Skip to:

  1. Skip to Jira Navigation
  2. Skip to Side Navigation
  3. Skip to Main Content

Manual Library Card Number Change

Description

Background:

The IDM system stores three values for card numbers:

  • Uni card number

  • Library card number

  • (Effective) Card number

All IDM users have a Uni card number, but only students have a physical, real uni card with this number printed on it. Students use this uni card and the number to identify in the library as a patron. All other library patrons (staff, walk-ins etc.) need a separate, physical libray card. This card can not be printed with the uni card number, but has its own number - the Library card number.

The effective Card number is the library card number, if existing, or else the uni card number.

 

Scope:

Library staff need to be able to:

(A) Create a walk-in contract for a new user with a new libray card number. They want to save the number with the contract record . This is already implemented.

(B) Add, change or delete a library card number to any user in a idm connect screen.

  1. There is be a separate action  "Change library card number" in the Actions menu.
    -> There also is an individual Permission "IDM connect: Change library card number" to access this action.

  2. An IDM search mask opens, titled "Change library card number"

  3. The user can select a record by clicking on the record row, this opens up a detail pane on the right.
    The pane can either reorder the elements of the serach screen to keep them visible
    or just overlay them. It depends on the development effort, both soultions are fine with the group.

  4. The detail pane is titled "edit library card number" and shows basic information about the record (display only) and an editable Library card number field

    • Last name

    • First name

    • Birth date

    • Account status

    • UL affiliation

    • UB role

    • Uni login

    • Uni care number

    • Library card number (editable)

  5. If the user changes the libray card number field's content, an info box is displayed below, indicating the change's effect on the effective Card number.

    • A - no change
      "Please make a change to the Libary card number."
      grey background
      Button "Send to IDM & close" is deactivated and grey.

    • B - existing value is changed
      "The existing Library card number will be updated.
      This action will change the effective Card number to 4-560000001."
      green background

    • C - existing value is cleared
      "The existing Libary card number will be deleted.
      This action will change the effective Card number to 845000000000."
      yellow background

    • D no existing value, value is added
      "A Library card number will be added for the first time.
      This action will change the effective Card number to 4-560000099."
      green background

  6. The user has to buttons, "Cancel" or "Send to IDM & close".
    Both buttons close only the right pane. Cancelling is also possible via an X in the top left of the pane.
    "Send to IDM & close" transmits the data to the IDM API endpoint /ubl/UBReaderNumber/ (only available on the dev API at the moment)

  7. If the changed user record corresponded to a walk-in contract managed in Folio, Saving the change also updates the Library card number field in the Folio walk-on contract record.

 

 

 

Environment

None

Potential Workaround

None

Attachments

10
  • 08 Jul 2022, 07:17 AM
  • 08 Jul 2022, 06:56 AM
  • 08 Jul 2022, 06:56 AM
  • 08 Jul 2022, 06:56 AM
  • 25 Apr 2022, 03:07 PM
  • 25 Apr 2022, 03:07 PM
  • 25 Apr 2022, 03:07 PM
  • 25 Apr 2022, 03:07 PM
  • 25 Apr 2022, 03:07 PM
  • 25 Apr 2022, 03:07 PM

Checklist

hide

TestRail: Results

Activity

Show:

Annika Schröer July 28, 2022 at 1:07 PM

The pane layout has several problems, so we are discussing a re-design. That will be part of a new user story.
Other problems were reported in bug tickets.

Annika Schröer July 8, 2022 at 6:57 AM
Edited

The first tests did lead to some problems (to be continued):

  •  The preview of the new active card in the dialogue (there still named "effective card number, please change) does not work, but seems to display placeholder numbers. --> https://folio-org.atlassian.net/browse/UIIDM-33#icft=UIIDM-33

  •  Updating and adding a library card number throws an error on saving.

    •  Deleting a library card number works, though, the number is also deleted in the IDM and not shown in the next search.

    • EDIT: There still is a validation for the library card number in place in the IDM backend. A valid number can be saved, so this is no problem in the FOLIO code.

  • The screens are not acting correctly on zooming in --> best solution (bugfix vs. resdisgn) still in discussion

  • Changing the pane size lets the screen go blank --> best solution (bugfix vs. resdisgn) still in discussion

  • The right pane that opens on clicking a record doesn't fit to the screen as in the mockup --> best solution (bugfix vs. resdisgn) still in discussion

Screenshots are attached to the issue above.

  I think I need help on how to test the special walk-in behavior, please:

 7. If the changed user record corresponded to a walk-in contract managed in Folio, saving the change also updates the Library card number field in the Folio walk-on contract record.

I think we don't have a walk-in affiliation in any IDM records, yet, and no possibility to upload a Walk-in-contract to IDM. So there doesn't seem to be a possibility for me to test, yet? Should I wait for later?

Done

Details

Assignee

Reporter

Priority

Sprint

Development Team

Leipzig

TestRail: Cases

Open TestRail: Cases

TestRail: Runs

Open TestRail: Runs

Created April 20, 2022 at 9:22 AM
Updated July 28, 2022 at 1:08 PM
Resolved July 28, 2022 at 1:07 PM
TestRail: Cases
TestRail: Runs

Flag notifications