Tools

Know patrons and circulation features.

  • Get there: More > Tools > Patrons and Circulation > Patrons (anonymize, bulk-delete)

This tool allows you to bulk anonymize circulation histories (this means that you keep records of how many times items were checked out - but not the patrons who checked the items out) or bulk delete patrons (remove them from the system completely).

Important

Patrons with outstanding fines or items checked out are not saved. They are not completely removed from the system (they are only moved to the delete_borrowers table), but this tool does not provide as many checks as one may desire.

Important

Before using this tool it is recommended that you backup your database. Changes made here are permanent.

Important

The anonymization will fail quietly if AnonymousPatron preference does not contain a valid value.

To either delete or anonymize patrons

  • Check the 'Verify' box on the task you would like to complete (Delete or Anonymize)

  • Enter a date before which you want to alter the data

  • If deleting patrons you can also choose to find patrons who

    • have not borrowed since a specific date

    • have accounts that will expire before a specific date

    • are in a specific patron category

    • are in a patron list

  • Click 'Next'

  • A confirmation will appear asking if you're sure this is what you want to happen

  • Clicking 'Finish' will delete or anonymize your data

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