pergamonmu:readers:deferredupdates
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pergamonmu:readers:deferredupdates [2017/09/05 07:44] admin |
pergamonmu:readers:deferredupdates [2017/09/19 12:50] (current) admin |
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| //This facility is available only v1.0.96 onwards.// | //This facility is available only v1.0.96 onwards.// | ||
| - | {{:pergamonmu:readers:deferred_update_window.jpg?direct&200 |}}The Bulk Reader update system allows the creation of '**Deferred Update**' packages in order to make major, bulk changes all at the same time. In many ways, this system is a manual version of the facilities provided by the SIMS Importer. The Deferred Update system is not suitable for minor updates to individual readers, or to accomplish updates where it is likely that different changes need to be made to a wide range of individuals - it is designed principally for the modification of large numbers of readers with the same underlying alteration (e.g. a tutor group change). | + | {{:pergamonmu:readers:deferred_update_window.jpg?direct&200 |}}The Bulk Reader update system allows the creation of '**Deferred Update**' packages in order to make major, bulk changes all at the same time. In many ways, this system is a manual version of the facilities provided by the [[pergamonmu:plugins:sims_importer|SIMS Importer]]. The Deferred Update system is not suitable for minor updates to individual readers, or to accomplish updates where it is likely that different changes need to be made to a wide range of individuals - it is designed principally for the modification of large numbers of readers with the same underlying alteration (e.g. a tutor group change). |
| In order to access the manual [**Deferred Updates**] system, login in as a managerial user and start the [**Readers**] manager. If you have permission, then select the [**Deferred Updates**] icon in the toolbar. | In order to access the manual [**Deferred Updates**] system, login in as a managerial user and start the [**Readers**] manager. If you have permission, then select the [**Deferred Updates**] icon in the toolbar. | ||
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| ===== Searching for Readers ===== | ===== Searching for Readers ===== | ||
| - | {{:pergamonmu:readers:deferred_update_search.jpg?direct&200 |}}Next, you need to identify the readers that you wish to modify. In order to make the system familiar, the search system is identical to that in the main [[pergamonmu:general:search|search facility]]. Enter as many search criteria as you need, then click search to display the readers identified by the search. The aim of the search is to identify **only** the readers that you want to be altered by this deferred update package. | + | {{:pergamonmu:readers:deferred_update_search.jpg?direct&200 |}}Next, you need to identify the readers that you wish to modify. In order to make the system familiar, the search system is identical to that in the main [[pergamonmu:general:search|search facility]]. Enter as many search criteria as you need, then click [**Search**] to display the readers identified by the criteria. The aim of the search is to identify **only** the readers that you want to be altered by this deferred update package. |
| - | For a tutor group update for example, the search criteria is easy: simply select the **current** tutor group from the drop down list in the tutor group criteria row. If you selection is accompanied by a number that you do not recognised, simply ignore it: this is a unique internal identification number used by the search system and for support purposes (if required). | + | For a tutor group update for example, the search criteria is easy: simply select the **current** tutor group from the drop down list in the tutor group criteria row. If the selection is displayed with a number that you do not recognise, simply ignore it: this is a unique internal identification number used by the search system and for support purposes (if required). |
| - | **NOTE:** Trying to perform updates of this nature using **criteria** is extremely dangerous - update group 1 to 2, group 2 to 3, and group 3 to 4 for example, results in everyone in group 4 (think about it...) unless you are very clear about the criteria and order in which you perform updates. As a result, we have deliberately implemented a system where only the **specific reader** identified at this stage is used as the target of the modification. The change therefore becomes very targeted, and removes the chances of making an error when configuring a deferred update package. In other words, **if the reader is not in the results list, it will not be affected by the changes**. | + | **Why do we search for and identify the individual readers, instead of just using a group name?** |
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| + | Trying to perform updates of this nature just using wild-card **criteria** (e.g. the group name) can be extremely dangerous - update group 1 to 2, group 2 to 3, and group 3 to 4 for example, results in everyone in group 4 (think about it...) unless you are very clear about the criteria and order in which you perform updates. As a result, we have deliberately implemented a system where only the **specific reader** identified at this stage is used as the target of the modification. The change therefore becomes very targeted, and removes the chances of making an error when configuring a deferred update package. In other words, **if the reader is not in the results list, it will not be affected by the changes**. | ||
| ===== Attaching Changes ===== | ===== Attaching Changes ===== | ||
| {{:pergamonmu:readers:deferred_update_change1.jpg?direct&200 |}} Once a set of readers are identified, changes can be attached to the package. Click on the left-hand side of the **Changes** list to display the context-sensitive menu, containing the list of changes that can be made to the readers (in this version of the software). Select what type of change is required and a new row is added to the list. | {{:pergamonmu:readers:deferred_update_change1.jpg?direct&200 |}} Once a set of readers are identified, changes can be attached to the package. Click on the left-hand side of the **Changes** list to display the context-sensitive menu, containing the list of changes that can be made to the readers (in this version of the software). Select what type of change is required and a new row is added to the list. | ||
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| + | **Note:** Not all areas can be changed by this method - you only have access to fields that are logical to receive bulk changes - tutor groups are available for example, but the reader Date of Birth is not as it is unlikely that a large number of readers would have the same date. | ||
| If you need to remove a row added erroneously, click the row and select the [**Remove Row**] option in the meu. | If you need to remove a row added erroneously, click the row and select the [**Remove Row**] option in the meu. | ||
| - | {{:pergamonmu:readers:deferred_update_change2.jpg?direct&200 |}}In order to set a new value, click the **right-hand** column of the selected row - phrases and dates will display and edit box, while known values (such as tutor groups, gender, circulations profiles etc.) will provide the available values in a drop-down list. | + | {{:pergamonmu:readers:deferred_update_change2.jpg?direct&200 |}}In order to set a new value, click the **right-hand** column of the selected row - phrases and date fields will display an edit box for you to enter a value manually, while known values (such as tutor groups, gender, circulations profiles etc.) will provide the available values in a drop-down list. |
| More than one change can be made to the selected readers if required. In order to add another change, click the left-hand column again in order to select a new change from the context-sensitive menu. | More than one change can be made to the selected readers if required. In order to add another change, click the left-hand column again in order to select a new change from the context-sensitive menu. | ||
pergamonmu/readers/deferredupdates.1504597470.txt.gz · Last modified: 2017/09/05 07:44 by admin
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