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USER ADMINISTRATION

Chapter 3. MAINTAINING THE USER DATABASE

   

 

Mapping Protected Fields

In the event an import file contains a replacement record for a currently existing patron record in your user database, and you wish to retain the current value for one or more fields, you can use the Map Protected Fields function to “map” the desired fields. Any field mapped as a “protected” field will not be overwritten by the value contained in the import file.

To add a protected field:

  1. On the Import User Accounts screen (see Importing a File for details), click the Map Protected Fields link.
    • The Protected Fields screen displays in an additional browser window.

Protected Fields Screen

Protected Fields Screen

  1. Click the Add New Protected Fields link.
    • A data entry line displays at the bottom of the list.
  2. Select the field you wish to designate as “protected” from the Protected Fields menu.
    • The Protected Fields menu contains a listing of all available user record fields.
  3. Click the Update link to add the new protected field. (Click the Cancel link to cancel the addition.)
    • The Protected Fields screen refreshes with the new field added to the list.
  4. Repeat steps 2 through 4 to designate additional protected fields. When all desired protected fields have been designated, click the Close button to close the Protected Fields screen and return to the Import User Accounts screen.

To edit a protected field:

  1. On the Import User Accounts screen (see Importing a File for details), click the Map Protected Field link.
    • The Protected Fields screen displays in an additional browser window. The screen shows a listing of all user record fields currently defined as “protected.”
  2. Click the Edit link for the desired field.
    • The Protected Field value for the selected field displays in editable fields.
  3. Select a new Protected Field as desired.
  4. Click the Update link to save your changes. (Click the Cancel link to cancel the changes.)
    • The Protected Fields screen refreshes to display your changes.
  5. Repeat steps 2 through 4 to edit additional protected fields. When all desired protected fields have been edited, click the Close button to close the Protected Fields screen and return to the Import User Accounts screen.

To delete a protected field:

  1. On the Import User Accounts screen (see Importing a File for details), click the Map Protected Field link.
    • The Protected Fields screen displays in an additional browser window. The screen shows a listing of all user record fields currently defined as “protected.”
  2. Click the Delete link for the desired field.
    • The Protected Fields screen refreshes with the selected field removed from the list.
  3. Repeat step 2 to delete additional fields. When all desired fields have been deleted, click the Close button to close the Protected Fields screen and return to the Import User Accounts screen.