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Operations

Utilities

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All Utilities

Last Updated: $action.dateFormatter.formatDateTime($content.getLastModificationDate())


Patrons Utilities

Utility NameWhat does it do?
General
Add Patron NotesAdds or appends a Contact, General, Alert, or Category note to selected patrons
Advance Patron GradeMoves specified patrons to the next grade (i.e. level)
Change Patron GradeChanges the grade (i.e. level) of selected patrons to the specified grade
Change Patron 2nd LocationChanges or adds a 2nd location for specified patrons
Change Patron LocationChanges the location of selected patrons to the specified location
Change Patron PolicyChanges the policy of selected patrons to the specified policy
Change Patron Security GroupChanges the security group of selected patrons to the specified security group
Change Patron StatusChanges the status of selected patrons to the specified status
Forgive ChargesForgives selected charges, fees, or fines created during the specified transaction date range
Move Patrons to Site (CC only)Moves selected patrons from their current site to the specified site
Reassign Union Site PatronsChanges selected patrons' assigned site from the Union Site to the specified site
Remove Patron HistoryRemoves everything but Lexile history from selected patrons' histories
Remove Patron NotesRemoves all Contact, General, Alert, or Category notes from selected patrons
Remove Patron PicturesRemoves pictures for all selected patrons
Remove PatronsRemoves selected patron records from your database
Renew Patron CardsRenews the library cards of all selected patrons

Reset Passwords

Resets selected patrons' passwords to their last name (all lowercase letters)
Lexile
Remove Patron LexilesRemoves the current Lexile score and clears the Lexile table for selected patrons
Reviews
Change Review StatusChanges the status of selected reviews
Remove ReviewsRemoves a group of reviews at once


Titles Utilities

Utility NameWhat does it do?
General
Change MediumChanges the medium (245_h) of selected titles to the specified medium
Change Title PolicyChanges the policy of selected titles to the specified policy
Hide Titles in SearchHides selected titles in all Researcher modules
Remove Cover ArtRemoves the cover art of selected titles
Remove HoldsRemoves all queue holds on selected titles
Remove Holds and In-Stock HoldsRemoves all in-stock and on-shelf holds on selected titles
Remove TitlesRemoves all selected title records and their copies
Remove Titles without CopiesRemoves selected title records that don't have any copies
Show Titles in SearchMakes selected titles visible in all Researcher modules
Catalog
Add a MARC TagAdds a specific MARC tag to selected titles
Change a MARC TagChanges a specific MARC tag for selected titles
Change Series VolumeMakes series volumes uniform and easy to sort by converting the volume number to a padded three digit number and adding a prefix
Create Genre MARC TagCreates a 655_a tag using information in any existing 650_v tag for selected titles
Fix SeriesLooks at the series title and volume in 490_a and 490_v and copies those values to 830_a and 830_v for records without an existing 830 tag
Remove a MARC TagRemoves a specific MARC tag from selected titles
Switch a MARC TagSwitches a specified MARC tag with another specified MARC tag for selected titles
Lexile
Update Title Lexiles


Copies Utilities

Utility NameWhat does it do?
Add Copy Call Number Prefix
Add Copy Notes
Change Copy Call Number Case
Change Copy Call Number Prefix
Change Copy Condition
Change Copy Location
Change Copy Policy
Change Copy Shelving
Change Copy Site
Change Funding Source
Change Purchase Cost
Change Purchase Cost by Dollar Amount
Change Purchase Cost by Percentage
Change Replacement Cost
Change Replacement Cost by Dollar Amount
Change Replacement Cost by Percentage
Change Vendor
Check Out to Standard Patron
Check Out to System Patron
Declare Checked Out Copies Lost
Declare Missing Copies Discarded
Declare Missing Copies Lost
Match Copy to Title Call Number
Match Copy to Title Policy
Reassign Union Site Copies
Remove Archived Copies
Remove Copies
Remove Copy Call Number Prefix
Remove Copy Call Number Slashes
Remove Copy History
Remove Copy Notes
Remove Discarded Copies
Remove Lost Copies


Circulation Utilities

Utility NameWhat does it do?
Change Due Date
Check In
Check In Archived Copies
Check In Discarded Copies
Check In Lost Copies
Check In Processing Copies
Recompute Due Dates


Periodicals Utilities

Utility NameWhat does it do?
Remove Subscriptions
Remove Routes


Database Utilities

Utility NameWhat does it do?
Database Archive