From: Jennifer Pringle Date: Thu, 21 Apr 2016 22:36:36 +0000 (-0700) Subject: Docs: New changes to new patron registration duplicate search. X-Git-Url: https://old-git.evergreen-ils.org/?a=commitdiff_plain;h=a25d07d529a178b3a948676e747d9a0e79056e2e;p=evergreen%2Ftadl.git Docs: New changes to new patron registration duplicate search. Signed-off-by: Jennifer Pringle --- diff --git a/docs/circulation/circulation_patron_records.txt b/docs/circulation/circulation_patron_records.txt index 665d643366..f6e74c78a1 100644 --- a/docs/circulation/circulation_patron_records.txt +++ b/docs/circulation/circulation_patron_records.txt @@ -100,6 +100,23 @@ Local Admin -> Statistical Categories Editor_). Date_ button will work, since the permission group determines the expiration date. ============================================================================ +New Patron Duplicate Search +^^^^^^^^^^^^^^^^^^^^^^^^^^^ + +As a new patron is being registered Evergreen checks some of the information entered against existing patrons to catch duplicate registrations. + +The fields that are checked are patron name (_First Name_ and _Last Name_), _Email_, _Daytime Phone_, _Evening Phone_, and _Other Phone_. Both active and inactive patrons are checked. + +When a match is found a link will appear indicating how many duplicate patrons there are and what information they match on. + +image::media/patron-reg-duplicate-search-1.png[patron registration] + +To view the duplicate matches click on the link. This performs a patron search in a new tab. + +WARNING: This search only includes inactive patrons if the _Include inactive patrons?_ check box is checked. + +image::media/patron-reg-duplicate-search-2.png[patron search] + Patron Self-Registration ~~~~~~~~~~~~~~~~~~~~~~~~ diff --git a/docs/media/patron-reg-duplicate-search-1.png b/docs/media/patron-reg-duplicate-search-1.png new file mode 100644 index 0000000000..f46d64c35d Binary files /dev/null and b/docs/media/patron-reg-duplicate-search-1.png differ diff --git a/docs/media/patron-reg-duplicate-search-2.png b/docs/media/patron-reg-duplicate-search-2.png new file mode 100644 index 0000000000..a02db5cb48 Binary files /dev/null and b/docs/media/patron-reg-duplicate-search-2.png differ