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QAS Setup

Learn how to check a Borrower address for an individual borrower using the QAS Pro address verification software to instantly verify and search addresses against the latest Australia Post’s Postal Address File (PAF).

QAS Pro address verification software is designed to instantly verify & search addresses against the latest Australia Post’s Postal Address File (PAF). This guide shows how to check a Borrower address for an individual borrower.

Amlib’s interface has been written to take advantage of the QAS format.

Config File Key

Amlib Field Name

Contents

AUSAddressLine1

Line1

Street No. and Street

e.g. 2/298 Selby St N

AUSAddressLine2

Line2

Blank

AUSAddressLine3

Line3

Blank

AUSAddressLine4

Line4

Suburb, State and Postal Code

e.g. OSBORNE PARK WA 6018

AUSAddressLine5

DPBarcode

Australia Post DPBarcode

Derived…

State

State extracted from Line4

 

Suburb

Suburb extracted form Line4

 

Postal Code

Postal Code extracted from Line4

Customising the QAS format

It is possible to customize the QAS format by editing the configuration file. As with any such work care should be taken ensure that the attempted customization can be rolled back.

You should also consider that as subsequent versions of QAS are released it will be necessary to test and perhaps modify the customization before each new release in used in the production environment.

  • Make a backup copy of the QAWSERVE.INI file before you change anything
  • Test the changes on a single machine connected to a test database before rolling out the changes in the production system
  • Edit the configuration file with a plain text editor such as Notepad. Do not use MS Word!
  • It is suggested that you do not change AUSAddressLine4, since Amlib extracts it’s derived fields from that lin. Any changes will break that functionality.
  • NOTE: Exercise extreme care is the QAS installation is used by more than one application. Changes made may break or invalidate the interfacing of another system.

Step One:

Copy the [Barcode] section and paste it into the configuration file above the existing [Barcode] section.

Change the section name to [AmlibBarcode]

Note: You can call the customized section anything you like but don’t include spaces or exceed 32 characters so that you can carry out Step Two.

Step Two:

Change the Amlib Installation parameter QAS Layout to AmlibBarcode. Amlib will now use the customized layout.

Step Three:

Test the QAS interface to ensure that it still works as expected.

Step Four:

Customise the data included in the QAS fields

For example, we will change AUSAddressLine3 so that it contains the Suburb and State.

  • In the default [Barcode] section it looks like AUSAddressLine3=W70
  • Edit the line in the [AmlibBarcode] section to AUSAddressLine3=W70,L21,L11
  • Save the file

Notice that L21 is the code for the Suburb field and L11 is the code for the State field. The document dg_aus.pdf, which is supplied with QAS contains a table which documents the code and field relationship.

Step Five:

  1. Go to Main Supervisor > Installation
  2. Set the Default parameters
  3. Click on Borrower button to view the Borrower Installation parameters
  4. Update the Field mapping in the Amlib Installation parameters
  5. Use the Installation/Advanced copy to copy to other locations if required

Borrower Installation Parameter example

FIELD

EXPLANATION

EXAMPLE

A borrower is re-register by (D)ate, (M)onths, (N)o re-register

When a borrower is created, an expiry date is given (unless an N is entered). This expiry date is either based on today’s date plus a number of months, or an exact date. Enter a M to use the monthly method or a D to use the defined date method (If D is used, there must be a date entered in the third parameter before the table is saved)

M

A borrower’s registration will expire every ### months

36 (number only entered if option above is set to be M not D)

A borrower’s registration will expire on the following date

01/12/00 (date only entered if option above is set to be D not M)

Address 1 Area Mapping

For use with QAS (Quick Address Software) – depending on which Addresses are to mapped to the Amlib Borrower Address

 

Address 1 DP Barcode Mapping

For use with QAS, to bring in the Post Office Barcode

DP Barcode (Default)

Address 1 Line 1

Mapping

For use with QAS

Line 1

Address 1 Line 2 Mapping

For use with QAS

Suburb

Alternatively Line 4 to get Suburb on same line e.g. Osborne Park, WA, 6017.

