Borrower Online Changes are derived from one of two Processes:
Borrower details can be altered in the OpenOPAC via “ change my details” For example: to alter a Mobile Phone Number.
You cannot make name changes, these need to be made by Library staff
Note: Patrons cannot make changes to their name online, only address, phone numbers and email address.
If your site has enough I.T. expertise and SQL Server knowledge then you may populate the BOR_IMPORT table with the relevant fields from your database that go automatically into the corresponding fields in Amlib.
COLUMN NAME |
TYPE |
SIZE |
EXPLANATION |
EXAMPLE |
---|---|---|---|---|
BOR_COMPLETE |
VARCHAR |
1 |
Flag to indicate whether record has been updated within Amlib. Flag set to Y when change applied by Amlib |
|
BOR_CHANGE_TYPE |
VARCHAR |
1 |
Flag to indicate type of Change. If set to O this will only be updated by the |
|
OpacSuggests functions. (Entries created by Borrower Address Change within Amlib NetOPACs module) |
||||
BOR_OUCR_NO |
INTEGER |
OpacSuggests Reference No (created by Borrower Address Change within Amlib NetOPACs module |
||
BOR_BAR_NO |
VARCHAR |
25 |
Borrower Barcode - usual key for matching to existing borrowers |
B09123 |
BOR_PIN |
VARCHAR |
5 |
Borrower PIN to be used as security for the Borrower e.g. to access their details via NetOPACs |
1234 |
BOR_SURNAME |
VARCHAR |
40 |
Borrower Surname |
McPherson |
BOR_TITLE |
VARCHAR |
8 |
Borrower Title |
Ms |
BOR_GIVEN |
VARCHAR |
20 |
Borrower First Name |
Sandra |
BOR_INIT |
VARCHAR |
20 |
Borrower Middle name |
Joy |
BOR_SEX |
VARCHAR |
1 |
Borrower Gender |
F |
BOR_DOB |
DATE |
4 |
Borrower Date of birth. Suggested format is dd mmm yyyy. Can also use dd/mm/yyyy |
4 OCT 1978 or 04/10/1978 |
BOR_CLASS |
VARCHAR |
10 |
Category for Borrower – often where Overdues are sent e.g. Room No or Tutorial Group |
RM10 |
BOR_GROUP |
VARCHAR |
10 |
Another Category for Borrower – often House or Faction Groups |
RED |
BOR_LOCATION |
VARCHAR |
20 |
Location of Borrower e.g. Campus |
SEN |
BOR_REF1 |
VARCHAR |
20 |
Can include information – free Text |
Internet approval given |
BOR_REF2 |
VARCHAR |
20 |
Normally this would hold the primary key for matching to external system – e.g. holds student number, especially if the borrower does not exist, or if the external system does not hold a borrower barcode (bor_bar_no) |
1134 |
BOR_REGDATE |
DATE |
4 |
Registration date for Borrower. Suggested format is dd mmm yyyy. Can also use dd/mm/yyyy |
18 MAY 2008 |
BOR_START_LOCATION |
VARCHAR |
25 |
Location where Borrower was registered |
LRC |
BOR_START_MSHIP |
DATE |
4 |
Start of membership date. . Suggested format is dd mmm yyyy. Can also use dd/mm/yyyy |
01 JAN 2008 |
BOR_STATUS |
VARCHAR |
10 |
Status of Borrower |
OK |
BOR_TYPE |
VARCHAR |
3 |
Main Category of Borrower. This will determine Borrower Privileges. Often a Year Group in a School and Adult, Junior etc. in a Public Library |
Y11 |
BOR_ADDR1_NO |
INTEGER |
4 |
* Internal use only * |
|
BOR_ADDR1_TXT |
VARCHAR |
50 |
* Internal use only * |
|
BOR_ADDR2_NO |
INTEGER |
4 |
* Internal use only * |
|
BOR_ADDR2_TXT |
VARCHAR |
50 |
* Internal use only * |
|
BOR_ADDR3_NO |
INTEGER |
4 |
* Internal use only * |
|
BOR_ADDR3_TXT |
VARCHAR |
50 |
* Internal use only * |
|
BOR_EMAIL |
VARCHAR |
75 |
Borrower Email address |
smcph@eastvill |
e.wa.gov.au |
||||
BOR_USE_EMAIL |
