Patron Bulk Change - UDFs Tab

Use the Patron Record Bulk Change dialog box to make the same changes to all the records in a patron record set. See Creating and Using Record Sets and Bulk-Changing Patron Records.

The settings on the UDFs tab control changes in user-defined fields (UDFs). (Your library specifies the user-defined fields (UDFs) for patron records in Polaris Administration.) When you apply bulk changes to UDFs, the text of a UDF is treated as a single unit. The whole text string can be deleted, replaced, or added, but you cannot replace parts of a text string. Bulk change affects only a UDF’s text string, not a UDF’s definition. You can choose from the following actions:

• Add - Input text in blank UDFs.
• Overwrite - Replaces the existing text in UDFs with new text, and adds the new text to any blank UDFs.
• Replace - Replace the existing text in UDFs with new text. The new text is not added to any blank UDFs.
• Delete - Delete the text in UDFs. You can only delete an entire text string, and you must specify this entire text string.
• Clear - Delete the text in all UDFs, no matter what the text is.

Select (check) the fields you want to change, select the appropriate action, and specify new text if appropriate.