important On the Schedule Patron Update page, the File encoding
field defaults to the encoding type in the properties file. Mac only supports MacRoman and Windows-1252 encoding.
- Log in as a district user.
- If you are not on the Schedule Patron Update page, then follow the steps in the blue title bar.
- Use the following table to complete the required fields:
note You can select either Directory (default) or SFTP URL.
| Job Name
|
Type a job name for the update. |
| Directory (default)
|
Enter the path to the .csv file on the server. |
| *SFTP URL |
Enter the server name and any subfolders where the .csv file exists. |
| *User Name |
Enter the user name configured to access this server and folder. |
| *Password |
Enter the password for the user name.
|
| *File name |
Type the .csv file name. |
| Properties file
|
Navigate to the location of the properties file. |
| * When using SFTP, the fields are case-sensitive. To validate that the connection to the server is successful, click Test Server. |
- Make any other changes to the non-required fields.
important For the Job Schedule options, select as follows:
-To convert and upload all of the records in the .csv file that match the properties configuration, select Full.
-To convert and upload only records that are newer or have changes since the last update, select Incremental.
Follett recommends that if your patron population is under 50,000, select Full for each update. If your patron population is over 50,000, select Incremental on weekdays and Full on weekends.
- When you are finished, click Save. The Patron Updates page appears.
- Find your job, and then click Run. The Job Manager page appears.
- Review the job summary and proceed accordingly.
Click here for details