PatronRegistrationCreate

Create a new patron registration record. Basic patron duplicate detection (name, username, barcode) is performed. If "PSPARMDUPDETLEGALPAC" (Patron > Name on ID > PAC) is configured in Polaris System Administration Parameters, then Polaris also compares Name on ID for duplicate detection. If there is a possible duplicate in the database, the following error appears: "Duplicate patron name on identification is specified."

Note: Incoming phone number formats are validated against customer-defined rules in Polaris System Administration.

  POST /public/1/patron  

Authorization required?

Yes

XML Elements Returned

Name

Description/Notes

PAPIErrorCode

PAPI Error code: Negative values represent errors and are defined elsewhere.

Note: On successful completion, the PAPI error code is populated with a positive integer representing the number of rows returned.

ErrorMessage Error or information message

Barcode

Patron barcode (can be input also if known ahead of time)

PatronID

Polaris patron ID for newly created patron

StatisticalClassID Statistical classes are defined by the library as a way of collecting statistics according to whatever categories they'd like to track. Quite often they're used for geographic areas like counties, towns, or school districts.

XML Body Elements

Important: XML elements must be in the order shown below.

Name

Required

Description/Notes

LogonBranchID

Yes

Transaction processing field

LogonUserID

Yes

Transaction processing field

LogonWorkstationID

Yes

Transaction processing field

PatronBranchID

Yes

Patron's registering branch

PostalCode

No

Patron postal code

ZipPlusFour

No

Four digit code added to end of ZIP code

City

No

Patron city

State

No

Patron state

Note: If a State field is not required for your county, it can be left undefined. This requires StateRequired to be set to no in the System Administration Countries table.

County

No

Patron county

CountryID

No

Patron country

StreetOne

No

Patron street one

StreetTwo

No

Patron street two

StreetThree No Patron street three

NameFirst

Yes

Patron first name

NameLast

Yes

Patron last name

NameMiddle

No

Patron middle name

User1

No

System-defined field for patron data

User2

No

System-defined field for patron data

User3

No

System-defined field for patron data

User4

No

System-defined field for patron data

User5

No

System-defined field for patron data

Gender

No

Use M, F, or N (not applicable)

Birthdate

No

Patron birth date

PhoneVoice1

No

Patron phone

PhoneVoice2

No

Patron phone

PhoneVoice3

No

Patron phone

Phone1CarrierID

No

Mobile carrier for Telephone 1

A value of -2 indicates the carrier is unspecified.

Note: The -2 value is supported if the patron's branch has "Notice: Export text message" enabled in System Administration.

Sample list from SA_Mobilephonecarriers table:

1 - AT&T
2 - Bell Canada
8 - Sprint
9 - T_Mobile
10 - Tracfone
11 - Verizon
17 - Boost Mobile
22 - Rogers Canada

Phone2CarrierID

No

Mobile carrier for Telephone 2

A value of -2 indicates the carrier is unspecified.

Note: The -2 value is supported if the patron's branch has "Notice: Export text message" enabled in System Administration.

Phone3CarrierID

No

Mobile carrier for Telephone 3

A value of -2 indicates the carrier is unspecified.

Note: The -2 value is supported if the patron's branch has "Notice: Export text message" enabled in System Administration.

EmailAddress

No

Patron email

AltEmailAddress

No

Patron alternate email

LanguageID

No

Patron languageID - From Languages table

1 - English
2 - Spanish
3 - German
4 - French

UserName

No

Online user name

Password

No

Patron password

Password2

No

Patron password duplicate (for verification)

DeliveryOptionID

No

1 - Mail
2 - Email
3 - Telephone 1
4 - Telephone 2
5 - Telephone 3
6 - FAX
7 - EDI
8 - TXT messaging

EnableSMS

No

Enable additional text messages:

0 or False - Do not send additional text notice
1 or True - Send additional text notice

TxtPhoneNumber

No

Phone number for TXT messaging:

1 - PhoneVoice1
2 - PhoneVoice2
3 - PhoneVoice3

Unspecified - Indicates no phone number is specified

Barcode

No

Patron barcode (if not auto-assigning)

EReceiptOptionID

No

Ereceipt option ID [4.1 only]:

2 - Email Address
8 - TXT Messaging
100 - All

PatronCode No ID of patron code assigned to patron. Default used when ID not provided.
ExpirationDate No Patron card expiration date. Default used when date not provided.
AddrCheckDate No Patron card address check date. Default used when date not provided.
GenderID No

Unique code identifying the patron's gender:

1- None (NULL)
2 - Female
3 - Male

If an invalid gender is assigned, PAPI error code
-3536 is returned.

LegalNameFirst No Patron's legal first name
LegalNameLast No Patron's legal last name
LegalNameMiddle No Patron's legal middle name
UseLegalNameOnNotices No

Indicates whether the legal name is used on library print and phone notices:

true - Legal name used
false - Legal name not used

RequestPickupBranchID No Branch ID of the patron's preferred pickup location for holds

Example

http://localhost/PAPIService/REST/public/v1/1033/100/1/patron

Body

<PatronRegistrationCreateData>

<LogonBranchID>1</LogonBranchID>

<LogonUserID>1</LogonUserID>

<LogonWorkstationID>1</LogonWorkstationID>

<PatronBranchID>74</PatronBranchID>

<PostalCode>13090</PostalCode>

<City>Liverpool</City>

<State>NY</State>

<StreetOne>100 Main Street</StreetOne>

<NameFirst>John</NameFirst>

<NameLast>Smith</NameLast>

<PhoneVoice1>555-1212</PhoneVoice1>

<EmailAddress>dude@hotmail.com</EmailAddress>

<UserName>PolarisDude</UserName>

<Password>1234</Password>

<Password2>1234</Password2>

<LegalNameFirst>Johnathan</LegalNameFirst>

<LegalNameLast>Smith</LegalNameLast>

<LegalNameMiddle>Edward</LegalNameMiddle>

<UseLegalNameOnNotices>true</UseLegalNameOnNotices>

<LegalFullName>Johnathan Edward Smith</LegalFullName>

</PatronRegistrationCreateData>

Return - Success

HTTP/1.1 200 OK

<PatronRegistrationCreateResult

xmlns:i="http://www.w3.org/2001/XMLSchemainstance">

<PAPIErrorCode>0</PAPIErrorCode><ErrorMessage/>

<Barcode>PACREG357166</Barcode>

<PatronID>357166</PatronID>

</PatronRegistrationCreateResult>

Return - Failed

<PatronRegistrationCreateResult

xmlns:i="http://www.w3.org/2001/XMLSchemainstance">

<PAPIErrorCode>-1</PAPIErrorCode>

<ErrorMessage>Procedure or function 'PAPI_PatronRegistrationCreate' expects parameter '@nPatronBranchID', which was not supplied.</ErrorMessage>

<Barcode/>

<PatronID>0</PatronID>

</PatronRegistrationCreateResult>