All – Boy, it sure would be nice if we had the same options with books. (i.e. bib records, item records, copy records, and the like)
☺ Please? Thanks! Jennifer -------------------------------------------------- Jennifer Walz, MLS - Head of Ebsco Irritations Kinlaw Library - Asbury University One Macklem Drive, Wilmore, KY 40390 859-858-3511 ext. 2269 jlw...@asbury.edu From: Open-ils-general [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Rogan Hamby Sent: Tuesday, August 04, 2015 1:33 PM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Deleting Patron Accounts There are a few different kinds of deleting in Evergreen. One is to turn on the deleted flag on the account. That doesn't do much other than hide the account from the staff client pulling it up and is relatively harmless. The other kind of deleting is obliterating the account. This is the delete option that is on the "other" menu in the staff client and comes up with this warning: "Completely OBLITERATE this patron account, including bills, payments, bookbags, etc? This is IRREVERSIBLE." And it has a checkbox. The good? It deletes it and it's gone forever. The bad? As the message warns, gone forever is also anything tied to it. My accountants would throw a fit at bills and payments and other records disappearing from the system and we're audited every other year. So, whether or not it's bad will depend on your circumstances, your accounting environment, etc... As a result it can also throw off counts of circulations, holds, etc... if you want to go back and run numbers on old data sets. If we want to truly remove a patron I run an anonymization script that strips out their address except for zip code, names, phone numbers, email, etc.... and leaves a generic patron in place but leaves all of their associated records. On Tue, Aug 4, 2015 at 1:21 PM, Scott Thomas <sc...@albright.org<mailto:sc...@albright.org>> wrote: Our old ILS would not allow you to remove a patron until all outstanding bills, holds, and checkouts were cleared. We were thrilled that Evergreen would simply allow you to remove the patron. However, I have heard from various sources that, while EG will allow you to remove a patron with impunity, it is not good practice to remove a patron with outstanding transactions and bills. Can anyone clarify this? Thank you, Scott Scott Thomas, MLS Head of Information Technologies and Technical Services Scranton Public Library Lackawanna County Library System 2006 N. Main Ave. Scranton, PA 18508 Ph: 570-207-2379<tel:570-207-2379> Fx: 570-348-3020<tel:570-348-3020> Email: sc...@albright.org<mailto:sc...@albright.org> -- Rogan Hamby, MLS, CCNP, MIA Managers Headquarters Library and Reference Services, York County Library System “You can never get a cup of tea large enough or a book long enough to suit me.” ― C.S. Lewis<http://www.goodreads.com/author/show/1069006.C_S_Lewis>
