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First, you will need the .p number from both accounts. The .p number can be found in the patron’s record in the view or edit mode. Write down the .p numbers from both accounts. Please note which account is the source (the record from which you want to copy data. The source record is deleted after merging), and the destination (The record to which you want to copy data. The destination record is retained after merging).
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Merging Duplicate Patron Records:
Choose Merge Duplicate Patron Records from the Function list.
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All this information will only be seen when the destination record is viewed in the Check Out (Circulation Desk) Function.
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System Messages
The following section describes some of the messages you might see when you attempt to merge patron records.
Cannot merge - source record has booking.
The source record contains a booking. Cancel the booking then proceed.
Cannot merge - source record has an item on the holdshelf.
The source record has a held item on the holdshelf. Cancel the hold to proceed.
Destination and source records cannot be identical.
You entered the same patron record in both fields. To proceed, enter a different source or destination record.
Cannot merge - source record has virtual items.
The source record contains INN-Reach, Interlibrary Loan, or NCIP Relais requests. Cancel the requests to proceed.
Cannot merge - resulting record would be too large.
The modified destination record would exceed 100k in size. To proceed, delete variable-length fields, collect or waive fines, or cancel holds in the destination record.
Cannot merge - too much money owed.
The modified destination record would exceed the maximum allowed in the MONEY OWED field. To proceed, collect or waive fines in the source or destination record.
Cannot merge - too many checked-out items.
The modified destination record would have more than 1900 checkout links. To proceed, check in some items from the source or destination record.
Related Documentation
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