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 Search page or 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.
 

Using the Advanced Editor

1. To display more field and subfield choices, click Use Advanced Editor. This displays the advanced record editor.
2. On this page, you can edit the record.
 
 
  • To insert a new field, type the field number in the keyword box at the top, then click Insert Field. This displays another page with subfield choices; its contents will vary depending on the field. Select the check box next to the desired subfield, or type the subfield in the keyword box, then click OK.
  • You can hold your mouse over the number in the Field column until a menu displays, then click an option in the menu. In control fields, your options are Edit or Delete; in data fields, your options are Insert Subfield, Delete, Move Up, Move Down, and Rename.
  • 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.
 
Tip: To type multiple fields or
subfields in a keyword box,
separate the entries with a
comma and no spaces (for
example, to insert fields 200,
300, and 500, type
200,300,500).
 

Creating a Patron Record by Duplication

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.