Summer Reader - Database Maintenance
Rating: Unrated | Last Updated: Thu, Oct 13, 2011 at 7:21 AM
You don't have any programs currently running and you want to delete all data from all programs and all the patrons
In most cases, this will remove 99% of the patron records if you do this for all of your programs. There are times when a patron has been deleted from a program but has not been deleted from the db so they are not attached to a program. These patrons will still be in the db. Go to 'System Maintenance-->Patron Information' and click on the "Delete All Unregistered Patrons" button. This will remove the rest unregistered of the patrons from the db. Click on the "Go" button to perform a blank search to make sure all records have been deleted.
In this scenario all patrons will register as new sign ups.
You have 1 or more programs currently running but you want to delete all data from all other programs and all those programs' patrons
In most cases, this will remove 99% of the patron records that you want removed if you do this for the programs for which patrons are to be removed. There are times when a patron has been deleted from a program but has not been deleted from the db so they are not attached to a program. These patrons will still be in the db. Go to 'System Maintenance-->Patron Information' and click on the "Delete All Unregistered Patrons" button. This will remove the rest of the unregistered patrons from the db. Click on the "List All Unregistered Patrons" button to perform a search to make sure there are not any unregistered patrons left. There will still be patrons in the db for the programs where you did not delete the patron record.
In this scenario all patrons will register as new sign ups unless they happen to be registered in one of the programs that is currently running. If they are in a program currently running and want to sign up for another program they would need to use the "Signed Up Before" button on the registration page. To ensure that this feature is available go to System Settings and set the 'Signed Up Before' Feature to Yes. If this option is not made available then only staff will be able to register them unless they register as a new individual with a different library card or user name.
You want to keep the patron information in the db and re-use one or more of your programs
There are two ways to accomplish this:
If you plan on using this scenario then it is a good idea to enable Email via Email Setup. Be sure to enable the "Login Info Email Enable” and make the "Email” field a required field in the program’s registration setup as well. This will allow users to use the "Forgot Your Login Info” button so they can receive an email from the application with their login information – rather than calling the library for this information or the user could choose to register with a new user name or library card.
You want to keep the patron information in the db and create a new program for this year
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