Globally add site associations for patrons

Log in as District > Choose Back Office > Update Patrons

If you are a district patrons manager, Update allows you to 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 update by Patron Type, Graduation Year, Grade Level, Patron Status, or Access Level.

You can only add associations for one additional site at a time.

Once you identify the patrons, you need to specify a Patron Type and Access Level for them at the new site.

To globally add site associations for patrons

important If there is a resource site and you select Access Level, then the Resource Group list box appears to make selections.

For more details, see access levels and resource groups.

1. If you are not already in the Update Patrons page (district level), then you need to follow the steps in the blue bar with white letters (above).
2. Select the patrons' current site from the For every patron list.

   note You cannot add site associations for patrons of Media Manager sites.

3. From the Whose list that appears, select the criterion to identify the patrons, and then enter or select the appropriate term.
   note If you select Access Level from the Whose list, you can select an Access Level, and then a resource Group.
   
4. From the Add association to list, select the site you want to associate the patrons with.
5. From the lists that appear, select a Patron Type and an Access Level for the patrons at their new site.
6. Click Update, and then Yes on the confirmation message.

When the update process ends, the job summary lists the following information for each patron:

• Patron name
• Patron barcode number at the new site
• Patron type
• An Edit Patron link that allows you to easily make changes, if necessary.

note If possible, Destiny® assigns each patron's current barcode number at the new site. If the barcode number is already in use at the new site, Destiny uses the next available barcode number at the new site and notes this in the report.