circ:accounts:reg_field_desc
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circ:accounts:reg_field_desc [2017/11/30 02:44] – tmccanna | circ:accounts:reg_field_desc [2023/05/12 13:14] (current) – smorrison | ||
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====== Patron Registration Form Field Descriptions ====== | ====== Patron Registration Form Field Descriptions ====== | ||
- | * **Barcode** - Staff should scan the library card barcode to enter. Accounts created for staff use only may be given a unique identifier (Example: | + | * **Barcode** - Staff should scan the library card barcode to enter. Accounts created for staff use only may be given a unique identifier (Example: |
* **OPAC/ | * **OPAC/ | ||
* **Password/ | * **Password/ | ||
- | * **First Name/Middle Name/Last Name** - Staff should enter names with an initial capital letter and lowercase letters following (e.g., Jacky or Young). | + | |
- | * **Suffix/Title** - The suffix of names with Sr., Jr., III, should be entered in this field. | + | * **Prefix/ |
+ | | ||
+ | <note warning> | ||
+ | * **Suffix** - Optional. | ||
+ | * **Preferred Name** | ||
+ | * The same fields are available in the Preferred Name tab as in the Primary Name tab. Use to enter the name that the patron prefers to be known by if it is different than the legal name (nickname, middle name, alternate name, etc.) This name will appear in the patron' | ||
+ | * **Name Keywords** - Optional. Use this field to store other names the patron is or has been known by, previous married names, or other keywords which should be searchable. For example, your library may wish to enter ' | ||
* **OPAC/ | * **OPAC/ | ||
* **Date of Birth** - Staff may enter the birthdate manually in the format MM/DD/YYYY, or may use the supplied calendar tool to enter the date automatically. | * **Date of Birth** - Staff may enter the birthdate manually in the format MM/DD/YYYY, or may use the supplied calendar tool to enter the date automatically. | ||
* **Juvenile** – This checkbox will automatically be checked if the birthdate entered indicates that the patron is under 18 years old [2006.05]. If the patron is a juvenile, the Parent/ | * **Juvenile** – This checkbox will automatically be checked if the birthdate entered indicates that the patron is under 18 years old [2006.05]. If the patron is a juvenile, the Parent/ | ||
- | * **Primary Identification Type** - Staff may choose either Driver’s License or Other from the dropdown menu. PINES prohibits the use of patron Social Security Numbers for identification [2006.11]. | + | |
- | * **Primary Identification** - Staff should enter driver’s license number in the specified format (GA-XXXXXXXXX), | + | <note tip> |
- | <note tip>Best Practice: If the ID used is not a driver' | + | |
- | * **Parent or Guardian** – This field is used to enter the name of a juvenile’s | + | * **Primary Identification** - {{anchor: |
- | * **Email Address** - Staff should encourage PINES users to provide email addresses for the benefit of receiving automated hold, overdue, and preminder (pre-overdue | + | <note important> |
+ | <note tip>**Best Practice:** If the ID is a driver' | ||
+ | <note tip> | ||
+ | <note tip>**Best Practice:** If the ID belongs | ||
+ | * **Secondary Identification Type** - Use only when a second piece of identification is required. | ||
+ | * **Secondary Identification** - Use only when a second piece of identification is required. | ||
+ | * **Email Address** - Staff should encourage PINES users to provide email addresses for the benefit of receiving automated hold, overdue, and preminder (preoverdue | ||
+ | <note warning> | ||
+ | * **Email checkout receipts by default?** - If this box is checked, patron will automatically receive emails instead of printed receipts at checkout time. (Staff may choose to print out a copy as well.) [Feature added 2018.01] | ||
* **Daytime Phone** - Day telephone number including area code. This is the patron’s preferred phone number of contact and will be used for automated telephone notifications. | * **Daytime Phone** - Day telephone number including area code. This is the patron’s preferred phone number of contact and will be used for automated telephone notifications. | ||
* **Evening Phone** - Night telephone number including area code. | * **Evening Phone** - Night telephone number including area code. | ||
* **Other Phone** - Telephone number (usually, cell phone) including area code. | * **Other Phone** - Telephone number (usually, cell phone) including area code. | ||
* **Home Library** - Users will have system-wide borrowing privileges yet belong to a “home” library. | * **Home Library** - Users will have system-wide borrowing privileges yet belong to a “home” library. | ||
- | * **Main (Profile) Permission Group** - The patron profile determines the user’s loan period and fine rates. One of the profiles below will be assigned to each user. Some library systems may choose not to use certain profiles (for example, Friend or Trustee). Library systems may also wish to direct Circulation staff to seek approval from a manager before assigning certain profiles (such as Homebound or GLASS) – this would be a matter of local policy rather than a permissions setting in the system. (See: [[circ: | + | * **Main (Profile) Permission Group** - The patron profile determines the user’s loan period and fine rates. One of the profiles below will be assigned to each user. Some library systems may choose not to use certain profiles (for example, Friend or Trustee). Library systems may also wish to direct Circulation staff to seek approval from a manager before assigning certain profiles (such as Homebound or GLS) – this would be a matter of local policy rather than a permissions setting in the system. (See: [[circ: |
- | * **Privilege Expiration Date** - Automatically set based on the Profile Group, but may be edited by staff if necessary. | + | * **Privilege Expiration Date** - Automatically set based on the Profile Group, but may be edited by staff to a closer date if necessary. The date should not be entered for a later date than that which is automatically selected. |
* **Internet Access Level** - Defaults to Filtered, but may be set to Unfiltered or No Access. | * **Internet Access Level** - Defaults to Filtered, but may be set to Unfiltered or No Access. | ||
* **Active** - Checked by default. If unchecked, the patron is no longer considered an active PINES patron and will no longer be included in statistical reports. (See: [[circ: | * **Active** - Checked by default. If unchecked, the patron is no longer considered an active PINES patron and will no longer be included in statistical reports. (See: [[circ: | ||
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* **Hold Notification Format** (Phone and/or Email) – Sets default contact preference when holds are available for pickup. | * **Hold Notification Format** (Phone and/or Email) – Sets default contact preference when holds are available for pickup. | ||
* **Address Fields** | * **Address Fields** | ||
+ | * [[https:// | ||
* Mailing / Billing – Both are selected by default. An additional address may be selected if necessary. | * Mailing / Billing – Both are selected by default. An additional address may be selected if necessary. | ||
* Type – Defaults to “MAILING.” | * Type – Defaults to “MAILING.” |
circ/accounts/reg_field_desc.txt · Last modified: 2023/05/12 13:14 by smorrison