QAS Setup
QAS Pro address verification software is designed to instantly verify & search addresses against the latest Australia Post’s Postal Address File (PAF). This guide shows how to check a Borrower address for an individual borrower.
Amlib’s interface has been written to take advantage of the QAS format.
Config File Key |
Amlib Field Name |
Contents |
---|---|---|
AUSAddressLine1 |
Line1 |
Street No. and Street e.g. 2/298 Selby St N |
AUSAddressLine2 |
Line2 |
Blank |
AUSAddressLine3 |
Line3 |
Blank |
AUSAddressLine4 |
Line4 |
Suburb, State and Postal Code e.g. OSBORNE PARK WA 6018 |
AUSAddressLine5 |
DPBarcode |
Australia Post DPBarcode |
Derived… |
State |
State extracted from Line4 |
Suburb |
Suburb extracted form Line4 |
|
Postal Code |
Postal Code extracted from Line4 |
Customising the QAS format
It is possible to customize the QAS format by editing the configuration file. As with any such work care should be taken ensure that the attempted customization can be rolled back.
You should also consider that as subsequent versions of QAS are released it will be necessary to test and perhaps modify the customization before each new release in used in the production environment.
- Make a backup copy of the QAWSERVE.INI file before you change anything
- Test the changes on a single machine connected to a test database before rolling out the changes in the production system
- Edit the configuration file with a plain text editor such as Notepad. Do not use MS Word!
- It is suggested that you do not change AUSAddressLine4, since Amlib extracts it’s derived fields from that lin. Any changes will break that functionality.
- NOTE: Exercise extreme care is the QAS installation is used by more than one application. Changes made may break or invalidate the interfacing of another system.
Step One:
Copy the [Barcode] section and paste it into the configuration file above the existing [Barcode] section.
Change the section name to [AmlibBarcode]
Note: You can call the customized section anything you like but don’t include spaces or exceed 32 characters so that you can carry out Step Two.
Step Two:
Change the Amlib Installation parameter QAS Layout to AmlibBarcode. Amlib will now use the customized layout.
Step Three:
Test the QAS interface to ensure that it still works as expected.
Step Four:
Customise the data included in the QAS fields
For example, we will change AUSAddressLine3 so that it contains the Suburb and State.
- In the default [Barcode] section it looks like AUSAddressLine3=W70
- Edit the line in the [AmlibBarcode] section to AUSAddressLine3=W70,L21,L11
- Save the file
Notice that L21 is the code for the Suburb field and L11 is the code for the State field. The document dg_aus.pdf, which is supplied with QAS contains a table which documents the code and field relationship.
Step Five:
- Go to Main Supervisor > Installation
- Set the Default parameters
- Click on Borrower button to view the Borrower Installation parameters
- Update the Field mapping in the Amlib Installation parameters
- Use the Installation/Advanced copy to copy to other locations if required
Borrower Installation Parameter example
FIELD |
EXPLANATION |
EXAMPLE |
---|---|---|
A borrower is re-register by (D)ate, (M)onths, (N)o re-register |
When a borrower is created, an expiry date is given (unless an N is entered). This expiry date is either based on today’s date plus a number of months, or an exact date. Enter a M to use the monthly method or a D to use the defined date method (If D is used, there must be a date entered in the third parameter before the table is saved) |
M |
A borrower’s registration will expire every ### months |
36 (number only entered if option above is set to be M not D) |
|
A borrower’s registration will expire on the following date |
01/12/00 (date only entered if option above is set to be D not M) |
|
Address 1 Area Mapping |
For use with QAS (Quick Address Software) – depending on which Addresses are to mapped to the Amlib Borrower Address |
|
Address 1 DP Barcode Mapping |
For use with QAS, to bring in the Post Office Barcode |
DP Barcode (Default) |
Address 1 Line 1 Mapping |
For use with QAS |
Line 1 |
Address 1 Line 2 Mapping |
For use with QAS |
Suburb Alternatively Line 4 to get Suburb on same line e.g. Osborne Park, WA, 6017. |
Address 1 Line 3 Mapping |
For use with QAS |
