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

Alex Buckley alexbuckley at catalyst.net.nz
Mon Sep 12 10:20:46 CEST 2022


Good point Tomas. 

An unmoderated patron registration would be like a staged (but not
imported) patron record.

I see you created a bug report for that functionality on
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=20916

Were you planning on working on that or is it available for others to
work on it?


On 7/09/22 03:04, Tomas Cohen Arazi wrote:
> I think we need to resurrect the idea of a patron import staging +
> import step. This one being a particular use case.
>
> El mar, 6 sept 2022 a las 7:43, Katrin Fischer
> (<katrin.fischer.83 at web.de>) escribió:
>
>     Hi all,
>
>     I think the feature would be useful. :)
>
>     I feel there has been some misunderstanding about the
>     borrower_modifications table. It doesn't require a valid
>     borrowernumber as the table is used for at least 2 purposes already:
>
>     * Patron data modification requests from the OPAC (borrowernumber
>     of patron)
>
>     * Patron self registrations with required email verification
>     (borrowernumber = 0)
>
>     It's used as a temporary storage for patron data and I am not sure
>     if a separate table would makes sense as the table structure would
>     probably be really similar. We already need to keep 3 tables in
>     sync when adding columns: borrowers, deletedborrowers,
>     borrower_modifications. We might also want to think about how the
>     data will move when email verification is used in addition to
>     moderation.
>
>     Hope this helps,
>
>     Katrin
>
>     On 31.08.22 04:35, 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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>>
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>
> -- 
> Tomás Cohen Arazi
> Theke Solutions (http://theke.io)
> ✆ +54 9351 3513384
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-- 
Alex Buckley
Koha Developer | Implementation Lead
Catalyst IT - Expert Open Source Solutions

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