Configure patron profile edits

You can specify which profile information you want to allow patrons to edit on My Bookshelf.

A question mark icon appears next to fields that patrons are not allowed to edit. You can specify a URL to your library contact information, and patrons can select the icon to follow the link.

Notification preference

You can enable patron notifications and let patrons select their notification preference.

Passcodes

You can allow patrons to update their passcode from their profile. You can also enter a passcode policy message to help patrons meet your library’s passcode requirements.

Borrow by mail

If your library uses the Polaris ILS, you can enable the borrow by mail feature. If enabled, patrons can request that items be mailed to them when they place holds.

Maximum fines and fees

You can also set a maximum amount of fines and fees. If patrons exceed that amount, they can view their profile, but they can't make changes.

Nicknames

Profiles on My Bookshelf include a Nickname field that is always available to patrons. If a patron enters a nickname, Vega uses it to personalize the name of My Bookshelf.

Card numbers

Patrons cannot edit their card number.

To configure patron profile edits

  1. In the upper-right corner, select Settings Settings icon..
  2. From the Settings menu, select Library defaults > Patron settings.

    3. The Patron settings page opens.

  3. In the Editable patron profile fields section, select the fields that you want to allow patrons to edit.
  • Email address
  • Home address
  • Home library
  • Home phone number
  • Mobile phone number
  • Name
  • Passcode
  • Reading History Opt-in/Opt-out
  1. In the Notification Preference section, do the following:
    1. To allow patrons to edit their notice preference, select Allow patrons to edit notice preference.
    2. Select the notice types that you want to enable.
      • Email
      • Mail
      • Phone
      • Text messaging (Polaris ILS only)
  2. (Optional) In the Passcode policy message box, enter guidelines to help patrons meet your library’s passcode requirements.

    3. The passcode policy message appears on the Change Passcode window as instructional text.

    Example: Passwords must contain both uppercase and lowercase letters, numbers, and at least one special symbol (!, @, #, ?).

  3. In the Expiration date message section, select the checkbox if you want Vega to display a warning message to patrons when their account is within 30 days of expiration.
  4. In the Hold setting section, select one of the following:
    • Ask

      • Vega asks the patron for a pickup location for items on hold.

    • Home

      • Vega uses the patron’s home location as the pickup location for items on hold.

  5. (Sierra only) In the Number of days for default expiration time period section, enter the default number of days before unfulfilled holds expire.
  6. (Polaris only) In the Allow hold activation date section, select one of the following:
    • On

      • If on, patrons see an I don’t need this item before checkbox when they place a hold. The default value is the current date. If patrons change the value to a future date, the hold becomes active on the date they set.

    • Off
  7. (Polaris only) In the Borrow by mail section, do the following:
    1. If you want to enable patrons to request that items be mailed to them when they place holds, select Borrow by mail option for holds.
    2. In the Item delivery charge message box, enter a message that you want to display to patrons if they choose to borrow by mail. Example: “Your item will be delivered at no charge.”
  8. In the Fines/Fees limit to update ILS account details section, do one of the following:
  • Enter the maximum amount of fines and fees that you want to allow. If patrons exceed this amount, they aren't allowed to edit their profile.
  • Leave the field empty to allow patrons to edit their profiles without regard to fines and fees.
  1. In the Library contact link section, specify a link to your library's contact information:
  • To link to the Vega contact URL, select Default link. For information on setting up your library's contact information, see Configure library information.
  • To specify a different URL, select Custom link and enter the URL.
  1. Select Save.