Purging patrons while keeping those with items on loan

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Purging patrons while keeping those with items on loan

Elaine Bradtke-3
The reason I'm doing this is our membership numbering system has changed,
and our card numbers are the membership numbers (the membership card is the
library card).
I've come up with a workaround:

   1. Put all patrons with outstanding loans in a list (I have a report
   that lists them)
   2. Create a new patron category for these patrons (and change the
   individual  card numbers to the new card numbers)
   3. Go through and purge the patrons by category, leaving the staff,
   patrons with outstanding loans, institutions, (any non-member patrons)
   4. Upload new patrons, matching by card number, overwriting the old ones
   (this, at least in the past meant that addresses, and expiry dates were
   updated, but loans remained as they were).

But wouldn't it be nice if there was an option in the Patron Batch Delete
function that said something like "Do not delete patrons with items checked
out".
Any librarian will tell you that just because a patron's card has expired
doesn't mean they've returned everything they've borrowed. This only works
because we have a very small number of borrowers!

Elaine Bradtke
VWML
English Folk Dance and Song Society | http://www.efdss.org
Cecil Sharp House, 2 Regent's Park Road, London NW1 7AY
Tel    +44 (0) 20 7485 2206 (This number is for the English Folk Dance and
Song Society in London, England. If you wish to phone me personally, send
an e-mail first. I work off site)
--------------------------------------------------------------------------
Registered Company No. 297142
Charity Registered in England and Wales No. 305999


On Mon, Apr 1, 2019 at 10:36 AM Elaine Bradtke <[hidden email]> wrote:

> Is there an easy way to delete all patrons *EXCEPT* the people who have
> items checked out?
> If I download just the records of the patrons who have items out, will it
> contain their borrowing information?
>
> The number of patrons with items checked out is very small. In a pinch I
> could reconstruct the information by hand, but trying to avoid that.
>
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Re: Purging patrons while keeping those with items on loan

Katrin Fischer-2
Hi Elaine,

I just tested in master and the batch patron/anonymization tool won't
delete patrons with checkouts. What I did:

- Create 2 expired users of a new patron category
- Checked out an item to 1
- Batch deleted the category expired since before today
=> Only the patron with no checkouts was deleted.

To make sure you could repeat the test in your Koha installation, you
might find it already works like you need it to. The same should be true
for patrons with fines.

If you want to check other things too, you could also work with the
patron list option and create a list of all users you want to delete,
removing those with checkouts, holds, etc.

Hope that helps,

Katrin


On 02.04.19 01:56, Elaine Bradtke wrote:

> The reason I'm doing this is our membership numbering system has changed,
> and our card numbers are the membership numbers (the membership card is the
> library card).
> I've come up with a workaround:
>
>     1. Put all patrons with outstanding loans in a list (I have a report
>     that lists them)
>     2. Create a new patron category for these patrons (and change the
>     individual  card numbers to the new card numbers)
>     3. Go through and purge the patrons by category, leaving the staff,
>     patrons with outstanding loans, institutions, (any non-member patrons)
>     4. Upload new patrons, matching by card number, overwriting the old ones
>     (this, at least in the past meant that addresses, and expiry dates were
>     updated, but loans remained as they were).
>
> But wouldn't it be nice if there was an option in the Patron Batch Delete
> function that said something like "Do not delete patrons with items checked
> out".
> Any librarian will tell you that just because a patron's card has expired
> doesn't mean they've returned everything they've borrowed. This only works
> because we have a very small number of borrowers!
>
> Elaine Bradtke
> VWML
> English Folk Dance and Song Society | http://www.efdss.org
> Cecil Sharp House, 2 Regent's Park Road, London NW1 7AY
> Tel    +44 (0) 20 7485 2206 (This number is for the English Folk Dance and
> Song Society in London, England. If you wish to phone me personally, send
> an e-mail first. I work off site)
> --------------------------------------------------------------------------
> Registered Company No. 297142
> Charity Registered in England and Wales No. 305999
>
>
> On Mon, Apr 1, 2019 at 10:36 AM Elaine Bradtke <[hidden email]> wrote:
>
>> Is there an easy way to delete all patrons *EXCEPT* the people who have
>> items checked out?
>> If I download just the records of the patrons who have items out, will it
>> contain their borrowing information?
>>
>> The number of patrons with items checked out is very small. In a pinch I
>> could reconstruct the information by hand, but trying to avoid that.
>>
> _______________________________________________
> Koha mailing list  http://koha-community.org
> [hidden email]
> https://lists.katipo.co.nz/mailman/listinfo/koha
_______________________________________________
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Re: Purging patrons while keeping those with items on loan

