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USER ADMINISTRATION

Chapter 3. MAINTAINING THE USER DATABASE

   

 

Mapping Patron Categories

If patron records in the import file include values in the patron_category field (see Preparing an Import File for more information) that are different than the patron categories defined for your system, you can use the Map Patron Category function to “map” the patron category values contained in the import file to the corresponding patron categories in your system.

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

To add a patron category mapping:

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

Patron Category Mapping Screen

Patron Category 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 patron category contained in the import file in the External Name text box.
  3. Select the corresponding patron category from the Mapped Category menu.
    • The Mapped Category menu contains a listing of all currently defined patron categories for your system.
  4. Click the Update link to add the new patron category mapping. (Click the Cancel link to cancel the addition.)
    • The Patron Category Mapping screen refreshes with the new mapping added to the list.
  5. Repeat steps 2 through 5 to map additional patron categories. When all desired patron categories have been mapped, click the Close button to close the Patron Category Mapping screen and return to the Import User Accounts screen.

To edit a patron category mapping:

  1. On the Import User Accounts screen (see Importing a File for details), click the Map Patron Category link.
    • The Patron Category Mapping screen displays in an additional browser window. The screen shows a listing of all currently mapped patron categories.
  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 Category 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 Category Mapping screen and return to the Import User Accounts screen.

To delete a patron category mapping:

  1. On the Import User Accounts screen (see Importing a File for details), click the Map Patron Category link.
    • The Patron Category Mapping screen displays in an additional browser window. The screen shows a listing of all currently mapped patron categories.
  2. Click the Delete link for the desired mapping.
    • The Patron Category 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 Category Mapping screen and return to the Import User Accounts screen.