What Happens When There Is a Match?
If there is a match and a record has the same Management System ID, then the borrower in the Borrowers table is updated with the details from the Intake table. However, if the Management System IDs is empty but the Forename, Surname and Date of Birth matches, the same applies.
Should only the Forename and Surname match then the system will not update the existing record and will leave the record in the Intake table until they are manually matched. This also applies if the management system ID is different to the one on the existing record.
What Happens When There Is No Match?
The system places any unmatched records in the Intake table. If these are new students they will be need to be transferred. If they are existing records then they will need to be manually matched.
To manually match a record to an existing borrower:
Log into the library system, click 'Manage Library' or 'Librarian Only'.
Click 'Database' on the menu bar at the top of the screen then select 'Intake'.
Double-click on a record or select the record and click 'Edit' in the 'Records' menu on the right-hand side and the matching form will open.
In the 'Imported Details' area, you will see the borrower information of the record that has been imported.
The options under 'Import Method' are where you can match the borrower with an existing record. To match the associated record from the Borrowers table, click 'Existing Borrower'.
Locate the associated borrower in the grid. Some suggestions are automatically generated but if the record is not present use 'Quick Search' to locate them (we do recommend using the existing borrowers barcode as their identifier to make locating the borrower easier). Once the existing borrower record has been located, click on it in the grid and then click 'Save'.
The record will then be manually transferred to the Borrowers table and any details will be updated.
Repeat this process for all existing records.
Once all applicable records have been matched, only new students will be present in the Intake table and it is time to transfer your borrowers.