Support > Help > Patron Manager > Importing Patron Data
Patron Manager provides two methods of maintaining patron records...
manual updating using the Patron TAB
importing information from a file This facility is ideal for adding and/or updating a large number of Patron records in a semi-automated manner.
reads patron information from a file
maintains ‘mappings’ which identify which import fields should be placed into identified BiblioTECH fields
uses the mappings to display how the import information will be interpreted
performs matching of import records to BiblioTECH Patron records
updates those matched records
moves un-matched BT8 Patrons into the group $UnMatched (except those in groups containing staff, teacher or other)
Obtaining the Import File
Almost every site implements an administration system that maintains a list of people. (Eg in Victoria, Government schools use the CASES system). These systems are able to export a list of people with relevent details. The Librarian would need to to arrange with their Office staff to prepare the file by exporting the relevant information from the Administration system.
The Patron Import facility will perform a significant update to the library system data. It is highly recommended that a backup is performed prior to commencing the process.
Opening the Importer
In Patron Manager, select the menu File -> Import/Update Patrons ...
Select the target import file
If a mapping exists for that file type, it will be displayed on the left-hand panel
If this needs adjusting, click on [Adjust]
The first record in the file (as interpreted using the mapping) will be displayed in the centre panel
Select the desired matching methods (generally you would leave as the default)