Setting Up Free Text User-Defined Fields for Use as Alternate IDs

Use these steps to configure free text UDF fields in the patron record to be used as an alternate ID to check out items.

To configure a free text user-defined field for use as an alternate ID:

1. In the Administration Explorer tree view, expand the System folder, select Profiles, and then select the Patron Services tab.
   
2. Select Setup next to Patron registration user defined fields.
   
   
3. In the User Defined Field Options dialog box, select the checkbox Use as alternate ID for checkout to indicate that the free text field can be used as an alternate ID to check out patron items.
   
   
4. Select Apply to save the changes.
   
   
5. (Optional) Select the Only when no barcode match found checkbox if you want the patron search to happen only if no matching barcode is found. This checkbox is only enabled when the Use as alternate ID for checkout checkbox is checked.
   

Note:
If the Drop-menu option is selected: the field's content will not be affected; the checkboxes will be disabled; and the free text field will be converted to a drop-menu field and cannot be used as an alternate ID.