[OPEN-ILS-GENERAL] Preferred Name on Notices

Thu Sep 5 11:59:12 EDT 2019

Looking for a simpler way to use preferred names in receipts and notices,
we are wondering if others would support changing the way these preferred
name variables work:

pref_prefix
pref_first_given_name
pref_second_given_name
pref_family_name
pref_suffix

Currently, if there is no preferred version of the name field, these return
no data and we need to use conditional code as shared earlier in this
thread in our receipts and notices if we want to make use of the preferred
fields.

Do others think it is a good idea to change the way these variables work so
that the preferred version of the name field would be returned if it
existed, otherwise, the primary version would be returned? This would make
configuring receipts and notice much simpler since no conditional code
would be needed. Are there any cases where it's useful to return nothing
for the preferred name fields?

The primary name fields would still be available using:

prefix
first_given_name
second_given_name
family_name
suffix

If others think this is a good idea, I'll open a Launchpad bug.

-Michele
--
Michele M. Morgan, Technical Support Analyst
North of Boston Library Exchange, Danvers Massachusetts
mmorgan at noblenet.org

On Thu, Aug 29, 2019 at 1:55 PM Elizabeth Davis <edavis at albright.org> wrote:

> Hello
>
>
>
> Thank you! I was on the right track.
>
>
>
> Elizabeth
>
>
>
> *From:* Open-ils-general [mailto:
> open-ils-general-bounces at list.georgialibraries.org] *On Behalf Of *John
> Amundson
> *Sent:* Thursday, August 29, 2019 1:50 PM
> *To:* Evergreen Discussion Group <
> open-ils-general at list.georgialibraries.org>
> *Subject:* Re: [OPEN-ILS-GENERAL] Preferred Name on Notices
>
>
>
> Hi,
>
>
>
> This is the code we use in our print templates. It prints preferred name
> if one exists, and primary name if it doesn't.
>
>
>
> <span ng-if="patron.pref_family_name">{{patron.pref_family_name}},</span>
>
> <span ng-if="!patron.pref_family_name">{{patron.family_name}},</span>
>
> <span
> ng-if="patron.pref_first_given_name">{{patron.pref_first_given_name}}</span>
>
> <span
> ng-if="!patron.pref_first_given_name">{{patron.first_given_name}}</span>
>
>
>
> We are also investigating using something similar for our emailed notices.
> However, we are still in the testing phase for that. We have one test set
> up so far, and it is using this code:
>
>
>
> [%- USE
>
> ...
>
>     first_name = user.pref_first_given_name || user.first_given_name;
>
>     family_name = user.pref_family_name || user.family_name;
>
> -%]
>
> ...
>
> Dear [% family_name %], [% first_name %]
>
>
>
> John
>
> <http://www.cwmars.org>
>
> John Amundson | Library Applications Supervisor | CW MARS
>
> jamundson at cwmars.org | 508-755-3323 x322 <%28508%29%20755-3323>
>
> https://www.cwmars.org
>
>
>
>
>
> On Thu, Aug 29, 2019 at 1:10 PM Kean XL <keanxl at ivpl.org> wrote:
>
> nevermind...that Template was broken
>
>
>
> On Thu, Aug 29, 2019 at 12:56 PM Kean XL <keanxl at ivpl.org> wrote:
>
> I think I finally got this. Please correct if I'm wrong...
>
> Here's our full current hold slip template
>
>
>
> -->
> <p style="padding-top:30px">
> <b>
> <font size="7">
> {{hold.shelf_expire_time | date:'M/d'}}
> <div>
> <div ng-if="patron.pref_family_name == 'f'">{{patron.family_name}} </div>
> <div>{{patron.pref_family_name}}
