Create a Record Set from the Patron Registration Workform

To create a record set from the Patron Registration workform:

1. Display the Patron Registration workform for the patron record you want to add to a record set.
2. Select Tools > Add to Record Set > New from the context menu. The Record Set workform appears with one patron record listed.
3. Type a name for the record set in the Name box.

Note:
Only the owner can modify the record set. If the owner is an organization, all the staff members of the organization can modify the record set (if they have the appropriate permissions).

4. If you want to change the record set’s owner, select it in the Owner box.
5. If you want to include a note, type it in the Note box.
6. Add other patron records to the record set. See Add Records to a Record Set.
7. Select File > Save to save the record set.