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.

Bills

• Bills paid in full for over 5 years are be removed monthly.
• Yearly, unpaid bills will be purged at library discretion.

Patrons

• 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.

Maintenance Reports

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

Circulation Maintenance Reminder

• 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)

In Transit Maintenance Reminder

• Date Sent: 10th of the month
• Contact Group: Circulation & Location Managers
• Report to be ran: INTRANST over 21 Days Items (WorkFlows report)

Cataloging Maintenance Reminder

• 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

• Date Sent: 15th of the month
• Contact Group: Directors