State |
Address 1 Line 4 Mapping |
For use with QAS |
|
Address 1 Postcode Mapping |
For use with QAS |
Postcode |
Address 1 Suburb Mapping |
For use with QAS |
|
Address 1 Ward Mapping |
For use with QAS |
|
Address 2 Mapping same as |
For use with QAS |
3 |
Address 3 DP Barcode Mapping |
For use with QAS, to bring in the Post Office Barcode |
DP Barcode |
Address 3 Line 1 Mapping |
For use with QAS |
Leave Line alone since it normally contains a Guardian Name |
Address 3 Line 2 Mapping |
For use with QAS |
Line1 |
Address 3 Line 3 Mapping |
For use with QAS |
Suburb |
Address 3 Line 4 Mapping |
For use with QAS |
State |
Address 3 Postcode Mapping |
For use with QAS |
Postal Code |
Address Check Provider |
For use with QAS |
QASDialog |
Borrower images to be kept in files e.g. .gif, .jpg |
Images may be kept on the database or in Files. The directory is defined in Supervisor, Location, Picture Directory and in a subdirectory, determined by the first 3 letters of the surname. The filename itself is the unique Amlib number for the Borrower plus an extension (e.g. jpg, gif). The default image type is .jpg |
.jpg |
Default Borrower Type |
Values entered in this column will automatically be entered into the relevant field/s when a new borrower is created. If left blank, the Borrower Type can often be entered automatically based on Date of Birth and settings in the Borrower Type parameter. If Default is entered that calculation will not be made |
A |
Default Borrower Class |
R12 |
|
Default Borrower Group |
R |
|
Default Borrower Status |
OK |
|
Delete a borrower memo when it is ### days old |
When creating a borrower’s memo you may supply an expiry date. Otherwise the system will calculate the expiry as being the current date plus the number of days entered in this field. A report can be run to delete expired memos from the system. |
365 |
Description of Borrower Address1 |
Labels for these field/s may be entered here, which will display as headings for the relevant field/s in the Borrower Details window. |
Residential |
Description of Borrower Address2 |
Alternative |
|
Description of Borrower Address3 |
Guardian |
|
Description of Borrower Reference1 |
Internet Approval given |
|
Description of Borrower Reference2 |
ID viewed |
|
For New Borrower display Create Address Window (Y/N) |
If this parameter is set to N, a Popup window of common addresses (those specified in the address window as being a Pop Up type). You may then select an address from this list to use for the new borrower. This facility is designed to allow users to give all borrowers the same address without going through the linking process. See Popup Address. If set to Y, the new address window screen will automatically display the Create a new address window, for a new address to be entered. |
Y/N |
Lock Corporate Borrower Data from being modified |
Specifically relates to Libraries using the Corporate Data function for Borrower Online importing. Sites using this function should have it set to Y. |
Y/N |
QAS Caption |
For use with QAS |
Address Check |
QAS Country |
For use with QAS |
AUS |
QAS Hide Licencing Dialog |
For use with QAS |
N If set to Y a dialog shows current Licence dates |
QAS ini Path |
For use with QAS |
|
QAS Layout |
For use with QAS |
Barcode |
QAS No Help |
For use with QAS |
Y |
QAS No Pro Bitmap |
For use with QAS |
Y |
QAS Read Only |
For use with QAS |
Y |
Show Memos in Borrower automatically |
If set to Y Borrower memos appear upon accessing a borrower record. If set to N Borrower memos stay hidden until accessed through Borrower Memos. Can only be used in Amlib.net |
Y/N |
Here is the customized configuration with the changed definition highlighted
[AmlibBarcode]
AUSComment=Australia barcode-enabled
AUSLastEdited=Friday, 17 August 2007
AUSConfigured=200
AUSAddressLineCount=5
AUSDataplusLines=1
AUSAddressLine1=W70
AUSAddressLine2=W70
AUSAddressLine3=W70,L21,L11
AUSAddressLine4=W70,L21,L11,C11
AUSAddressLine5=W70,AUSBAR.
AUSCDFVersion=1
AUSCDFVariation=1
AUSCapitaliseItem=P42 P11 L21 L11 X11
AUSAbbreviateItem=P41 P31 S11
AUSExcludeItem=
AUSSeparateElements=Yes
AUSElementSeparator={ } P11{ ^ } P42{ ^/}
AUSTerminateLines=No
AUSLineTerminator={,}
AUSFlattenDiacritics=No
AUSElementExtras=
AUSPaddingCharacter=
AUSReadOnlyAddress=No
AUSAllowPartialAddress=Yes
AUSInvalidateAncillary=Yes