Update patrons based on global criteria

Select Back Office > Update Patrons

Update is a search and replace feature that you can apply to a group of patron records having a field value in common.

First, you would identify the group of patron records to update. You can use any of the following patron record fields as the basis for a global change: Patron Type; any User Defined field; Graduation Year; Grade Level; Homeroom; Card Expiration Date; Currently Teaching (in Textbook Manager only); Patron Status; or Access Level (if you are an administrator).

Second, you would select the field that you want changed, then select or enter the new information for the field.

Destiny® finds every record in the group and updates the contents of the field.

To update patrons based on global criteria

1. If you are not already in the Update Patrons page, then you need to follow the steps in the blue bar with white letters (above).
2. From the Based on field, select Global criteria.
3. From the Whose list, select the patron record field, and, in the is box, select or enter the existing contents of the field that you want Destiny to find. These selections determine which records are updated.
4. From the Change list, select the name of the field that you want to change in the patron records.
5. In the to box, select or enter the new contents.
   To clear the field, leave the to box empty.
6. After you make your selections, click Update and then Yes on the confirmation message.

Destiny generates a job summary listing all the updated patrons. To view the report, open the Job Manager in the Back Office.