Creating a New School Borrower Account

Open Horizon
Open the CKO Window (under the Circulation folder)
Click on the Borrower dropdown menu > Find Borrower
Search for the student
1. A student can have a school and a public library card.
2. If the borrower already exists at the same type of library as yours, you’ll edit the record; do not create new.
Return to the CKO window
If the student already has a student card, you may edit (if there are changes), or move on to the next student.

In the CKO window, click on the Borrower dropdown menu > New Borrower
FYI -- any time you see a Codes box, it is a drop down menu with options from which you may select.
Scan in the barcode from a new card
Fill in required codes (see example below)
Fill out any fields determined by your district and building
Hit Save
Hit Close

See example below:

*Barcode: Scan new card (13 digits, starts with 11)
Student ID Numbers: Required if you use Student Record Upload
Homeroom: Enter according to local policy
*BTYPE: For schools, this will be either student or staff
*Grade: Required if you use Student Record Upload; also useful for running reports
*Grad Year: Required for end of year student record purge
*Expiration Date: Auto-fills after BType is entered
PIN: 4 digits
*Stat Class: Graduation year (e.g.: gr-2020, from Codes list)
*Name: LAST, FIRST (in ALL CAPS)
*Location: Auto-filled by Horizon login
Address: Auto-filled with School name
Notice by: “Stnd” is standard or print. These will have to be printed by the location. “E-mail” are email notices sent by SELCO.
Email: Email name is borrower’s first name
Preoverdue: If this box is checked, borrower will receive a notice items that have upcoming due dates.
Addr.: Must be valid email format (e.g., janedoe@gmail.com)

*Required Fields

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