Thinking it Through Eluna 2014 Cornell University Lydia Pettis Purge by PATRON EXPIRE andor PURGE date A programmer can set these dates per spec May want different dates for Fines No Fines options ID: 552985
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Slide1
Voyager Patron Purge (8.2)Thinking it Through
Eluna
2014 – Cornell
University
Lydia PettisSlide2
Purge by PATRON EXPIRE and/or PURGE dateA programmer can set these dates per specMay want different dates for Fines / No Fines optionsPurge Historic Fines? Yes / NoSpecify in Sys Admin / Circulation / Miscellaneous
See parameters in the Technical Manual
Patron Batch Jobs in XML / Ppatron Purge
Purge OptionsSlide3
Accounting Office and Circulation StaffHow long to keep expired patrons with no fines?Audit issues related to fines?Typically 7 yearsKeep online and/or in a report or spreadsheet
Cornell now keeping 3 years online; 4 years in annual reports
Retention PoliciesSlide4
EXPIRED PATRONS NO FINESALL barcodes associated with a patron have been expired for 1+ yearsSet purge date 12/31/1980Run with Historic Fine option OFF
EXPIRED PATRONS WITH FINES
All barcodes expired 1+ yearsMost recent FINE TRANSACTION less than <DATE>Purge date 12/31/1970
Run with
Historic
Fine option ON
Cornell Purge CandidatesSlide5
Set Historic Fine OptionSlide6
Set PATRON Purge or Expire Date per specVerify the status of the “Allow Deletion of Historic Fine” checkboxCheck this againRun PpatronPrg in TEST mode
Verify DATE option before running
Review exceptions and fix if desiredExamine AUDIT file and confirm the right folks will be deleted
Running the Purge ProgramSlide7
As user = VoyagerIf CU purge date = 12/31/1980Test – No Updates./PpatronPrg
–p 1981-01-01
Prod – Delete and Update./
PpatronPrg
–p
1981-01-01
-z
Command LineSlide8
audit.patpurge.20130725.090608xml.patpurge.20130725.090608xml.patpurge.callslip.20130725.090608
xml.patpurge.
exception.20130725.090608xml.patpurge.finesfees.20130725.090608
xml.patpurge.
historicalfines
.20130725.090608
xml.patpurge.holdrecall
.20130725.090608
xml.patpurge.
itemscharged
.20130725.090608
xml.patpurge.
proxy
.20130725.090608
Output FilesSlide9Slide10
Snippet of AUDIT FileDELETED | 532 | LName |
Fname
NOT DELETED | Current Fees | 536 | LName | FnameNOT DELETED | Historical Fines | 536 | LName
|
Fname
DELETED | 540 |
LName | Fname
NOT DELETED | Current Charged Items | 177618 |
LName
|
Fname
NOT DELETED | Patron is a proxy for another patron | 170670 |
LName
|
FNameSlide11
Create a file of the NOT DELETED recordsgrep
'NOT
DELETED’ audit.patpurge.[extension] > [selected directory]/audit.txt
ID Exceptions via AUDIT FileSlide12
Download audit.txtImport into MS Access tableID Exceptions via AUDIT
File (2)Slide13
ID and Count ExceptionsSlide14
Get Patron InfoSlide15
Circ staff can Release holdsClose open finesRemove from routing listsAsk EL to reset call slip request countersWhen updates are complete, run in Production mode
Hand Lists off to Staff