It is possible to add or remove items from the Patron Registration form so forms may vary from site to site however, it should look something like this:
In addition to these set fields it is possible for library staff to add custom fields to this form to capture information specific to their organisations.
Patron attributes will appear at the bottom of the form under the field Additional Attributes and Identifiers.
Creating an Extended Patron attribute linked to an Authorized Value
Before we can add an attribute with multiple options, we need to create details for the options we want in authorized values. We will be adding a Terms and Conditions value with the options to yes or no, as this is a straightforward way to demonstrate the functionality.
Go to KOHA Administration > Basic Parameters > Authorized Values > New Category.
Add the words Terms and Conditions to the Category box and hit save. This will create a new category in the authorised values table where the specific options to appear on the form will be created.
After the overall Terms and Conditions category has been created, it is necessary to create the options that will appear on the patron registration form. To do this, click the +New authorized value for terms and conditions.
This will bring you to a new page with a form for creating the specific options within the authorized value.
Generally, this should be filled out numerically, but it is possible to add text here. In this case, the authorized value will be 0 for No and 1 for Yes.
This should be the human readable explanation of what the authorized value is. This is what will appear in the dropdown on the patron registration form.
This is an option field for when creating an authorized value relating to features that will be viewed on the OPAC.
When you are satisfied this has been filled out as you want it, hit Save.
In this case, complete this twice, once for yes and once for no. The authorized value table should look something like this:
To create an attribute type associated with this authorized value, follow the same steps as for creating a free text attribute type, but additionally, click the Authorized value category dropdown.
This will show a dropdown list of all authorized values that can be associated with an extended patron attribute. From the dropdown menu, pick the authorized value containing the options to appear on the registration form, in this case Terms and Conditions.
Once you are satisfied with how the attribute type is configured, hit Save.
The created attribute will appear in the attribute types table.
The new patron attribute will appear at the bottom of the form under the field Additional Attributes and Identifiers, along with any other attributes that have already been created.
However, unlike the Class additional attribute, this attribute is a dropdown containing the options defined in the Terms and Conditions authorized value.
Version | Date | Detail | Author |
1.0 | 16/03/2020 | Document created | Holly Cooper |
2.0 | 31/07/2020 | Transferred to Zoho | Daphne Hoolahan |
2.1 | 26/02/2021 | Tidying up format | Holly Cooper |
2.2 | 01/04/2021 | Updating information | Holly Cooper |