Re: [OPEN-ILS-GENERAL] Reading History opt in on patron application

[Josh Stompro]

Hello Diane, this doesn’t change how the circ history can be accessed.  It is 
still only available in the catalog when a customer logs into their account.  
It just allows staff to enable the feature in the patron registration screen, 
or patron edit screens.

Josh Stompro - LARL IT Director

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Diane 
Disbro
Sent: Friday, January 26, 2018 9:52 AM
To: 'Evergreen Discussion Group' 
Subject: Re: [OPEN-ILS-GENERAL] Reading History opt in on patron application

Good morning –

If the option of saving circ history is enabled during registration, is that 
history visible on the staff client or only on the OPAC?

Thank you.

Diane Disbro
Circulation Coordinator/Branch Manager
Union Branch
Scenic Regional Library
308 Hawthorne Drive
Union, MO 63084
(636) 583-3224
www.scenicregional.org<http://www.scenicregional.org>



From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Josh 
Stompro
Sent: Friday, January 26, 2018 8:48 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Reading History opt in on patron application

Hello, I just wanted to revisit this topic since I had a chance to look into 
the implementation side.  We have discussed the “should we do this at all” on 
our end and have decided that it is something we want to offer.  Specifically 
allowing staff to enable the circ history for customers.  I want to thank 
everyone for sharing their thoughts on this issue.  The feature mentioned by 
Eva, allowing staff to be alerted based on the users circ history at checkout 
was quite interesting.  That would be very useful for some of our customers 
that seem to devour some genre fiction.  I created bug #1745623 for that 
feature request.

It was really easy to add it, and the enabling part just works.  I should 
mention that we are still using the XUL client, I don’t know if this works with 
the web client yet.

The circ history is controlled by a pair of user settings, 
history.circ.retention_age and history.circ.retention_start.  If either of 
those exist for a user and have a non-blank value then the circ history is kept 
for that user.  When enabling the circ history in the catalog, only 
history.circ.retention_start gets set, and gets set to the current date.  But 
the value doesn’t actually matter, it just needs to be non-blank to be 
considered true.

To trigger that preference to show up in the patron registration screen, you 
need to assign it as an opt in setting type of a dummy action_trigger event 
definition.  I just created one based on the au.created hook, but I think that 
any passive hook would work.  The event def doesn’t even need to be enabled for 
it to work.

I also went into the user_settings type editor and changed the label for 
history.circ.retention_start so that it is called “Save my Checkout History”.  
We might change that in the future since that label isn’t exposed to customers 
in the catalog to something more staff focused.

After those steps the preference will show up on the patron registration 
screen.  The sorting of it seems to be based on the hidden name of the user 
setting, not the label.  So in our case it puts that preference first.  That 
isn’t ideal for us, but not that big of a deal.

If the preference is set by staff during registration or afterwards, it changes 
the value of the user setting to ‘true’.  Since the circ history just needs the 
setting to have a non-blank value this enables it.  If customers then disable 
the feature from the catalog, the feature gets turned off correctly and the 
circ history is purged like normal.  When staff turn off the feature the 
setting gets changed to ‘false’ and the circ history isn’t purged.  The setting 
of ‘false’ is non blank, so the history stays on.   So the one scheduled change 
we will run daily is to look for those situations and delete the setting and 
delete the circ history.   We will just make it clear to staff that deleting 
the circ history is completed overnight.  In some ways this is a nice safety 
feature.  Customers get a confirmation dialog for removing their circ history.  
This give staff a chance to realize they checked the wrong box and undo their 
change.  The batch query that we will run is at 
https://gist.github.com/stompro/e1f3a377ee6b7e044c285b482a1e0a50

The batch process could also add extra notifications to the user about this 
feature being enabled or disabled.  We could add a message to the message 
center, send an email, send a text, etc.

