Follett VERSION 6.00, User Manual

Page: 195 / 730

04/04 Chapter 16 Maintaining patron records in batches 195
When you click Update, a confirmation message appears. To continue, click
Yes. Once the data transfer process begins, a progress dialog appears. If any
problems occurred during the patron update process, an exception report is
generated. Carefully check the report. It is located in the Exception Reports
folder within your Follett folder.
Globally deleting patrons
With Global Delete, you can delete multiple patron records at one time. This is
especially useful when a large number of patrons are no longer associated with
your library. You can delete patrons based on their Graduation Year, Card
Expiration Date, Patron Status, or Patron Type. You can also choose whether or
not to delete those patrons with outstanding checkouts, fines, refunds, or holds. If
you choose to do so, any copies checked out to them are marked as lost, and any
fines, refunds, or holds are deleted.
Warning:
All deletions are immediate. You cannot undo them by canceling the
process. The data cannot be recovered.
1. On the Patron Maintenance main window, open the Edit menu and select
Edit | Global Delete. The dialog appears. Select the field (Graduation Year,
Card Expiration Date, Status, or Patron Type) on which you want to base the
deletions, and then specify your criteria:
To delete patrons based on their
Graduation Year , select the year and
the patron type.
To delete patrons based on their Card Expiration
Date , type the starting and ending dates and select
the patron type.
To delete patrons based on their
Status or Patron Type , select the
appropriate setting from the list.
If you want to keep patrons that have active check
outs, holds, fines, or refunds due, clear this option.