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

Alex Buckley alexbuckley at catalyst.net.nz
Wed Sep 14 23:20:43 CEST 2022


Thanks Tomas!

On 13/09/22 00:34, Tomas Cohen Arazi wrote:
> I'm not planning to work on that in a short term.
>
> El lun, 12 sept 2022 a las 5:20, Alex Buckley
> (<alexbuckley at catalyst.net.nz>) escribió:
>
>     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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>>         _______________________________________________
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>>
>>
>>
>>     -- 
>>     Tomás Cohen Arazi
>>     Theke Solutions (http://theke.io)
>>     ✆ +54 9351 3513384
>>     GPG: B2F3C15F
>>
>>     _______________________________________________
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>>     bugs : https://bugs.koha-community.org/
>
>     -- 
>     Alex Buckley
>     Koha Developer | Implementation Lead
>     Catalyst IT - Expert Open Source Solutions
>
>     Catalyst.Net Ltd - a Catalyst IT group company
>
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>
>
> -- 
> Tomás Cohen Arazi
> Theke Solutions (http://theke.io)
> ✆ +54 9351 3513384
> GPG: B2F3C15F

-- 
Alex Buckley
Koha Developer | Implementation Lead
Catalyst IT - Expert Open Source Solutions

Catalyst.Net Ltd - a Catalyst IT group company

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