Staff Client Help v7.3 - v8.0
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<h1><a name="XREF_24067_Patron_Log_On"></a>Controlling Patron Account Login and Access</h1>
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<p>Use the following Polaris Administration settings to control PAC login and access to patron account information: </p>
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<p><a name="kanchor2086"></a><a name="IX_single_log_on_overview"></a><a name="kanchor2087"></a><a name="IX_in_PAC_1"></a><b>Single Login: Enable</b> (PowerPAC profile) - If this profile is set to <b>Yes</b>, a <b>Log In/Register</b> option is displayed in the My Account menu and in the page footer. A <b style="font-size: 11pt;">Log In</b> link is also displayed at the top of the page. This allows a patron to log in once for a session, instead of each time a function requires identification. When patrons provide log-in information for the first time (for example, in requesting a hold), they remain logged in until they select a log-out option, or until the Polaris PowerPAC session times out.</p>
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<p class="NoteShade"><b>Important:<br /></b>If you change this profile, you must clear the page cache. See <a href="../PDOMobilePAC/Mobile_PAC_Basics.htm#TOC_Updating_Page_Caches1" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Updating Page Caches</span></a>. If you do not, you may see unexpected results, and it may be possible for a patron to see another patron’s account information at a library workstation.</p>
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<p>
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<img src="../../../Resources/Images/PACLogIn.png" alt="" />
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<p>When the patron has logged in, the PowerPAC page displays the patron’s name and the <b>Log Out</b> option in the dashboard and at the top of the the page. The patron can click or tap the <b style="font-size: 11pt;">Welcome</b> link to display the Items Out page for the patron's account. When a patron logs in from the My Account menu, the Items Out page is automatically displayed</p>
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<p>
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<img src="../../../Resources/Images/PACLogOut.png" alt="" />
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<p>The logged-in patron can select an option in the <b>My Account</b> menu or on the dashboard to see their record, the items they have checked out, hold requests, fines and fees, and saved searches. </p>
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<p class="NoteShade"><b>Note:<br /></b>The Single Login profile also allows Polaris to cache patron log-in information for e-sources authentication. See <a href="../PDOeSources/Setting_Up_E-Source_Targets.htm#XREF_31243_Setting_Up_E">Setting Up E-Source Targets</a>.</p>
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<p>Polaris Mobile PAC allows a single log-in until the patron deliberately logs out, disconnects from the Mobile PAC site, or is inactive for 20 minutes. See <a href="../PDOMobilePAC/Patron_Log-In_Settings_for_Mobile_PAC.htm#XREF_76179_Patron_Log_On">Patron Log-In Settings for Mobile PAC</a>.</p>
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<p><b>Patron Access: policy statement hyper text link permitted</b> and <b>Patron Access: policy statement hyper text link </b>(PAC profile)<b> </b>- Enable the hyperlink text and define the text. See <a href="Set_up_a_privacy_statement_link_Polaris_PowerPAC.htm#XREF_85339_Set_up_a_prviacy">Set up a privacy statement link (Polaris PowerPAC)</a>. </p>
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<p><b>Login retries </b>(PAC profile) - Limits the number of times a patron can attempt to log into the PAC without success. See <a href="Limit_log-in_attempts.htm#XREF_67979_Limit_log_in">Limit log-in attempts</a>.</p>
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<p><b>Patron inactivity timeout </b>(PowerPAC profile) - Specifies the period of inactivity after which a logged-in patron at a library (in-house) workstation is automatically logged out. See <a href="Set_an_inactivity_timeout_for_in-house_workstations.htm#XREF_92905_Set_an_inactivity">Set an inactivity timeout for in-house workstations</a>.</p>
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<p><b>Active directory logon </b>(PAC profile) - Allows a PAC log-on using Active Directory credentials instead of the Polaris patron barcode or username and password. This feature is particularly suitable in academic settings, enabling students to authenticate into Polaris PowerPAC and Mobile PAC using their campus network credentials established in Active Directory. The user must have a Polaris patron record, but the authentication uses the user’s network ID, contained in a Polaris patron record User Defined Field (UDF), rather than the patron record barcode and password. Although a patron record barcode is required by Polaris, it will not be used for any PAC authentication. When the user attempts to log in from Polaris PowerPAC or Mobile PAC, the log-in page prompts for the network credentials instead of the usual Polaris barcode/username and password. For set-up instructions, see <a href="Set_Up_PAC_Active_Directory_Log_On.htm#XREF_26310_Set_Up_PAC_Active">Set Up PAC Active Directory Log On</a>.</p>
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<p><b>Navigation: Patron account </b>(PowerPAC and Mobile PAC profiles) - When this profile is set to <b>Yes</b>, the <b>My Account</b> option is displayed on the Polaris PowerPAC menu bar.</p>
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<p><b>Navigation: Fines & fees</b> (PowerPAC and Mobile PAC profiles) - When this profile is set to <b>Yes</b>, the <b>Fines & Fees</b> option is displayed on the My Account menu. </p>
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<p><b>Navigation: Items Out</b> (PowerPAC and Mobile PAC profiles) - When this profile is set to <b>Yes</b>, the <b>Items Out</b> option is displayed on the My Account menu and summary information is displayed in the patron account page dashboard.</p>
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<p><b>Navigation: My Record</b> - When the profile is set to <b>Yes</b>, the <b>My Record</b> option is displayed on the My Account menu.</p>
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<p><b>Navigation: Requests</b> (PowerPAC and Mobile PAC profiles) - When this profile is set to <b>Yes</b>, the <b>Requests</b> option is displayed on the My Account menu, summary information is displayed in the patron account page dashboard, and a link to the list of requests is displayed when a request is placed. </p>
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<p><b>Navigation: Claimed and Lost</b> (PowerPAC and Mobile PAC profiles) - When this profile is set to <b>Yes</b>, the Claimed and Lost view is displayed in the patron account.</p>
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<p><a name="kanchor2088"></a><a name="IX_displaying_in_PAC_10"></a><b>Patron access: Display hold queue information</b> (PAC profile) - When this profile is set to <b>Yes</b>, the position of a patron’s request in the holds queue is displayed on the Requests page of the patron account. </p>
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<p><b>Patron Access: Renewal </b>(PAC profile) - When the <b>Renewal permitted </b>option is checked, patrons can renew all or selected items from the Items Out page in the patron account. If the <b>Allow renewal if patron registration will expire</b> option is selected, the patron sees the expiration message in PAC but the renewal is allowed. The system uses the setting of the governing library for patron blocks.</p>
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<p><b>Patron access options</b> (PAC profile) - Use the options available in this profile to set up self-registration; specify defaults; set password options; specify the reminder notices that patrons can opt out of receiving; specify the contact information the patron can change; specify the associated patron information that is displayed for patrons who have associations; specify which custom fields display and whether they are required; specify whether patrons can send "Ask us" emails. See <a href="Setting_Patron_Account_Options.htm#XREF_68457_Setting_Patron">Setting Patron Account Options.</a></p>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
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<h1>Display and require PCDFs in patron update pages in PAC</h1>
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<p>To display patron custom data fields (PCDFs) in the patron update pages in the PAC, and to specify that certain patron custom data fields are required:</p>
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<ol>
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<li value="1">In the Administration Explorer tree view, open the <b>Profiles</b> folder for the branch, and click the <b>PAC</b> tab in the details view.</li>
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<li value="2">Double-click <b>Patron Access options</b>. The <b>Patron Access Options</b> dialog box appears.</li>
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<li value="3">Select the <b>Preferences </b>tab. </li>
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</ol>
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<ol style="list-style-type: lower-alpha;">
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<li value="1">Select the <b>Custom Field Display</b> tab to display the available PCDFs.</li>
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</ol>
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<p class="indent2">
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<img alt="custdisp00562.gif" style="margin-bottom: 0.000pt;width: 287;height: 151;" id="image20" src="custdisp00562_287x151.gif" /> </p>
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<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
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<li value="2">To display a PCDF in the patron account update page in the PAC, select the left checkbox under <b>Label</b>.</li>
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<li value="3">To indicate that a displayed PCDF is a required field, select the PCDF and click <b> Change Required Status</b>. The <b>Required</b> setting changes from <b>No </b>(the default) to <b>Yes</b>.</li>
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</ol>
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<p class="indent2" data-mc-conditions="Primary.Online">See <a href="../../Patron_Services_Admin/PDPpatacct/Setting_Up_Patron_Custom_Data_Fields.htm#XREF_37348_Setting_UP_Patron">Setting Up Patron Custom Data Fields</a>. </p>
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<ol start="4">
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<li value="4">Click <b>Apply</b> when you are finished setting up the PCDFs.</li>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Public_Access_Admin/PDOPatAcc/Display_and_require_UDFs_in_patron_update_pages_in_PAC.htm">Open topic with navigation</a>
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<h1>Display and require UDFs in patron update pages in PAC</h1>
|
||||
<p>To display user-defined fields (UDFs) in the patron update pages in the PAC, and to specify that certain user-defined fields are required:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Profiles</b> folder for the branch, and click the <b>PAC</b> tab in the details view.</li>
|
||||
<li value="2">Double-click <b>Patron Access options</b>.The <b>Patron Access Options</b> dialog box appears.</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Select the <b>Preferences </b>tab. The available UDFs are listed on the <b>UDF Display</b> subtab.</li>
