Manage a Map of Local Patron Groups to INN-Reach Central Server Patron Types (PTYPE)

Description

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.

Links to additional info

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?

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Fix versions

Development Team

Volaris

Assignee

Solution Architect

Parent Field Value

None

Parent Status

None

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95

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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
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