Managing Enterprise security > Managing patron authentication > Setting up a self-registration page

Setting up a self-registration page

A self-registration page lets a patron create or begin the creation of a membership at your library. If you have created a web-services authentication server definition, you can use that server to connect to the ILS and provide a self-registration page for your patrons.

Your system must have either Symphony Web Services or Horizon Web Services before you can enable a self-registration page.

Before SirsiDynix Enterprise can take advantage of online registration for Symphony systems, online user registration must be set up in Symphony (contact your SirsiDynix representative.). For more information about Symphony online registration, see the Online User Registration Configuration Guide (SirsiDynix Support Center login required).

You can configure which fields appear on the self-registration page for systems using Symphony Web Services and designate which of those fields are required. For Horizon systems, you configure the self-registration fields within Horizon.

Self registration pages are not enabled for a profile until you select the appropriate web services server as the security server in Edit Profile. For more information, see Fields: Add/Edit/Copy Profile.

If you have Symphony Web Services 3.4, you can specify in Symphony that users can renew online privileges from within My Account in SirsiDynix Enterprise. When enabled, thirty days before the account is set to expire, a Renew button appears below the user's status in My Account. For more information about setting up user account renewal, see "Renew Privilege Wizard Properties," "Renew Privilege Wizard," and "FAQs: Renewing a User’s Library Privileges" in the WorkFlows help.

To set up a self-registration page

Choose Manage Security from the navigation pane.

Choose Manage Authentication Servers from the Manage Security menu.

Do one of the following:

•

Choose Add Symphony Web Services Server.

•

Choose Add Horizon Web Services Server.

In the Patron Self Registration group, choose Enable using Web Services.

If you are setting up the page for a Symphony Web Services system, enter the information for the Symphony Administrator login (for more information, see Fields: Add/Edit Symphony Web Services Authentication Server).

Important: The Symphony Administer account that you use for the login must have permissions to register patrons over the Internet. Otherwise, self-registration will not work.

In the Post-Registration Page editor, create the page that displays after the patron has successfully registered. This page should include directions for completing the registration process or let patrons know that the registration was successful.

Note: If your system automatically creates the userID for the patron, you can use the "$USR_ID" code to display the new userID to the patron on the post registration page.

If you are setting up the page for a Symphony Web Services system, select which fields you want to display on the self-registration page and whether those fields are required or not.

If you have a Symphony Web Services systems that includes multiple libraries, select which libraries you want to include for the patron to register for.

When you have finished, choose OK.

A Register link will display on the login page when patrons log in to place holds or access their account.