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" <[email protected]>
To: "Evergreen Discussion Group" <[email protected]>
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


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