Setting Up Borrower Self-Registration

Your library may want to let borrowers self-register for a library barcode. That way, if a borrower does not have a library barcode, he or she can register for a temporary barcode and use the library’s services. You must set up and activate the self-registration feature.

When you set up self-registration, you determine what information borrowers must enter in order to complete self-registration.

If you require a PIN for an Information Portal login, you must create a required field for a PIN number.

Before You Begin

Before you can do this, you must set up borrower registration in Horizon. (For more information, see “Setting Up Borrower Self-Registration for Use with Information Portal” in the Horizon Circulation Setup Guide.)

To set up borrower self-registration

1 Open your Information Portal Administration tool web site.
2 Click the Setup tab.
3 Click the Libraries tab.
4 Click the name of your Library.

The Administration tool displays the Edit Library page.

5 Click the Borrower Self-Registration option.

The Administration tool displays the Borrower Self-Registration page:

6 Do one or more of these options:

To do this

Do this

Add a self-registration field to the self-registration form

1 Click Add New Self-Registration Field.

The Administration tool displays the Add Self-Registration Field page:

2 Complete these fields to add a self-registration field:
US-English Label. Enter a label for the field.

If you have multiple languages installed, you will have multiple labels fields; you can enter a label for each language.

Position in List. Enter the number for the position in which the field will display for a user.
Horizon Column. Choose the Horizon column that this field will populate. (For example, choose “borrower - pin#”.)
Require Field. Mark this box to make this field required.

Borrowers will not be able to submit their self-registration unless they complete this field.

Mask Field. Mark this box if you want dots (instead of characters) to display as the user types in their information.

You might want to use this when creating a PIN field. This prevents others from seeing the information that is entered.

3 Click OK.
4 Repeat steps 1 through 3 in this table for each self-registration field that you want.

Change the order in which these fields appear in the user interface

1 Click Reorder Self-Registration Fields.

The Administration tool displays the list of self-registration fields.

2 Click the field that you want to move to highlight it.
3 Click the up or down arrow to move the field where you want it.
4 Repeat steps 2 and 3 in this table until the fields display in the order that you want.
5 Click OK.

Choose which profiles can use these self-registration fields

1 Click Manage Profile Activation.

The Administration tool displays the Manage Profile Activation page.

2 Mark the Add All box to make these fields available for all profiles, or mark the box for a specific profile to make these fields available for that profile.
3 Click OK.

Note: You can also activate borrower self-registration for a specific profile. (For instructions, see Choosing Profile Options.)

Remove one or more self-registration fields

Click the Delete option next to the field.

7 Click Done.
8 When you finish making changes in Information Portal, restart the Application Server process (JBoss).

 


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