- If you are not on the Update Patrons page, then follow the steps in the blue title bar.
- To complete the task for active patrons, select the Only Active Patrons checkbox.
- Use the Based on drop-down to make the appropriate selection.
- Use the Change drop-down to select a field to update.
note If you select Access Level, you can change the Access Level and the Resource Group.
- Enter or select the new contents in the to field that appears.
To clear a field, leave the to
field empty.
- To update a second or third field, repeat the first two steps.
If you are updating only one or two fields, leave the unused field boxes at Select a Patron Field.
- Make sure the cursor is in the Patron field, then scan a patron's barcode number.
To speed the search, select the Only search check box and select the field from the list.
As Destiny® processes the record, the patron's name, patron type, and barcode number appear under Most Recently Updated.
If you want to verify the changes, click the barcode number or Edit Patron next to the updated patron.
- Continue scanning the remaining barcodes to update the information as needed.
Note If you cannot scan a barcode, or it brings up the wrong record, you can search the database by entering a patron name (or part of a name, followed by *), Grade Level, Homeroom, User Name, User Defined field, or District ID, and clicking Update. Then, select the correct patron in the resulting list.