If patrons are excluded from Overdue, Bill notices or have their notification preference set to NONE, then any items they have CKO’d won’t go to lost.
You can use the follow SQL in the Patron Find Tool to locate patrons who match any of these criteria.
SELECT pr.PatronID
FROM polaris.polaris.PatronRegistration pr
WHERE
pr.DeliveryOptionID IS NULL OR
pr.ExcludeFromOverdues = 1 OR
pr.ExcludeFromBills = 1
Thank you for this! I had clunkier versions for each issue - but having it in one makes it so much faster.
I will second Christine’s sentiments. Thank you! 
Hi @wesochuck, Is there a similar query for patrons who have notices set to phone and long overdue (56+days) and have never received a phone bill and the item has never changed to Lost? Thanks.
@Leenie, by “a phone bill”, am I to understand that you contact your patrons by phone to inform them they have been billed? If so, what dialing provider do you use and how much detail do you provide in the voice message regarding the amount owed and/or the items billed? Thanks in advance!
We use Vega Interact for our phone notices and I looked at all the strings we set up for wording when we migrated and there isn’t one for bill so I have a feeling Vega can’t “phone” a bill. I’m testing over the next few days and will probably have to submit a ticket.
This is great @wesochuck , thank you. What can I add to the query to exclude Patron Code ‘Outreach’?
It would depend on how you identify your outreach patrons; if they have their own patron code, you’d find the ID number for that code and then put that ID in the REPLACE-THIS-OUTREACH-PATRON-ID-NUMBER in the SQL below.
SELECT pr.PatronID
FROM polaris.polaris.PatronRegistration pr
JOIN polaris.polaris.Patrons p
ON p.PatronID = pr.PatronID
WHERE p.PatronCodeID <> REPLACE-THIS-OUTREACH-PATRON-ID-NUMBER
AND (
pr.DeliveryOptionID IS NULL
OR pr.ExcludeFromOverdues = 1
OR pr.ExcludeFromBills = 1
);
Because I feel like it’s relevant, here are some language strings I just edited to discourage staff from using the “Exclude from…” notification options:
For ease of use, here are those string IDs:
SW_CI_RECIND_EXCLUDEFRMALMOVD
SW_CI_RECIND_EXCLUDEFRMBLLNG
SW_CI_RECIND_EXCLUDEFRMOVRDUENOT
I did a lot of experimentation in our Training environment to see what text I thought fit/looked the best, but that’s obviously up for debate. In any case, this is what that text looks like once implemented:
Overdue and Billing notices are the ones most immediately relevant to this thread, but we let auto-renew handle nearly all renewals, so it’s of local importance that people not opt out of those messages either.
