Merge Patron Records

Merge Two Patron Records

PUT /api/.../patrons/{id}/merge/{secondaryid}?ignoreors=false

Merge a secondary patron with the primary patron. When merge succeeded, the secondary is marked for deletion, and the primary patron is updated with merged secondary patron data.

Permissions

    CR_AccessPatronServices_Allow,
    CR_MergePatrons_Allow

Request Information

Parameters
Name Type Required Description
id Integer Yes The unique id assigned to the primary patron.
secondaryid Integer Yes The unique id assigned to the secondary patron.
ignoreors Boolean Yes Indicates whether or not to prompt secondary patron's outreach service profile block. Possible values: true or false. If this value is set to false and response with an "ErrorCode": 20009, can set this value to true to avoid this ErrorCode.

Response Information

On success, returns new data of the primary patron.

Example Success
application/json, text/json
{
  "PatronID": 358436,
  "PatronCodeID": 17,
  "PatronCode": {
    "PatronCodeID": 17,
    "Description": "CPH Outreach"
  },
  "OrganizationID": 90,
  "CreatorID": 911,
  "ModifierID": 1018,
  "Barcode": "98043242",
  "SystemBlocks": 0,
  "YTDCircCount": 134,
  "LifetimeCircCount": 8314,
  "LastActivityDate": "2016-03-24T14:20:14.417-04:00",
  "ClaimCount": 5,
  "LostItemCount": 2,
  "ChargesAmount": 310.96,
  "CreditsAmount": 28.46,
  "RecordStatusID": 1,
  "RecordStatusDate": "2014-08-27T13:52:14.48-04:00",
  "YTDYouSavedAmount": 0,
  "LifetimeYouSavedAmount": 0,
  "Registration": {
    "PatronID": 358436,
    "LanguageID": 1,
    "NameFirst": "TEST LEAPREG",
    "NameLast": "Zhang",
    "NameMiddle": null,
    "NameTitle": "Ms.",
    "NameSuffix": "Jr.",
    "PhoneVoice1": "351-123-4567",
    "PhoneVoice2": null,
    "PhoneVoice3": null,
    "EmailAddress": "peng.zhang@iii.com",
    "Password": "1234",
    "EntryDate": "2014-03-31T15:22:34.737-04:00",
    "ExpirationDate": "2017-09-29T00:00:00-04:00",
    "AddrCheckDate": "2016-09-29T00:00:00-04:00",
    "UpdateDate": "2016-04-21T13:49:44.033-04:00",
    "User1": "id's number",
    "User2": "Privileges/Restrictions",
    "User3": "Voter Registration",
    "User4": "CybraryN Use's Only",
    "User5": "Peter's test",
    "Gender": 1,
    "Birthdate": "1989-03-31T00:00:00-05:00",
    "RegistrationDate": "1986-12-26T00:00:00-05:00",
    "FormerID": "1000500119010",
    "ReadingListEnabled": false,
    "PhoneFAX": null,
    "DeliveryOptionID": null,
    "StatisticalClassID": 11421,
    "PatronStatClassCode": {
      "StatisticalClassID": 11421,
      "OrganizationID": 90,
      "Description": "Saratoga Springs-City"
    },
    "CollectionExempt": false,
    "AltEmailAddress": null,
    "ExcludeFromOverdues": false,
    "SDIEmailAddress": null,
    "SDIEmailFormatID": null,
    "SDIPositiveAssent": null,
    "SDIPositiveAssentDate": null,
    "DeletionExempt": false,
    "PatronFullName": "Zhang, TEST LEAPREG ",
    "ExcludeFromHolds": false,
    "ExcludeFromBills": false,
    "EmailFormatID": 2,
    "PatronFirstLastName": "TEST LEAPREG Zhang",
    "Username": null,
    "MergeDate": "2016-04-21T13:49:44.033-04:00",
    "MergeUserID": 1018,
    "MergeBarcode": "1000500119010",
    "EnableSMS": false,
    "RequestPickupBranchID": 5,
    "Phone1CarrierID": null,
    "Phone2CarrierID": null,
    "Phone3CarrierID": null,
    "eReceiptOptionID": null,
    "TxtPhoneNumber": null,
    "ExcludeFromAlmostOverdueAutoRenew": false,
    "ExcludeFromPatronRecExpiration": false,
    "ExcludeFromInactivePatron": false,
    "DoNotShowEReceiptPrompt": false,
    "PrivateFieldsCleared": false,
    "Addresses": [
      {
        "PatronID": 358436,
        "AddressID": 1090296,
        "AddressTypeID": 2,
