koha-dev.rot13.org Git - srvgit/blob - koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/import_borrowers.tmpl

   1 <!-- TMPL_INCLUDE NAME="help-top.inc" -->
   2
   3 <h1>Patron Import</h1>
   4
   5                 <ul>
   6                         <li>Create a CSV file for your patron data<br/>
   7                         <ul>
   8                                 <li>Format your file with the following fields
   9                                 <ul>
  10                                         <li>'cardnumber',    'surname',      'firstname',        'title',     'othernames',    'initials',     'streetnumber',     'streettype',     'address',       'address2',     'city',             'zipcode',     'email',         'phone',        'mobile',           'fax',     'emailpro',      'phonepro',     'B_streetnumber',   'B_streettype',     'B_address',     'B_city',       'B_zipcode',        'B_email',     'B_phone',       'dateofbirth',  'branchcode',       'categorycode',     'dateenrolled',  'dateexpiry',   'gonenoaddress',    'lost',     'debarred',      'contactname',  'contactfirstname', 'contacttitle',     'borrowernotes', 'relationship', 'ethnicity',        'ethnotes',     'sex',           'userid',       'opacnote',         'contactnote',     'password',      'sort1',        'sort2'
  11                                         <ul>
  12                                                 <li>
  13                                             <span style="background-color: #ffe599">
  14 TIP: Consult your system administrator if you are unsure of how to fill in the above fields.</span></li>
  15                                                 <li>
  16                                            IMPORTANT: Make sure the 'branchcode' and 'categorycode' are valid entries in your database.</li>
  17                                                 <li>Passwords should be stored in plain text, and will be encrypted as they're imported
  18                                                 <ul>
  19                                                         <li>
  20                                                     <span style="background-color: #ffe599">
  21 TIP: If your passwords are already encrypted, talk to your systems administrator about options.</span></li>
  22                                                 </ul></li>
  23                                         </ul></li>
  24                                 </ul></li>
  25                         </ul></li>
  26                         <li>Select a file to import into the borrowers table</li>
  27                         <li>If a cardnumber exists in the table, you can choose whether to ignore the new one or overwrite the old one.</li>
  28                         <li>Click 'Import'</li>
  29                         <li>You will be brought to a confirmation screen.</li>
  30                 </ul>
  31         </div>  <!-- TMPL_INCLUDE NAME="help-bottom.inc" -->