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USER ADMINISTRATION

Chapter 3. MAINTAINING THE USER DATABASE

   

 

Mapping Home Locations

If patron records in the import file include values in the homelocation field (see Preparing an Import File for more information) that are different than the home locations defined for your system, you can use the Map Home Location function to “map” the home location values contained in the import file to the corresponding home locations in your system.

NOTE: Unless subsequently changed, Home Location Mapping is retained and applied to all future imports.

To add a home location mapping:

  1. On the Import User Accounts screen (see Importing a File for details), click the Map Patron Home Location link.
    • The Patron Home Location Mapping screen displays in an additional browser window. The screen shows a listing of all currently mapped home locations.

Patron Home Location Mapping Screen

Patron Home Location Mapping Screen

  1. Click the Add New Mapping button.
    • A data entry line displays at the bottom of the list.
  2. Enter the name of a home location contained in the import file in the External Name text box.
  3. Select the corresponding home location from the Mapped Category menu.
    • The Mapped Category menu contains a listing of all currently defined branch locations for your system.
  4. Click the Update link to add the new home location mapping. (Click the Cancel link to cancel the addition.)
    • The Patron Home Location Mapping screen refreshes with the new mapping added to the list.
  5. Repeat steps 2 through 5 to map additional home locations. When all desired home locations have been mapped, click the Close button to close the Patron Home Location Mapping screen and return to the Import User Accounts screen.

To edit a patron home location mapping:

  1. On the Import User Accounts screen (see Importing a File for details), click the Map Patron Home Location link.
    • The Patron Home Location Mapping screen displays in an additional browser window. The screen shows a listing of all currently mapped home locations.
  2. Click the Edit link for the desired mapping.
    • The External Name and Mapped Category values for the selected mapping display in editable fields.
  3. Edit the External Name and Mapped Category values as desired.
  4. When all desired values have been edited, click the Update link to save your changes. (Click the Cancel link to cancel the changes.)
    • The Patron Home Location Mapping screen refreshes to display your changes.
  5. Repeat steps 2 through 4 to edit additional mappings. When all desired mappings have been edited, click the Close button to close the Patron Home Location Mapping screen and return to the Import User Accounts screen.

To delete a patron home location mapping:

  1. On the Import User Accounts screen (see Importing a File for details), click the Map Patron Home Location link.
    • The Patron Home Location Mapping screen displays in an additional browser window. The screen shows a listing of all currently mapped patron home locations.
  2. Click the Delete link for the desired mapping.
    • The Patron Home Location Mapping screen refreshes with the selected mapping removed from the list.
  3. Repeat step 2 to delete additional mappings. When all desired mappings have been deleted, click the Close button to close the Patron Home Location Mapping screen and return to the Import User Accounts screen.