|
||||
</ol>
|
||||
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|
||||
<img alt="prefpage.gif" style="width: 257.497pt;height: 302.342pt;margin-bottom: 0.000pt;" id="image19" src="prefpage.gif" /> </p>
|
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<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
|
||||
<li value="2">To display UDFs in the patron account update pages in the PAC, select the left checkbox under <b>User defined fields to display</b>.</li>
|
||||
<li value="3">To indicate that a displayed UDF is a required field, select the <b>Required</b> checkbox.</li>
|
||||
</ol>
|
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|
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<MadCap:conditionalText data-mc-conditions="Primary.Online">See <a href="../../Patron_Services_Admin/PDPpatacct/Setting_Up_User-Defined_Fields.htm">Setting Up User-Defined Fields</a>. </MadCap:conditionalText>
|
||||
</p>
|
||||
<ol start="3">
|
||||
<li value="3">Click <b>Apply</b> when you are finished setting up the UDFs.</li>
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<h1><a name="XREF_37912_Enable_patron"></a>Enable patron account access - PowerPAC</h1>
|
||||
<p><a name="kanchor2408"></a><a name="IX_patron_access_options"></a>To allow patrons to view their accounts from Polaris PowerPAC, and to specify the available account features:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Separate Mobile PAC profiles control patron account access, navigation, and features in Mobile PAC. See <a href="../PDOMobilePAC/Patron_Account_My_Account_in_Mobile_PAC.htm">Patron Account (My Account) in Mobile PAC</a>.</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Profiles</b> folder for the organization, and click the <b>PowerPAC</b> tab in the details view.</li>
|
||||
<li value="2">Double-click <b>Navigation: Patron Account</b>, and set the value to <b>Yes</b>. When this profile is set to <b>Yes</b>, the <b>My Account</b> option is displayed on the Polaris PowerPAC menu bar.</li>
|
||||
<li value="3">Set the following PowerPAC profiles to control what features you offer when patrons access their accounts:</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p><a name="kanchor2409"></a><a name="IX_PowerPAC_1"></a><a name="kanchor2410"></a><a name="IX_PowerPAC"></a><a name="kanchor2411"></a><a name="IX_setting_access"></a><b>Navigation: Fines & Fees</b> - Specifies whether patrons can view the fines and fees associated with their library accounts. When the profile is set to <b>Yes</b>, the <b>Fines & Fees</b> option is displayed on the My Account menu. The system uses the setting for the patron’s registered branch.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><a name="kanchor2412"></a><a name="IX_suppressing_history"></a><b>Note:<br /></b>Patrons can select an information icon <img alt="InfoIconBlue.gif" style="margin-bottom: -4.000pt;width: 19;height: 18;" id="image2" src="InfoIconBlue_19x18.gif" /> to see detailed information about an individual fine or fee. The history section on the details page includes the date, type, amount, payment, and staff name associated with the fine or fee. If you prefer to suppress the history section, set the PAC profile <b>Fines & Fees: Show history in detailed view</b> to <b>No</b>.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If you plan to accept online credit card payments, set <b>Navigation: Fines & Fees</b> to <b>Yes</b>.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Patron_Services_Admin/PDPCreditCard/Setting_Up_E-Commerce.htm">Setting Up E-Commerce</a>.</MadCap:conditionalText></p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p><a name="kanchor2413"></a><a name="IX_displaying_in_patron"></a><b>Navigation: Items Out</b> - Specifies whether patrons can view a list of the items checked out to their account. When the profile is set to <b>Yes</b>, the <b>Items Out</b> option is displayed on the My Account menu and summary information is displayed in the patron account page dashboard. The system uses the setting for the patron’s registered branch.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If you want to allow patrons to renew items from the Items Out page, set this option using the PAC profile <b>Patron Access: Renewal Permitted</b>. See step 4.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p><a name="kanchor2414"></a><a name="IX_see_also_patron_account"></a><a name="kanchor2415"></a><a name="IX_setting_access_1"></a><b>Navigation: My Record</b> - Specifies whether patrons can view their library registration information. When the profile is set to <b>Yes</b>, the <b>My Record</b> option is displayed on the My Account menu.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p><a name="kanchor2416"></a><a name="IX_PAC_patron_account_1"></a><b>Navigation: Requests</b> - Specifies whether patrons can view a list of the titles they have requested. When the profile is set to <b>Yes</b>, the <b>Requests</b> option is displayed on the My Account menu, summary information is displayed in the patron account page dashboard, and a link to the list of requests is displayed when a request is placed. The system uses the setting for the patron’s registered branch. The page shows the status of each request, and allows the patron to cancel, suspend and reactivate requests. From the Requests page, the patron can also see detailed information about each request.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p><a name="kanchor2417"></a><a name="IX_holds_queue_position_in"></a><a name="kanchor2418"></a><a name="IX_displaying_in_PAC_11"></a><b>Patron access: Display hold queue information</b> - Specifies whether the position of a patron’s request in the holds queue is displayed on the Requests page of the patron account, and whether the patron receives a message about the current number of active requests for the material when she places a hold. The profile setting for <span class="FM_Emphasis">the patron’s registered branch</span> controls whether the holds queue information is displayed. </p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You may want to suppress the holds queue information because it can be confusing in certain circumstances. For example, a request may be first in the queue, but if it is overridden for some reason, it may not be filled first. Also, if a branch uses primary and secondary routing groups, the queue position of a request may change if the request is sent to the secondary routing group. For more information about holds processing,<MadCap:conditionalText data-mc-conditions="Primary.Online"> see <a href="../../Patron_Services_Admin/PDPrequests/Setting_Up_Holds_and_ILL_Request_Processing.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Setting Up Hold and ILL Loan Request Processing</span></a>.</MadCap:conditionalText></p>
|
||||
<ol start="4">
|
||||
<li value="4"><a name="kanchor2419"></a><a name="IX_allowing_1"></a>To allow patrons to renew items from Polaris PowerPAC and Mobile PAC, do these steps:</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Click the <b>PAC</b> tab in the details view of the Administration Explorer.</li>
|
||||
<li value="2">Double-click <b>Patron Access: Renewal</b>, and select <b>Renewal permitted</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">When this option is checked, patrons can renew all or selected items from the Items Out page in the patron account. (When the profile is set to <b>No</b>, the renewal links are not displayed on the Items Out page.)</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Even when you permit renewals, renewal options are not displayed for items that cannot be renewed.</p>
|
||||
<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
|
||||
<li value="3">To allow renewals where the patron registration will expire before the renewal due date, select <b>Allow renewal if patron registration will expire</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">If this option is selected, the patron sees the expiration message in PAC but the renewal is allowed. The system uses the setting of the governing library for patron blocks.</p>
|
||||
<ol start="5">
|
||||
<li value="5">Select <b>File </b>><b> Save</b>.</li>
|
||||
</ol>
|
||||
<h4><i>Related Information</i>
|
||||
</h4>
|
||||
<ul type="disc">
|
||||
<li><a name="kanchor2420"></a><a name="IX_in_PAC_patron_account"></a><span class="FM_BulletHead">Patron messages</span> - You can allow staff to post library-defined or free-text messages to patron accounts. Patrons can then read and delete the messages from the PowerPAC or Mobile PAC patron account. For more information about setting up patron messages,<MadCap:conditionalText data-mc-conditions="Primary.Online"> see <a href="../../Patron_Services_Admin/PDPpatacct/Setting_Up_Patron_Messages.htm#XREF_53524_Setting_Up_Patron">Setting Up Patron Messages</a>.</MadCap:conditionalText> For more information about posting patron messages in the staff client,<MadCap:conditionalText data-mc-conditions="Primary.Online"> see <a href="../../Patron_Services/PPregstr/Posting_Patron_Messages.htm#XREF_35384_Posting_Patron">Posting Patron Messages</a>.</MadCap:conditionalText></li>
|
||||
<li><span class="FM_BulletHead">Blocks on renewals and ebook circulation</span> - You can set blocking conditions that apply to renewals and ebook circulation from the PAC or renewals by telephone.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Patron_Services_Admin/PDPblocks/Defining_Patron-Initiated_Circulation_Blocks.htm#XREF_16479_Defining_Patron">Defining Patron-Initiated Circulation Blocks</a>.</MadCap:conditionalText> You can also block renewal from PAC if an associated patron has exceeded the 2nd level fine amount as determined by the governing library for patron blocks, or if the associated patron has exceeded the maximum overdue limit as determined by the governing library for patron blocks. For more information about setting up blocking relationships,<MadCap:conditionalText data-mc-conditions="Primary.Online"> see <a href="../../Patron_Services/PPregstr/Patron_Associations.htm#XREF_55300_Patron_Associations">Patron Associations</a>.</MadCap:conditionalText></li>
|
||||
<li><span class="FM_BulletHead">Hold/ILL requests </span>- You set conditions for requests from PAC with Requests parameters.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Patron_Services_Admin/PDPrequests/Setting_Up_Holds_and_ILL_Request_Processing.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Setting Up Hold and ILL Loan Request Processing</span></a>.</MadCap:conditionalText></li>
|
||||
<li><span class="FM_BulletHead">Online registration, password changes, and account updates</span> - See <a href="Setting_Patron_Account_Options.htm#XREF_68457_Setting_Patron">Setting Patron Account Options</a>.</li>
|
||||
<li><span class="FM_BulletHead">Setting a staff override password</span> - See <a href="Set_patron_password_and_user_name_options.htm#XREF_49970_Control_patron">Set patron password and user name options</a>.</li>
|
||||
<li><span class="FM_BulletHead">Allowing credit card payments</span> -<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Patron_Services_Admin/PDPCreditCard/Setting_Up_E-Commerce.htm#XREF_47672_Setting_Up">Setting Up E-Commerce</a>.</MadCap:conditionalText></li>
|
||||
<li><span class="FM_BulletHead">Search agent (saved searches)</span> - If you offer search agent functionality, patrons can view and work with their saved searches from the patron account pages. See <a href="../PDOstart/Public_Access_Administration.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Setting Public Access Profiles and Parameters</span></a>.</li>
|
||||
<li><span class="FM_BulletHead">Ask Us</span> - Using Ask Us, registered patrons can log in and send an email message to designated library staff members. See <a href="../PDOMobilePAC/Set_up_and_start_Ask_Us1.htm#XREF_44046_Set_up_Ask_Us">Set up and start Ask Us</a>. You can optionally offer this feature to guest users (no logon required).</li>
