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Meeting URL




Kelly Drake

Maura Byrne

Björn Muschall

Amelia Sutton

Uschi Klute

Andrea Loigman

Michelle Suranofsky

Patty Wanninger

Darsi Rueda

Brooks Travis

Catherine Smith

Matthew Harrington

Philip Robinson


  1. Discuss this JIRA ticket:  MODUSERS-247
  2. Ticket to be written about preferred name coming up when a patron's barcode is scanned.
  3. User deletion:  Should a user deletion be possible if the user is active? 
  4. Finish recommendations for text in modal for Recalculating a user's expiration date through the UI.

Discussion items

5 minNote-takerUschi
25 min

External System ID unique?


MODUSERS-247 - Getting issue details... STATUS

Does the External System ID have to be unique?  The JIRA ticket is marked as a bug, although we never addressed this question in our spec.  Most institutions use SSO to enforce uniqueness of user IDs, but SSO options like Shibboleth can pass several unique ID fields to the user records.  Folio admins would choose which one to use for authentication through configuration settings. 

The External System ID is where some libraries would like to keep things like Apple ID or Google ID. 

Checkout can use the External System ID to identify/authenticate users, but Requests require a barcode.  That's annoying.

mod-user-import enforces uniqueness in External System ID when loading users, so those who don't use mod-user-import are the ones who could inadvertantly introduce non-unique values in the External System ID.  This is uncomfortable.

Some libraries would have to refactor their code if we required that the External System ID be unique.

Decision:  Require uniqueness for External System ID.  TO DO Make a feature request based on the bug report (or turn the bug report into a feature request).  Make sure that libraries know in advance that they might have to refactor their code, and give them enough advance time to do it.

The Leipzig team could work on this (as Björn suggested)

10 minShould user deletion be possible if the user is active?Björn

The JIRA tickets are unclear as to whether user deletion should check for Status - specifically, whether the status is required to be inactive.  We have agreed that this question is out of scope for our original JIRA tickets.

Deletion per UI does not check the Status. Up to now batch deletion is not possible.

Decision: Don't make the developers do status checks.  Make a new user story for that. TO DO

20 minShould Preferred Name display during checkout, and if so, how?Patty

As of this meeting, the JIRA ticket had yet to be written. TO DO

There were two proposals for dealing with a Preferred First Name at checkout. 

  1. If there is a Preferred First Name present in the record, it should replace First Name when patron information displays in checkout or elsewhere.  If Preferred First Name is not present, use First Name.
  2. Display Preferred First Name with First name, with a visual cue such as quotation marks or square brackets to show counter staff which name should be used.

There were strong feelings for #2, where people wanted to be able to view a patron's full, legal name.  The disadvantages: (a) there is a lot of room for human error, causing a counter attendant to use the wrong name; (b) using the wrong name, after a patron has gone to the trouble of establishing a Preferred First Name, can cause confusion (if an Asian patron has both an Asian and a Western name) or annoyance (if a patron insists on using their middle name rather than their given name) or hurt (if a transgender person has not yet changed their legal name).

Decision:  We voted to go with option 1, because of the possibility of causing hurt if counter staff used the wrong name in error.  It is necessary, however, for a counter attendant to be able to click on a user name and see the full user record (including the full user name).

1 minText on modal for editing user expiration dateMaura

We ran out of time.  Maura will start a Slack discussion about the text.


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