In the future, I think the settings for enabling the circ history will be moved 
to a single Boolean setting, which should integrate with the staff access 
better.  The current two settings made sense back when the circ history was 
looking directly at circulation transactions, but now that it is stored 
separately it doesn’t make as much sense.  There is a comment in the circ 

Re: [OPEN-ILS-GENERAL] Reading History opt in on patron application

[Diane Disbro]

Good morning –

 

If the option of saving circ history is enabled during registration, is that 
history visible on the staff client or only on the OPAC?

 

Thank you.

 

Diane Disbro

Circulation Coordinator/Branch Manager

Union Branch

Scenic Regional Library

308 Hawthorne Drive

Union, MO 63084

(636) 583-3224

www.scenicregional.org

 

 

 

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Josh 
Stompro
Sent: Friday, January 26, 2018 8:48 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Reading History opt in on patron application

 

Hello, I just wanted to revisit this topic since I had a chance to look into 
the implementation side.  We have discussed the “should we do this at all” on 
our end and have decided that it is something we want to offer.  Specifically 
allowing staff to enable the circ history for customers.  I want to thank 
everyone for sharing their thoughts on this issue.  The feature mentioned by 
Eva, allowing staff to be alerted based on the users circ history at checkout 
was quite interesting.  That would be very useful for some of our customers 
that seem to devour some genre fiction.  I created bug #1745623 for that 
feature request.

 

It was really easy to add it, and the enabling part just works.  I should 
mention that we are still using the XUL client, I don’t know if this works with 
the web client yet.

 

The circ history is controlled by a pair of user settings, 
history.circ.retention_age and history.circ.retention_start.  If either of 
those exist for a user and have a non-blank value then the circ history is kept 
for that user.  When enabling the circ history in the catalog, only 
history.circ.retention_start gets set, and gets set to the current date.  But 
the value doesn’t actually matter, it just needs to be non-blank to be 
considered true.

 

To trigger that preference to show up in the patron registration screen, you 
need to assign it as an opt in setting type of a dummy action_trigger event 
definition.  I just created one based on the au.created hook, but I think that 
any passive hook would work.  The event def doesn’t even need to be enabled for 
it to work.

 

I also went into the user_settings type editor and changed the label for 
history.circ.retention_start so that it is called “Save my Checkout History”.  
We might change that in the future since that label isn’t exposed to customers 
in the catalog to something more staff focused.

 

After those steps the preference will show up on the patron registration 
screen.  The sorting of it seems to be based on the hidden name of the user 
setting, not the label.  So in our case it puts that preference first.  That 
isn’t ideal for us, but not that big of a deal.

 

If the preference is set by staff during registration or afterwards, it changes 
the value of the user setting to ‘true’.  Since the circ history just needs the 
setting to have a non-blank value this enables it.  If customers then disable 
the feature from the catalog, the feature gets turned off correctly and the 
circ history is purged like normal.  When staff turn off the feature the 
setting gets changed to ‘false’ and the circ history isn’t purged.  The setting 
of ‘false’ is non blank, so the history stays on.   So the one scheduled change 
we will run daily is to look for those situations and delete the setting and 
delete the circ history.   We will just make it clear to staff that deleting 
the circ history is completed overnight.  In some ways this is a nice safety 
feature.  Customers get a confirmation dialog for removing their circ history.  
This give staff a chance to realize they checked the wrong box and undo their 
change.  The batch query that we will run is at 
https://gist.github.com/stompro/e1f3a377ee6b7e044c285b482a1e0a50

 

The batch process could also add extra notifications to the user about this 
feature being enabled or disabled.  We could add a message to the message 
center, send an email, send a text, etc.  

