Thanks for the information, James.    Very helpful!

I found the functions that you mention.     The purge_circulations function is 
currently needs to be initiated manually or with a cron job, correct?

The setting for Historical Circulation Retention Age is treated as an interval 
in the function, so an example setting that someone might use would be "5 
years"?


Regards,

June

From: [email protected] 
[mailto:[email protected]] On Behalf Of James 
Fournie
Sent: Friday, January 13, 2012 2:30 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Global Flags for Historical Circulation 
Retention Age and Historical Circulations per Copy?

Hi June,

These settings are global settings which are related to circulation 
anonymization for privacy purposes.

The standard behavior is that when a circulation is deleted in the database, a 
Postgres trigger calls a function called action.age_circ_on_delete which 
anonymizes the circulation's patron down to a postal code, home library, user 
profile and birth year.  These are stored in a view which combines anonymized 
and non-anonymized circulations called action.all_circulations.

Normally, circulations don't get deleted, so this needs to be done manually to 
anonymize circulations.

To facilitate this, there is a database function called 
action.purge_circulations() which will purge circulations based on the 
following settings:

=== Global Settings ===

Historical Circulations per Copy
            - how many circs to hold onto per copy, if this is not set, then it 
will keep them all forever

Historical Circulation Retention Age
            - how long to hold onto circs before 'aging' and anonymizing them, 
if not set, will default to 2000 years

=== User Settings ===

Historical Circulation Retention Age
            - how long to keep circs
            - this value overrides the global value for the user this setting 
is set for the user

Historical Circulation Retention Start Date
            - the date to start retaining circs

Typically, the patron would set these settings in the OPAC, so the idea would 
be that the default is "don't keep my circs" and they would have access to a 
checkbox that says "keep my circs" which sets the start date, and a setting for 
"how long to keep my circs" which sets the retention age.  However, these 
settings are not implemented in the classic AJAX OPAC, although I believe they 
are implemented in the Template Toolkit PAC in 2.2 and in some of the KCLS OPAC 
skins for the AJAX OPAC.

The action.purge_circulations() function is not run by default, so all circs 
are kept by default.  I believe the idea is that a sysadmin should set that 
database function to run as a cron job at a regular interval if they wish to 
anonymize circs.

~James Fournie
BC Libraries Cooperative
Sitka Project

On 2012-01-13, at 6:10 AM, Rayner, June wrote:


Hi Folks

I'm working on the Server Administration section of the 2.1 documentation for 
DIG, and I haven't been able to find an explanation of what the global flags 
for Historical Circulation Retention Age and Historical Circulations per Copy 
do.    It looks like they are both enabled by default.      Can anyone please 
point me to some information about it, or explain?

Thank you!

June Rayner
ILS Application Team
(412) 622-1941
[email protected]<mailto:[email protected]>


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