Embedded Files
The fields of the registration form are shown below with general suggestions for completion. Fields marked with an asterisk (*) and in red are required per as indicated. Non required fields can be entered per local library policy. Â
Created 4/23/25 Last Updated 4/24/25
Identifying Information
Identifying Information
Field: *Barcode
Action: Scan the new library card barcode
Required By: Evergreen
Field: *OPAC Username
Action: Will automatically populate with the barcode from above
Required By: Evergreen
Field: *Password
Action: Will auto populate with last 4 digits of Daytime phone number
Required By: Evergreen
Field: Prefix/Title
Action: Enter prefix or title
Field: *First Name
Action: Enter the patron's first name
Required By: Evergreen
Field: Middle Name
Action: Enter the patron's middle
Field: *Last Name
Action: Enter the patron's last name
Required By: Evergreen
Field: Suffix
Action: Enter suffix (Jr., II, etc.) if the patron's name includes one
Field: Preferred Name
Action: Enter if patron goes by a different name than on ID
Field: OPAC/Staff Client Holds Alias
Field: *Date of Birth
Action: Enter DOB in this format - mm/dd/yyyy
Required By: TF
Field: Juvenile
Action: Will automatically check if patron is under 18-years-old
Field: Parent/Guardian
Action: Enter parent's first then last name if patron is under 18 - Required if Juvenile box selected
Action: TF
Field: *Primary ID Type
Action: Choose from the dropdown menu - Typically Address Verification
Required By: Evergreen
Field: Primary ID
Action: Fill in per local library guidelines - Typically if Primary ID Type is Other fill in what was used to verify address.
Field: Secondary ID Type
Field: Secondary ID
Field: Email Address
Action: Ask if the patron would like to provide an email address. Required if Hold Notices by Email Selected below
Field: Email checkout receipts by default
Action: Check if Patron to receive email cko receipts
Field: Daytime Phone
Action: Will autopopulate the Password.
Field: Evening Phone
Action: Optional.
Field: Other Phone
Action: Optional.
Field: *Home Library
Action: Defaults to the workstation location - change if necessary
Required By: Evergreen
Field: *Main (Profile) Permission Group
Action: Select the appropriate group from the dropdown menu - Typically Standard
Required: Evergreen
Field: Privilege Expiration
Action: Will automatically populate, change if necessary
Field: *Internet Access Level
Action: Defaults to Filtered
Required By: Evergreen
Field: Active
Action: Leave checked
Field: Barred
Action: Leave unchecked
Field: Is Group Lead
Field: Claims Returned
Field: Claims Never Checked Out
User Settings
User Settings
Field: *Default Phone
Action: Enter phone number including dashes
Required By: Evergreen
Field: Default Hold Pickup
Action: Select a location from the dropdown menu if different from Home Library
Field: Collections:Exempt
Field: Hold Notices
Action: Patron's notification type preference and check the box(es) Note the corresponding field value becomes Required upon selection (Email, Default phone, SMS)
Field: Default SMS/Text
Action: Enter mobile phone number - If Hold Notice by SMS is selected becomes Required
Field: *Default SMS Carrier
Action: Defaults to MessageBee.
Required By: Evergreen
Field: Receive emails
Action: Ask if the patron wants to receive email courtesy notices
Field: Allow others to use my account
Action: If allowed by your library policy, ask the patron if others should be allowed to pick up items for the patron. Click Add Person and complete the information if the answer is Yes.
Address
Address
Field: *Address
Action: Leave both boxes checked if the patron receives mail at physical address
Required By: Evergreen
Field: Type
Action: Leave field populated with Mailing
Field: *Postal Code
Action: Enter the Zip Code
Required By: Evergreen
Field: *Street (1)
Action: Enter the street address
Required By: Evergreen
Field: Street (2)
Field: *City
Action: Enter City - will auto populate in future
Required By: Evergreen
Field: *State
Action: Enter State - will auto populate in future
Required By: Evergreen
Field: County
Field: Valid Address?
Action: Defaults to Checked
Field: Country
Action: Defaults to US
Field: Within City Limits
Action: Check if they reside in the city limits.
Statistical Categories
Statistical Categories
Field: *Regional Property Tax Funding location
Action: Choose where the patron's property taxes go. Select the appropriate City with a SELCO library or one of the 11 Counties. Other will be an option for those who reside outside of SELCO the region. Only one field can be selected and will be required. Used to calculate City vs. County Circ and Funding.
Required: SELCO
Field: Other Funding Location
Action: If Other was selected for Regional Property Tax fill in per your library policy. Contact the Help Desk if there are locations not in the list that you would like added.
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