New User Registration Wizard PropertiesNew User Registration Wizard PropertiesYou can change certain system settings for the New User Registration wizard using the Set Properties window. The New User Registration wizard allows you to set the following properties.
Display Property Page
You can choose when to display the New User Registration wizard’s Set Properties window by selecting one of the following options:
| • | Wizard Startup – Displays the Set Properties window the first time you access the wizard until you end the wizard session or log off the client. |
| • | Never – Does not display the Set Properties window the first time you access the wizard. If Never is selected and you want to open the Set Properties window, point to the wizard’s toolbar button, right-click, and then click Properties on the shortcut menu. |
Depending on the value selected in Display Property Page, defaults may appear as the first step of the wizard. Property values that are changed in the first step of a wizard are retained only until the right-click method is used to set properties.
Behavior
On the Behavior tab, you can set up your system to allow these variations to the wizard process.
Configure
Make selections for the following properties.
| • | Auto-generated User ID – Select this check box to generate a user ID automatically when registering a new user. |
| • | Default User ID Prefix – Type the default user ID prefix (for example, 1888800). If a value is specified, the user only inputs those digits that are unique when completing the User ID field. |
Select the appropriate check boxes to display the corresponding tabs in the New User Registration wizard. For more information on the fields used in the New User Registration tabs, go to User Information Tabs.
| • | Addresses Tab |
| • | Privilege Tab |
| • | Extended Information Tab |
| • | Demographics Tab |
| • | SMS Notice Contact Info Tab |
| • | Routings Tab |
| • | User Groups Tab |
User Duplicate Searching
Select one of the following Duplication Checking options.
| • | On – Performs user record duplication checking to see if the current user being registered is already in the user record database. When you select this option, the check boxes under User Duplicate Searching become available. |
| • | Off – Does not perform user record duplication checking. |
If you selected On in the Duplication Checking option, the following check boxes are available. When you select a check box, the corresponding user record field is searched to see if the current user being registered could be a duplicate of an existing user record. You can select up to eight duplicate user search options for a single user search.
| • | Company |
| • | Comment |
| • | Daytime Phone |
| • |
| • | Group ID |
| • | Home Phone |
| • | License Number |
| • | Name |
| • | Note |
| • | Phone |
| • | Social Security Number |
| • | Staff |
| • | Street |
| • | Student ID |
| • | Work Phone |
Outreach
Under Outreach, you can set the following options to control the display of outreach information for user
The Outreach tab and outreach information display only if your system is configured with the Outreach Services module.
| • | Show Outreach Tab (Outreach Tab) – Select this check box to display the Outreach tab for users to enter outreach information at the time of registration. |
Important: The Add Outreach Info check box must be selected for the Outreach tab to display during user registration.
| • | Add Outreach Info – Select this check box to add outreach information to the new user record. |
Important: If you select the Add Outreach Info check box, you must set the Outreach route and a limit for the total outreach items allowed on the Defaults tab. The wizard will display a message and prevent user registrations until these two defaults are set.
Smart Card
Under Smart Card, select or clear the following check box.
| • | Prompt for Address# for Smart Card Data — This property displays only when the Mifare Smart Card feature is configured. If this check box is selected, upon registering a new user, the library staff member can indicate which user address (1, 2, or 3) will be populated with the Smart Card data. |
At End of Wizard
Under At End of Wizard, select one of the following options.
| • | Show Checked Buttons specifies which command buttons display as choices for the wizard’s final step. Under Show, the following options are available. By default, all check boxes are selected. |
| – | Register Another User displays the Identify New user window for you to start registering another user. |
| – | Make More Changes returns to the User Registration window for you to continue adding or modifying user information for the current user who is being registered. |
| – | Clone/Copy to New User copies the user information to the next user record to be created. |
| – | Close exits the wizard. |
| • | Perform Selected Action specifies which action will be automatically performed as the wizard’s final step. Under Perform, select one of the following options to be performed automatically as the wizard’s final step. |
| – | Register Another User displays the Identify New user window for you to start registering another user. |
| – | Close exits the wizard. |
Defaults
On the Defaults tab, you can set defaults to customize your use of the wizard.