VARCHAR |
1 |
Borrower Use Email for Notices(Y/N) |
Y |
BOR_MOBILE_TEL |
VARCHAR |
25 |
Borrower Mobile Telephone Number |
0422 111 222 |
BOR_MOB_USFN |
VARCHAR |
1 |
Borrower use Mobile for Notices (Y/N) |
N |
BOR_ADDR11 |
VARCHAR |
32 |
Address 1 Line 1 (e.g. Postal Addr Line 1) |
|
BOR_ADDR12 |
VARCHAR |
32 |
Address 1 Line 2 (e.g. Postal Addr Line 2) |
|
BOR_ADDR13 |
VARCHAR |
32 |
Address 1 Line 3 (e.g. Postal Addr Line 3) |
|
BOR_ADDR14 |
VARCHAR |
32 |
Address 1 Line 4 (e.g. Postal Addr Line 4) |
|
BOR_SUBURB1 |
VARCHAR |
4 |
Address 1 Suburb Code (this is a code only – the suburb text should still be entered in BOR_ADDR12 or BOR_ADDR13 field) |
|
BOR_PCODE1 |
VARCHAR |
12 |
Address 1 Postcode / Zip |
|
BOR_TELEPHONE1 |
VARCHAR |
30 |
Address 1 Telephone No. |
|
BOR_ADDR21 |
VARCHAR |
32 |
Address 2 Line 1 (e.g. Residential Address Line 1) |
|
BOR_ADDR22 |
VARCHAR |
32 |
Address 2 Line 2 (e.g. Residential Address Line 2) |
|
BOR_ADDR23 |
VARCHAR |
32 |
Address 2 Line 3 (e.g. Residential Address Line 3) |
|
BOR_ADDR24 |
VARCHAR |
32 |
Address 2 Line 4 (e.g. Residential Address Line 4) |
|
BOR_SUBURB2 |
VARCHAR |
4 |
Address 2 Suburb Code (this is a code only – the suburb text should still be entered in |
|
BOR_ADDR22 or BOR_ADDR23 field) |
||||
BOR_PCODE2 |
VARCHAR |
12 |
Address 2 Postcode / Zip |
|
BOR_TELEPHONE2 |
VARCHAR |
30 |
Address 2 Telephone No. |
|
BOR_ADDR31 |
VARCHAR |
32 |
Address 3 Line 1 (e.g. Guardian Address Line 1) |
|
BOR_ADDR32 |
VARCHAR |
32 |
Address 3 Line 2 (e.g. Guardian Address Line 2) |
|
BOR_ADDR33 |
VARCHAR |
32 |
Address 3 Line 3 (e.g. Guardian Address Line 3) |
|
BOR_ADDR34 |
VARCHAR |
32 |
Address 3 Line 4 (e.g. Guardian Address Line 4) |
|
BOR_SUBURB3 |
VARCHAR |
4 |
Address 3 Suburb Code (this is a code only – the suburb text should still be entered in BOR_ADDR32 or BOR_ADDR33 field) |
|
BOR_PCODE3 |
VARCHAR |
12 |
Address 3 Postcode / Zip |
|
BOR_TELEPHONE3 |
VARCHAR |
30 |
Address 3 Telephone No. |
|
BOR_AREA_CD |
VARCHAR |
8 |
Area code if used |
EAS |
BOR_WARD_CD |
VARCHAR |
4 |
Ward code if used |
NW |
BOR_DATE_MODIFIED |
DATE |
Date modified |
||
EXTERNAL_ID |
VARCHAR |
250 |
External ID that can be used by Library/Suppliers to xref with their existing system – not used by Amlib BorImport but available as an external reference |
If the Buttons are not available, permissions need to be granted in Main > Supervisor > Usernames, which is covered in a separate instruction guide
COLUMN NAME |
TYPE |
SI Z E |
EXPLANATION |
---|---|---|---|
BOR_COMPLETE |
VARC HAR |
1 |
Flag to indicate whether record has been updated within Amlib. Flag set to Y when change applied by Amlib |
BOR_CHANGE_T YPE |
VARC HAR |
1 |
Flag to indicate type of Change. If set to O this will only be updated by the OpacSuggests functions. (Entries created by Borrower Address Change within Amlib NetOPACs module) |
BOR_OUCR_NO |
INTE GER |
OpacSuggests Reference No (created by Borrower Address Change within Amlib NetOPACs module |
|
BOR_BAR_NO |
VARC HAR |
2 5 |
Borrower Barcode - usual key for matching to existing borrowers |
BOR_PIN |
VARC HAR |
5 |
|
BOR_SURNAME |
VARC HAR |
4 0 |
|
BOR_TITLE |
VARC HAR |
8 |
Borrower Surname |
BOR_GIVEN |
VARC HAR |
2 0 |
Borrower First Name |
BOR_INIT |
VARC HAR |
2 0 |
Borrower Middle name |
BOR_SEX |
VARC HAR |
1 |
|
BOR_DOB |
DATE |
4 |
|
BOR_CLASS |
VARC HAR |
