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Revised:January 6, 2006 (mc)
Version:5.0.0.0 and greater
Revision:1
HOWTO: Using a SQL Query to setup billing categories
January 6, 2006

SUMMARY

If you have a large list of items to update when setting up ILLiad, or a large list of items to change because a billing category has changed, you can use a SQL Query and the Microsoft SQL Server Query Analyzer to make the change in the ILLiad database. Remember that any billing categories that you add this way must exist in the BillingDefaults table as well.

 

EXAMPLES

If you wanted to set all libraries in the database to be exempt:

use ILLData
go
update LenderAddresses set BillingCategory = 'Exempt'

Be careful with this type of query - this will change ALL BillingCategories, regardless of what they are set to now.

 

If you wanted to set all Virginia libraries in the database to be "VirginiaBilling":

use ILLData
go
update LenderAddresses set BillingCategory = 'VirginiaBilling'
where ((Address1 like '%VA%') or (Address2 like '%VA%') or (Address3 like '%VA%'))

This query uses the "like" operator and the wildcard operator "%". This will select any address that has the letters VA anywhere in Address1, Address2 or Address3 and change the BillingCategory to 'VirginiaBilling'.

 

If you wanted to set libraries with these symbols (ABC, BCD, CDE, DEF, EFG) in the database to be "SpecialLibraries"

use ILLData
go
update LenderAddresses set BillingCategory = 'SpecialLibraries'
where LenderString = 'ABC' or
LenderString = 'BCD' or
LenderString = 'CDE' or
LenderString = 'DEF' or
LenderString = 'EFG'

Using this method, you could take a long list of symbols, and insert the "Lenderstring = '" part and the "' or " part programmatically in order to change a large number of symbols at the same time, without having to edit each one by hand in the client.

MORE INFORMATION

More information on how the SQL Query language works in Microsoft SQL Server can be found in the Online Books under the Transact-SQL reference.

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