Remove Patron ID from Circ Transactions Dialog Box

To open this dialog box:
In Polaris Administration, select Parameters, Patron Services, Remove patron ID from circ transactions.

Use this dialog box to enable automatic purging of patron identification information from transaction logs after a specified time period. Patron IDs are removed from transactions according to the transacting branch’s settings. The transacting branch is identified in the transaction header OrganizationID field.

To set up automatic purging, select Enable patron ID removal, then 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 IDs are kept for two years following the date of the transaction, then purged from the transaction database. The program identifies transactions from which to remove patron IDs 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 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.

For more information, see Removing Patron ID Information from Transaction Files.