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Submitted

Approved

Status

Status
titleDraft

Impact

Status
colourBlue
titlemedium

Arch Ticket

Jira Legacy
serverSystem JIRAJira
serverId01505d01-b853-3c2e-90f1-ee9b165564fc
keyUXPROD-4663

Prod ticket

Jira Legacy
serverSystem JIRAJira
serverId01505d01-b853-3c2e-90f1-ee9b165564fc
keyARCH-178

...

As described in prod ticket:

Jira Legacy
serverSystem JIRAJira
serverId01505d01-b853-3c2e-90f1-ee9b165564fc
keyUXPROD-4663

Non-functional Requirements

  1. Manageability

    1. The solution should provide the ability to configure specific LoC fields without affecting other Libraries

  2. Interoperability

    1. The solution should provide external API for 3rd party applications to create patrons in FOLIO

  3. Security

    1. The solution should provide an authorization mechanism through FOLIO edge module API keys mechanism

Target Architecture

Context Diagram

...

Workflow diagram

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diagramDisplayNameVolaris-LCUserRegistration-Workflow.drawio
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baseUrlhttps://folio-org.atlassian.net/wiki
diagramNameVolaris LC User Registration-LCUserRegistration-Workflow.drawio
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width6911206.5
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Container Diagram

...

766.5

Swimlane diagram

The process of remote registration for LC is based on the interaction of a patron with a pre-registration form through Locate UI. To support the flow Locate should be able to verify the patron’s email address.

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  1. Edge API Contract

...

2351

Non-functional Requirements

  1. Manageability

    1. The solution should provide the ability to configure specific LoC fields without affecting other Libraries

  2. Interoperability

    1. The solution should provide external API for 3rd party applications to create patrons in FOLIO

  3. Security

    1. The solution should provide an authorization mechanism through FOLIO edge module API keys mechanism

Target Architecture

Context Diagram

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diagramDisplayNameVolaris LC User Registration Ctx.drawio
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baseUrlhttps://folio-org.atlassian.net/wiki
diagramNameVolaris LC User Registration.drawio
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Container Diagram

The solution should be imlemented as new edge-API in edge-patron module to provide access for external application.

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  1. Edge API Contract

Macro openapi
sourceTypeMacroBody
attachmentPageId
syntaxSwagger / OpenAPI
attachmentId
url
openapi: 3.0.3
info:
  title: Patron creation
  description: Edge API for creation of patron account through web-form
  version: 1.0.0
servers:
  - url: 'https://github.com/folio-org/mod-patron'
paths:
  /patron/account/{email}:
    get:
      description: Get patron account by email
      tags:
        - patron
      parameters:
        - in: path
          name: email
          schema:
            type: string
          required: true
      responses:
        201:
          $ref: "#/components/requestBodies/PatronAccountRequest"
        404:
          $ref: '#/components/responses/NotFound'
    put:
      description: Update Patron Account by email
      operationId: updatePatronByEmail
      tags:
        - patron
      parameters:
        - in: path
          name: email
          schema:
            type: string
          required: true
      requestBody:
        $ref: "#/components/requestBodies/PatronAccountRequest"
      responses:
        201:
          $ref: "#/components/requestBodies/PatronAccountRequest"
        404:
          $ref: '#/components/responses/NotFound'
        400:
          $ref: '#/components/responses/BadRequest'
        500:
          $ref: '#/components/responses/InternalServerError'
  /patron/account:
    get:
      description: Get Expired records
      operationId: getExpiredRecords
      tags:
        - patron
      parameters:
        - in: query
          name: expired
          description: flag to fetch expired records
          required: true
      responses:
        201:
          #TODO: Don't need to return all fields for expired record
          description: A JSON array of user names
          content:
            application/json:
              schema:
                type: array
                items:
                  $ref: "#/components/requestBodies/PatronAccountRequest"
        404:
          $ref: '#/components/responses/NotFound'
        400:
          $ref: '#/components/responses/BadRequest'
        500:
          $ref: '#/components/responses/InternalServerError'
    post:
      description: Create Patron Account
      operationId: createPatron
      tags:
        - patron
      requestBody:
        $ref: "#/components/requestBodies/PatronAccountRequest"
      responses:
        201:
          $ref: "#/components/requestBodies/PatronAccountRequest"
        404:
          $ref: '#/components/responses/NotFound'
        400:
          $ref: '#/components/responses/BadRequest'
        500:
          $ref: '#/components/responses/InternalServerError'


