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Department:
Circulation
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Purpose:
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Occasionally a patron will end up with two records. These need to be merged into one record to allow for checking out materials.
Overview:
Sometimes Sierra will upload extra records for a single patron. These records need to be merged together into a single entry.
Required Knowledge/Skills:
Sierra
Safety Issues/Precautions:
None
Equipment/Supplies:
Computer with, patron
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numbers from both accounts to be merged together.
Procedure
1. In Sierra look up patron with multiple records.
2. Select one record
3. Click the button marked ‘Edit’.
4. On the top of the pop-up screen it will say “Edit Patron Record. pXXXXXXX.
a. The “x”s represents the patron number that will be needed. Copy this down from each of the patron’s records.
b. Choose a single record to be the main record used. (I would use the one with the most items currently checked out.)
5. Using the left side menu on the Sierra program choose the 16th icon labeled “Merge Patrons”.
6. Enter the patron number that is not the main number as the “FROM” record.
7. Enter the patron number that is the main number as the “TO” record.
8. If both records match and can be merged the “Merge Patrons” button
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on the upper right-hand side of the screen will become
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clickable. Click the “Merge Patrons” button.
9. If you are sure that these two records should be merged together select the “YES” button on the pop-up screen.