[OPEN-ILS-GENERAL] Patron Buckets

[Walz, Jennifer]

All –

For the Higher Ed group, we would like to delete all students who have left our campus (graduated, withdrawn, etc) by some criteria – like their expiration date or by a statistical category (we have them set up by Fresh, Soph, Jun, Sen, Grad, etc).

   Our “patrons” are constantly in flux and  we need to purge them in large groups.   Having a way to do that would be great.

Thanks!

Jennifer
--------------------------------------------------
Jennifer Walz, MLS - Head of ILS Services
Kinlaw Library -  Asbury University
One Macklem Drive, Wilmore, KY 40390
859-858-3511 ext. 2269
jlwalz at asbury.edu

From: Open-ils-general [mailto:open-ils-general-bounces at list.georgialibraries.org] On Behalf Of Erica Rohlfs
Sent: Monday, January 25, 2016 11:28 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Patron Buckets

Good Morning,

And with batch editing, what might be some examples there?

Librarians have previously expressed an interest in batch patron delete, batch permission group editing, and batch patron group member editing (such as adding a group of students to a teacher's group).

Enjoy the day!
Erica

On Mon, Jan 25, 2016 at 10:49 AM, Lynn Floyd <lfloyd at andersonlibrary.org<mailto:lfloyd at andersonlibrary.org>> wrote:
I have one. What if one branch of a library system closed, and you wanted to move all of those patrons to a new Branch?

Lynn Floyd
lfloyd at andersonlibrary.org<mailto:lfloyd at andersonlibrary.org>
Anderson County Library
864-260-4500 x181<tel:864-260-4500%20x181>
http://www.andersonlibrary.org



-----Original Message-----
From: Open-ils-general [mailto:open-ils-general-bounces at list.georgialibraries.org<mailto:open-ils-general-bounces at list.georgialibraries.org>] On Behalf Of Chris Sharp
Sent: Monday, January 25, 2016 10:46 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Patron Buckets

Jason,

I have a batch editing use case for this.  Several years ago, one of the primary email providers for a large swath of Georgia counties was bought out, and after a point, they deactivated all email addresses with the older company's domain, which was resulting in massive numbers of bounces for staff to process.  We solved the issue with a server-side SQL batch edit of affected accounts, but patron buckets would have allowed library staff to take care of this themselves.

Hope that helps!

Chris

----- Original Message -----
> From: "Jason Etheridge" <jason at esilibrary.com<mailto:jason at esilibrary.com>>
> To: "Evergreen Discussion Group" <open-ils-general at list.georgialibraries.org<mailto:open-ils-general at list.georgialibraries.org>>
> Sent: Monday, January 25, 2016 10:36:27 AM
> Subject: Re: [OPEN-ILS-GENERAL] Patron Buckets
>
> > I couldn’t find a ticket for the feature yet, that would be a good first
> > start.
>
> I'd also suggest pulling out the batch edit part into a separate ticket.
>
> I've always been a fan of the idea of patron buckets, and I'm curious
> about what the use cases might be.  Anything other than batch editing?
>  And with batch editing, what might be some examples there?
>
> --
> Jason Etheridge
> | Community and Migration Manager
> | Equinox Software, Inc. / The Open Source Experts
> | phone: 1-877-OPEN-ILS (673-6457)
> | email: jason at esilibrary.com<mailto:jason at esilibrary.com>
> | web: http://www.esilibrary.com
>

--
Chris Sharp
PINES System Administrator
Georgia Public Library Service
1800 Century Place, Suite 150
Atlanta, Georgia 30345
(404) 235-7147<tel:%28404%29%20235-7147>
csharp at georgialibraries.org<mailto:csharp at georgialibraries.org>
http://pines.georgialibraries.org/




--

Erica Rohlfs

Project Manager

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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