Voyager to Alma Migration Query: Patron Groups in Use

When migrating from Voyager to Alma, you may want to simplify your patron groups. This query may assist you in doing that by identifying patron groups in Voyager that are not in use (or rarely used).

This query and its related subquery, which can be run using Voyager's Prepackaged Access Reports, counts the number of patrons assigned to each group, showing whether the barcode and the patron record are active.

Subquery: This subquery lists that patron_id and patron group code, and determines whether the barcode is active and whether the patron record is unexpired.  Save this under the name “Patron Groups Assigned to Locals Subquery” but don’t run it.

SELECT PATRON_BARCODE.PATRON_ID, PATRON_BARCODE.PATRON_GROUP_ID,
IIf([patron_barcode].[barcode_status]='1','Barc Active','Barc Inactive') AS Barc_Status,
IIf([patron].[expire_date]>Now(),'Pat Rec Active','Pat Rec Expired') AS Patron_Status
FROM PATRON_BARCODE INNER JOIN PATRON ON PATRON_BARCODE.PATRON_ID = PATRON.PATRON_ID
WHERE (((PATRON.DB_ID)='0' Or (PATRON.DB_ID) Is Null));

Main Query: This compares the list of patron groups to the results of the subquery and does the counts.  Save it under any name you wish and run it.

SELECT PATRON_GROUP.PATRON_GROUP_CODE, PATRON_GROUP.PATRON_GROUP_NAME,
[Patron Groups Assigned to Locals Subquery].Barc_Status,
[Patron Groups Assigned to Locals Subquery].Patron_Status,
Count([Patron Groups Assigned to Locals Subquery].PATRON_GROUP_ID) AS Count
FROM PATRON_GROUP LEFT JOIN [Patron Groups Assigned to Locals Subquery]
ON PATRON_GROUP.PATRON_GROUP_ID =
[Patron Groups Assigned to Locals Subquery].PATRON_GROUP_ID
GROUP BY PATRON_GROUP.PATRON_GROUP_CODE, PATRON_GROUP.PATRON_GROUP_NAME,
[Patron Groups Assigned to Locals Subquery].Barc_Status,
[Patron Groups Assigned to Locals Subquery].Patron_Status
ORDER BY PATRON_GROUP.PATRON_GROUP_CODE,
[Patron Groups Assigned to Locals Subquery].Barc_Status,
[Patron Groups Assigned to Locals Subquery].Patron_Status;

For other queries that may be useful, see my "Surviving Almanado: tips for a successful pre-implementation" presentation's Accompanying Materials.
 
If you need assistance in running custom SQL queries in Prepackaged Access Reports, consult the Voyager Customer Listserv.