Comment 4 for bug 1902937

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Terran McCanna (tmccanna) wrote :

To add to point 2 in comment #3 above, PINES has a long list of account renewal requirements that may not be directly applicable to other Evergreen systems. We have a work in progress branch in the PINES repo for that, but it's not ready.

Our approach is this: When a patron logs in to My Account, it checks to see if the patron's account is eligible to renew. If so, it gives them a "Renew Now" link and pulls in a Quipu form to fill out. The Quipu side does the basic address verification (and assigns a new home library if needed) and formats the address, phone, etc. properly, then sends the info back to us and we update the database on our side.

Things that we check for eligibility:
- Account expiration date is no more than 30 days in the future
- Account is still active (for us, that means it's been used in some way in the past 3 years)
- Account is not barred
- Account has no unpaid bills
- Account has not been flagged with invalid phone or address
- Account has no blocks
- Account is in selected permission groups only (we added a checkbox to the Permission Group edit form for this)

In addition, we have a requirement that if their address changes then we'll only give them a 30-day renewal and they'll need to come into the library with their new proof of address to complete the full renewal. We use a new standing penalty to indicate that they've already been given a 30-day renewal so that they don't keep getting additional 30-day renewals rather than coming in.

AND, we also have a couple of permission groups (such as our Homebound group) that we exempt from the requirement to come in if their address changes, so they get the full renewal period and do not get the standing penalty.