From: Bill Erickson Date: Wed, 22 Aug 2018 01:31:15 +0000 (-0400) Subject: LP#1776020 Release notes for pref name / keywords X-Git-Url: https://old-git.evergreen-ils.org/?a=commitdiff_plain;h=f8789b3767b4eabfa68b8336804c583c8ade5f50;p=evergreen%2Fpines.git LP#1776020 Release notes for pref name / keywords Signed-off-by: Bill Erickson Signed-off-by: Kathy Lussier Signed-off-by: Galen Charlton --- diff --git a/docs/RELEASE_NOTES_NEXT/Circulation/patron-pref-name.adoc b/docs/RELEASE_NOTES_NEXT/Circulation/patron-pref-name.adoc new file mode 100644 index 0000000000..227633149f --- /dev/null +++ b/docs/RELEASE_NOTES_NEXT/Circulation/patron-pref-name.adoc @@ -0,0 +1,36 @@ +Patron Preferred Name and Name Search Keywords +^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ + +Preferred Name +++++++++++++++ + +Adds a new set of patron preferred name fields for prefix, first, +middle, last, and suffix allowing patrons to provide preferred name +information. Preferred names are optional and each acts as an overlay +to the analogous primary name field, making it possible to provide +preferred name values for individual fields. + +For example, a patron named William Erickson may have a preferred first +name (pref_first_given_name) of Bill, in which case the preferred name +would be Bill Erickson. Note a preferred last name is not required in +this case as the code uses primary name values as defaults when not +replaced with a preferred version. + +* Patrons will see primary names displayed in the catalog when set. +* Staff will see both primary name and preferred name in the patron + summary side bar. +* Patron searches for any given name field will search both the primary + and preferred name data. +* Preferred name fields are available in Action/Trigger templates and + are present in various patron-focused print templates. + +Name Keywords +++++++++++++++ + +Adds a new field to store miscellaneous patron name search terms. These +values are only for searching and do not appear in any interfaces, apart +from the patron summary side bar and the patron edit UI. + +Included is a new search field in the patron search UI which searches +keyword values and all other name fields. It's essentially a global patron +name keyword search.