Creating a Patron Record

To create a patron record, you must be assigned permission 162 (Create patron records). See Permissions Used by Sierra for more information.

Creating patron records using the Routing function is possible only if your system is configured to use the patron record database for routing.

To create a new patron record:

  1. Choose Circulation Desk or Routing from the Function list.
  2. Choose File | New Patron
  3. Follow the steps described in Entering Data into New Records. When you save the record, the new patron record appears in the main window.
See also:
Creating Patron Records On-The-Fly
Indicating a Patron Record Was Created On-The-Fly
Swedish Population Archive

Patron Record Notes

Invalid Barcode Warning

If your system uses check digits for barcodes, Sierra warns you if you attempt to save an item or patron record that has an invalid barcode.

Invalid Telephone Number Length Warning

If your library has set the Telephone Number Length Verification circulation option to a number greater than 0 (zero), Sierra requires that any new telephone numbers be the length specified by your library. When creating a new patron record:

  • If you can obtain the new patron's telephone number, insert a TELEPHONE (or TELEPHONE2) field and enter the number. Digits you enter will display in red until you have entered the appropriate number of digits. When you have entered the specified number of digits into this field, the numbers display in black. You will then be able to save the field to the record.
  • If you cannot obtain the new patron's telephone number, do not insert a TELEPHONE field. You will be able to save the record.