USER ADMINISTRATION

Chapter 2. MANAGING USERS

   

 

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Merging Patron Categories

You can combine two individual patron categories into a single patron category by merging the contents of one category into another.

To merge patron categories:

1. On the Patron Categories screen, click the Merge Categories button.
   • The Merge Patron Categories screen displays in an additional browser window.

2. Select the patron category you wish to merge into another category from the Edit patrons with Category drop-down menu.

   NOTE: The Edit patrons with Category menu lists all patron categories currently defined for your library.

3. Select the patron category into which you wish to merge the previously selected category from the Change to Patron Category drop-down menu.

   NOTE: The Change to Patron Category menu lists all patron categories currently defined for your library.

4. Click the Submit button on the Merge Patron Categories screen to merge the selected patron categories. (Click the Close button to close the Merge Patron Categories screen without merging the selected patron categories.)

   NOTE: Be sure to select the patron categories you wish to merge in the correct order. Patrons associated with the patron category selected in the Edit patron with Category menu will be reassigned to the patron category selected in the Change to Patron Category menu.

   • The Patron Categories screen refreshes to reflect your changes.

NOTE: If the “merged” patron category (selected from the Edit patrons with Category menu) will no longer be used by your library, set the status for the patron category to “inactive.”

 

 

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CONTENTS INDEX

NEXT > Chapter 2 Managing Patron Groups