[OPEN-ILS-GENERAL] Deleting Patron Accounts - AND books?

[Rogan Hamby]

Like delete the bib records and let it caascade down and delete all
associated volumes and copies?

On Tue, Aug 4, 2015 at 3:34 PM, Walz, Jennifer <jlwalz at asbury.edu> wrote:

> 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)
>
>
>
>   J
>
>
>
> 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
> jlwalz at asbury.edu
>
>
>
> *From:* Open-ils-general [mailto:
> open-ils-general-bounces at 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 <scott at 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
>
> Fx: 570-348-3020
>
> Email: scott at 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>
>



-- 

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>
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