[OPEN-ILS-GENERAL] Circulation history for patrons?

[Mary Jinglewski]

Hi Jennifer,

There is the ability to keep Check Out History, as you previously found.
This ability to see Patron Check Out History is not available in the staff
client, as it is a privacy concern otherwise. Only patrons logged in
through their OPAC account can see this information if they choose to
opt-in.

Individually, patrons can actively choose to keep a record of their check
out history through My Account > Account Preferences > Search and History
Preferences tab. To save a history of the checked out items, the checkbox
beside "Keep history of checked out items?" must be checked, or selected.
If the patron deselects this checkbox and then saves, it will erase any
previously saved history. If the patron opts-in to save their check-out
history, the history will only start from the point of opt-in and onwards.

Jennifer, you asked a universal ON switch, which is somewhat possible. To
modify this across all patrons, you would need to go to Admin > Server
Administration > Global Flags.

You may have noticed that there is also an option for Holds History, which
Lise mentioned. "Holds History" can be viewed under the "Holds" tab. The
location of where to manage Holds History is the same as Check Out History.
In this case, "Keep history of holds?" would be the respective checkbox in
Account Preferences > Search and History Preferences. Modifying Holds
History would likewise involve Admin > Server Administration > Global Flags.

Best,
Mary

-- 
Mary Jinglewski
Training Services Librarian
| Equinox Software, Inc. / The Open Source Experts
| phone: 1-877-OPEN-ILS (673-6457)
| email: maryj at esilibrary.com
| web: http://www.esilibrary.com


On Thu, Jul 9, 2015 at 4:05 PM, Elisabeth Keppler <keppleep at forsyth.cc>
wrote:

> Hi Jennifer,
>
> Saving checkout and holds history is something that each patron must turn
> on if they want it.  Staff cannot see the histories, only the patron can
> and they must be logged in to do so.  Neither setting can be made
> retroactive, only items that are checked out or placed on hold *after*
> the settings are turned on will be captured.  It's an amazingly useful
> feature and we encourage our patrons who read a lot to use it.
>
> Thanks,
> Lise
>
> On Thu, Jul 9, 2015 at 3:45 PM, Walz, Jennifer <jlwalz at asbury.edu> wrote:
>
>>  All –
>>
>>
>>
>> Ok, while I’m on this kick…
>>
>>
>>
>>    I’m playing with the items in the My Account for our patrons, and I am
>> curious about the button for “Check Out History” in the “Items Checked Out”
>> tab.   Where does that information come from?   Is there a toggle for each
>> patron to keep track of their items?   Is this a universal “ON” thing for
>> all patrons, or does each patron have to turn this on?    Can this be
>> turned on or off by Library?    Is this something that we can see for ANY
>> patron in the staff view?    Where is this?
>>
>>
>>
>> Thanks!
>>
>>
>>
>> Jennifer
>>
>> --------------------------------------------------
>> Jennifer Walz, MLS - Head of ILS Curiosities
>> Kinlaw Library -  *Asbury University*
>> One Macklem Drive, Wilmore, KY 40390
>> 859-858-3511 ext. 2269
>> jlwalz at asbury.edu
>>
>>
>>
>
>
>
> --
> Lise Keppler, Technical Services
> Forsyth County Public Library
> 2851 Fairlawn Dr
> Winston Salem NC  27106
> 336-703-3048
>
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