Copy an Existing Patron Record

You can copy a patron's registration information when registering a new patron who has similar information, such as a family member.

To copy a patron's registration:

1. Open the patron record that you want to copy.
2. Click REGISTRATION to go to the Registration view.
3. Click COPY.

The patron record is copied and the Patron Registration page displays with the name Patron Registration 1. Many field values are copied to the new patron record.

4. Enter the patron's name, barcode, and other information.
5. Click SAVE to save the new patron record.

Field values and settings copied to the new patron record.

Profile view

• Last name
• First name
• Middle name
• Title
• Suffix
• Registered Branch
• Patron Code
• Expiration Date
• Birth Date
• Gender

Attributes view

All field values are copied if defined: five user-defined fields (UDFs) and the patron custom data fields (PCDFs) the library uses.

Email view

• Email Address
• Alt Email Address

Addresses view

• All addresses
• Address Check Date

Phone/fax view

• Phone 1,2,3

• Fax

  

Notification Settings view

All field values and settings are copied.

Preferences view

All field values and settings are copied.