This design uses the approach of creating a patron record at the later registration stage during the onsite registration completion. Thus, two different terms are used here:
Patron / Registration data - the information a patron enters into the registration forms in Locate. This information will be stored in a dedicated table in the FOLIO (preliminary mod-users)
Patron record - the actual record in the mod-users.users table created based on the Patron / Registration data during the onsite registration completion stage on a successful patron verification.
Option 1. Online registration Tier 1, Tier 2
Patron Registration Process (Tier 1)
Step 1 Patron fills in an initial registration form (Tier 1):
The patron begins by filling out the required information in a registration form to initiate their registration process in Locate.Step 2 Send patron data (Tier 1):
The registration form data is sent to FOLIO in order to process the registration request.Step 3 Check if e-mail already exists:
The FOLIO checks whether the email provided by the patron already exists in the FOLIO platform.Alternate Path: If the e-mail is not found
Step 4: Store patron data (Tier 1) - The patron data is stored in FOLIO since no existing record with the same email is found.
Step 5: Patron data has been stored - Confirmation that the patron data is stored in FOLIO.
Step 6: Persist patron data (Tier 1) - The system ensures that the patron data is saved persistently in Locate.
Step 7: Send email verification - An email verification message is sent to the patron to confirm his/her email address.
Alternate Path: If a single patron record with this email address is found
Step 8: Store patron data (Tier 1) - The patron data is stored in FOLIO since only one existing record with the same email is found.
Step 9: Patron data has been stored - Confirmation that the patron data has been stored.
Step 10: Persist patron data (Tier 1) - The system ensures that the patron data is saved persistently in Locate.
Step 11: Send email verification - An email verification message is sent to the patron.
Alternate Path: If multiple records are found for the email
Step 12: Error: Multiple records with the email address found - FOLIO detects multiple patron records associated with the email.
Step 13: Error: Invalid email address. Use another email - The patron is prompted to use a different email address because the provided one is associated with multiple records.
Note: At this stage, the patron cannot log in to Locate until the email verification is completed.
Step 14 Verify email:
The patron verifies their email by following the link sent in the email verification message.Step 15 Activate patron (Tier 1):
Once the email is verified, the system activates the patron's account in Locate.Step 16 Send patron activated (Tier 1):
Locate notifies FOLIO that the patron account has been activated.Step 17 Mark patron activated (Tier 1):
FOLIO marks the patron's data as activated in its dedicated table.
Patron Registration Process (Tier 2)
Step 18 Login to Locate:
The patron logs in to the Locate system after successfully completing the Tier 1 registration.Step 19 Fill in a Tier 2 registration form:
The patron fills out a more detailed registration form required for Tier 2 registration.Step 20 Send patron registration data (Tier 2):
The registration form data is sent to the FOLIO for further processing.Step 21 Store patron registration data (Tier 2):
The patron's Tier 2 registration data is stored in FOLIO.Step 22 Patron data has been stored (Tier 2):
Confirmation that the patron's Tier 2 data has been stored.Step 23 Registration needs to be completed onsite:
The final step of the registration process needs to be completed in person at the registration desk for verification of identity, card printing, and other formalities.
Option 2. Online registration Tier 1 + Tier 2
Patron Registration Process (Tier 2 + Tier 2)
Step 1 Patron fills in a complete registration form (Tier 1 + Tier 2):
The patron begins by filling out a comprehensive registration form that includes both Tier 1 and Tier 2 information in one go.Step 2 Send patron data (Tier 1 + Tier 2):
The filled-out registration data is sent to the FOLIO platform, which processes the combined registration request.Step 3 Check if e-mail already exists:
FOLIO checks whether the email provided by the patron is already present in the FOLIO platform.Alternate Path: If the e-mail is not found
Step 4: Store patron data (Tier 1 + Tier 2) in FOLIO - Since no existing record with the same email is found, FOLIO stores the entire patron data.
Step 5: Patron data has been stored - Confirmation that the patron data has been successfully stored in FOLIO.
Step 6: Persist patron data (Tier 1) - Locate ensures that the patron data from Tier 1 is saved persistently.
Step 7: Send email verification - An email verification message is sent to the patron to confirm his/her email address.
Step 8: Registration needs to be completed onsite - The patron is informed that the final step of the registration needs to be completed in person.
Alternate Path: If a single patron record with this email address is found
Step 9: Store patron data (Tier 1 + Tier 2) - The patron data is stored in FOLIO since only one existing record with the same email is found.
Step 10: Patron data has been stored - Confirmation that the patron data has been successfully stored in FOLIO.
Step 11: Persist patron data (Tier 1) - Locate ensures that the patron data from Tier 1 is saved persistently.
Step 12: Send email verification - An email verification message is sent to the patron.
Step 13: Registration needs to be completed onsite - The patron is informed that the final step of the registration needs to be completed in person.
Alternate Path: If multiple records are found for the email
Step 14: Error: Multiple records with the email address found - The system detects multiple patron records associated with the email.
Step 15: Error: Invalid email address. Use another email - The patron is prompted to use a different email address because the provided one is associated with multiple records.
Note 1: At this stage, the patron cannot log in to Locate until the email verification is completed.
Note 2: This registration can be done onsite using a self-service point or with the help of the registration desk staff.
Note 3: Unverified e-mail does not block onsite registration completion.
Step 16 Verify email:
The patron verifies his/her email by following the link sent in the email verification message.Step 17 Activate patron (Tier 1):
Once the email is verified, Locate activates the patron's account for Tier 1.Step 18 Send patron activated (Tier 1):
Locate notifies FOLIO that the patron account has been activated for Tier 1.Step 19 Mark patron activated (Tier 1):
FOLIO marks the patron's data as activated for Tier 1 in its dedicated table.
Onsite registration completion
Patron Onsite Registration Completion (Tier 2)
Step 1 Provide identity confirmation (Driver's license, ID card, etc.):
The patron arrives at the registration desk and provides valid identification to verify his/her identity.Step 2 Search for patron registration data using patron name or email:
The registration desk staff enters the patron's name or email into the FOLIO to search for the previously stored registration data.Step 3 Retrieve patron registration data:
FOLIO attempts to retrieve the patron's registration data based on the provided information.Alternate Path: If patron registration data is found
Step 4: Return patron registration data - FOLIO displays the patron's registration data to the registration desk staff.
Step 5: Verify patron registration data - The registration desk staff reviews and verifies the accuracy of the patron's data.
Step 6: Confirm patron registration data and provide patron's barcode and photo - The staff confirms the data and may take additional steps such as assigning/generating a barcode and taking a photo for the patron's record.
Step 7: Search for the existing patron using email - FOLIO performs another search using the email to check if there is an existing patron record.
Step 8: Create patron record - If no record is found, FOLIO creates a new patron record in the platform.
Step 9: Assign appropriate Patron Group to the patron - The new patron record is assigned to the correct patron group based on the registration details. If needed the patron record is moved to the active state.
Step 10 Patron is active:
The patron's status is set to active in the system.Step 11 Print Patron Card:
The registration desk staff prints a physical patron card for the patron, which includes details like the barcode and photo.Step 12 Patron registration completed:
The registration process is officially completed, and the patron is now fully registered and activated in the system.Note: At this stage, the patron cannot log in to Locate until the email verification is completed.
Alternate Path: If patron registration data is not found
Step 13: Patron registration data not found - If after searching, the system is still unable to find any registration data, the process cannot proceed until this issue is resolved.