Advance patron grade levels and remove patrons who have graduated or transferred to prepare your system to import new students for the next year. Some libraries do it at the end of the year, and others do it at the beginning of the year. Either way is fine, just don't skip it.
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V7007 Advancing Patron Grades
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ALIB:V70 Librarian Videos
Advance patron grade levels
Skip this step if you manage patron data with SIF or Clever.
There are two ways to advance your patron grade levels for the next year.Advance All Gradesin Patron Preferences is the easiest option, but theAdvance Patron Gradeutility allows you to advance a more select group of patrons. Patrons who advance past the final grade in the grade table are assigned the value for Last Grade, which is usually "Graduated".
Advance All Grades
Advance all of your patrons to the next grade level at the same time.
Double-check the grade table and the Last Grade field for accuracy.
Check theAdvance Grade After date, and change it if necessary. This is usually the graduation date or the last day of school.
Click Advance All Grades.
Advance Patron Grade utility
Need to be more precise about which patrons to advance? Select patrons by one or more options, including status, security group, policy, homeroom, grade, last name, and barcode.
In the Selections tab, enter the criteria needed to select the patrons you intend to update.
Click Run.
Change patron policies
Do your patron policies match your patron grade levels? If not, you need to update each patron record so their policy matches their new grade. Run theChange Patron Policyutility for each grade.
Go to Tools > Utilities.
Select the Patrons > General category on the left.