Page Comparison

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Onsite registration completion

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• 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. The 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: Request FOLIO patron account creation - The staff confirms the data requests FOLIO to create the patron's record.

• Step 7: 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.

• Alternate Path: A single record found

  • Step 9: Dialog: Proceed with the existing FOLIO account - If there is already a FOLIO account (e.g. migrated from the previous platform), then the registration desk staff can link Tier 2 registration data with existing record

    • Alternate Path: Staff confirms

      • Step 10: Confirm proceeding - The registration desk staff verifies and confirms that the Tier 2 registration can be linked with the existing patron record

      • Step 11: Link patron record with existing user record - FOLIO performs linking

    • Alternate Path: Staff rejects

      • Step 12: Error: Invalid e-mail address. Use another e-mail - Tier 2 registration data does not match the existing account. The patron should use another e-mail address for registration

• Alternate Path: Multiple records found

  • Step 13: Dialog: Choose existing FOLIO account - If there are multiple FOLIO accounts (e.g. migrated from the previous platform), then the registration desk staff can link Tier 2 registration data with one of the existing records

  • Alternate Path: Staff chooses one account

    • Step 14: Choose the existing FOLIO account - The registration desk staff verifies and confirms that the Tier 2 registration can be linked with one of the existing patron records

    • Step 15: Link patron record with existing user record - FOLIO performs linking

  • Alternate Path: Staff rejects

    • Step 16: Error: Invalid e-mail address. Use another e-mail - Tier 2 registration data does not match the existing account. The patron should use another e-mail address for registration

• Step 17: Return record from users table - FOLIO platform returns data about newly created/updated patron record

• Step 18: Provide photo - The registration desk staff makes a photo and attaches it to patron’s record

• Step 19: Assign the 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 20 Patron is active:
  The patron's status is set to active in the system.

• Step 21 Print Patron Card:
  The registration desk staff prints a physical patron card for the patron, which includes details like the barcode and photo.

• Step 22 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.

Work Breakdown Structure

1. Create a staging table with fields:

   1. First name

   2. Last name

   3. Email

   4. Tier: 1,2

   5. Etc. fields from Tier 2 registration form

2. Modify (edge) POST API to store data in the staging table and accept:

   1. Tier 1 data: only store First/Last name and email address

   2. Tier 2 data: store full data

3. Create GET API for staging table to search/filter data by email/first name/last name

4. Create UI for staging table to search/filter data by email/first name/last name

5. Create PUT API to link patron record with staging record

   1. Create a patron record if not present in user table and link it

   2. Link existing patron record with staging record

6. Create UI dialog to:

   1. Link a staging record with a patron record

   2. Show a list of patron records to choose from

   3. Go to user app with the selected patron record