Updating Patron Codes by Age

You can set up parameters for the Patron Processing SQL job in Polaris System Administration (Web-Based) to automatically update patron records according to their age. This process is managed through the Patron Code Aging Rules table, available on all organization levels (System, Library, Branch).

The table allows you to define an age requirement after which the patron codes are automatically updated according to provided instructions. Additionally to patron codes, you can also update their statistical class, and apply a patron block.

To enable updating patron codes by age:

Allow Patron Aging Job setting must be set to Yes. It is located in the Settings tab of the Settings and Tables section, under the Patron Services module for all levels (System, Library, Branch).

Note:
Staff members require the Modify patron code aging rules table permission to edit the table and configure code update rules.

After all requirements are met, rules can be added or edited for patrons on all organization levels.

Entries in the table define the following:

  • ID: automatically assigned.

  • Organization: the level for which the rule is enabled; can be system-wide, or a specific library or branch.

  • Existing Patron Code: old patron level; removed automatically when the patron reaches the required age.

  • Change To Patron Code: new patron code; assigned automatically when the patron reaches the required age.

  • Patron Age: the required age for the patron code update.

  • Exclude Before Date: patrons born before the date set here will not be automatically updated.

  • Existing Statistical Class (optional): when patrons meet the age criteria for the patron code update, you can also update their statistical class. Statistical class updates through this rule only if the patron meets both the required age criteria, and their current statistical class matches the one listed in this field.

  • Change To Statistical Class (optional): when patrons reach the age required for automatic patron code update, their statistical class also updates to the value selected here, but only if their existing statistical class matches the one listed in the previous field.

Note:
Leaving both statistical class fields as "(None)" omits updating this value.

  • Patron Block (optional): add a block to prevent circulation until any required additional steps are taken; can be left as "(None)" to omit blocking.