These Start / End of year steps will help you be ready for circulation in the new year. These steps are to ensure your resources are protected and returned at appropriate dates around the year. and your patrons have no issues loaning out items when the time comes.
In order to prepare the system for loaning administrators are required to perform a number of tasks either at the beginning or end of the year.
1. Moving patrons to LEFT (Dealing with patrons who have exited the institution)
2. Add new patrons
3. Migrate existing patrons to their new system classifications (e.g. Year 7 in 2019 -> Year 8 for 2020)
4. Update Final Borrowing & Expiry Dates
5. Verify loan limits are still valid
Watch the full training session here
Start / End of year procedures
|Moving patrons to LEFT||Dealing with patrons who have exited the institution||Updating patrons to LEFT|
|Adding new patrons||Adding all new patrons (via an import)||Adding Patrons via an Import|
|Moving patrons from one class to another||Moving existing patrons to their new Classifications/Homerooms (e.g. Year 7 in 2019 -> Year 8 for 2020)||Moving Patrons|
|Updating Final Borrowing and Expiry dates||Adding/Removing/Editing Borrowing & Expiry dates||Updating Loan Dates|
|Updating Loan Limits||Verify loan limits are still valid||Updating Loan Limits|
Publish Date: 01/02/2017
Publisher: Functional Solutions