July 2021

Quick Facts

• See below to find a patron's user key and how to search for a patron by user key.
• When patrons want their holds held under a number instead of their name, go to Modify User and add the User Key as the patron's last name. Open the Extended info tab and enter the the patron's full name in the ALT_NAMES field.
• The user key should be used in staff communications to protect privacy.
  • Avoid using names and library card numbers, whenever possible.
  • Staff who do not use Symphony may not have the user key and can use other identifying information, when necessary.
• User keys can be used for temporary access to e-content and as online account numbers.

Procedure

Where to find a patron's user key

1. Access the patron record using the Modify User wizard or helper.

2. Open the Glossary by clicking the line at the very top of the patron record that has User ID and name:
    

   

    

3. 

How to search for a patron by user key

1. Open the Display User wizard and select the User Search helper.
2. Select Keyword as the Type.
3. Open the Index drop-down menu.
4. Select User Key.

5. Enter the patron's user key in the Search for box.
    

   

When to use User keys

• The user key should be used in staff communications to protect privacy.
• Avoid using names and library card numbers, whenever possible.
• The user key should be used on snag forms, debit/credit card slips, email, chat, etc.
• Staff who do not use Symphony may not have the user key and can use other identifying information, when necessary.