Tip: Streamline your student data management with Intake. Find out more here.
It's essential to check that all records in the Intake table are new borrowers before transferring them. If a CSV file has been imported to update existing borrowers then they will not show in Intake after importing a CSV, the changes are immediate. If borrowers in the Intake table are already in the library system and are transferred, duplicate borrowers will be created.
If there are borrowers in the Intake table that are already in the Borrowers table, they need to be manually matched before new borrowers are transferred.
Open the 'Intake' table from the 'Database' menu at the top of Management.
From here, you will be able to see whether this table is empty or contains your new pupils. The record count at the top right corner of the screen also shows whether there are any records present.
If you have borrower data within the Intake table, please check if matching has taken place.
If you are expecting borrower data to be present in the Intake table but there is none, this could be one of a few reasons.
Click the 'Transfer' icon on the right-hand side from under the 'Records' menu.
To make the barcode allocation process easier, the system has two options to choose from: Automatic or Management ID.
Automatic
Selecting this option means that the system will automatically generate barcode numbers for each record when transferring them to the Borrowers table. It is possible to specify the automatic barcode settings for borrowers that are used when transferring from Intake.
Management ID
The Management ID is a unique number assigned to each pupil in the school management system. When choosing Management ID, the application will set the borrower barcode to this number when they are transferred.
How to Check if You Used Automatic or Management ID Previously
Log into your library site.
Click 'Manage Library' or 'Librarian Only'.
Click 'Borrowers' on the left-hand menu.
Click a borrower and click 'Edit' on the right-hand menu.
Click 'Advanced' tab, check whether the 'Management ID' is the same as the 'Barcode' number.
If the 'Management ID' matches the 'Barcode' number it appears that the 'Management ID' transfer option has been used previously. In the event that they do not, it is likely that 'Automatic' has been chosen.
If you are having any issues during this process, click here.