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