Patron Registration Options Parameter

To open this dialog box:
In the Polaris Administration Explorer, select Parameters > Patron Services > Patron registration options.

Use the Patron registration options parameter to set up certain fields in the Patron Registration workform with default values or require a value in the field to save the record. See Setting Patron Registration Required Fields and Defaults.

The dialog box contains the following tabs:

• General defaults - Set default values for patron registration fields.

• Data Field Defaults - This tab contains the following subtabs:

•  UDFs - To indicate a UDF field is required, select the checkbox. To set a default value for a UDF, type the value for text fields or select a value for a drop-down list field.

• Custom Fields - To indicate a patron custom data field (PCDF) is required, select the checkbox. To set a default value for a PCDF, select the field, enter a default in the box, and click Set Default.

Note:
Boolean fields cannot be required, and date fields cannot have defaults.

• Required Fields tab - Select the general information fields to require for patron registration.