Goal

1. Improve the reliability of how we find virtual patrons in Polaris.

2. Step towards understanding the viability of virtual patron deletion in Polaris.

Findings:

In Scope

• Polaris LMS only

• Define how we currently find virtual patron in Polaris

• Define how we currently create (unique) virtual patrons in Polaris, such that we can identify them reliably later

• Identify possible data anomalies that are resulting in

  • missed: we don't find a patron that is there (resulting in duplicate patron error -3259)

  • ambiguous matches: we find multiple patrons

  • false positives: we find the wrong patron

• Identify gaps in our algorithm to find virtual patron that reduces the matching anomalies

• Identify opportunities for improved diagnostics

• Assess viability of virtual patron deletion

• Identify appropriate query to determine all DCB virtual patrons in local systems, and whether they have in-flight requests.

• Determine additional characteristics needed to supplement virtual patron search to support reliable deletion.

Out of scope

• Other LMS

• Changes to the existing algorithm

• Virtual patron deletion