TLC HOSTED Instructions for exporting data using LS2 Reports

Transcription

1 There is a MARC export and a minimum of 9 reports to run. In summary, here are the reports: 1. Borrowers Address List by Locations (Primary address) 2. Borrowers Address List by Locations (Secondary address) 3. Borrowers by Borrower Field Values (may be multiple reports) 4. Borrowers Missing Borrower Field Values 5. Borrowers by Date of Birth 6. Borrowers Missing Date of Birth 7. Borrowers with Items Checked Out by Item Location (a report for each location/branch) 8. Fine Details by Borrowers 9. Borrowers with Available Credit by Locations 10. Item Barcodes by Locations (ONLY for a multi-branch library) MARC The MARC data is exported from the cataloging client. - Go to Start Library.Solution Cataloging Utilities Cataloging Utilities - Log in - Click File Extract Records - Select "Time Stamp" as the Search Type - Enter " " as the Initial Date Key and " " as the Final Date Key - Click OK - That will generate a file called EXTRACTS.RAW. It is stored automatically without any prompt for a location. It s typically in this folder: 1) Borrowers Address List by Locations Public Folders > Borrowers > Lists July 2017 Page 1 of 12

2 NOTE: if a pdf file opens, close it. It is not needed. Choose View in Excel Options and View in Excel 2007 Data. July 2017 Page 2 of 12

3 Save File. It will go into your Downloads folder. 2) REPEAT and select Secondary Address For saving for all reports, repeat the same process as above ( View in Excel 2007 Data and Save File) July 2017 Page 3 of 12

4 3) Borrowers by Borrower Field Values - Run the this once for every Field Value that you want to migrate. If you get an error, you'll need to do the report in chunks to limit the size of each individual output. AND please merge the pieced reports before uploading. To do so, load one in Excel, then append all the nonheader rows from the others to that one. The order is not important. - If you have any Yes/No fields, like Internet, you can Select all - For larger databases, you may notice that the total content of some fields will not display in the Select Borrower Field Values menu. This is likely for fields where the entry is unique for each patron, like a Reference name and/or phone number. This is a limitation of the TLC reports module and limits the extent of the data that can be exported (and thus migrated to Apollo). If you have more than one Borrower Location, you can run reports individually for each location. This can allow more of the Field Values to appear in the menu. (then please merge the files together for that Value). Public Folders > Borrowers > Lists July 2017 Page 4 of 12

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6 4) Borrowers Missing Borrower Field Values Public Folders > Borrowers > Lists July 2017 Page 6 of 12

7 5) Borrowers by Date of Birth Public Folders > Borrowers > Lists July 2017 Page 7 of 12

8 6) Borrowers Missing Date of Birth Public Folders > Borrowers > Lists July 2017 Page 8 of 12

9 7) Borrowers with Items Checked Out by Item Location NOTE: If you have more than one location, this report will need to be run for each location. Public Folders > Borrowers > Items Out - Lost - Overdue July 2017 Page 9 of 12

10 8) Fine Details by Borrowers Public Folders > Borrowers > Fines - Credits NOTE: this may take a while July 2017 Page 10 of 12

11 9) Borrowers with Available Credit by Locations Public Folders > Borrowers > Fines - Credits July 2017 Page 11 of 12

12 10) Item Barcodes by Locations ONLY FOR MULTI-LOCATION LIBRARIES Public Folders > Items - Titles > Lists ZIP the MARC plus the 9 (or more) into one file and upload them using your secure site <libraryname>.biblionix.com/upload Thanks! July 2017 Page 12 of 12