Beginning or End of Year
Advance patron grade levels and remove patrons who have graduated or transferred to prepare your system to import new students for the next year. Some libraries do it at the end of the year, and others do it at the beginning of the year. Either way is fine, just don't skip it.
Skip this step if you manage patron data with SIF or Clever.
There are two ways to advance your patron grade levels for the next year. Advance All Grades in Patron Preferences is the easiest option, but the Advance Patron Grade utility allows you to advance a more select group of patrons. Patrons who advance past the final grade in the grade table are assigned the value for Last Grade, which is usually "Graduated".
Advance all of your patrons to the next grade level at the same time.
Need to be more precise about which patrons to advance? Select patrons by one or more options, including status, security group, policy, homeroom, grade, last name, and barcode.
Do your patron policies match your patron grade levels? If not, you need to update each patron record so their policy matches their new grade. Run the Change Patron Policy utility for each grade.
Run this utility to assign the Graduated policy to your recently graduated patrons. If you don't have a Graduated policy, create one first. |