[Wactclc-alma] patron purge question

[Thomas, Kirsti]

Amy,

Now that we're on ctcLink, I'm purging expired patron records that don't have loans or fines every quarter.  But I'm doing this is part because of our complicated situation of having 3 colleges.

We've run into situations several times over the years where HR and student services staff at one college forgot to check for existing records and accidentally created duplicate (or triplicate) records for the same individual.  Even though they eventually cleaned these records up in the SMS and PPMS systems, the duplicates patron records remained in the library system because there was no way for the SMS and PPMS systems to communicate to Voyager or Alma when multiple records were merged.

We also copy contact information into Alma as part of the daily patron load and I felt like it was a security risk to have this data in Alma for years and years when people didn't have materials checked out or owe us money.


It will be ok!

Kirsti S. Thomas
Library Technical Services Manager
Seattle Colleges
kirsti.thomas at seattlecolleges.edu<mailto:kirsti.thomas at seattlecolleges.edu>



From: Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu> On Behalf Of Herman, Amy
Sent: Tuesday, July 20, 2021 11:35
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu>
Subject: [Wactclc-alma] patron purge question

I can't make the meetings this summer because I'm staffing our in-person hours at 10am on Tuesdays and Thursdays.  But I have a quick question... How far back do you keep your patron records (without fines or fees) before you purge them using the "Purge User Records" function?  A few months or quarters?  1 year? 3 years?

Thanks!

Amy Herman
Library Faculty | Olympic College
1600 Chester Avenue | Bremerton, WA 98337
aherman at olympic.edu<mailto:aherman at olympic.edu> | 360-475-7256

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