Page Comparison

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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 and in users table also.

  Note: The result may be the following:

  1. No records found - OK

  2. Single staging record found - patron already registered in FOLIO,

  use another e-mail address

  3. Single user record found with activated status - patron already registered in FOLIO,

  registration should be finished on site

  4. Single user record found with inactive status - patron already registered in FOLIO,

  registration should be renewed onsite*

  *(in case of automatic renewal we need to create separate flow)

  5. Multiple user records found - patron already registered in FOLIO,

  registration should be finished onsiteCheck if e-mail already exists:
  Locate calls edge-patron (GET /patron-registration-status ) to check the active status of the patron

• Step 3 Return registration status:
  FOLIO performs checks on FOLIO users to return a current registration status. Registration status may be of the following:

  • When the record is found in FOLIO

    • Return 200 - If active

    • Return 404 - If inactive (With a message indicating that it's expired)

  • When the record is NOT found in FOLIO

    • Return 404 - (With a message indicating that it's NOT FOUND)

Alternate Path: 404 - no records found (or inactive record 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.

• Step 8 Verify email:
  The patron verifies their email by following the link sent in the email verification message.

• Step 9 Activate patron (Tier 1):
  Once the email is verified, the system activates the patron's account in Locate.

• Step 10 Send patron activated (Tier 1):
  Locate notifies FOLIO that the patron account has been activated.

• Step 11 Mark patron activated (Tier 1):
  FOLIO marks the patron's data as activated in its dedicated table.

Alternate Path: 200 - active record found

• Step 12 Locate hides the pre-registration link:

  • If the patron is already Tier 2, locate hides the pre-registration link.

Patron Registration Process (Tier 2)

• Step 12 13 Login to Locate:
  The patron logs in to the Locate system after successfully completing the Tier 1 registration.

• Step 13 14 Fill in a Tier 2 registration form:
  The patron fills out a more detailed registration form required for Tier 2 registration.

• Step 14 15 Send patron registration data (Tier 2):
  The registration form data is sent to the FOLIO for further processing.

• Step 15 16 Store patron registration data (Tier 2):
  The patron's Tier 2 registration data is stored in FOLIO.

• Step 16 17 Patron data has been stored (Tier 2):
  Confirmation that the patron's Tier 2 data has been stored.

• Step 17 18 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

Onsite registration completion

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The following functionality covers the case when a patron comes to LoC registration desk without prior creation of Tier 1/2 Locate account. The Kiosk should be implemented in Locate as a separate form allowing patrons to directly fill in Tier 2 registration data and proceed with registration without e-mail address verification.

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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. Add (edge) GET API to check the registration status in users table:

   1. When the record is found in FOLIO

      • Return 200 - If active

      • Return 404 - If inactive (With a message indicating that it's expired)

   2. When the record is NOT found in FOLIO

      • Return 404 - (With a message indicating that it's NOT FOUND)

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

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

   2. Tier1 data (update): the record is activated on Locate side

   3. Tier 2 data (update): store full data

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

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

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

   1. Create a patron record if not present in user table and link move it from staging to user table

   2. Link Update existing patron record with staging record and remove staging record

7. Create UI dialog to:

   1. Link a staging Confirmation to update existing patron record with a patron recordShow a list of patron records to choose fromstaging data

   2. Dialog to choose one of the existing patron records and update it with staging data

   3. Go to user app with the selected patron record

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