Patrons (students and teachers) who are no longer members of your library community should be deactivated immediately and purged after reconciling their loan accounts. They can be deactivated individually or they can be deactivated in a batch or bulk process. Deactivation processing should be done after the EOY rollover and the import of new patrons, and at regular intervals throughout the year to cater for your community turnover.

Historical Circulation Statistics

Prior to removing patron accounts and associated records check Retain Deleted Patron Loans in Library System Settings to preserve historical circulation data for statistical analysis and reporting of past students. Preserving historical loans may result in more accurate reporting of resource usage over time. If you choose not to preserve historical circulation data any statistical circulation reports on resource usage will reflect only current patron usage and not historical patron usage.

Deactivate Patrons

Prior to purging patron accounts and their associated activity and loan history each candidate patron must be deactivated. Patrons can be manually deactivated one-by-one, or deactivated in bulk using a manual import option, or deactivated in bulk using an auto import option. Note: Deactivated patrons cannot login to Infiniti nor can they borrow items through circulation.

Manual Deactivation

1. Go to: SETTINGS> Users and search for the patron/s to deactivate. Note: Only deactivated patrons can be candidates for purge.
2. {user name} - click to open the user record.
3. Enabled -uncheck .
4. - save the change.
   
5. Repeat steps 2 to 4 to deactivate additional patrons.

Bulk Deactivate

1. Prepare a CSV file consisting of 2 columns - username, enabled. Note: Set enabled value = FALSE for each username.
2. Go to: SETTINGS> Users > Import.
3. Import the prepared CSV file.

Once deactivated, patron records should be purged.

Purge A Patron With No Outstanding Loans

Go to: Settings> Users > User Purge

Note: This is an irreversible and destructive process. You should read all the steps below carefully, proceed with caution, and process small numbers of removals in batches, checking results as you progress.

1. {patron name} - click to review patron's personal details.
2. Nominate the number of patrons to list per page (20, 50, 100, 200). Note: This number represents the number of patrons listed on the page and the maximum number of purges possible with each  operation.
3. To tag patrons for purge:
   1. Patrons with outstanding loans cannot be tagged as described here.
   2. - check box in the label row to mark all patrons displayed for purge. Note: The maximum number of purges possible per purge operation will not exceed the number displayed in the selection box.
   3. - check box adjacent to a patron's portrait to mark an individual patron for purge.
4. - purge checked patrons. Note: Purge patrons one page at a time before moving to the next page.
5. Confirm purge process. Note: The process may take some time to complete.