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Chapter 5. FILE MAINTENANCE

   

 

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Adding Patrons

To add patrons to a Routing List:

1. From the Routing Add/Edit screen (see Creating Routing Lists for details) or Editing Routing Lists for details) for the desired Routing List, click the Modify Patron List button.
   • The Patron Add/Edit screen displays.

• The Patron Add/Edit screen shows the Routing List Name of the Routing List with which the Patron List is associated, and includes a listing of all patrons currently in the Patron List. Each line in the listing shows the sequence number (SI.No.), Sort Order, Patron Name and Barcode for each patron.

2. Enter the last name or barcode of the patron you wish to add to the list in the Add a Patron Name or Barcode text box.
   • You may enter a complete or partial last name or barcode.
3. Click the Submit button.
   • A list of patrons matching your search criteria displays.

• Each line in the listing shows the Patron Name, Barcode and Patron Category for the associated patron.
• The list is arranged in numeric order, by Barcode.

• Click the Patron Name of the desired patron to add the patron to the Patron List and return to the Patron Add/Edit screen.

4. Repeat steps 2 and 3 to add additional patrons to the Patron List.
5. Set the routing order for the patron list:

   NOTE: Routing order must be updated on a patron-by-patron basis. By default, patrons added to the list are assigned a Sort Order of “0.” Patrons with a Sort Order of “0” are placed at the end of the list in alphabetic order by Patron Name.

   • Enter the desired routing order for the patron in the Sort Order text box, then click the associated Update button.
     • The Patron List refreshes to display the modified routing order.

     NOTE: If two or more patrons are assigned the same Sort Order, the patrons are listed in alphabetic order by Patron Name.

6. When all desired patrons have been added to the list, and the routing order adjusted as desired, click the Return to Add Routing List Screen button to return to the Add Routing List screen.

 

 

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