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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

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Titles Utilities

Utility NameWhat does it do?
General
Change MediumChanges the medium (245_h MARC tag) 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

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Copies Utilities

Utility NameWhat does it do?
Add Copy NotesAdds a Copy or Alert note to selected copies
Change Copy ConditionChanges the condition of selected copies
Change Copy LocationChanges the location (852_b MARC tag) of selected copies
Change Copy PolicyChanges the policy of selected copies
Change Copy ShelvingChanges the shelving (852_c MARC tag) of selected copies
Change Copy SiteChanges the site (852_a MARC tag) of selected copies
Change Funding SourceChanges the funding source of selected copies
Change Purchase Cost

Changes the purchase cost of selected copies

Look at this utility for information on Change Purchase Cost by Dollar Amount and Change Purchase Cost by Percentage as well. All three of these utilities will soon be integrated into one.

Change Replacement Cost

Changes the replacement cost of selected copies

Look at this utility for information on Change Replacement Cost by Dollar Amount and Change Replacement Cost by Percentage as well. All three of these utilities will soon be integrated into one.

Change VendorChanges the vendor of selected copies
Check Out to Standard PatronChecks out selected copies to the specified patron
Check Out to System PatronChecks out selected copies to the specified system patron
Declare Checked Out Copies LostDeclares selected copies that are checked out to patrons as lost (system patron 1)
Declare Missing Copies DiscardedDeclares as discarded (system patron 2) all selected copies with an Available status that have not been inventoried since the specified Inventory Start Date
Declare Missing Copies LostDeclares as lost (system patron 1) all selected copies with an Available status that have not been inventoried since the specified Inventory Start Date
Reassign Union Site CopiesMoves selected copies from the Union Site to the specified site
Remove Archived CopiesRemoves selected copies that have been archived (system patron 6)
Remove CopiesRemoves selected copy records
Remove Copy HistoryRemoves the check out history of selected copies
Remove Copy NotesRemoves all notes of the specified type for selected copies
Remove Discarded CopiesRemoves selected copies that have been discarded (system patron 2)
Remove Lost CopiesRemoves selected copies that have been declared lost (system patron 1)

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Circulation Utilities

Utility NameWhat does it do?
Change Due DateChanges the due date of checked out items to the specified date
Check InBookdrops all selected copies
Check In Archived CopiesChecks in all selected copies that are currently archived (checked out to System Patron 6)
Check In Discarded CopiesChecks in all selected copies that are currently discarded (checked out to System Patron 2)
Check In Lost CopiesChecks in all selected copies that are currently lost (checked out to System Patron 1)
Check In Processing CopiesChecks in all selected copies that are currently in processing (checked out to System Patron 7)
Recompute Due DatesRecomputes check out periods and fines for items that are already checked out
Remove Circulation StatisticsRemoves all circulation statistics older than the specified date

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Periodicals Utilities

Utility NameWhat does it do?
Remove Routes

Removes selected routes

This utility is being removed soon.

Remove SubscriptionsRemoves selected subscriptions

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Database Utilities

Utility NameWhat does it do?
Database ArchiveCreates a copy of your data in the location specified in Administration

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