2020-05-20 User Management Meeting Notes

2020-05-20 User Management Meeting Notes

Meeting URL

https://zoom.us/j/488543197

Date

May 20, 2020

Attendees

  • @Catherine Smith

  •  @patty.wanninger  

  • @Michelle Suranofsky

  • Michael Harrington

  • @Björn Muschall

  • @Brooks Travis

  • @Jana Freytag

  • @Uschi Klute

Goals

Discussion items

 

Notetaker

 

  • Catherine volunteered as tribute as the alphabetical note-taker.

 

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

 

List of fields review

 

  • Sent to RA SIG

    • Want a separate permission for viewing addresses (UIU-1329 Permissions - Users: Basic record view) in user records

  • Permissions for certain patron data from Checkout view; permission needed to disable "Patron look-up" button in Checkout app

  • Patty will create new UXPROD to create additional permissions for user data

  • Need to continue this discussion next week!

  • Possibility of a joint meeting for UM/RA to discuss this list