[OPEN-ILS-GENERAL] Patron Opt-in configuration affecting circ retention

[Jim Frey]

Pioneer Library System is upgrading Evergreen to version 2.2 and I have some questions about the patron "opt-in" features, circulation anonymization, and library and global flag settings. I assume that when a patron opts in , he is giving permission for the system to retain his circulation history starting from the date of opting-in (which would be necessary in order to flag items in searches that have been previously checked out). In other words, if Evergreen were configured to retain a maximum of 10 (closed?) circs per patron ( global flag / history.circ.retention_count ), the limit would not apply to the patron after the opt-in start date. Nor would his circs be affected by the age limit (global flag / history.circ.retention_age ). The circ history of anyone who has not opted-in, however, would be scrubbed, and older circs would periodically be deleted from action.circulation and added to action.aged_circulation . Is this correct? 

There are several related library settings that need better explanation: 

    • Patron Opt-In Boundary 
    • Patron Opt-In Default 

I've read their descriptions but I don't follow the idea of 'depth' related to the opt-in process or org-units and workstations. 

I assume that history.circ.retention_age is a Postgres interval, such as '2 years'. I also assume that once history.circ.retention _age or history.circ.retention_count is set, the system will automatically start anonomyzing patron circs (daily?). Yes? Maybe? 

Please clarify. 

Thanks, 
Jim Frey 
Systems & Emerging Technology Librarian 

Pioneer Library System 
2557 State Rt. 21 
Canandaigua, New York 14424 

Voice: (585) 394-8260 
Fax: (585) 394-1935 

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