Patron Uploads

This document contains instructions on how to upload a comma seperated value (.csv) file of patrons to the Millennium database.

Important things to note:

The identifier key field is the UniqueID, if you want fields to overlay then you need to use the same UniqueID, use Student ID from the Hyperion report as both UniqueID and Barcode.  If you load records with different UniqueIDs but the same barcode you will have two records with identical Barcodes.  Be very sure to have the UniqueID and Barcode the same.

Be sure to format your phone numbers correctly, when they come out of Hyperion they will not be in any standard format.  This may require significant pre-processing.

The format of your .csv file is:

Exp Date, PCode1, PCode2, PCode3, PType, Home Library, MBlock, PMessage, PCode4, Birth Date, Unique ID, Barcode, Patron Name, Address, Address2, Phone, Phone 2, Message, Note, Email, PIN, Pat Image, ???

• Log into Millennium
• Go to the Admin module
• Click on Data Exchange
• Change the Select Process to Load Patron Records
• Click the Get PC button
• Navigate to your .csv file
• Change the suffix to .pfts and click OK
• This will create the filename.csv.pfts file, click on this file to highlight it and then click on the Prep button
• Click on the Start button, this will create the filename.csv.pat file if it is successful in prepping the file
• Close the Prep window by clicking the Close button
• Click on the filename.pat file to highlight it, then click on the Load button
• Click on the Test button if you want to test if your file will load correctly
• Click on the Load button to load the patron file
• Clean up any files used by deleting them from the Data Exchange screen

Common errors

• Using Barcode rather than UniqueID as the identifier
• Badly formatted phone number