April 20th, 2020

One of the last steps in getting your library set for summer includes managing your patron records. Advancing grades, removing graduates, changing policies—all those fun things. While it's recommended to do most patron management at the start of the school year, here are some things you can do now to get a head start...

Patron Grade Table

Version 7

Follow the steps on the Advance Patrons tab of our End-of-Year Procedures. This will take you through advancing patrons, removing graduated patrons, and changing patron policies.

Version 6

Check out the Advancing Patron Grades, Remove Graduated Students, and Update Your Patrons' Policies sections of our End-of-Year Procedures.

Do you import patron information yearly or use the saved import option of the SIS Integration package?

For both v6 and v7 users, following these steps will make it easy to identify records later on that need to be deleted or manually modified after your import:

  1. Identify a commonly used field in your patron records that's also included in the import file, such as the Grade field.
  2. Use the corresponding patron utility (such as the Change Patron Grade utility) to modify the chosen field to a term that stands out, like “Last Year” or “Transferred.” Note that if staff/teacher records aren't imported at the beginning of the year, you will need to exclude them from this utility or manually modify their records.
Before you go...

Is your library closing early or going remote? Check out our new Unexpected School Closures article and video for tips on making this transition. And feel free to contact our 24/7 Support team at 1-800-347-4942 or support@goalexandria.com if you need additional help or have questions. We wish you the best and hope you stay safe!

Also, take our new survey and let us know how Alexandria has helped you prepare for library changes due to COVID-19.

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