Handy Library Manager, tutorial: Patrons new

Library Patrons
-  library patrons
>  new patrons table
-  old patrons table
-  borrower data, things to know
-  search, select new borrowers
-  suspended status
-  expiry date membership
-  send emails to patrons
-  print marker; random selection
-  delete borrowers
-  move borrowers
-  move borrowers; print marker
-  track teacher, grade info
-  record teacher/grade in loans

New patrons/borrowers table.

Use the Borrowers New table to process bulk data entry or import from other files.

You add data into the Borrowers New table. When data is ready to use, you move newly entered records to the Borrowers table.

Your source file should include borrower names (NAME). All other fields are optional, and for some, our system will create values for you (BARCODE, DATE_ADDED).

Click the Add Items/Borrowers tab.
Click Add Borrowers.
Borrowers_New table: enter new borrowers into this database. Move new borrower records to the main database when all information is entered.
Only the Borrowers_New table allows you to import your data from text, spreadsheet files.

Click the Search tab.
You can quickly display records with missing information and finalize data entry.

Click Add Borrowers.
Click Add Borrowers From Text File.
You can import your data from text files.

Define Data Mapping

On the top of your excel or other spreadsheet table add one row and enter data field names that are used by Handy Library Manager. The row with field names will simplify the importing procedure. You will not have to define the import mapping.
In this case the following names were entered into the corresponding columns: NAME, BARCODE, TYPE, ADDRESS1, ADDRESS2, CITY, STATE, ZIP, PHONE, EMAIL
Click Save & Close or Save & Next.
Save your excel table as a text tab delimited file.

Move To Borrowers Main

When all data is entered and reviewed move it to the main borrower database.
Click the Move Borrowers tab.
Click Move Borrowers.

If you want the program to generate unique barcode numbers for you, do not enter barcode values into the barcode field.

If you transfer your data from a spreadsheet file and encounter errors in the data imported into Handy Library, you can delete all displayed data and repeat the whole procedure.

Question:
When we first enter a new borrower do we enter them in the New Borrower table? What's the difference or reason for a New Borrower and Borrower table?

Answer:
The library administrator decides where to enter new borrowers. Use the Borrowers New table when you import borrower data from the spreadsheet. Also, use the Borrowers New table when you enter your data in several phases.

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