Patron Record Set Workform

The Patron Record Set workform lists the member records in the record set. Use the Patron Record Set workform to:

• Set up a new record set - Type a name for the record set in the Name box. Specify the owner of the record set in the Owner box. Only the owner can modify the record set. If an organization is the owner, all the staff members of the organization can modify the record set. Use the Note box to describe the purpose or enter other relevant information. See Creating and Using Record Sets.
• Add patron records to the record set - You can add records to a record set in the following ways:
  • Select Tools, Add, Search, or click , to search for the record and select it from the results list.
  • Scan or type a barcode: select Tools, Add, Scan, or click . The Scan Barcode dialog box appears, in which you scan the barcode (or type the barcode and press ENTER).
  • Select Tools, Add, From file or clickto populate the record set with existing patron records by reading patron IDs from column in an Excel file. When you add patron records to a record set using a file, no new patron records are added.
• Remove records from the set - Select the records, and select Tools, Remove, or click .
• Work with individual records - Double-click a record to open it. Click  above the record list to delete a record from the database. If a record cannot be deleted for any reason, the delete error dialog box appears. For information about the conditions that may prevent a record from being deleted, see Deleting Patron Records.
• Bulk-change records - Select Tools, Bulk Change, or click . See Bulk-Changing Patron Records.
• Create an item record set of the items linked to the patrons in this record set - Select Tools, Create Item Record Set or click .
• Print information from this workform - Select File, Print, Current View (workform) or File, Print, List View (records list), or click the down arrow by the print button .
• Delete this record set - Select File, Delete, or click .