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

[Michele Morgan]

Janet,

There is a library setting "Patron Registration: Cloned patrons get address 
copy" which will cause cloned records to get a unique address record that is a 
copy of the original patron's. Perhaps this is set to TRUE for your library?

Hope this helps,
Michele

On 12/13/2013 12:04 PM, Jason Etheridge wrote:
>> 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.
>
> To be clear, this is just with addresses.  An address thus linked will show
> up "read-only" on a linked patron and will have a blurb saying "This address
> is owned by another user:" followed by a hyperlinked user name, allowing you
> to bring up that account.  If you don't see that blurb, then the address may
> be linked to other people, but is not itself a linked address coming from
> someone else.
>
> An address linked like that only exists in one specific place in the
> database, so if you change it through the owning account, any linked users
> will effectively get those changes.  However, if you have a view of such a
> linked user already loaded, you'll need to refresh that tab.
>
> Does this help?  To complicate things, a potential gotcha is that the linking
> of addresses is actually orthogonal to the grouping of patrons.  So you can,
> for example, remove a patron from a family group and still have them using a
> linked address.  You can delete a linked address from a patron and it won't
> hurt any other users sharing or owning that address.
>

-- 
Michele Morgan, Technical Assistant
North of Boston Library Exchange, Danvers Massachusetts
mmorgan at noblenet.org