Mass change due dates

Create a List of Borrower Items to be Renewed

If you only need to target a smaller list borrowers by Borrower Barcode or Name, then this can be done in the next section.

1. Launch the Amlib client
2. Select Main > Borrowers > BorrowerWhere – the Borrower Where Search screen will open
3. Set the Where statement to search for borrowers you wish to change – for example:
   • Type =S
4. You may wish to include additional parameters to create more manageable lists-- for example:
   • Class = 7k
5. Click the Paste button
   
6. Select F5 Query
7. You will be asked if you want to use a Saved File – select No
8. A Borrower List will appear
9. Highlight all the borrowers in the list
10. Select XReferences > Items on Loan
11. This will create a Stockitem List of items currently out on loan which can then be saved and mass renewed
12. Select File > Save All
13. This will open Stockitem Saved Query Results screen
    
14. Click the F1 New button
15. In the Details column type in a file name – for example: Mass Renewals
16. Click the F3 Save button
17. Then click F9 Select – this will place all the stockitems into the file
18. A pop-up will appear, telling you how many items were saved into the file: The ‘XXX’ file contains X stockitems.
    
19. Click on the OK button
20. Go to Mass Change the Saved File

Create a Saved File of Stockitems to Changed

It is possible to create a search that targets only items due on (or before or after) a particular date, and to identify items out on loan to a small group of borrowers (using their Borrower barcode).

1. Launch the Amlib client
2. Select Main > StockItems > StockitemWhere – the Stockitem Where Search screen will open
3. Set the Where statement to search for the items you wish to change – for example:
   • Issue Date Due Back = 12/07/2010 (will target items due on a specific date)
   • On Loan = Y (will target only items on loan)
   • Bor Barcode IN B114,B765,B632 (optional – to target a specific borrowers)
   • Form = BK (optional – to restrict by Form Code)
   • Sts Code = FIC (optional – to restrict by Stats Code)
4. Click the Paste button
   
5. Select the F7 QtoFile button – this will open Stockitem Saved Query Results screen
   
6. Click the F1 New button
7. In the Details column type in a file name – for example: Mass Renewals
8. Click the F3 Save button
9. Then click the F9 Select button – this will place all the stockitems into the file
10. A pop-up will appear, telling you how many items were saved into the file: The ‘XXX’ file contains X stockitems.
    
11. Click on the OK button

Mass Change the Saved File

1. Launch the Amlib client
2. From the Stockitem module screen, select File > DisplayFile
   
3. The Stockitem Saved Query Results screen will open
   
4. Highlight the Saved File created earlier and F9 Select – this will display the items in a Stockitem List
5. Highlight all items in the list that you want to change the due date for
6. Select Table > ChangeDueDates
   
7. The Change Due Dates screen will appear:
   
8. Type in a New Due Date – for example: 08/11/2010
9. Click on the OK button
10. All the selected (marked) items will then be renewed