Set Options for Deleting Patron Records

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

To set up automatic patron record deletion:

  1. In the Administration Explorer tree view, open System > Parameters > Patron Services.

  2. Double-click Patron delete options.

    The Patron Delete Options dialog box appears with the Method tab displayed.

  1. To turn off automatic deletion, so that patron records are not deleted automatically under any circumstances, select None and go to the last step.

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

  2. (Optional) If you want Polaris to delete all patron records that are not blocked from deletion, select Delete automatically.

    The Use exceptions record set check box becomes available.

  3. (Optional) 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 Polaris places blocked records in an existing record set. (The New record set option is not functional.)

    2. Click Select to search for and select an existing record set to contain records.

  1. If you want Polaris to place all patron records (blocked and unblocked) in a record set for review and manual deletion, select Write to record set. The Existing record set option is selected indicating that Polaris places all records in an existing record set. (The New record set option is not functional.)

  1. If you select Write to record set, click Select to search for and select the existing record set you want to put records in.

  2. If you selected Delete automatically or Write to record set, click Criteria to display the Criteria page. (The Delete based on expiration option is not functional.)

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

Note:

The Last Activity Date field in the patron record tracks patron activity. It is updated if the patron engages with the following applications under the listed circumstances:

  • Staff client — when the patron checks out an item, renews an item, checks out an item through quick-circ, makes a claim on an item, or pays a charge.
  • PAC — when the patron signs in to their account, places or modifies hold and ILL requests, renews an item online, updates patron information, makes payments, or accesses remote databases that require sign in.
  • Polaris ExpressCheck, SIP self-check units — when the patron checks out an item, renews an item, signs in to their account, makes payments, or signs in to time and print management applications.
  • Inbound telephony — when the patron accesses account information, renews items, or makes payments on their account.

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

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