New PATRON Record: Duplicate checking on fields

Use this circulation option to specify the fields to be checked for duplicate patron records when library staff create new patron records or create patron records on-the-fly.

To specify the fields to be checked:

  1. Enter a list of one-letter field group tags from the patron record.

Usually duplicate checking is done on the barcode (field group tag b) and the university ID (tag u) or the Social Security number.

Using field group tags other than "a-z" can prevent subsequent local edits to this option. If this option displays the value Call Innov., contact Innovative to make the changes you need.

  1. Ensure that all the tags listed in this circulation option are indexed. If a field you want checked has an index tag that is different from its field group tag, you must enter both tags.