Phone 25 Department Branch Select a branch from the drop down list if configured. The default value is none. Alternate Phone 25 Street Line 1 70 Street Line 2 70 By default no label displays for the second line of the street address. It is possible to configure a label for the second line. The default value is Mail. Delivery Method Loan Select the patron's preferred delivery method for loans.
Delivery Fax 25 Enter the fax number. Delivery Email 80 Enter the email address to use when sending copies via email. Post to Web or Secure Post to Web. Messaging Method Select the patron's preferred messaging method. Messaging Fax 25 Enter the fax number to use when sending messages via fax. Messaging Email 80 Enter the email address to use when sending messages via email.
The default value is PDF. The default value is Text. Pickup Location Select the patron's preferred pickup location. Patron Statistical Information Once the patron record is displayed, you can add statistical Information. Select Statistics. Enter the following information. Field descriptions Field Description Stats Category Select a statistics category from the drop down list if configured. Patron Type Select a patron type from the drop down list if configured.
The loan code is used to automatically populate the due date when updating a request as a loan, and to determine, when and how many overdue notices should be sent. Patron Note Enter any notes of significance or relevance to this patron. Click Update. Patron Billing Information Once the patron record is displayed, you can add billing information.
Phone 25 Enter the billing contact's phone number. Contact Fax 25 Enter the billing contact's fax number. Billing Type Select a billing type if configured.
Billing Rate Select a billing rate. The billing rate is used to calculate the charge for the request. Billing Currency Select a billing currency. Account Number 20 Enter an account to use. Credit Card Select a type of credit card. Name on Card 80 Enter the name on the credit card. Card Number 40 Enter the credit card number. Expiration Date Enter the expiration date for the credit card.
Code Enter the security code for the credit card. Quota Total If using quotas, enter the total number of requests the patron is allowed. Filled Once the patron starts submitting requests, the number of requests filled to date is displayed.
This number is not editable. Reset Date Select the date on which the quota is restarted. Modify a patron record Login to Patron Registration. Retrieve the patron record to be modified. Make the changes as required. It is not possible to update the Patron ID for an existing record. If the patron's ID changes, a new record must be created. Delete a patron record Note: Only patron records to which there are no requests attached can be deleted. Login to Patron Registration. Retrieve the patron record to be deleted.
Click Delete. Retrieve the patron record. Click Login. Enter the User ID. Enter the password. Confirm the password. Inactive patrons If patrons are considered inactive and access to ILL services has been removed, the patron record can be updated to reflect this and to prevent requests from being submitted.
Set a patron inactive Login to Patron Registration. If an inactive patron tries to login to the Relais web form, the following message is displayed: Your account is currently inactive. Set a patron active Login to Patron Registration. Configure Patron Registration Extensive configuration of the screens used for Patron Registration is possible.
This includes the following elements: Screen name Names and hot keys for menu options Button names and hot keys Tool tips Field labels Default values for drop down boxes. Check in the character-based system:. ORDER Bibliographic Order Order 1 UL x Order 2 HSL Holdings Holdings 1 UL Holdings 2 HSL For single units, any authorized login is acceptable.
Name the Output File, for example: [LibraryIdentifier]-unit1-checkin-marc-[date]. Click once in Start input box and type: c checkin records. The Start and End record numbers will auto-complete. Remember that the range of records here is for checkin records, not bibliographic records.
If multiple Unit, the Start and End record numbers for the Unit may need to be keyed. This document provides a description of the procedures performed by Boston University in order to extract records from Sierra and Millennium III to Alma.
Ex Libris cannot take responsibility or provide support for any of the procedures described in this document. This document describes the process of extracting records from Millennium III and was developed by Boston University Libraries, but has been updated to include Sierra as well.
Sierra and Millennium have the same underlying database structure, and the extract process is the same, so this document refers to both products. This document should be used in conjunction with the Millennium and Sierra III to Alma Data Delivery Specification , which defines the fields that should be exported for each record type, and the Migration File Validation Tool , which is used to check the format of each of the exported files before they are uploaded to the Ex Libris FTP site.
This document is a guide to the process for extracting records. It is intended to supplement the data delivery guide and the file validation tool. The description of fields exported in this document are very specific to the Boston University implementation of Millennium and likely do not reflect specific fields in use at your institution.
This is because of the option that III provides in allowing libraries to modify their database field names for local use. For specific information on how to map your local fields to the expected field names, use the Millennium and Sierra III to Alma Data Delivery Specification document as your primary guide. Exporting other records requires permission to perform function 18 Create lists of records.
Boston University Libraries also chose to place a notice on the toplogo. At Boston University, the largest record queue holds a maximum , records.
When exporting more records than the record queue holds, the query is executed multiple times beginning with the next record in sequence. The final digit in the record number is a check digit. This check digit is a calculated number and does not increment in a serial fashion. So, for example, the following two bibliographic record numbers are sequential. When re-executing the query, specify the next record in sequence as the beginning record in the query. To avoid having to calculate the check digit, use the character a as a wild card character.
So, for example, if the following two record numbers are the last records in the record queue:. Each query of bibliographic records is executed in Create List specifying the range of record numbers to search. The start record number is updated for each successive iteration of the query, using the next sequential bibliographic record number. The stop record number can remain unchanged. Usually, no additional criteria need be specified unless there are additional bibliographic records that are not to be exported.
However, some customers have seen cases where random records are excluded for no apparent reason. We suspect this is due to how the records are sorted on output. In order to ensure all records are included, add the following criteria:. This ensures that the exported sets are sorted by bib key, so that when you export the second and subsequent sets of records, you start at the correct place.
After each query is complete, the bibliographic records are exported from Data Exchange. The following procedure describes how to export the bibliographic records from Data Exchange. Create the output file by clicking the Create icon from the top toolbar. Give the output file a name. Select Review from the drop-down menu. Select the Review queue that holds the records for the query. Click the Start button. If it is important to migrate records that have no MARC tags, these can be cataloged as a pre-migration cleanup task.
The file was exported using Data Exchange as described above. The file was then compiled to create a new marc file. Click tab: Data Exchange 3. The Unit numbers appear in parenthesis. This includes the following record types: Checkin records Course records Item records Order records Patron records Vendor records. The Create List queries to export these record types are executed much like the query for bibliographic records.
The Start record number is specified for each record type and updated for each iteration of the query. Otherwise, no additional criteria need be specified. Use a comma , for the field delimiter. Use a semicolon ; for the repeated field delimiter. In the specific case of boundwiths, do not use the semicolon delimiter for repeated bib records. Leave the boundwith record as is after exporting from Millennium.
For further information on exporting boundwiths, see the section 'Boundwiths file structure: field order' in the Item Records section of the Millennium and Sierra Migration Guide.
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