You can set up Horizon so that, when a library staff member copies a borrower record, Horizon automatically completes some of the fields in the new record. You can also choose which fields staff must complete before Horizon saves the record, and which fields staff can edit. (For more information about copying borrower records, see “Copying a Borrower Record” in the “Borrower and Item Records” chapter of the
Changing editing property options (other than emptying a field on copy) affects the way all borrower records function and display. This means that any fields you designate as “required” are required for any borrower record created by any method (including from scratch or imported). Consider how you want your system to function before making any changes.
To choose fields for copied borrower records
1 | Open the mq_view view in the Table Editor, or start the View Control process. |
The default location of this process is the Administration\System Setup folder on the navigation bar.
Horizon displays the List Horizon View window with a search window on top.
2 | Search for and open the view containing the field whose information you want copied into the new record. |
For example, you may want to copy information from one of these views: borrower_phone, borrower_barcode_fast, borrower_address, hb_borrower, or borrower_pac_access_type.
Note: You should not set up Horizon to copy any addresses other than the permanent address and mailing address.
3 | Display the Edit View group. |
4 | Edit or update one or more of these options in the Edit Prop. field: |
Option |
Description |
Editable |
Lets the library staff change the information in the field. |
Required |
Requires the library staff to complete the field before Horizon saves the record. |
Empty on Copy |
Leaves the field empty in the copy of the record. Mark this option for fields that should be unique for each record, such as the borrower name. Clearing this option imports the information in the field into the new record. |
Batch Change |
Leaves this box unmarked. |
5 | Save your changes. |
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