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

[Janet Royer]

Thank you, Michelle.  This is a very clear explanation of how things work.  

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: Monday, December 16, 2013 7:16 AM
To: open-ils-general at list.georgialibraries.org
Subject: Re: [OPEN-ILS-GENERAL] Notification/Action Triggers and Family (Group) Accounts

Hi Janet,

If you have the permission as a staff user, you can change the option to do what you want. When logged into the client. Go to Admin -> Local Administration -> Library Settings Editor.

Look for the Library Setting: "Patron Registration: Cloned patrons get address copy" (quickest way to find this is to type "clone" in the Filter box).

If the value is TRUE for your library, then each copied address for a patron in a group must be edited independently. This isn't the behavior you're looking for.

If the value is FALSE for your library, then whenever there is a patron group created by cloning, all patrons in the group will point to the same address, and editing that one address will change it for all. This is what you're asking for.

Someone can correct me if I'm wrong about this, but changing this option to FALSE won't affect any patron groups that already exist in the system. If patrons where cloned while the option was set to TRUE, they won't share the one address. Only patrons cloned while the option is set to FALSE will share the single address record. It could be confusing if you end up with a mix of some groups sharing an address and others not.

In our system, we have the option set to TRUE to save typing when families come in to register together, but each patron has a unique copy of the address so they must be edited separately. We don't assume that patrons living in the same place at the time they registered will always share the same address.

Hope this is helpful,
Michele

On 12/13/2013 5:41 PM, Janet Royer wrote:
> 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
>

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