Inventory 209 – Follett VERSION 6.00 User Manual

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How to add or edit a patron record 187

How to add, edit, and delete addresses 188
How to add or edit an important message or a note 189
How to add, replace, or remove a patron picture 189

How to delete individual patron records 190

Chapter 16 Maintaining patron records in batches 191

About global maintenance 191
Globally updating batches of patrons 191
Updating information for a few individual patrons 192
Updating patron records using a PHD 193
Globally deleting patrons 195
Deleting patrons with a PHD 196
Interpreting the exception report 198

Chapter 17 Importing patron information 199

About importing patron records 199
Formatting information for the librarian's technical personnel 199

Follett's patron import data file formats 199

Importing patron records 202

Interpreting the exception report 203

Importing patron pictures 204

Interpreting the exception report 206

Chapter 18 Exporting patron records 207

About exporting patron records 207
How to export patron records 208

Inventory 209

Chapter 19 Inventory basics 209

Overview of an inventory 209

Preparing for inventory 210
How will Inventory affect circulation? 210
After inventory 212

Inventory Checklist 213

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