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

[Janet Royer]

Michelle,

The address does copy when we clone records.  My question actually had to do more with whether or not all addresses changed for members of a group when one address was edited.  Jason seems to indicate this is possible, but I can't see how to make that happen.

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 Michele Morgan
Sent: Friday, December 13, 2013 9:20 AM
To: open-ils-general at list.georgialibraries.org
Subject: Re: [OPEN-ILS-GENERAL] Notification/Action Triggers and Family (Group) Accounts

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