Log for Patron Record Changes Version 21 rep_ver #017818 Yoel Kortick

Agenda Introduction Configuration Example Unlike our competitors, we did not release a new revolutionized system every few years but rather took the evolutionary approach

Introduction Purpose of Enhancement A new log records changes made to the patron record, the name of the user who implemented the change, and the time and date the change was made. Unlike our competitors, we did not release a new revolutionized system every few years but rather took the evolutionary approach

Introduction Description (part 1 of 2): The log is created when one of the following is added, updated, or deleted in the patron record : global patron record local patron information address information patron IDs Unlike our competitors, we did not release a new revolutionized system every few years but rather took the evolutionary approach

Introduction Description (part 2 of 2): The following new components have been added: A new ORACLE table, Z307 of usr_library, for recording changes made on patronʹs related entities. A new configuration table, tab_patron_log.lng, which defines the actions that trigger patron log creation (Z307). A new batch service, cir-27, which produces a report of changes made for patron records. Unlike our competitors, we did not release a new revolutionized system every few years but rather took the evolutionary approach

Agenda Introduction Configuration Example Unlike our competitors, we did not release a new revolutionized system every few years but rather took the evolutionary approach

Configuration Make sure Z307 Oracle table exists in the $usr_library: usr00@ALEPH211> desc z307 Name Null? Type ----------------------------------------- -------- ---------------------------- Z307_REC_KEY NOT NULL CHAR(27) Z307_USER_LIBRARY CHAR(5) Z307_ACTIVE_LIBRARY CHAR(5) Z307_TYPE CHAR(3) Z307_TEXT VARCHAR2(300) Z307_CATALOGER_NAME CHAR(10) Z307_CATALOGER_IP VARCHAR2(20) Z307_CATALOGER_IP_V6 VARCHAR2(50) Z307_DATE_TIME_X CHAR(14) Z307_UPD_TIME_STAMP CHAR(15) usr00@ALEPH211> Unlike our competitors, we did not release a new revolutionized system every few years but rather took the evolutionary approach

Configuration Define the actions that trigger log creation by configuring ./<usr_library>/tab/ tab_patron_log.lng. !1 2 3 !!!-!-!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!-> 001 Y Update of global patron record-Details 002 Y Update of global patron record-Blocks 003 Y Update of local patron record-Details 004 Y Update of local patron record-Blocks 005 Y Update of local patron record-Privileges 006 Y Update of patron addresses 007 Y Update of patron IDs 010 Y Delete of global patron record 011 Y Delete of local patron record 012 Y Delete of patron address record 013 Y Delete of patron ID 020 Y New global patron record created 021 Y New local patron record created 022 Y New patron address record created 023 Y New patron ID created See table header for more details Unlike our competitors, we did not release a new revolutionized system every few years but rather took the evolutionary approach

Configuration If localization is required, add the following lines to ./alephe/pc_b_lng/ menu-circ.xml (under the Patron Records sub menu): <item> <display> Patron Record Log Changes Report (cir-27) </display> <file>p-cir-27</file> </item> Unlike our competitors, we did not release a new revolutionized system every few years but rather took the evolutionary approach

Agenda Introduction Configuration Example Unlike our competitors, we did not release a new revolutionized system every few years but rather took the evolutionary approach

Example Here we have changed the name of global patron record 00000012 Added middle name “Samuel” Unlike our competitors, we did not release a new revolutionized system every few years but rather took the evolutionary approach

Example Here we have changed the local patron status for record in LAW sub library Unlike our competitors, we did not release a new revolutionized system every few years but rather took the evolutionary approach Changed to

Example Here we have changed the email address Unlike our competitors, we did not release a new revolutionized system every few years but rather took the evolutionary approach

Example Here we have added a new ID Unlike our competitors, we did not release a new revolutionized system every few years but rather took the evolutionary approach

Example We can see the records in the Oracle table usr00@ALEPH211> select Z307_REC_KEY,Z307_TYPE,Z307_TEXT from Z307; **** Hit return to continue **** 00000012 201201030000887 001 Update of global patron record-Details 00000012 201201030000890 003 Update of local patron record-Details 00000012 201201030000891 006 Update of patron addresses 00000012 201201030000893 023 New patron ID created 4 rows selected. usr00@ALEPH211> Unlike our competitors, we did not release a new revolutionized system every few years but rather took the evolutionary approach

Example Now we run “Patron Record Log Changes Report (cir-27)” Here we are retrieving all changes for all patrons made on Jan. 03, 2012 Unlike our competitors, we did not release a new revolutionized system every few years but rather took the evolutionary approach

Example The job is running Unlike our competitors, we did not release a new revolutionized system every few years but rather took the evolutionary approach

Example The changes appear in the report Unlike our competitors, we did not release a new revolutionized system every few years but rather took the evolutionary approach

Yoel.Kortick@exlibrisgroup.com