        "AddressTypeDescription": " Notice",
        "AddressLabelID": "1",
        "AddressLabelDescription": "Home",
        "Verified": false,
        "VerificationDate": null,
        "PolarisUserID": 1,
        "StreetOne": "Ontario",
        "StreetTwo": null,
        "StreetThree": null,
        "MunicipalityName": null,
        "PostalCode": "13078",
        "ZipPlusFour": null,
        "City": "JAMESVILLE",
        "State": "NY",
        "CountryName": "USA",
        "CountryID": 1,
        "County": "ONONDAGA",
        "VerificationStatus": 0
      }
    ],
    "PatronCustomData": [
      {
        "PatronID": 0,
        "PatronCustomDataDefinitionID": 8,
        "PatronDataLabelValue": "Parent/Guardian",
        "PolarisCustomDataTypeID": 2,
        "CustomDataEntry": "parent/guardian",
        "DefaultValue": "John Smith",
        "IsRequired": true,
        "IsEnabled": false,
        "IsDataChanged": false
      },
      {
        "PatronID": 0,
        "PatronCustomDataDefinitionID": 22,
        "PatronDataLabelValue": "Restricted patron Two",
        "PolarisCustomDataTypeID": 4,
        "CustomDataEntry": false,
        "DefaultValue": false,
        "IsRequired": false,
        "IsEnabled": false,
        "IsDataChanged": false
      },
      {
        "PatronID": 0,
        "PatronCustomDataDefinitionID": 9,
        "PatronDataLabelValue": "Parent/Guardian birth date",
        "PolarisCustomDataTypeID": 3,
        "CustomDataEntry": "1990-07-17T00:00:00-04:00",
        "DefaultValue": null,
        "IsRequired": true,
        "IsEnabled": false,
        "IsDataChanged": false
      },
      {
        "PatronID": 0,
        "PatronCustomDataDefinitionID": 16,
        "PatronDataLabelValue": "City ID",
        "PolarisCustomDataTypeID": 2,
        "CustomDataEntry": "city id",
        "DefaultValue": null,
        "IsRequired": true,
        "IsEnabled": false,
        "IsDataChanged": false
      },
      {
        "PatronID": 0,
        "PatronCustomDataDefinitionID": 12,
        "PatronDataLabelValue": "New Text Entry",
        "PolarisCustomDataTypeID": 2,
        "CustomDataEntry": "new text entry",
        "DefaultValue": "Default",
        "IsRequired": true,
        "IsEnabled": false,
        "IsDataChanged": false
      },
      {
        "PatronID": 0,
        "PatronCustomDataDefinitionID": 11,
        "PatronDataLabelValue": "Numeric text box",
        "PolarisCustomDataTypeID": 1,
        "CustomDataEntry": 9809231,
        "DefaultValue": "",
        "IsRequired": true,
        "IsEnabled": false,
        "IsDataChanged": false
      },
      {
        "PatronID": 0,
        "PatronCustomDataDefinitionID": 13,
        "PatronDataLabelValue": "Another Text Box",
        "PolarisCustomDataTypeID": 2,
        "CustomDataEntry": null,
        "DefaultValue": null,
        "IsRequired": false,
        "IsEnabled": false,
        "IsDataChanged": false
      },
      {
        "PatronID": 0,
        "PatronCustomDataDefinitionID": 20,
        "PatronDataLabelValue": "Test1",
        "PolarisCustomDataTypeID": 1,
        "CustomDataEntry": 989809321,
        "DefaultValue": 1,
        "IsRequired": true,
        "IsEnabled": false,
        "IsDataChanged": false
      },
      {
        "PatronID": 0,
        "PatronCustomDataDefinitionID": 10,
        "PatronDataLabelValue": "Restricted patron",
        "PolarisCustomDataTypeID": 4,
        "CustomDataEntry": false,
        "DefaultValue": false,
        "IsRequired": false,
        "IsEnabled": false,
        "IsDataChanged": false
      },
      {
        "PatronID": 0,
        "PatronCustomDataDefinitionID": 24,
        "PatronDataLabelValue": "Leap",
