Tip for: 04.27.15
Do you have patrons graduating from your library but moving on to another in your district? When you remove those patrons from your database, their fines are removed as well. There is a way to make sure the fines follow the student!
There is an export that lets you export your patron fine information in a .txt, Tab-Delimited file. This file can then be imported into Alexandria, or into most databases or spreadsheets.
If you have advanced your patron grades, and now have a group of patrons in the grade Graduated, or whatever is in your Last Grade field, you can easily export the fines for this grade.
To export the fines of Graduated patrons in Alexandria Version 7:
- From Tools, open Export.
- Click on the Patrons category.
- Select the Export Patrons Fines export.
- In the Selections tab, fill in the Patrons in Level field with Graduated.
- Under the Options tab, use Select Fields to limit the information included in the export.
- Press Run.
To export the fines of Graduated patrons in Alexandria Version 6:
- From Tools, open Export.
- Click on the Patrons category.
- Select the Export Fines export.
- Under the Selection tab, click Add Selection.
- Change the Select By drop-down menu to Grade.
- Choose or enter Graduated in the Starting and Ending With fields.
- Use Select Fields to limit the information included in the export.
- Press Run.
Open Operation Management to save the export file. If necessary, you could open the export in a spreadsheet and enter additional information.
NOTE: If your patron barcodes in Alexandria are not the Student numbers assigned in the SIS, then instead of importing the file, the other librarian may need to manually enter the fines for these patrons.
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