[UXPROD-992] Patron Portal Support (for Patron Features in Discovery) Created: 09/Jul/18  Updated: 20/Apr/22  Resolved: 21/Nov/18

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: Q2 2018

Type: Epic Priority: P3
Reporter: VBar Assignee: Khalilah Gambrell
Resolution: Done Votes: 0
Labels: edgeapi, external_sys_int, patronportal
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Epic Name: Patron Portal Support (for Patron Features in Discovery)
Front End Estimate: Small < 3 days
Front End Estimator: VBar
Back End Estimate: XXL < 30 days
Back End Estimator: VBar
Rank: Chalmers (Impl Aut 2019): R1
Rank: Chicago (MVP Sum 2020): R1
Rank: Cornell (Full Sum 2021): R1
Rank: 5Colleges (Full Jul 2021): R1
Rank: Lehigh (MVP Summer 2020): R1
Rank: TAMU (MVP Jan 2021): R1
Rank: U of AL (MVP Oct 2020): R1
Start date (migrated):
End date:

 Description   

The Patron Portal encompasses the set of functionalities through which Patrons interact with the Folio system. Patrons do not directly log-in to the Folio User Interface and as such there is no UX associated with the Patron Portal The Patron Portal consists of a set of APIs that allow the users to perform actions such as: placing a hold on an item; paying overdue fines; etc.. The Patron does not interact with the APIs directly but rather through user interfaces that integrated to those APIs: e.g. an OPAC or Discovery system.

The Patron portal would also be used to implement some of the functionality required by GDPR: such as correcting a user record.

Estimates from stories:
UXPROD-367 Closed Configuration for Patron Portal FE: Small < 3 days BE: Medium < 5 days
UXPROD-366 Closed Develop mod-patronportal Okapi Module FE: None BE: XL < 15 days
UXPROD-365 Closed Edge API for Patron Portal FE: None BE: Medium < 5 days

Features completed for this EPIC:

  • Patron authentication via SSO
  • Ability to view loans
  • View fines & fees
  • View holds
  • View past history of loans returned & paid fees
  • Renew loans on items

The ability to issue holds by title are being handled by an additional feature: UXPROD-1061 Closed



 Comments   
Comment by Hkaplanian [ 21/Nov/18 ]

Closing this Epic as what is left for "go-live" is being handled by UXPROD-1061 Closed

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