From cb2ad9df75ec15d6587dc0b27dc5b409f6b2d49e Mon Sep 17 00:00:00 2001 From: Bill Erickson Date: Tue, 6 Aug 2013 12:08:00 -0400 Subject: [PATCH] LP1207396 Patron Self-Register Release Notes Signed-off-by: Bill Erickson Signed-off-by: Dan Wells --- .../OPAC/patron_self_reg.txt | 53 +++++++++++++++++++ 1 file changed, 53 insertions(+) create mode 100644 docs/RELEASE_NOTES_NEXT/OPAC/patron_self_reg.txt diff --git a/docs/RELEASE_NOTES_NEXT/OPAC/patron_self_reg.txt b/docs/RELEASE_NOTES_NEXT/OPAC/patron_self_reg.txt new file mode 100644 index 0000000000..1ce63676b1 --- /dev/null +++ b/docs/RELEASE_NOTES_NEXT/OPAC/patron_self_reg.txt @@ -0,0 +1,53 @@ +New Feature: Web-Based Patron Self-Registration +=============================================== + +Feature Summary +--------------- + +Patrons may now fill out a web-based form from within the TPAC to create +pending user accounts. The goal is to make the registration process more +efficient by allowing the patron to provide much of the registration +details in advance of registering with staff. + +Pending user accounts have no privileges. + +The form supports hiding fields, requiring fields, applying format +validation, and displaying example text for selected fields by inspecting the +relevant patron registration org unit settings. + +The "Request Library Card" link appears as the second default "bottom link" +in the TPAC. + +If a user is logged in when clicking the register link, the logged in +user will be tracked as the requesting user for the pending account. +Additionally, the home org unit and some address fields will be pre-populated +for convenience (with the assumption that these will likely be the same for +the pending user -- they can of course be changed). When a requesting user +is present on the pending user, a link to the requesting user will be +displayed within the patron registration form in the staff client. + +Pending patron accounts which sit unattended in the database for too long +are purged via a regularly running (CRON) script. + +Technical Details +----------------- + + * To activate the web form and allow pending patrons to be created, set + the 'opac.allow_pending_user' org unit setting to true where appropriate. + * To purge old pending user accounts, set an interval value for the new + 'opac.pending_user_expire_interval' org unit setting. + * The org unit settings to indicate show/require/regex/example are + loaded dynamically, so any similar org unit settings added in the future + will also be honored. Any setting matching the following format is used: + ** ui.patron.edit.[au|aua].*.show + ** ui.patron.edit.[au|aua].*.require + ** ui.patron.edit.[au|aua].*.regex + ** ui.patron.edit.[au|aua].*.example + +Upgrade Notes +------------- + + * If a value is set for the 'opac.pending_user_expire_interval' for + any org units, the new /openils/bin/purge_pending_users.srfsh script + should also be added the opensrf user's crontab. Running the script once + per day should suffice. -- 2.43.2