Bug 26355 - Tie account renewals to patron modification requests
Summary: Tie account renewals to patron modification requests
Status: NEW
Alias: None
Product: Koha
Classification: Unclassified
Component: Patrons (show other bugs)
Version: Main
Hardware: All All
: P5 - low enhancement with 10 votes (vote)
Assignee: Bugs List
QA Contact: Testopia
URL:
Keywords:
: 26358 (view as bug list)
Depends on:
Blocks: 25063 26357
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Reported: 2020-09-02 15:01 UTC by Christopher Brannon
Modified: 2023-09-15 17:18 UTC (History)
18 users (show)

See Also:
Change sponsored?: ---
Patch complexity: ---
Documentation contact:
Documentation submission:
Text to go in the release notes:
Version(s) released in:


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Description Christopher Brannon 2020-09-02 15:01:53 UTC
Allow patrons renewal reminders to link to the patron modification requests, asking them to review their information and make any any necessary updates if necessary, but acknowledging that the information is up to date.

Create a check-box stating that they have reviewed all their information, and it is accurate and up to date (if no changes are made).  Perhaps this check-box only shows when their account is due for renewal.
Comment 1 Christopher Brannon 2020-09-02 15:04:05 UTC
I suggest this being an option, because some libraries might require fees or a view of a current ID before renewing.

Maybe the option can include whether certain patron categories allow self renewal.
Comment 2 Lisette Scheer 2020-09-02 15:27:36 UTC
*** Bug 26358 has been marked as a duplicate of this bug. ***
Comment 3 Martha Fuerst 2020-09-02 15:52:50 UTC
We're also interested in this enhancement.
Comment 4 Martha Fuerst 2020-09-02 15:58:25 UTC
I'd also like the option to be able to review the request for renewal before granting it. Seems like a reasonable option for a potential syspref.
Comment 5 Christopher Brannon 2020-09-02 16:03:01 UTC
(In reply to Martha Fuerst from comment #4)
> I'd also like the option to be able to review the request for renewal before
> granting it. Seems like a reasonable option for a potential syspref.

Martha, see https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=26357, which depends on this bug.
Comment 6 Jaki 2020-12-31 14:57:43 UTC
We would love to see this as the majority of our emails for the past few months have been patrons requesting to renew their accounts. If they could do it themselves without going through us, that would be great!
Comment 7 George Williams (NEKLS) 2021-12-09 17:25:52 UTC
+1
Comment 8 Sarah Fletcher 2021-12-09 17:45:35 UTC
NCW Libraries is extremely interested in this enhancement as well! It would save us a lot of staff time.
Comment 9 Christopher Brannon 2022-02-28 16:47:02 UTC
A more detailed workflow was requested for this idea.  So, here it is.

1. A setting is created to determine if self renewals will be allowed, and if so, what patron categories and patron home libraries will allow this (using the dropdown checkbox method for each).  Additionally, an option in this setting to set whether new patron categories or libraries added after this setting is set will default to enabled or disabled.

2. A setting is created to determine if renewals with no changes can be automatic.  If so, once the patron submits the form with no changes, other than the checkbox, the account is renewed, and the request is recorded as a modification request, but already approved (with notation in the log or table noting that this was a renewal).

3. A setting is created to determine if renewals with fines can be automatic.  Similar method as #1.

4. Notification goes out to patron that their account will expire soon.  We provide a link in the notification, and other places on the OPAC where that reminder shows, that links to the patron modification request page (opac-memberentry.pl) (I would suggest this be renamed to something like opac-membermodifications.pl, for consistancy, but this is arbitrary).

5. Specific definable instructions are displayed at the top of the page if the patron account is close to expiration (as defined in MembershipExpiryDaysNotice).  I will refer to this as the renewal period from this point out.

6. A new checkbox appears and is required during the renewal period which a patron must check in order to submit.  The checkbox states that they have reviewed the information above, and everything is up-to-date or modified as needed.  This is needed so that we know they are looking things over (as much as we can tell) and if there are no changes, we at least know why the modification was submitted (if needing staff intervention).

7. Modification requests for renewals with or without field changes that require moderation should show along with other regular modification requests, but show a renewal badge in the request table, but otherwise function as usual.

8. The "Patrons requesting modifications" description on the staff home page (mnainpage.pl) and patron search page (members-home.pl) should be relabeled as "Patron modification/renewal requests".

I think this is a fairly good plan.  If anyone sees any flaws in this plan, or other needed elements, please speak up.
Comment 10 Sally 2023-06-16 11:50:46 UTC
This would be really useful.
Comment 11 Kristi 2023-08-25 14:33:32 UTC
This sounds like it would benefit many systems! Making it easier for patrons to keep their account active is a great goal.
Comment 12 Christopher Brannon 2023-09-15 17:18:40 UTC
Maybe this could get some traction, now that bug 28688 has been developed?