USER ADMINISTRATION
Chapter 2. MANAGING USERS
Resolving User Duplicate Check Results
The User Registration Duplicate Checking function aids in minimizing the occurrence of creating more than one user record for a given patron. When a user record is saved, the system compares new (and, optionally, edited) user records against all records in the user database to identify selected duplicate fields (username/barcode, patron name, address, birth date, and/or contact information) (see Configuring User Registration Duplicate Checking for details). In the event duplicate values are detected between the added/edited record and any other existing record in the user database, notification is provided to permit staff to determine the proper disposition for the new/edited record.
If duplicates are not found:
If duplicates are not found during the duplicate check, the User Duplicate Check Results dialog displays the message “No duplicates found after checking by (fields checked).”
User Duplicate Check Results – No Duplicates
- To continue to submit the record:
- Click the Continue button to submit the record and close the User Duplicate Check Results dialog.
- To cancel the submit process:
- Click the Cancel Submit button to close the User Duplicate Check Results dialog without submitting the record. The message “User Edit Cancelled – User Edit was not written” or “User Edit Cancelled – User Edit was not written” displays, as appropriate.
- Click the Close button to close the message and return to the Add a New User screen or Edit User Account screen, as appropriate.
- Make any desired changes, then click the Submit button to resubmit the form.
If duplicates are found:
If duplicates are found during the duplicate check, the User Duplicate Check Results dialog displays lists of user records for each checked field in which duplicates were found. Each list identifies the field containing the duplicate value, and the content of the field. Each entry in the list(s) shows the Username, Full Name, Address, City, State, and Zip code taken from the user record in which the duplicate field was found.
User Duplicate Check Results –Duplicates Found
- To continue to submit the record:
- Click the Continue button to submit the record and close the User Duplicate Check Results dialog.
- To cancel the submit process:
- Click the Cancel Submit button to close the User Duplicate Check Results dialog without submitting the record. The message “User Edit Cancelled – User Edit was not written” or “User Edit Cancelled – User Edit was not written” displays, as appropriate.
- Click the Close button to close the message and return to the Add a New User screen or Edit User Account screen, as appropriate.
- Make any desired changes, then click the Submit button to resubmit the form.
-
To
view brief data from a user record containing a duplicate field, click the
username link for the record you wish to view. The User Duplicate Checking
Results dialog refreshes to display brief user data taken from the selected
User Record.
- Click the Cancel Submit button to close the User Record dialog without submitting the record. The system returns to the Add New User screen or Edit User Account screen, as appropriate. Make any desired changes, then click the Submit button to resubmit the form.
- Click the Edit this Record link to edit the associated User Record. The Edit User Account screen for the currently active User Record displays. Make any desired changes, then click the Submit button to resubmit the form.
User Record – Brief User Data
NOTE: If the Edit User Account screen is currently active when the Edit this Record link is selected, the screen refreshes to display data for the currently active User Record, and any previously unsaved changes are discarded.
- Click the Return to Dup. Check Results button to return to the User Duplicate Check Results dialog.