[OPEN-ILS-GENERAL] Patron Batch Functions

[Martha Driscoll]

When I load student records I provide for up to two addresses. 
Libraries provide the local address first followed by a secondary 
address.  The first address gets an address_type of 'MAILING' and it's 
ID is set in the usr.mailing_address and usr.billing_address. The second 
address gets an address_type of 'ALTERNATE'.  Either address can be 
blank but all our libraries provide a primary address and some provide a 
secondary home or international address.  I'm not sure how critical it 
is to have the secondary address in Evergreen.

If students live on campus, then the campus address is used.  If the 
student has a mail stop, then that can be included as well.  Community 
colleges provide a single home address.  It is important in our 
consortia to have valid mailing addresses for all patrons for notice 
printing.  If the student borrows material from another library, that 
library may want to mail paper notices or a bill.

--
Martha Driscoll
Systems Manager
North of Boston Library Exchange
Danvers, Massachusetts
www.noblenet.org

On 12/8/2014 8:39 PM, Galen Charlton 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
>