        "PolarisCustomDataTypeID": 2,
        "CustomDataEntry": null,
        "DefaultValue": null,
        "IsRequired": false,
        "IsEnabled": false,
        "IsDataChanged": false
      }
    ]
  },
  "DtoPatronPreCheckoutBrief": {
    "PatronBlocksCount": 5,
    "PatronNotesExist": true,
    "OverdueItemsCount": 2,
    "ItemsOutCount": 19,
    "OutstandingFines": 325.91,
    "OverallClaimCount": 5,
    "CurrentClaimCount": 0,
    "SystemBlockFlags": 0,
    "FreeTextBlocksCount": 1,
    "OverallLostCount": 2,
    "CurrentLostCount": 2,
    "LongOverdueItemsCount": 17,
    "PatronAssociationsCount": 4,
    "BlocksExist": true,
    "NonBlockingStatusNotesExist": true,
    "BlockingStatusNotesExist": true,
    "AccruingFines": true
  },
  "DtoPatronBasicData": {
    "PatronID": 358436,
    "Username": null,
    "Password": "1234",
    "NameFirst": "TEST LEAPREG",
    "NameLast": "Zhang",
    "NameMiddle": null,
    "LanguageID": 1,
    "DeliveryOptionID": null,
    "ReadingListEnabled": false,
    "EmailFormatID": 2,
    "RequestPickupBranchID": 5,
    "PhoneNumber": "351-123-4567",
    "Phone1": "351-123-4567",
    "Phone2": null,
    "Phone3": null,
    "EMail": "peng.zhang@iii.com",
    "AltEMail": null,
    "PhoneFax": null,
    "SMSEnabled": false,
    "CarrierName": null,
    "IsActiveORSPatron": false,
    "ItemsOutCount": 19,
    "ItemsOverdueCount": 19,
    "ItemsOutLostCount": 2,
    "HoldRequestsTotalCount": 1,
    "HoldRequestsCurrentCount": 1,
    "HoldRequestsShippedCount": 0,
    "HoldRequestsHeldCount": 0,
    "HoldRequestsLocalHeldCount": 0,
    "HoldRequestsILLHeldCount": 0,
    "HoldRequestsLocalTotalCount": 0,
    "HoldRequestsILLTotalCount": 1,
    "HoldRequestsUnclaimedCount": 0,
    "ChargeBalance": 325.91,
    "CreditBalance": 28.46,
    "DepositBalance": 5.13,
    "Email2SMSAddress": null,
    "EReceiptOptionID": null,
    "Phone1CarrierID": 0,
    "Phone2CarrierID": 0,
    "Phone3CarrierID": 0,
    "TxtPhoneNumber": 0,
    "DMLID": 160,
    "ExcludeFromAlmostOverdueAutoRenew": false,
    "ExcludeFromInactivePatron": false,
    "ExcludeFromPatronRecExpiration": false,
    "RecordStatusID": 1,
    "RecordStatusDate": "2014-08-27T13:52:14.48-04:00",
    "DoNotShowEReceiptPrompt": false,
    "PrivateFieldsCleared": false,
    "Addresses": [
      {
        "AddressID": 1090296,
        "AddressLabelDescription": "Home",
        "StreetOne": "Ontario",
        "StreetTwo": null,
        "StreetThree": null,
        "City": "JAMESVILLE",
        "State": "NY",
        "County": "ONONDAGA",
        "PostalCode": "13078",
        "ZipPlusFour": null,
        "Country": "USA",
        "CountryID": 1,
        "AddressTypeID": 0
      }
    ]
  }
}
Example Error
application/json, text/json
{
  "ErrorCode": 20009,
  "Message": "The Outreach Services profile information for the secondary record (Sherman, Patrick H) will be lost. 

Do you want to continue merging?", "MessageDetail": null, "StackTrace": null, "InnerException": null, "Data": [ "The Outreach Services profile information for the secondary record (Sherman, Patrick H) will be lost.

Do you want to continue merging?" ] }
Example Error
application/json, text/json
{
  "ErrorCode": 20008,
  "Message": "Patron has shipped requests.",
  "MessageDetail": null,
  "StackTrace": null,
  "InnerException": null,
  "Data": [
    "Patron has shipped requests.",
    "Patron record is secured. No activity is permitted."
  ]
}

HTTP Response Codes

Code Description
200 OK. Success
400 Bad Request. Primary patron has collection agency block.
403 Forbidden. User does not have permission.
404 Not Found. Patron not found.
409 Conflict. Primary patron or secondary patron is locked by a different user.