Setting Up Patron Custom Data Fields
You can define up to 10 patron custom data fields in addition to the 5 user defined fields (UDFs). In Polaris Administration, Patron Custom Data Fields (PCDFs) are defined at the System organization level; filtered at the library or branch level; and configured at the branch level to specify required fields or default values for the Patron Registration workform in the staff client and the PAC self-registration and Update Info pages.
To define the PCDFs for the library system, enter a unique label and define fields. See Define Patron Custom Data Fields (PCDFs). Once these PCDFs have been defined at the System level, you can filter the PCDFs at the branch level so that only the PCDFs your branch wants to use are listed. When a PCDF is selected for the branch organization, it will be available to configure for the Patron Registration workform in the staff client and for the Self Registration page in the PAC (PowerPAC and Mobile PAC). See Filter patron codes for specific organizations.
When configuring the display of PCDFs for the staff client Patron Registration workform, you can set default values for custom fields or specify that custom fields are required. See Setting Patron Registration Required Fields and Defaults.
A patron custom data field may be modified or deleted at the System level in Polaris Administration, provided the field is not used in any patron record. See Modify or delete a PCDF.
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For information on configuring PCDFs for PAC registration and contact/preferences update forms,