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USER ADMINISTRATION

Chapter 2. MANAGING USERS

   

 

Setting Self Registration Options

VERSO offers an optional feature whereby new users may “self-register” a user account with the library. Upon completing “self-registration,” new users are granted limited library privileges. Self-registered accounts expire after a specified number of days unless the account is converted to a “regular” account by library staff. Library staff are notified at checkout if a user has “self-registered,” and may convert the user to a “regular” user account at that time (see the Circulation User Guide for details). Alternately, the system can be configured to send email notification to a specified library staff member any time a patron uses the Self Registration feature to create a user account (see the Circ Administration User Guide for more information).

The Self Registration Management function lets you enable or disable user “self-registration” functionality, and configure various “user selectable” parameters associated with “self-registration” functionality.

NOTE: Patron Self-Registration is an optional feature and may not be enabled for all systems.

NOTE: Before configuring Self Registration Options, you must create a Patron Category to which all self-registered users will be assigned by default. DO NOT manually assign any user to this category.

To configure Self Registration Options:

  1. From the User Admin menu, select Self Registration Management.
    • The Self Registration Management screen displays.

Self Registration Management Screen

Self Registration Management Screen

  1. Select the Enable Self Registration radio button to enable user “self-registration”.
    • Select the Disable Self Registration radio button to disable user “self-registration”.
  2. Select the Patron Group to which “self-registered” users will initially be assigned from the Patron Group to assign menu.
    • The Patron Group to assign menu lists all Patron Groups currently defined for your system.
  3. Select the Patron Category to which “self-registered” users will initially be assigned from the Patron Category to assign menu.
    • The Patron Category to assign menu lists all Patron Categories currently defined for your system.

      NOTE: The selected Patron Category must be reserved specifically for designating “self-registered” users. DO NOT manually assign any user to this category.

  4. Enter the number of days from the initial registration date that the “self-registered” user’s temporary user account will expire in the New User Expiration Interval text box.
    • You may enter any interval from 1 to 999 days.
  5. Enter the desired text for the “alert” message (shown in the Message field of the user’s record, and in the Warning displayed at checkout for all “self-registered” users) in the Alert message placed in new user record text box.
  6. Enter the desired text for the prompt/link (shown on the Login dialog) to access the New User Registration Form in the Login Prompt text box.
  7. Enter the advisory text to be displayed to the user upon submittal of the New User Registration Form (and in the associated email confirmation) in the Advice message text box.
    • The Advice message can be a maximum of 750 characters, including spaces.
  8. Select the Enable Self Registration Introduction radio button to enable display of “introductory” text on the New User Registration Form.
    • Select the Disable Self Registration Introduction radio button to suppress display of “introductory” text on the New User Registration Form.
  9. If the Enable Self Registration Introduction radio button is selected, enter the desired “introductory” text in the Introduction message text box.
  10. When all desired options have been configured, click the Submit button to save your changes.