Albin O. Kuhn Library & Gallery - Staff Wiki
Procedures - Patron Registration Data Entry
Patron Registration Data Entry
- Open Past-Perfect and click on Contacts
- Go to the "Find" button along the top
- Search by last name
- If the patron is not already in the database, click on "Add"
- Enter his/her Name
- For Primary Address, use the permanent home address
- If a local address is listed, you may put that under Secondary Address (click the radio button next to "Mailing Address").
- Enter the Home Phone Number
- Enter the Email Address
- Save
- Click on + sign to the left of the page under "Contact Lists"
- If the patron is a UMBC student, staff, or faculty member, choose the appropriate category (e.g. UMBC undergraduate student, UMBC employee, etc.).
- If they marked "Other" under "Patron Description" on their registration form, leave blank.
- Go to Mail & Contact Log
- Click "Edit"
- Enter date of registration, your initials and "Registered at SC."
- Click on "Exit & Save"
- File the paper registration form and the photocopy of the patron's ID in the bottom drawer of the file cabinet under the main desk in alphabetical order by last name.
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Albin O. Kuhn Library & Gallery . University of Maryland, Baltimore County . 1000 Hilltop Circle . Baltimore MD 21250
(410) 455-2232. Questions and comments to: Web Services Librarian