Updating information for a few individual patrons – Follett VERSION 6.00 User Manual

Page 192

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Patrons

1. On the Patron Maintenance main window, open the Edit menu and select

Global Update. The Global Update dialog appears.

2. From the Whose and Is lists, select the name and contents of the patron field

that you want to use as a basis for the change. This selection determines

which records will be updated. (The prompt names of the location and user

fields are based on what you entered in System Setup.)

The selections in this field are:

Status, Patron Type, Location

1, Location 2, User Field 1,

and User Field 2.

3. From the Change list, select the name of the field that you want to change in

the patron records. In the To combo box, select or type the new contents.

4. When you finish making your selections, click Update. A confirmation

message appears next. To start the update, click Yes. The Global Update

progress dialog appears. When the process is complete, Cancel changes to

Close. Select Close, then Cancel to exit to the Global Update dialog.

Example:

You want to change the name of one of the 2nd period teachers.

You've entered teacher names in the User Field 1 (and changed the prompt to

2nd Period") of the patron records, and you want to update them all at once.

From the Whose list, select 2nd Period." From the Is list, select Miss Blake."

From the Change list, select 2nd Period." In the To combo box, type

Mrs.

White

. Click Update. Patron Maintenance will find all patron records with

Miss Blake" in the 2nd Period" field, and change the 2nd Period" field to

contain Mrs. White."

Updating information for a few individual patrons

When you want to update one or more fields in a few individual patron records,

use Individual Update. Again, let's say you want to change the classroom

assignments for part of one grade to Room 204.

Warning:

All changes are immediate and can only be reversed manually.

1. On the Patron Maintenance main window, open the Edit menu and select

Edit | Individual Update. The Individual Update dialog appears.

2. In the left column, select Change, Do Not Change, or Clear from the list box

for the fields that apply to these patrons. If you select Change, a list box

appears to the right. In this box, select or type the new contents of the field.

You can select and change any or all of the fields listed at the same time.

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