[Evergreen-general] Enforcing Patron Matrix rules in our app

Jason Stephenson jason at sigio.com
Mon Jul 11 17:28:50 EDT 2022


Gordon,

First, "Patron Matrix" is not typical Evergreen terminology. That looks 
like something that is specific to Evergreen Indiana.

That said, if you want to figure out if a patron can borrow an item, 
there is an API call that you can make via OpenSRF: 
open-ils.circ.checkout.permit. This call determines if a checkout is 
permitted and is part of the two-stage checkout process.  (Note that the 
two-stage checkout process has mostly been replaced with a single call 
to open-ils.circ.checkout.full.)

If you're trying to test if a patron can place a hold or not, placing 
the hold is the only way to do that.

There are a few database functions that test various aspects of the hold 
and circulation rules, but these are not exposed in any public API.

That said, I'm not sure exactly what you are trying to do, so I am just 
guessing. If you can provide more information about what you wish to 
achieve, then we might be able to come up with more/better answers for you.

Also, you may want to consider moving this conversation to the 
development mailing list.

HtH,
Jason

On 7/6/22 06:19, Gordon Everett via Evergreen-general wrote:
> Hi,
> 
> I am a project manager so not particularly technical. We are looking 
> into how we can enforce the rules of the Patron Matrix 
> (https://evergreenindiana.org/wp-content/uploads/2015/05/Patron-Matrix.pdf 
> <https://evergreenindiana.org/wp-content/uploads/2015/05/Patron-Matrix.pdf>) 
> in our application. Could someone point me in the right direction in 
> terms of API documentation / strategies to implement blocks as per the 
> Patron Matrix? I am finding the documentation hard to navigate (possibly 
> due to not being very technical?).
> 
> All responses hugely appreciated
> 
> Kind regards,
> 
> Gordon
> 
> 
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