Setting Patron Access Options - Overview

You can use the Patron access options PAC profile in Polaris Administration to specify the options that are available to patrons for registering or updating their account information from the PowerPAC or Mobile PAC.

Note:

For Patron Access Options, PowerPAC and Mobile PAC honor system administration settings as follows:

If the patron is signed in, the system uses the setting for the patron's registered branch.
If the patron is not signed in, the system uses the setting for the connection branch.

The Patron Access Options dialog box has separate tabs to specify the following types of patron account settings:

Note:
In addition to the patron account options, you can set holds options that enable patrons to change the hold pickup branch. See Set hold options: Enable patrons to change the holds pickup branch from the PAC.

Self-registration - Enable self-registration and set up the fields for the form. This tab includes two subtabs for UDF and Custom Field Display.
Defaults - Set defaults for patron code, language, expiration term, address check date, and UDFs/Custom Fields.
Log in - Enable patrons to change their passwords, set up user names, create passwords, receive e-mail messages for forgotten passwords and set other log in options.
Contact Info - Enable patrons to submit changes to their account contact information and opt out of receiving reminder notices.
Preferences - Select options for displaying settings for associated patrons; define the UDF and Custom Field display and which fields are required.
Ask Us - Enable patrons to send a reference question to a designated library email address. You set up a receiving email address on the branch level, then enable the feature in PowerPAC, Mobile PAC, or both. You can require a patron logon, or bypass the logon and allow anyone to send a question via Ask Us.The Sent From email address on the message to the library is the email address the user has specified in the Ask Us form, if any. If no address is specified, the user has logged in as a patron, and the patron account includes an email address, that address is used. If no email address is specified in the Ask Us form or the patron account, or the patron has cleared the address from the form, the Sent From address is that specified in the PAC profile Email notification: Email address of sender.

Note:
Any email from PAC, including Ask Us messages, requires you to specify the SMTP server in Polaris Administration. Double-click the PAC profile Email notification: Server running SMTP service, and type the domain name of the email SMTP server.