Insignia Library system

Create a New Patron by Copying an Existing One Copying patron information is useful when the librarian is entering data for siblings. To create a new patron by “Cloning”, follow these steps:

1. 
   Click on “Patrons” in the Navigator Toolbar.
   
2. 
   Click on “Find/Add Patron”.
   
3. 
   Find the patron you want to copy.
   
4. 
   Double click on the patron on the list.
   
5. 
   Click on the “Clone” button.
   
6. 
   Make the necessary changes.
   
7. 
   Click on “Save”.
   

Create a New Patron from a Template

Templates are useful when the librarian is creating data for given type of patron. Librarians can predefine various parameters in a template. To create a new patron from a template, follow these steps:

1. 
   Click on “Patrons” in the Navigator Toolbar.
   
2. 
   Click on “New Patron from Template”.
   
3. 
   Select the template.
   
4. 
   Make the necessary changes.
   
5. 
   Click on “Save”.