When children move out on their own, we would want to be able to modify their address without changing the entire family's. Is there a way to remove a patron from a user group? If not, maybe editing one and not all is a planned function.
Lise Keppler North Carolina Room Forsyth County Public Library Winston-Salem NC ________________________________________ From: open-ils-general-boun...@list.georgialibraries.org [open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Janet Royer [jan...@ci.burlington.wa.us] Sent: Friday, December 13, 2013 11:32 AM To: 'Evergreen Discussion Group' Subject: Re: [OPEN-ILS-GENERAL] Notification/Action Triggers and Family (Group) Accounts " From a technical standpoint, the easiest way to group users is with Save & Clone during registration, and when you do that, mailing addresses are linked and shared between the users (so that, for example, if you edit the address on the originating account, the changes will effectively propagate to the linked users). Phone numbers are also copied over by default. Email address is not. " Jason, we have not found this to be true but would certainly like for it to happen. Is there some setting we need to change to make this happen? We do find that at registration Save & Clone, the fields are populated. However, if changes are made to an account later those changes only reflect on the account changed and are not propagated to the other linked accounts. Janet Royer SysAdmin/Circ Supervisor Burlington Public Library 820 E Washington Ave Burlington WA 98233 360-755-0760 jan...@burlingtonwa.gov -----Original Message----- From: open-ils-general-boun...@list.georgialibraries.org [mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Jason Etheridge Sent: Friday, December 13, 2013 8:09 AM To: Evergreen Discussion Group Subject: Re: [OPEN-ILS-GENERAL] Notification/Action Triggers and Family (Group) Accounts > We would like to set up our overdue procedure so that Evergreen will > print address labels and letters, as well as send reminder emails, > during different stages of the process. Anyone who has some > familiarity with getting the notification/action triggers process to > produce print results willing to talk about it off list? We're low-traffic enough that I don't think others would mind a discussion on-list. I'd like to see more such discussions on list so that others can benefit. Out of the box, Evergreen doesn't really have explicit support for print notices. The Action/Trigger system can produce text files instead of email, and some libraries will ship such files to 3rd party vendors for printing (and in some cases, will shape the output to look like XML files first). Other libraries will process such files more directly and, for example, create PDF files out of them. But I don't have any first hand experience with that. > Also, my director wants to know what the ramifications are of using > the group account feature for patron registration. We were told that > the lead account on a group would receive any notifications that were > sent regarding overdue items. My director is concerned that if we > grouped family cards it would violate children's privacy if parents > received detailed lists of overdue items. >From a technical standpoint, the easiest way to group users is with Save & >Clone during registration, and when you do that, mailing addresses are linked >and shared between the users (so that, for example, if you edit the address on >the originating account, the changes will effectively propagate to the linked >users). Phone numbers are also copied over by default. Email address is not. > Other than optionally (and by default) sharing information like that, how you >use/interpret the grouping functionality is up to local policy. -- Jason Etheridge | Support Manager | Equinox Software, Inc. / The Open Source Experts | phone: 1-877-OPEN-ILS (673-6457) | email: ja...@esilibrary.com | web: http://www.esilibrary.com NOTE: This is a Forsyth County operated e-mail system. ALL e-Mail communication is subject to be accessed by the news media and the public pursuant to the Public Records Law of North Carolina.
