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.borthw...@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.borthw...@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