How to Set Up or Update Year Levels / Age Categories

How to Set Up or Update Year Levels / Age Categories

If your patrons are showing as “Unspecified” or need their age or year level information updated, the process depends on whether your ePlatform portal uses an external authentication setup or operates as a stand-alone account.

Step 1: Check Your Authentication Method

First, determine how your patrons log in to ePlatform:

• Stand-Alone (Manual Accounts): Patrons are managed directly within ePlatform. You can update Date of Birth or Year Level using the Import/Update Patrons Tool under Admin.

• Integrated (SIP2, LDAP, SSO, SAML, etc.): Patron accounts are authenticated via your library management system or identity provider. Manual updates made in ePlatform will be overwritten or will not sync properly.

Step 2: Contact Support for Integrated Setups

If your portal is Integrated:

1. Contact our team at support@eplatform.co to request assistance with updating patron year level information.

2. Provide us with your IT or LMS administrator's contact details so we can liaise with them directly to check if year level or date of birth attributes can be sent through your existing authentication setup.