Program Title: Getting Started with Patron Imports & Student Cards
Track: Polaris
Program Description: One of the most exciting parts of the Polaris version 7.8 update was the introduction of the bulk patron import process. This in depth panel discussion features the shared experience of three libraries who have utilized bulk imports for projects with student/school library cards. Topics which will be covered include:
- Getting started & first steps
- Data & spreadsheet preparation
- The patron upload process in Leap
- Post-upload upkeep
The collected panelist experience includes a wide breadth of applications from small to large patron imports, varying significantly based on school partners and legislative needs. If you are considering using the bulk upload process at all, bring your questions for this interactive panel!
Panelists
- Nathaniel Burnard - Systems Services Manager, Allen County Public Library (IN) —Nathaniel Burnard currently serves as the Systems Services Manager at the Allen County Public Library, where he leads in ILS administration, circulation, and internal customer service processes. Nathaniel has nearly 25 years of experience in public libraries in administration, management, and youth services.
- Talia Hofacker - Technology Librarian, Aurora Public Library (CO). —Talia Hofacker (she/her) began her career as an Adult Services Librarian with a special interest in library technology. After working in adult services for 8 years, Talia was able to take that experience and transition into ILS and library technology management with the Aurora Public Library, where she has worked for the last 3 years. There she managed their Sierra system and migrated to Polaris in May 2025.
- Beth Lane - Systems & Technology Librarian II, Placer County Library (CA) —Beth Lane , MLIS, has over 13 years of experience as a public service librarian. For the past five years, she has administered Polaris, led large technology projects, redesigned the library website, and managed the library’s social media. She values the IUG community for its guidance and collaboration, which helps her improve systems and services for patrons.
IUG_2026_Patron_Imports.pdf (1.1 MB)