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In most cases, reader classes in educational libraries can be updated using the Import Readers system. When an export file is generated from the central administration system of the educational establishment, both new and old students usually possess their current tutor group or class.
Sometimes however, it is more convenient to move the readership classes manually - especially if the academic year start is late in regards to computer systems update, or your educational establishment has mid-year class progressions in readiness for a new intake.
The [Reader Group Update] facility provides a means to deal with this situation, allowing new classes to be locked in for readers as and when they are available and which can then be 'triggered' at the most appropriate time.
Movements are created within a Project - multiple projects can be created to deal with different situations over time, or perhaps a year group, or a single project for the entire organisation. How you decide to plan the projects is at your own discretion and preference.
Click [Create] to create a new project in the drop-down list, or select and existing project from the list to work on.
Once a valid project is selected, the two list boxes will display the readers in their current groups in the left-hand list, and the destination group in the right-hand list (labelled [Move to:]).
Initially, only the left-hand group will contain readers - the right-hand group will contain only empty group placeholders.
To move a reader or an entire group of readers, first select the group in the right-hand ([Move To:]) list that will be the destination. Next, select all of the readers in the left-hand group that you wish to move on this occasion1).
Once selected, use the [>] button to 'move' the readers into the selected destination group. Note that in reality, the reader is moved into the new group only within this project. In reality they will remain in their current group until the project of [Executed] (see below), which may be the same day but also be weeks or months later.
If the reader(s) have been moved to the incorrect group, they can be selected and removed by using the [<] button. In this case however, no destination group needs to be selected - the reader will simply return to their current group.
If the reader(s) has been moved into the wrong destination group, they can moved into the correct group in a similar way as above. Select the Destination Group in the list, then each of the readers which need to be moved (not selecting a second group). Click the [↑] button to move the readers to the new group.