[OPEN-ILS-DEV] Merging Patrons

Jason Etheridge jason at esilibrary.com
Tue Aug 19 09:37:37 EDT 2008


> Sounds like a good possibility.  I just wonder how (or if) you could tease apart transactions that happened after the merger, particularly if there is more than one active card attached to the record, and the transactions happened after retrieving the user by name or other access point so you don't know for sure which card to attach the new transactions to.

Hrmm, I'd say throw transactions on the card that was used to retrieve
the patron.  However, if the patron was retrieved by a different
means, it'd be a bit klunky/inelegant to ask staff which card is being
used for that session.  We could do that or just default to a
random/arbitrary active card.  Still a better situation than trying to
separate post-merge transactions into two different accounts without
cards being involved.  Or maybe we could put the circs-in-question in
some sort of limbo (a neutral account grouped to both patrons?) until
one the patrons confirm who they belong to.

-- 
Jason Etheridge
 | VP, Community Support and Advocacy
 | Equinox Software, Inc. / The Evergreen Experts
 | phone: 1-877-OPEN-ILS (673-6457)
 | email: jason at esilibrary.com
 | web: http://www.esilibrary.com


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