[OPEN-ILS-GENERAL] ***SPAM*** Re: Patron Family Groups and Cloning

[Sharp, Chris]

Martha,

Since you have a specific use case for separating out cloning and grouping, you might consider opening a wishlist bug describing the way you think it should work:

https://bugs.launchpad.net/evergreen/

It's possible other libraries would benefit from your take!

Happy to help,

Chris

----- Original Message -----
> From: "Martha Driscoll" <driscoll at noblenet.org>
> To: "Evergreen Discussion Group" <open-ils-general at list.georgialibraries.org>
> Sent: Thursday, September 12, 2013 8:44:37 AM
> Subject: [OPEN-ILS-GENERAL] ***SPAM*** Re: Patron Family Groups and Cloning
> 
> Thanks for the reply Chris.  It's good to know the background of this
> function. I wish the save and clone button were named something
> different to make the grouping more obvious, but I can't think of
> anything short enough for a button.  Maybe there needs to be a
> checkbox
> that toggles the clone function between grouping and not grouping the
> copied record.  Just thinking out loud here.
> 
> Martha Driscoll
> Systems Manager
> North of Boston Library Exchange
> Danvers, Massachusetts
> www.noblenet.org
> 
> On 9/11/2013 11:15 AM, Sharp, Chris wrote:
> > Martha,
> >
> > This feature was created for the PINES consortium as a way to ease
> > the registration of families.  With that use case in mind, it
> > makes sense that grouping would accompany cloning.  Does that
> > help?
> >
> > Chris
> >
> > ----- Original Message -----
> >> From: "Martha Driscoll" <driscoll at noblenet.org>
> >> To: "Evergreen Discussion Group"
> >> <open-ils-general at list.georgialibraries.org>
> >> Sent: Wednesday, September 11, 2013 9:32:16 AM
> >> Subject: [OPEN-ILS-GENERAL] Patron Family Groups and Cloning
> >>
> >> We have been using the save and clone feature when adding users to
> >> Evergreen as an easy way to copy similar information from one
> >> record
> >> to
> >> another.  These are most often family members, but could also be
> >> students sharing an apartment.
> >>
> >> We have the setting 'Patron Registration: Cloned patrons get
> >> address
> >> copy' set to true because 1) we think it is just cleaner for each
> >> user
> >> to have their own address record and 2) we don't want to create
> >> linked
> >> relationships even for family members.
> >>
> >> We have discovered recently, thanks to using the horizontal
> >> display
> >> where it is prominent, that cloning creates a group relationship.
> >>  I
> >> guess my question is what is the background of the
> >> cloning/grouping
> >> feature and why is cloning which is a great way to save typing so
> >> closely related to grouping?
> >>
> >> --
> >> Martha Driscoll
> >> Systems Manager
> >> North of Boston Library Exchange
> >> Danvers, Massachusetts
> >> www.noblenet.org
> >>
> >
> 

-- 
Chris Sharp
PINES System Administrator
Georgia Public Library Service
1800 Century Place, Suite 150
Atlanta, Georgia 30345
(404) 235-7147
csharp at georgialibraries.org
http://pines.georgialibraries.org/