How to enable patrons to control how long their circulation history is kept on the OPAC

How to enable patrons to control how long their circulation history is kept on the OPAC




This document will outline how to provide options for patrons about how long their circulation history will be recorded.


In order for this function to work the Anonymous Patron system preference must be configured correctly. Please contact Interleaf Technology for help with this, or check the Help Centre.

Step 1 - OPACPrivacy System Preference

First of all, confirm if the option to delete circulation history is enabled on the OPAC. 


When a patron logs into their account onto the OPAC they are automatically brought into an account summary which, depending on the functionalities enabled for them, should look something like this:





On the left hand side there will be a list of tabs for the different functions open to the patron. A system that does not have the OPACPrivacy system preference enabled will be missing a tab in this list called your privacy


If this tab is missing, log into the staff side of Koha and go to Koha Administration > Global system preferences and search for OPACPrivacy





Chose to Allow patrons to choose their own privacy settings for their reading history and hit Save all OPAC preferences.




Now, on the OPAC, there is the option for people to delete their reading history in the form of a new tab called your privacy.

Step 2 - Deleting circulation history

In the patron record on the OPAC, there will be a tab on the left hand side called your reading history. This will contain a list of all items the patron has checked out. This is the information that the your privacy tab gives the option to delete. 




Under the your privacy tab, patrons can choose what rules to follow in terms how of often their circulation history is deleted.



Default

The library decides how often, if ever to delete. It will be up to the individual library to make this as transparent as necessary in relation to GDPR. 

Forever

By saving this option, the default rules set by the library will be overridden and patrons will be able to keep their own data for as long as they determine.

Never

By saving this option, the reading history will be deleted as soon as an item the patron has checked out to them is checked back in. Please note saving this option will not immediately delete the circulation history on the patron account at the time.

If someone hits Immediate deletion it will clear their reading history of everything but items that are still checked out, regardless of which rule from above was saved.


In order to delete the item, check it back in and run the Immediate deletion function again. 

Step 3 - What happens to the circulation history of items deleted from patron account?

Look up any items on the staff side that were deleted from the reading history of the on the OPAC. 


In the Checkout history tab, the circulation data is still recorded, but it is associated with the Anon patron. See below:


This will be the case for any circulation information deleted from any patron account in this way. 



Version History 

Version

Date

Detail

Author

1.0

2019

Document Created

Holly Cooper

2.0

26/05/2020

Transferred to Zoho

Charles Quain

2.101/04/2021Adding screenshots and clarifying languageHolly Cooper
2.231/12/2021Adding detailsHolly Cooper

Retention Policy

Permanent

X




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