The Evergreen for Academics group has been discussing several issues of importance to academic libraries including support for batch loading of patron records, batch patron update, and batch patron delete.

Academic libraries regularly load student records at the beginning of a semester to both add new students to Evergreen and update the contact information and expiration dates of students already in the database. Loads can be once a semester but can also be more frequent than that.

Even though academic libraries who regularly load student records likely have a set of scripts in place to automate this task, it would be great if there were an interface within the client, similar to Vandelay, for batch loading of patron records. Batch updates can also be important to change expiration dates for a group of students or faculty. As students leave their academic institution, it is important to delete those expired records.

I put together a list on the Evergreen for Academic wiki of the functions that a batch patron interface should have. This list is based my experience loading patron files for our 10 academic consortium members. Please let me know what issues you encounter and what functionality should be included on the wiki.

http://wiki.evergreen-ils.org/doku.php?id=evergreen_for_academics:batch_patron_functions

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

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