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Tools > Utilities > Patrons > General
- Add Patron Notes
- Advance Patron Grade
- Change Patron Grade
- Change Patron 2nd Location
- Change Patron Location
- Change Patron Policy
- Change Patron Security Group
- Change Patron Status
- Forgive Charges
- Move Patrons to Site (CC only)
- Reassign Union Site Patrons
- Remove Patron History
- Remove Patron Notes
- Remove Patron Pictures
- Remove Patrons
- Renew Patron Cards
- Reset Passwords
Advance Patron Grade
Moves specified patrons to the next grade (i.e. level)
Grade is the default term for the Level terminology field. You can customize the term in Preferences > Localization > Terminology.
Change Patron Grade
Changes the grade (i.e. level) of selected patrons to the specified grade
Grade is the default term for the Level terminology field. You can customize the term in Preferences > Localization > Terminology .
Change Patron 2nd Location
Changes or adds a specified 2nd location for selected patrons
2nd Location is the default term for the Sublocation terminology field. You can customize the term in Preferences > Localization > Terminology.
Change Patron Location
Textbook Tracker
Changes the location of selected patrons to the specified location
"Location" is a customizable term that can be changed in Preferences > Localization > Terminology. "Homeroom" is a common alternative.
Change Patron Policy
Changes the policy of selected patrons to the specified policy
Change Patron Security Group
Changes the security group of selected patrons to the specified security group
Change Patron Status
Changes the status of selected patrons to the specified status
Forgive Charges
Forgives selected charges, fees, or fines created during the specified transaction date range
This utility is only available to those with a Centralized Catalog.
Move Patrons to Site
Moves selected patrons from their current site to the specified site
Reassign Union Site Patrons
Changes selected patrons' assigned site from the Union Site to the site specified on the Options tab
Remove Patron History
Removes everything but Lexile history from selected patrons' histories
Remove Patron Pictures
Removes the pictures of all selected patrons
Remove Patrons
Textbook Tracker
Removes selected patron records from your database
Renew Patron Cards
Renews the library cards of all selected patrons
The Reset Passwords utility resets selected patrons' passwords to their last name (all lowercase letters)
For security purposes, we strongly recommend that each user change their password after initially accessing their account.
Use(s)
Run this utility at the beginning of the school year to let patrons who have forgotten their passwords over the summer log into their accounts.