Those scripts are great and I used them as a basis for my student loading
scripts.  What these scripts don't do, however, is provide for overlay of
existing records.  There are decisions to make when identifying an on-file
record that is a match for the incoming record.  There are also decisions
to make about what fields to replace with incoming data and which ones to
preserve.  For example we don't replace a password with incoming data
because the student may have changed it from the default.

In our consortium, we load patron records from multiple colleges on a
regular basis.  Some colleges provide a weekly file while others provide
one file per semester.  The workflow I have created is:

1. upload entire file into a staging table
2. update the staging records with record ID's if the student is already in
the database (match point is ident_value)
3. update the usr, address, and card records for those already on file
4. remove the matched records from the staging table
5. assume the remaining are new and load them. Sometimes that is not the
case and we have to fix by hand.

Martha Driscoll, Systems Manager
North of Boston Library Exchange
www.noblenet.org


On Tue, Jun 26, 2018 at 3:53 AM Linda Jansova <skolk...@chello.cz> wrote:

> Hi,
>
> Although I have not used it myself yet, I do believe you can batch
> import patron records to Evergreen using SQL scripts such as those
> available from the official documentation:
>
> http://docs.evergreen-ils.org/3.1/_creating_an_sql_script_for_importing_patrons.html
> .
>
> Linda
>
> On 06/25/2018 05:40 PM, Bianca Parisi wrote:
> > Hi--
> >
> > Could we please add importing batch student (patron) records to
> Evergreen to the agenda? Curious to see what other institutions are doing.
> We have an automated process at the college that we need rethink/redevelop.
> >
> > Thanks,
> > Bianca
> >
> > Bianca Parisi, MLIS
> > Libraries and Learning Commons Technology Coordinator
> >
> > Niagara College, Welland Campus Library
> > 100 Niagara College Blvd. Welland, ON L3C 7L3
> > (905) 735-2211 ext.7404
> > http://nclibraries.niagaracollege.ca/library
> > bpar...@niagaracollege.ca
> >
> >
> > -----Original Message-----
> > From: Open-ils-general <
> open-ils-general-boun...@list.georgialibraries.org> On Behalf Of Jane
> Sandberg
> > Sent: Monday, June 25, 2018 10:59 AM
> > To: Evergreen Discussion Group <
> open-ils-general@list.georgialibraries.org>
> > Subject: Re: [OPEN-ILS-GENERAL] Reminder: Student Success Working Group
> >
> > Hi colleagues,
> >
> > One last reminder about today's Student Success Working Group meeting.
> > We'll talk about citations, course reserves, and the Web client.
> >
> > It will be held at 10am Pacific / 11am Mountain / 12pm Central / 1pm
> Eastern on the Zoom platform.  You can use this link to access the
> > meeting: https://linnbenton.zoom.us/j/938431327.  You can also access
> the meeting via phone.
> >
> > An agenda is here:
> >
> https://wiki.evergreen-ils.org/doku.php?id=student_success_working_group:agenda_2018-06-25
> .
> > Please feel free to add to it, or to let me know of additional topics
> you'd like to discuss.
> >
> > Student Success Working Group meetings are open to everybody, and have a
> particular focus on libraries that serve students at the primary,
> secondary, and post-secondary levels.
> >
> >
> > On Tue, Jun 19, 2018 at 7:36 AM, Jane Sandberg <sand...@linnbenton.edu>
> wrote:
> >> Hi colleagues,
> >>
> >> The Evergreen Student Success Working Group will hold its next meeting
> >> on Monday, 25 June.
> >>
> >> It will be held at 10am Pacific / 11am Mountain / 12pm Central / 1pm
> >> Eastern on the Zoom platform.  You can use this link to access the
> >> meeting: https://linnbenton.zoom.us/j/938431327.  You can also access
> >> the meeting via phone.
> >>
> >> An agenda is here:
> >>
> https://wiki.evergreen-ils.org/doku.php?id=student_success_working_group:agenda_2018-06-25
> .
> >> Please feel free to add to it, or to let me know of additional topics
> >> you'd like to discuss.
> >>
> >> Student Success Working Group meetings are open to everybody, and have
> >> a particular focus on libraries that serve students at the primary,
> >> secondary, and post-secondary levels.
> >>
> >>
> >>    -Jane
> >>
> >> --
> >> Jane Sandberg
> >> Electronic Resources Librarian
> >> Linn-Benton Community College
> >> sand...@linnbenton.edu / 541-917-4655
> >> Pronouns: she/her/hers
> >
> >
> > --
> > Jane Sandberg
> > Electronic Resources Librarian
> > Linn-Benton Community College
> > sand...@linnbenton.edu / 541-917-4655
> > Pronouns: she/her/hers
>
>

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