Grinnell College was eventually able to import our patron records in Ariel 4.1.1 from an Excel spreadsheet. Once I realized that almost everyone seemed to use ILL, about 2000 people rather than just a few hundred, we went back to work on it.
Our first problem was that we could not see the error log. Once we figured out how to view the error log we were able to trouble shoot the importing of the patron records. To view the log, go to Log -- Show Log. In the Log Viewer menu bar, click on Filters -- Set. We needed to check the box in front of Others. Then we could see the error messages. The order of the columns in the spreadsheet needs to be: Col. 1 FirstName Col. 2 LastName Col. 3 Email address Col. 4 Category We did not import any other data. Ariel assigned PIN#s and used the defaults we had set as to email/ftp, pdf/tiff. We tried to use a slash in the Category name and Ariel did not like that. Hope this helps anyone who tries to do this in the future. Thank you to all who responded with helpful suggestions. Gail Bonath Grinnell College Libraries -----Original Message----- From: [email protected] [mailto:[email protected]] On Behalf Of Glynn Shepherd Sent: Sunday, April 05, 2009 8:30 PM To: Discussion of the Ariel Document Transmission System Subject: [ARIE-L] RE: Importing Patron records Hello, After some emails to Infotrieve support they came up with this method for importing patron records into Ariel 4.1.1 using an Excel file with surname, first name, email, category, option for sending documents (E_MAIL or FTP), option for sending documents (PDF or TIFF), comment, PIN. I tried loading this into a 4.1.1 server from a 4.1.1 client and it worked OK. It didn't seem to set the email/ftp, PDF/TIFF or the PIN for each patron. The Ariel documentation seems to be correct for an Excel file, but the column numbers need to be reworked. Glynn -----Original Message----- From: Glynn Shepherd Sent: Wednesday, 18 March 2009 10:28 AM To: 'Discussion of the Ariel Document Transmission System' Subject: RE: [ARIE-L] Importing Patron records Hello, This is probably not much help, but about a year ago while convering to an Ariel server I tried every which way I could think of to import patron records (including an empty file) and Ariel would crash every time. Glynn -----Original Message----- From: Bonath, Gail [mailto:[email protected]] Sent: Wednesday, 18 March 2009 1:00 AM To: 'Discussion of the Ariel Document Transmission System' Subject: RE: [ARIE-L] Importing Patron records John - Thanks for the suggestion. Unfortunately, this didn't work either. We probably only have a few hundred patrons who use ILL so we are thinking about keying them, unless someone else has any suggestions. Gail _______________________________________________ ARIE-L mailing list Mail the list at [email protected] Unsubscribe at http://www.arie-l.org#subscribers Archive at http://www.mail-archive.com/[email protected]/
