[OPEN-ILS-GENERAL] Viewing Patron Records

[Fiona Borthwick]

Hello Janine,

We recently fixed this for a Scottish consortium that we are working 
with.  They are using EG version 2.1.0.  Presently the consortium has 2 
public library authorities (already increasing with new members coming 
on board soon) so it was essential that this area was addressed 
efficiently.  The local authorities wanted to be able to retrieve ONLY 
their own patron records and never see the patrons that belong to the 
other local authority.

We experimented with permissions for a while before establishing that 
they did not control this behaviour.

We initially looked at the patron opt-in feature which allows you to 
restrict searching to your library branch ONLY (looks to the org unit 
set as your workstation).  If this is in place, you can then opt-in 
users from other branches if required.  This worked at 2.1 but was not a 
satisfactory solution for our customers as they wanted to be able to see 
patrons for all org units configured at their system level.  We believe 
that this should be possible in Evergreen 2.2 as there is a further 
enhancement to the opt-in feature which allows you to define the depth 
of your search.  So it may be worth waiting until you can upgrade to 2.2 
to test this.

In the meantime we were able to provide a solution by changing 
server/patron/search_result.js to hard-code the search depth as our 
customers were happy to only allow system searching across the board as 
this protected their data in the right way for them.  The drop down list 
allowing you to search Everywhere, Local System or Branch still displays 
but does not have any function as the code is hard wired.

Hope this helps. Do let us know if you require any further information.

Best wishes,
Fiona

On 24/04/2012 15:14, Janine wrote:
> Good morning,
>
> We have a group of public libraries who will be sharing an Evergreen 
> server.  There been concern from one of the boards about other 
> libraries seeing their patron records.  I've experimented with 
> different permissions and ways to set up the permission groups but so 
> far I'm still able to view other libraries' patron records.  I do get 
> a bunch of pop-ups saying to log in with authorization but if I cancel 
> it 3 or 4 times I'm in the record and it all works.
>
> Has anyone successfully set up Evergreen so that librarians at one 
> library cannot view patron records for another library on the same 
> server?
>
> Thanks,
> Janine
>

-- 
Fiona Borthwick
Customer Services Consultant, PTFS Europe Limited
Content Management and Library Solutions

+44 (0) 800 756 6803  (phone)
+44 (0) 7540 768230  (mobile)
+44 (0) 800 756 6384 (fax)
fiona.borthwick at ptfs-europe.com
skype: fionaborthwick1

http://www.ptfs-europe.com