[OPEN-ILS-GENERAL] Patron Batch Functions

[Tim Spindler]

We currently load student data matching on the ident value but since some
academics use the same student registration system (such as Banner) there
is the potential for duplicate numbers.  To prevent duplication, we add a
two letter code to the ident value to be sure each is unique.  However,
with multiple matchpoints it may not be needed.  A table with external
sources as Rogan suggests might also resolve this issue.

On Tue, Dec 9, 2014 at 9:12 AM, Rogan Hamby <rogan.hamby at yclibrary.net>
wrote:

> I think the syncing between Evergreen and the student information system
> will be critical part and I think the workflow you mentioned Tim is fairly
> typical.  I noticed that the wiki write up already mentions an
> ident_value.  Is that intended to be a unique identifier from the origin
> student information system?  If so, can we imagine a scenario where we
> might have multiple origin student systems, such as a consortium with
> multiple schools?  We might need a table to identify those external
> sources.
>
>
>
> On Tue, Dec 9, 2014 at 8:50 AM, Tim Spindler <tjspindler at gmail.com> wrote:
>
>> I don't know about others but at C/W MARS the academics provide a file
>> and all the data comes from the student information system including
>> mailing addresses.  We often get one address that is a campus address and
>> one that is a home address.
>>
>>
>> I think Martha has it covered but we have some institutions who would
>> want address information overlaid and others who might want all address in
>> the record because of the way students can move around.
>>
>> On Mon, Dec 8, 2014 at 8:39 PM, Galen Charlton <gmc at esilibrary.com>
>> wrote:
>>
>>> Hi,
>>>
>>> On Mon, Dec 8, 2014 at 3:49 PM, Martha Driscoll <driscoll at noblenet.org>
>>> wrote:
>>> > 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
>>>
>>> Thanks for putting this together, Martha, it looks like a great start.
>>> One set of use cases that I'm particularly curious about are how
>>> addresses should be handled.  For example, does it suffice for most of
>>> the libraries in the IG to have the batch import handle one address
>>> per patron? Do any of you get mailing address data from any place
>>> other than the student and staff information systems?  Are any of you
>>> in a position to not have to worry about keeping student mailing
>>> addresses in the ILS at all?
>>>
>>> Regards,
>>>
>>> Galen
>>> --
>>> Galen Charlton
>>> Manager of Implementation
>>> Equinox Software, Inc. / The Open Source Experts
>>> email:  gmc at esilibrary.com
>>> direct: +1 770-709-5581
>>> cell:   +1 404-984-4366
>>> skype:  gmcharlt
>>> web:    http://www.esilibrary.com/
>>> Supporting Koha and Evergreen: http://koha-community.org &
>>> http://evergreen-ils.org
>>>
>>
>>
>>
>> --
>> Tim Spindler
>> tjspindler at gmail.com
>>
>> *P**   Go Green - **Save a tree! Please don't print this e-mail unless
>> it's really necessary.*
>>
>>
>>
>
>
>
> --
>
> Rogan Hamby, MLS, CCNP, MIA
> Managers Headquarters Library and Reference Services,
> York County Library System
>
> “You can never get a cup of tea large enough or a book long enough to suit
> me.”
> ― C.S. Lewis <http://www.goodreads.com/author/show/1069006.C_S_Lewis>
>



-- 
Tim Spindler
tjspindler at gmail.com

*P**   Go Green - **Save a tree! Please don't print this e-mail unless it's
really necessary.*
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