Address 1 Line 3

Mapping

For use with QAS

State

Address 1 Line 4 Mapping

For use with QAS

 

Address 1 Postcode

Mapping

For use with QAS

Postcode

Address 1 Suburb

Mapping

For use with QAS

 

Address 1 Ward Mapping

For use with QAS

 

Address 2 Mapping

same as

For use with QAS

3

Address 3 DP Barcode Mapping

For use with QAS, to bring in the Post Office Barcode

DP Barcode

Address 3 Line 1 Mapping

For use with QAS

Leave Line alone since it normally contains a Guardian Name

Address 3 Line 2 Mapping

For use with QAS

Line1

Address 3 Line 3

Mapping

For use with QAS

Suburb

Address 3 Line 4

Mapping

For use with QAS

State

Address 3 Postcode

Mapping

For use with QAS

Postal Code

Address Check

Provider

For use with QAS

QASDialog

Borrower images to be kept in files e.g. .gif,

.jpg

Images may be kept on the database or in Files. The directory is defined in Supervisor, Location, Picture Directory and in a subdirectory, determined by the first 3 letters of the surname. The filename itself is the unique Amlib number for the Borrower plus an extension (e.g. jpg, gif). The default image type is .jpg

.jpg

Default Borrower Type

Values entered in this column will automatically be entered into the relevant field/s when a new borrower is created. If left blank, the Borrower Type can often be entered automatically based on Date of Birth and settings in the Borrower Type parameter. If Default is entered that calculation will not be made

A

Default Borrower Class

R12

Default Borrower Group

R

Default Borrower Status

OK

Delete a borrower memo when it is ### days old

When creating a borrower’s memo you may supply an expiry date. Otherwise the system will calculate the expiry as being the current date plus the number of days entered in this field. A report can be run to delete expired memos from the system.

365

Description of Borrower Address1

Labels for these field/s may be entered here, which will display as headings for the relevant field/s in the Borrower Details window.

Residential

Description of Borrower Address2

Alternative

Description of Borrower Address3

Guardian

Description of

Borrower Reference1

Internet Approval given

Description of Borrower Reference2

ID viewed

For New Borrower display Create Address Window (Y/N)

If this parameter is set to N, a Popup window of common addresses (those specified in the address window as being a Pop Up type). You may then select an address from this list to use for the new borrower. This facility is designed to allow users to give all borrowers the same address without going through the linking process. See Popup Address.

If set to Y, the new address window screen will automatically display the Create a new address window, for a new address to be entered.

Y/N

Lock Corporate Borrower Data from being modified

Specifically relates to Libraries using the Corporate Data function for Borrower Online importing. Sites using this function should have it set to Y.

Y/N

QAS Caption

For use with QAS

Address Check

QAS Country

For use with QAS

AUS

QAS Hide Licencing Dialog

For use with QAS

N

If set to Y a dialog shows current Licence dates

QAS ini Path

For use with QAS

 

QAS Layout

For use with QAS

Barcode

QAS No Help

For use with QAS

Y

QAS No Pro Bitmap

For use with QAS

Y

QAS Read Only

For use with QAS

Y

Show Memos in Borrower automatically

If set to Y Borrower memos appear upon accessing a borrower record. If set to N Borrower memos stay hidden until accessed through Borrower Memos. Can only be used in Amlib.net

Y/N

     

Here is the customized configuration with the changed definition highlighted

[AmlibBarcode]

AUSComment=Australia barcode-enabled

AUSLastEdited=Friday, 17 August 2007

AUSConfigured=200

AUSAddressLineCount=5

AUSDataplusLines=1

AUSAddressLine1=W70

AUSAddressLine2=W70

AUSAddressLine3=W70,L21,L11

AUSAddressLine4=W70,L21,L11,C11

AUSAddressLine5=W70,AUSBAR.

AUSCDFVersion=1

AUSCDFVariation=1

AUSCapitaliseItem=P42 P11 L21 L11 X11

AUSAbbreviateItem=P41 P31 S11

AUSExcludeItem=

AUSSeparateElements=Yes

AUSElementSeparator={ } P11{ ^ } P42{ ^/}

AUSTerminateLines=No

AUSLineTerminator={,}

AUSFlattenDiacritics=No

AUSElementExtras=

AUSPaddingCharacter=

AUSReadOnlyAddress=No

AUSAllowPartialAddress=Yes

AUSInvalidateAncillary=Yes

 

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