[OPEN-ILS-DEV] User data migration question

[Robert Soulliere]

Thanks Jason,

That is very helpful information for me to get started. It might be
while for me to get some test patron data, but I probably will have more
questions once we get deeper into it.

Thanks,
Robert 

----- Original Message -----
From: Jason Etheridge <jason at esilibrary.com>
Date: Friday, May 9, 2008 6:07 pm
Subject: Re: [OPEN-ILS-DEV] User data migration question

> > Does anyone have any insights or experience to share regarding 
> this user
> > record migration under these circumstances? I looked for 
> discussion in
> > the archives but couldn't find very much on this topic.
> 
> Hi Robert,
> 
> I don't know if anyone has replied to you off-list or not, but I
> wouldn't expect you to be able to get your patron data from Oracle to
> Postgres without some sort of mapping process, though this doesn't
> necessarily have to be done with an external script.  Let's say you
> can dump your Oracle patron table into a delimited text file.  You can
> then create a temporary staging table in postgres with the same
> fields/columns and import that data.  And then, from within postgres,
> you can map that data into the pertinent Evergreen tables.
> 
> Some things to keep in mind with Evergreen patron data...
> 
> 1) names are separated into 5 separate fields: family name, first
> given name, second given name, prefix, suffix
> 2) you can have multiple library cards associated with a single patron
> account (though by default, only one can be active)
> 3) you can have multiple addresses associated with a single patron
> (and you can label them, toggle them as valid/invalid, designate one
> as being the mailing address, designate the same or another one as the
> physical address)
> 4) patrons can be grouped together, with multiple designated "lead" 
> accounts5) grouped patrons can share the same address information
> 6) you can have unlimited free-text notes associated with patrons
> 7) you can have unlimited customizable "statistical category" labels
> and entries for patrons for more structured data
> 8) you have a single free-text "alert message" field per patron that
> is more prominent than notes and stat cats
> 
> Let me know if this helps.  If you can give us some example data we
> can help you map that into Evergreen.
> 
> -- 
> Jason Etheridge
> | VP, Community Support and Advocacy
> | Equinox Software, Inc. / The Evergreen Experts
> | phone: 1-877-OPEN-ILS (673-6457)
> | email: jason at esilibrary.com
> | web: http://www.esilibrary.com
> 


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