If a group of specific patrons need to meet with the librarian, select Alert Note and type "Needs to meet with librarian" on the Options tab before running this utility. Alert Notes pop up in Circulation whenever those patrons' barcodes are scanned.
If a group of specific patrons are in special reading programs, considered at-risk, or belong to other groups that need to be recorded, select Category Note and type the desired note on the Options tab.
Selections
Options
Operation Summary File
Content Block
name
Advance Patron Grade
id
340481034
The Advance Patron Grade utility moves all specified patrons to the next grade level. Customize your grade levels in the Grade Table in Patron Preferences.
Note
Grade is the default field name for the Location terminology field. You can customize the field name in Preferences > Localization > Terminology.
Run this utility if you need to be specific about what types of patrons need to be moved to the next grade level. If you would like to advance all patron grades at the same time, use the Advance All Grades utility on the Grade Table tab of Patron Preferences.
Selections
Options
Operation Summary File
Content Block
name
Change Patron 2nd Location
id
340578283
The Change Patron 2nd Location utility changes the 2nd location for the specified patrons.
Note
2nd Location is the default field name for the Sublocation terminology field. You can customize the field name in Preferences > Localization > Terminology.
Use(s)
Selections
Options
Operation Summary File
Content Block
name
Change Patron Grade
id
340613339
The Change Patron Grade utility changes the grade of selected patrons to the grade specified in the Options tab.
Note
Grade is the default field name for the Location terminology field. You can customize the field name in Preferences > Localization > Terminology.
Use(s)
Run this utility if there's a mistake while adding or importing patron records that results in patrons not being in the correct grade.
Selections
Options
Operation Summary File
Content Block
name
Change Patron Location
id
340624553
The Change Patron Location utility changes the grade of selected patrons to the grade specified in the Options tab.
Note
Location is a terminology field, which means you can customize the field name in Preferences > Localization > Terminology.
Selections
Options
Operation Summary File
Content Block
name
Change Patron Policy
id
340642143
Content Block
name
Change Patron Security Group
id
340655833
Content Block
name
Change Patron Status
id
340672076
Content Block
name
Forgive Charges
id
340682764
Content Block
name
Remove Patron History
id
340693281
Content Block
name
Remove Patron Notes
id
340707234
Content Block
name
Remove Patron Pictures
id
340716819
Content Block
name
Remove Patrons
id
340730992
Need to enter a Graduation Date value or else it won't do anything