Before You Begin

If you want to, set up a special BTYPE that you want Horizon to use for self-registered borrowers.

For example, you could create a special BTYPE for self-registered borrowers that expires in a shorter length of time and limits the number of requests that the self-registered borrower can make. (For instructions, see Defining a Borrower Circulation Type (BTYPE).)

If you want to collect statistics about self-registered borrower records, set up a self-registered borrower statistical class (BSTAT). For instructions, see “Borrower Statistical Classes (BSTATs)” in the “General Setup” chapter of the System Administration Guide.
If the Stat Classes group does not display on your borrower records, you can add it. (For instructions, see “Adding a Group to a View” in the “Introduction to Horizon Views” chapter of the System Administration Guide.)

In the Linked View field, enter “borrower_bstat”.

In the Link Column(s) field, enter “borrower#”.

To set up borrower self-registration for use with Information Portal

1 Open the location view in the Table Editor.

Horizon opens the List Location Parameters window.

2 Choose the location for which you want to set up borrower self-registration for use with Information Portal.

Horizon displays the Edit Location Parameters window.

3 Click Page Down or resize the window to display the Self-Registered BType field:

4 Complete or edit these fields:

Field

Action

Self-Registered BType

Enter or choose the BTYPE that you want to use for self-registered borrowers.

Self-Registered Borrower Stat Class

Enter or choose the BSTAT that you want to use to collect information about self-registered borrowers.

Horizon assigns this BSTAT to each self-registered borrower record when it is created.

Note: Information Portal 4.0 requires that you complete the BStat field in the location table in order for borrower self-registration to work

5 Save your changes.

 


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