Add Patrons from an ID List to the Assignment Batch

When adding candidates via an ID List, the list must be in XML format.  Candidates can be added to an assignment batch from more than one list.

Use the following procedure to add candidates to an assignment batch using an ID List:

1.  Select Automatic Assignment from the Assignment section of the Patron menu. The List of Assignment Batches grid is displayed in the Search tab on the Automatic Assignment page.

2.  If necessary, search for an assignment batch.

3.  Click  Select on the desired assignment batch, and then select the Candidates tab.

4.  Click on the Browse/Choose File button in the Add From List section. Select an ID list and click Open. The patrons will be added to the Assignment Candidates window.

5.  If necessary, change the candidate processing order.  See the Adjust the Assignment Batch’s Candidate Processing Order section for more information.