Thread Rating:
  • 0 Vote(s) - 0 Average
  • 1
  • 2
  • 3
  • 4
  • 5
Patron data maintenance policy
#14
Crystal just gave me a copy of the Alma Patron Data Policy that was presented at the Directors' Meeting yesterday.  It just occurred to me that there is nothing in here about purging the overdue/request letters that show up on the Attachments tab of each patron record.  The completed circulation transactions are purged within two weeks, which I'm reading as what shows up under the Returns tab of a patron's account when you look them up in Manage Patron Services and what shows up under the individual item's History tab > Fulfillment Activities and what's kept in Analytics.

What about the Attachments tab of the patron record?  There are notices there that need to be purged because they have loan information on them.  Two weeks may be too short for some schools.  I'm okay with it because we print out what we need, but I'm not sure about processes at the other schools.  The letters were scrubbed in Aleph after 30 days, I think?  

Here's the documentation for setting letter retention period:
https://knowledge.exlibrisgroup.com/Alma...on_Periods
Jacqueline Carrell
Circulation/Access Librarian
Piedmont Virginia Community College
434-961-5304
jcarrell@pvcc.edu
Reply


Messages In This Thread
Patron data maintenance policy - by tcassidy - 11-06-2018, 05:28 PM

Forum Jump:


Users browsing this thread: 1 Guest(s)