|
||||
<li><span class="FM_BulletHead">3M PAMS</span> - 3M™ <a name="XREF_smart_cards_setting_for"></a>Public Access Management System “smart cards” allow patrons to log in by placing a smart card in a reader. See <a href="../PDOpower/Set_up_Polaris_PowerPAC.htm">Set up Polaris PowerPAC</a>.</li>
|
||||
<li><span class="FM_BulletHead">Polaris® ExpressCheck™</span> - Use the SelfCheck Unit parameter <b>Polaris ExpressCheck: Options</b> to control access to the patron account from ExpressCheck.</li>
|
||||
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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<h1><a name="XREF_67979_Limit_log_in"></a>Limit log-in attempts</h1>
|
||||
<p><a name="kanchor5104"></a><a name="IX_setting_15"></a>You can limit the number of times a patron can attempt to log in before being forced to wait 5 minutes. To limit the number of times a patron can attempt to log in before the waiting period is enforced:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>These settings apply to the following PAC applications:<br />Polaris PowerPAC - Main log-in page, hold request page<br />Polaris PowerPAC Children’s Edition - Hold request page<br />Mobile PAC - Main log-in page</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Profiles</b> folder at the system level, and click the <b>PAC</b> tab in the details view.</li>
|
||||
<li value="2">Double-click <b>Login retries</b>. The <b>PAC Login Retries</b> dialog box appears.</li>
|
||||
<li value="3">Select <b>Enable limit on login retries</b>.</li>
|
||||
<li value="4">Set the number of attempts (5-99) allowed before the patron must wait 5 minutes.</li>
|
||||
<li value="5">Click <b>OK</b>.</li>
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<h1><a name="XREF_26310_Set_Up_PAC_Active"></a>Set up PAC Active Directory logon</h1>
|
||||
<p>You can allow users to log on to PAC using network credentials (Active Directory logon) instead of the Polaris patron record barcode/username and password. ActiveDirectory logon has these requirements and limitations:</p>
|
||||
<ul type="disc">
|
||||
<li>The Polaris production server must be in the same domain as the Active Directory service.</li>
|
||||
<li>The library must designate a user-defined field (UDF) to contain the network ID in the patron record. Staff can search for patron records by this UDF if trouble-shooting is necessary. For information about setting up UDFs,<MadCap:conditionalText data-mc-conditions="Primary.Online"> see <a href="../../Patron_Services_Admin/PDPpatacct/Setting_Up_User-Defined_Fields.htm#XREF_64065_User_Defined">Setting Up User-Defined Fields</a>.</MadCap:conditionalText></li>
|
||||
<li>
|
||||
<p class="FM_Task">The Polaris patron record barcode and password will not work to log on to the patron record in PAC. Because the network ID is the standard for access and the Polaris patron barcode/password cannot be used to log on, the library must limit the user’s ability to manage this Polaris patron data by suppressing certain options from PAC. In Polaris Administration, suppress the following options with the PAC profile <b>Patron access options</b> (see <a href="Setting_Patron_Account_Options.htm#XREF_68457_Setting_Patron">Setting Patron Account Options</a>):</p>
|
||||
<ul type="disc">
|
||||
<li>Create a username - On the Log In tabbed page (system level only), clear the <b>Enable patron username</b> checkbox.</li>
|
||||
<li>Change passwords - On the Log In tabbed page, clear the <b>Patron can change password</b> checkbox.</li>
|
||||
<li>Manage forgotten passwords - On the Log In tabbed page (system level only), clear the <b>E-mail forgotten password </b>checkbox.</li>
|
||||
<li>Register for a patron account online - On the Self-registration tabbed page, clear the<b> Patron can self-register</b> checkbox.</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>SIP applications, such as third-party self-check, will not work with the Active Directory credentials. They require the Polaris patron record barcode and password. </li>
|
||||
<li>Offline Polaris will not work with the Active Directory credentials. It requires the Polaris patron record barcode and password.</li>
|
||||
</ul>
|
||||
<p>See <a href="#XREF_32717_Active_Directory" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Active Directory Log On in PAC</span></a>.</p>
|
||||
<p><a name="kanchor771"></a><a name="IX_in_PAC_setup"></a><a name="kanchor772"></a><a name="IX_Active_Directory_logon"></a>To allow users to log on to PAC using network credentials instead of the Polaris patron record barcode/username and password: </p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>These settings apply to both Polaris PowerPAC and Mobile PAC.</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Profiles</b> folder for the system, and click the <b>PAC</b> tab in the details view.</li>
|
||||
<li value="2">Double-click <b>Active directory logon</b>. The <b>Active Directory Logon</b> dialog box appears.</li>
|
||||
<li value="3">Select <b>Enable</b>.</li>
|
||||
<li value="4">Select the UDF (user-defined field) that contains the network ID from the list.</li>
|
||||
<li value="5">The options are the UDFs defined for the system.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Patron_Services_Admin/PDPpatacct/Setting_Up_User-Defined_Fields.htm#XREF_64065_User_Defined">Setting Up User-Defined Fields</a>.</MadCap:conditionalText></li>
|
||||
<li value="6">Enter the network domain name (maximum 25 characters).</li>
|
||||
<li value="7">Click <b>Save</b>.</li>
|
||||
<li value="8">Suppress user name, password, and self-registration options from display in PAC, using the PAC profile <b>Patron access options</b>. See <a href="Enable_patron_account_access_-_PowerPAC.htm#XREF_37912_Enable_patron">Enable patron account access - PowerPAC</a>. </li>
|
||||
<p class="NoteShade"><b>Important:<br /></b>There are no programmatic relationships between the <b>Active Directory Logon</b> settings and the <b>Patron access options </b>settings that control patron usernames, passwords, or self-registration. You must suppress these options in Polaris Administration as described here.</p>
|
||||
<li value="9">Using Polaris Language Editor (WebAdmin), reload Polaris PowerPAC and Mobile PAC.</li>
|
||||
</ol>
|
||||
<h2><a name="XREF_32717_Active_Directory"></a>Active Directory Log On in PAC</h2>
|
||||
<p>When the Active Directory option is enabled, the PAC log-on page displays <b>Username</b> and <b>Password</b> fields. The user enters the network ID (username) and password. If the password is correct and the username matches that entered in a single patron record UDF, the user is logged on. The <b>Username</b> field label can be edited in Polaris Language Editor (WebAdmin).</p>
|
||||
<p>Authentication fails in the following situations:</p>
|
||||
<ul type="disc">
|
||||
<li>The credentials cannot be validated according to network validation rules (for example, the user has entered a Polaris patron barcode instead of the network username). A message is displayed: <b>You have entered an invalid ID or password. Please try again</b>. </li>
|
||||
<li>The ID (username) entered does not match the designated UDF in any patron record. A message is displayed: <b>Your library account cannot be verified. Please contact the library for assistance.</b></li>
|
||||
<li>The ID entered matches the designated UDF in more than patron record. A message is displayed: <b>Your ID matches more than one library record. Please contact the library for assistance.</b></li>
|
||||
</ul>
|
||||
<p>These messages can be edited in Polaris Language Editor (WebAdmin). The language strings are:</p>
|
||||
<ul type="disc">
|
||||
<li><b>PACML_ADLOGON_FAILED</b> (invalid ID or password)</li>
|
||||
<li><b>PACML_ADLOGON-NOPATRON</b> (library account cannot be verified)</li>
|
||||
<li><b>PACML_ADLOGON_MULTPATRON</b> (more than one library record)</li>
|
||||
</ul>
|
||||
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|
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
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<h1><a name="XREF_92905_Set_an_inactivity"></a>Set an inactivity timeout for in-house workstations</h1>
|
||||
<p><a name="kanchor4183"></a><a name="IX_setting_16"></a>To automatically log out patrons from in-house workstations after a specified period of inactivity:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>These settings do not apply to patrons who are not logged in or those working outside the library.</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Profiles</b> folder for the organization, and click the <b>PowerPAC</b> tab in the details view.</li>
|
||||
<li value="2">Double-click <b>Patron inactivity timeout</b>. The <b>Patron Inactivity Timeout </b>dialog box appears.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/PatInactivityTO.png" alt="" />
|
||||
</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Select <b>Enable patron inactivity timeout for in-house workstations</b> to enable the inactivity timeout.</li>
|
||||
<li value="4">Set the time after which the patron is logged out and the specified page (see step 5) is displayed. You can specify a time from 1 to 20 minutes.</li>
|
||||
<li value="5">Specify the page to display after the inactivity period and automatic logout:</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li>Select <b>Default PowerPAC home page </b>to return to the page you have specified as the PowerPAC home page. See <a href="../PDOpower/Set_up_Polaris_PowerPAC.htm">Set up Polaris PowerPAC</a>.</li>
|
||||
<li>Select <b>URL</b> and type the <span class="FM_Emphasis">complete</span> URL of the page that should be displayed (255 characters maximum).</li>
|
||||
</ul>
|
||||
<ol start="6">
|
||||
<li value="6">Click <b>OK</b> to save your settings.</li>
|
||||
</ol>
|
||||
<h2><a name="XREF_26075_Patron_Inactivity"></a>Patron Inactivity Timer</h2>
|
||||
<p>The patron inactivity timer starts only when a patron has stopped doing any of the following actions: clicking Polaris product buttons, links, cover images; clicking in the PowerPAC portion of the browser window; or entering a credit card payment. When any of these actions occur, activity is registered and the inactivity timer is restarted. Actions that are not counted as activity include resizing or moving the browser window; accessing browser menu options; scrolling; or accessing any third-party resource that opens in a lightbox, frameset, or new browser window.</p>
|
||||
<p>When this feature is enabled, the browser status bar displays a count-down timer when 60 seconds are left before automatic logout. In addition, an alert box displays the following message 30 seconds before the session is due to time out: <b>Your session will end in 30 seconds</b>. </p>
|
||||
<p>If the user clicks the <b>Continue session</b> button in the timeout alert box, the session timeout clock restarts, and the user remains on the current page. If a lightbox was open, it remains open. If the user does not click the <b>Continue session</b> button, the session ends, and the page defined in the <b>Patron inactivity timeout profile</b> displays. </p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>When a credit card payment is submitted, the Patron Inactivity Timeout value is calculated by adding it to the credit card gateway timeout set in the Credit Card parameter <b>Online payments: Configure</b> plus 90 seconds. </p>
|
||||
<p>The count-down timer text can be edited in Polaris Language Editor (string ID <b>PACML_TIMEOUMSG</b>).</p>
|
||||
<p>The following language strings can be edited in Polaris Language Editor:</p>
|
||||
<ul>
|
||||
<li><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">PACML_TIMEOUTALERT</b>
|
||||
</li>
|
||||
<li><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">PACML_TIMEOUTALERT2</b>
|
||||
</li>
|
||||
<li><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">PACML_CONTINUESESSION</b>