 

In the future, I think the settings for enabling the circ history will be moved 
to a single Boolean setting, which should integrate with the staff access 
better.  The current two settings made sense back when the circ history was 
looking directly at circulation transactions, but now that it is stored 
separately it doesn’t make as much sense.  There is a comment in the circ 
history database function about changing it someday. bug #1745624

 

Josh Stompro - LARL IT Director

 

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Rogan 
Hamby
Sent: Wednesday, October 18, 2017 5:06 PM
To: Evergreen Discussion Group 
Subject: Re: [OPEN-ILS-GENERAL] Reading History opt in on patron application

 

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 assis

Re: [OPEN-ILS-GENERAL] Reading History opt in on patron application

[Josh Stompro]

Hello, I just wanted to revisit this topic since I had a chance to look into 
the implementation side.  We have discussed the “should we do this at all” on 
our end and have decided that it is something we want to offer.  Specifically 
allowing staff to enable the circ history for customers.  I want to thank 
everyone for sharing their thoughts on this issue.  The feature mentioned by 
Eva, allowing staff to be alerted based on the users circ history at checkout 
was quite interesting.  That would be very useful for some of our customers 
that seem to devour some genre fiction.  I created bug #1745623 for that 
feature request.

It was really easy to add it, and the enabling part just works.  I should 
mention that we are still using the XUL client, I don’t know if this works with 
the web client yet.

The circ history is controlled by a pair of user settings, 
history.circ.retention_age and history.circ.retention_start.  If either of 
those exist for a user and have a non-blank value then the circ history is kept 
for that user.  When enabling the circ history in the catalog, only 
history.circ.retention_start gets set, and gets set to the current date.  But 
the value doesn’t actually matter, it just needs to be non-blank to be 
considered true.

To trigger that preference to show up in the patron registration screen, you 
need to assign it as an opt in setting type of a dummy action_trigger event 
definition.  I just created one based on the au.created hook, but I think that 
any passive hook would work.  The event def doesn’t even need to be enabled for 
it to work.

I also went into the user_settings type editor and changed the label for 
history.circ.retention_start so that it is called “Save my Checkout History”.  
We might change that in the future since that label isn’t exposed to customers 
in the catalog to something more staff focused.

After those steps the preference will show up on the patron registration 
screen.  The sorting of it seems to be based on the hidden name of the user 
setting, not the label.  So in our case it puts that preference first.  That 
isn’t ideal for us, but not that big of a deal.

If the preference is set by staff during registration or afterwards, it changes 
the value of the user setting to ‘true’.  Since the circ history just needs the 
setting to have a non-blank value this enables it.  If customers then disable 
the feature from the catalog, the feature gets turned off correctly and the 
circ history is purged like normal.  When staff turn off the feature the 
setting gets changed to ‘false’ and the circ history isn’t purged.  The setting 
of ‘false’ is non blank, so the history stays on.   So the one scheduled change 
we will run daily is to look for those situations and delete the setting and 
delete the circ history.   We will just make it clear to staff that deleting 
the circ history is completed overnight.  In some ways this is a nice safety 
feature.  Customers get a confirmation dialog for removing their circ history.  
This give staff a chance to realize they checked the wrong box and undo their 
change.  The batch query that we will run is at 
https://gist.github.com/stompro/e1f3a377ee6b7e044c285b482a1e0a50

The batch process could also add extra notifications to the user about this 
feature being enabled or disabled.  We could add a message to the message 
center, send an email, send a text, etc.

In the future, I think the settings for enabling the circ history will be moved 
to a single Boolean setting, which should integrate with the staff access 
better.  The current two settings made sense back when the circ history was 
looking directly at circulation transactions, but now that it is stored 
separately it doesn’t make as much sense.  There is a comment in the circ 
history database function about changing it someday. bug #1745624

Josh Stompro - LARL IT Director

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Rogan 
Hamby
Sent: Wednesday, October 18, 2017 5:06 PM
To: Evergreen Discussion Group 
Subject: Re: [OPEN-ILS-GENERAL] Reading History opt in on patron application

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 on

Re: [OPEN-ILS-GENERAL] Reading History opt in on patron application

[Cerninakova Eva]

Rogan,

thanks for your note. I am glad I am sure about the current state now.
You are definitely  right about the workflow - if not thoroughly thought
out, such feature could potentially slow down the checkout process . I
think I will try to find out how this  is dealt with in other ILS and
libraries workflow ;-)

