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Patron data files

Patron data can be migrated from your library's existing patron records to Tipasa and WorldShare Management Services. The tools and resources in this section provide guidance for migrating your patron data.
  • Matching rules for patron data
    This documentation explains which fields in a patron data file are matched against existing patron accounts in WorldShare Circulation or Tipasa when ongoing or patron delete files are provided.
  • Tab-delimited patron data bulk delete
    This documentation provides the requirements for creating a tab-delimited bulk delete file, including how to format and submit the file.
  • Tab-delimited patron data loading
    This documentation explains the requirements for tab-delimited patron data files, the rules and requirements for sending patron data in tab-delimited format and provides a template for your patron data file.
  • XML patron data bulk delete
    This documentation provides the requirements for creating an XML bulk delete file, including how to format and submit the file.
  • XML patron data loading
    This documentation provides the requirements for XML patron data files, including detailed information about the XSD format used by OCLC to load patron data.
  • Upload ongoing patron data files using passwordless SFTP
    Discover how to send and retrieve files using public/private key pair authentication for passwordless SFTP with Linux.
  • Authentication methods and patron data load
    Learn about the requirements and patron load process for your authentication method.

 

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