1 0 |
|
BOR_GROUP |
VARC HAR |
1 0 |
|
BOR_LOCATION |
VARC HAR |
2 0 |
|
BOR_REF1 |
VARC HAR |
2 0 |
|
BOR_REF2 |
VARC |
2 |
Normally this would hold the |
HAR |
0 |
primary key for matching to external system – e.g. holds student number, especially if the borrower does not exist, or if the external system does not hold a borrower barcode (bor_bar_no) |
|
BOR_REGDATE |
DATE |
4 |
|
BOR_START_LOC ATION |
VARC HAR |
2 5 |
|
BOR_START_MS HIP |
DATE |
4 |
|
BOR_STATUS |
VARC HAR |
1 0 |
|
BOR_TYPE |
VARC HAR |
3 |
|
BOR_ADDR1_NO |
INTE GER |
4 |
* Internal use only * |
BOR_ADDR1_TX T |
VARC HAR |
5 0 |
* Internal use only * |
BOR_ADDR2_NO |
INTE GER |
4 |
* Internal use only * |
BOR_ADDR2_TX T |
VARC HAR |
5 0 |
* Internal use only * |
BOR_ADDR3_NO |
INTE GER |
4 |
* Internal use only * |
BOR_ADDR3_TX T |
VARC HAR |
5 0 |
* Internal use only * |
BOR_EMAIL |
VARC |
7 |
|
HAR |
5 |
||
BOR_USE_EMAIL |
VARC HAR |
1 |
|
BOR_MOBILE_TE L |
VARC HAR |
2 5 |
|
BOR_MOB_USFN |
VARC HAR |
1 |
|
BOR_ADDR11 |
VARC HAR |
3 2 |
Address 1 Line 1 (e.g. Postal Addr Line 1) |
BOR_ADDR12 |
VARC HAR |
3 2 |
Address 1 Line 2 (e.g. Postal Addr Line 2) |
BOR_ADDR13 |
VARC HAR |
3 2 |
Address 1 Line 3 (e.g. Postal Addr Line 3) |
BOR_ADDR14 |
VARC HAR |
3 2 |
Address 1 Line 4 (e.g. Postal Addr Line 4) |
BOR_SUBURB1 |
VARC HAR |
4 |
Address 1 Suburb Code (this is a code only – the suburb text should still be entered in BOR_ADDR12 or BOR_ADDR13 field) |
BOR_PCODE1 |
VARC HAR |
1 2 |
Address 1 Postcode / Zip |
BOR_TELEPHONE 1 |
VARC HAR |
3 0 |
Address 1 Telephone No. |
BOR_ADDR21 |
VARC HAR |
3 2 |
Address 2 Line 1 (e.g. Residential Address Line 1) |
BOR_ADDR22 |
VARC HAR |
3 2 |
Address 2 Line 2 (e.g. Residential Address Line 2) |
BOR_ADDR23 |
VARC HAR |
3 2 |
Address 2 Line 3 (e.g. Residential Address Line 3) |
BOR_ADDR24 |
VARC HAR |
3 2 |
Address 2 Line 4 (e.g. Residential Address Line 4) |
BOR_SUBURB2 |
VARC HAR |
4 |
Address 2 Suburb Code (this is a code only – the suburb text should still be entered in BOR_ADDR22 or BOR_ADDR23 field) |
BOR_PCODE2 |
VARC HAR |
1 2 |
Address 2 Postcode / Zip |
BOR_TELEPHONE 2 |
VARC HAR |
3 0 |
Address 2 Telephone No. |
BOR_ADDR31 |
VARC HAR |
3 2 |
Address 3 Line 1 (e.g. Guardian Address Line 1) |
BOR_ADDR32 |
VARC HAR |
3 2 |
Address 3 Line 2 (e.g. Guardian Address Line 2) |
BOR_ADDR33 |
VARC HAR |
3 2 |
Address 3 Line 3 (e.g. Guardian Address Line 3) |
BOR_ADDR34 |
VARC HAR |
3 2 |
Address 3 Line 4 (e.g. Guardian Address Line 4) |
BOR_SUBURB3 |
VARC HAR |
4 |
Address 3 Suburb Code (this is a code only – the suburb text should still be entered in BOR_ADDR32 or BOR_ADDR33 field) |
BOR_PCODE3 |
VARC HAR |
1 2 |
Address 3 Postcode / Zip |
BOR_TELEPHONE 3 |
VARC HAR |
3 0 |
Address 3 Telephone No. |
BOR_AREA_CD |
VARC HAR |
8 |
|
BOR_WARD_CD |
VARC HAR |
4 |
|
BOR_DATE_MOD IFIED |
DATE |
||
EXTERNAL_ID |
VARC HAR |
2 5 0 |
External ID that can be used by Library/Suppliers to xref with their existing system – not used by Amlib BorImport but available as an external reference |
For existing Borrowers only include values in the Borrower fields that require change (e.g. Address fields) together with the key to match (e.g. Borrower Barcode)
After the processing and updating is finished, the Complete column in the BOR_IMPORT table is set to Y so it will not be re-updated next time. The row is retained in case of future needs.