|
||||
</li>
|
||||
<li><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">PACML_TIMWINTITLE</b>
|
||||
</li>
|
||||
<li><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">PACML_TIMEOUTCLICK</b>
|
||||
</li>
|
||||
<li><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">PACML_TIMEOUTSECONDS</b>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The number of seconds cannot be modified.</p>
|
||||
<p class="NoteShade"><b>Note - Secure Socket Layer (SSL):<br /></b>If SSL is enabled for the entire site, the 60-second countdown timer appears in the status bar only if you add the site to the trusted sites list in Internet Explorer. For more information about SSL,<MadCap:conditionalText data-mc-conditions="Primary.Online"> see <a href="../../Administration/PDserver/Setting_Web_Server_Parameters.htm#XREF_80364_Secure_Socket">Secure Socket Layer (SSL)</a> and <a href="../../Administration/PDserver/Set_the_entire_PowerPAC_site_to_https_only.htm#XREF_85304_Set_the_entire">Set the entire PowerPAC site to https only</a>.</MadCap:conditionalText></p>
|
||||
<p class="NoteShade"><b>Note - Firefox browsers:<br /></b>You may need to clear the browser history to make the timer work correctly.</p>
|
||||
<p>To display the count-down timer in the status bar, select <b>Tools, Options, Content</b> tabbed page, and click <b>Advanced</b>. On the Advanced JavaScript Settings dialog box, select <b>Change status bar text</b>.</p>
|
||||
<p>The automatic logoff applies only to in-house workstations. A workstation is typically considered to be in-house if it is registered in Polaris Administration (staff client workstations) or if the workstation’s IP address is listed in the In-House IP Addresses database table. If you use Polaris PowerPAC on workstations within the library and you are enabling the patron inactivity timeout, be sure to list them in the In-House IP Addresses database table.</p>
|
||||
<p>For information about registering client workstations in Polaris Administration,<MadCap:conditionalText data-mc-conditions="Primary.Online"> see <a href="../../Administration/PDresourc/Setting_Up_Workstations.htm#XREF_70555_Setting_Up">Setting Up Workstations</a>.</MadCap:conditionalText></p>
|
||||
<p>For information about listing PowerPAC workstations in the In-House IP Addresses database table,<MadCap:conditionalText data-mc-conditions="Primary.Online"> see <a href="../../Administration/PDresourc/Identifying_In-House_Computers.htm#XREF_75055_Indentifying_In">Identifying In-House Computers</a>.</MadCap:conditionalText></p>
|
||||
<p>You can determine whether the system checks both the In-House IP Addresses table and the registered workstations (the default setting), or only the In-House IP Addresses table, to determine whether a workstation is in-house.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Administration/PDresourc/Set_criteria_for_determining_in-house_location.htm#XREF_29900_Set_criteria_for">Set criteria for determining in-house location</a>. </MadCap:conditionalText></p>
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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<h1><a name="kanchor758"></a>Set patron associations display in PAC</h1>
|
||||
<p><a name="kanchor759"></a>If your library uses associated patrons functionality to link patron accounts together, you can specify whether to display the "block me" and/or "allow me" settings for associated patrons in the PAC. </p>
|
||||
<p>To <a name="kanchor760"></a>specify the settings that patrons can see about their associated patrons in the PowerPAC and Mobile PAC:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Profiles</b> folder for the branch, and click the <b>PAC</b> tab in the details view.</li>
|
||||
<li value="2">Double-click <b>Patron access options</b>. The <b>Patron Access Options</b> dialog box opens.</li>
|
||||
<li value="3">Select the <b>Preferences</b> tab.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/PACPatAccAssocSA_301x388.png" style="width: 301;height: 388;" alt="" />
|
||||
</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Select the <b>Associated Patrons</b> checkbox, and select one or both of these checkboxes:<ul><li><b>Show 'Block me' setting</b> - When this checkbox is selected for a branch, patrons registered at this branch can see whether they are blocked when their associated patrons are blocked.</li><li><b>Show 'Allow me' setting</b> - When this checkbox is selected for a branch, patrons registered at this branch can see whether they are permitted to pick up and check out held items for their associated patrons.</li></ul></li>
|
||||
<li value="5">Click <b>Save</b>.</li>
|
||||
</ol>
|
||||
<h2>Associated Patron Display in PowerPAC</h2>
|
||||
<p style="mc-hyphenate: never;">If both the <b>Associated Patrons</b> options (<b>Show 'Block me' setting</b> and <b>Show 'Allow me' setting</b>) are selected in the <b>Patron Access Options</b> profile for the branch, patrons registered at that branch who have associations can access their account in PowerPAC, expand the <b>Associated Patrons</b> area, and see the block and allow settings for each of their associated patrons.</p>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/PACAssocPatronsPPAC.png" alt="" />
|
||||
</p>
|
||||
<h2>Associated Patron Display in Mobile PAC</h2>
|
||||
<p>If both the <b>Associated Patrons</b> options (<b>Show 'Block me' setting</b> and <b>Show 'Allow me' setting</b>) are selected in the <b>Patron Access Options</b> profile for the branch, patrons registered at that branch who have associations can access their account in Mobile PAC, expand the <b>Associated Patrons</b> area by selecting the right arrow, and see the block and allow settings for each associated patron.</p>
|
||||
<h4><i>Patron account in Mobile PAC</i>
|
||||
</h4>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/PACAssocPatronsMPAC1.png" alt="" />
|
||||
</p>
|
||||
<h4><i>Block and Allow settings for associated patrons in Mobile PAC</i>
|
||||
</h4>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/PACAssocPatronsMPAC2.png" alt="" />
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<h1><a name="XREF_49970_Control_patron"></a>Set patron password and username options</h1>
|
||||
<p><a name="kanchor362"></a><a name="IX_enabling_6"></a><a name="kanchor363"></a><a name="IX_numeric"></a><a name="kanchor364"></a><a name="IX_forgotten_e_mail_from"></a><a name="kanchor365"></a><a name="IX_staff_override"></a><a name="kanchor366"></a><a name="IX_online_change_set_up"></a>To set the password and username options offered to patrons using Polaris PowerPAC or Mobile PAC:</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>Complete this procedure for each branch that allows patron self-registration.</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, select <b>Profiles</b> > <b>PAC</b>.</li>
|
||||
<li value="2">Double-click <b>Patron access options</b>. <p>The <b>Patron Access Options</b> dialog appears.</p></li>
|
||||
<li value="3">Select the <b>Log In</b> tab.</li>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/patron_access_log_in_tab_300x389.png" style="vertical-align: baseline;border-left-style: solid;border-left-width: ;border-left-color: #000000;border-right-style: solid;border-right-width: ;border-right-color: #000000;border-top-style: solid;border-top-width: ;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: ;border-bottom-color: #000000;width: 300;height: 389;" alt="" />
|
||||
</p>
|
||||
<li value="4">To allow patrons to change their passwords online, select the <b>Patron can change password</b> checkbox.</li>
|
||||
<li value="5">To specify an override password for staff, perform these steps:</li>
|
||||
<p class="NoteShade"><b>Note:<br /></b>A staff member can use the staff override password to help a patron access the account in case the password has been forgotten. Once in the account, if the <b>Patron can change password</b> box is selected, the patron can specify a new password by selecting a link on the PAC patron account page.</p>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Select the <b>Enable staff override</b> checkbox.</li>
|
||||
<li value="2">Type a password in the <b>PAC override password</b> box. The password can be 4 to 16 characters (letters and numbers), but cannot include spaces.</li>
|
||||
</ol>
|
||||
<li value="6">(System level only) To allow patrons to set up and change usernames, select <b>Enable patron username</b>.</li>
|
||||
<p><a name="kanchor367"></a><a name="IX_format"></a>A patron can enter their username instead of a barcode when signing in to use PAC functions such as viewing their account or placing a hold request. The username is displayed in the patron account in PAC, and the patron barcode is masked to display only the last four digits. The username is also accepted for signing in to third-party self-service devices (devices that rely on SIP or SIP2) and in Polaris ExpressCheck. </p>
|
||||
<p>The username must be a minimum of 4 and a maximum of 50 alphanumeric characters, and cannot contain spaces. It must begin with a letter. The following special characters are also allowed: <b>-</b> (dash), <b>_</b> (underscore), <b>.</b> (period), and <b>@</b> (at). The username must not contain two special characters next to each other, and cannot match an existing patron barcode.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Patron usernames are not available to staff. Staff cannot assign them during patron registration, they are not searchable or available for reports, and they are not displayed in the patron record. Only patrons can create or change usernames.</p>
|
||||
<li value="7">(System level only) To allow patrons to receive an email message containing a time-sensitive link to reset their password, select <b>E-mail reset password link</b>.</li>
|
||||
<p>When this option is set, the PAC, MobilePAC, or Polaris ExpressCheck sign in pages include a <b>Forgot password?</b> link. When the patron selects the link, an email message containing a time-sensitive link to reset their password is sent to both the primary and alternate email addresses in the patron record. If no email address is present in the patron record, the system displays an error message.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If the patron has forgotten both their username and their password, they must contact the library. Staff can assign a new password. Using this and the barcode, the patron can set up a new username.</p>
|
||||
<li value="8">To restrict passwords to numeric characters (PINs), select <b>Passwords must be numeric only</b>.</li>
|
||||
<p>This option is useful if you use Polaris Phone Attendant and allow patrons to sign in by telephone to hear information about their accounts. (Alternatively, you can allow alphanumeric passwords from the Phone Attendant.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Telephony_Admin/PTInboundTel/Set_Phone_Attendant_options_for_specific_lines.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set Phone Attendant Options for Specific Lines</span></a>.)</MadCap:conditionalText> If you choose to enable this option, existing alphanumeric passwords will continue to work but only numeric passwords are accepted when a new account is created or when a patron password is changed from the staff client or from PAC.</p>
|
||||
<li value="9">Select <b>Apply</b> to apply your settings and continue working with Patron Access options, or select <b>Save</b> to save your settings and close the Patron Access options dialog.</li>
|
||||
<li value="10">Select <b>File </b>><b> Save</b>.</li>
|
||||
</ol>
|
||||
</div>
|
||||
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|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<!DOCTYPE html>
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Public Access Administration |Setting Up Patron Account Access and Options" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDOPatAcc.fm" /><title>Set up a privacy statement link (Polaris PowerPAC)</title>
