Skip to content
  • There are no suggestions because the search field is empty.

Borrower Import Overview

This is a one stop shop for everything you need to know about importing borrowers. Borrower import is one of the most important features of the library system because a library is nothing without borrowers.

 

Removing Leavers

Before importing new borrowers, it is essential to remove any leavers. This will ensure you do not create duplicate or messy groups. 

 

Intake/Connect

We offer automated solutions that synchronise a list of current on roll borrowers and keep them up to date. If a borrower changes their name or group, within 24 hours the library system is instantly updated with this new information. This also accounts for leavers, those borrowers who leave the school and are removed from the management system are automatically purged to the recycled records section.

If they are present, it is also possible to import staff and borrower guardians into the library system automatically. 

If you do not already have an automated solution and would like to know more, you can get more information here. 

Tip: Streamline your student data management with Wonde Intake. Find out more here.

CSV

A quick way to add/update a borrower’s data is by exporting a CSV file from your MIS and importing it into the application. It is likely that at your organisation, there is a separate management information system (SIMS, CMIS, Bromcom etc.) maintaining a list of people (employees, students, visitors etc.), if it is possible to export to a CSV file from this management system, then it is likely that this data can be imported into the library system.

 

Manual

The original method for adding borrowers (which is still used in some libraries) is to manually maintain tutor groups and borrowers. This is catered for and is often used in small libraries where there is no management information system or where it is not possible to import data. This method of adding borrowers is also useful when a new student joins mid way through the school year. 

 

Post Import Tasks

Once you have added your borrowers to your intake table via either CSV or the automated systems, you need to assign them their barcodes and transfer them to the borrowers table.