[Koha] Purging patrons while keeping those with items on loan

[Elaine Bradtke]

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 <katrin.fischer.83 at web.de>
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 <eb at efdss.org> 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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