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Voyager Patron Purge (8.2) Thinking it Through

Voyager Patron Purge (8.2) Thinking it Through. Eluna 2014 – Cornell University Lydia Pettis. Purge Options. 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

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Voyager Patron Purge (8.2) Thinking it Through

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  1. Voyager Patron Purge (8.2)Thinking it Through Eluna 2014 – Cornell University Lydia Pettis

  2. Purge Options • 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 / PpatronPurge

  3. Retention Policies • 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

  4. Cornell Purge Candidates • 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

  5. Set Historic Fine Option

  6. Running the Purge Program • 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

  7. Command Line • As user = Voyager • If CU purge date = 12/31/1980 • Test – No Updates • ./PpatronPrg –p 1981-01-01 • Prod – Delete and Update • ./PpatronPrg –p 1981-01-01 -z

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

  9. 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

  10. ID Exceptions via AUDIT File • Create a file of the NOT DELETED records grep'NOT DELETED’ audit.patpurge.[extension] > [selected directory]/audit.txt

  11. ID Exceptions via AUDIT File (2) • Download audit.txt • Import into MS Access table

  12. ID and Count Exceptions

  13. Get Patron Info

  14. Hand Lists off to Staff • 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

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