Bibliographic Inter-Library oan works with no items (exclude if URL or added recently)

This task is a variant on the standard Purge of Bibliographic works with no items, but focussing specifically onn InterLibrary loan works.

An override option allows the number of days on file to be set – the default is 90. A log is written to the Work folder as PURGES_BIBS_NOITEMS_ILLS_<date>_.txt

Items – Marked as ‘delete on return’ which are onloan and expired (.e.g. eBook loans)

For sites which create eBook items and loan them, this new function would typically be scheduled to run once a day; so for works which have a maximum number of simultaneous loans this will ensure slots are made available for new borrowers.

Export – special MARC format for CollectionHQ

This new function is visible to VCML only and allows for the specific creation of an export of MARC, Holdings and usage data as required for CollectionHQ analysis

Simplifying the scheduling task from the library perspective (just one scheduling task for all Management tasks)

Allowing addition of new Management tasks as needed, and have these automatically included and run in the ‘Management / All’ task.

RESERVE_UNTRAPPED_N_DAYS

This will report reservations that have not been actioned. The SQL syntax for selection is select COUNT(*) from ReserveQueue (nolock), bdds, userdynamic where DDS_BibUSRI = RSV_USRI and RSV_UID = USR_UID and USR_Status <> 1 and DDS_status <> 1 and RSV_Status = 0 and (RSV_NotWant < dateadd(year, -20, GETDATE()) or RSV_NotWant >= dateadd(day, 1, GETDATE())) and RSV_Date < dateadd(day, -(#Days#), GETDATE())

Old charges and purge associated users if inactive since the purge date

This task is currently only visible to QMC and purges users who have been inactive since a fixed date (1/1/2009) and waives charges and clears reserves as part of the process. Charge waiver details are written as a message against the user record. Example: “Old unpaid charges have been waived i.e. charges prior to : 1/01/2009 Waived : $18.60”

An override option allows a limit to be placed on the number of records to be processed, but there is no read-only option. A log is written to the Work folder as PURGES_OLDUSERCHARGES_<date>_<time>.txt

27456

Users – inactive

This task purges users who have been inactive for a default value of 2 years – bypassing those with loans, charges, reserves, etc. The default is controlled by a new Enterprise parameter setting:

UsersDeleteInactiveYrs

and determines the number of Years by which to purge inactive users. Libraries will be able to change this year setting once they get updated Backroom/Desktop versions allowing for this new Enterprise value. An override option allows a limit to be placed on the number of records to be processed, but there is no read-only option. A log is written to the Work folder as PURGES_INACTIVEUSERS_<date>_<time>.txt

Debar user record if age based user type turns into an adult

This update is different from the relationship removal at passing an age. In this case, when a user reaches 18, the Task sets a specific debarral for the user. This is set by Backroom of this date or later, but if installing ahead of that Backroom release, the SQL required is:

insert into User_UserCodes values ('A', 'DEB', '-', '93', , 'eng', 'Reregistration required as Adult', , , 'A', '1', '0', '1', '0', , '0', '0')

The Task also sets the user’s status to Review, and clears acceptance of library conditions. This then forces a new process of that acceptance, and presentation of such proofs as the library requires for an adult, as opposed to their previous status. The process uses the User Type parameters to identify types to be updated.