Patron scoring (A-F)

How the grade is computed and what each grade means.

Every patron gets an A-F grade based on engagement and standing.

How it's calculated

  • A: All on-time returns, active engagement (recent loans/holds)
  • B: Mostly on-time, regular activity
  • C: Occasional late returns, normal activity
  • D: Frequent late returns, sporadic activity
  • F: Multiple late/lost returns, account flagged

The score updates after every loan transaction.

What each grade affects

  • A-D: No restrictions
  • F: Auto-blocked from new holds and checkouts until cleared

Clearing an F

  • Patron returns outstanding books
  • A librarian reviews and clicks "Clear block" on their profile
  • They can borrow again immediately

Where you see scores

Patrons → list view shows each patron's grade in a small pill (A, B, C, D, F).

Patron view

Patrons can see their own grade in Portal → My account if your library exposes it. Settings → Patrons → toggle "Show patron grade to patrons".

Adjusting thresholds

The score algorithm is global. Adjust thresholds in Settings → Patron Scoring:

  • Late return tolerance (days)
  • Lost book weighting
  • Recency of activity (how recent is "active")

Manual override

You can manually set a patron's grade or block status from their profile. Useful for special cases.

Still stuck? Email hello@tryshelfwise.comand we'll get back within one business day.