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 |
The Administration tool displays the Add Self-Registration Field page:
If you have multiple languages installed, you will have multiple labels fields; you can enter a label for each language.
Borrowers will not be able to submit their self-registration unless they complete this field.
You might want to use this when creating a PIN field. This prevents others from seeing the information that is entered.
|
|||||||||||||||||||||||||||
Change the order in which these fields appear in the user interface |
The Administration tool displays the list of self-registration fields.
|
|||||||||||||||||||||||||||
Choose which profiles can use these self-registration fields |
The Administration tool displays the Manage Profile Activation page.
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). |
© 1998-2017 Sirsi Corporation