How to include custom instructions for new patrons creating accounts through the self registration form
This document will outline how custom instructions or messages can be added to the self registration form on the OPAC. This document assumes that the self registration form has already been enabled on your site.
For more details about enabling the self registration form, please contact Interleaf Technology directly or check our support page.
Navigate to the HTML customizations table
Go to Tools > Additional Tools > HTML customizations.
This will open a new page with a table of the HTML customisations already defined for your site. The below screenshot is an example, but as this table can be heavily customised, it may not look identical to the one that appears on other sites.
Confirm if the PatronSelfRegistrationAdditionalInstructions content has been defined
Use the search box at the top of the table to search for PatronSelfRegistrationAdditionalInstructions. If the table displays that there are no matches for the search term, that means the PatronSelfRegistrationAdditionalInstructions content will need to be defined and enabled.
Defining the PatronSelfRegistrationAdditionalInstructions content.
Click the + New entry button at the top of the page.
This will open a new page where the desired content can be created.
Display location
Click the dropdown box to view a list of possible html features that can be defined.
Use the search box at the top of the list to search for PatronSelfRegistrationAdditionalInstructions. Click the entry on the table of the same name.
Library
This dropdown menu will allow the additional instructions to be deployed to all libraries or to be limited to a specific branch.
Publication date
This field allows a date to be set for the additional instructions to start to appear. It is a required field, meaning that the form will not be saved if it is left blank. To set the publication date, click into the field and a calendar widget will dropdown.
Use the widget to set the date in the future the instructions should start to appear.
Expiration date
This field allows a date to be set for when the additional instructions should stop appearing. It is an optional field, meaning it can be left blank and the additional instructions can appear indefinitely on the site.
To set the date the instructions should stop appearing on the OPAC click into the field and a calendar widget will dropout.
Use the widget to set the date in the future the instructions should stop appearing.
Appear in position
This field allows for the area the additional instructions display to be defined. This can be left blank for these specific instructions as there limited flexibility in where on the page the instructions can be set to display.
Default or English
These tabs can be set to allow the instructions to be saved in different languages. If English is the only language being used then the Default tab should be the one filled out.
For more information on adding additional language tabs, please contact Interleaf Technology directly.
Title
This field allows a descriptive heading to be defined for the additional instructions.
Content
This field allows additional instructions to be defined to display on the self registration form on the OPAC. This content can be customised using the formatting tools within the box.
Once the form is filled out, click Save at the top left hand side of page.
This will take you back to the table with the defined html content on your site.
Custom message appearing on the OPAC after filling out the self registration form.
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