Creating a Patron Record
To create a new Patron Record from Circulation Desk mode, you can either select the New Patron command from the File menu,



or click on the New button on the toolbar.



The first time you create a new record, the system may prompt you to select a Patron Record template, depending on whether your login has more than one template in its "Preferred" settings. Click on the name of the template you would like to use, and then choose the Select command. You can also double-click on the name of the template. If your login has been assigned only one template, the patron registration will begin without any prompt for template.



NOTE: If you choose an incorrect template, have your supervisor or system coordinator show you how to adjust the New Record Tab in Settings, available under the Admin menu.


Millennium Circulation offers a Wizard, or a series of dialogs, to assist you in entering patron information. For each field that appears in the selected template, Millennium Circulation prompts you to enter a value for that field.



After entering data for the displayed field, choose the Next button,



or use your keyboard Enter key to proceed to the next field in the wizard.

NOTE: If you make an error and have already chosen Next, you cannot correct it right away. Once you have responded to all of the wizard prompts, you will have the opportunity to edit the record you just created to make any corrections.


To exit from the wizard without creating the record, choose the Cancel New Record Creation button.



NOTE: In this tutorial, as the process of creating a Patron Record proceeds, some information about each field will be mentioned. For additional information, refer to the User Manual, Page # 103169: Appendix|Fixed-length Fields|Patron Records & Page # 103177: Appendix|Variable-length Fields|Patron Records
Also note that the order of the wizard fields in your template may be different than the template being used in this tutorial, which prompts for information in the order that it appears in the record.