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Patrons General Utilities

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Patrons General Utilities

Tools > Utilities > Patrons > General

The Add Patron Notes utility will add a Contact, General, Alert, or Category Note to selected patrons. 

Uses
  • 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

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. 


Read our Beginning-of-Year Procedures and End-of-Year Procedures to ensure your Alexandria system is ready for summer and the new school year!

Uses

Run this utility at the beginning or end of the school year to make sure patrons are in the correct grade for the upcoming school year. This . 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

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