Follett VERSION 6.00 Manuale Utente

04/04

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When you click Update, a confirmation message appears. To continue, click

Yes. Once the data transfer process begins, a progress dialog appears. If any

problems occurred during the patron update process, an exception report is

generated. Carefully check the report. It is located in the Exception Reports

folder within your Follett folder.

Globally deleting patrons

With Global Delete, you can delete multiple patron records at one time. This is

especially useful when a large number of patrons are no longer associated with

your library. You can delete patrons based on their Graduation Year, Card

Expiration Date, Patron Status, or Patron Type. You can also choose whether or

not to delete those patrons with outstanding checkouts, fines, refunds, or holds. If

you choose to do so, any copies checked out to them are marked as lost, and any

fines, refunds, or holds are deleted.

Warning: 

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

process. The data cannot be recovered.

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

Edit | Global Delete. The dialog appears. Select the field (Graduation Year,

Card Expiration Date, Status, or Patron Type) on which you want to base the

deletions, and then specify your criteria:

To delete patrons based on their

Graduation Year, select the year and

the patron type.

To delete patrons based on their Card Expiration

Date, type the starting and ending dates and select

the patron type.

To delete patrons based on their

Status or Patron Type, select the

appropriate setting from the list.

If you want to keep patrons that have active check

outs, holds, fines, or refunds due, clear this option.