[OPEN-ILS-GENERAL] Patron Batch Functions

Martha Driscoll driscoll at noblenet.org
Tue Dec 9 11:56:08 EST 2014


Hi Chauncey,
I absolutely agree.  Having a tool to update batches of patron records 
can come in handy for any number of projects that a public library may 
be doing, such as:

- add statistical categories to users for better demographic information
- fix data migration problems
- fix interesting spellings of cities
- update expiration dates
- update passwords based on a formula
- update usernames based on a formula
- standardize prefix or suffix text
- add/remove alert_messages

Public libraries enter patron data by hand for the most part rather than 
load it from another database.  Inconsistencies in spelling, case, and 
format could be easily cleaned up.

I have also used patron load functionality to add dummy ILL patron 
records to our system.  These are used to check out material to 
off-system libraries and loading them in batch ensures that coding for 
statistics is accurate and consistent.

Deleting expired patrons is also not just an academic function.

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

On 12/9/2014 8:44 AM, Chauncey Montgomery wrote:
> Great suggestion.  Some of these features would be very useful in public
> library environments as well.
> Thanks for sharing.
> CM


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