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As described in prod ticket:
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Non-functional Requirements
Manageability
The solution should provide the ability to configure specific LoC fields without affecting other Libraries
Interoperability
The solution should provide external API for 3rd party applications to create patrons in FOLIO
Security
The solution should provide an authorization mechanism through FOLIO edge module API keys mechanism
Target Architecture
Context Diagram
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Workflow diagram
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Container Diagram
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Swimlane diagram (V2)
The process of remote registration for LC is based on the interaction of a patron with a pre-registration form through Locate UI. To support the flow Locate should be able to verify the patron’s email address.
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Edge API Contract
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Non-functional Requirements
Manageability
The solution should provide the ability to configure specific LoC fields without affecting other Libraries
Interoperability
The solution should provide external API for 3rd party applications to create patrons in FOLIO
Security
The solution should provide an authorization mechanism through FOLIO edge module API keys mechanism
Assumptions
Locate verifies the patron’s email address before starting pre-registration in FOLIO
Locate can define and represent in UI the current status of patron’s registration in FOLIO (expired or not)
Target Architecture
Context Diagram
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Container Diagram
The solution should be imlemented as new edge-API in edge-patron
module to provide access for external application.
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Edge API Contract
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openapi: 3.0.3 info: title: Patron creation description: Edge API for creation of patron account through web-form version: 1.0.0 servers: - url: 'https://github.com/folio-org/mod-patron' paths: /patron/account/{email}: get: description: Get patron account by email tags: - patron parameters: - in: path name: email schema: type: string required: true responses: 201: $ref: "#/components/requestBodies/PatronAccountRequest" 404: $ref: '#/components/responses/NotFound' put: description: Update Patron Account by email operationId: updatePatronByEmail tags: - patron parameters: - in: path name: email schema: type: string required: true requestBody: $ref: "#/components/requestBodies/PatronAccountRequest" responses: 201: $ref: "#/components/requestBodies/PatronAccountRequest" 404: $ref: '#/components/responses/NotFound' 400: description: Create Patron Account $ref: '#/components/responses/BadRequest' 500: operationId: createPatron tags$ref: '#/components/responses/InternalServerError' /patron/account: -get: patron requestBodydescription: Get Expired records $ref operationId: "#/components/requestBodies/PatronAccountRequest"getExpiredRecords responsestags: 201:- patron $ref: "#/components/requestBodies/PatronAccountRequest"parameters: 404- in: query $ref name: '#/components/responses/NotFound' expired 400description: flag to fetch expired records $ref required: '#/components/responses/BadRequest'true responses: 500: 201: $ref: '#/components/responses/InternalServerError' componentsdescription: A schemas: JSON array of user names PatronAccount: typecontent: object descriptionapplication/json: Information for patron registration for web-form required: schema: - generalInfo -type: address0array - contactInfo items: - preferences - userType properties:$ref: "#/components/schemas/ExpiredPatronAccount" generalInfo404: description$ref: General info'#/components/responses/NotFound' 400: type: object $ref: '#/components/responses/BadRequest' required: 500: - firstName $ref: '#/components/responses/InternalServerError' post: - lastName description: Create Patron Account propertiesoperationId: createPatron tags: title: - patron descriptionrequestBody: Title $ref: "#/components/requestBodies/PatronAccountRequest" typeresponses: string 201: firstName: $ref: "#/components/requestBodies/PatronAccountRequest" description 404: First Name $ref: '#/components/responses/NotFound' type: string 400: middleName$ref: '#/components/responses/BadRequest' 500: description: Middle Name $ref: '#/components/responses/InternalServerError' components: typeschemas: string ExpiredPatronAccount: lastNametype: object description: Information on expired patron accoun description: Last Name properties: typeexternalSystemId: string address0description: External System ID description: Current address/Address 0 type: string typefirstName: object propertiesdescription: First Name addressLine0type: string preferredFirstName: description: Current Address/Address line 0 description: Preferred First Name type: string middleName: addressLine1: description: Middle Name description: Current Address/Address line 1type: string lastName: type: string description: