Set Express Registration Default Values and Required Fields

To set required fields and default values for express registration Entering patron information during the check-out process as a service to new, unregistered patrons.:

In the Administration Explorer tree view, open the Parameters folder for the organization, and select the Patron Services tabbed page in the details view.
Double-click Express patron registration options. The Express Patron Registration Options dialog box, General Defaults tabbed page appears. You can set default values for any or all fields on the Express Patron Registration Options dialog box.

Select the Enable Express Registration check box to allow staff with the appropriate permission to express-register patrons. All boxes on the dialog box become available for editing.
Select the Add block to verify patron check box to add a Verify Patron block to each record created through express registration.

When this option is selected, an express-registered patron is blocked at the next check-out. A staff member then verifies details in the patron record and removes the block. Resolve a Verify Patron block.

Select a code in the Patron Code box.

The available patron codes are set in the Patron Codes policy table. See Defining Patron Codes.

Select a library branch in the Registered at box.

If no branch is selected, the patron registration workform defaults to the workstation branch.

Select a class in the Statistical Class box.

The Statistical Class box lists the defined classes for the selected branch. See Defining Patron Statistical Codes.

Select a language in the Language box.

This setting controls the default selection in a new patron record, but another language can be selected at registration.

Note:
If you have purchased Polaris licenses for additional languages, you can enable multi-lingual notices and have the notice sent in the language specified in the patron record. Delivering Notices by Phone (Outbound Telephony).

Select a method for notifying patrons in the Notification box.

This setting controls the default selection in a new patron record, and the default notification preference for patrons who register online (patron self-registration). However, if the value is set to None, the default value for PAC registration will be Mailing Address (print). If the value is set to Fax, Telephone 2, or Telephone 3, the default value for PAC registration will be set to Telephone 1 (displayed as Telephone in the PAC).

When you set up notification, you can specify the notification method for each specific notice type, including patron preference. In this case, the notice is sent by the method specified in the patron record. Delivering Notices by Phone (Outbound Telephony).

If you plan to send e-mail notices of any kind to patrons, and want to send these as plain text by default, check E-mail notices in plain text.

This setting controls the default selection in a new patron record. Individual patron records can set that patron’s preference for plain text or HTML e-mail notices.

If you plan to offer eReceipts as an option to patrons who prefer these to printed receipts, and you want to set one or both of these options by default in new patron records, check E-mail receipts, TXT receipts, or both.

If you check both options, the default patron record setting for eReceipts is ALL; that is, the patron would receive both e-mail and TXT receipts. For more information about eReceipts, see Setting Up eReceipts.

Type a telephone area code (three digits) in the Voice Phone 1 Area Code box.
Use one of the following methods to set an expiration term. This is the time that the patron’s registration expires:

To set a precise date, select exact date in the second Expiration termbox, and type a date in the first box using the format mm/dd/yyyy.
To set a date relative to the current date (such as two years from today), select months or years in the second Expiration term box, and type a number in the first box.

Use one of the following methods to set an address check term. This is the time that the patron’s address should be checked:

To set a precise date, select exact date in the second Address check term box, and type a date in the first box using the format mm/dd/yyyy.
To set a date relative to the current date (such as two years from today), select months or years in the second Address check term box, and type a number in the first box.

Select a country in the second Postal Code box, if necessary. If the state is not required as part of the address, you can leave the state empty.
Type a postal code in the first Postal Code box.

This setting controls the default values in the Postal Code, City, State/province, and County boxes on the Add/Edit Address dialog box for patron records.

On the UDF Defaults tabbed page, select the check box next to each UDF that should be a required field for creating patron records.

Note:
User-defined fields are set up at Polaris implementation, using a Patron Services profile at the system level. See Setting Up User-Defined Fields.

For free-text UDFs, type text in each UDF box for which you want to specify default text.
(Optional) For drop-menu UDFs, select a default option.

Note:
If you require a drop-menu UDF but do not specify a default option, the field is blank in a new record but the user must select an option.

On the Required Fields tabbed page, select the check box next to each field (Address, Birth date, Gender, Password, Statistical class) that you want to require for creating patron records.
Click Save on the Express Patron Registration Options dialog box.

Related Information

Online registration from PAC - You can allow patrons to register online from the PAC, and set requirements and default values for online registration.Set up online patron self-registration.