Hello Janine,

We recently fixed this for a Scottish consortium that we are working with. They are using EG version 2.1.0. Presently the consortium has 2 public library authorities (already increasing with new members coming on board soon) so it was essential that this area was addressed efficiently. The local authorities wanted to be able to retrieve ONLY their own patron records and never see the patrons that belong to the other local authority.

We experimented with permissions for a while before establishing that they did not control this behaviour.

We initially looked at the patron opt-in feature which allows you to restrict searching to your library branch ONLY (looks to the org unit set as your workstation). If this is in place, you can then opt-in users from other branches if required. This worked at 2.1 but was not a satisfactory solution for our customers as they wanted to be able to see patrons for all org units configured at their system level. We believe that this should be possible in Evergreen 2.2 as there is a further enhancement to the opt-in feature which allows you to define the depth of your search. So it may be worth waiting until you can upgrade to 2.2 to test this.

In the meantime we were able to provide a solution by changing server/patron/search_result.js to hard-code the search depth as our customers were happy to only allow system searching across the board as this protected their data in the right way for them. The drop down list allowing you to search Everywhere, Local System or Branch still displays but does not have any function as the code is hard wired.

Hope this helps. Do let us know if you require any further information.

Best wishes,
Fiona

On 24/04/2012 15:14, Janine wrote:
Good morning,

We have a group of public libraries who will be sharing an Evergreen server. There been concern from one of the boards about other libraries seeing their patron records. I've experimented with different permissions and ways to set up the permission groups but so far I'm still able to view other libraries' patron records. I do get a bunch of pop-ups saying to log in with authorization but if I cancel it 3 or 4 times I'm in the record and it all works.

Has anyone successfully set up Evergreen so that librarians at one library cannot view patron records for another library on the same server?

Thanks,
Janine


--
Fiona Borthwick
Customer Services Consultant, PTFS Europe Limited
Content Management and Library Solutions

+44 (0) 800 756 6803  (phone)
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