circ:accounts:reg_field_desc
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circ:accounts:reg_field_desc [2019/01/09 02:34] – 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/ | ||
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* **First Name/Middle Name/Last Name** - Staff should enter names with an initial capital letter and lowercase letters following (e.g., Jacky or Young). | * **First Name/Middle Name/Last Name** - Staff should enter names with an initial capital letter and lowercase letters following (e.g., Jacky or Young). | ||
<note warning> | <note warning> | ||
- | * **Suffix** - Optional. The suffix of names with Sr., Jr., III, should be entered in this field. They may be manually typed or selected from one of the options in the dropdown menu supplied. | + | * **Suffix** - Optional. The suffix of names with Sr., Jr., III, should be entered in this field. |
* **Preferred Name** | * **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' | * 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' | ||
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<note tip> | <note tip> | ||
* **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 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** - {{anchor: | + | * **Primary Identification** - {{anchor: |
<note important> | <note important> | ||
- | <note tip> | + | <note tip> |
<note tip> | <note tip> | ||
- | <note tip> | + | <note tip> |
* **Secondary Identification Type** - Use only when a second piece of identification is required. | * **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. | * **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 (pre-overdue | + | * **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] | * **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. | ||
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* **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 to a closer date if necessary. The date should not be entered for a later date than that which is automatically selected. | * **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. |
circ/accounts/reg_field_desc.1547001280.txt.gz · Last modified: 2019/01/09 02:34 by tmccanna