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5 <p>The patron import tool can be used at any time to add patrons in bulk. It is commonly used in universities and schools when a new batch of students registers.</p>
7 <h2>Creating Patron File</h2>
9 <p>Your Koha installation comes with a blank CSV file that you can use as a template for your patron records. If you would like to create the file yourself, make sure that your file has the following fields in this order as the header row:</p>
11 <blockquote>cardnumber, surname, firstname, title, othernames, initials, streetnumber, streettype, address, address2, city, state, zipcode, country, email, phone, mobile, fax, emailpro, phonepro, B_streetnumber, B_streettype, B_address, B_address2, B_city, B_state, B_zipcode, B_country, B_email, B_phone, dateofbirth, branchcode, categorycode, dateenrolled, dateexpiry, gonenoaddress, lost, debarred, debarredcomment, contactname, contactfirstname, contacttitle, guarantorid, borrowernotes, relationship, ethnicity, ethnotes, sex, password, flags, userid, opacnote, contactnote, sort1, sort2, altcontactfirstname, altcontactsurname, altcontactaddress1, altcontactaddress2, altcontactaddress3, altcontactstate, altcontactzipcode, altcontactcountry, altcontactphone, smsalertnumber, privacy, patron_attributes </blockquote>
13 <p style="color: #990000;">Important: The 'password' value should be stored in plain text, and will be converted to a Bcrypt hash (which is an encrypted version of the password).</p>
16 <li>If your passwords are already encrypted, talk to your systems administrator about options</li>
19 <p style="color: #990000;">Important: Date formats should match your system preference, and must be zero-padded, e.g. '01/02/2008'.</p>
21 <p style="color: #990000;">Important: The fields 'branchcode' and 'categorycode' are required and must match valid entries in your database.</p>
23 <p style="background-color: #ffe599">Tip : If loading patron attributes, the 'patron_attributes' field should contain a comma-separated list of attribute types and values.</p>
25 <li>The attribute type code and a colon should precede each value.
27 <li>For example: "INSTID:12345,BASEBALL:Cubs"</li>
28 <li>This field must be wrapped in quotes if multiple values are defined.</li>
29 <li>Since values can contain spaces, additional doubled-quotes may be required:
31 <li>"INSTID:12345,BASEBALL:Cubs,""BASEBALL:White Sox"""</li>
34 <li>When replacing a patron record, any attributes specified in the input file replace all of the attribute values of any type that were previously assigned to the patron record.</li>
39 <h2>Importing Patrons</h2>
41 <p>Once you have created your file, you can use the Patron Import Tool to bring the data into Koha.</p>
44 <li>Choose your CSV file and choose to match on 'Cardnumber' to prevent adding of duplicate card numbers to the system</li>
45 <li>Next you can choose default values to apply to all patrons you are importing
47 <li>ex. If you're importing patrons specific to one library you can use the field on the Import form to apply the branchcode to all those you are importing.</li>
50 <li>Finally you need to decide on what data you want to replace if there are duplicates.
52 <li>A matching record is found using the field you chose for matching criteria to prevent duplication</li>
53 <li>If you included patron attributes in your file you can decide whether to add your values to existing values or erase existing values and enter only your new values.</li>
58 <p><strong>See the full documentation for Patron Import in the <a href="http://koha-community.org/manual/[% helpVersion %]/html/tools.html#patron-import">manual</a> (online).</strong></p>
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