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changes.mady.by.user Kalibek Turgumbayev

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changes.mady.by.user Gurleen Kaur1

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Renewal in FOLIO

Renewal in FOLIO/Locate

Description

FOLIO has a scheduled procedure to find expired patron records. FOLIO notifies expired patrons of account renewal with a link to the Locate web form

FOLIO provides API to find expired patron records. Locate has a scheduled procedure that uses this API. Locate notifies expired patrons of account renewal with a link to the Locate web form

Pros

  1. Might It might be reused as is for other libraries

  1. Consistency. All email notifications from LoC would come from one source

  2. Separation of concerns. FOLIO only provides API for expired users.

Cons

  1. LoC/Locate specific information is stored in FOLIO. Particularly renewal web form base URL(Locate), LoC email template

  2. Requires to provide a mechanism to synchronize one-time URL between FOLIO and Locate

  3. Locate is the end-user-facing system. and Locate already sends ALL the notifications, it should send this email as well

  1. Renewal is not a part of the Locate patron account lifecycle (question)

Work Breakdown

  1. Implement scheduled job to fetch expired patron records from the database

  2. Implement code that creates a one-time renewal link and sends email notifications through mod-email/mod-notifications

  1. Implement scheduled job to fetch expired patron records from FOLIO API

  2. Implement code that creates a one-time renewal link and sends email notifications through mod-email/mod-notifications

Estimation

L tshirt size. (~12 man days)
(Tentative module changes - mod-event-config, mod-users-bl/mod-patron, mod-template-engine)

Questions

  1. Does an account expiration in FOLIO mean a patron should have limited access to Requests through Locate?

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