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Patrons General Utilities
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Patrons General Utilities
Tools > Utilities > Patrons > General
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.
Grade is the default field name for the Location terminology field. You can customize the field name in Preferences > Localization > Terminology.
Read our End-of-Year Procedures and Beginning-of-Year Procedures to ensure your Alexandria system is ready for summer and the new school year!
Use(s)
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
The Change Patron 2nd Location utility changes the 2nd location for the specified patrons.
Sublocation is a terminology field, which means you can customize the field name in Preferences > Localization > Terminology. The default is 2nd Location.
Use(s)
Selections
Options
Operation Summary File
The Change Patron Grade utility changes the grade of selected patrons to the grade specified in the Options tab.
Level is a terminology field, which means you can customize the field name in Preferences > Localization > Terminology. Grade is the default name.
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
The Change Patron Location utility changes the grade of selected patrons to the grade specified in the Options tab.
Location is a terminology field, which means you can customize the field name in Preferences > Localization > Terminology.
Selections
Options
Operation Summary File
Need to enter a Graduation Date value or else it won't do anything
