How to batch edit patron details

It is possible to modify multiple patron records at once using the Batch patron modification tool. This document contains directions to the tool and instructions for how to use it.

Navigating to the Tool

Go to Tools > Patrons and circulation > Batch patron modification.

This will take you to a new page with options for identifying the selection of patrons to be edited.

By card number

These are the unique numbers manually applied to the patron when the account is being created. These can be found through the Reports module or on the individual patron accounts.

Example:

By borrowernumber

These are unique numbers automatically applied to patron accounts by the system which cannot be edited. These can be found through the Reports module or on the individual patron accounts.

Example:

By patron list

This option uses predefined groups of patrons which have been defined elsewhere on the system.

For more details on patron lists, please check our Help Centre or contact Interleaf Technology directly.

For more details on creating a report, please check our Help Centre or contact Interleaf Technology directly.

Loading information to be edited

This example will use the first method, loading a file of cardnumbers that were previously downloaded from the reports module Koha.

To load the file of cardnumbers, click Choose File and a pop up box will appear, with information about files available locally on your computer.

Select the .csv file of patron cardnumbers.

Once the file is added, click Continue.

Editing the loaded information

Once the file has been loaded a new page will appear.

If the loaded file contains a cardnumber column heading the tool will identify it as not being a cardnumber and yellow warning box will appear. This warning is a failsafe should a cardnumber be incorrectly input and will not impact on running the tool. Ensure that no actual cardnumbers have been flagged and continue with the modification.

At the top of the page there will be a table of the patron accounts that will be impacted by the batch modification. 

Scroll to the bottom of the page and there will be an Edit patrons form, where different fields of patron information can be used to edit the accounts in the above patron table. 

The fields in the Edit patrons form will be either free text or dropdown.

Either type new information into the free text field or select information from one of the dropdowns and hit Save.

This will take you to a new page with a table of the patron accounts that have been edited. 

Version	Date	Detail	Author
1.0	16/11/20	Document created	Holly Cooper
1.2	04/12/20	Adding details	Holly Cooper
1.3	26/02/21	Adding details	Holly Cooper
1.4	17/11/25	Updating for newer version of Koha	Holly Cooper

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