Customizing the registration process

STEP

Action

1

On the DOCLINE navigation bar, select Institutions

2

On the DOCLINE sub navigation bar, select Update <LIBID> where <LIBID> is your institution's LIBID

View

Your library's institution record is displayed.

3

Click Loansome Doc on the Institution Navigation bar

4

Click Registration on the Institution Navigation bar

OR

Scroll down to the Registration area

5

Indicate whether you want to prompt users to enter an authorization code during registration by checking Yes or No.

  

A message will also display notifying patron to contact library prior to registration.

6

Enter authorization code that must be entered by patrons during Loansome Doc registration.  Patron must enter matching code in order to successfully register with your library.

Note:  Authorization code may be changed as often as necessary to ensure code is not passed along by patron to other users.

7

Indicate whether you want to prompt for a library defined data element (identifier) during registration, e.g., employee ID number by checking Yes or No.

8

Enter the label for the identifier field.  The label will display to patrons during registration.  Limit 25 characters.  IMPORTANT: Libraries cannot ask users for private or secure information, e.g., social security number, credit card number

9

Enter the instructions for the identifier field which display to the user during registration.  Limit 160 characters.

10

Click Save.