[OPEN-ILS-GENERAL] Patron Buckets

[Elisabeth Keppler]

Forsyth (NC) would love to use batch patron editing for moving patrons who
have aged up from juvenile to YA permission groups or from YA to adult
permission groups.  Currently, we run reports based on birthdates and make
the changes by hand.

Thanks,
Lise

On Mon, Jan 25, 2016 at 2:04 PM, Walz, Jennifer <jlwalz at asbury.edu> wrote:

> 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 left our campus (graduated, withdrawn, etc) by some criteria – like their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>
> 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
> Anderson County Library
> 864-260-4500 x181
> http://www.andersonlibrary.org
>
>
>
>
> -----Original Message-----
> From: Open-ils-general [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>
> > To: "Evergreen Discussion Group" <
> 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
> > | 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
> 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
>
> Web: http://www.esilibrary.com
>
>


-- 
Lise Keppler, Technical Services
Forsyth County Public Library
2851 Fairlawn Dr
Winston Salem NC  27106
336-703-3048
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