Delete borrower and stockitem history

Update Report Templates

The following report templates can be used in the Reports module to delete History if Update Entity is set to Y, and the report is run via the report Scheduler. The F7 Where statement is used to determine which records will be deleted.

Deletes/retains Borrower and Stockitem History records according to parameter set in Main > Supervisor > Installation – Circulation tab: Keep the last ### history records

• &BORHIST.QRP – Deletes Borrower History ACTIVITY records
• &BORHICT.QRP – Deletes Borrower History REPORTS records
• &STKHIST.QRP – Deletes Stockitem History ACTIVITY records
• &BORFIN.QRP – Deletes Borrower Financial Transactions records

Summary Report Templates

The following report templates can be used in the Reports module for Summary reports which will just give a count of the number of records being deleted when used in the Reports module if Update Entity is set to Y, and the report is run via the report Scheduler.

• &BORHISU.QRP – Deletes Borrower History ACTIVITY records & produces count of records deleted (based on &BORHIST.QRP)
• &BHICTSU.QRP – Deletes Borrower History REPORTS records & produces a count of records deleted (based on &BORHICT.QRP)
• &STKHISU.QRP – Deletes Stockitem History ACTIVITY records & produces a count of records deleted (based on &STKHIST.QRP)
• &BFINSU.QRP – Deletes Borrower Financial Transactions records & produces a count of the records deleted (based on &BORFIN.QRP)

Please Note:

• To remove the RETURN and ISSUE History you will need to run the Stockitem History deletion report
• To remove the HAS READ History you will need to run the Borrower history deletion report

Borrower

1. Go to Main > Reports > RepBorrower
2. Click the F1 New button – the Select Report Format screen will appear
3. Highlight the Borrower History report template you would like to use – &BORHIST.QRP (Borrower History) or &BORHISU.QRP (Borrower History Summary). You should locate these templates via Template name rather than Description, as these are multi-function templates and sometimes the Description refers to this alternate functionality
4. Click the OK button
5. Type in a Description – for example: Delete History > Years Old
6. Ensure the Update Entity (Y/N) column is set to Y
   
7. Click the F3 Save button
8. Select the F7 Where button to set up the selection parameters – this will bring up the Borrower Reports – Where screen
9. Enter the following Where search:
   1. Enter a start date: History Date >= enter a date in DD/MM/YYYY format – for example: 01/01/2010
   2. (Optional) Enter a finish date: History Date <= enter a date in DD/MM/YYYY format – for example: 10/10/2010 (a finish date is optional – if not inserted, the report will go up to the current date).
   3. (Optional) History Type LIKE READ
      (Use the Paste button to insert the parameter into the list at the bottom of the screen)
   4. (Optional) BorType = / BorType != - for example: BorType != H
   5. Click the F3 Save button when complete
      
10. (Not required for Summary only reports) Click the F9 Order button – this will bring up the Borrower Reports – Order By screen
    1. Select BorBarcode from the Columns list and arrow it across into the Order By list
    2. Select and arrow History Type and History Date
    3. Click the F3 Save button when complete

Stockitem

1. Launch the Amlib client
2. Go to Main > Reports > RepStockitem
3. Click the F1 New button – the Select Report Format screen will appear
4. Highlight the Stockitem History report template you would like to use – &STKHIST.QRP (Stock Item History List), or &STKHISU.QRP (Delete Item History (with Summary)). You should locate these templates via Template name rather than Description, as these are multi-function templates and sometimes the Description refers to this alternate functionality.
5. Click the OK button
6. Type in a Description – for example: Deleting Previous Years Loan Histories
7. Ensure the Create Fin (Y/N) column is set to Y
   
8. Click the F3 Save button
9. Select the F7 Where button to set up the selection parameters – this will bring up the Stockitem Reports – Where screen
10. Enter the following Where search:
    1. Enter a start date: History Date >= enter a date in DD/MM/YYYY format – for example: 01/01/2010
    2. (Optional) Enter a finish date: History Date <= enter a date in DD/MM/YYYY format – for example: 10/10/2010 (if not inserted, the report will go up to the current date).
    3. (Optional) History Type LIKE ISS OR History Type = ISSUE
       You can use ISSUE, RENEW OR RETURN
       (Use the Paste button to insert the parameter into the list at the bottom of the screen)
    4. Click the F3 Save button when complete
       
11. (Not required for Summary only reports) Click the F9 Order button – this will bring up the Stockitem Reports – Order By screen
    1. Select ItemNo from the Columns list and arrow it across into the Order By list
    2. Select and arrow History Type
    3. Select and arrow History Date
    4. Click the F3 Save button when complete

Start the Scheduler

1. From the Reports screen, select Application > RepStartSchedule
   
2. The Report Scheduler screen will then open
3. Select your printing options: Ensure Printing, E-mail and/or Save to File are ticked (you can tick all three if you intend on printing up multiple reports using multiple formats during a session)
4. Also decide If a report is scheduled by another user do you still want to print it? = Yes/No
   
5. Then click the OK button
6. After clicking OK, if you go back into the Application menu you will see that RepStartSchedule is now greyed out with a tick next to it – this indicates that the Scheduler is now running
   

Please Note: If you need to restart the scheduler at any point, you will need to log out of all Report screens (Ctrl + L) and start at the beginning of these instructions.

Scheduling the Report

1. With your report highlighted, select the F6 Print button – the Print dialogue box will open
2. Select from the following options:
   1. From:
      • Database (to search the entire database)
   2. To:
      • Printer
   3. Frequency:
      • Once Only
   4. Schedule:
      • First Print Date (leave as is)
      • First Print Time (leave as is)
   5. Selected Printer:
      • You can specify any active printer on the network to print to – including virtual printer drivers such as a third party software that allows you to print to PDF (For example: CutePDF Writer)
        
3. Once you have selected all of your settings, click the OK button

Check Print Progress

1. You can check the progress of your reports at any time by going into Main > Reports > RepPrintProgress
   
2. If your library uses the scheduler for a lot of reports, you can select a frequency type from the Filter drop-down menu at the top:
   
3. You can also click through the three tab options at the top to see the ones that are Waiting, Running, or have already been Printed
   
4. Your report will show up in “Printed” when it is complete