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10 months agoopen1

The Patron Self-Registration form and registration process needs a little attention. There are a few bugs that prevent some libraries from using it due to its lack of functionality. The addition of a few wishlist items will allow libraries to better track the use of the self-registration and streamline the process to the benefit of the end user.
The main improvements would be to allow online card renewal & (temporary) new card registration, add a captcha to prevent spam and general improvement to accessibility and usability.

Please see the comments for the related bugs.

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  1. On the patron side:
    Allow Patrons to Renew Their Accounts- https://bugs.launchpad.net/evergreen/+bug/1952783
    Guardian Field on Self-Registration – https://bugs.launchpad.net/evergreen/+bug/1897103
    Wishlist: allow patrons to add/edit their preferred name – https://bugs.launchpad.net/evergreen/+bug/1797025
    Self-registration DOB validation regex is too lax, should only allow ‘-‘ separator – https://bugs.launchpad.net/evergreen/+bug/1774253
    Example DOB field can break for self-registration – https://bugs.launchpad.net/evergreen/+bug/1860719
    Self-registration: system accepts wrong DOB format – https://bugs.launchpad.net/evergreen/+bug/1814150
    Patron self-registration form ignores required fields if they are deleted – https://bugs.launchpad.net/evergreen/+bug/1862202
    Pronoun field in patron registration form – https://bugs.launchpad.net/evergreen/+bug/1967775
    Patron Self Registration form needs captcha – https://bugs.launchpad.net/evergreen/+bug/1821093
    Double Clicking Submit on Patron Self Registration Results in Duplicate Pending Patrons – https://bugs.launchpad.net/evergreen/+bug/1913626
    Patron registration make org selector option to have no library selected – https://bugs.launchpad.net/evergreen/+bug/1942353
    Patron self-registration form should include autocomplete attribute – https://bugs.launchpad.net/evergreen/+bug/2012310
    Self-registration form: require either phone or email – https://bugs.launchpad.net/evergreen/+bug/1928987
    Wishist: Municipality Address Field – https://bugs.launchpad.net/evergreen/+bug/2023666
    Bring ZIP search feature to user self-registration – https://bugs.launchpad.net/evergreen/+bug/1834965

    On the staff side:
    Pending Patron Screen does not load patrons at system level Edit – https://bugs.launchpad.net/evergreen/+bug/1896225
    Account renewal tracking- https://bugs.launchpad.net/evergreen/+bug/1829755
    Required Fields Based on Hold Notification Preferences Too Strict – iphttps://bugs.launchpad.net/evergreen/+bug/1901726
    Registering Pending Patron Screen Does Not Recognize Potential User Matches – https://bugs.launchpad.net/evergreen/+bug/1243853
    When loading a juvenile from the Pending Patrons screen (based on dob entered) the juvenile box should automatically be checked – https://bugs.launchpad.net/evergreen/+bug/1736991
    Pending patron records are not scoped to owning org unit – https://bugs.launchpad.net/evergreen/+bug/1997998
    Wishlist: A Way to Track Pending Patrons after Fully Registered – https://bugs.launchpad.net/evergreen/+bug/1891536
    Wishlist: online patron self registration for immediate access to online resources – https://bugs.launchpad.net/evergreen/+bug/1663295
    Wishlist: Postal Address Validation – https://bugs.launchpad.net/evergreen/+bug/1569889

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