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    What are steps to batch load patron records?

    • Product: Voyager
    • Product Version: 7.2.1

    Question

    How to bring external patron data into the Voyager database? 

    Answer

    A legacy system utilizing the SIF format is available, as well as a newer XML patron services batch loader. In both cases, sites must generate the file. Steps below are for handling generated files.

    SIF
    1. Obtain patron SIF or generate file with Patron Extract (SIF)
    2. Review & verify patron SIF fields are present as required and correct (text editor such as Notepad++ can be helpful)
    3. Load patron SIF to Voyager database using Pptrnupdt script
    4. Review logs and verify results in Circulation.
    XML
    1. Generate XML file with XML Patron Export (PpatronExpX) or other means, ensuring format complies with patron schema XSD.
    2. Load the patron XML file via the PpatronImpX script
    3. Review logs and verify results in Circulation

    Additional Information

    See also Voyager Technical Users Guide, Chapters 5, 6 and 18, and Patron Export and Patron Import service information on the Developer Network.


    • Article last edited: 20-Feb-2017