The procedure for importing patron can be automated with the help of an sql script. Follow these steps to create an import script:
BEGIN; -- Remove any old staging table. DROP TABLE IF EXISTS students; -- Create staging table. CREATE TABLE students ( student_id text, barcode text, last_name text, first_name text, email text, address_type text, street1 text, street2 text, city text, province text, country text, postal_code text, phone text, profile int, ident_type int, home_ou int, claims_returned_count int DEFAULT 0, usrname text, net_access_level int DEFAULT 2, password text, already_exists boolean DEFAULT FALSE ); --Copy records from your import text file COPY students (student_id, last_name, first_name, email, address_type, street1, street2, city, province, country, postal_code, phone, password) FROM '/home/opensrf/patrons.csv' WITH CSV HEADER; --Determine which records are new, and which are merely updates of existing patrons --You may with to also add a check on the home_ou column here, so that you don't --accidentally overwrite the data of another library in your consortium. --You may also use a different matchpoint than actor.usr.ident_value. UPDATE students SET already_exists = TRUE FROM actor.usr WHERE students.student_id = actor.usr.ident_value; --Update the names of existing patrons, in case they have changed their name UPDATE actor.usr SET first_given_name = students.first_name, family_name=students.last_name FROM students WHERE actor.usr.ident_value=students.student_id AND (first_given_name != students.first_name OR family_name != students.last_name) AND students.already_exists; --Update email addresses of existing patrons --You may wish to update other fields as well, while preserving others --actor.usr.passwd is an example of a field you may not wish to update, --since patrons may have set the password to something other than the --default. UPDATE actor.usr SET email=students.email FROM students WHERE actor.usr.ident_value=students.student_id AND students.email != '' AND actor.usr.email != students.email AND students.already_exists; --Insert records from the staging table into the actor.usr table. INSERT INTO actor.usr ( profile, usrname, email, passwd, ident_type, ident_value, first_given_name, family_name, day_phone, home_ou, claims_returned_count, net_access_level) SELECT profile, students.usrname, email, password, ident_type, student_id, first_name, last_name, phone, home_ou, claims_returned_count, net_access_level FROM students WHERE NOT already_exists; --Insert records from the staging table into the actor.card table. INSERT INTO actor.card (usr, barcode) SELECT actor.usr.id, students.barcode FROM students INNER JOIN actor.usr ON students.usrname = actor.usr.usrname WHERE NOT students.already_exists; --Update actor.usr.card field with actor.card.id to associate active card with the user: UPDATE actor.usr SET card = actor.card.id FROM actor.card WHERE actor.card.usr = actor.usr.id; --INSERT records INTO actor.usr_address from staging table. INSERT INTO actor.usr_address (usr, street1, street2, city, state, country, post_code) SELECT actor.usr.id, students.street1, students.street2, students.city, students.province, students.country, students.postal_code FROM students INNER JOIN actor.usr ON students.usrname = actor.usr.usrname WHERE NOT students.already_exists; --Update actor.usr mailing address with id from actor.usr_address table.: UPDATE actor.usr SET mailing_address = actor.usr_address.id, billing_address = actor.usr_address.id FROM actor.usr_address WHERE actor.usr.id = actor.usr_address.usr; COMMIT;
Placing the sql statements between BEGIN; and COMMIT; creates a transaction block so that if any sql statements fail, the entire process is canceled and the database is rolled back to its original state. Lines beginning with — are comments to let you you what each sql statement is doing and are not processed.