[Evergreen-general] How are you using Privacy Waiver?

Diane Disbro ddisbro at scenicregional.org
Fri Jun 25 10:46:18 EDT 2021

If you reply to Elizabeth, please reply all. I am also interested in
hearing what you have to say!

Thank you.

Diane Disbro
Pronouns: she/her
Circulation Coordinator
Scenic Regional Library
251 Union Plaza Drive
Union, MO 63084
(636) 583-0652 ext  110
ddisbro at scenicregional.org

On Fri, Jun 25, 2021 at 9:08 AM Thomsen, Elizabeth via Evergreen-general <
evergreen-general at list.evergreen-ils.org> wrote:

> We're interested in learning more about how libraries are using the
> Privacy Waiver
> <https://docs.evergreen-ils.org/eg/docs/latest/admin/patron_registration.html#_privacy_waiver>
> feature.  This gives patrons a way to grant permission to one or more
> people to place holds, pickup holds, view borrowing history, or check out
> items on their account.  Patrons can add and edit this information in the
> OPAC, and staff can add and edit this in the Patron editor.  (See
> screenshots.)
> This feature doesn't actually control any circulation functions or link
> patron records together, it's really just an online permission slip, but
> this is a big step up from how we have handled these situations in the
> past, using notes, etc.  We turned this on shortly before the libraries
> closed, and now that they are open again, library staff have questions.
>    - *Pickup holds *-- This is the most straightforward situation, and
>    means that John has permission to pick up Mary's holds, and check them out
>    on Mary's card.  Do libraries ask John for any identification?  Do
>    libraries have situations where John wants to check out Mary's holds on his
>    own card?  How do they handle this?
>    - *Checkout items* -- This gives John permission to checkout items
>    that were not on hold.  Are there any issues here with him actually
>    presenting Mary's card or having staff look up Mary's card, or
>    identification issues?
>    - *Place holds* -- This allows John to make staff-placed holds on
>    Mary's account
>    - *View borrowing history* -- Can staff even view Mary's borrowing
>    history, assuming she has that turned on?  All the other features refer to
>    transactions with staff, and this "viewing" option doesn't seem to fit
>    here.  For active patrons, viewing history tends to be very unwieldy to
>    work with.  Or is this meant to imply that he can log into Mary's account,
>    in which case he could view her checkout history and place holds, but would
>    also have access to editing all her information and preferences, which
>    depending on the circumstances, may or may not be a good thing.
> This isn't the kind of feature you can actually test on the system, we're
> really just looking for help explaining these options to patrons and
> circulation staff.
> Thanks in advance!
> --
> Elizabeth B. Thomsen
> Member Services Manager
> NOBLE: North of Boston Library Exchange
> Danvers, Mass.
> www.noblenet.org
> _______________________________________________
> Evergreen-general mailing list
> Evergreen-general at list.evergreen-ils.org
> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general
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