Scheduled Patron Update

The Scheduled Patron Update feature lets you define and schedule updates to your patron records.

Important: 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.

  Note: 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.

For more information on messages you may see in the Patron Update Job Summaries, see Common Exceptions in the Update Patrons Job Summary.

Add a Scheduled Patron Update

1. Log in as a district user.
2. Based on how Destiny is set up at your district, do one of the following:
   • Select > District Back Office.
   • From the top-right corner, click District.
3. Select Admin > Update Patrons > Schedule sub-tab.
4. Click Schedule It.
5. Follow the steps in Add a Scheduled Patron Update.

Run an existing update

1. Log in as a district user.
2. Do one of the following (depending on how the user experience is set up at your school):
   • Select > District Back Office.
   • Select District.
3. Select Admin > Update Patrons > Schedule sub-tab.

   

4. Find your job, and then click Run. The Job Manager page appears.
5. Review the Job Summary, and proceed accordingly.