[Koha-bugs] [Bug 7067] allow patron self registration via the opac

[bugzilla-daemon at bugs.koha-community.org]

http://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=7067

Jared Camins-Esakov <jcamins at cpbibliography.com> changed:

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--- Comment #118 from Jared Camins-Esakov <jcamins at cpbibliography.com> ---
Created attachment 13765
  -->
http://bugs.koha-community.org/bugzilla3/attachment.cgi?id=13765&action=edit
Bug 7067 - OPAC Borrower Self Registration

This development will add the ability for a new patron to register
himself or herself. The self-registration will attempt to match this
newly inputted data to any existing patrons and if any possible matches
are found, ask if the patron is sure he or she doesn't already have an
account at the library. A system preference may be set to prevent patron
self-registration if the system detects the possibility that the person
may already have an account.

Once the patron has registered, passing a captcha (or similar
bot-stopper), the patron will then be optionally verified a second time
via email. At this point, the patron will be able to print a temporary
library card (optional by system preference), and will be provided any
details necessary to access electronic resources (this body of text
would be a template in the slips and notices system). At the library's
choice, this new patron would either be set to a temporary patron status
(patron type set via system preference), or a fully-fledged patron
(allow patron type to be determined by age and/or other attributes).
Assuming the library uses temporary patron types for OPAC registrations,
this patron will next enter a queue and would need to physically enter
the library to verify himself and become a fully-fledged patron (most
likely by bringing in physical proof of address, etc.). The librarian
would look up the patron record and modify the patron type. If a
temporary patron has not been verified within a certain time frame
(defined by a system preference), the patron record will be deleted
from the system via a cron job.

For registered patrons, the system will allow each person to also
update his or her personal data via the OPAC. When a patron updates his
or her information, the changes will be entered into a queue to be
verified by a librarian (preventing a patron from inputting obviously
bogus data). The staff client home page will display the number of
patron records with changes awaiting approval. A librarian would then be
able to click through a list of modification requests, and approve or
deny each (with approval and denial alerts being sent to the patron via
the standard messaging system).

NEW SYSTEM PREFERENCES
* PatronSelfRegistration
* PatronSelfRegistrationDetectDuplicates
* PatronSelfRegistrationVerifyByEmail
* PatronSelfRegistrationPrintTemporaryCard
* PatronSelfRegistrationUseTemporaryStatus
* PatronSelfRegistrationExpireTemporaryAccountsDelay

NEW NOTICE
* Verify by email notice

NEW SLIP
* Temporary card slip

NEW CRON JOB
* delete_expired_opac_registrations.pl
  - Deletes patrons that have not been upgraded from the temporary
    status within the specified delay
* delete_unverified_opac_registrations.pl
  - Deletes the unverified patrons based on the length of time specified
    in the PatronSelfRegistrationExpireTemporaryAccountsDelay

The patron will register from self_registration.pl, linked off opac-main.pl if
enabled. The registration page will be translatable to other languages in the
same way that existing templates are.

Test Plan:
1) Enable PatronSelfRegistration
2) Set PatronSelfRegistrationExpireTemporaryAccountsDelay to a number
   of days
3) Create a self-registered borrower category
4) Set PatronSelfRegistrationUseTemporaryStatus
5) Set PatronSelfRegistrationVerifyByEmail to "Don't require"
6) Go to OPAC, log out if logged in.
7) You should see the "Register here" link below the login box
8) Attempt to register yourself
9) Verify you can log in with your temporary password.
10) Set PatronSelfRegistrationVerifyByEmail to "Require"
11) Attempt another self-registration
12) Check the messages table, you should see a new message with a
    verification link.
13) Copy and paste the link into a web browser to verify the registration
14) Log in with the given credentials to verify the account was created.

Test Plan - Part 2 - Borrower Modifications

1) Log in to OPAC, go to "my personal details" tab.
2) Make some modifications to your details.
3) Repeat steps 1 and 2 for two more borrowers.
4) Log in to Koha intranet with a user that can modify borrowers.
5) At the bottom of mainpage.pl, you should see:
  Patrons requesting modifications: 3
6) Click the link
7) Approve one change, deny a different one, and ignore the third, then
   submit.
8) Check the records, you should see the changes take affect on the
   approved one, and no changes to the other two. You should also see
   "Patrons requesting modifications: 1" at the bottom of mainpage.pl
   now.

Signed-off-by: Jonathan Druart <jonathan.druart at biblibre.com>
Signed-off-by: Owen Leonard <oleonard at myacpl.org>

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