Hi Janet,
If you have the permission as a staff user, you can change the option to do what
you want. When logged into the client. Go to Admin -> Local Administration ->
Library Settings Editor.
Look for the Library Setting: "Patron Registration: Cloned patrons get address
copy" (quickest way to find this is to type "clone" in the Filter box).
If the value is TRUE for your library, then each copied address for a patron in
a group must be edited independently. This isn't the behavior you're looking for.
If the value is FALSE for your library, then whenever there is a patron group
created by cloning, all patrons in the group will point to the same address, and
editing that one address will change it for all. This is what you're asking for.
Someone can correct me if I'm wrong about this, but changing this option to
FALSE won't affect any patron groups that already exist in the system. If
patrons where cloned while the option was set to TRUE, they won't share the one
address. Only patrons cloned while the option is set to FALSE will share the
single address record. It could be confusing if you end up with a mix of some
groups sharing an address and others not.
In our system, we have the option set to TRUE to save typing when families come
in to register together, but each patron has a unique copy of the address so
they must be edited separately. We don't assume that patrons living in the same
place at the time they registered will always share the same address.
Hope this is helpful,
Michele
On 12/13/2013 5:41 PM, Janet Royer wrote:
Michelle,
The address does copy when we clone records. My question actually had to do
more with whether or not all addresses changed for members of a group when
one address was edited. Jason seems to indicate this is possible, but I
can't see how to make that happen.
Janet Royer SysAdmin/Circ Supervisor
Burlington Public Library 820 E Washington Ave Burlington WA 98233
360-755-0760 [email protected]
-----Original Message----- From:
[email protected]
[mailto:[email protected]] On Behalf Of
Michele Morgan Sent: Friday, December 13, 2013 9:20 AM To:
[email protected] Subject: Re: [OPEN-ILS-GENERAL]
Notification/Action Triggers and Family (Group) Accounts
Janet,
There is a library setting "Patron Registration: Cloned patrons get address
copy" which will cause cloned records to get a unique address record that is
a copy of the original patron's. Perhaps this is set to TRUE for your
library?
Hope this helps, Michele
On 12/13/2013 12:04 PM, Jason Etheridge wrote:
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.
To be clear, this is just with addresses. An address thus linked will show
up "read-only" on a linked patron and will have a blurb saying "This
address is owned by another user:" followed by a hyperlinked user name,
allowing you to bring up that account. If you don't see that blurb, then
the address may be linked to other people, but is not itself a linked
address coming from someone else.
An address linked like that only exists in one specific place in the
database, so if you change it through the owning account, any linked users
will effectively get those changes. However, if you have a view of such a
linked user already loaded, you'll need to refresh that tab.
Does this help? To complicate things, a potential gotcha is that the
linking of addresses is actually orthogonal to the grouping of patrons. So
you can, for example, remove a patron from a family group and still have
them using a linked address. You can delete a linked address from a patron
and it won't hurt any other users sharing or owning that address.
-- Michele Morgan, Technical Assistant North of Boston Library Exchange,
Danvers Massachusetts [email protected]
--
Michele Morgan, Technical Assistant
North of Boston Library Exchange, Danvers Massachusetts
[email protected]