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gtag('js', new Date());
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<body>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Public_Access_Admin/PDOPatAcc/Set_up_a_privacy_statement_link_Polaris_PowerPAC.htm">Open topic with navigation</a>
|
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</p>
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<div class="nocontent">
|
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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||||
<h1><a name="XREF_85339_Set_up_a_prviacy"></a>Set up a privacy statement link (Polaris PowerPAC)</h1>
|
||||
<p><a name="kanchor5498"></a><a name="IX_displaying_link_in_PAC"></a>You can display a link to the library’s privacy policy (<i>For more information on our privacy policy, click here</i>) on the patron self-registration pages and at all patron log-in points when Single Login is enabled and the patron has not yet logged in.</p>
|
||||
<p> To display the link in Polaris PowerPAC:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Profiles</b> folder for the branch, and click the <b>PAC</b> tab in the details view.</li>
|
||||
<li value="2">Double-click <b>Patron Access: policy statement hyper text link permitted</b>, and set the value to <b>Yes</b>.</li>
|
||||
<li value="3">Double-click <b>Patron Access: policy statement hyper text link</b>, and type the complete URL to the Web page for the library privacy policy.</li>
|
||||
<li value="4">Select <b>File</b>, <b>Save</b>.</li>
|
||||
</ol>
|
||||
<p>See<MadCap:conditionalText data-mc-conditions="Primary.Online"> also: <a href="../../Patron_Services_Admin/PDPCreditCard/creditpayprivandref.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Privacy and Refund Policy Display Options</span></a>.</MadCap:conditionalText></p>
|
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</div>
|
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|
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<div id="footer">
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
|
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]]></div>
|
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
|
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<div>
|
||||
<p align="center">
|
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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+112
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<!DOCTYPE html>
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Public Access Administration |Setting Up Patron Account Access and Options|Setting Patron Access Options - Overview" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
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<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDOPatAcc.fm" /><title>Set up and start Ask Us</title>
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<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<body>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Public_Access_Admin/PDOPatAcc/Set_up_and_start_Ask_Us.htm">Open topic with navigation</a>
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|
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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||||
<h1><a name="XREF_44046_Set_up_Ask_Us"></a>Set up and start Ask Us</h1>
|
||||
<p><a name="kanchor466"></a><a name="IX_See_also_Ask_Us_1"></a><a name="kanchor467"></a><a name="IX_overview_195"></a>With the Ask Us feature, patrons can use Polaris PowerPAC or Mobile PAC to send a reference question to a designated library email address. You set up a receiving email address on the branch level, then enable the feature in PowerPAC, Mobile PAC, or both. You can require a patron logon, or bypass the logon and allow anyone to send a question via Ask Us.</p>
|
||||
<p><a name="kanchor468"></a><a name="IX_Sent_From_address_1"></a>The Sent From email address on the message to the library is the email address the user has specified in the Ask Us form, if any. If no address is specified, the user has logged in as a patron, and the patron account includes an email address, that address is used. If no email address is specified in the Ask Us form or the patron account, or the patron has cleared the address from the form, the Sent From address is that specified in the PAC profile <b>Email notification: Email address of sender</b>.</p>
|
||||
<p class="NoteShade"><a name="kanchor469"></a><a name="IX_specifying_server_for_1"></a><a name="kanchor470"></a><a name="IX_specifying_for_PAC_Ask_Us_1"></a><b>Note:<br /></b>Any email message from PAC, including Ask Us messages, requires you to specify the SMTP server in Polaris Administration. Double-click the PAC profile <b>Email notification: Server running SMTP service</b>, and type the domain name of the email SMTP server.</p>
|
||||
<p><a name="kanchor471"></a><a name="IX_setting_up_e_mail"></a>To set up the email addresses to receive questions sent from the PAC, and to start the Ask Us function:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Profiles</b> folder for the branch, and click the <b>PAC</b> tab in the details view.</li>
|
||||
<li value="2">Double-click <b>Patron Access options</b>. The <b>Patron Access Options</b> dialog box appears.</li>
|
||||
<li value="3">Click the <b>Ask Us</b> tab.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="dPatronAccAskUs.gif" style="width: 257.497pt;height: 302.342pt;margin-bottom: 0.000pt;" id="image21" src="dPatronAccAskUs.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">To specify the receiving address for Ask Us email messages, do these steps:</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Click <b>Add, </b>and use the Find Tool to search for the staff member or members who should receive the Ask Us messages. </li>
|
||||
<li value="2">Select the names in the results list, right-click the highlighted names, and choose <b>Select</b> from the context menu.</li>
|
||||
</ol>
|
||||
<p class="indent2">The<b> Patron Access Options</b> dialog box appears, and the selected names are displayed in the <b>E-mail to</b> list.</p>
|
||||
<ol start="5">
|
||||
<li value="5">Click <b>Apply</b> to apply your settings and continue working with patron access options, or click <b>Save</b> to save your settings and close the <b>Patron Access Options</b> dialog box.</li>
|
||||
<li value="6">To make the Ask Us feature available in Polaris PowerPAC, do these steps:</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Click the <b>PowerPAC</b> tab in the details view of the Explorer.</li>
|
||||
<li value="2">Double-click <b>Navigation: Ask us,</b> and select <b>Yes</b>.</li>
|
||||
<li value="3">To require a patron login for Ask Us, double-click <b>Ask Us: Require Login</b>, and set the value to <b>Yes</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">If this value is set to <b>No</b>, a <b>Guest</b> button is displayed on the Ask Us logon page in Polaris PowerPAC. The user can click <b>Guest</b> to send a question without logging on. </p>
|
||||
<ol start="7">
|
||||
<li value="7">To make the Ask Us feature available in Mobile PAC, do these steps:</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Click the <b>MobilePAC</b> tab in the details view of the Explorer.</li>
|
||||
<li value="2">Double-click <b>Navigation: Ask us</b>, and select <b>Yes</b>.</li>
|
||||
<li value="3">To require a patron login for Ask Us, double-click <b>Ask Us: Require Login</b>, and set the value to <b>Yes</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">If this value is set to <b>No</b>, a <b>Guest</b> button is displayed on the Ask Us logon page in Mobile PAC. The user can click <b>Guest</b> to send a question without logging on.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Libraries that use Polaris Community Profiles and ContentXChange should set this option to <b>No</b> so that logon is not required. Organizations can place the Ask Us feature on their own Web sites, where any visitor to the site can send a question to the library. For more information,<MadCap:conditionalText data-mc-conditions="Primary.Online"> see <a href="../../Administration/PDquickref/Administration_Shortcut_Keys.htm#XREF_10120_Working_With">Polaris Permission Groups - Default Permissions Reference</a>.</MadCap:conditionalText></p>
|
||||
<ol start="8">
|
||||
<li value="8">Select <b>File > Save</b>.</li>
|
||||
</ol>
|
||||
<h4><i>Related Information</i>
|
||||
</h4>
|
||||
<p>The ContentXChange Ask Us widget uses the Ask Us settings for the organization specified in the <b>ContentXChange widgets link to:</b> box on the Community Record workform.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Community Profiles/CommProfStaffClient/Enter_basic_community_information_in_the_staff_client.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Enter Basic Community Information in the Staff Client</span></a>.</MadCap:conditionalText></p>
|
||||
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|
||||
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|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
|
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]]></div>
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||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
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|
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|
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</body>
|
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</html>
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+101
@@ -0,0 +1,101 @@
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<!DOCTYPE html>
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Public Access Administration |Setting Up Patron Account Access and Options|Setting Patron Access Options - Overview" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<h1><a name="XREF_90160_Set_up_online"></a>Set up online patron account updates </h1>
|
||||
<p><a name="kanchor1684"></a><a name="IX_updates_from_PAC_1"></a>You can allow patrons to request updates to their patron account information in Polaris PowerPAC or Mobile PAC and opt out of receiving certain email reminder notices.</p>
|
||||
<div class="NoteShade"><b>Notes</b>:<ul><li><p>When patrons request certain updates to their account information online, Polaris blocks the patron from checking out materials until staff verify the update.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="file:///C:/Git/Polaris ILS/Content/PolarisStaffHelp/Patron_Services/PPblocks/Resolve_a_Verify_Patron_block.htm#XREF_55711_Verify_patron_self">Resolve a Verify Patron block</a>.</MadCap:conditionalText></p></li><li>For Patron Access Options, PowerPAC and Mobile PAC honor system administration settings as follows:<ul><li>If the patron is signed in, the system uses the setting for the patron's registered branch.</li><li>If the patron is not signed in, the system uses the setting for the connection branch.</li></ul></li></ul></div>
|
||||
<p>To set up online patron account updates:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Profiles</b> folder for the branch, and click the <b>PAC</b> tab in the details view.</li>
|
||||
<li value="2">Double-click <b>Patron Access options</b>. <br />The<b> Patron Access Options</b> dialog box appears.</li>
|
||||
<li value="3">Click the <b>Contact Info</b> tab.<br /><img src="../../../Resources/Images/PatronAccessOP_ContactInfo.png" alt="" /></li>
|
||||
<li value="4">Select <b>Patron can change notification method</b> to allow patrons to change their notification method online. This option does not place a verification block on the patron account.</li>
|
||||
<li value="5">Select <b>Confirmation e-mail to patron</b> to have the system send an acknowledgment message by email to the patron when he or she submits a request to change account information.
