Update Patrons Job Summary: Review common exceptions
Update Patrons Job Summary: Review common exceptions Destiny displays messages in the Update Patrons Job Summary when an invalid record or invalid fields in a record have been skipped, or when Destiny has entered default values into blank fields to allow a record to be saved. Below are the common messages encountered in the Job Summary, an explanation…
Schedule a patron update
Schedule a patron update Typically, you schedule a patron import to keep your patron records up-to-date in Destiny. This process includes adding, editing, inactivating, and deleting patron records in Destiny. Notes:To set up or run a scheduled patron update, you must be a district-level user with the Manage Patrons for the District permission.Prior to setting up a scheduled patron update, review…
Scheduled Patron Update Overview
Scheduled Patron Update Overview The Scheduled Patron Update feature lets you schedule automatic updates to your patron records to keep them up-to-date with current student data. The scheduled update adds new and updates existing patron records. It can also inactivate and delete patron records based on parameters you set up. Note: To set up or run…
Patron Import Converter: Advanced Options
Patron Import Converter: Advanced Options When configuring the Patron Import Converter, Field Mapping lets you create custom formatting to meet your needs. To get to the Field Mapping tab, see Patron Import Converter Step 4: Configure the Patron Import Converter. On the Field Mapping tab, click the drop-down under Format. You can select: What do you want to do? Change incoming CSV values to Destiny values Format date…
Use the Patron Import Converter
Use the Patron Import Converter At the district level, adding or updating patron records requires use of an XML (extensible markup language) file. But many Student Information Systems only let you extract a CSV (comma-separated value) file. If that is the case, use the Patron Import Converter (PIC) to change the CSV file to an…
Remove secondary site associations
Remove secondary site associations If you are a district user with the right to Manage Patrons for the District, use the Remove tab to delete secondary site associations patrons in your district may have. You can remove secondary site associations for all patrons in the district or only those at a particular school. Alternatively, you can remove associations for certain…
Globally add site associations for patrons
Globally add site associations for patrons If you are a district user with the right to Manage Patrons for the District, Update Patron associations lets you globally associate patrons with additional sites. You may want to do this for patrons who attend or teach class at multiple schools. You can limit the patrons selected for the…
Excuse fines
Excuse fines The Excuse Fines tab on the Update Patrons page lets you globally delete fines and refunds by grade level or graduation year, and by a value or date range. You can delete fines and refunds for just your patrons, or include patrons of other schools who borrowed your materials. You might want to do this at the…
Move fields
Move fields The Move Fields tab of the Update Patrons page lets you move the contents, or values, from any one of the five User Defined fields to any of the following patron fields: Important: Moving the information cannot be undone. It also clears it from the originating field. Make sure you do not perform this procedure twice for the same…
Merge duplicate patrons
Merge duplicate patrons Your database may contain several patron records for the same person. The Merge Duplicates feature on the Update Patrons page lets you retrieve all the records for a particular patron, select the preferred record and delete the duplicates. You can also retain multiple site associations for the patron or discard all but the primary association. Destiny retains…