components:
  schemas:
    PatronAccount::
    PatronAccount:
      #TODO: Remove fields according to latest updates from LoC
      type: object
      description: Information for patron registration for web-form
      required:
        - generalInfo
        - address0
        - contactInfo
        - preferences
        - userType
      properties:
        generalInfo:
          description: General info
          type: object
          required:
            - firstName
            - lastName
          properties:
            externalSystemId:
              description: External System ID
              type: string
            title:
              description: Title
              type: string
            firstName:
              description: First Name
              type: string
            middleName:
              description: Middle Name
              type: string
            lastName:
              description: Last Name
              type: string

        address0:
          description: Current address/Address 0
          type: object
          properties:
            addressLine0:
              description: Current Address/Address line 0
              type: string
            addressLine1:
              description: Current Address/Address line 1
              type: string
            city:
              description: City
              type: string
            province:
              description: State/Province
              type: string
            zip:
              description: Zip/Postal Code
              type: string
            country:
              description: Country
              type: string

        address1:
          description: Address on Photo ID/Address 1 (optional)
          type: object
          properties:
            addressLine0:
              description: Current Address/Address line 0
              type: string
            addressLine1:
              description: Current Address/Address line 1
              type: string
            city:
              description: City
              type: string
            province:
              description: State/Province
              type: string
            zip:
              description: Zip/Postal Code
              type: string
            country:
              description: Country
              type: string

        contactInfo:
          description: Contact info
          type: object
          required:
            - homePhone
            - email
          properties:
            homePhone:
              description: Home Phone
              type: string
            mobilePhone:
              description: Mobile Phone
              type: string
            localPhone:
              description: Local Phone
              type: string
            email:
              description: Email Address
              type: string

        preferences:
          type: object
          description: Preferences
          properties:
            serviceEmailAlertsEnabled:
              description: I would like to receive email communications from the Library of Congress about service requests and alerts, research information, and surveys related to doing research at the Library.
              type: boolean
              default: false
            programEmailAlertsEnabled:
              description: I would like to receive email communications from the Library of Congress about other Library programs (concerts, exhibits, lectures, etc.), customer surveys, and other services available to the general public.
              type: boolean
              default: false
            supportEmailAlertsEnabled:
              description: I would like to receive email communications from the Library of Congress about how I might support the Library.
              type: boolean
              default: false

        userType:
          description: User Type
          type: object
          required:
            - age
            - use
          properties:
            age:
              description: Age
              type: integer
            use:
              default: Use (Academic/personal)
              type: string
              enum: [ "ACADEMIC", "PERSONAL" ]
            academicStatus:
              description: Academic Status (required if "use" is ACADEMIC)
            institution:
              description: Academic Institution (required if "use" is ACADEMIC)

    Error:
      description: "An error"
      type: object
      properties:
        message:
          type: string
          minLength: 1
          description: "Error message text"
        type:
          type: string
          description: "Error message type"
        code:
          type: string
          description: "Error message code"
      additionalProperties: false
      required:
        - message

  requestBodies:
    PatronAccountRequest:
      content:
        application/json:
          schema:
            $ref: "#/components/schemas/PatronAccount"

  responses:
    PatronAccountResponse:
      description: SuccessfulResult
      content:
        application/json:
          schema:
            $ref: "#/components/schemas/PatronAccount"

    NotFound:
      description: Resource not found
      content:
        application/json:
          schema:
            $ref: "#/components/schemas/Error"
    BadRequest:
      description: Bad request
      content:
        application/json:
          schema:
            $ref: "#/components/schemas/Error"
    InternalServerError:
      description: Internal server error
      content:
        application/json:
          schema:
            $ref: "#/components/schemas/Error"

  1. Configuration Settings

    1. The solution should provide a UI screen to map values for externally created patron accounts to correct FOLIO values:

      1. Patron group: FOLIO User should be able to select existing patron group for new patrons

      2. Expiration date: FOLIO User should be able to select the existing patron group for new patrons

      3. For user type and status the solution should provide related defaults described in prod ticket

    2. The solution should provide a UI setting for the one-time operation to create LoC-required custom fields. The list of custom fields is attached to

      Jira Legacy
      serverSystem JIRAJira
      serverId01505d01-b853-3c2e-90f1-ee9b165564fc
      keyUXPROD-4663