The hold limit for Libby/OverDrive, and checkout limits for Hoopla and Kanopy, changed July 1, 2025. See this Circ Alert email for details.
November 2025
Quick Facts
- User profiles determine the loan rules for checkouts, loan periods, holds and other services. The loan rules are set by address, age, and levels of service.
- Patron Profile Types in Symphony is a printable list of all profile types and their loan rules.
- Symphony patron, item, and building codes has a list of profile types, but not their loan rules.
- Youth profiles such as 1_MULT_Y are for patrons ages 12 and younger. Youth profiles are changed to adult automatically when patrons turn 13.
- 4_EDU and Accommodation user profiles allow more or fewer borrowing and hold privileges.
- 5_UPDATE is assigned when contact information needs to updated.
- EXCLUDED allows no services. An alert will pop up when accounts with this profile are opened in Check Out.
- BLOCKED is an account status based on fees over $50, not a user profile.
- IMPORTANT: If the patron does not volunteer or agree to change their user profile to A_1_ITEM or A_5_ITEM, which will limit the number of items they can check out at one time, staff must consult with a PIC, supervisor, lead worker, or Contact Center staff before limiting use of the library.
Procedure
To change or update a Profile Name:
- Click on the wizard Modify User.
- Under the Basic Info tab, use the Profile Name drop-down menu to select the appropriate choice.
- Click on Save at the bottom of the screen.
Profile names
View/print these Patron Profile Types in Symphony as a Google Sheet.
Most Common
| Symphony Name | Description | Checkouts | Libby | More Details |
|---|---|---|---|---|
| 0_MULT | Multnomah County Adults | • 150 items • 3 weeks • 50 renewals • 20 holds |
• 20 items • 3 weeks • 10 holds |
• Eligible for ILL account |
| 1_MULT_Y | Multnomah County - Youth (12 and younger) | |||
| 2_METRO | Reciprocal Adults | • For patrons who live in the Free Service Area • Not eligible for ILL account |
||
| 3_METRO_Y | Reciprocal - Youth (12 and younger) | |||
| 4_EDU | Educator | • 150 items • 6 weeks • 50 renewals • 40 holds |
• 20 items • 6 weeks • 10 holds |
• 2 Lost items may be waived each calendar year • Not eligible for ILL item checkout • Lucky Day items check out for 3 weeks |
| 5_UPDATE | Check Account - Update needed | Yes | • Details are found in the patron’s Extended Info tab • Digital access is NOT affected |
Accommodation
| Symphony Name | Description | Checkouts | Libby | More Details |
|---|---|---|---|---|
| A_1_ITEM | Access - 1 Item | • 1 item • 3 weeks • 2 renewals • 20 holds • No ILL |
• 20 items • 3 weeks • 10 holds |
• 4-hour chromebook loans • Holds kept on the holdshelf for 2 weeks • May be eligible for ILL account |
| A_5_ITEM | Access - 5 Items | • 5 items • 3 weeks • 2 renewals • 20 holds |
||
| A_6_WEEK | Access - 6 Weeks | • 150 items • 6 weeks • 50 renewals • 25 holds |
• 20 items • 6 weeks • 10 holds |
Limited
| Symphony Name | Description | Checkouts | Libby | More Details |
|---|---|---|---|---|
| BLOCKED | Account status due to fees over $50, not a user profile | None | Yes | • Accounts are blocked when fees are over $50 • Digital access is NOT affected |
| DELETE | Account Marked for Deletion | None | • Details are found in the patron’s Extended Info tab • Accounts will be automatically deleted each week |
|
| EXCLUDED | Excluded Patron | None | • Details are found in the patron’s Extended Info tab • No online or database access |
|
| ONLINE | Online Registration | • Digital checkouts • 5 holds |
• 20 items • 3 weeks • 10 holds |
• Issues temporary card number and access to online content • Accounts will be automatically deleted after 6 months. Patrons will be notified. |
| RESTRICTED | Account Limited | Yes | Yes | • Assigned only by Safety Coordinators and INTS Access Services • Chromebook loans NOT allowed • All other access unchanged |
Home Delivery (formerly LOS)
| Symphony Name | Description | Checkouts | Libby | More Details |
|---|---|---|---|---|
| LOS | Library Outreach Services |
• 150 items • 8 weeks • 50 renewals • 60 holds |
• 20 items • 6 weeks • 10 holds |
• Assigned by Contact Center & other trained staff • Includes programs: • Words on Wheels (WOW) - volunteer-delivered. Holds kept on the holdshelf for 2 weeks • Regmail (REG) - Regular Print & DVD/Blue Ray • Books by Mail (BBM) - Large Print & Books on CD • Eligible for ILL account - items sent in mail - standard check out • Holds kept on the holdshelf for 2 weeks |
| LOS_LOBBY | LOS - Lobby | • Items delivered in person to groups of patrons at sites (congregate living, community centers, etc.) • Assigned by Community Engagement and Library Outreach Specialist staff only • Eligible for ILL account |
One Year
| Symphony Name | Description | Checkouts | Libby | More Details |
|---|---|---|---|---|
| PAID_A | 1 Year Fee Card for Adult | • 150 items • 3 weeks • 50 renewals • 20 holds |
• 20 items • 3 weeks • 10 holds |
• $180 per year, per household • Patron paying fee identifies names of household members at time of annual registration • Eligible for ILL account |
| PAID_Y | 1 Year Fee Card - for Youth (12 and younger) | |||
| TAX | Taxpayer Card for Adult | • Patron must present a tax statement • One tax statement per household • Taxpayer identifies names of household members at time of annual registration • Eligible for ILL account |
||
| TAX_Y | Taxpayer Card - for Youth (12 and younger) |
Programs
| Symphony Name | Description | Checkouts | Libby | More Details |
|---|---|---|---|---|
| FILTER_Y | Filtered internet only (18 and younger) | • 150 items • 3 weeks • 50 renewals • 20 holds |
• 20 items • 3 weeks • 10 holds |
• Assigned after a parent/guardian fills out a Filter change form • Updated when the patron turns 18 |
| PASSPORT | Oregon Passport Program | • 10 items • 3 weeks • 50 renewals • 10 holds |
• Must show a library card from a participating library at registration • Full access to Libby, Kanopy, and Hoopla • In branch access to databases |
|
| PASSPORT_Y | Oregon Passport Program - Youth (12 and younger) |
Staff Use
| Symphony Name | Description | Checkouts | Libby | More Details |
|---|---|---|---|---|
| ADM | Used By Staff | • 499 items • 12 weeks • 50 renewals • 200 holds |
• 40 items • 3 weeks • 10 holds |
• For library business only |
| ADM_MYMCL | Used By Staff For My MCL | • For library business only • Accounts registered with My MCL for booklist creation |
||
| ILL | Used by Interlibrary Loan Staff | • For library business only • Only used by Interlibrary Loan staff • Used for MCL items on loan to other library systems |
Policy
User profiles are assigned to accounts according to the needs and address of the patron. They set what services patrons may use and rules such as loan periods, number of items that can be checked out and the number of holds that can be placed at one time.
If the patron does not volunteer or agree to change their user profile to A_1_ITEM or A_5_ITEM, which will limit the number of items they can check out at one time, staff must consult with a PIC, supervisor, lead worker, or Contact Center staff before limiting use of the library.
Staff and volunteers at the library, may be assigned a user profile of 0_MULT if they live outside Multnomah County, so they can use all library services.