Updating patron records using a phd – Follett VERSION 6.00 User Manual

Page 193

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04/04

Chapter 16 Maintaining patron records in batches

193

These prompts

depend on the

entry made in

System Setup.

Do Not Change is the

default.
If you select Change, a

list of possible values for

that field appears.
Clear deletes any data

in the field.

Selecting Change

displays and

activates these

To list boxes.

Scan or type the patron's

barcode number after

making the choices below.

3. Click in the Barcode text box. Scan or type a patron's barcode number, and

then select Update. As the record is processed, the patron's name, ID number,

and barcode number appear under Last Patron Processed.

4. Scan or type the remaining barcodes to change and update the information as

needed.

Example:

For Homeroom (Location 1), select Change and type

204

in the To

combo box. Click in the Barcode text box. Type

P 962

and click Update.

Continue entering individual barcodes. For every barcode you scan, the

Homeroom of that patron changes to

204

.

Updating patron records using a PHD

You can quickly change Patron Status, Patron Type, User Field 1 or 2, or Location

1 or 2 for a group of patrons scanned into your PHD. Only one field can be

updated at a time. If you want to change several different fields, process the data

once for each field you want to change.

Warning:

All changes are immediate. You cannot undo them by canceling the

process. Remember to erase any previous scans in your PHD so that

no patron record is unintentionally updated. To erase scans from a

PHD+, PHD+ II, or PHD Laser+, see page 664. For a PHD Dolphin+,

see page 679.

Example:

A class moves to a new homeroom and you need to update the patron

records with the new Location 1. Using your PHD, you could scan the barcodes

on all of the students' cards, select the information you want changed, and then

update the selected patron information for all students in the classroom at once.

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