[OPEN-ILS-GENERAL] Notification/Action Triggers and Family (Group) Accounts

[Janet Royer]

" From a technical standpoint, the easiest way to group users is with Save & Clone during registration, and when you do that, mailing addresses are linked and shared between the users (so that, for example, if you edit the address on the originating account, the changes will effectively propagate to the linked users).  Phone numbers are also copied over by default.  Email address is not. "

Jason, we have not found this to be true but would certainly like for it to happen.  Is there some setting we need to change to make this happen?  We do find that at registration Save & Clone, the fields are populated.  However, if changes are made to an account later those changes only reflect on the account changed and are not propagated to the other linked accounts.

Janet Royer
SysAdmin/Circ Supervisor
 
Burlington Public Library
820 E Washington Ave
Burlington WA  98233
360-755-0760
janetr at burlingtonwa.gov 



-----Original Message-----
From: open-ils-general-bounces at list.georgialibraries.org [mailto:open-ils-general-bounces at list.georgialibraries.org] On Behalf Of Jason Etheridge
Sent: Friday, December 13, 2013 8:09 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Notification/Action Triggers and Family (Group) Accounts

> We would like to set up our overdue procedure so that Evergreen will 
> print address labels and letters, as well as send reminder emails, 
> during different stages of the process. Anyone who has some 
> familiarity with getting the notification/action triggers process to 
> produce print results willing to talk about it off list?

We're low-traffic enough that I don't think others would mind a discussion on-list.  I'd like to see more such discussions on list so that others can benefit.

Out of the box, Evergreen doesn't really have explicit support for print notices.  The Action/Trigger system can produce text files instead of email, and some libraries will ship such files to 3rd party vendors for printing (and in some cases, will shape the output to look like XML files first).  Other libraries will process such files more directly and, for example, create PDF files out of them.  But I don't have any first hand experience with that.

> Also, my director wants to know what the ramifications are of using 
> the group account feature for patron registration. We were told that 
> the lead account on a group would receive any notifications that were 
> sent regarding overdue items. My director is concerned that if we 
> grouped family cards it would violate children's privacy if parents 
> received detailed lists of overdue items.