[OPEN-ILS-GENERAL] Patron batch updates

[Mina Edmondson]

York County , PA is currently updating permission groups of patrons from juvenile to adult, one by one. We typically delete expired cards in January. We would also like to be able to import barcodes in batch and update or add patron stat cats. Examples would be- all students who attend a certain school, SRC attendance by year, attendance at or membership in special programs etc. Simply being able to import by batch and then make changes individually to records without scanning or typing in individual barcodes would save time.

Mina C. Edmondson
District Consultant

717-849-6961- Office
717-916-0490- Cell

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-----Original Message-----
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Sent: Monday, January 25, 2016 12:00 PM
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Subject: Open-ils-general Digest, Vol 115, Issue 30

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Today's Topics:

   1. Re: Patron Buckets (Rogan Hamby)


----------------------------------------------------------------------

Message: 1
Date: Mon, 25 Jan 2016 11:27:58 -0500
From: Rogan Hamby <rogan.hamby at yclibrary.net>
To: Evergreen Discussion Group
	<open-ils-general at list.georgialibraries.org>
Subject: Re: [OPEN-ILS-GENERAL] Patron Buckets
Message-ID:
	<CAFpcaPwabSB=Hp=DAe6QdPdHujQsT-AQzPfGHNe6JraxOHZrMA at mail.gmail.com>
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There are lots of scenarios that individually happen rarely but cumulatively aren't rare at all.  For example, Miskatonic Public Library's board has changed circ policies so that fines are assessed differently.
Now their Juvenile group has to be split into Juveniles and YA with new circ rules based on their ages.


On Mon, Jan 25, 2016 at 10:49 AM, Lynn Floyd <lfloyd at andersonlibrary.org>
wrote:

> I have one. What if one branch of a library system closed, and you 
> wanted to move all of those patrons to a new Branch?
>
> Lynn Floyd
> lfloyd at andersonlibrary.org
> Anderson County Library
> 864-260-4500 x181
> http://www.andersonlibrary.org
>
>
>
> -----Original Message-----
> From: Open-ils-general [mailto:
> open-ils-general-bounces at list.georgialibraries.org] On Behalf Of Chris 
> Sharp
> Sent: Monday, January 25, 2016 10:46 AM
> To: Evergreen Discussion Group
> Subject: Re: [OPEN-ILS-GENERAL] Patron Buckets
>
> Jason,
>
> I have a batch editing use case for this.  Several years ago, one of 
> the primary email providers for a large swath of Georgia counties was 
> bought out, and after a point, they deactivated all email addresses 
> with the older company's domain, which was resulting in massive 
> numbers of bounces for staff to process.  We solved the issue with a 
> server-side SQL batch edit of affected accounts, but patron buckets 
> would have allowed library staff to take care of this themselves.
>
> Hope that helps!
>
> Chris
>
> ----- Original Message -----
> > From: "Jason Etheridge" <jason at esilibrary.com>
> > To: "Evergreen Discussion Group" <
> open-ils-general at list.georgialibraries.org>
> > Sent: Monday, January 25, 2016 10:36:27 AM
> > Subject: Re: [OPEN-ILS-GENERAL] Patron Buckets
> >
> > > I couldn’t find a ticket for the feature yet, that would be a good
> first
> > > start.
> >
> > I'd also suggest pulling out the batch edit part into a separate ticket.
> >
> > I've always been a fan of the idea of patron buckets, and I'm 
> > curious about what the use cases might be.  Anything other than batch editing?
> >  And with batch editing, what might be some examples there?
> >
> > --
> > Jason Etheridge
> > | Community and Migration Manager
> > | Equinox Software, Inc. / The Open Source Experts
> > | phone: 1-877-OPEN-ILS (673-6457)
> > | email: jason at esilibrary.com
> > | web: http://www.esilibrary.com
> >
>
> --
> Chris Sharp
> PINES System Administrator
> Georgia Public Library Service
> 1800 Century Place, Suite 150
> Atlanta, Georgia 30345
> (404) 235-7147
> csharp at georgialibraries.org
> http://pines.georgialibraries.org/
>
>
>


-- 

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>
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