Load Patrons

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Loading Patron Records

Reference Documents

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


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. UNIX access username and password
  2. SQL access username and password. The sql_username may be the same as the UNIX login username.

User supplied data is indicated in bold.

  1. Log in to Banner
    1. Type PROD
    2. Login: <username>
    3. Password: <password>
    4. Optionally use ls to list files
  2. Extract the data
    1. sqlplus <sql_username>
    2. start sif_student2.sql
    3. Enter value for file name: <output_file_name>
    4. Wait until the extraction and creation of the SIF file is completed
    5. ! Type a single exclamation point and press Enter
  3. Retrieve the data

Use a Secure Shell® program on Windows® or Linux. The support staff can install this program for you. You will use this to transmit files over a secure stream of data so that third parties cannot retrieve the information.

  1. Example if on Linux or UNIX
    1. sftp <username>@prod.csu.edu
    2. Supply <password> when prompted
    3. get <output_file_name>
    4. exit

The file will be placed at your current local attach point

  1. Post-process the records
    1. Adjust patron codes as needed. As of August 27, 2008, the PR, DR, and CP codes must be changed on each record to GR. Use vi or EMACS (preferable) to do this
  2. Re-examine the file for proper structure
    1. Remove leading "garbage" record(s)
    2. Check the alignment of fields
      1. emacs <filename>
      2. M-x line-number-mode
      3. M-x column-number-mode
      4. Examine several records at the beginning, middle, and end of the file by placing the cursor on each field and making certain that the offset matches the EMACS offset indicated in the SIF layout document.
    3. Remove duplicated records within the file
    4. Delete records with SSN data rather than UID data
  3. Re-examine file file for field-level issues
    1. Clear SSN's as needed
    2. Translate or re-map Patron Group Codes
  4. Transmit the file to CARLI
  5. Generate a Patron Load Work Request Order (WRO)
  6. Examine the WRO diagnostics
  7. Repair the file as needed by repeating the above
  8. Verify WRO submission for full records
  9. Notify appropriate personnel
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