From c19a5289e048e7575e3034c58db97622a10aaa4c Mon Sep 17 00:00:00 2001 From: Lola Estelle <128644245+lestelle1@users.noreply.github.com> Date: Sun, 4 Jan 2026 17:29:36 -0600 Subject: [PATCH 1/6] Update _index.md Clarified user status "inactive" as per https://folio-org.atlassian.net/browse/DOCS-607 --- content/en/docs/Users/_index.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/content/en/docs/Users/_index.md b/content/en/docs/Users/_index.md index b3b982108..d85831d0f 100644 --- a/content/en/docs/Users/_index.md +++ b/content/en/docs/Users/_index.md @@ -105,7 +105,7 @@ Keyboard shortcuts allow you to perform actions in this app using the keyboard. - **Patron group (required).** Select a patron group to assign to the user. Patron groups are classes of library users configured in [Settings \> Users \> Patron Groups](../settings/settings_users/settings_users/#settings--users--patron-groups). - **Status (required).** Select a status for the user: **Active** or **Inactive.** A user's status is tied to the expiration date set on their user record. When a **Patron Group** is selected, the **Status** automatically defaults to **Active**. - **Active** status indicates current affiliation, employment, or enrollment at the library's institution. - - **Inactive** status indicates that the expiration date on the user's record has passed or the user is no longer affiliated, employed, or enrolled at the library's institution. + - **Inactive** status indicates that the expiration date on the user's record has passed or the user is no longer affiliated, employed, or enrolled at the library's institution. An inactive user cannot log in to FOLIO, checkout or renew an item, or place a request. Patron notices continue to be sent to inactive patrons, and open fines continue to be included in transfer reports. - **Expiration date.** The expiration date determines when a user's status is scheduled to change from **Active** to **Inactive**. Expiration date is optional and this field may be left blank. For information on editing an expiration date, see [Edit an expiration date](#edit-an-expiration-date). - **Barcode.** The barcode number for the user's library card. Type the barcode number in the **Barcode** field. - **User Type.** Select the user type: **Patron** or **Staff**. This field is required in [ECS-enabled tenants](../consortia/). This field is also required for non-ECS-enabled tenants using [Reading Room Access](../access/reading-room/reading_room/). Otherwise, use of the **User type** field is optional. From 07d03e6170be4258876244313c806c063880a96f Mon Sep 17 00:00:00 2001 From: Lola Estelle <128644245+lestelle1@users.noreply.github.com> Date: Sun, 1 Mar 2026 08:38:36 -0600 Subject: [PATCH 2/6] Update _index.md Update per DOCS-607 --- content/en/docs/Users/_index.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/content/en/docs/Users/_index.md b/content/en/docs/Users/_index.md index d85831d0f..12a63fd7c 100644 --- a/content/en/docs/Users/_index.md +++ b/content/en/docs/Users/_index.md @@ -431,7 +431,7 @@ A **Proxy** is a user who is authorized to borrow library materials on another u - **Proxy can request for sponsor**. - *Yes*: The **Proxy** can place requests for materials on behalf of the **Sponsor**. - *No*: The **Proxy** cannot place requests for material on behalf of the **Sponsor**. - - **Notifications sent to**. Select whether **Proxy** or **Sponsor** should receive notifications from the library. + - **Notifications sent to**. Select whether **Proxy** or **Sponsor** should receive notifications from the library. (Functionality to send notifications to the proxy is pending UXPROD-3937. 6. Click **Add.** 7. Click **Save & Close**. The **Proxy** is added to the user record. From 03f3f79044128f8b4c11ec5298447170378d4c81 Mon Sep 17 00:00:00 2001 From: Lola Estelle <128644245+lestelle1@users.noreply.github.com> Date: Sun, 1 Mar 2026 08:40:10 -0600 Subject: [PATCH 3/6] Update _index.md recommit --- content/en/docs/Users/_index.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/content/en/docs/Users/_index.md b/content/en/docs/Users/_index.md index 12a63fd7c..356095218 100644 --- a/content/en/docs/Users/_index.md +++ b/content/en/docs/Users/_index.md @@ -408,7 +408,7 @@ A **sponsor** is a user who authorizes another user to borrow library materials - **Proxy can request for the sponsor**. - *Yes*: The **Proxy** can place requests for materials on behalf of the **Sponsor**. - *No*: The **Proxy** cannot place requests for material on behalf of the **Sponsor**. - - **Notifications sent to**. Select whether **Proxy** or **Sponsor** should receive notifications from the library. + - **Notifications sent to**. Select whether **Proxy** or **Sponsor** should receive notifications from the library. (Functionality to send notifications to the proxy is pending UXPROD-3937). 