Eva










---
Mgr. Eva Cerniňáková
cer...@jabok.cz
Tel. +420 211 222 409

Knihovna Jabok
http:/knihovna.jabok.cz
Tel.  +420 211 222 410
Jabok - Vyšší odborná škola sociálně pedagogická a teologická
Salmovská 8, 120 00 Praha 2


2017-10-19 20:06 GMT+02:00 Terran McCanna :

> That's a great idea - I'll pass that along to our libraries, too.
>
> Terran McCanna
> PINES Program Manager
> Georgia Public Library Service
> 1800 Century Place, Suite 150
> <https://maps.google.com/?q=1800+Century+Place,+Suite+150+Atlanta,+GA+30345&entry=gmail&source=g>
> Atlanta, GA 30345
> <https://maps.google.com/?q=1800+Century+Place,+Suite+150+Atlanta,+GA+30345&entry=gmail&source=g>
> 404-235-7138 <(404)%20235-7138>
> tmcca...@georgialibraries.org
>
>
> On Thu, Oct 19, 2017 at 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.
>>
>>
>>
>> Thanks,
>>
>> Geoff Sams
>>
>> Library Manager
>>
>> Roanoke Public Library
>>
>> 817-491-2691 <(817)%20491-2691>
>>
>>
>>
>> *From:* Open-ils-general [mailto:open-ils-general-bounc
>> e...@list.georgialibraries.org] *On Behalf Of *Elaine Hardy
>> *Sent:* Thursday, October 19, 2017 7:54 AM
>> *To:* Evergreen Discussion Group > libraries.org>
>> *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."  http://www.ala.org/advocacy/in
>> tfreedom/librarybill/interpretations/privacy
>>
>>
>>
>> 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
>> <https://maps.google.com/?q=1800+Century+Place,+Ste.+150%0D+%0D+Atlanta,+GA+30045&entry=gmail&source=g>
>>
>> Atlanta, GA 30045
>> <https://maps.google.com/?q=1800+Century+Place,+Ste.+150%0D+%0D+Atlanta,+GA+30045&entry=gmail&source=g>
>>
>> 404.235.7128 <(404)%20235-7128> Office
>>
>> 404.548.4241 <(404)%20548-4241> Cell
>>
>> 404.235.7201 <(404)%20235-7201> FAX
>>
>>
>>
>> On Wed, Oct 18, 2017 at 6:05 PM, Rogan Hamby <
>> rha...@equinoxinitiative.org> 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 

Re: [OPEN-ILS-GENERAL] Reading History opt in on patron application

[Terran McCanna]

That's a great idea - I'll pass that along to our libraries, too.

Terran McCanna
PINES Program Manager
Georgia Public Library Service
1800 Century Place, Suite 150
Atlanta, GA 30345
404-235-7138
tmcca...@georgialibraries.org


On Thu, Oct 19, 2017 at 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.
>
>
>
> Thanks,
>
> Geoff Sams
>
> Library Manager
>
> Roanoke Public Library
>
> 817-491-2691 <(817)%20491-2691>
>
>
>
> *From:* Open-ils-general [mailto:open-ils-general-
> boun...@list.georgialibraries.org] *On Behalf Of *Elaine Hardy
> *Sent:* Thursday, October 19, 2017 7:54 AM
> *To:* Evergreen Discussion Group  georgialibraries.org>
> *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."  http://www.ala.org/advocacy/intfreedom/librarybill/
> interpretations/privacy
>
>
>
> 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
> <https://maps.google.com/?q=1800+Century+Place,+Ste.+150%0D+%0D+Atlanta,+GA+30045&entry=gmail&source=g>
>
> Atlanta, GA 30045
> <https://maps.google.com/?q=1800+Century+Place,+Ste.+150%0D+%0D+Atlanta,+GA+30045&entry=gmail&source=g>
>
> 404.235.7128 <(404)%20235-7128> Office
>
> 404.548.4241 <(404)%20548-4241> Cell
>
> 404.235.7201 <(404)%20235-7201> 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)
>
> email:  ro...@equinoxinitiative.org
>
> web:  http://EquinoxInitiative.org
>
>
>
> On Wed, Oct 18, 2017 at 2:44 PM, Josh Stompro 
> wrote:
>
> 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 un

Re: [OPEN-ILS-GENERAL] Reading History opt in on patron application

[Geoff Sams]

+1, that’s on my list of things to use it for!

