Move fields

The Move Fields sub-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:

  • Grade Level
  • Homeroom
  • Nickname
  • Another User Defined field

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 fields.

Update Patrons page Move Fields sub-tab

Move information

  1. Select Admin > Update Patrons > Move Fields sub-tab.
  2. If you are a district user with the Manage Patrons for the District permission, select the district or a site from the In drop-down.

    Note: You cannot move any information in the patron records of a Media Manager site. Only the administrator at the Media Manager site can do so.

  3. From the Move Data from drop-down, select the field from which to move the information.
  4. From the To drop-down, select the destination field.
  5. If you are a district user and selected the district from the In drop-down, click Check to view unique names for user-defined fields.
  6. To revert the cleared field name to User Defined <number>, select the Restore the default label… checkbox. Destiny will restore the name on any updated patron records.
  7. If the destination field already contains a value, select the action you want Destiny to take:
    • To avoid overwriting any existing information in the destination field, select Prevent move…. Destiny examines all patron records; it stops if any patron record has information in that field.
    • To skip records with existing information in the destination field, select Skip patron…. Destiny updates patron records except those with information in that field.
    • To update all records, even if they have information in the destination field, select Overwrite….
  8. Click Update Patrons.
  9. When the confirmation message appears, click Yes. The Job Manager displays the Move Patron Fields job.

Job Summary

For each Move Fields job, Destiny generates a Job Summary showing the fields involved and the number of patron records updated.

If you selected Prevent move…, the Job Summary also shows the number of patron records that include information in the destination field.

If you selected Skip patron…, the Job Summary also shows the number of skipped records, the patron names, and links to the records.