III Customer Account Data - Import FYI about making changes

From Fred 6/28/13

On 06/30/13 , at 4:00 pm, we will send account information for all existing borrower accounts to UMS to be scrubbed.  Thus, any changes that you make to name, address, telephone or alt ID fields on existing borrower accounts after the close of business on 06/29/13 will not carry over to the Symphony system.  This will ONLY AFFECT the fields indicated above, and will not prevent you from continuing to provide service (check out, check in, fine/fee payment, etc.) to customers.   You may continue to create new library cards, change/update email addresses and add notes to borrower records up until the III system goes down at the end of the day on 07/02/13.  If a change to any of the affected fields mentioned above is required during the period between 06/29/13 and 07/10/13, you may note the changes needed to the account on the account edit screen, print the account information and notes regarding the needed change, and put those into a folder for entry after we go live in the Symphony system.  Data for new library cards created between 06/30/13 at 4:00 pm and close of business on 07/02/13 will be sent in a separate file after the III system goes down.

If you have any questions or concerns, contact the Circulation Administration department at 832-393-2222 (choose option 3), or email us at circinfo@hpl.lib.tx.us.  We will be delighted to assist you.

Pedro