Thanks,
Geoff Sams
Library Manager
Roanoke Public Library
817-491-2691

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Kathy 
Lussier
Sent: Thursday, October 19, 2017 10:16 AM
To: open-ils-general@list.georgialibraries.org
Subject: Re: [OPEN-ILS-GENERAL] Reading History opt in on patron application


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.

Kathy

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.

Thanks,
Geoff Sams
Library Manager
Roanoke Public Library
817-491-2691

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Elaine 
Hardy
Sent: Thursday, October 19, 2017 7:54 AM
To: Evergreen Discussion Group 
<mailto:open-ils-general@list.georgialibraries.org>
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."  
http://www.ala.org/advocacy/intfreedom/librarybill/interpretations/privacy

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 
mailto:rha...@equinoxinitiative.org>> 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)

email:  ro...@equinoxinitiative.org<mailto:ro...@equinoxinitiative.org>
web:  http://EquinoxInitiative.org

On Wed, Oct 18, 2017 at 2:44 PM, Josh Stompro 
mailto:stomp...@exchange.larl.org>> wrote:
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 
ma

Re: [OPEN-ILS-GENERAL] Reading History opt in on patron application

[Kathy Lussier]

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.


Kathy


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.


Thanks,

Geoff Sams

Library Manager

Roanoke Public Library

817-491-2691

*From:*Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] *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." 
http://www.ala.org/advocacy/intfreedom/librarybill/interpretations/privacy


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 
mailto:rha...@equinoxinitiative.org>> 
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)

email: ro...@equinoxinitiative.org
<mailto:ro...@equinoxinitiative.org>

web: http://EquinoxInitiative.org

On Wed, Oct 18, 2017 at 2:44 PM, Josh Stompro
mailto:stomp...@exchange.larl.org>>
wrote:

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,

Re: [OPEN-ILS-GENERAL] Reading History opt in on patron application

[Geoff Sams]

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.

Thanks,
Geoff Sams
Library Manager
Roanoke Public Library
817-491-2691

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] 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."  
http://www.ala.org/advocacy/intfreedom/librarybill/interpretations/privacy

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 
mailto:rha...@equinoxinitiative.org>> 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)

email:  ro...@equinoxinitiative.org<mailto:ro...@equinoxinitiative.org>
web:  http://EquinoxInitiative.org

On Wed, Oct 18, 2017 at 2:44 PM, Josh Stompro 
mailto:stomp...@exchange.larl.org>> wrote:
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 theo

Re: [OPEN-ILS-GENERAL] Reading History opt in on patron application

[Diane Disbro]

Good morning –

 

I think Elaine’s recommendation is spot on. We should give patrons information 
about this function and leave it up to them to enable, by themselves or with 
our coaching. Accessing the patron’s side of her account sort of defeats the 
purpose of having a “patron’s side.”

 

Diane Disbro

Circulation Coordinator/Branch Manager

Union Branch

Scenic Regional Library

308 Hawthorne Drive

Union, MO 63084

636-583-3224

 <mailto:ddis...@scenicregional.org> ddis...@scenicregional.org

www.scenicregional.org

 

 

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] 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."  
http://www.ala.org/advocacy/intfreedom/librarybill/interpretations/privacy

 

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)

email:  ro...@equinoxinitiative.org

web:  http://EquinoxInitiative.org

 

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

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

Re: [OPEN-ILS-GENERAL] Reading History opt in on patron application

[Elaine Hardy]

​
​​
​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."
http://www.ala.org/advocacy/intfreedom/librarybill/interpretations/privacy

