1 New Feature: Web-Based Patron Self-Registration
2 ===============================================
7 Patrons may now fill out a web-based form from within the TPAC to create
8 pending user accounts. The goal is to make the registration process more
9 efficient by allowing the patron to provide much of the registration
10 details in advance of registering with staff.
12 Pending user accounts have no privileges.
14 The form supports hiding fields, requiring fields, applying format
15 validation, and displaying example text for selected fields by inspecting the
16 relevant patron registration org unit settings.
18 The "Request Library Card" link appears as the second default "bottom link"
21 If a user is logged in when clicking the register link, the logged in
22 user will be tracked as the requesting user for the pending account.
23 Additionally, the home org unit and some address fields will be pre-populated
24 for convenience (with the assumption that these will likely be the same for
25 the pending user -- they can of course be changed). When a requesting user
26 is present on the pending user, a link to the requesting user will be
27 displayed within the patron registration form in the staff client.
29 Pending patron accounts which sit unattended in the database for too long
30 are purged via a regularly running (CRON) script.
35 * To activate the web form and allow pending patrons to be created, set
36 the 'opac.allow_pending_user' org unit setting to true where appropriate.
37 * To purge old pending user accounts, set an interval value for the new
38 'opac.pending_user_expire_interval' org unit setting.
39 * The org unit settings to indicate show/require/regex/example are
40 loaded dynamically, so any similar org unit settings added in the future
41 will also be honored. Any setting matching the following format is used:
42 ** ui.patron.edit.[au|aua].*.show
43 ** ui.patron.edit.[au|aua].*.require
44 ** ui.patron.edit.[au|aua].*.regex
45 ** ui.patron.edit.[au|aua].*.example
50 * If a value is set for the 'opac.pending_user_expire_interval' for
51 any org units, the new /openils/bin/purge_pending_users.srfsh script
52 should also be added the opensrf user's crontab. Running the script once
53 per day should suffice.