Wishlist: Patron Alternate/Preferred Names
Affects | Status | Importance | Assigned to | Milestone | |
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Evergreen |
Fix Released
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Wishlist
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Unassigned |
Bug Description
Provide a means to store a patron's former or preferred name, when it differs from their legal name, improving the ability for staff to find patron records when searching by patron name. This alternate name could be used for notices, in receipt templates, and/or as the name that displays when patrons log into the catalog.
Here's the original full project description: http://
The goal of this bug is a little less ambitious and more closely follows the development plan laid out by EOLI in their design document, with some variations:
https:/
General plan:
1. Create a secondary set of name fields (first, middle, last, prefix, etc.) that live on the user table in the database.
2. Additionally add a name keywords field that may contain any other name related data staff may want to search on the patron.
3. Modify the patron search to search both primary and alternate versions of each name field. E.g. searching last name will search both family_name and alt_family_name.
4. Add a name keyword search to the patron search API that searches all name fields and the new keyword field.
5. Add patron editor support for maintaining the new fields.
6. Add summary display in the patron sidebar when alt name data exists.
7. Add support to patron self-register app for adding alt name values.
8. Display alt name values in my account.
9. Make this data available in various receipt templates, action_trigger's, reports, etc.
This project is sponsored by MassLNC.
Changed in evergreen: | |
status: | New → Confirmed |
Changed in evergreen: | |
assignee: | nobody → Galen Charlton (gmc) |
Changed in evergreen: | |
status: | Fix Committed → Fix Released |
The key difference between the documentation noted above and the goal of this bug is that the new fields are to act solely as preferred name fields. Other / alternate names go into the new name keywords field. The existing name fields will retain their current meaning.
In certain contexts (notices, patron UI's), the preferred name will override the primary name when preferred name data is available. The other/alt name data will be used for staff searching only, not for display.