Patron Merge Dialog Box

Use this dialog box to merge two patron records that represent one person. You need the system-level Circulation permission Merge patrons: Allow to merge patron records.

The patron record from which you opened the dialog box is the primary record. Information from a secondary record you select is added to the primary record. The records can belong to different registration branches. For details, see Merging Patron Records. When the records are merged, the secondary record is deleted.

Use the dialog box to do these tasks:

• Find the secondary record - Click Select patron to delete. The Polaris Find Tool opens. Search for the secondary patron record, right-click the secondary patron record in the results list, and choose Select from the context menu. Information from the record you selected is listed in the secondary patron record section of the Patron Merge dialog box.
• Open the secondary record (Optional) - When the secondary record information is displayed in the Patron Merge dialog box, click Open to view the record.
• Merge the records - Click Merge. The secondary patron record is deleted, and information is transferred to the primary record.