We recently found and patched up this hole (and on some other screens, too, such as Item Status > Last Few circulations). We made EG check the opted-in table to block displaying patrons who have not opted-in. Staff will see a prompt for it.

This is done by Liam. He has marked it for pushing to upstream. I am not sure he's done it or not.

Tina




Quoting Mike Rylander <[email protected]>:

Ben,

You're recollecting correctly -- Sitka was the driver for the feature.
 I am not surprised that there are ways around the "wall", which was
primarily intended for stopping direct access without a link, but
allowing it when there is one -- such as when a "foreign" patron
checks out a "local" item.  I'm fairly certain that development would
be required to lock down this particular visibility leak, and that
there's no setting to expressly prevent it.


On Wed, Apr 9, 2014 at 3:21 PM, Ben Shum <[email protected]> wrote:
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
<[email protected]> 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)
[email protected]
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



--
Mike Rylander
 | Director of Research and Development
 | Equinox Software, Inc. / Your Library's Guide to Open Source
 | phone:  1-877-OPEN-ILS (673-6457)
 | email:  [email protected]
 | web:  http://www.esilibrary.com




Tina Ji
1-888-848-9250
Support Specialist
BC Libraries Cooperative/Sitka


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