Merge Patron Records

To merge two patron records:

Note:
You need the system-level Circulation permission Merge patrons: Allow to do this procedure, as well as permission to modify patron records for the patron’s registered branch in the primary record.

  1. Display the primary patron record (the record you want to keep) in the Patron Registration workform. See Find patron services and related records.
  2. On the Patron Registration workform, select Tools, Merge with Patron. The Patron Merge dialog box opens.
  3. Click Select patron to delete. The Polaris Find Tool opens.
  4. Search for the secondary patron record. This is the record that contains the information you want to transfer to the primary record. When the merge is complete, the secondary record will be deleted.
  5. In the Find Tool results list, right-click the secondary patron record and choose Select from the context menu.

Note:
If the selected record cannot be merged, a message appears. See Blocks to Merging Records for details.

Tip:
When the secondary record information is displayed in the Patron Merge dialog box, you can click Open to view the record.

If there are no blocks to merging the records, the Find Tool closes. Information from the record you selected is listed in the secondary patron record section of the Patron Merge dialog box.

  1. Click Merge to merge the records. The secondary patron record is deleted, and information is transferred to the primary record. See Effects on Patron Record Information for details.
  2. Select File > Save or click the Save button to save the primary record.