Virtual Patron Cleanup

Incomplete INN-Reach (OhioLINK) transactions can leave 'artifacts' in our system. These create problems for future holds, check-outs, and inn-reach processing functions. Below are instructions for finding and fixing these incomplete transactions.

Millennium Procedure:

Create an item list with the following parameters:
Status = “-“
Message contains cancelled
Virtual patron and item record = exist
Due Date = “ - - “ (i.e. a blank due date)

Create an item list with the following parameters:
Status = “-“
Virtual patron and item record = exist
Due Date = “ - - “ (i.e. a blank due date)

  1. To find item records that have cancelled INN-Reach requests that have not been processed (this means the virtual patron record is hanging on to the record—which causes problems for the next INN-Reach patron who requests the item):
  2. To complete the cancellation process, do an INN-Reach remote checkout of these items; this will remove the “cancelled” message and complete the transaction
  3. To find items that have not been properly checked in:
  4. To remove the old virtual patron, edit the item record to change the status to “@” and then check the item in.  Doing a batch check-in will not work for these items, as it merely changes the status to “available”.
  5. Contact at Innovative:  Kevin Mitchell

Sierra Procedure:

Because of a known Sierra issue with using the search logic "equal to [blank]", Innovative recommends using instead the "n" operator.

Create an item list with the following parameters:

Status = “-“
Message contains cancelled
Virtual patron and item record = exist
Due Date = not exist (i.e. a blank due date)

Create an item list with the following parameters:
Status = “-“
Virtual patron and item record = exist
Due Date = not exist (i.e. a blank due date)

  1. To find item records that have cancelled INN-Reach requests that have not been processed (this means the virtual patron record is hanging on to the record—which causes problems for the next INN-Reach patron who requests the item):
  2. To complete the cancellation process, do an INN-Reach remote checkout of these items; this will remove the “cancelled” message and complete the transaction
  3. To find items that have not been properly checked in:
  4. To remove the old virtual patron, edit the item record to change the status to “@” and then check the item in.  Doing a batch check-in will not work for these items, as it merely changes the status to “available”.
  5. Contact at Innovative:  Kevin Mitchell

February 2015