...
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 the “*“ symbol
Note: the search can be performed with 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 for any of the preregistration recordrecords.
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 (optionalif present)
Preferred first name (optionalif present)
Email address
Phone number
Mobile phone number (optionalif present)
Address (mapped as follows):
Primary address = true,
Address type = Home,
Address line 1,
Address line 2,
City,
State,
Zip,
Country
Email communication preferences (optionalif present)
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 preregistration form submission
External system ID: patron email
User type: Patron
Permissions: no default permissions
In the preregistration records (Action > Search patron preregistration records), search for the newly created user record’s preregistration details.
Expected Result: The preregistration record for the newly created user should be removed from the search results is removed and no longer appear available in the patron preregistration datasearch results.
...
2. Create a new user record from preregistration data (when duplicates exist)
Precondition: One or more patron records with the same email address as the preregistration record exist in the system.
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 the “*“ symbol.
Note: the search can be performed with any of the following search criteria: First name, Last name. Preferred first name, Middle name, email, a combination of First name + Last name, a combination of Preferred name + Last name, wildcard search (e.g., “*”).
In Patron registration record results list, click the New button for any of the preregistration record .
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: that has duplicates (patron record(s) with the same email exist in the system).
Expected Result: Duplicates are found and displayed on the “Existing FOLIO user records” page.
Select the user record that needs to be overwritten with preregistration data and click the Merge button.
Verify that the existing patron record details are overwritten with the preregistration record details.
Ensure the record contains the following data from the preregistration record:
First name
Last name
Middle name (optionalif present)
Preferred first name (optionalif present)
Email address
Phone number
Mobile phone number (optionalif present)
Address (mapped as follows):
Primary address = true,
Address type = Home,
Address line 1,
Address line 2,
City,
State,
Zip,
Country
Email communication preferences (optionalif present)
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 preregistration form submission
External system ID: patron email
User type: Patron
Patron group: Not changed
Permissions: no default permissionsNot changed
In the preregistration records (Action > Search patron preregistration records), search for the newly created user record’s preregistration details of the updated user record.
Expected Result: The preregistration record for the newly created user should be removed from the search results and no longer appear in the patron preregistration dataupdated patron user is removed and no longer available in the search results.
...
General Notes:
The staging table contains two types of preregistration records: Tier 1 and Tier 2. Only Tier 2 records are searchable and displayed in the UI.
For self-kiosk registration, email verification is skipped. Therefore, the Email Verification field will always display “Not activated” for such records.
Search for duplicates is performed by email within existing active and inactive patron records. Existing records with a staff user type are not included in the list of potential duplicates.