Chapter 14. Patron Self-Registration
Abstract
Patron Self-Registration allows patrons to initiate registration for a library account through the OPAC. Patrons can fill out a web-based form with basic information that will be stored as a “pending patron” in Evergreen. Library staff can review pending patrons in the staff-client and use the pre-loaded account information to create a full patron account. Pending patron accounts that are not approved within a configurable amount of time will be automatically deleted.
Patron Self-Registration
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In the OPAC, click on the link to Request Library Card
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Fill out the self-registration form to request a library card, and click Submit Registration.
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Patrons will see a confirmation message: “Registration successful! Please see library staff to complete your registration.”
Managing Pending Patrons
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In the staff client select Circulation → Pending Patrons.
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Select the patron you would like to review. In this screen you have the option to Load the pending patron information to create a permanent library account.
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To create a permanent library account for the patron, click on the patron’s row, click on the Load Patron button at the top of the screen. This will load the patron self-registration information into the main Patron Registration form.
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Fill in the necessary patron information for your library, and click Save to create the permanent patron account.