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CIRCULATION ADMINISTRATION

Chapter 5. MANAGING PATRON GROUPS AND CATEGORIES

   

 

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.

    NOTE: If your library is a member of a consortium or collective that utilizes a “shared patron database,” a warning dialog displays the message “Warning: This list is used by all libraries. Adding, merging or editing the name will affect all other member libraries. Do you want to continue?” Click the OK button to continue editing the Patron Group. Click the Cancel button to cancel the operation and return to the Patron Groups screen.

    • The Merge Patron Groups screen displays in an additional browser window.

Merge Patron Groups Screen

Merge Patron Groups Screen

  1. 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.

  2. 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.

  3. 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.