Bug 35766 - Allow staff to adjust privacy settings for patron
Summary: Allow staff to adjust privacy settings for patron
Status: In Discussion
Alias: None
Product: Koha
Classification: Unclassified
Component: Patrons (show other bugs)
Version: Main
Hardware: All All
: P5 - low enhancement
Assignee: Bugs List
QA Contact: Testopia
URL:
Keywords:
Depends on:
Blocks:
 
Reported: 2024-01-10 21:57 UTC by Christopher Brannon
Modified: 2024-11-22 18:05 UTC (History)
5 users (show)

See Also:
Change sponsored?: ---
Patch complexity: Small patch
Documentation contact:
Documentation submission:
Text to go in the release notes:
Version(s) released in:
Circulation function:


Attachments
Bug 35766: Adjust template (4.32 KB, patch)
2024-07-03 16:50 UTC, Eric Garcia
Details | Diff | Splinter Review
Bug 35766: Adjust template and allow staff to adjust privacy settings for patron (1.62 KB, patch)
2024-07-03 17:25 UTC, Eric Garcia
Details | Diff | Splinter Review
Bug 35766: Adjust template (4.37 KB, patch)
2024-07-05 07:55 UTC, Roman Dolny
Details | Diff | Splinter Review
Bug 35766: Adjust template and allow staff to adjust privacy settings for patron (1.67 KB, patch)
2024-07-05 07:55 UTC, Roman Dolny
Details | Diff | Splinter Review

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Description Christopher Brannon 2024-01-10 21:57:34 UTC
Okay, right off the bat, let me make this clear.  I am not asking for staff to control whether they can see patron history.  What I am asking is for a setting to allow staff to set the privacy setting for the patron.

We have need for our homebound patrons to retain history so that the check for previous checkouts works.  Some, if not most, of the homebound patrons may not be tech savvy enough to go into their account and turn this on.

We can default the homebound patron to retain this setting, but we have no way within the patron account to flip the switch for existing patrons.

I am pretty sure this was by design.

If it is of concern, a compromise might be to have a "Request to turn on history" email sent to the patron, in which they can click a link to confirm consent.  Maybe also a reject, in which the link to request in the patron account would show the date the request was last rejected.  Staff would have the option to request again, and if rejected again, the date would be updated.

Thoughts?
Comment 1 Esther Melander 2024-01-11 16:47:06 UTC
This is needed for homebound patrons, but also for others. There are many patrons that will never log in to their account for whatever reason but want to have the reading history enabled. The work around I have used is to ask the patron if I can log in to their account for them, which may require changing the password to do so. It may be helpful to add a note field/log to track changes to this setting and who did it.

I like the idea of asking for confirmation via email, but it runs into the same problem of not-tech savvy patrons, patrons who do not know their email login or patrons with no email address.
Comment 2 Chanel Wheeler 2024-04-30 20:40:18 UTC
We have the case in our rural libraries where patrons come in wanting to know a book they previously read but don't have the equipment or the tech-savviness to get it on their own. They just want the staff to help them. On the flip-side at our larger libraries, they definitely want reading history off unless the patron opts in. All of this is to say that it would helpful if staff could turn this feature on/off for the patron.
Comment 3 Eric Garcia 2024-07-03 16:50:31 UTC
Created attachment 168466 [details] [review]
Bug 35766: Adjust template
Comment 4 Eric Garcia 2024-07-03 17:25:35 UTC
Created attachment 168467 [details] [review]
Bug 35766: Adjust template and allow staff to adjust privacy settings for patron

To test:
1. Patrons -> New Patron -> Fill in required fields.
2. Notice there is no option to edit the patron's privacy.
3. Click save.
4. In your new patron's details notice 'Privacy pref:' is set to default.
5. Apply patch and restart_all
6. Go to your new patron's details and click edit.
7. Scroll to 'Library Management' and notice a new option to change the patron's privacy settings.
8. Change the setting to whatever you like and click save.
9. In your patron's details notice 'Privacy pref:' is set to whichever setting you chose.
Comment 5 Roman Dolny 2024-07-05 07:55:57 UTC
Created attachment 168527 [details] [review]
Bug 35766: Adjust template

Signed-off-by: Roman Dolny <roman.dolny@jezuici.pl>
Comment 6 Roman Dolny 2024-07-05 07:55:59 UTC
Created attachment 168528 [details] [review]
Bug 35766: Adjust template and allow staff to adjust privacy settings for patron

To test:
1. Patrons -> New Patron -> Fill in required fields.
2. Notice there is no option to edit the patron's privacy.
3. Click save.
4. In your new patron's details notice 'Privacy pref:' is set to default.
5. Apply patch and restart_all
6. Go to your new patron's details and click edit.
7. Scroll to 'Library Management' and notice a new option to change the patron's privacy settings.
8. Change the setting to whatever you like and click save.
9. In your patron's details notice 'Privacy pref:' is set to whichever setting you chose.

Signed-off-by: Roman Dolny <roman.dolny@jezuici.pl>
Comment 7 Katrin Fischer 2024-07-05 07:59:36 UTC
I have some headache with this one. The feature was designed intentionally so only the user could change their privacy settings. If I set the field to unwanted, I won't be able to see the value it has in the staff interface, also it might create other problems as it's a used field still.

I feel like this should be configurable in a way, maybe a pref like for some of the guarantor settings that we don't allow for staff out of the box either?
Comment 8 Lucas Gass (lukeg) 2024-11-22 18:05:48 UTC
(In reply to Katrin Fischer from comment #7)
> I have some headache with this one. The feature was designed intentionally
> so only the user could change their privacy settings. If I set the field to
> unwanted, I won't be able to see the value it has in the staff interface,
> also it might create other problems as it's a used field still.
> 
> I feel like this should be configurable in a way, maybe a pref like for some
> of the guarantor settings that we don't allow for staff out of the box
> either?

I think this one may need more thought, setting to 'In Disucssion' for now.