Set Blocks for Patron Record Deletion

To specify when Polaris blocks patron records from automatic or manual deletion:

1. In the Administration Explorer tree view, open the Parameters folder for the organization, and select the Patron Services tabbed page in the details view.
2. Double-click Patron delete options to display the Patron Delete Options dialog box, Method tabbed page.
3. Click the Blocks tab to display the Blocks tabbed page.

4. Specify the situations that should prevent a record from being deleted:

• Outstanding charge - Select the Block if the last outstanding charge date is greater than days check box, and type the number of days.
• Account balance - Select the Block if the account balance due is over check box, and type the amount.
• Credit balance - Select the Block if the account has a credit amount over check box, and type the amount.
• Deposit balance - Select the Block if the account has a deposit amount over check box, and type the amount.
• Notes in patron record - Select the Block if patron has notes check box. This setting applies to both non-blocking and blocking notes.
• Last activity date - Select the Block if the patron record Last Activity Date is within the last . . . days check box, and type the number of days. This option blocks manual deletion if the last activity date is within the specified period. It does not apply to automatic deletion.

Note:
The Last Activity Date field in the patron record tracks patron activity.
It is updated in the following circumstances:
—Staff client: item check-out; renewal; quick-circ item check-out; when a claim is made on an item, when a charge is paid.
—PAC: log-in to patron account; placing and modifying hold and ILL requests; online renewal; patron information updates; payments; access to remote databases that require log-in.
—Polaris ExpressCheck, SIP self-check units: check-out and renewal; patron account access; payments.
—Time and print management applications: log-in.
—Inbound telephony: Access account information and renew items.

5. Click Save on the Patron Delete Options dialog box.