> </font>
> </div>
> <font size="5">
> <div ng-if="patron.pref_first_given_name ==
> 'f'">{{patron.first_given_name}} </div>
> <div>{{patron.pref_first_given_name}}</div>
> </p>
> <div ng-if="hold.email_notify == 'f'" && "hold.sms_notify">Notify by
> Phone: {{hold.phone_notify}} </div>
> <div ng-if="hold.email_notify == 'f'" && "hold.sms_notify" &&
> "hold.phone_notify">Daytime Phone: {{patron.day_phone}} </div>
> <p style=;padding-bottom:40px>
> </div>
> </font>
> </b>
> </p>
>
>
>
>
> <div>
>   <div ng-switch on="hold.behind_desk">
>     <div ng-switch-when="t">
>       Route to the <strong>Private Hold Shelf</strong>.
>     </div>
>     <div ng-switch-when="f">
>       Route to the <strong>Hold Shelf</strong>.
>     </div>
>   </div>
>   <br/>
> Hold Shelf Expire Date: {{hold.shelf_expire_time | date:'M/d/yyyy'}}<div>
>   Item Barcode: {{copy.barcode}}</div>
>   Title: {{title}}</div>
>
>   Call Number: {{call_number.prefix}} {{call_number.label}}
> {{call_number.suffix}}</div>
>
>
>
>
>   <br/>
>
>
>
>
> <div>
>   <div>Hold for patron: {{patron.family_name}},
> {{patron.first_given_name}}</div>
>   <div ng-if="hold.phone_notify">Notify by phone:
> {{hold.phone_notify}}</div>
>   <div ng-if="hold.sms_notify">Notify by text: {{hold.sms_notify}}</div>
>   <div ng-if="hold.email_notify == 't'">Notify by email:
> {{patron.email}}</div>
>   <div ng-if="hold.email_notify == 'f'" && "hold.sms_notify">Daytime
> Phone: {{patron.day_phone}} </div>
> <div ng-if="hold_notes">
>       <ul>Notes:
>         <li ng-repeat="note in hold_notes | filter: {slip :
> 't'}"><strong>{{note.title}}</strong> - {{note.body}}</li>
>       </ul>
>     </div>
>   <br/>
>
>
>
>
>   <div>Request Date: {{hold.request_time |
> date:$root.egDateAndTimeFormat}}</div>
>
>
>
>
>   <div>Printed: {{today | date:$root.egDateAndTimeFormat}} at
> {{current_location.shortname}}</div>
> <p style="padding-bottom:160px">
> </p>
> <
> </div>
>
>
>
> On Thu, Aug 29, 2019 at 12:22 PM Elizabeth Davis <edavis at albright.org>
> wrote:
>
> Hello
>
>
>
> I am using {{patron.pref_first_given_name}} in the print templates for
> receipts.  I am curious if user.pref_first_give_name work?  Can I have it
> print the preferred if it’s there and the first_given_name if there isn’t
> one?
>
>
>
> Elizabeth
>
>
>
> *From:* Open-ils-general [mailto:
> open-ils-general-bounces at list.georgialibraries.org] *On Behalf Of *Kean XL
> *Sent:* Thursday, August 29, 2019 12:18 PM
> *To:* Evergreen Discussion Group <
> open-ils-general at list.georgialibraries.org>
> *Subject:* Re: [OPEN-ILS-GENERAL] Preferred Name on Notices
>
>
>
> What was the marker you were using for the preferred name? Is there a list
> of referable string names for the print templates?
>
>
>
> On Thu, Aug 29, 2019 at 11:49 AM Elizabeth Davis <edavis at albright.org>
> wrote:
>
> Hello Everyone,
>
>
>
> We just upgraded to 3.3 and I added the angular code in the print
> templates for preferred name and was curious if anyone uses preferred name
> in their trigger notifications.  I would like to be consistent.
>
>
>
> Thank you,
>
>
>
> Elizabeth Davis
>
> Head of Digital Services
>
> Scranton Public Library
>
> 500 Vine Street
>
> Scranton, PA 18509
>
> 570-348-3000 ext. 3050
>
> edavis at albright.org
>
> pronouns: she/her/hers
>
>
>
>
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