Page 102 - M5 User Guide

Patron Records (Add, Duplicate, Edit, Delete)
Patron Records (Add, Duplicate, Edit, Delete)

Note: Patron records can also be
added and edited within Circulation.

To deal with patron records in the Catalog, first change the active database to the patron database.
• Click on Libraries in the left menu.

• Change the dropdown menu from standard to patrons.

• Click back on one of the Search pages (Standard, Enhanced, or Visual).

Adding a Patron Record to the Catalog
On the Results page, click the Add Record link at the top of the page. This displays the basic record editor,
which allows you to quickly enter a record. If more options are required, skip to Using the Advanced Editor.

Using the Basic Editor
1. Type data in the desired fields.
2. To mark this record for deletion, select the Mark for Deletion check box.
The record will not be totally removed from the database until you select the Purge Record check
box and then Save.
3. When finished, click Save.

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