Filter Patron Custom Data Fields

To filter patron custom data fields:

1. In the Administration Explorer tree view, open the Profiles folder at the system, library, or branch level and select the Patron Services tab.
2. Double-click Patron custom data: Filter. The Patron custom data filter dialog box opens.

 

3. Select the check box next to the PCDFs that you want to make available for your library or branch organization, and clear the check box next to the PCDFs that you do not want to be available for your branch or library organization.
4. To change the order in which the fields will be displayed, select the up or down arrow button.

Note:
If you are filtering the custom data fields at the library or branch level, you can select Revert to allow the current settings to be replaced by the settings from the organization above (System if at the Library level; System or Library if at the Branch level).
If changes are made after Revert is selected, then saving the changes overwrites the settings for the current organization.

5. Click OK. The list of PCDFs is updated for your organization.

To require PCDFs or set defaults, see Setting Patron Registration Required Fields and Defaults