I believe the opt-in you found is different from circ retention. That
looks like the "patron has to opt-in to other libraries seeing their
information" stuff rather than circ history retention.
There are global flags specifically for circ history retention, and
user settings on top of that that (in 2.2 at least) override the
global flags right now. The global flags thus serve as a default.
Thomas Berezansky
Merrimack Valley Library Consortium
Quoting Jim Frey <jf...@pls-net.org>:
Pioneer Library System is upgrading Evergreen to version 2.2 and I
have some questions about the patron "opt-in" features, circulation
anonymization, and library and global flag settings. I assume that
when a patron opts in , he is giving permission for the system to
retain his circulation history starting from the date of opting-in
(which would be necessary in order to flag items in searches that
have been previously checked out). In other words, if Evergreen were
configured to retain a maximum of 10 (closed?) circs per patron (
global flag / history.circ.retention_count ), the limit would not
apply to the patron after the opt-in start date. Nor would his circs
be affected by the age limit (global flag /
history.circ.retention_age ). The circ history of anyone who has not
opted-in, however, would be scrubbed, and older circs would
periodically be deleted from action.circulation and added to
action.aged_circulation . Is this correct?
There are several related library settings that need better explanation:
? Patron Opt-In Boundary
? Patron Opt-In Default
I've read their descriptions but I don't follow the idea of 'depth'
related to the opt-in process or org-units and workstations.
I assume that history.circ.retention_age is a Postgres interval,
such as '2 years'. I also assume that once history.circ.retention
_age or history.circ.retention_count is set, the system will
automatically start anonomyzing patron circs (daily?). Yes? Maybe?
Please clarify.
Thanks,
Jim Frey
Systems & Emerging Technology Librarian
Pioneer Library System
2557 State Rt. 21
Canandaigua, New York 14424
Voice: (585) 394-8260
Fax: (585) 394-1935
