the students' checkouts for the classes, generate a Class List from Textbook Reports in Reports.
  • 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 option.