Follett VERSION 6.00, User Manual

Page: 202 / 730

04/04 202 Patrons
The patron in the following example is Patty Sellers, whose record data is the
same as that shown in the above table. In the export file, this record would
appear as a single line terminated by a hard return. Please note that there are no
trailing spaces at the end of the record.
P52",241661234",Sellers",Patty",Jo",20050630,2005,19880214,F",S",A",Johnson",Gymnasium",4th Period",ESL",
19 Ridge St",Route 3",Sycamore",Illinois",60987",pjo@aol.com",815-828-9598",(895) 982-8518",1037 Tame Rd",P
O Box 1972",McHenry",Wisconsin",70998",red@school.org",(724) 737-8487",724-887-3754",
Note:
The paragraph symbol ( ) in the previous example is being used to show
the hard return at the end of the record. It would not normally be visible.
Error checking in importing
Import checks the maximum length of each field. Any field larger than the
maximum length is truncated when imported.
Any trailing spaces in string fields are deleted. Leading spaces are not.
Barcodes may not be longer than 14 characters.
All date fields are stored as numbers, YYYYMMDD. Standard month/day
checking is applied. Years must be between 1900 and 2037.
Any record that is invalid generates a line in the exception report listing the
patron name (if possible) and a brief error message.
Importing patron records
Before you start, it is very important to check four factors that impact the
importing of your data. If they are not correctly set up, your records will not be
imported successfully.
Check the barcodes used in the records being imported. They must match the
barcode symbology set up for patrons in System Setup | Site | Barcodes,
including the Type Identifier character(s).
Check the default patron type in System Setup | Patron Maintenance. If you
are importing patron records that don't have patron types, Patron
Maintenance assigns this default patron type to the records being imported.
Check the required patron fields in System Setup | Patron Maintenance. If
the records in the import file do not contain the field(s) specified, the import
will fail.
Check the file format used for the records. Make sure that the records were
sent to you in the Follett patron file format. If they're not in the Follett format,
Patron Maintenance will not import them into your database. For
information on creating a file in the correct format, see the previous sections.
1. On the Patron Maintenance main window, open the File menu and select
Import Patrons. The Import Patrons dialog appears. Select a basis for
detecting duplicates, and then select the subsequent action, either Skip,