| Preferred name on user record (UIU-1649) | Group | - Patty has created a story for this feature
- How will preferred names be entered into FOLIO? Under what circumstances would a preferred name be used?
- Would the group prefer first name only? Something that can be manually typed in? Is a token needed (conditional if present)?
- Requirement: if a preferred name is present, use as the "First Name" token.
- Demonstration of token use in notice templates
- Honorifics, name suffixes also need tokens
- Would this field be protected from being overwritten by a feed from an identity provider?
- This would be a poor use of a custom field
- Can custom fields be tokenized? (There is a ticket for this feature)
- Tie in to patron empowerment?
- There may be a need to store both a legal name and a preferred first name
- Display name string versus first name/last name/preferred name data elements?
- Useful for international names
- Preferred first name + last name combination for display name
- Example needed of this kind of field in a different system
- UICIRC-162 Add the preferred name token to the list of patron notice tokens
- Logic (if...else) statements needed in notice templates in order to select appropriate name token (preferred name vs. first name); ability to use a conditional block (basic "looping" functionality already supported)
- Alternative: construct "display name" in patron record based on preferred first name/first name presence and last name; protected field; create "display name" token for notice templates
- Need preferred first name element from data load before "display name" calculation (possibly including honorifics)
- Different libraries might want to construct these display names differently ("Preferred first name + last name" or "Honorific + Preferred first name + Middle initial + Last name + Suffixes")
- Construction of a display name might need to be different based on the use case (different types of display names)
- Should preferred names be searchable?
- Use of non-standard characters (varchar? strings, non-ASCII, spaces, etc)
- Patty will make necessary edits to UIU-1649 for review
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