Load Patrons

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: avoidance of duplication
: avoidance of duplication
into account.
into account.
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==== To extract data from Banner® in SIF format ====
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You must have a Banner account appropriate to this task.  Discuss the requirements with Helen Jackson of ITD.
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# Log in to Banner
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# Extract the data
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# Retrieve the data
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# Post-process the records
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# Re-examine the file for proper structure
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## Remove leading "garbage" record(s)
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## Check the alignment of fields
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## Remove duplicated records within the file
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# Re-examine file file for field-level issues
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## Clear SSN's as needed
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## Translate or re-map Patron Group Codes
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# Transmit the file to CARLI
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# Generate a Patron Load Work Request Order (WRO)
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# Examine the WRO diagnostics
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# Repair the file as needed by repeating the above
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# Verify WRO submission for full records
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# Notify appropriate personnel

Revision as of 19:41, 27 August 2008

Contents

Loading Patron Records

Reference Documents

  1. Batch Loading Patron Data into I-Share Voyager Databases.
  2. Patron Record Standard Interface File (Annotated)

Introduction

The "patron load" is a recurring process which must take

expiration of records
expiration of patrons
change of patron status
avoidance of duplication

into account.

To extract data from Banner® in SIF format

You must have a Banner account appropriate to this task. Discuss the requirements with Helen Jackson of ITD.

  1. Log in to Banner
  2. Extract the data
  3. Retrieve the data
  4. Post-process the records
  5. Re-examine the file for proper structure
    1. Remove leading "garbage" record(s)
    2. Check the alignment of fields
    3. Remove duplicated records within the file
  6. Re-examine file file for field-level issues
    1. Clear SSN's as needed
    2. Translate or re-map Patron Group Codes
  7. Transmit the file to CARLI
  8. Generate a Patron Load Work Request Order (WRO)
  9. Examine the WRO diagnostics
  10. Repair the file as needed by repeating the above
  11. Verify WRO submission for full records
  12. Notify appropriate personnel
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