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