6. Click **Add**. 7. Click **Save & Close**. The **Sponsor** is added to the user record. From 3f31c42b2adcac6f1f1be81ebc366acdc247721f Mon Sep 17 00:00:00 2001 From: Lola Estelle <128644245+lestelle1@users.noreply.github.com> Date: Sun, 1 Mar 2026 15:20:38 -0600 Subject: [PATCH 4/6] Update Settings_users.md MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit In the Transfer Criteria section under scheduling "Set the “Weeks between runs” option to “0" is inaccurate. FOLIO error says the value of "Weeks between runs” must be greater than 0. Solution to this is to remove that particular example, which doesn't appear to be supported. --- .../en/docs/Settings/Settings_users/Settings_users.md | 9 --------- 1 file changed, 9 deletions(-) diff --git a/content/en/docs/Settings/Settings_users/Settings_users.md b/content/en/docs/Settings/Settings_users/Settings_users.md index 080fea5fa..8e9f616b1 100644 --- a/content/en/docs/Settings/Settings_users/Settings_users.md +++ b/content/en/docs/Settings/Settings_users/Settings_users.md @@ -401,15 +401,6 @@ The following options and suboptions are available: - Run at - Run on weekdays -Example: - -To set the schedule to occur twice a week on Monday and Thursday at 12:00am CDT, you would configure the following options: - -1. Set the "Frequency" option to "Weeks". -2. Set the "Weeks between runs" option to "0". -3. Set the "Run at" option to "12:00 AM". -4. Set the "Run on weekdays" to the options "Monday" and "Thursday". - ### Criteria The **Criteria** section allows you to configure the criteria for the transfer process. From 372ff5dfe2c12752b4b8e6c2b84214d26d70bacd Mon Sep 17 00:00:00 2001 From: Lola Estelle <128644245+lestelle1@users.noreply.github.com> Date: Tue, 3 Mar 2026 05:57:19 -0600 Subject: [PATCH 5/6] Update _index.md Made this text "UXPROD-3937" a hyperlink : https://folio-org.atlassian.net/browse/UXPROD-3937 --- content/en/docs/Users/_index.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/content/en/docs/Users/_index.md b/content/en/docs/Users/_index.md index 356095218..610f1b228 100644 --- a/content/en/docs/Users/_index.md +++ b/content/en/docs/Users/_index.md @@ -408,7 +408,7 @@ A **sponsor** is a user who authorizes another user to borrow library materials - **Proxy can request for the sponsor**. - *Yes*: The **Proxy** can place requests for materials on behalf of the **Sponsor**. - *No*: The **Proxy** cannot place requests for material on behalf of the **Sponsor**. - - **Notifications sent to**. Select whether **Proxy** or **Sponsor** should receive notifications from the library. (Functionality to send notifications to the proxy is pending UXPROD-3937). + - **Notifications sent to**. Select whether **Proxy** or **Sponsor** should receive notifications from the library. (Functionality to send notifications to the proxy is pending [UXPROD-3937](https://folio-org.atlassian.net/browse/UXPROD-3937)). 6. Click **Add**. 7. Click **Save & Close**. The **Sponsor** is added to the user record. From 1a037c898e286c3eadfb44b33551e41ed91a8025 Mon Sep 17 00:00:00 2001 From: Lola Estelle <128644245+lestelle1@users.noreply.github.com> Date: Tue, 3 Mar 2026 06:00:53 -0600 Subject: [PATCH 6/6] Update _index.md Added close parenthesis --- content/en/docs/Users/_index.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/content/en/docs/Users/_index.md b/content/en/docs/Users/_index.md index 610f1b228..ae3c4a338 100644 --- a/content/en/docs/Users/_index.md +++ b/content/en/docs/Users/_index.md @@ -408,7 +408,7 @@ A **sponsor** is a user who authorizes another user to borrow library materials - **Proxy can request for the sponsor**. - *Yes*: The **Proxy** can place requests for materials on behalf of the **Sponsor**. - *No*: The **Proxy** cannot place requests for material on behalf of the **Sponsor**. - - **Notifications sent to**. Select whether **Proxy** or **Sponsor** should receive notifications from the library. (Functionality to send notifications to the proxy is pending [UXPROD-3937](https://folio-org.atlassian.net/browse/UXPROD-3937)). + - **Notifications sent to**. Select whether **Proxy** or **Sponsor** should receive notifications from the library. (Functionality to send notifications to the proxy is pending [UXPROD-3937](https://folio-org.atlassian.net/browse/UXPROD-3937).) 6. Click **Add**. 7. Click **Save & Close**. The **Sponsor** is added to the user record.