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Support

Patron Loads

OPAL libraries may submit patron data files in one of two ways:

Automated

Libraries interested in setting up automated patron loads can read more about the process here. Please contact OPALhelp if your library is interested in setting up automatic patron data loading. There are no restrictions on the frequency of automated patron loads.

Manual

To submit files for loading, please use the secure upload form below, noting the accompanying "Instructions for Submission."  To ensure equal levels of service for all members, each library may only submit six files for submission within a given academic year.

Profiles

All patron data submitted must comply with the established profile for your institution. You can download a copy of your institution's profile below. If any changes or updates need to be made to your profile, please contact OPALHelp. 

 

Instructions for Submission

  • Ensure your patron data conforms to your established profile.
  • Use the form to the right to upload and submit your patron data.
  • You will receive an email confirmation that your data has been received.
  • Files submitted before 5:00 pm will be loaded at 6:30 am on the following business day.
  • OPALHelp will only contact you if there is a problem with the file.
  • If you would like to create review files of your patrons, please see examples below.
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