Set Options for Deleting Patron Records

To set up automatic patron record deletion:

Important:
If you plan to place deleted records in a record set for later review, you must set up the record set before you do this procedure. Creating and Using Record Sets.

  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. The Patron Delete Options dialog box appears with the Method tabbed page displayed.
  1. To turn off automatic deletion completely, so that patron records are not deleted automatically under any circumstances, click None and go to step 10.
  2. If you want Polaris to delete all patron records that are not blocked from deletion, click Delete automatically. The Use exceptions record set check box is available. If you want Polaris to place blocked records in a record set, do the following steps:
    1. Select the Use exceptions record set check box. The Existing record set option is selected, indicating that blocked records are placed in an existing record set. (The New record set option is not currently functional.)
    2. Click Select to search for and select the existing record set in which records are placed.
  1. If you want Polaris to place all patron records (blocked and unblocked) in a record set for review and manual deletion, click Write to record set. The Existing record set option is selected, indicating that all records are placed in an existing record set. (The New record set option is not currently functional.)

Note:
If you click None, Polaris does not run automatic processing for patron record deletion.

  1. If you clicked Write to record set, click Select to search for and select the existing record set in which records will be placed.
  2. If you selected Delete automatically or Write to record set, click Criteria to display the Criteria tabbed page.

Note:
The Delete based on expiration option is not currently functional.

  1. In the Delete if inactive for days box, type the number of days for which a patron record must be inactive to be automatically deleted.

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. It is also updated when payments are made on the patron’s account.

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

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