Insignia Library system

Import Patrons

Staff can import data from different sources. Using the Insignia Library System, staff can create templates to import data from any student information system. To create a template you need to know how the data was exported from the student information system. Staff may also choose to import pictures for patrons. To import Patron information, follow these steps:

1. 
   Click on “Administration” on the Navigator Toolbar.
   
2. 
   Click on “Import” on the Navigator Toolbar.
   
3. 
   Select the “Patron” tab.
   

4. 
   Select the file you wish to import from.
   
5. 
   Select a format for importing the data by clicking the down scroll button beside the format search box. You may create or modify a custom import format by clicking on the “…” button.
   

6. 
   Click on “Import”.
   
7. 
   If you want to import pictures, select the file and click on “Import Pictures”.
   
8. 
   By default the program will match the pictures by their Barcode Number. We have now also added the ability to have it also match by Patron ID or Student ID
   
9. 
   If the data is inconsistent with what the system is expecting, warnings such as “The fields ended before expected, do you wish to continue?” will appear. A message such as this implies that the imported file is not in the format expected and may require specifying a different “Format” or creating a custom format to properly handle the import.