When adding resources or borrowers into your library website, especially if more than one librarian has been involved, there may be differences in the way in which some words have been entered into each field. Rather than finding and editing each individual record, you can use Data Tidy to apply the settings of your choice to both previously entered records and any that are entered in the future.
To begin, log into the library system then load Management and ensure that the appropriate table is on screen. For example, if changes are being made to resources, the 'Resources' table must be opened.
Once the appropriate table has been opened, select 'Tools' from the menu bar and then select 'Data Tidy...'.
Use the 'Field' box to select the field to be tidied, then tick the Data Tidy options required. Repeat this for each field to be tidied.
If there is a tick in the 'Do not tidy' box then you will need to untick this for the field to be tidied. If you do not want to tidy a field, tick the 'Do not tidy' box. Click 'OK' when finished.
Data Tidy is also the way to apply your Data Cleanse Replacements and Removals.
When any future records are added to the database, they will have the Data Tidy settings applied to them when the 'Save' option is clicked.
Click 'Schedule' to view the Data Tidy scheduled task settings and next run options.