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

Mon Dec 16 11:25:06 EST 2013

Erica,

I appreciate the screenshots and the clear instructions about how this works.

Janet Royer
SysAdmin/Circ Supervisor

Burlington Public Library
820 E Washington Ave
Burlington WA  98233
360-755-0760
janetr at burlingtonwa.gov<mailto:janetr at burlingtonwa.gov>

From: open-ils-general-bounces at list.georgialibraries.org [mailto:open-ils-general-bounces at list.georgialibraries.org] On Behalf Of Erica Rohlfs
Sent: Monday, December 16, 2013 7:18 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Notification/Action Triggers and Family (Group) Accounts

Good Morning!

Hi Janet,

My patrons in the images below are fake. Sorry if the images are large; I am unsure of everyone's ability to open files, etc. So fair warning the images are large :)

When the Library Setting, Circulation, Patron Registration: Cloned Patrons Get Address Copy is set to False, the second patron will retain a link to the address of the original patron.
Patron Registration -> Register a New Patron -> Save and Clone
Address on the patron screen for the second patron will look like this:

[Inline image 1]

The second patron's account with the Edit tab open and scrolled down to address looks like this:

[Inline image 2]

If I go back into Jimmy Brickman's account, and change his address (Patron Account -> Edit Tab -> change the patron's address -> Save), with the Edit tab open and scrolled down to the address, here's how Jimmy's account now looks:

[Inline image 3]

When I go back into Alexis's account, Jimmy's new address carries over:

[Inline image 4]

If the Library Setting, Circulation, Patron Registration: Cloned Patrons Get Address Copy is set to True, then the changed address of the cloned patron does not carry over to the other members of the group.
However, the use of this setting does not appear to be retroactive. What I mean to say is, how the address appears on the second account depends on how the value of the library setting was set at the time of the patron registration. In the next image, I set the library setting back to True. As you can see, Evergreen is still retaining the linked address on Alexis's account.

[Inline image 5]

Whereas, any patron that I register moving forward with the library setting set to True will just receive the copy of the address, not the linked address. And, if I set the Library Setting to False these patrons will not automatically receive retro-activated linked addresses. I hope that makes sense.
Perhaps someone else knows of a way to retro-actively link patron addresses if a library decides to reset the library setting to False?

Does this help?

Erica

On Fri, Dec 13, 2013 at 5:41 PM, Janet Royer <janetr at ci.burlington.wa.us<mailto:janetr at ci.burlington.wa.us>> 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<tel:360-755-0760>
janetr at burlingtonwa.gov<mailto:janetr at burlingtonwa.gov>

-----Original Message-----
From: open-ils-general-bounces at list.georgialibraries.org<mailto:open-ils-general-bounces at list.georgialibraries.org> [mailto: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<mailto: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<mailto:mmorgan at noblenet.org>

--

Erica Rohlfs, MLIS

Education Specialist

Equinox Software Inc. / The Open Source Experts

Phone: 770-709-5572 | 1-877-OPEN-ILS (673-6457) x5572

Email: erohlfs at esilibrary.com<mailto:erohlfs at esilibrary.com>

Web: http://www.esilibrary.com
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