Follett VERSION 6.00 - Manual (Page 203)

04/04 Chapter 17 Importing patron information 203
Merge, or Replace, that Patron Maintenance executes when a duplicate
record is found.
Typically used when adding new
patron records. Skips incoming
records if they exist in database.
Select barcode or ID as specified in
System Setup for identifying your
patrons. Barcode is the default.
Typically used when updating
existing records. All nonĆblank
fields from the incoming record
replace the corresponding fields in
the existing record.
Other fields remain as is.
Recommended when importing
records that contain new area
codes or other specific data.
Typically used when updating
existing records. Recommended
only when importing records that
contain complete patron
information. Replaces all existing
fields with incoming fields.
2. If you are importing patrons from a floppy disk, insert the disk into the
floppy drive of your computer. On the Import Patrons dialog, click Import.
The Open dialog of your operating system appears.
3. Select the patron file you want to import from the disk, and click Open. The
system begins to import the records, displaying the progress of the import in
the Patron Import progress window. To interrupt the import at any time, click
Cancel on the progress window.
4. When the import is complete, a message appears asking if you want to
import another file. When you are finished importing, click Close. The
application generates an exception report with the number of patron records
processed and a description of any errors encountered.
Interpreting the exception report
Any errors encountered during the import patron process are entered into an
exception report. The exception report resides within the Follett folder in
Exception Reports. This table lists the possible errors and their meanings.
Patron Maintenance errors during a patron import
Error message Meaning
Barcode <number> is not a
valid patron barcode.
Patron barcode does not follow the symbology defined for patrons in
System Setup. Verify that the barcode setup is valid for the
symbology used.
Birth date field invalid:
Defaulted to blank.
Invalid birth dates are set to 0.
Card expiration date field
invalid: Defaulted to
blank.
Invalid card expiration dates are set to 0.
Duplicate <Barcode or
ID>: <value> exists.
A duplicate record was found and since duplicates are to be
skipped, this record is so noted. Verify duplicates.
<Field name> field too
long. Truncated.
One of the fields is longer than the maximum length allowed. The
data is truncated to the maximum length during import. Check
Follett's patron import data file formats, starting on page 199.