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)
>
> email:  ro...@equinoxinitiative.org
> web:  http://EquinoxInitiative.org
>
> On Wed, Oct 18, 2017 at 2:44 PM, Josh Stompro 
> wrote:
>
>> 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 changed)
>>
>>
>>
>> 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

Re: [OPEN-ILS-GENERAL] Reading History opt in on patron application

[Rogan Hamby]

Hi Eva,

I could certainly see that being a developed feature.  I certainly can
think of a lot of handy situations for it and it's certainly doable.  I'm
thinking of the folks that come in an bulk check out by genre and check out
20 items at a time because they assume they've read at least half of them
and won't remember until they are a chapter into the book.

I would be a little worried about the workflow and if it was meant as a
preventive (i.e. give them a chance to not check the item out) that there
might be a speed/timing issue so it might take a bit of thought of the best
way to do it.





Rogan Hamby

Data and Project Analyst

Equinox Open Library Initiative

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

email:  ro...@equinoxinitiative.org
web:  http://EquinoxInitiative.org

On Wed, Oct 18, 2017 at 6:24 PM, Cerninakova Eva  wrote:

> Hi,
>
> I know it is a little bit out of the topic, but I have another question
> regarding patrons reading history:
>
> We were asked by some libraries, whether it is possible in Evergreen to
> alert staff at checkout in cases when a patron had already borrowed the
> same book before. Such feature is available in most of the ILS that are
> used  in the Czech Republic  and patrons  (and librarians too) find it
> quite useful.
>
> Is there such possibility in Evergreen? I don't think so, but I just want
> to be sure.
>
> By the way, Czech libraries would also appreciate reading history opt in
> on  patron application ;-)
>
> Eva
>
> ---
>
> Mgr. Eva Cerniňáková
> cer...@jabok.cz
> Tel. +420 211 222 409 <+420%20211%20222%20409>
>
> Knihovna Jabok
> http:/knihovna.jabok.cz
> Tel.  +420 211 222 410 <+420%20211%20222%20410>
> Jabok - Vyšší odborná škola sociálně pedagogická a teologická
> Salmovská 8, 120 00 Praha 2
> 
>
> Odesláno pomocí AquaMail pro Android
> http://www.aqua-mail.com
>
>
> --
>
> Dne 18. října 2017 11:43:39 odpoledne Aubrey Area Library <
> aubreyarealibr...@gmail.com> napsal:
>
>> Hey Josh,
>>
>> An interesting proposal. I think it would be a neat addition to to add to
>> patron registration process.
>>
>> Like Terran, staff being able to view a patrons reading history would be
>> better off as a togglable library setting. The fact that we can retrieve a
>> patrons reading history is a somewhat guarded secret due to privacy
>> concerns in our consortium.
>>
>> Thanks,
>> Jordan Woodard
>> Aubrey Area Library
>>
>> On Wed, Oct 18, 2017 at 1:44 PM, Josh Stompro > > wrote:
>>
>>> 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 changed)
>>>
>>>
>>>
>>> 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.
>>>
>>>
>>>
>>> Josh
>>>
>>>

Re: [OPEN-ILS-GENERAL] Reading History opt in on patron application

[Cerninakova Eva]

Hi,

I know it is a little bit out of the topic, but I have another question 
regarding patrons reading history:


We were asked by some libraries, whether it is possible in Evergreen to 
alert staff at checkout in cases when a patron had already borrowed the 
same book before. Such feature is available in most of the ILS that are 
used  in the Czech Republic  and patrons  (and librarians too) find it 
quite useful.


Is there such possibility in Evergreen? I don't think so, but I just want 
to be sure.


By the way, Czech libraries would also appreciate reading history opt in on 
patron application ;-)


Eva



---

Mgr. Eva Cerniňáková
cer...@jabok.cz
Tel. +420 211 222 409

Knihovna Jabok
http:/knihovna.jabok.cz
Tel.  +420 211 222 410
Jabok - Vyšší odborná škola sociálně pedagogická a teologická
Salmovská 8, 120 00 Praha 2



Odesláno pomocí AquaMail pro Android
http://www.aqua-mail.com

 




--
Dne 18. října 2017 11:43:39 odpoledne Aubrey Area Library 
 napsal:



Hey Josh,

An interesting proposal. I think it would be a neat addition to to add to
patron registration process.

