[OPEN-ILS-GENERAL] Patron Batch Functions

[Chauncey Montgomery]

Great suggestion.  Some of these features would be very useful in public 
library environments as well.
Thanks for sharing.
CM
-- 
Chauncey G. Montgomery, MLIS
Director/Fiscal Officer | Community Library
44 Burrer Drive | Sunbury, OH 43074
740-965-3901 | http://community.lib.oh.us

On 12/08/2014 04:49 PM, Martha Driscoll wrote:
> The Evergreen for Academics group has been discussing several issues of
> importance to academic libraries including support for batch loading of
> patron records, batch patron update, and batch patron delete.
>
> Academic libraries regularly load student records at the beginning of a
> semester to both add new students to Evergreen and update the contact
> information and expiration dates of students already in the database.
> Loads can be once a semester but can also be more frequent than that.
>
> Even though academic libraries who regularly load student records likely
> have a set of scripts in place to automate this task, it would be great
> if there were an interface within the client, similar to Vandelay, for
> batch loading of patron records.  Batch updates can also be important to
> change expiration dates for a group of students or faculty.  As students
> leave their academic institution, it is important to delete those
> expired records.
>
> I put together a list on the Evergreen for Academic wiki of the
> functions that a batch patron interface should have.  This list is based
> my experience loading patron files for our 10 academic consortium
> members.  Please let me know what issues you encounter and what
> functionality should be included on the wiki.
>
> http://wiki.evergreen-ils.org/doku.php?id=evergreen_for_academics:batch_patron_functions
>
>