|
||||
<p class="indent2">When you enable this option, a single email message is sent soon after the patron clicks <b>Submit Change Request</b>. The message is sent to both the primary and alternate email addresses. If the patron record does not have an email address, no message is sent.</p></li>
|
||||
<li value="6">Select <b>Patron address - Change allowed</b> to allow patrons to change their physical address online, then select one of the following options:
|
||||
<ul><li><b>Patron can submit change request</b> places a verification block on the patron account when the patron requests a change, and an email message is sent to the library staff, so library staff can verify and add the address.</li><li><b>Patron can change without verification</b> allows a patron to change the address online without incurring a verification block. <br /></li></ul><p class="NoteShade"><b>Note</b>: PowerPAC and Mobile PAC perform basic validation against the postal codes table when updating the patron address, regardless of which option you select.</p></li>
|
||||
<li value="7">Select <b>E-mail address - Change allowed</b> to allow patrons to change an email address online, then select one of the following options:
|
||||
<ul type="disc"><li><b>Patron can submit change request</b> places a verification block on the patron account when the patron requests a change, and an email message is sent to the address specified on this tabbed page.</li><li><b>Patron can change without verification</b> allows a patron to change the email address online without incurring a verification block.</li></ul></li>
|
||||
<li value="8">Select <b>Phone number - Change allowed</b> to allow patrons to change a contact telephone number online, then select one of the following options:
|
||||
<ul type="disc"><li><b>Patron can submit change request</b> places a verification block on the patron account when the patron requests a change, and an email message is sent to the address specified on this tabbed page.</li><li><b>Patron can change without verification</b> allows a patron to change the phone number online without incurring a verification block.</li><li><a name="kanchor1685"></a><a name="IX_enable_for_PAC_patron"></a><b>Enable phone validation</b> (system level only) specifies whether Polaris validates phone numbers when they are entered in the Update Preferences page in Polaris PowerPAC or Mobile PAC. Libraries that require their patrons to enter an initial 1 with the phone number should leave this option cleared.
|
||||
|
||||
<p class="NoteShade"><b>Note:<br /></b>In Mobile PAC, when validation is not enabled, each phone number option is one entry field, similar to Polaris PowerPAC. When validation is enabled, each phone number option has three entry fields (area code/prefix/four-digit number).</p></li></ul></li>
|
||||
<li value="9">Select the patron codes that can request account updates online. (Clear the appropriate patron code checkboxes to prevent these patrons from requesting account updates online.)</li>
|
||||
<li value="10">(Optional) You can click <b>Add</b> to add patron codes or <b>Delete</b> to delete them.</li>
|
||||
<li value="11"><a name="kanchor1686"></a><a name="IX_e_mail_to_staff_on"></a>To allow patrons to opt out of receiving certain reminder notices, select from the following options:
|
||||
<ul><li>
|
||||
Almost overdue/Auto-renew
|
||||
</li><li>Patron record expiration
|
||||
</li><li>Inactive patron
|
||||
</li></ul></li>
|
||||
<li value="12">Select <b>Save </b>or<b> Apply</b>.</li>
|
||||
<li value="13">Select <b>File </b>><b> Save</b>.</li>
|
||||
</ol>
|
||||
<h4>
|
||||
Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Verify borrower blocks</span> - Patrons who have requested the specified account updates online are automatically blocked from check-out and renewal at the staff circulation desk until a library staff member has reviewed the change. (The block is not applied if you have chosen to allow the change without verification.) In addition, you can set Polaris to block renewals online or by telephone.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Patron_Services_Admin/PDPblocks/Defining_Patron-Initiated_Circulation_Blocks.htm#XREF_16479_Defining_Patron">Defining Patron-Initiated Circulation Blocks</a>.</MadCap:conditionalText></li>
|
||||
<li><span class="FM_BulletHead">EReceipts</span> - If the patron’s registered branch has enabled eReceipts<MadCap:conditionalText data-mc-conditions="Primary.Online"> (see <a href="../../Patron_Services_Admin/PDPreceipts/Setting_Up_eReceipts.htm">Setting Up eReceipts</a>)</MadCap:conditionalText>, that organization can also offer the option to receive email receipts, TXT receipts, or both for renewals from PAC. The option is available from both patron self-registration and account updates from PAC. To enable eReceipt preference options in PAC, use the PAC profile <b>Patron eReceipts</b>, available at the system, library, or branch level.</li>
|
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Public_Access_Admin/PDOPatAcc/Set_up_online_patron_self-registration.htm">Open topic with navigation</a>
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<h1><a name="XREF_95374_Set_up_online"></a>Set up online patron self-registration </h1>
|
||||
<p><a name="kanchor1040"></a><a name="IX_setting_up_27"></a><a name="kanchor1041"></a><a name="IX_PAC_options_1"></a><a name="kanchor1042"></a><a name="IX_PAC_options"></a>Polaris creates a a patron record when a patron registers for a new library account online from Polaris PowerPAC or Mobile PAC. Polaris uses your self-registration format, if you have one defined. By default, Polaris issues the patron a temporary barcode beginning with <b>PACREG</b>. The temporary barcode allows the patron to do certain operations online, such as request a hold, but blocks the patron from checking out materials until the new record is verified by staff. </p>
|
||||
<p>You can also set Polaris to send an automatic notification email to a library staff account. When the notification arrives, staff members can review the registration information and create the library card.</p>
|
||||
<p><b>To allow patrons to register for either type of barcode online</b>
|
||||
</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>Do this procedure for each branch that allows patron self-registration.</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Profiles</b> folder for the branch, and click the <b>PAC</b> tab in the details view.</li>
|
||||
<li value="2">Double-click <b>Patron access options</b>. The <b>Patron Access Options</b> dialog opens.<p class="indent2"><img src="../../../Resources/Images/PatronAccessOps.png" alt="" /></p></li>
|
||||
<li value="3">On the <b>Self-registration</b> tabbed page, select the <b>Patron can self-register</b> checkbox to make online registration available. <a name="kanchor1043"></a><a name="IX_disabling_self_1"></a><a name="kanchor1044"></a><a name="IX_disabling_self"></a>When this option is selected, patrons see a <b>register now</b> link on PAC logon pages such as the Patron Account logon page and the Ask Us logon page. Clearing the checkbox removes the link, and self-registration is not available.</li>
|
||||
<li value="4">To specify a staff address for automatic notification email, do the following:
|
||||
<ol style="list-style-type: lower-alpha;"><li value="1">Click <b>Add.</b> The Polaris Find Tool appears.</li><li value="2">Search for the staff member or members who should receive the registration notification messages, and select their names in the results list.</li><li value="3">Right-click the highlighted names, and choose <b>Select</b> from the context menu. The <b>Patron Access Options</b> dialog appears, and the selected names appear in the <b>E-mail to</b> list.</li></ol></li>
|
||||
<li value="5">To enable a message regarding self-registration, select the <b>Self-registration warning message enabled</b> checkbox. This message allows the library to comply with the Children’s Online Privacy Act. For information about editing the text of this message, see <a href="../PDOMessages/Editing_Messages_and_Labels.htm">Editing Messages and Labels</a>.</li>
|
||||
<li value="6"><a name="kanchor1045"></a><a name="IX_displaying_in_PAC_self"></a>To display user-defined fields in the patron self-registration pages in the PAC, and to specify that certain user-defined fields are required, do the following:
|
||||
<ol style="list-style-type: lower-alpha;"><li value="1">Select the <b>UDF Display</b> tab to display the available user-defined fields (UDFs).</li></ol><p class="indent2"><img src="../../../Resources/Images/UDFDisplayOps.png" alt="" /></p><ol style="list-style-type: lower-alpha;" data-mc-continue="true"><li value="2">Under <b>User defined fields to display</b>, select the UDFs you want to display.</li><li value="3">To indicate that a selected UDF is a required field, select the <b>Required</b> checkbox.</li></ol><p class="indent2"><MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden">See <a href="../../Patron_Services_Admin/PDPpatacct/Setting_Up_User-Defined_Fields.htm">Setting Up User-Defined Fields</a>.</MadCap:conditionalText></p></li>
|
||||
<li value="7"><a name="kanchor1046"></a><a name="IX_displaying_in_PAC_self_1"></a>To display patron custom data fields (PCDFs) in the patron self-registration pages in the PAC, and to specify that certain PCDFs are required, do the following:
|
||||
<ol style="list-style-type: lower-alpha;"><li value="1">Select the <b>Custom Field Display</b> tab to display the available PCDFs.</li></ol><p class="indent2"><img src="../../../Resources/Images/CustomFieldDisplay.png" alt="" /></p><ol style="list-style-type: lower-alpha;" data-mc-continue="true"><li value="2">To display a PCDF in the patron self-registration page in the PAC, select a checkbox under <b>Label</b>.</li><li value="3">To indicate that a PCDF is a required field, select the PCDF, and click <b>Change Required Status</b>. The status changes from <b>No </b>(the default) to <b>Yes</b>.</li></ol><p class="indent2"><MadCap:conditionalText data-mc-conditions="Primary.Online">See <a href="../../Patron_Services_Admin/PDPpatacct/Setting_Up_Patron_Custom_Data_Fields.htm#XREF_37348_Setting_UP_Patron">Setting Up Patron Custom Data Fields</a>.</MadCap:conditionalText></p></li>
|
||||
<li value="8">To continue setting self-registration display preferences, do the following:<ol style="list-style-type: lower-alpha;"><li value="1"><a name="kanchor1047"></a><a name="IX_requiring_for_self"></a>To require a birth date for self-registration, select <b>Birth date required</b>. <div class="NoteShade"><p><b>Notes</b>:</p><ul><li><p><a name="kanchor1048"></a><a name="IX_PAC_self_registration_1"></a>When it is included in PAC self-registration, the system uses the birth date to check for duplicate patron records in addition to the first name and last name. If no birth date is supplied, duplicate checking uses only the first and last names.
