User Defined Fields Options Dialog Box

To open this dialog box:
In Polaris Administration, select Profiles, Patron Services, Patron registration user defined fields.

Use this dialog box to view the available user-defined fields (UDFs) for your system, to set up the possible options for drop-list UDFs, and to convert UDFs from one type to the other. See Setting Up User-Defined Fields.

• View user-defined fields: The User Defined Field drop-down list contains the UDFs that were set up at implementation. Select a UDF to determine if it is defined as free text or drop-menu. Drop-menu UDFs display available options. (Individual branches can select options for use and set the display order. See Set drop-menu user-defined fields for organizations.)

• Add a drop-menu option to a drop-menu UDF: System level only: Select the drop-menu UDF in the User Defined Field list, and scroll the list of options to the bottom (blank) entry in the list. Double-click the blank field, and type the new option in the blank space. You can type up to 64 alphanumeric characters (letters and numbers).

• Convert a free-text UDF to a drop-menu UDF: System level only: Select the free-text UDF in the User Defined Field list, and select Drop-menu. All the free-text values currently entered in patron records for this UDF are listed as drop-menu options; by default, all are selected as eligible for use by individual organizations.

• Edit a drop-menu UDF option: System level only: Select the drop-menu UDF in the User Defined Field list, double-click the option, and type the new text over the old. All patron records and defaults using the old option will be updated with the option’s new text.

• Delete a drop-menu option: System level only: You can delete a drop-menu option as long as it is not currently being used in a patron record or as an organizational default setting for the UDF. UnCheck the option’s Selected checkbox.

• Select drop-menu options for use by an organization: Branch level: Select the drop-menu UDF in the User Defined Field list, then select or clear the checkboxes to choose the options you want to appear in the organization’s version of the UDF drop menu.

• Change the order of drop-menu options for an organization: Branch level: Highlight an option and select the up arrow or down arrow to move the option up or down in the list.

• Configure free text UDF fields on the patron record to be used as an alternate ID to check out items. This option can only be enabled for free text UDFs. See Setting Up Free Text User Defined Fields For Use As Alternate IDs.

Important:
When you make UDF changes, you must log out and log back in to the Polaris staff client to see the effects of your changes in Polaris workforms.