Koha:Bulk Patron Import

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Revision as of 19:34, 15 August 2017 by JStallings (talk | contribs) (Created page with "#In Wen-GAGE, create Data Object list including the following columns: #* Student UID #* Full Last Name First #* Is Enrolled (only midyear) #* On Time Graduation Year #* Birth...")
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  1. In Wen-GAGE, create Data Object list including the following columns:
    • Student UID
    • Full Last Name First
    • Is Enrolled (only midyear)
    • On Time Graduation Year
    • Birthdate
    • Picture URL (not working ATM, but should be an easy batch download. Koha instructions here
  2. Remove terrible formatting from Wen-GAGE export (unmerge columns)
  3. Download starter .csv file
  4. Copy columns from export file to .csv, then delete any blank columns
    • cardnumber = Student UID
    • Divide Last, First names with Text to Columns in Excel
  5. Ensure .csv is comma-separated (the default)
  6. Enter following in Default Values box before submitting
  7. Home library
  8. Patron category
  9. Registration date (today, or August 1)
  10. Expiry date (five years from today, or August 1)
  11. Password
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