Fields Tags

The following section describes the field tags for ResCenter:

Patron Field Tags

Field Tag

Value

Description

IDNUMBER

Alphanumeric string

•     REQUIRED tag.

•     Identifies patron associated with this record.

•     If the PATRONLOOKUPTYPE value in the Header Section is set to ID, then the following is true:

o  ID length varies per institution and is set at installation. 

o  Patron is added if the ID does not already exist in the system and the ADDTOHMS option is not set to zero (0).

•     If the PATRONLOOKUPTYPE value in the Header Section is set to ALTID, the following is true:

o  Exactly one patron record must exist in the system for the given Alternate ID

o  If the system is unable to find any patron record by the alternate ID (or more than one patron is found), then the record fails.

•     Relates to:  CARDNUMBER

NEW_IDNUMBER

Alphanumeric string

•     Change patron’s ID to the ID number.

•     Up to 250 characters.

•     The NEW_IDNUMBER must match the institution’s defined ID length (same length as IDNUMBER).

ALT_IDNUMBER

Alphanumeric string

•     Alternate ID for the patron.

•     Up to 250 characters.

FIRSTNAME

Text

•     Patron’s first name.

•     Up to 40 characters.

•     Relates to: MIDDLENAME, LASTNAME, NICKNAME, PREFERREDNAME

MIDDLENAME

Text

•     Patron’s middle name.

•     Up to 40 characters.

•     Relates to: MIDDLENAME, LASTNAME, NICKNAME, PREFERREDNAME

LASTNAME

Text

•     Patron’s last name.

•     Up to 40 characters.

•     Relates to: MIDDLENAME, LASTNAME, NICKNAME, PREFERREDNAME

NICKNAME

Text

•     Patron’s nickname.

•     Up to 40 characters.

•     Relates to: FIRSTNAME, MIDDLENAME, LASTNAME, PREFERREDNAME

BIRTHDAY

Date string

•     Patron’s date of birth.

•     8 characters.

•     Format as: MMDDYYYY

SEX

M or F

•     Patron’s gender.

•     1 character.

•     May also use the abbreviation of each custom gender.

EMAIL

Text

•     Patron’s email address.

•     Up to 250 characters.

•     Relates to:  HOMEPAGE

HOMEPAGE

Text

•     URL for the patron’s homepage.

•     Up to 250 characters.

•     Relates to: EMAIL

PREFERREDNAME

Text

•     Patron’s preferred name.

•     Up to 40 characters.

•     Relates to: FIRSTNAME, MIDDLENAME, LASTNAME, NICKNAME

 

 

 

 

Patron Address Field Tags

Field Tag

Value

Description

ADDRID

Integer in range:

1 to 99999

•     Address Type’s ID for the address fields that follow.

•     Up to 5 characters.

•     May specify more than once to provide several addresses.

•     Address tags may appear in any order, but each set must start with ADDRID.

•     When ADDRACTION is set to:

o  “U”, blank address fields are NOT updated.

o  “R”, blank address fields are imported.

•     Relates to:  ADDRACTION, ADDRNAME, ADDRLN1, ADDRLN2, CITY, STATE, ZIP, COUNTRY, ADDRPHONE, ADDREXT, ADDRFAX, ADDRPUBLISHPHONE, ADDRPRIMARYPHONE

ADDRACTION

U

•     Indicates the action to take.

•     This tag must be preceded by an ADDRID tag.

•     1 character.

•     U represents UPDATE.

•     If nothing is specified, the action defaults to UPDATE.

•     Relates to:  ADDRID, ADDRNAME, ADDRLN1, ADDRLN2, CITY, STATE, ZIP, COUNTRY, ADDRPHONE, ADDREXT, ADDRFAX, ADDRPUBLISHPHONE, ADDRPRIMARYPHONE

ADDRNAME

Text

•     Address to: name.

•     Up to 40 characters.

•     This tag must be preceded by an ADDRID tag.

•     Relates to:  ADDRID, ADDRACTION, ADDRLN1, ADDRLN2, CITY, STATE, ZIP, COUNTRY, ADDRPHONE, ADDREXT, ADDRFAX, ADDRPUBLISHPHONE, ADDRPRIMARYPHONE

ADDRLN1

Text

•     First address line for the last specified

•     address ID.

•     Up to 40 characters.

•     This tag must be preceded by an ADDRID tag.

•     Relates to:  ADDRID, ADDRACTION, ADDRNAME, ADDRLN2, CITY, STATE, ZIP, COUNTRY, ADDRPHONE, ADDREXT, ADDRFAX, ADDRPUBLISHPHONE, ADDRPRIMARYPHONE

ADDRLN2

Text

•     Second address line for the last specified address ID.

•     Up to 40 characters.

•     This tag must be preceded by an ADDRID tag.

•     Relates to:  ADDRID, ADDRACTION, ADDRNAME, ADDRLN1, CITY, STATE, ZIP, COUNTRY, ADDRPHONE, ADDREXT, ADDRFAX, ADDRPUBLISHPHONE, ADDRPRIMARYPHONE

CITY

Text

•     City for the last specified address ID.

•     Up to 40 characters.

•     This tag must be preceded by an ADDRID tag.

•     Relates to:  ADDRID, ADDRACTION, ADDRNAME, ADDRLN1, ADDRLN2, STATE, ZIP, COUNTRY, ADDRPHONE, ADDREXT, ADDRFAX, ADDRPUBLISHPHONE, ADDRPRIMARYPHONE

STATE

Text

•     State or province for the last specified

•     address ID.

•     Up to 3 characters.

•     This tag must be preceded by an ADDRID tag.

