[OPEN-ILS-GENERAL] View Holds Screen

[Ben Shum]

Hi Fiona,

I'm not too familiar with this area of Evergreen (in our consortium,
people share and want to see everything), but I remember in the old
days there's opt-in settings for patrons to say whether or not they
give permission to be viewed at different libraries within a system.
My recollection was that Sitka, Conifer, or Michigan libraries made
use of these features.

I'll see what I can dig up, or maybe this reply with spark an idea
with someone who knows more about the current state of patron opt-in
functionality.

-- Ben

On Wed, Apr 9, 2014 at 10:25 AM, Borthwick, Fiona
<fiona.borthwick at ptfs-europe.com> wrote:
> Hi,
>
> I really hope someone in the community can help with a problem that one of
> our customers has.  There are 2 specific issues with the View Holds screen.
>
> The consortium in question operate as 4 separate authorities when it comes
> to holds so there is no interlending between the different systems.  The
> Hold Policies are set up to retrospectively block holds from a different
> system.  As a result no hold weighting policies or equivalent have been
> configured.
>
> The Patron Opt-In Boundary and Patron Opt-In Default settings have a value
> of 1 (system) and I can confirm that this behaves as we would expect in a
> patron search - i.e. a search will only find patrons that have a home
> library within your org unit tree.
>
> Our customer's test server is at 2.5.3 where these scenarios persist:
>
> 1)  There can be a large number of holds on a popular bestseller.  When you
> go to the View Holds screen, you see the list of all holds for the entire
> consortium.
>
> There is a filter option which allows you to filter on either pickup library
> or requesting library but this is a specific branch.  Our customer needs to
> be able to see the holds queue for their whole system at once.  It is not
> necessary to see the holds for the other systems in the consortium.
>
> 2)  This is a more serious problem.  Due to the above scenario - i.e. the
> ability to see all consortium holds, it has become apparent that you can
> access a patron record from another system.  From the View Holds Screen,
> highlight a hold and then select 'Retrieve Patron' from the Actions menu.
> You are taken straight into the patron record even if this patron belongs to
> another system (different org unit hierarchy).
>
> Can anyone shed any light on how to control this please?  This customer only
> wants to be able to see their own local authority's holds and more
> importantly be prevented from being able to access a patron record that
> doesn't belong to them.
>
> Many thanks in advance for any help.
>
> Fiona
>
> --
>
> 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) 131 2088578  (direct dial)
> +44 (0) 800 756 6384 (fax)
> fiona.borthwick at ptfs-europe.com
> skype: fionaborthwick1
>
> http://www.ptfs-europe.com



-- 
Benjamin Shum
Evergreen Systems Manager
Bibliomation, Inc.
24 Wooster Ave.
Waterbury, CT 06708
203-577-4070, ext. 113