Categories

Utilities are organized in categories and subcategories. Select a category or subcategory title to view the list of associated reports in the Utility Selection pane. Selecting All Utilities at the top of the categories filter will populate the Quick and Saved tabs with all available utility options.

• All Utilitiescontains all the available utility types.

• Patrons utilities allow you to remove groups of patrons, change patron policies, renew expired cards, or advance patron grades.

• Titles utilities allow you add, modify, and remove information for any number of titles in your collection.

• Copies utilities allow you to add, modify, and remove information for any number of copies in your collection.

• Circulation utilities are used to clear patron histories, correct batches of incorrect due dates, or verify and update your circulation records.

• Periodicals utilities are used to remove select route and subscription information.

• The Database utility is used to create a copy of your data.

Utility Selection

Once you've selected a category or subcategory, the associated utilities will be listed in the Utility Selection pane on the right. You can filter the results further by entering a search term in the filter bar. Saved utilities can also be filtered by Favorites, Shared, and Operator (utilities saved by you). Read more about filters in Saved Utilities.

Scroll through the list to locate and select the specific utility you'd like to view, modify, or run.

Selected Utility

You can modify report you've selected in the Selected Utility pane. Each tab contains the settings and options you need to configure how the utility is performed. Quick utilities have only the Selections and Options tabs, while Saved utilities allow more customization options.