| • | Library – In the Library field, select the library you want to use as the default. The libraries displayed in this list are specified in your library’s policies. |
| • | Profile Name – Select from this list the default user profile you want to associate with the user record. |
| • | Charge History Rule – Select the option to determine whether or not charge history is to be maintained for the selected user. |
| – | NOHISTORY overrides the Save Charge History setting in the circulation rule, and does not keep history records for this user. This value is the default setting. |
| – | CIRCRULE creates charge history records for this user based on the circulation rule’s Save Charge History setting. If the Save Charge History check box is selected, charge history will be saved for this user when the user checks out an item that uses the circulation rule. If the check box is cleared, charge history will not be saved for the user when the user checks out an item that uses the circulation rule. |
| – | ALLCHARGES overrides the Save Charge History setting in the circulation rule and creates charge history records for every checkout by this user. |
Note: The Charge History Rule property displays only in libraries that use the Charge History feature.
| • | Track Charges as Favorites — If you select this option, the created users will have automatic charge tracking configured. |
| • | Focus On — Click either First Name or Last Name, and the cursor will focus on this field when you open this wizard. Last Name is the default. |
Addresses
Select the primary address field you want to use: Address1, Address2, or Address3. The primary address is used for mailing notices to users.
You should designate both a postal address and an email address in the Addresses tab as the primary address. This allows you to send email notices to patrons who want them, and to generate postal address information for collection agencies with the Debt Collection reports if desired.
Demographics
You can set values in the following fields for statistical purposes.
| • | User Category Fields – Categorizes users in groups for patron statistics. Your library decides what type of information is used in these fields and labels them appropriately. Categories displayed in the lists are specified in the User Category policies. |
| • | Department – Identifies an optional, free-text statistical category that your library decides how to use. |
Note: The field label can be changed to be something other than “Department.” The field can also be configured not to display.
| • | Birth Date – Identifies an optional, numeric statistical category that shows the user’s complete birth date. Use the Birth Date gadget to specify the user’s birth date. If a birth date is typed in this field, the year must contain four digits. |
Note: This field can be configured not to display.
| • | Language – Identifies the language preferred by this user. Select a language from the drop-down list. Notices sent to the user will be in the specified language. The languages presented in this list are defined in the Language policy. |
For more information on these fields, go to User Wizards Properties Fields. For information on how to change these fields, see your SirsiDynix Symphony administrator.
Accountability
Under Accountability, you can set the following defaults for accountability information.
The Accountability defaults display only if your library is configured to use the Accountability module.
| • | Patron Type – Specifies the default type of accountable patron. |
| • | Clearance – Specifies the default level of clearance assigned to the user, and is the first level of security a user must pass before classified items can be charged to the user. This field contains values defined in library policies. |
Important: The Clearance field is required for libraries that use the Accountability module.
Outreach
Under Outreach, you can set the following defaults to be used when creating outreach information for a user.
The Outreach defaults display only if your library has the Outreach Services module.
The Outreach defaults become active only when the Add Outreach Info check box is selected on the Behavior tab.
| • | Route – Select the outreach route. The options that display in this list are based on your library’s policies. |
| • | Total Items Limit gadget – Use the gadget to select a total number of items allowed. |
Usergroup Membership Tab
The Responsibility Policy field specifies the default User Responsibility policy to be selected in the Responsibility Policy field on the User Groups tab in the user record.
The Show Usergroups Tab check box must be selected on the Behavior tab for the User Groups tab to display in the user record.
Helpers
On the Helpers tab, you can select the helpers you want to display in the New User Registration wizard. You can also set an option for adding patron photos, if they are configured to appear for your library.
|
Option |
Description |
|
Copy User Helper |
Used to create a new user record by copying existing user information. For more information, see Copy User Helper. |
|
Print User Card Helper |
Used to print cards for users on-the-fly, using printers with built-in card printing capabilities. For more information, see Print User Card Helper. |
|
User ID Manager Helper |
Used to manage multiple IDs of a user. For more information, see User ID Manager Helper. |
|
Enable add photo |
Used to let users click on a photo placeholder to add a photo to the patron's user record using the Update User Photo Helper. |
Related topics
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