Leap: How do I change a patron's home branch in Leap?
A patron has moved to our town from another TRAC library community and wishes to change her membership to our local library. How do I do this in Leap?
Answer
With the new Polaris Permissions, anyone with Tier 4 of the new Polaris Permissions will have the ability to change a patron's home branch. At minimum, that will be most library managers and supervisors.
To change a patron's home branch and address information, follow these steps:
- Log into Leap (Here are instructions to do that if you need them.)
- Search the patron's barcode number in the "scan or search" bar.
- Select "Registration" to view the patron's registration info.
- Verify the full name and birth date of the patron against their ID (or get them to verbally confirm it for you) to be sure it is the correct patron.
- In the "Registered At*" drop-down menu, select the correct new library.
- In the Address tab on the left hand side, enter the new local address of the patron (again, verify as you would with any new patron)
- Reset address check date according to local policy.
Answered By: Jessie Morris
Last Updated: Apr 15, 2025
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