Manage a Map of Local Patron Groups to INN-Reach Central Server Patron Types (PTYPE)
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Brooks TravisBrooks TravisPO Rank
95Rank: 5Colleges (Full Jul 2021)
R5Rank: Cornell (Full Sum 2021)
R5Rank: GBV (MVP Sum 2020)
R5Rank: Grand Valley (Full Sum 2021)
R2Rank: TAMU (MVP Jan 2021)
R5Rank: Chicago (MVP Sum 2020)
R5Rank: MO State (MVP June 2020)
R2Rank: U of AL (MVP Oct 2020)
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Details
Details
Reporter

PO Rank
95
Rank: 5Colleges (Full Jul 2021)
R5
Rank: Cornell (Full Sum 2021)
R5
Rank: GBV (MVP Sum 2020)
R5
Rank: Grand Valley (Full Sum 2021)
R2
Rank: TAMU (MVP Jan 2021)
R5
Rank: Chicago (MVP Sum 2020)
R5
Rank: MO State (MVP June 2020)
R2
Rank: U of AL (MVP Oct 2020)
R5
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Created October 23, 2020 at 5:35 AM
Updated October 27, 2021 at 3:49 PM
Resolved October 15, 2021 at 6:11 AM
Current situation or problem:
In an INN-Reach consortium, each participating local server must maintain a mapping of patron types configured on the INN-Reach central server and FOLIO patron groups to determine if a request is permitted.
In scope
A system to manage mapping between FOLIO patron groups and INN-Reach patron types.
A mechanism for periodically retrieving the list of central patron types and alerting a system admin that an action is required (eg. a central patron top is added/removed).
A mechanism for detecting changes in local patron groups that could "break" the configured mapping and a process to alert a system administrator or prevent the change.
Out of scope
N/A
Use case(s)
Proposed solution/stories
System administrators should be able to use a FOLIO settings interface to manage the mapping configuration between FOLIO patron groups and INN-Reach patron types. One INN-Reach patron type should be mappable to multiple folio patron groups. This interface should also provide a method for manually updating the list of patron types from the central server or alerting system administrators when such an update has led to a mismatch in the configured map.
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Questions
What mechanism can be used to notify the INN-Reach FOLIO module(s) to evaluate a change to a FOLIO patron group?
How can system administrators be notified when an update to FOLIO patron groups requries action?
How can system administrators be notified when the central patron type list does not match the configuration on the local server?
What kind of interface should be used to manage this functionality for multiple INN-Reach central servers?