Here’s an overview of how the process would work. On a recurring basis:
Except for the final review process, all steps must be completed without human intervention. Specifically, in Step 1, the data file must be created through a scheduled scripting process or database query, not by a manual extraction. This ensures consistency in the data and reduces the margin of error.
OhioNET provides a secure FTP server for your files. When naming your files please use the following format (substituting your library name where it says LIBRARY) Example: LIBRARY_pats.txt
Libraries interested in pursuing automated patron loads can contact email@example.com for more information.
Some libraries may want to suspend updates to their graduating seniors' expiration dates. To achieve this, staff can update the fixed field PCODE2 to have a value 'g' in the patron record. A PCODE2 = 'g' will protect the current expiration date from changes in future patron loads. When the library receives a list of graduating seniors, code their Sierra patron records with PCODE2 = 'g', either manually or by sending a list of barcodes or ID numbers to firstname.lastname@example.org. Depending on the current expiration date of these patrons, staff may want to rapid update the EXP DATE field to an earlier (or later) date at the same time.