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public:bc_services_card [2023/03/24 21:55]
jeff [Creating a patron self-registration application] |
public:bc_services_card [2024/05/09 05:04] (current)
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| Patrons are normally registered via the EG staff client, by staff at the circ desk ([[https://docs.evergreen-ils.org/eg/docs/latest/circulation/circulation_patron_records_web_client.html#_registering_new_patrons|docs]]). We also have custom scripts for importing patron records from student management systems for a few post-secondary libraries. There's no official API or process specifically intended to enable third-party applications to create/import/validate patron records (EG needs more third-party-friendly APIs generally), but there's a feature request to include a standard import script: [[https://bugs.launchpad.net/evergreen/+bug/1786524|LP#1786524]] | Patrons are normally registered via the EG staff client, by staff at the circ desk ([[https://docs.evergreen-ils.org/eg/docs/latest/circulation/circulation_patron_records_web_client.html#_registering_new_patrons|docs]]). We also have custom scripts for importing patron records from student management systems for a few post-secondary libraries. There's no official API or process specifically intended to enable third-party applications to create/import/validate patron records (EG needs more third-party-friendly APIs generally), but there's a feature request to include a standard import script: [[https://bugs.launchpad.net/evergreen/+bug/1786524|LP#1786524]] |
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| Several other Evergreen consortia (PINES and KCLS) use Quipu's eCARD product which has some overlap with BC Services Card use cases. There's been some effort to bring their Quipu integration into mainline Evergreen, ideally in a generic way that could also support similar products: [[https://bugs.launchpad.net/evergreen/+bug/1902937|LP#1902937]] | Several other Evergreen consortia (PINES and KCLS) use Quipu's eCARD product which has some overlap with BC Services Card use cases. There's been some effort to bring their Quipu integration into mainline Evergreen, ideally in a generic way that could also support similar products: [[https://bugs.launchpad.net/evergreen/+bug/1902937|LP#1902937]] (there's some discussion here of account renewal requirements at non-Sitka libraries which may be of interest too). |
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| Evergreen also has a patron self-registration feature ([[https://docs.evergreen-ils.org/eg/docs/latest/circulation/circulation_patron_records_web_client.html#_patron_self_registration|main docs]] / [[https://docs.evergreen-ils.org/eg/docs/latest/admin/patron_self_registration.html|admin docs]]). <del>We're not using it, but</del> it's a good fit for this project; if nothing else, it provides a model for how to go about creating patron-initiated "pending" accounts in EG. | Evergreen also has a patron self-registration feature ([[https://docs.evergreen-ils.org/eg/docs/latest/circulation/circulation_patron_records_web_client.html#_patron_self_registration|main docs]] / [[https://docs.evergreen-ils.org/eg/docs/latest/admin/patron_self_registration.html|admin docs]]). <del>We're not using it, but</del> it's a good fit for this project; if nothing else, it provides a model for how to go about creating patron-initiated "pending" accounts in EG. |
