Set up Patron Identification Purging

To enable automatic purging of patron identification information from transaction logs and item record histories after a specified time period:

Note:
These settings are available at the system, library, and branch levels. Patron identification information is removed from transactions and item record histories according to the transacting branch’s settings (not according to the settings of the patrons’ registered branches). The transacting branch is identified in the transaction header OrganizationID field. Patron IDs are not removed from transactions generated by the system unless this feature is enabled at the system level

1. In the Administration Explorer tree view, open the Parameters folder for the organization, and click the Patron Services tab in the details view.
2. Double-click Remove patron ID from circ transactions. The Remove patron ID from circ transactions dialog box opens.

3. Select (check) Enable patron ID removal. The Term options become available.

4. Select an interval or select a date:

• Select months, years, or days in the Term box, and set the appropriate number. For example, if you set the term to 2 years, patron identification information is kept for two years following the date of the transaction, then purged from the transaction database and item record histories. The program identifies transactions from which to remove patron information by counting back the number of days starting from beginning of the day it runs (12:00 midnight) through the final day (12:00 midnight).

Example: 
The term is set to 30 days. When the program runs on the night of August 30, it will count back from midnight August 30 through the full day to midnight July 31. The patron ID will be removed from all transactions prior to 12:00 July 31.

• Select exact date, and type a date or select a date from the drop-down calendar. Information for that date will be purged. This option is most useful for testing or implementing the purge feature for a short period of time.

Important:
Automatic lost item recovery actions, which take action on the patron account if a lost item is recovered within a set period of time, depend on the availability of patron ID information. If your organization uses automatic lost item recovery actions, be sure to coordinate the settings so that the patron ID is available if the lost item is recovered within the time period you specify. See Setting Lost Item Recovery Defaults.

5. Click OK.

Related Information

Specifying transactions to log Logging Transactions.