Follett VERSION 6.00, User Manual

Page: 208 / 730

04/04 208 Patrons
How to export patron records
On the Patron Maintenance main window, select File | Export Patrons. In the
dialog, select the criteria you want to use to define your export records and check
the destination path displayed in the File Name text box. What appears in your
Select By and Patron Types dropdown lists will depend on what you defined in
System Setup.
Select patron status to export.
To choose another file destination
or to specify a different filename,
click Browse.
Click to begin exporting.
Identify how you want to select patron records to export. The available options include Name, ID,
Barcode, Location 1 or 2, and User Field 1 or 2.
Note: The Location and User Fields are customizable patron record prompts. For additional
information on changing these prompts, see Making it easier to create new patrons" on page 72.
Select the range of patrons you
want to include in the export.
For instructions on selecting the
starting and ending records, see
Defining a range" on page 489.
To limit the export to certain
graduation years or library card
expiration dates, select the Only
Patrons With check box, choose
Graduation Year or Card Expiration
Date, and enter the desired years.
To limit the patron types included
in the export, click Patron Types
(see page 493).
When you click Export, a progress window appears. The scrolling display shows
the names and types of patrons being exported. When the export is complete, a
message appears at the end of the scrolling display list, and the Cancel button
changes to Close.
You can interrupt this process by clicking the Cancel button. If interrupted, the
records exported before canceling are saved in the specified file. If you restart the
export process with the same selection criteria, a message appears asking
whether you want to replace this file.