•     Relates to:  ADDRID, ADDRACTION, ADDRNAME, ADDRLN1, ADDRLN2, CITY, ZIP, COUNTRY, ADDRPHONE, ADDREXT, ADDRFAX, ADDRPUBLISHPHONE, ADDRPRIMARYPHONE

ZIP

Text

•     ZIP or postal code for the last specified address ID.

•     Up to 10 characters.

•     This tag must be preceded by an ADDRID tag.

•     Relates to:  ADDRID, ADDRACTION, ADDRNAME, ADDRLN1, ADDRLN2, CITY, STATE, COUNTRY, ADDRPHONE, ADDREXT, ADDRFAX, ADDRPUBLISHPHONE, ADDRPRIMARYPHONE

COUNTRY

Text

•     Country for the last specified address ID.

•     Up to 20 characters.

•     This tag must be preceded by an ADDRID tag.

•     Relates to:  ADDRID, ADDRACTION, ADDRNAME, ADDRLN1, ADDRLN2, CITY, STATE, ZIP, ADDRPHONE, ADDREXT, ADDRFAX, ADDRPUBLISHPHONE, ADDRPRIMARYPHONE

ADDRPHONE

Text

•     Phone number for the last specified

•     address ID.

•     Up to 14 characters.

•     This tag must be preceded by an ADDRID tag.

•     Format as: n-nnn-nnn-nnnn.

•     Relates to:  ADDRID, ADDRACTION, ADDRNAME, ADDRLN1, ADDRLN2, CITY, STATE, ZIP, COUNTRY, ADDREXT, ADDRFAX, ADDRPUBLISHPHONE, ADDRPRIMARYPHONE

ADDREXT

Text

•     Phone extension for the last specified

•     address ID.

•     Up to 4 characters.

•     This tag must be preceded by an ADDRID tag.

•     Relates to:  ADDRID, ADDRACTION, ADDRNAME, ADDRLN1, ADDRLN2, CITY, STATE, ZIP, COUNTRY, ADDRPHONE, ADDRFAX, ADDRPUBLISHPHONE, ADDRPRIMARYPHONE

ADDRFAX

Text

•     Fax number associated with the last specified address ID. 

•     Up to 14 characters.

•     This tag must be preceded by an ADDRID tag.

•     Format as: n-nnn-nnn-nnnn.

•     Relates to:  ADDRID, ADDRACTION, ADDRNAME, ADDRLN1, ADDRLN2, CITY, STATE, ZIP, COUNTRY, ADDRPHONE, ADDREXT, ADDRPUBLISHPHONE, ADDRPRIMARYPHONE

ADDRPUBLISHPHONE

Y or N

•     Indicates if the last specified address ID may be published.

•     Up to 1 character.

•     This tag must be preceded by an ADDRID tag.

•     Relates to:  ADDRID, ADDRACTION, ADDRNAME, ADDRLN1, ADDRLN2, CITY, STATE, ZIP, COUNTRY, ADDRPHONE, ADDREXT, ADDRFAX,  ADDRPRIMARYPHONE

ADDRPRIMARYPHONE

Y or N

•     Indicates whether the phone number and extension in this address are used for the Occupancy Address phone number and extension.

•     Up to 1 character.

•     This tag must be preceded by an ADDRID tag.

•     Relates to:  ADDRID, ADDRACTION, ADDRNAME, ADDRLN1, ADDRLN2, CITY, STATE, ZIP, COUNTRY, ADDRPHONE, ADDREXT, ADDRFAX,  ADDRPUBLISHPHONE

 

Patron Custom Attribute Tags

Field Tag

Value

Description

CUSTATTR

Integer in range:

1 to 99999

•     REQUIRED if importing patron attributes.

•     ID for the following patron attribute that will be assigned a value.

•     Attribute IDs may be shared between HMS and PCS, but values are specified and stored separately for each system.

•     Up to 4 characters.

•     This tag may be specified more than once to assign multiple attribute values to a patron.

•     Attribute tags may appear in any order, but each set must start with CUSTATTR.

•     Relates to: DELCUSTATTR, ATTRSTART, ATTREND, ATTRVALUE

ATTRSTART

Date

•     REQUIRED when importing HMS patron attributes. If the ATTRSTART tag is omitted, it is assumed that the CUSTATTR is for PCS.

•     Start date of the attribute identified by the previous CUSTATTR tag.

•     Up to 8 characters.

•     Must be preceded by the CUSTATTR tag or the DELCUSTATTR tag.

•     Format as MMDDYYYY.

•     Relates to: CUSTATTR, DELCUSTATTR, ATTREND, ATTRVALUE

ATTREND

Date

•     End date of the attribute identified by the previous CUSTATTR tag.

•     Must be preceded by the CUSTATTR tag or the DELCUSTATTR tag.

•     When ATTREND is omitted or blank, the preference applies indefinitely.

•     Up to 8 characters.

•     Format as MMDDYYYY.

•     Relates to: CUSTATTR, DELCUSTATTR, ATTRSTART, ATTRVALUE

ATTRVALUE

Text

Integer

Floating Point Value

Date String

Time String

Date-Time String

Yes or No

•     REQUIRED if importing patron attributes.

•     Value of the attribute identified by the previous CUSTATTR tag.

•     Must be preceded by a CUSTATTR tag.

•     Relates to: CUSTATTR, DELCUSTATTR, ATTRSTART

•     Text: Up to 500 characters.

•     Integer: Up to 6 characters.

•     Floating Point Value: Up to 11 characters.

•     Date String: Format as YYYY-MM-DD.

•     Time String: Format as hh:mm.

•     Date-Time String: Format as: YYYY-MM-DD hh:mm.

•     Yes or No: Format as YES or NO.