|
||||
<br /></p></li><li><p><span class="mc-variable III_Variables.CoName_SuperShort variable">Innovative</span> recommends requiring the Birth date field if your library wants to restrict checkouts and holds based on the patron's age. See "Using Age-Related Loan Policies" in the Leap documentation for more information.</p></li></ul></div></li><li value="2">To allow patrons to proceed through the self-registration without selecting a gender, select <b>Suppress gender selection</b>.</li><li value="3">To include a verification block on all patrons who self-register in the PAC, Mobile PAC, or Polaris API, select <b>Patron self-registration block</b>.</li><li value="4">To require a duplicate detection check on a patron's information during self-registration, select <b>Perform Duplicate Detection</b>. To disable duplicate detection on patron information entered in PowerPAC, MobilePAC, or Polaris API, clear <b>Perform Duplicate Detection</b>.
|
||||
<div class="NoteShade"><b>Note</b>:</div><div class="NoteShade">To completely disable duplicate detection on patron information entered in PowerPAC, MobilePAC, or Polaris API, ensure the following option is also cleared:
|
||||
<ol><li value="1"><p>Open the Polaris Administration Explorer, and select <b>Parameters</b> > <b>Patron Services </b>> <b>Duplicate Detection Options</b>.<br /><a class="MCPopupThumbnailLink MCPopupThumbnailPopup" href="../../../Resources/Images/PartronServDupDetect_box.png" data-mc-popup-alt="Duplicate detection options, Name on Identification setting"><img class="MCPopupThumbnail img" data-mc-width="589" data-mc-height="525" src="../../../Resources/Images/PartronServDupDetect_box_thumb_200_0.png" style="mc-thumbnail: popup;mc-thumbnail-max-width: 200px;mc-thumbnail-max-height: auto;" alt="Duplicate detection options, Name on Identification setting" title="Click to expand" tabindex="" /></a></p></li><li value="2"><p>Ensure the <b>Name on Identification (First and Last)</b> > <b>PAC</b> option is cleared.</p></li></ol></div></li></ol></li>
|
||||
</ol>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="9">Click the <b>Defaults</b> tab, and specify the default values for patron records created through self-registration:
|
||||
|
||||
<div class="NoteShade"><b>Notes:<br /></b>Library staff members can change the default values when they review the online registration.</div><div class="NoteShade">The default notification method is set by the Patron Services parameter <b>Express patron registration options</b>.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Patron_Services_Admin/PDPpatacct/Set_express_registration_default_values_and_required_fields.htm#XREF_65301_Set_express">Set express registration default values and required fields</a>.</MadCap:conditionalText></div><ul type="disc"><li><b>Patron code</b> - Select the patron code to assign to all self-registered patrons. You might want all self-registered patrons to have the same code assigned to the majority of your patrons, or you might have a patron code specifically identifying self-registered patrons.</li><li><b>Language</b> - Select the default language for self-registered patrons.</li><li><b>Statistical Class</b> - Select the default statistical classification for self-registered patrons.</li><li><b>Expiration term</b> - Set the default period of time before the library card expires. To set a date according to the current date (such as two years from today), select <b>months</b> or <b>years</b> in the second <b>Expiration term</b> box, and enter a number in the first box. To set a precise date, select <b>exact date</b> in the second <b>Expiration term</b> box; then click the calendar icon and choose a date from the calendar in the first box (or enter the date in the format shown in the <b>Expiration term</b> box).</li><li><b>Address check term -</b> Set the default period of time when the registration address should be verified. To set a date according to the current date (such as two years from today), select<b><b style="font-weight: bold;">months</b> </b>or<b> years</b> in the second<b><b> Address check term</b><![CDATA[ ]]></b>box, and enter a number in the first box. To set a precise date, select <b>exact date </b>in the second <b>Address check term</b> box; then click the calendar icon and choose a date from the calendar in the first box (or enter the date in the format shown in the<b><![CDATA[ ]]></b><b>Address check term</b> box).</li></ul></li>
|
||||
<li value="10">To specify default values for user-defined fields (UDFs) in PAC self-registration pages, do the following:
|
||||
<ol style="list-style-type: lower-alpha;"><li value="1">On the <b>Defaults </b>tabbed page, select the <b>UDFs</b> subtab to display the UDFs for your organization.</li></ol><p class="indent2"><img alt="userDefPAC.gif" style="margin-bottom: 0.000pt;width: 296;height: 132;" id="image12" src="userDefPAC_296x132.gif" /> </p><ol style="list-style-type: lower-alpha;" data-mc-continue="true"><li value="2">To specify a default value for a text field, enter the text.</li><li value="3">To specify a default value for a dropdown list, select an option in the list.</li></ol><p class="NoteShade"><b>Note:<br /></b> For the best usability, specify a default option if you require a drop-menu UDF. If you don't, the field is blank in a new record. The user must select an option, but it might not be obvious they need to do so.</p><ol style="list-style-type: lower-alpha;" data-mc-continue="true"><li value="4">Click <b>Apply</b> to apply your settings.</li></ol></li>
|
||||
<li value="11">To specify default values for patron custom data fields (PCDFs) in PAC self-registration pages, do the following:
|
||||
<ol style="list-style-type: lower-alpha;"><li value="1">On the <b>Defaults </b>tabbed page, select the <b>Custom Fields</b> subtab to display the PCDFs that are available for your organization.</li></ol><p class="indent2"><img alt="custdefPAC.gif" style="margin-bottom: 0.000pt;width: 336;height: 215;" id="image13" src="custdefPAC_336x215.gif" /> </p><ol style="list-style-type: lower-alpha;" data-mc-continue="true"><li value="2">Select the data field, and do the following:
|
||||
|
||||
<p class="NoteShade"><b>Note:<br /></b>A Date field type cannot have a default value.</p><ul type="disc"><li>String custom field - When you select a string field type, you can enter a default value of up to 255 characters.
|
||||
|
||||
<p class="indent2"><img alt="patdefStr.gif" style="margin-bottom: 0.000pt;width: 289;height: 167;" id="image14" src="patdefStr_289x167.gif" /> </p></li><li><b>Boolean custom field</b> - When you select a Boolean field type, you can select a default value of <b>Yes</b> or <b>No</b>. Boolean fields appear as checkboxes in the patron registration forms. If the default is set to <b>Yes</b>, the checkbox is selected. If the default is <b>No</b>, the checkbox is cleared.
|
||||
|
||||
|
||||
<p class="indent2"><img alt="pacdefBoo.gif" style="margin-bottom: 0.000pt;width: 293;height: 178;" id="image15" src="pacdefBoo_293x178.gif" /> </p></li><li><b>Integer custom field</b> - When you select an Integer field type, you can enter a default value of up to 255 numbers in the box.