Last Name city: type: string descriptionemail: City description: Email Address type: string type: string province: expirationDate: description: State/ProvinceExpiration Date type: string format: date zip: PatronAccount: type: object description: Zip/Postal Code description: Information for patron registration for web-form typerequired: string - generalInfo country: - address description:- CountrycontactInfo - userType type: string properties: address1generalInfo: description: Address on Photo ID/Address 1 (optional)General info type: object propertiesrequired: addressLine0:- firstName - description:lastName Current Address/Address line 0 type: stringproperties: addressLine1externalSystemId: description: CurrentExternal Address/Address line 1System ID type: string cityfirstName: description: First CityName type: string provincepreferredFirstName: description: State/ProvincePreferred First Name type: string zipmiddleName: description: Zip/PostalMiddle CodeName type: string countrylastName: description: CountryLast Name type: string contactInfoaddress: description: ContactCurrent infoaddress/Address type: object requiredproperties: -addressLine0: homePhone description: - emailCurrent Address/Address line 0 propertiestype: string homePhoneaddressLine1: description: Home Phone Current Address/Address line 1 type: string mobilePhonecity: description: MobileCity Phone type: string localPhoneprovince: description: Local PhoneState/Province type: string emailzip: description: EmailZip/Postal AddressCode type: string preferences: country: type: object description: Country description: Preferences propertiestype: string contactInfo: serviceEmailAlertsEnabled: description: Contact info description: I would like to receive email communications fromtype: theobject Library of Congress about service requests and alerts, research information, andrequired: surveys related to doing research at the Library. - phone type: boolean - email defaultproperties: false programEmailAlertsEnabledphone: description: IPhone wouldNumber like to receive email communications from the Library of Congress about other Library programs (concerts, exhibits, lectures, etc.), customer surveys, and other services available to the general public.type: string mobilePhone: typedescription: booleanMobile Phone defaulttype: falsestring supportEmailAlertsEnabledemail: description: Email IAddress would like to receive email communications from the Library of Congress about how I mighttype: supportstring the Library. preferences: type: boolean type: object defaultdescription: Preferences false userTypeproperties: description: User TypeserviceEmailAlertsEnabled: type: object description: I would like to receive email communications required:from the Library of Congress about service requests and alerts, research information, and -surveys agerelated to doing research at the Library. - use type: boolean properties: agedefault: false descriptionprogramEmailAlertsEnabled: Age typedescription: integer I would like to receive email communications from the Library of Congress use:about other Library programs (concerts, exhibits, lectures, etc.), customer surveys, and other services available to default:the Use (Academic/personal)general public. type: stringboolean enumdefault: [ "ACADEMIC", "PERSONAL" ]false academicStatussupportEmailAlertsEnabled: description: Academic Status (required if "use" is ACADEMIC) I would like to receive email communications from the Library of Congress about how I might support the Library. institution: type: boolean description: Academic Institution (required if "use" isdefault: ACADEMIC)false Error: description: "An error" type: object properties: message: type: string minLength: 1 description: "Error message text" type: type: string description: "Error message type" code: type: string description: "Error message code" additionalProperties: false required: - message requestBodies: PatronAccountRequest: content: application/json: schema: $ref: "#/components/schemas/PatronAccount" responses: PatronAccountResponse: description: SuccessfulResult content: application/json: schema: $ref: "#/components/schemas/PatronAccount" NotFound: description: Resource not found content: application/json: schema: $ref: "#/components/schemas/Error" BadRequest: description: Bad request content: application/json: schema: $ref: "#/components/schemas/Error" InternalServerError: description: Internal server error content: application/json: schema: $ref: "#/components/schemas/Error" |
Configuration Settings
The solution should provide a UI screen to map values for externally created patron accounts to correct FOLIO values:
Patron group: FOLIO User should be able to select existing patron group for new patrons
Expiration date: FOLIO User should be able to select the existing patron group for new patrons
For user type and status the solution should provide related defaults described in prod ticket
The solution should provide a UI setting for the one-time operation to create LoC-required custom fields. The list of custom fields is attached to
Jira Legacy server System JIRAJira serverId 01505d01-b853-3c2e-90f1-ee9b165564fc key UXPROD-4663