Set patron data fields for the Check Out workform

To set which optional patron data fields appear, and the order in which they appear, in the header of the Check Out workform:

Note:
You can set these options at the system, library, or branch level. The settings you make here also control the patron data displayed in the header of the Patron Status workform.

  1. In the Administration Explorer tree view, open the Parameters folder for the organization, and select the Patron Services tabbed page in the details view.
  2. Double-click Check-out: Optional patron data. The Optional Patron Data Display dialog box appears.

OptPatronData.gif 

 

  1. To display a field in the Check Out workform header, select the field in the Options list and click Add. The options include the user-defined fields set up for your system. The field is placed in the Selections list.

Note:
If you select eReceipt, the field will be displayed regardless of whether you have enabled eReceipts for this organization. If eReceipts are enabled and you later decide to disable them, remember to remove the eReceipt option from the Check Out workform header. For more information about eReceipts, see Setting Up eReceipts.

  1. To move a field higher or lower in the workform header, select the field in the Selections list, and click Up or Down.
  2. To remove a field from the workform header, select the field in the Selections list, and click Remove. The field is placed in the Options list.
  3. Click OK on the dialog box. The Administration Explorer appears.
  4. Select File | Save.