Banner and Banner and PeopleSoft Patron PeopleSoft Patron Database Updates: Database Updates:

Who’s on First?Who’s on First?Scott Gillies, Information Systems Librarian

and

Joy Garmon, Coordinator of Access Services

Georgia Gwinnett College LibraryGUGM – Ft. Valley State University

May 17, 2007

Because!Why?

I Don’t Know…

I Don’t Give a Darn!

Today?Who?

What?

Tomorrow.

GIL Policies GIL Policies

When are updates run?When are updates run? Who initiates the update run?Who initiates the update run?

Institutional PoliciesInstitutional Policies

Who is going to run the updates?Who is going to run the updates? What about mapping?What about mapping?

Important – Student employee borrowing Important – Student employee borrowing privileges. Contact site coordinator to privileges. Contact site coordinator to have them mapped the way you want.have them mapped the way you want.

When? When? Important Dates to ConsiderImportant Dates to Consider

First day of classesFirst day of classes Last day to drop/addLast day to drop/add Last day to withdrawLast day to withdraw Mini-mestersMini-mesters Half semestersHalf semesters

Expiration DateExpiration Date

PeopleSoft Employee PeopleSoft Employee Codes:Codes:

# B06 Full-time Biweekly# B06 Full-time Biweekly # B07 Students# B07 Students # B08 Part-time Biweekly# B08 Part-time Biweekly # BFX Biweekly Flex Schedule# BFX Biweekly Flex Schedule # M01 Monthly Full-Time# M01 Monthly Full-Time # M03 Academic Faculty# M03 Academic Faculty # M04 Part-time Monthly# M04 Part-time Monthly # MEX Monthly Flex Schedule# MEX Monthly Flex Schedule # MFX Monthly Faculty Flex Schedule# MFX Monthly Faculty Flex Schedule # RET Billing – Retirees, LOA, Disab# RET Billing – Retirees, LOA, Disab # RTB Retirees – Working Biweekly# RTB Retirees – Working Biweekly # RTM Retirees – Working Monthly# RTM Retirees – Working Monthly # SUM – Summer Faculty# SUM – Summer Faculty

ZORVLIB – Banner ZORVLIB – Banner Student UpdateStudent Update

http://ggc-admin.gabest.usg.edu/

This is the only part of this screen that

you need to be concerned with.

In Banner, the screens are separated into “blocks” by greenish lines.

These buttons move you to the “next” and “previous” blocks.

This Submit button does not “submit.”

Finishing the ZORVLIB Finishing the ZORVLIB ProcessProcess

When this screen appears, click OK to end the process.

Now, you must use a secure FTP client to connect to Banner File Manager and copy the ZORVLIB output to your local computer, so that you can send it to your GIL Site Coordinator.

Accessing the output from the Accessing the output from the ZORVLIB processZORVLIB process

File Manager = Security RiskFile Manager = Security RiskEven though you logged in to File Manager with your own username

and password, you can see all other jobs run for your institution.

This is a local folder that you need to create.

This is the folder where your institution’s jobs are saved.

Drag the file to your local Drag the file to your local drive:drive:

If your database is If your database is hosted at GSU…hosted at GSU…

…the resulting patron files are sent directly to

the host server via a Secure FTP connection.

If you are hosted at UGA:If you are hosted at UGA:

Go to the following URL: https://gil.uga.edu/patron/

What happens next?What happens next?

At UGA, a job runs that transfers the file At UGA, a job runs that transfers the file to your actual Voyager serverto your actual Voyager server

At GSU files have already been At GSU files have already been transferred to the Voyager server.transferred to the Voyager server.

Additional examination of Additional examination of files…files…

Screening of the data to insuring that the Screening of the data to insuring that the patron groups are set for the Banner filespatron groups are set for the Banner files

Checking patron addresses, etc. Checking patron addresses, etc. Banner & PS patron groups are translated to Banner & PS patron groups are translated to

the voyager PATRON_GROUP_CODE for the the voyager PATRON_GROUP_CODE for the institution patron data being processed. For institution patron data being processed. For example, UNDERGRAD => "STUDENT" example, UNDERGRAD => "STUDENT"

Files are then converted into the Voyager Files are then converted into the Voyager Patron Record Standard Interface File (SIF). Patron Record Standard Interface File (SIF).