Like Terran, staff being able to view a patrons reading history would be
better off as a togglable library setting. The fact that we can retrieve a
patrons reading history is a somewhat guarded secret due to privacy
concerns in our consortium.

Thanks,
Jordan Woodard
Aubrey Area Library

On Wed, Oct 18, 2017 at 1:44 PM, Josh Stompro 
wrote:


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 changed)



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.



Josh



Lake Agassiz Regional Library - Moorhead MN larl.org

Josh Stompro | Office 218.233.3757 EXT-139 <(218)%20233-3757>

LARL IT Director | Cell 218.790.2110 <(218)%20790-2110>







--

If you need further assistance, please contact the library at 940-365-9162
or send a reply email.
Thank You, The Library Staff

226 Countryside Dr., Aubrey, TX 76227

Re: [OPEN-ILS-GENERAL] Reading History opt in on patron application

[Rogan Hamby]

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)

email:  ro...@equinoxinitiative.org
web:  http://EquinoxInitiative.org

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

> 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 changed)
>
>
>
> 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.
>
>
>
> Josh
>
>
>
> Lake Agassiz Regional Library - Moorhead MN larl.org
>
> Josh Stompro | Office 218.233.3757 EXT-139 <(218)%20233-3757>
>
> LARL IT Director | Cell 218.790.2110 <(218)%20790-2110>
>
>
>

Re: [OPEN-ILS-GENERAL] Reading History opt in on patron application

[Aubrey Area Library]

Hey Josh,

An interesting proposal. I think it would be a neat addition to to add to
patron registration process.

Like Terran, staff being able to view a patrons reading history would be
better off as a togglable library setting. The fact that we can retrieve a
patrons reading history is a somewhat guarded secret due to privacy
concerns in our consortium.

Thanks,
Jordan Woodard
Aubrey Area Library

On Wed, Oct 18, 2017 at 1:44 PM, Josh Stompro 
wrote:

> 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 changed)
>
>
>
> 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.
>
>
>
> Josh
>
>
>
> Lake Agassiz Regional Library - Moorhead MN larl.org
>
> Josh Stompro | Office 218.233.3757 EXT-139 <(218)%20233-3757>
>
> LARL IT Director | Cell 218.790.2110 <(218)%20790-2110>
>
>
>



-- 

If you need further assistance, please contact the library at 940-365-9162
or send a reply email.
Thank You, The Library Staff

226 Countryside Dr., Aubrey, TX 76227

Re: [OPEN-ILS-GENERAL] Reading History opt in on patron application

[Terran McCanna]

I like the idea of having an opt-in checkbox on the registration page so
that would be similar to the default notification preferences, where the
patron could change it themselves later.

As far as staff seeing reading history though, there would need to be a
library setting - we would not enable that feature in PINES for patron
privacy purposes.

Terran McCanna
PINES Program Manager
Georgia Public Library Service
1800 Century Place, Suite 150
Atlanta, GA 30345
404-235-7138
tmcca...@georgialibraries.org


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

> 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 changed)
>
>
>
> 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.
>
>
>
> Josh
>
>
>
> Lake Agassiz Regional Library - Moorhead MN larl.org
>
> Josh Stompro | Office 218.233.3757 EXT-139 <(218)%20233-3757>
>
> LARL IT Director | Cell 218.790.2110 <(218)%20790-2110>
>
>
>

[OPEN-ILS-GENERAL] Reading History opt in on patron application

[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 changed)

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.

Josh

Lake Agassiz Regional Library - Moorhead MN larl.org
Josh Stompro | Office 218.233.3757 EXT-139
LARL IT Director | Cell 218.790.2110