Docs: New changes to new patron registration duplicate search.
authorJennifer Pringle <jennifer.pringle@bc.libraries.coop>
Thu, 21 Apr 2016 22:36:36 +0000 (15:36 -0700)
committerYamil Suarez <yamil@yamil.com>
Fri, 22 Apr 2016 03:27:18 +0000 (23:27 -0400)
Signed-off-by: Jennifer Pringle <jennifer.pringle@bc.libraries.coop>
docs/circulation/circulation_patron_records.txt
docs/media/patron-reg-duplicate-search-1.png [new file with mode: 0644]
docs/media/patron-reg-duplicate-search-2.png [new file with mode: 0644]

index 41a71bb..32a9588 100644 (file)
@@ -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
 ~~~~~~~~~~~~~~~~~~~~~~~~
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