Create patron

Patrons can either be created individually, which is described below, or by importing multiple patrons at once (see Patron import).

To create a single patron, go to the ”Patrons” tab on the left-hand side.

1. Click "Create patron" at the far right of the screen.

2. Select the patron type "Person", and the details page opens.

3. Fill in all relevant fields for the patron. Mandatory data are name, patron group and collection branch.

• If automatic assignment of patron groups is configured, the patron group is assigned automatically when you click "Create".

• CPR number 

  • • If you enter the patron's CPR number, the correct date of birth is calculated automatically when the patron is saved. A patron ID of the type ”Health card” will also be created automatically when the patron is saved (this can be configured in the setup). If the patron gets a new CPR number, the patron ID will be updated automatically.
  • By clicking "Retrieve patron info from CPR register" a large part of the patron information is filled in automatically.
• CVR number (for patrons of the library/organisation type)
  • Retrieve information from the CVR register by clicking "Retrieve from CVR". If a P number has been specified, the information will be retrieved for that particular P number in the CVR register. The button is only available if Integration with CVR is enabled.
• Patron groups
  • If automatic assignment of patron groups has been configured, the patron group is assigned automatically when you click "Create".
• Patron ID
  • It is possible to configure Cicero to automatically create a patron ID for the patron. This is configured under "Admin > General settings > Patrons". If this has been set up, patrons will automatically have the following patron IDs created when you click "Create":
    • Personal patron: A patron ID is created automatically: of the type "Health card" with the patron's CPR no.
    • Library patron: A patron ID is created automatically: of the type "Patron card" with the patron's ISIL no.
    • Organisation patron: A patron ID is created automatically: of the type "Patron card" with the patron's CVR no.
  • If updates are made to the patron's CPR/CVR/ISIL no., the patron ID will also be updated automatically.
• Note to patron
  • The field can be used for information that is to be passed on to the patron. The content can be made directly available to the patron via the CMS API or included in the patron status notification.

4. Click the "Create" button. The patron is now created and can start borrowing books right away.

NOTE! If the configuration "Financial responsible mandatory for underage patrons" is enabled in Admin > General settings, it is not possible to create underage patrons without linking a financial responsible.

Reuse patron data when creating a new patron

It is possible to create a new patron based on patron data from an existing patron. This can be used, for example, when several patrons with the same address (e.g. a family) want to be created at the same time. This avoids having to enter the same information multiple times.

The following patron data will be copied over to a new patron:

• Address (incl. secondary address)
• Phone number
• Email address
• Collection branch

A new patron can be created by reusing patron data in the following way:

1. Search for the patron whose patron data you want to reuse and open the patron's details view.
2. Click at the bottom of the page.
3. Select "Reuse patron data".
   • A new patron page now opens, where the above patron data is filled in automatically.
4. Fill in the remaining patron information and click "Create".