USER ADMINISTRATION

Chapter 2. MANAGING USERS

   

 

< PREVIOUS Chapter 2 Editing Patron Groups

CONTENTS INDEX

NEXT > Chapter 2 Printing Patron Category/Group Parameters

---

Merging Patron Groups

You can combine two individual Patron Groups into a single patron group by merging the patrons from one group into another.

To merge patron groups:

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

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

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

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

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

4. Click the Submit button on the Merge Patron Groups screen to merge the selected groups.

   NOTE: Be sure to select the patron groups you wish to merge in the correct order. Patrons in the group selected from the Edit patrons with group menu will be re-identified as patrons of the group selected from the Change to Patron Group menu.

   • The Patron Groups screen refreshes to display your changes.

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

 

 

---

< PREVIOUS Chapter 2 Editing Patron Groups

CONTENTS INDEX

NEXT > Chapter 2 Printing Patron Category/Group Parameters