Automated Database Cleanup Schedule

Modified on: Mon, 19 Aug, 2024 at 7:48 AM

SEO has several automated routines to clean the SirsiDynix Symphony database on a regular basis. Below is an overview of the timing.

Items

CLAIMS RETURNED: Items in claims returned for 1 year are removed from the patron record and checked out to the owning library DISCARD user.
DAMAGED: Items checked out to DAMAGED are removed after 1 year.
DISCARD: Items checked out to DISCARD are removed nightly or monthly depending on library preference.
INTRANSIT: Items in transit for over 60 days are marked as MISSING. Another item will then be able to fill the patron’s hold, if available.
LOST & PAID: Items that have been lost and paid for 1 year are removed.
MENDING: Items in MENDING status are removed after 1 year.
MISSING: Items marked as MISSING for are removed after 4 months.
ON-ORDER: ON-ORDER items are removed after 14 days if there are no holds. If there are holds, ON-ORDER items are removed once an item is attached or after 30 days.

Yearly, a patron purge will be completed with the following conditions:
- No activity in 3 years;
- No bills;
- No checkouts; and
- No holds.
In addition to the standard criteria, library directors can adjust the patron purge in the following conditions:
- User profile;
- Amount owed; and/or
- Lost items checked out.

Each month, SEO will send the following maintenance reports/reminders.

Date Sent: 1st of the month
Contact Group: Circulation & Location Managers
Reports to be ran:
1. MISSING Items
2. MENDING Items
3. DISPLAY Items
4. DAMAGED Items
5. CLAIMS-RETURNED Items
6. LOST-ASSUM & LOST-CLAIM Items
7. Holds Expiring Soon (optional)

Date Sent: 15th of the month
Contact Group: Cataloging Contacts
Reports to be ran:
1. AVAIL_SOON Location
2. CATALOGING Location
3. UNKNOWN Item Type

Lost & Paid Items Report