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

Ruth Frasur rfrasur at gmail.com
Mon Jul 11 17:32:51 EDT 2022


Gordon,

Please give me a call or shoot me a direct email during office hours (8
a.m. - 4 p.m. ET) to help me better understand what you're attempting to do.

Ruth Frasur
Evergreen Indiana Coordinator
rfrasur at library.in.gov
(317) 232-3691

On Mon, Jul 11, 2022 at 5:29 PM Jason Stephenson via Evergreen-general <
evergreen-general at list.evergreen-ils.org> wrote:

> 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
> >
> >
> > _______________________________________________
> > Evergreen-general mailing list
> > Evergreen-general at list.evergreen-ils.org
> > http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general
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>


-- 
Ruth Frasur
(765) 580-1137
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