For those Evergreen sites that are using the "New User Created Welcome Notice" action trigger, you could also add something to the template telling users how to enable the checkout history. Since they will be on a device or at a computer when they read the e-mail, they could just then follow the link to their account to immediately enable it.


On 10/19/2017 10:53 AM, Geoff Sams wrote:

We’ve created a document that stays in stock at the front desk that our staff are trained to hand out that details how to enable checkout history. This allows those that want to use the feature the option to do so without much trouble.

Those that are less able will always get help enabling the feature.

We try to let people know up front about that option, it doesn’t always happen but we do try.


Geoff Sams

Library Manager

Roanoke Public Library


*From:*Open-ils-general [] *On Behalf Of *Elaine Hardy
*Sent:* Thursday, October 19, 2017 7:54 AM
*To:* Evergreen Discussion Group <> *Subject:* Re: [OPEN-ILS-GENERAL] Reading History opt in on patron application



​From ALA's statement on privacy:

"In all areas of librarianship, best practice leaves the user in control of as many choices as possible. These include decisions about the selection of, access to, and use of information. Lack of privacy and confidentiality has a chilling effect on users’ choices. All users have a right to be free from any unreasonable intrusion into or surveillance of their lawful library use."

There may also be local and state laws that govern how a patron opts out of something that effects their privacy.

Rather than creating a potential avenue that would compromise patron confidentiality, I think it more appropriate to train front line staff to inform patrons of this functionality and give them instructions on how to utilize it. If the patron then needs further assistance, it can be given.​

J. Elaine Hardy

PINES & Collaborative Projects Manager

Georgia Public Library Service/PINES

1800 Century Place, Ste. 150

Atlanta, GA 30045

404.235.7128 Office

404.548.4241 Cell

404.235.7201 FAX

On Wed, Oct 18, 2017 at 6:05 PM, Rogan Hamby < <>> wrote:

    There's a lot to think about here. I do like the idea of the
    setting being on the patron registration page so that staff can
    turn it on and off for patrons as an assistance.  Actually, I
    think we should have had that for a long time now.  If you're
    doing this as a local hack how you do it is certainly up to you
    but if it's an actual change to Evergreen code the idea of tying
    it to a nightly cron job unnecessary.  There is a question about
    if older circs should get fed in but that might be tangential here
    and more about how the reading history works.

    I'm not fond of giving staff access to the history though.  Staff
    trusted with reporter permissions can do that anyway, to the
    extent that you haven't aged out circulations anyway.  It feels
    like an unnecessary threshold to cross or at least one that we
    shouldn't cross, on principle.  It does mean that patrons that
    want staff to see their reading history have to go to the step of
    giving it in some form to the staff but I feel like that's an
    acceptable price to pay for privacy.  But I know that some
    communities will probably see me as paranoid in that regard.

    If it was implemented I feel library options, patron toggling,
    protection for patron toggles, etc... would be needed.  It would
    be it's own viper nest of issues to sort through.

    Rogan Hamby

    Data and Project Analyst

    Equinox Open Library Initiative

    phone:  1-877-OPEN-ILS (673-6457)



    On Wed, Oct 18, 2017 at 2:44 PM, Josh Stompro
    < <>>

        Hello, we are running into the fact that many of our patrons
        that want to make use of a reading history, don’t find out
        about it until long after they sign up for an account. Many of
        these patrons are also non computer/online catalog users, so
        there is no chance that they would ever find the option to
        enable it themselves, and even if they knew about it, they
        wouldn’t be able to set it themselves. So they find out about
        it after talking with staff, and then get mad when they find
        out that it will only have their history starting at the point
        they sign up.  Since they don’t use computers, they need staff
        to walk them through (do it for them) logging into their
        account and finding the option, so it would be handy if staff
        could just do it for them.

        We could set the library setting to default the checkout
        history to being enabled, but we really don’t want to make
        that decision for everyone, and then put the onus on them to
        figure out how to use the catalog to turn it off.

        So we are considering adding an opt in checkbox to the patron
        application, along with a user setting that staff can check,
        to allow staff to enable the circ history at patron
        registration time.  The user setting being checked or
        unchecked would trigger a nightly process that would
        enable/disable the reading history for that account.

        In theory, this could result in a customer saying that they
        never signed up for the feature, saying that staff did it on
        their own.  But since it is already trivially easy for staff
        to log into the catalog as a customer, it seems like that
        would already be a problem. (staff know what the default pin
        numbers are based on, or could just change the pin, a customer
        that never uses the catalog would never know that the pin was

        Has anyone else done this or something like this? Is this a
        horrible idea?

        I think staff would also like to be able to access the patrons
        history from their staff stations, which would make readers
        advisory easier.  “Which Louis L’Amour titles haven’t I read yet”.

        We have had problems in the past with patrons physically
        marking books that they have read before, to make it easier
        for them to find the ones they haven’t read.


        Lake Agassiz Regional Library - Moorhead MN

        Josh Stompro     | Office 218.233.3757 EXT-139

        LARL IT Director | Cell 218.790.2110 <tel:%28218%29%20790-2110>

Kathy Lussier
Project Coordinator
Massachusetts Library Network Cooperative
(508) 343-0128

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