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 a scheduled patron update, you must be a district-level user with the Manage Patrons for the District permission.

Before You Begin

Before you begin to set up a scheduled patron update, you need to know:

• The name and location of the .csv file containing your patron data. For details on the .csv file, see Patron Import Converter.
  
• The character encoding of the .csv file.
• The frequency and the days that your district administration creates the patron data file to be used in Destiny.

Notes: If you have multiple patron files, such as one for students, one for faculty, and one for staff, you must set up a scheduled patron update for each file. Did you use the Patron Import Converter to convert your data?  If... Then you need... Yes The generated properties file. No To run the Patron Import Converter.

To manage scheduled patron updates:

1. Log in as a district user.

2. Go to District Back Office.

3. Select Patrons > Update > Schedule tab.
   
4. Do one of the following:
   

   If you want to...	Then...
   Add or edit a scheduled patron update	Follow the steps in Add a Scheduled Patron Update.
   Delete a scheduled patron update	Next to the scheduled patron update you want to delete, click .
   Run an existing patron scheduled update	Find your job, and then click Run. The Job Manager page appears. Review the Job Summary, and proceed accordingly. Note: For more information on messages you may see in the Patron Update Job Summaries, see Review common exceptions.