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Chapter 5. FILE MAINTENANCE

   

 

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Deleting Patrons

You can delete multiple patrons from a selected routing list, or delete a selected patron from multiple routing lists.

To delete patrons from a selected Routing List:

1. From the Routing Add/Edit screen (see Creating Routing Lists 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. Click the Delete from List link for the patron you wish to delete from the Patron List.
   • The Patron Add/Edit screen refreshes, with the selected patron deleted from the list.
3. Repeat step 2 to delete additional patrons from the Patron List.
4. When all desired patrons have been deleted from the list, click the Return to Routing List Screen button to return to the previous Add Routing List screen or Edit Routing List screen.

To delete a patron from multiple Routing Lists:

1. From the Serials menu, select File Maintenance - Routing.
   • The Select Routing List screen displays.
2. Click the Search for Patrons link.
   • The Routing Lookup by Patron screen displays.

3. Enter the last name or barcode of the desired patron in the Enter Patron Name or Barcode text box.
   • You may enter a complete or partial last name or barcode.
4. Click the Submit button.
   • A list of patrons matching your search criteria (who are currently included in one or more Routing Lists) displays.
   • The list is arranged in numeric order, by Barcode.

5. Click the name of the desired patron.
   • The List Routings for Patron screen displays.

• The List Routings for Patron screen shows the Patron Name and Barcode of the selected patron, and lists all Routing Lists in which the patron is included and the Title(s) to which each Routing List is attached.

  NOTE: A single Routing List may be attached to multiple titles.

6. Select the Delete checkbox for each Routing List from which you wish to delete the patron.
   • A checkmark indicates the patron will be deleted from the associated Routing List.
   • An empty checkbox indicates the patron will not be deleted from the associated Routing List.
   • Clicking a checkbox will toggle it on and off.
   • If desired, click the Check/Uncheck All link to select or deselect all Delete checkboxes.
7. When all desired Delete checkboxes have been selected, click the Submit button to delete the patron from the selected Routing Lists.
   • The screen refreshes with the selected Routing Lists removed.
   • Click the Close button to return to the Routing Lookup by Patron screen. Click the Close button on the Routing Lookup by Patron screen to return to the Select Routing List screen.

 

 

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