NEWS: 2020 Patron Purge - Owing Less Than $10

ACTION:  Action required

This is the 2020 Patron Purge Information: Due to the COVID-19 shutdown, we are operating under a compressed timeframe. We need your replies no later than August 31, 2020.

We are beginning the process for this year’s annual patron database cleanup (also known as patron purge). I will be sending out two emails. This first email has a link below to an Excel spreadsheet of all patrons in the database that meet the following criteria:

·         Last circulation activity on their account was before 01/01/2017

·         Account expired before 01/01/2020

·         Owe less than $10 in fines/bills

The link below of the spreadsheet is sorted by library then by patron name.  To save a copy to your computer, click on this link, click File and Save As, and then click on Download a Copy. This will allow you to make edits and changes as needed. ***

https://railslibrariesinfo-my.sharepoint.com/:x:/g/personal/jeffrey_sullivan_railslibraries_info/EepoNjbs2_NGjXlMoyMx6t4B8FaevnwyonWeE3s8IuMphQ?e=QqOhnm

If you want any of these patrons to remain in the database, you have 2 choices; 1) Check an item out to the patron and that patron will not show up on the purge list until 2023, (theoretically that patron could not check an item out for 6 years) or 2) Update their expiration date to Dec. 31, 2020, and they will show up on next year’s purge list if they do not check an item out till then. We prefer you opt for #2. 

When you are finished reviewing this report and updating any of your library’s patrons that you want to keep, please send a message to patronpurge@prairiecat.info to let us know that you are ready for your patrons that still match these criteria to be deleted. We will then delete patrons with these criteria for your library. If you need a count of total patrons before and after this process, please let us know that when you are requesting that your patron records be deleted. 

If you have other special patron purge criteria or don’t want us to purge your patrons, please let us know that as well. The Administrative Council has directed the PrairieCat staff to purge all eligible patrons owing less than $10 on August 31, 2020, unless your library expressly opts out of the process. This is to ensure we keep the PrairieCat database up to date. The counts of patrons that are used for the PrairieCat membership fee formula calculations are pulled the 1st week of September, 2020, so we will run the final purges for any libraries we haven’t previously heard from on Monday, August 31, 2020   

*** This spreadsheet can also be found on the PrairieCat Support Site under the July Statistics and Reports section.

Second email to follow shortly with patrons that owe $10 or more and meet the other criteria above.   The patrons owing $10 or more will not be purged unless you expressly tell us to purge them. 

Please send any questions to patronpurge@prairiecat.info.