Bulk Adding Patron Records in Evergreen

Bulk Adding a Patron

1. Bulk Adding Patron Records in Evergreen

Download the Batch Patron Import Template found at the bottom of this page.
Format your data according to the guide below.
Export as .csv file. Please be sure to retain the column headings.
Open a new ticket with Equinox Software requesting a patron load and attach your .csv file to the ticket.

Starred fields are required. If you do not want to set an optional field during the patron import, you can omit the column.

cardnumber*	Library Card Barcode Number
usrname*	Same Number as cardnumber Field
passwd	For logging into OPAC
first_given_name*	Patron’s first name
second_given_name	Patron’s middle name
family_name*	Patron’s last name
home_library*	Library shortcode e.g. BRLIBA
profile*	Permission group name exactly as it appears in “register patron” e.g. Juvenile/YA 3 year
dob	YYYY-MM-DD
juvenile	T or F
guardian	Name of parent or guardian
ident_type	* These will vary from site to site. Make sure to check the Primary Identification Type field on your patron registration screen. The first entry is 1, the second 2, and so on to find out which value you actually want here. Select the number of the field you want. For example in a stock Evergreen, 1= Drivers License 2= SSN 3= Other
ident_value	ID number from ident_type
day_phone	Phone number e.g. 555-555-5555
evening_phone	Phone number e.g. 555-555-5555
expire_date	Date when patron privileges should expire in format YYYY-MM-DD
add1_post_code	5-digit zip code
add1_street1	Patron mailing address
add1_city	Patron city
add1_county	Patron county e.g. “Pierce”
add1_state	Patron state e.g. “WA”
add1_country	Patron country e.g. “United States”
statcat_name1	Statistical category name exactly how it appears in “register patron” e.g. School, Municipality
statcat_value1	Statistical category value exactly how it appears in “register patron” e.g. Jefferson Elementary, Lakewood Township