Pending Patrons (Pre-Registration)

Pre-Registrations #

NOTE: This is an optional function for member libraries to use. If you want to make your library unclickable in the Home Library dropdown on the form, a LocalAdmin will need to update a library setting. See below for instructions.

Patron Side #

Patrons may pre-register for accounts in the catalog before arriving at the library.  To begin, they can click on this link in the catalog or you may harvest the link and provide it on your website.

This will take them to a short version of the registration form.

Once they fill in the blanks and submit the pre-registration form, they will be instructed to visit the library with their ID and proof of residency to complete the registration process within seven (7) calendar days.

Staff Side #

To access pre-registrations, choose Pending Patrons in the Circulation menu.

This will open a list of all current pre-registrations for the workstation branch. You may need to switch branches to find the registration if the patron selected another location when filling out the form.  

Select the desired pre-registration by check-marking the row and then clicking on Load Patron.

This will open up the patron registration form with the pre-entered information so that you may confirm the information and enter the remaining patron information.

Deleting Pre-registrations #

Pre-registrations are automatically deleted after 7 calendar days.  If patrons arrive after the pre-registration has been deleted, perform a standard registration.  Obvious spam registrations may be manually deleted by selecting the entry and clicking on the Delete Pending Patron(s) button.

Disabling Pre-registrations #

If your library chooses not to allow patrons to pre-register for a library card at your library, your LocalAdmin can disable it via Library Settings.

1. Go to Administration > Local Administration > Library Settings Editor
2. In the filter option, search for “Allowing Patron Self-Registration.”
3. Click Edit
   • Make sure the “Context” is at your library’s system or branch level.
   • Select “false” from the Value dropdown
   • Click Update Setting.