Page Comparison

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Option 1. Online registration Tier 1, Tier 2

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Patron Registration Process (Tier 1)

• Step 1 Patron fills in an initial registration form (Tier 1):
  The patron begins by filling out the required information in a registration form to initiate their registration process in Locate.

• Step 2 Send patron data (Tier 1):
  The registration form data is sent to FOLIO in order to process the registration request.

• Step 3 Check if e-mail already exists:
  The FOLIO checks whether the email provided by the patron already exists in the FOLIO platform in staging table.

  Alternate Path: If the e-mail is not found

  • Step 4: Store patron data (Tier 1) - The patron data is stored in FOLIO since no existing record with the same email is found.

  • Step 5: Patron data has been stored - Confirmation that the patron data is stored in FOLIO.

  • Step 6: Persist patron data (Tier 1) - The system ensures that the patron data is saved persistently in Locate.

  • Step 7: Send email verification - An email verification message is sent to the patron to confirm his/her email address.

  Alternate Path: If a single patron record with this email address is found

  • Step 8: Store patron data (Tier 1) - The patron data is stored in FOLIO since only one existing record with the same email is found.

  • Step 9: Patron data has been stored - Confirmation that the patron data has been stored.

  • Step 10: Persist patron data (Tier 1) - The system ensures that the patron data is saved persistently in Locate.

  • Step 11: Send email verification - An email verification message is sent to the patron.

  Alternate Path: If multiple records are found for the email

• Step 12

  : Error: Multiple records with the email address found - FOLIO detects multiple patron records associated with the email.

• Step 13: Error: Invalid email address. Use another email - The patron is prompted to use a different email address because the provided one is associated with multiple records.

• Note: At this stage, the patron cannot log in to Locate until the email verification is completed.

Step 14 Verify email:
The patron verifies their email by following the link sent in the email verification message.

• Step 15 13 Activate patron (Tier 1):
  Once the email is verified, the system activates the patron's account in Locate.

• Step 16 14 Send patron activated (Tier 1):
  Locate notifies FOLIO that the patron account has been activated.

• Step 17 15 Mark patron activated (Tier 1):
  FOLIO marks the patron's data as activated in its dedicated table.

Patron Registration Process (Tier 2)

• Step 18 16 Login to Locate:
  The patron logs in to the Locate system after successfully completing the Tier 1 registration.

• Step 19 17 Fill in a Tier 2 registration form:
  The patron fills out a more detailed registration form required for Tier 2 registration.

• Step 20 18 Send patron registration data (Tier 2):
  The registration form data is sent to the FOLIO for further processing.

• Step 21 19 Store patron registration data (Tier 2):
  The patron's Tier 2 registration data is stored in FOLIO.

• Step 22 20 Patron data has been stored (Tier 2):
  Confirmation that the patron's Tier 2 data has been stored.

• Step 23 21 Registration needs to be completed onsite:
  The final step of the registration process needs to be completed in person at the registration desk for verification of identity, card printing, and other formalities.

Option 2. Online registration Tier 1 + Tier 2

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2

Patron Registration Process (Tier 2 + Tier 2)

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Onsite registration completion

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Patron Onsite Registration Completion (Tier 2)

• Step 1 Provide identity confirmation (Driver's license, ID card, etc.):
  The patron arrives at the registration desk and provides valid identification to verify his/her identity.

• Step 2 Search for patron registration data using patron name or email:
  The registration desk staff enters the patron's name or email into the FOLIO to search for the previously stored registration data.

• Step 3 Retrieve patron registration data:
  FOLIO attempts to retrieve the patron's registration data based on the provided information. Alternate Path: If patron registration data is foundThe search is done only in the staging table for Tier 2 records.

• Step 4: Return patron registration data - FOLIO displays the patron's registration data to the registration desk staff.

• Step 5: Verify patron registration data - The registration desk staff reviews and verifies the accuracy of the patron's data.

• Step 6:

  Confirm patron registration data and provide patron's barcode and photo

  Request FOLIO patron account creation - The staff confirms the data

  and may take additional steps such as assigning/generating a barcode and taking a photo for

  requests FOLIO to create the patron's record.

• Step 7:

  Search for the existing patron using email

  Check if e-mail already exists in the users table - FOLIO performs another search using the email to check if there is an existing patron record.Alternate Path: No records found with the email address

  • Step 8: Create a new patron record in the users table and link it with the staging record - If no record is found, FOLIO creates a new patron record in the platform.

• Step 9: Assign appropriate Patron Group to the patron - The new patron record is assigned to the correct patron group based on the registration details. If needed the patron record is moved to the active state.

• Step 10 Patron is active:
  The patron's status is set to active in the system.

• Step 11 Print Patron Card:
  The registration desk staff prints a physical patron card for the patron, which includes details like the barcode and photo.

• Step 12 Patron registration completed:
  The registration process is officially completed, and the patron is now fully registered and activated in the system.

• Note: At this stage, the patron cannot log in to Locate until the email verification is completed.

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