How to add a GDPR consent field to the OPAC

How to add a GDPR consent field to the OPAC

It is possible to require patrons on the OPAC to consent to GDPR rules set by the library before they can self register or log into the OPAC.

Step 1 - Enable the GDPR_Policy system preference

Go to KOHA administration > Global System Preferences and search for GDPR.

This will bring you to two system preferences, the one related to this functionality is GDPR_Policy.

There are three options for this system preference:

Disabled

No request to consent to a GDPR policy will be enabled on the site.

Permissive

A request to consent to a GDPR policy will appear on the OPAC site, but it will not be mandatory.

Enforced

It will be mandatory for users to consent to a GDPR policy before they can use the OPAC site.

When this system preference is enabled, a field requesting the user consent to GDPR will appear on the OPAC self registration and on the user account on the OPAC.

GDPR policy during self registration

Navigate to the self registration form by clicking Register here on the OPAC.

This will take you to a new page with a self registration form. The exact format of this form will be different depending on various settings on your site, however, it should look something like this:

 



At the bottom of the form there will be the option for a new patron to agree to GDPR terms and conditions. 

If the GDPR_Policy is set to Enforced it will not be possible to complete self registration without consenting to the GDPR policy. 

If the system preference is set to Permissive consent will be requested, but it will still be possible to complete self registration without agreeing to the GDPR policy. 

GDPR policy at login

Once this system preference has been enabled, when an existing patron logs into the OPAC they will automatically be brought to their own record and will be asked to consent to the GDPR policy.


If the GDPR_Policy is set to Enforced patrons will not be able to continue without selecting Yes. If a patron selects No they will be logged out. 

If GDPR_Policy is set to Permissive patrons will be able to continue without selecting Yes. If a user selects No their preference will be saved but they will not be logged out.

Patrons are able to view and change their response to this query in the your consents tab on their account. 

If the GDPR_Policy is set to Enforced and a patron changes their answer to No in the your consents tab they will automatically be logged out. If they try to login again after changing their answer, they will be presented with the same consent screen and if they pick Yes they will be able to continue logged in but if they pick No they will be logged out again. 

If GDPR_Policy is set to Permissive and a patron changes their answer to No in the your consents their choice will be saved but they will not be logged out. 

It is possible to report on patrons who have not consented to the library GDPR policy so staff can address them as appropriate for their own organisation. Please contact Interleaf Technology directly for further details.

Version History

Version

Date

Detail

Author

1.0

30/12/19

How to add a GDPR consent field to the patron registration form

Holly Cooper

2.018/05/20Migrated to ZohoHolly Cooper
2.123/12/21Making minor editsHolly Cooper








Retention Policy

Permanent







    • Related Articles

    • How to enable self-registration for patrons on the OPAC

      This document will outline how to enable the basic self registration form on the OPAC, so that patrons without accounts can apply for accounts to be created. In addition to the basic set up outlined in this document, there are several other ...

    • Patron attributes on the self registration form

      Extended patron attributes are custom fields that can be added to the patron registration form as the library needs them. They can be free text fields or can have a set number of options for users to select from.  For a tour of the patron attribute ...

    • What are the options for the self registration form?

       This document will outline optional system preferences that can be used to personalise how the self registration form functions. For a more general guide to setting up the self registration form, please check our Help Centre. Navigate to the system ...

    • How to remove fields from borrower registration form

      Step 1- The Patron Registration Form To get to the add patron form go to Patrons > New patron and choose any patron category from the dropdown list.  As it is possible to add or remove items from the Patron Registration form the content may vary from ...

    • How to hide fields on the add patron form

      Patrons can be added to Koha through the Add patron form on the staff side. For details about how to use this function, please check our Help Centre. There are two versions of this form, a long and short. This document outlines how to collapse ...