The patron load file process is an integral part of the Alma system. These files contain records that are sent by each institution's IT department and are generated by their enterprise system (PeopleSoft, Banner, Workday, etc.). These records contain updated information about each student, staff, and faculty member affiliated with the college or university. Alma uses these records in order to check out materials, place holds on items, and allow access to content in Primo VE.
Patron load files are usually sent to FLVC on a periodic basis, either daily or once a week. The files must be in a specific format (XML) using the approved field outlined in the specifications. Each institution has the choice of either submitting two files, a student file and a staff file, or submitting one combined file of both students and staff. All files must be sent to FLVC's Secure FTP server where they will be picked up by Alma at a specified time. [Note: Access to FLVC's SFTP server is restricted. If you need access to the server, please contact the FLVC Help Desk.]
For additional information, please see the following Libguide article: https://flvc.libguides.com/AlmaFulfillmentResourceGuide/Patron-Load