Patron attributes on the self registration form

Patron attributes on the self registration form


Extended patron attributes are custom fields that can be added to the patron registration form as the library needs them. They can be free text fields or can have a set number of options for users to select from. 
For a tour of the patron attribute form, please check our Help Centre.

The Patron Registration Form before adding custom fields

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. 

For more information on ways to edit the patron registration form, please check our Help Centre.
 

Where do patron attributes appear on the patron registration form?

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. 


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. 

Description

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. 

Description OPAC

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:


Associating an authorized value with an extended patron attribute

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 patron registration form after the patron attribute has been created

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



























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