You can import "loan" data from external libraries, such as the National Library. These are the items a library might receive for an extended period of time and you want to include in your catalogue for issuing and returning, but that you wish to keep track so that you can return them to the external library.
This documentation assumes the National Library of New Zealand is the source of the data.
The facility allows you to import a simple file, such as a .csv file that contains a list of your loaned items. This .csv file should contain the title, bar code, date issued, date due as a minimum. Additional information such as the full title data is a bonus.
note: we are receiving the occasional report that the "csv" files received from the National Library of New Zealand sometimes are formatted differently and may contain more than just your current issues. We are seeking details on this, so please contact us when you receive your National Library data.
The process is reasonably simple:
Access the external loan listing from navigation->external_library.
The list is coloured similarly to the "copies" list because the items received are copies. However, anything listed here are not necessarily loaded into the catalogue.
note: that you will normally not delete items from this listing as this list serves a permanent record of external library transactions
Import your CSV file from National library. This contains basic information about the items, such as Title, loan date, due date, issuing library and bar code.
Select the import file when prompted and then the "Import Map" is displayed. This determines how the columns of data in the import file "map" to the fields in the external_library table.
You may need to move the field names on the right up or down to match the data on the left.
Note the double headed arrow between the "bar code" fields. You should turn this on, if it's not.
Click the line between the fields to change the indicator from an arrow (import), double-arrow (import with match) or line (for don't import). This tells Athenaeum to marry up bar codes, or create new entries.
When you have imported the supplied data satisfactorily, load items into the catalogue using the "Load into catalogue" function.
note: Load into catalogue will automatically ignore items that have matching bar codes and have been "returned"
If you have yet to define additional libraries, then you will be prompted at this point to stop and create one (you probably should do this, doing so will allow you to separately report items from different libraries.).
If you have only defined one library, then you are also prompted at this point to create an additional library - again, you should probably do this for the same reason.
If you have defined multiple libraries, you are prompted to choose which library the external items will be assigned to:
If any items were skipped (because the bar codes were already in the catalogue OR the date returned field is not empty), you are advised which bar codes were skipped.
Then, you are taken to the catalogue list and your found set is the set of items that were just added:
You can now edit the titles as you see fit.
After loading, you may wish to set:
the privilege when issuing to borrowers
subjects, other notes, etc.
check the subscription expiry date - which is set to the "due date" field from the import
the location of the item (set in the copy detail)
a replacement cost (set in the copy detail)
note: you can also jump to the Copies list and the found set of copies is also the imported items. Here you have easier access to location, replacement cost - you can use the Replace function to set them in one step.
Entries for external loans are removed from the catalogue with the various archive utilities.
Use the standard find feature to find the external loans you wish to remove from the catalogue.
You can either Archive the items individually or bulk archive a found set of items.
When archiving external loans, Athenaeum will see that there is a linkage to the External loans table and set the "return date" as the archive date, before sending the items to the archive.
This is a plain number and the numbering system is arbitrary for your installation. So if you have a Year 11 borrower type, for example, you might set the level to just 11. Then if you have items that are only to be borrowed by levels 11 or higher, then that title will have 11 entered against it. ↩↩↩↩↩↩↩↩↩↩
The borrower privilege does not define the item as “fiction”, “non-fiction”, etc. Rather it makes the statement: “when issuing this item, Athenaeum will count it as the specified type and compare it to the number of that type that the borrower is allowed” ↩
© 1996-2021 Athenaeum Library Software (Sumware Consulting) Contact Us