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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.
Level is a terminology field, which means you can customize the field name in Preferences > Localization > Terminology. Grade is the default name.
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. 2nd Location is the default.
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 location of selected patrons to the location specified in the Options tab.
Location is a terminology field, which means you can customize the field name in Preferences > Localization > Terminology.
If you only need to modify the name of one or two locations, then go to Tools > Authority Control > Patrons > Location to do so.
Use(s)
Selections
Options
Operation Summary File
The Change Patron Policy utility changes the policy of selected patrons to the policy specified in the Options tab.
Use(s)
Selections
Options
Operation Summary File
The Change Patron Security Group utility changes the security group of selected patrons to the security group specified in the Options tab.
Use(s)
Selections
Options
Operation Summary File
The Change Patron Status utility changes the status of selected patrons to the status specified in the Options tab.
Use(s)
Selections
Options
Operation Summary File
The Forgive Charges utility forgives selected charges, fees, or fines created during the transaction date range specified on the Options tab.
If you don't specify a transaction date period, all selected past charges will be forgiven.
What's included in each charge type?
- All Charges, Fees, and Fines: Everything
- Lost Fees Only: Charge record with a transaction note or description of “Lost”
- Overdue Fines Only: Charge record with a transaction note or description of “Overdue Fine” or a currently accumulating fine
- Other Charges/Fees: Everything except items in #2 and #3
Use(s)
- Run this utility to remove accidental charges, fees, and/or fines.
- If you declare all overdue items at the end of the school year as lost but only want to charge the lost item fee (not overdue fines), run this utility with the Overdue Fines Only option.
Selections
Options
Operation Summary File
Need to enter a Graduation Date value or else it won't do anything
