[Evergreen-general] Family Accounts in Evergreen

[Diane Disbro]

Hi, Jordan -

This is clever!

I have a couple of questions.
1. What is the goal for having all family members on one account?
2. Does Grouping not give you what you need?

Drawbacks:
They will share checkout and fine limits.
There will be no privacy.

Diane Disbro
Pronouns: she/her
Circulation Coordinator
Scenic Regional Library
251 Union Plaza Drive
Union, MO 63084
(636) 583-0652 ext  110
ddisbro at scenicregional.org



On Tue, Oct 5, 2021 at 6:32 PM Aubrey Area Library via Evergreen-general <
evergreen-general at list.evergreen-ils.org> wrote:

> So this has always been one of my "How can we do this?" ideas for years
> and I am sure there will come a time when Evergreen is capable of it out of
> the box. I was messing around and breaking testing stuff when an idea
> struck me on how to go about creating family accounts in Evergreen with
> what is available now, and I apologise if it has been posted before.
>
>
>    - Create the primary account holder.
>
> a. Add new cards (sub-cards) to the account. This can only be done by
> clicking “Replace Barcode” entering the new card number, and saving the
> account.
>
> b. Click “See All” and set all card numbers to “Active” and set the
> original card as the “Primary” card.
> [image: Capture.PNG]
>
>
>    - Using the “Privacy Waiver” feature (enabled in Library Settings
>    Editor), add each family member to the account using the last four of the
>    barcode (or whatever works for your library) to identify whose card belongs
>    to who and what they can do.[image: Capture1.PNG]
>
>
>
>    - If you want to be fancy, you can add each family member's name or
>    another way to search them using the Name Keywords field.
>    - [image: Capture2.PNG]
>
>
>
> In theory, this will allow staff to create one card that can be used by
> the entire family and still allow libraries to issue cards to juveniles.
> The drawback is that should you need to find out who checked out the item,
> it will only display the primary cardholder's name. Though the primary
> cardholder is responsible for all items checked out regardless, I can see
> how this data might be helpful.
>
>
> Thoughts? Ideas? Questions?
>
>
> Thanks,
>
> Jordan Woodard
>
> Aubrey Area Library
>
>
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