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librarian:textbook_tracker:remove_graduates

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Remove Graduates

1. Select Tools. From drop-down menu choose Reports. Choose Saved Reports tab and Favorite. Run report Patron List – Line 1 (Report Name – Patron List – Graduated). Choose Select By: School (use number). Print PDF and save pdf file.

Patron List Graduate

 Report will give you total number of patrons listed as "graduated".

2. From the Circulation Window choose Tools and then from the drop‐down menu choose Utilities. Under Saved Utilities choose Favorite. Select Forgive Charges. Select By: School (number). Run. Any transactions associated with Patron(s) being removed must be cleared before the Patron(s) is removed.

screen shot Forgive Fines

3. After running the Forgive ChargesForgive Fines Utility, from the same list, under Utility Type, choose Remove Patron ‐ Name Remove Patron – Graduated.

librarian/textbook_tracker/remove_graduates.1318253437.txt.gz · Last modified: 2011/10/10 09:30 by carolyn