The Add Patrons to Term task is used to make patrons active in a Term.
Add Patrons to Term Considerations
•For more information about Terms, refer to the Terms Overview section.
Add Patrons to Term Settings
The Add Patrons to Term task contains the following settings:
1. Patron Selection: Select one of the following options to provide a list of patrons for the Add Patrons to Term task process:
•Remote File Path: Enter the full directory path and file name (including extension) in the available field. For example:
c:/folder1/Patrons.txt
The imported file can be an ID List or a simple text file with only one record per line. The file must be stored on the Odyssey HMS/ResCenter server. It is not possible to import the file from a local workstation.
Notes: If a file path is defined for a scheduled task, the path is referenced each time the task runs. If the file’s data is updated (either manually edited or overwritten), the updated data will be used the next time the task is processed.
When creating or editing a task, ResCenter only verifies that the Remote File Path field is populated—not that the file exists—allowing a user to schedule a future task with a file that will be added later. If the file does not exist when the task runs, an error will be recorded in the Task History, and a failure email will be sent (if the task is configured with an email address).
•Advanced Find: Click the Advanced Find button to use the Patron Advanced Find function to search for and select patrons to process with this task.
Note: When configuring an Advanced Find filter, the Max items to return field is set to 1,000, by default. CBORD recommends users increase this value if there’s a possibility that more than 1,000 patrons could be returned for this task.
2. Term: Select the Term to which the list of patrons should be added.