Page 105 - M5 User Guide

Creating a Patron Record by Duplication Patron Records (Add, Duplicate, Edit, Delete)
1. Search for the patron record you want to duplicate. Enter the desired search criteria, then click
Search. This displays the Results page with your search results.
2. On the Results page, click the Duplicate link in the patron record. This displays the basic record
editor with a duplicate record. (To display more field and subfield choices, click Use Advanced Editor.
This displays the advanced record editor. See Using the Advanced Editor.)
3. Edit the data as needed.
4. 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.
5. When finished, click Save.

Editing a Patron Record
1. Search for the patron record you want to edit. Enter the desired search criteria, then click Search.
This displays the Results page with your search results.
2. Click the Edit Record link in the patron record. This displays the basic record editor with record
data. (To display more field and subfield choices, click Use Advanced Editor. This displays the
advanced record editor. See Using the Advanced Editor.)
3. Edit the data as desired.
4. 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.
5. When finished, click Save.

Deleting a Record
1. Search for the record you want to delete.
2. On the Results page, click Delete. This marks the record for deletion. The record will not be totally
removed from the database until you select the Purge Record check box and then Save.

NOTES:
• To undelete a record, click Edit on the Results page. In the record editor, clear the Mark for Deletion

check box, then click Save.
• Records can be deleted and/or purged in batches in Advanced Cataloging. See Using Find and

Replace.

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