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circ:accounts:studentcards [2020/02/11 16:04] – [School District Setup Responsibilities] tmccannacirc:accounts:studentcards [2020/02/17 21:41] – [School District Setup Responsibilities] tmccanna
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   * If a  card is created or updated after June 30, the expiration date will be set to September 15 of the following year.   * If a  card is created or updated after June 30, the expiration date will be set to September 15 of the following year.
  
-**School and Grade:** The student's grade and school information will be automatically updated shortly before they begin the next school year. So, in the summer months, the information on the account will display the previous year's information.+**School and Grade:** The student's grade and school information will be automatically updated shortly before they begin the next school year. So, in the summer months, the information on the account will display the previous year's information. The grade is stored in the Name Keywords field, which can be used as a patron search filter in the staff client, and also used in report template filters. Possible grades are: GradePK, GradeK, and Grade01 through Grade12.
  
 **Account Updates:** A parent/guardian wishing to make any changes to an account such as school, grade, address, etc. should be referred to their school so that the school's database can be updated. PINES will then automatically update that information based on the school's data. The only fields that should be changed directly in PINES are fields that a patron may change themselves or that are unique to PINES: User Name, Password, Preferred Name, Email Address, Hold Notification and Account Preferences. The grade will be stored in the Name Keywords field, and the school will be stored in the Secondary Identification field. **Account Updates:** A parent/guardian wishing to make any changes to an account such as school, grade, address, etc. should be referred to their school so that the school's database can be updated. PINES will then automatically update that information based on the school's data. The only fields that should be changed directly in PINES are fields that a patron may change themselves or that are unique to PINES: User Name, Password, Preferred Name, Email Address, Hold Notification and Account Preferences. The grade will be stored in the Name Keywords field, and the school will be stored in the Secondary Identification field.
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 ==== School District Setup Responsibilities ==== ==== School District Setup Responsibilities ====
  
 +**List of Schools:** The school district should provide basic information about all of the schools that will be a part of the project. The spreadsheet should include: 
 +  * School ID  
 +  * School Name 
 +  * Grade Range  
 +  * Address 
 +  * City 
 +  * State 
 +  * Zip 
 +  * County
  
 **SFTP:** The school district must create a secure FTP directory that PINES scripts may access to retrieve student data files. **SFTP:** The school district must create a secure FTP directory that PINES scripts may access to retrieve student data files.
circ/accounts/studentcards.txt · Last modified: 2024/02/13 17:57 by smorrison