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

[Lazar, Alexey Vladimirovich]

Hello.

Just wanted to mention that there are bugs already out there related to this topic: "Delete User Aborts on Shared Address" [1], "Unlinking a patron group should create new address from the shared ones to better manage deletions" [2] and "Attempting to merge user with shared address fails with nasty message" [3].

If bugs [1] and [2] were addressed, that would help prevent some of the problems we encountered. More specifically to this topic, I think I would agree with Martha that it would be useful to have the option to clone separately from the grouping feature.

Chris, considering the bugs I mentioned, how do you deal with ungrouping and address changes for previously grouped patrons at PINES? We've actually had a steady trickle of requests related to bugs 885270 and 944380. Due to these bugs, it seems that separating previously grouped patrons and/or deleting patrons who are members of a group currently requires manual intervention.

[1] https://bugs.launchpad.net/evergreen/+bug/885270
[2] https://bugs.launchpad.net/evergreen/+bug/944380
[3] https://bugs.launchpad.net/evergreen/+bug/965374

Thanks.

Aleksey

On 2013-09-12, at 08:00 , "Sharp, Chris" <csharp at georgialibraries.org> wrote:

> 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/