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folio/folio
uat-admin/uat-admin
Users: Can view patron pre-registration data
Users: Can merge patron preregistration data
Users: Can create and edit users
Jira feature:
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Instructions
Configuration
To be able the creation of user records based on pre-registration data, the user should have the following permission assigned:
Users: Can view patron pre-registration data
Users: Can merge patron preregistration data
To use this functionality in a new tenant:
Manually create the "Remote Non-circulating" patron group (with an expiration date).
Ensure that the "Home" address type exists in the FOLIO settings.
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Create a new user record from pre-registration data (no duplicates)
Log in to the test environment using the uat-admin credentials.
Navigate to the Users app.
In the User search results pane, select Action > Search patron preregistration records.
Search for the patron preregistration record using any of the following search criteria:
First name
Last name
Preferred first name
Middle name
Email
Combination of First name + Last name
Combination of Preferred name + Last name
Wildcard search (e.g., “*”
In Patron registration record results list, click the New button.
Note: The system checks if the patron's email already exists in user records. If no duplicates are found, a new user record is created using the preregistration data.
Expected Result: A new patron record is created.
Verify the newly created patron record:
Ensure the record contains the following data from the preregistration record:
First name
Last name
Middle name (optional)
Preferred first name (optional)
Email address
Phone number
Mobile phone number (optional)
Address (mapped as follows):
Primary address = true,
Address type = Home,
Address line 1,
Address line 2,
City,
State,
Zip,
Country
Email communication preferences (optional)
Ensure the record includes default patron details generated by FOLIO:
Patron group: "Remote Non-circulating", with an expiration date length of 2 years.
Status: Active.
Enrolled Date: Date of pre-registration form submission
External system ID: patron email
User type: Patron
Permissions: no default permissions
In the pre-registration records (Action > Search patron preregistration records), search for the newly created user record’s pre-registration details.
Expected Result: The pre-registration record for the newly created user should be removed from the search results and no longer appear in the patron pre-registration data.
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