Wednesday, March 7, 2012

Improved feature: Patron Import

Now you can customize the column order when importing patron records.

This means that you are no longer required to populate the spreadsheet that LibraryWorld sends when importing patron data. Instead, match the column number on your spreadsheet to the appropriate data field in the patron import application.

For example, I export my patron records in the required tab delimited format. The Excel spreadsheet needs to be saved as TEXT. The data included in this document is: Column A--Bar Code, Column B--Name, Column C--Organization, Column D--Branch, and so on.

All I need to do to accurately import this record into my library is login to my LibraryWorld account, click on 'patrons' in the left nav bar of the main page, select the 'import' tab on the upper portion of the screen, and match the data fields with the appropriate column labels.

Based on the example information above, here is what my screen should look like before importing:


  1. Thank you for posting this, it really saved me my problem in importing data. :)

    1. We are happy that this post was able to help you avoid some importing challenges. Thank you for supporting LibraryWorld!

  2. Can patron records have expiration dates? If so, how do I set them up?


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