How helpful was this page?
Related Blog Posts
Blog Posts
-
Winter storms–recompute due dates
created by
Jan 23, 2024
-
Keep track of items on display
created by
Nov 02, 2022
-
Keeping track of patrons: Account expiration dates
created by
Jul 06, 2022
-
End-of-year tips: Managing patrons
created by
May 03, 2022
-
Are your Utilities running?—Take the right steps
created by
Feb 16, 2022
-
Analyze your collection—Mitinet and Titlewave
created by
Aug 06, 2021
-
Removing holds—Easy as 1, 2, 3
created by
Mar 10, 2021
-
Changing call numbers—helpful utilities
created by
Mar 03, 2021
-
Mystery, fantasy, classics—Adding genres
created by
Feb 24, 2021
-
My data!—All about archives
created by
Feb 17, 2021
Utilities
Tools > Utilities
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 Utilities contains 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.