Patron Delete Options Dialog Box

To open this dialog box:
In Polaris Administration, select Parameters, Patron Services, Patron delete options.

Use the Patron Delete Options dialog box to set up nightly automatic deletion of certain patron records, specify the criteria for automatic deletion, and select conditions that block both automatic and manual deletion. See Setting Options for Deleting Patron Records.

Note:
For information about deleting patron records manually, see Deleting Patron Records.

• Method tab - These settings activate automatic processing and specify how it works. They do not apply to manual deletions.

• Activate automatic deletion - Select Delete automatically. During automatic processing, Polaris deletes all patron records that are not blocked from deletion. If any patron records are blocked, they are not deleted.

• Put blocked records in a record set - Select Use exceptions record set. With this option, if Polaris cannot delete a patron record during automatic processing because it is blocked, the blocked record is placed in an existing record set. Click Select to find and select the record set. If the block to deletion is removed later, the record is deleted automatically from the record set.

• Put all candidates for deletion in a record set - Select Write to record set. During automatic processing, Polaris places all patron records that meet your criteria for deletion in an existing record set. Click Select to find and select the record set. A staff member must review the records in the record set and manually delete, modify, or keep each record.

• Criteria tab - Type a number in the Delete if inactive for box to set the number of days for which a patron record must be inactive for the record to be automatically deleted. The option is available only if Delete automatically or Write to record set is selected on the Method tab.

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. 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.

• Blocks tab - These settings specify the conditions that block patron records from deletion. They apply to both manual and automatic patron record deletion. See Set blocks for patron record deletion.