Web Client - Register Patron

v.3


About

Register Patron is the form used to create a new library account. Four pieces of information are minimally required to create an account: a barcode number, a name, a permission group, and an address. These fields are highlighted in yellow. Additional information, suggested for best practice, include date of birth, telephone number(s), email address. The Statistical Categories Residency and School Code are required to present in a record, but not required to create the record.

Field details

Barcode

OPAC / Staff Client Username

By default the username duplicates the barcode number, but the username can be customized for easier login to patron online accounts. Patrons can login to their only accounts, using their barcode number and password, and set their own username. Library staff can enter a username for the patron, but must be careful because usernames are case sensitive.

Password

When the registration form is opened, a generic password is filled in. This will be replaced by the last four digits of the patron's Daytime Phone once it is entered. If a Daytime Phone is not entered, be sure to provide the generic number to the patron. Patrons can login to their online accounts to change their password to something more personal.

Date of Birth

We ask for date of birth for general statistical reports (for example, number of patrons over 60) or to distinguish between patron accounts with the same or similar names. Some libraries use date of birth to indicate juvenile patrons for fine free circulation.

The current format of the date of birth is YYYY-MM-DD. It can be typed in, or selected using the calendar widget.

For tips on navigating to earlier years in the calendar widget, watch this minni-video:

Email Checkout Receipts by Default

If a patron regularly uses email, this setting can be selected to generate emailed checkout receipts. Patrons can also opt in to this feature by logging in to their online accounts and selecting it. In Check Out, staff will see an email icon next to the print receipt buttons for patrons who have this selected.

Permission Group

Patron profile/permission groups specify circulation policies. Most patrons will use the "Patron" permission group.

User Settings

User Settings is where staff can enter information that is used to auto-fill place hold forms. For new patron records, Phone and Email are checked by default. If the User Settings are not edited on record creation, the place hold form will have Phone and Email checked, and if the patron has a Daytime Phone number on record, that will auto-fill for the phone notification. Email notifications are always a yes/no check, and use the email address on record. Staff can update this information at any time at the patron's request. Patrons can also change their own hold notification preferences from their online account.


PatronRecord_UserSettings.png

  • Default Phone Number can be any number, and does not have to be otherwise included in the patron record.
  • Default Hold Pickup Location is generally the Home Library/library where the record was created. This can be changed to any library of the patron's preference.
  • Hold is behind Circ Desk is a feature not used by any PLS libraries; leave unchecked.
  • Collections: Exempt is a feature not used by any PLS libraries; leave unchecked.
  • Hold Notices - check or uncheck the preferred notification format; email draws from the email address on file.
  • Default SMS/Text Number enter the text number using the format 1235554987 (area code and no hyphens)
  • Default SMS/Carrier - select the carrier from the list; if the patron's carrier is not listed contact PLS for assistance. If the patron does not know what carrier they have, have them send a text to a library email (compose a text, and in the area where the erecipient's number would go, enter the email address). The message will include carrier information.

Mailing vs. Physical Address

Add Multiple Addresses

Statistical Categories

Register patron form


WebClient_RegisterPatron.jpg

EvergreenWebForm
Topic Subject Web Client
Service Evergreen
Documentation type None
Year

Includes RT Form? No
Status

Topic revision: r4 - 08 Apr 2019 - 14:43:22 - LindsayStratton
 

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