|
||||
|
||||
|
||||
<p class="indent2"><img alt="pacdefInt.gif" style="width: 213.886pt;height: 118.845pt;margin-bottom: 0.000pt;" id="image16" src="pacdefInt.gif" /> </p></li></ul></li><li value="3">After defining the default value for a field, click <b>Set Default</b>.</li></ol></li>
|
||||
<li value="12">When you are finished making changes, click <b>Apply</b>.</li>
|
||||
<li value="13">Click <b> Save</b>, and close the dialog box.</li>
|
||||
</ol>
|
||||
<h4><i>Related Information</i>
|
||||
</h4>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Remove block on self-registered patron record - </span>
|
||||
<MadCap:conditionalText data-mc-conditions="Primary.Online">See <a href="../../Patron_Services/PPblocks/Resolve_a_Verify_Patron_block.htm#XREF_55711_Verify_patron_self">Resolve a Verify Patron block</a>.</MadCap:conditionalText>
|
||||
</li>
|
||||
<li><a name="kanchor1049"></a><a name="IX_notification_preference"></a><span class="FM_BulletHead">Notification preference</span> - The default notification preference for self-registered patrons is the notification setting for the Patron Services parameter <b>Express patron registration options</b> (<b>General defaults</b> tab). The patron can choose another method from the dropdown list during self-registration, and staff can change the notification preference when they verify the registration. You can filter the methods available for selection;<MadCap:conditionalText data-mc-conditions="Primary.Online"> see <a href="../../Patron_Services_Admin/PDPnotices/Set_up_notification_methods_e-mail_options_and_export_location.htm#XREF_68419_Set_up_notice">Set up notification methods, e-mail options, and export location</a>.</MadCap:conditionalText> If the patron chooses <b>Phone</b>, the patron must indicate the phone number to use for notification. If the patron chooses <b>TXT Messaging</b>, the patron must indicate the phone number to be used for TXT messages, and select a carrier for that number.</li>
|
||||
<li><span class="FM_BulletHead">EReceipts</span> - If the patron’s registered branch has enabled eReceipts<MadCap:conditionalText data-mc-conditions="Primary.Online"> (see <a href="../../Patron_Services_Admin/PDPreceipts/Setting_Up_eReceipts.htm">Setting Up eReceipts</a>),</MadCap:conditionalText> that organization can also offer the option to receive e-mail receipts, TXT receipts, or both for renewals from PAC. The option is available from both patron self-registration and account updates from PAC. To enable eReceipt preference options in PAC, use the PAC profile <b>Patron eReceipts</b>, available at the system, library, or branch level.</li>
|
||||
<li><a name="kanchor1050"></a><a name="IX_registered_branch"></a><span class="FM_BulletHead">Registered branch</span> - The patron chooses a registered branch from a list during self-registration. The order of branches in the list is controlled by the PAC profile <b>Branch list order</b>. The setting for the current connection branch is used. When the profile is set to <b>Yes,</b> the branch names appear in ascending alphabetical order by name. When the profile is set to <b>No, </b>the branch names appear in ascending numerical order by internal organization ID. With either setting, the system organization is always first. </li>
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<h1><a name="XREF_68457_Setting_Patron"></a>Setting Patron Access Options - Overview</h1>
|
||||
<p><a name="kanchor4020"></a><a name="IX_patron_access_options_1"></a>You can use the <b>Patron access options</b> PAC profile in Polaris Administration to specify the options that are available to patrons for registering or updating their account information from the PowerPAC or Mobile PAC. </p>
|
||||
<div class="NoteShade"><b>Note</b>:
|
||||
<p>For Patron Access Options, PowerPAC and Mobile PAC honor system administration settings as follows:</p><ul><li>If the patron is signed in, the system uses the setting for the patron's registered branch.</li><li>If the patron is not signed in, the system uses the setting for the connection branch.</li></ul></div>
|
||||
<p>The Patron Access Options dialog box has separate tabs to specify the following types of patron account settings:</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />In addition to the patron account options, you can set holds options that enable patrons to change the hold pickup branch.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Patron_Services_Admin/PDPrequests/Set_Holds_options_Enable_patrons_pickup.htm">Set hold options: Enable patrons to change the holds pickup branch from the PAC</a>.</MadCap:conditionalText></p>
|
||||
<ul type="disc">
|
||||
<li><b>Self-registration</b> - Enable self-registration and set up the fields for the form. This tab includes two subtabs for UDF and Custom Field Display. </li>
|
||||
<li><b>Defaults</b> - Set defaults for patron code, language, expiration term, address check date, and UDFs/Custom Fields.</li>
|
||||
<li><b>Log in</b> - Enable patrons to change their passwords, set up user names, create passwords, receive e-mail messages for forgotten passwords and set other log in options. </li>
|
||||
<li><b>Contact Info </b>- Enable patrons to submit changes to their account contact information and opt out of receiving reminder notices. </li>
|
||||
<li><b>Preferences</b> - Select options for displaying settings for associated patrons; define the UDF and Custom Field display and which fields are required.</li>
|
||||
<li><a name="kanchor4021"></a><a name="IX_See_also_Ask_Us"></a><a name="kanchor4022"></a><a name="IX_overview_194"></a><b>Ask Us</b> - Enable patrons to send a reference question to a designated library email address. You set up a receiving email address on the branch level, then enable the feature in PowerPAC, Mobile PAC, or both. You can require a patron logon, or bypass the logon and allow anyone to send a question via Ask Us.The Sent From email address on the message to the library is the email address the user has specified in the Ask Us form, if any. If no address is specified, the user has logged in as a patron, and the patron account includes an email address, that address is used. If no email address is specified in the Ask Us form or the patron account, or the patron has cleared the address from the form, the Sent From address is that specified in the PAC profile <b>Email notification: Email address of sender</b>.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><a name="kanchor4023"></a><a name="IX_specifying_server_for"></a><a name="kanchor4024"></a><a name="IX_specifying_for_PAC_Ask_Us"></a><b><b>Note</b>:<br /></b>Any email from PAC, including Ask Us messages, requires you to specify the SMTP server in Polaris Administration. Double-click the PAC profile <b>Email notification: Server running SMTP service</b>, and type the domain name of the email SMTP server.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li href="Set_up_online_patron_self-registration.htm#XREF_95374_Set_up_online"><a href="Set_up_online_patron_self-registration.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set up online patron self-registration </span></a>
|
||||
</li>
|
||||
<li href="Set_up_online_patron_self-registration.htm#XREF_95374_Set_up_online"><a href="Set_patron_password_and_user_name_options.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set patron password and username options</span></a>
|
||||
</li>
|
||||
<li><a href="Set_up_online_patron_account_updates.htm#XREF_90160_Set_up_online">Set up online patron account updates</a>
|
||||
</li>
|
||||
<li><a href="Set_patron_associations_display_in_PAC.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set patron associations display in PAC</span></a>
|
||||
</li>
|
||||
<li><a href="Display_and_require_UDFs_in_patron_update_pages_in_PAC.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Display and require UDFs in patron update pages in PAC</span></a>
|
||||
</li>
|
||||
<li><a href="Display_and_require_PCDFs_in_patron_update_pages_in_PAC.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Display and require PCDFs in patron update pages in PAC</span></a>
|
||||
</li>
|
||||
<li><a href="../PDOMobilePAC/Set_up_and_start_Ask_Us1.htm">Set up and start Ask Us</a>
|
||||
</li>
|
||||
</ul>
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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<h1><a name="XREF_12013_Setting_Public"></a>Setting Up Patron Account Access and Options</h1>
|
||||
<p>If you permit access to patron accounts from the PAC, patrons can log on to view and cancel requests, view and renew items out, estimate fines on currently overdue items, and view fines and fees. Depending on the features you offer, they can also manage messages, view their reading histories, pay fines or make donations by credit card, work with saved search agent searches, or view transcripts of sessions with a virtual reference service. </p>
|
||||
<p>Additional Administration settings allow users to set up a new patron account from the PAC, create and change user names and passwords, and request address changes. You can also offer email communication with the library (Ask Us) to registered patrons and guests. In addition to the patron account options, you can set holds options that enable patrons to change the hold pickup branch.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Patron_Services_Admin/PDPrequests/Set_Holds_options_Enable_patrons_pickup.htm">Set hold options: Enable patrons to change the holds pickup branch from the PAC</a>.</MadCap:conditionalText></p>
|
||||
<div class="NoteShade"><b>Notes</b>:<ul><li><p><b>Important</b>: Certain patron account settings apply to both Polaris PowerPAC and Mobile PAC. You may need to clear the page cache to see the results of some changes in either PAC. See <a href="../PDOMobilePAC/Mobile_PAC_Basics.htm#TOC_Updating_Page_Caches1" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Updating Page Caches</span></a>. Patrons cannot access their accounts from the PowerPAC Children's Edition.</p></li><li>For Patron Access Options, PowerPAC and Mobile PAC honor system administration settings as follows:<ul><li>If the patron is signed in, the system uses the setting for the patron's registered branch.</li><li>If the patron is not signed in, the system uses the setting for the connection branch.</li></ul></li></ul></div>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Controlling_Patron_Account_Login_Access.htm">Controlling Patron Account Login and Access </a>
|
||||
</li>
|
||||
<li><a href="Setting_Patron_Account_Options.htm#XREF_68457_Setting_Patron">Setting Patron Account Options</a>
|
||||
</li>
|
||||
<li><a href="claimlostSA.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Displaying Claimed and Lost Items in Patron Accounts in PAC</span></a>
|
||||
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|
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|
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<h1>Displaying Claimed and Lost Items in Patron Accounts in PAC</h1>
|
||||
<p>The PowerPAC and Mobile PAC <b>Navigation: Claimed and Lost </b>profiles are available at the System, Library, and Branch levels. When a patron logs into the PowerPAC or Mobile PAC, the profile setting for the patron's registered branch determines whether claimed and lost items are displayed. </p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="navPowPAC.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Enable display of claimed and lost items in PowerPAC</span></a>
|
||||
</li>
|
||||
<li><a href="navMobPAC.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Enable display of claimed and lost items in Mobile PAC</span></a>
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Public_Access_Admin/PDOPatAcc/navMobPAC.htm">Open topic with navigation</a>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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||||
<h1>Enable display of claimed and lost items in Mobile PAC</h1>
|
||||
<p>To enable claimed and lost items to display in the patron account view in Mobile PAC:</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>Administration > Explorer</b>.</li>
|
||||
<li value="2">Select the organization (System, Library, or Branch).</li>
|
||||
<li value="3">Select <b>Profiles</b>, and select the <b>Mobile PAC</b> tab.</li>
|
||||
<li value="4">Double-click <b>Navigation: Claimed and Lost</b>, and select<b> Yes</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/cllostmob_456x205.gif" style="width: 456;height: 205;" alt="" />
|
||||
</p>
|
||||
<p class="indent2">If this profile is set to <b>Yes</b> for the patron's registered branch, when the patron logs into Mobile PAC, any items that were claimed or declared lost are displayed on the Claimed and Lost view. See the example below.</p>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/MobilePACClaimView.png" alt="" />
|
||||
</p>
|
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<div id="footer">
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
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<p align="center">
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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+79
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<!DOCTYPE html>
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Public Access Administration |Setting Up Patron Account Access and Options|Displaying Claimed and Lost Items in Patron Accounts in PAC" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Public_Access_Admin/PDOPatAcc/navPowPAC.htm">Open topic with navigation</a>
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||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<div class="content">
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<div role="main" id="mc-main-content">
|
||||
<h1><a name="kanchor3728"></a>Enable display of claimed and lost items in PowerPAC</h1>
|
||||
<p>To enable claimed and lost items to display in the patron account view in PowerPAC:</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>Administration > Explorer</b>.</li>
|
||||
<li value="2">Select the organization (System, Library, or Branch).<br /></li>
|
||||
<li value="3">Select <b><a name="kanchor3729"></a>Profiles</b>, and select the<b> PowerPAC</b> tab.</li>
|
||||
<li value="4">Double-click <b>Navigation: Claimed and Lost</b>, and select <b>Yes</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/cllostpow_482x217.gif" style="width: 482;height: 217;" alt="" />
|
||||
</p>
|
||||
<p class="indent2">If this profile is set to <b>Yes</b> for the patron's registered branch, when the patron logs into his or her account in PowerPAC, any claimed or lost items the patron has are displayed in the Claimed and Lost view. See the example below.</p>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/PACClaimedLost_566x142.png" style="width: 566;height: 142;" alt="" />
|
||||
</p>
|
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</div>
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<div id="footer">
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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Reference in New Issue
Block a user