[Koha-devel] Enable libraries to moderate OPAC self-registrations

[Arthur]

Hi Alex (&folks)

What about the electronic ressources uses the Koha 
groups/patron_category to allow or deny access to the resource?

Then if newly created patrons have a specific default category, then 
this category could be denied access to electronic resources.

We've done this way for our frontend software (Bokeh) and it works quite 
well. Upon login, the patron category is received.

Depending on the category, the user can see the links to electronic 
resource or not. Also the electronic resource server checks the category 
against Koha using CAS attributes.

Cheers,

Arthur

On 31/08/2022 06:32, Alex Buckley wrote:
>
> Thanks for that Tomas, I appreciate it. I will add a separate table(s) 
> and will have a think about what you have noted.
>
> Kind regards,
>
> Alex
>
>
> On 31/08/22 14:35, Tomas Cohen Arazi wrote:
>> Please, use a separate table. And think of the request workflow 
>> handling in the db, the statuses (as enum), how it will be handled at 
>> library or library group level. Even if not implemented at this 
>> stage. Also, maybe you need more than one table, don't fear adding 
>> tables if they make sense and give us a cleaner implementation.
>>
>> Moderation should be traceable, etc.
>>
>> Thinking of API routes for the process usually clears the design 
>> issues as it points to the classes you will need.
>>
>> El lun, 29 ago 2022 19:46, Alex Buckley <alexbuckley at catalyst.net.nz> 
>> escribió:
>>
>>     Kia ora/Hello Koha community,
>>
>>     I am currently working on reviving bug 25090
>>     <https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=25090>
>>     ( Moderate OPAC self-registrations before a patron account is
>>     created ).
>>
>>     *New proposed functionality:*
>>
>>     Step 1: The library enables both the new
>>     'PatronSelfRegistrationModeration' syspref and the existing
>>     'OpacResetPassword'syspref.
>>
>>     Step 2: When a user submits an OPAC self-registration their Koha
>>     patron account is not created immediately - i.e. they cannot yet
>>     log into the OPAC.
>>
>>     Step 3: A pending registration link appears at the bottom of the
>>     staff client home page (like what's currently done with new
>>     purchase suggestions, or OPAC patron modification requests).
>>
>>     Step 4: Librarians can click on the link to go to a page to
>>     approve or decline the registration.
>>
>>     Step 4a: If approved the user is sent an email notice, containing
>>     their Koha username and an OPAC reset password link.
>>
>>     Step 4b: If declined the user is sent a different email notice.
>>
>>     *The rationale for adding this feature:*
>>     You can currently limit the circulation of self-registered
>>     patrons - by using the PatronSelfRegistrationDefaultCategory
>>     syspref and creating circulation rule(s) for that category.
>>
>>     However, users only need an OPAC login (without the ability to
>>     circulate) to access electronic content providers (integrated
>>     with Koha via STunnel/SIP2). Some electronic content providers
>>     charge libraries based on their usage. Meaning it might not be
>>     optimal having anyone from around the world self-registering for
>>     a library OPAC login and accessing electronic content from some
>>     providers, therefore, incurring extra costs for the library.
>>
>>     Bug 25090 was originally developed in the early days of the
>>     pandemic to ensure new self-registering OPAC users accessing 3rd
>>     party databases were coming from acceptable locations i.e. they
>>     were members of the organisation the library is in.
>>
>>     More details can be found here:
>>     https://www.catalyst.net.nz/blog/mental-health-education-resource-library-now-offers-online-self-registration
>>
>>     *Questions I would like to hear your thoughts on please:*
>>
>>     Q1: Are you in favour of this as a new feature in Koha?
>>
>>     Q2: Would you prefer a new database table be added for
>>     self-registrations awaiting approval, or should I use the
>>     borrowers_modifications table - as is used by OPAC patron
>>     modification requests?
>>
>>     Q3: How would you envisage this self-registration moderation
>>     feature fitting in with the existing
>>     PatronSelfRegistrationVerifyByEmailand
>>     PatronSelfRegistrationDefaultCategory sysprefs?
>>
>>     Any thoughts much appreciated.
>>
>>     Kind regards,
>>
>>     Alex
>>
>>     _______________________________________________
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>>
> -- 
> Alex Buckley
> Koha Developer | Implementation Lead
> Catalyst IT - Expert Open Source Solutions
>
> Catalyst.Net Ltd - a Catalyst IT group company
>
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