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:
-
From the User Admin menu, select Self Registration Management.
- The Self Registration Management screen displays.
- Select the Enable Self Registration radio button to enable
user “self-registration”.
- Select the Disable Self Registration radio button to disable user “self-registration”.
- 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.
- 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.
- The Patron Category to assign menu lists all Patron Categories currently
defined for your system.
- 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.
- 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.
- 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.
- 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.
- 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.
- If the Enable Self Registration Introduction radio button is selected, enter the desired “introductory” text in the Introduction message text box.
- When all desired options have been configured, click the Submit button to save your changes.