Printing a Patron Names list

Patron Names lets you create customized lists of patrons. You can provide staff members with a list of patrons in certain homerooms or grade levels or those who are restricted, inactive, or have expired cards. You can also generate lists of patrons based on graduation years or patron types. If you have a wireless handheld device or a PHD Dolphin+, you can use it to generate attendance lists.

As a school patrons manager (or a district patrons manager running the report for a school) you can also include the name of each school where patrons are associated and limit the report to only patrons with multiple site associations.

How do I generate the list?

What information does the list contain?

How is the list sorted?

How do I generate the list?

1. Open the Patron page of Reports and select Patron Names.
2. If you're a district patrons manager, select a single school from the list.
3. In the Select by list, select a method for identifying the patrons:
   • To specify a range, select "Name", "Grade Level", or one of the User Defined fields:
     • You can leave both boxes blank to include all of the patrons.
     • If you leave the From box blank and enter a name or number in the to box, Destiny includes all those up to and including the name in the to box.
     • If you enter a name or number in the From box and leave the to box blank, Destiny includes that name or number and all those after it.
     • If you enter the same name or number in both boxes, Destiny includes only records with that one name or number.
     Please note that Destiny does not support the use of wildcards (?, *) in ranges.
   • If you select "Homeroom", select a range of homerooms from the lists that appear, or leave one or both at "Any Homeroom".
     Please note that only homerooms to which patrons are currently assigned appear in the lists.
   • To limit the list to patrons who have—or don't have—an Acceptable Use Policy on file, select "Acceptable Use Policy", and then "Yes" (they have one) or "No" (they don't) in the list that appears.
   • To use a list of barcode numbers, select "Barcode List". You can either browse to an existing file, or create a list.
     • To select an existing file, click Browse to locate your file. How do I create a barcode file?
     • 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 .
4. To include all site associations for each patron in the report, select the Show check box.
5. To limit the list to specific groups of patrons, clear the appropriate check boxes.
6. To limit the list to patrons with certain graduation years, select the phrase from the Graduation Year list and enter the year (yyyy).
7. To limit the cards to patrons with certain library card expiration dates, enter the desired range of expiration dates (mm/dd/yy).
   Click for a calendar.
8. Select the Include page breaks check box to start a new page after each group in the list. Groups are determined by the criterion you selected in the Select by list. This option is not available if you chose "Name" or "Acceptable Use Policy".
9. When you are ready, click .
10. When the Report Manager opens, click View to open the report.

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What information does the list contain?

For each included patron, the list includes the following information:

• Name
• Barcode number
• Patron status
• District ID (if available)
• Graduation year (if available)
• Card expiration date (if available)
• The name of each school with which the patron is associated (if included)

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How is the list sorted?

The list is sorted by the criterion you choose in the Select by list, then by name.

If you choose Name or Acceptable Use Policy, the list is in name order.
If you choose any other field, the list is first sorted by that, then by patron name.

Tip:
If you leave the From and to boxes empty, the list includes all patrons. Patrons with no information in the Select by field appear first in alphabetical order, followed by patrons with information in the field. This lets you discover patron records that are missing certain information.

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