Martha, Since you have a specific use case for separating out cloning and grouping, you might consider opening a wishlist bug describing the way you think it should work:
https://bugs.launchpad.net/evergreen/ It's possible other libraries would benefit from your take! Happy to help, Chris ----- Original Message ----- > From: "Martha Driscoll" <[email protected]> > To: "Evergreen Discussion Group" <[email protected]> > Sent: Thursday, September 12, 2013 8:44:37 AM > Subject: [OPEN-ILS-GENERAL] ***SPAM*** Re: Patron Family Groups and Cloning > > 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 > >> > > > -- Chris Sharp PINES System Administrator Georgia Public Library Service 1800 Century Place, Suite 150 Atlanta, Georgia 30345 (404) 235-7147 [email protected] http://pines.georgialibraries.org/
