Summary
The goal of this page is to establish what actions should be done on the FOLIO or Locate side in the renewal procedure for LoC pre-registration flow.
Solution Options
Option | Renewal in FOLIO | Renewal in FOLIO/Locate |
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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 |
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Pros | It might be reused as is for other libraries
| Consistency. All email notifications from LoC would come from one source Separation of concerns. FOLIO only provides API for expired users.
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Cons | LoC/Locate specific information is stored in FOLIO. Particularly renewal web form base URL(Locate), LoC email template Requires to provide a mechanism to synchronize one-time URL between FOLIO and Locate Locate is the end-user-facing system. and Locate already sends ALL the notifications, it should send this email as well
| Renewal is not a part of the Locate patron account lifecycle 
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Work Breakdown | Implement scheduled job to fetch expired patron records from the database Implement code that creates a one-time renewal link and sends email notifications through mod-email/mod-notifications
| Implement scheduled job to fetch expired patron records from FOLIO API Implement code that creates a one-time renewal link and sends email notifications through mod-email/mod-notifications
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Estimation | | |
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Questions
Does an account expiration in FOLIO mean a patron should have limited access to Requests through Locate?