Elaine Bradtke-3
Thanks Katrin.
I suppose I could have tested this on the test site to see if it really did
what I wanted.  I found a work around, since there were only a handful of
patrons I really needed to keep track of.
Elaine Bradtke
VWML
English Folk Dance and Song Society | http://www.efdss.org
Cecil Sharp House, 2 Regent's Park Road, London NW1 7AY
Tel    +44 (0) 20 7485 2206 (This number is for the English Folk Dance and
Song Society in London, England. If you wish to phone me personally, send
an e-mail first. I work off site)
--------------------------------------------------------------------------
Registered Company No. 297142
Charity Registered in England and Wales No. 305999


On Sun, Apr 14, 2019 at 12:30 PM Katrin Fischer <[hidden email]>
wrote:

> Hi Elaine,
>
> I just tested in master and the batch patron/anonymization tool won't
> delete patrons with checkouts. What I did:
>
> - Create 2 expired users of a new patron category
> - Checked out an item to 1
> - Batch deleted the category expired since before today
> => Only the patron with no checkouts was deleted.
>
> To make sure you could repeat the test in your Koha installation, you
> might find it already works like you need it to. The same should be true
> for patrons with fines.
>
> If you want to check other things too, you could also work with the
> patron list option and create a list of all users you want to delete,
> removing those with checkouts, holds, etc.
>
> Hope that helps,
>
> Katrin
>
>
> On 02.04.19 01:56, Elaine Bradtke wrote:
> > The reason I'm doing this is our membership numbering system has changed,
> > and our card numbers are the membership numbers (the membership card is
> the
> > library card).
> > I've come up with a workaround:
> >
> >     1. Put all patrons with outstanding loans in a list (I have a report
> >     that lists them)
> >     2. Create a new patron category for these patrons (and change the
> >     individual  card numbers to the new card numbers)
> >     3. Go through and purge the patrons by category, leaving the staff,
> >     patrons with outstanding loans, institutions, (any non-member
> patrons)
> >     4. Upload new patrons, matching by card number, overwriting the old
> ones
> >     (this, at least in the past meant that addresses, and expiry dates
> were
> >     updated, but loans remained as they were).
> >
> > But wouldn't it be nice if there was an option in the Patron Batch Delete
> > function that said something like "Do not delete patrons with items
> checked
> > out".
> > Any librarian will tell you that just because a patron's card has expired
> > doesn't mean they've returned everything they've borrowed. This only
> works
> > because we have a very small number of borrowers!
> >
> > Elaine Bradtke
> > VWML
> > English Folk Dance and Song Society | http://www.efdss.org
> > Cecil Sharp House, 2 Regent's Park Road, London NW1 7AY
> > Tel    +44 (0) 20 7485 2206 (This number is for the English Folk Dance
> and
> > Song Society in London, England. If you wish to phone me personally, send
> > an e-mail first. I work off site)
> >
> --------------------------------------------------------------------------
> > Registered Company No. 297142
> > Charity Registered in England and Wales No. 305999
> >
> >
> > On Mon, Apr 1, 2019 at 10:36 AM Elaine Bradtke <[hidden email]> wrote:
> >
> >> Is there an easy way to delete all patrons *EXCEPT* the people who have
> >> items checked out?
> >> If I download just the records of the patrons who have items out, will
> it
> >> contain their borrowing information?
> >>
> >> The number of patrons with items checked out is very small. In a pinch I
> >> could reconstruct the information by hand, but trying to avoid that.
> >>
> > _______________________________________________
> > Koha mailing list  http://koha-community.org
> > [hidden email]
> > https://lists.katipo.co.nz/mailman/listinfo/koha
> _______________________________________________
> Koha mailing list  http://koha-community.org
> [hidden email]
> https://lists.katipo.co.nz/mailman/listinfo/koha
>
_______________________________________________
Koha mailing list  http://koha-community.org
[hidden email]
https://lists.katipo.co.nz/mailman/listinfo/koha