Voyager Patron Purge (8.2) Thinking it Through

Voyager Patron Purge (8.2)Thinking it Through

Eluna 2014 – Cornell UniversityLydia Pettis

Purge by PATRON EXPIRE and/or PURGE date◦ A programmer can set these dates per spec◦ May want different dates for Fines / No Fines

options

Purge Historic Fines? Yes / No◦ Specify in Sys Admin / Circulation / Miscellaneous

See parameters in the Technical Manual◦ Patron Batch Jobs in XML / Ppatron Purge

Purge Options

Accounting Office and Circulation Staff How long to keep expired patrons with no

fines? Audit issues related to fines?

◦ Typically 7 years◦ Keep online and/or in a report or spreadsheet◦ Cornell now keeping 3 years online; 4 years in

annual reports

Retention Policies

EXPIRED PATRONS NO FINES◦ ALL barcodes associated with a patron have been

expired for 1+ years◦ Set purge date 12/31/1980◦ Run with Historic Fine option OFF

EXPIRED PATRONS WITH FINES◦ All barcodes expired 1+ years◦ Most recent FINE TRANSACTION less than <DATE>◦ Purge date 12/31/1970◦ Run with Historic Fine option ON

Cornell Purge Candidates

Set Historic Fine Option

Set PATRON Purge or Expire Date per spec Verify the status of the “Allow Deletion of

Historic Fine” checkbox◦ Check this again

Run PpatronPrg in TEST mode◦ Verify DATE option before running◦ Review exceptions and fix if desired◦ Examine AUDIT file and confirm the right folks will

be deleted

Running the Purge Program

As user = Voyager If CU purge date = 12/31/1980Test – No Updates

◦./PpatronPrg –p 1981-01-01

Prod – Delete and Update◦./PpatronPrg –p 1981-01-01 -z

Command Line

audit.patpurge.20130725.090608xml.patpurge.20130725.090608xml.patpurge.callslip.20130725.090608xml.patpurge.exception.20130725.090608xml.patpurge.finesfees.20130725.090608xml.patpurge.historicalfines.20130725.090608xml.patpurge.holdrecall.20130725.090608xml.patpurge.itemscharged.20130725.090608xml.patpurge.proxy.20130725.090608

Output Files

Snippet of AUDIT File

DELETED | 532 | LName | Fname

NOT DELETED | Current Fees | 536 | LName | Fname

NOT 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 | FName

Create a file of the NOT DELETED records

grep 'NOT DELETED’ audit.patpurge.[extension] > [selected directory]/audit.txt

ID Exceptions via AUDIT File

Download audit.txt Import into MS Access table

ID Exceptions via AUDIT File (2)

ID and Count Exceptions

Get Patron Info

Circ staff can ◦Release holds◦Close open fines◦Remove from routing lists◦Ask EL to reset call slip request counters

When updates are complete, run in Production mode

Hand Lists off to Staff