Updating patrons with a list or file of their barcode numbers or a list of patrons

When you want to update one or more fields in several patron records, use Update. It lets you change or clear up to three fields at once for individual patrons.

You determine the change to be made, and then identify the patrons by uploading a file of their barcode numbers or creating a list of barcode numbers or patrons.

1. Open the Update tab of Update Patrons in the Back Office.
2. From the Based on list, select either Barcode list or file or List of patrons.
3. From the Change list, select a field to update.
4. Enter or select the new contents of the field in the adjacent to box that appears.
   To clear a field, leave the to box empty.
5. To update a second or third field, repeat the first two steps.
   If you're updating only one or two fields, leave the unused boxes at "- Select a Patron Field -".
6. Identify the patron records to update by any of the following methods:
   • If you're updating patrons based on a Barcode list or file, you can either browse to an existing file, or create a list.
     • To select an existing file, click Browse.
     • To create a list, place the cursor in the Create a barcode list box and scan the barcodes, or type them in and click .
       To remove a barcode number from the list, highlight it and click .
   • If you're updating patrons based on a List of patrons, build a list:
     1. In the box that appears, enter the patron's first, middle, or last name, barcode number, nickname, grade level, homeroom, user name, site name, a value in one of the User Defined fields, or a District ID.
        If you don't have the whole name or word, enter part of it, followed by *, or use a question mark (?) to replace a single letter.
        To speed the search, select the field you're searching from the adjacent list. "Patron Names" includes the First Name, Middle Name, Last Name, and Nickname fields.
     2. Click .
     3. In the list that appears, if any, locate the correct patron and click .
        The patron appears in the Currently Selected list at the bottom of the page.
     4. Repeat these steps for each patron.
7. Once you've defined the changes and identified or selected the patrons, click to begin the update.

Destiny generates a job summary listing all the updated patrons. To view the report, open the Job Manager in the Back Office.