ByWater Solutions | Monday Minutes: Duplicate Patrons

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Tutorial Videos</p></a> <h1 class="h1">Monday Minutes: Duplicate Patrons</h1> </div>  </div>  <div class="contentWrap newsEntry"> <div class="section"> <section> <p class="byline"><span class="imgWrap circle small"> <img srcset=" https://d1p864utryox1q.cloudfront.net/site/users/_162x162_crop_center-center_none/jz-new-copy.jpg 162w, https://d1p864utryox1q.cloudfront.net/site/users/_324x324_crop_center-center_none/jz-new-copy.jpg 324w " sizes="162px" src="https://d1p864utryox1q.cloudfront.net/site/users/_162x162_crop_center-center_none/jz-new-copy.jpg" alt="" data-style="thumb" /> </span> by <a href="/education/author/jzairo">Jessie Zairo</a> on Nov 18, 2024</p> <p class="lead-in">In this week's Monday Minutes, Nick and Jessie discuss duplicate patrons and the system preference that controls what fields it looks at, <strong>PatronDuplicateMatchingAddFields</strong>. This preference lists the patron fields used for identifying deduplications. The default value is the surname, first name and dateofbirth. </p> <div class="videoWrap"> <iframe src="https://www.youtube.com/embed/SSnSyLBT-fQ?si=ngceNLkck49NMQL5?api=1" width="630" height="354" webkitallowfullscreen allowfullscreen></iframe> </div>  <h2 class="h2">System Preference</h2> <ol class="lead-in"><li>Navigate to Administration --> System Preferences <strong>PatronDuplicateMatchingAddFields</strong></li><li>This system preference allows you to choose which fields will be used to detect duplicate patrons.</li><li>This preference states: The following database columns: ___ will be used to detect possible duplicates when adding a new patron.<ol class="lead-in"><li>The columns can be viewed in the <a href="https://schema.koha-community.org/24_05/tables/borrowers.html" target="_blank" rel="noreferrer noopener">schema</a> for the borrowers' table. </li></ol></li><li>The Default columns selected for the preference are surname|firstname|dateofbirth.<br /></li></ol> <h2 class="h2">Duplicate Warning</h2> <p class="lead-in">Staff will see the following warning when creating a patron with a duplicate found in the system. </p> <figure class="imgWrap"> <img srcset=" https://d1p864utryox1q.cloudfront.net/education/_250xAUTO_crop_center-center_none/duplicate-patron.png 250w, https://d1p864utryox1q.cloudfront.net/education/_500xAUTO_crop_center-center_none/duplicate-patron.png 500w, https://d1p864utryox1q.cloudfront.net/education/_1000xAUTO_crop_center-center_none/duplicate-patron.png 1000w, https://d1p864utryox1q.cloudfront.net/education/_2400xAUTO_crop_center-center_none/duplicate-patron.png 2400w " sizes="(max-width: 500px) 100vw, 500px" src="https://d1p864utryox1q.cloudfront.net/education/_250xAUTO_crop_center-center_none/duplicate-patron.png" alt="" data-style="halfWidth" /> </figure> <h2 class="h2">If you were watching.......</h2> <p class="lead-in">We said we would file a bug to add City and Towns to the Quick Add Patron Record form! </p> <p class="lead-in"><a href="https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=38459"><strong>Bug 38459</strong></a> <strong>- </strong>Cities dropdown should work for quick add form as well</p> <h2 class="h2">Additional Resources</h2> <p class="lead-in">Coming in the 24.11 release! </p> <p class="lead-in"><a href="https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=37562"><strong>Bug 37562</strong></a> <strong>- </strong>Duplicate patron check when user cannot see patron leads to a blank popup</p> <div class="blogFoot"> <p class="moreByAuthor"><em class="italic">Read more by</em> <a href="/education/author/jzairo">Jessie Zairo</a></p> <p class="tags"><em class="italic">Tags</em> <a href="/education/tag/monday-minutes">Monday Minutes</a>, <a href="/education/tag/patron">patron</a> </p> </div>  </section> </div>  </div>  </div>  </div>  <div id="footerWrapper"> <footer> <div id="footer"> <form id="subForm" action="https://www.createsend.com/t/subscribeerror?description=" 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ByWater Solutions | Monday Minutes: Duplicate Patrons