SIF Conversion…SIF Conversion…

……often results in a number of error messages often results in a number of error messages where the incoming record has a different where the incoming record has a different Patron Group Code than that of the existing Patron Group Code than that of the existing Patron Group Code.Patron Group Code.

For some institutions, vendor supplied For some institutions, vendor supplied barcodes are added at this point.barcodes are added at this point.

Additional processing can also include using Additional processing can also include using different .sif formatting scripts which different .sif formatting scripts which accommodate the institutions’ local accommodate the institutions’ local preferences regarding institutional ids. preferences regarding institutional ids.

Voyager Patron Update Voyager Patron Update Program Program

Commonly known as Pptrnupdt, this Commonly known as Pptrnupdt, this Voyager utility takes the .sif input and Voyager utility takes the .sif input and updates or loads the patron data into the updates or loads the patron data into the Voyager databases. Voyager databases.

Generates information about the load: Generates information about the load: number of input records processed, number of input records processed, number of records added, existing number of records added, existing patrons updated, etc. patrons updated, etc.

Example of Pptrnupdt E-Example of Pptrnupdt E-mailmail

record# 3 with id #########:record# 3 with id #########: patron group of update record conflicts with database patron group record# 6 with id #########:patron group of update record conflicts with database patron group record# 6 with id #########: patron group of update record conflicts with database patron group record# 13 with id #########:patron group of update record conflicts with database patron group record# 13 with id #########:

patron group of update record conflicts with database patron group record# 15 with id ######### : UB patron record# 18 with id ######### : UB patron record# 19 patron group of update record conflicts with database patron group record# 15 with id ######### : UB patron record# 18 with id ######### : UB patron record# 19 with id ######### : UB patron record# 24 with id ######### : UB patron record# 28 with id ######### : UB patron record# 32 with id ######### : UB patron with id ######### : UB patron record# 24 with id ######### : UB patron record# 28 with id ######### : UB patron record# 32 with id ######### : UB patron record# 38 with id ######### : UB patron record# 74 with id #########:record# 38 with id ######### : UB patron record# 74 with id #########:

patron group of update record conflicts with database patron group #records processed = 83 #UB records skipped = 7 #records with problem patron group skipped patron group of update record conflicts with database patron group #records processed = 83 #UB records skipped = 7 #records with problem patron group skipped

RUN PARAMETERS:RUN PARAMETERS:

Input File Name: /m1/voyager/gucdb/local/patron/gucdb_staff-vsifInput File Name: /m1/voyager/gucdb/local/patron/gucdb_staff-vsifAudit File Name: /gil/gucdb/html/reports/circ_reports/patron-audit-06-09-28.22:02Audit File Name: /gil/gucdb/html/reports/circ_reports/patron-audit-06-09-28.22:02 Error File Name: /gil/gucdb/html/reports/circ_reports/patron-error-06-09-28.22:02Error File Name: /gil/gucdb/html/reports/circ_reports/patron-error-06-09-28.22:02Index Type: D: Program ChoosesIndex Type: D: Program ChoosesDefault Notes type: GeneralDefault Notes type: GeneralOverlay Notes: Add New NotesOverlay Notes: Add New NotesExtended Notes Processing: OFFExtended Notes Processing: OFFMonitor records processed every: 50Monitor records processed every: 50Number of records to process: ALLNumber of records to process: ALL

50 input records processed!50 input records processed!

GRAND TOTALSGRAND TOTALS

Input Patron Records Received: 72Input Patron Records Received: 72New Patrons Added: 0New Patrons Added: 0Existing Patrons Updated: 72Existing Patrons Updated: 72Records Written To Exception File: 0Records Written To Exception File: 0Stub Records Skipped: 0Stub Records Skipped: 0

CONVERSION/UPDATE COMPLETECONVERSION/UPDATE COMPLETE

Post Update Processing Post Update Processing (UGA Site):(UGA Site):

Compares the existing load/update records Compares the existing load/update records against previous load/update records. against previous load/update records.

Records which are among the previous load Records which are among the previous load records, but are not among the current loaded records, but are not among the current loaded records are extracted from the Voyager records are extracted from the Voyager database. database.

These records are then updated with a new These records are then updated with a new expire date (today's date) and reloaded into the expire date (today's date) and reloaded into the Voyager database via the Voyager Patron Voyager database via the Voyager Patron Update Program (Pptrnupdt). The result is an Update Program (Pptrnupdt). The result is an expired patron with no borrowing privileges. expired patron with no borrowing privileges.

Questions???Questions???