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Getting Started
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End-of-Year Procedures
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An archive should be made prior to running any of the data-changing utilities described below. This way, you have a restore point if something unexpected happens. We also recommend creating a back up if you are Self-Hosted.
Planning ahead is crucial for a completely stress-free end of the school year and a smoother transition into the next one. Here are the steps we suggest you follow. Some of these steps can be performed during the beginning or end of year procedures. Choose the steps that work best for your library!
- Calendars & Period Due Dates
- Hard Due Dates
- Inventory
- Loaned Item Reports
- Declare Missing Items Lost
- Remove Lost and Discarded Items
- Advancing Patron Grades
- Remove Graduated Students
- Update Your Patron's Policies
- Backup (Self-Hosted only)
- Other Considerations
