Active is an Active/Inactive flag. Inactive patrons can't be checked out to, amongst other things.

Barred is a "deny all" flag. Basically inactive, but with the addition of a "You are barred" error.

Super_user is "can do anything" - For staff only, and even then preferably for staff who have control over the backend servers.

usr_group and master_account are linked, if I remember correctly. Master account is "this is the master account for the usr_group" and usr_group is currently used for things like family groups.

last_xact_id is updated by various actions to help solve the "two people working on the same patron at the same time" problem. You don't need to populate it yourself when importing patrons, though you can if you want I guess.

Local/Nonlocal would be better defined, IMO, as profile/permission groups, if only because you can actually define rules based on those. The same could go for Business and other cards (or rather patrons).

Adult/Juvenile you have correct.

And Scott already updated you on the statistical categories.

Thomas Berezansky
Merrimack Valley Library Consortium


Quoting Glen Modell <[email protected]>:

Hello. My name is Glen Modell and I work at the Ann Arbor District Library in Michigan. We have been using Innovative since 2005 but are investigating the Evergreen system. I am looking into how I would migrate patron records, and I have several questions for anyone who could take a moment to answer them.

First, how are you using the following fields: Active, Master_account, Super_user, Barred, Usr_group, Last_xact_id?

Second, I see that I can segment off patrons as local/nonlocal and adult/juvenile by using the Juvenile and Within_CIty_Limits fields. But we also have business cards and so on. What field/fields are you using in the Evergreen patron record to distinguish between different types of patron cards?

Third, when I register a new patron in the client, I see a bar labeled Statistical Categories at the bottom of the screen. This is not a link and I wondering how this is used.

I'd appreciate any responses.  Thanks.  --  Glen.

*****************************************
Glen Modell
Library Automation Specialist
Ann Arbor District Library
734-327-8322
[email protected]



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