SHARE Catalog New Features for Patrons

At the last SHARE Director's Council, the group decided to implement the following features:

1) Patron Self Edits for Addresses, Phone Numbers and Email - Patrons can now edit their account information in Enterprise.  We have a custom report set up which will run nightly and add a patron note informing staff that "This patron has updated their address online.  Please verify their address change and update the user category 1 value with their new municipality." if a patron updates the street address, city/state or zip fields.  The system will not add notes if a patron only edits phone or email fields.

2) Patron Self Registration - This feature will allow patrons to self register for a temporary card which will allow up to 4 holds and digital access for SIP2-authenticated digital services. Temporary cards are automatically generated by the system and are typically 7 numbers long starting with a 1.  Holds will be active in the system immediately and libraries that have a patron facing hold shelf may need to find holds using the temporary card number on their hold wrappers before issuing a new card.  This feature is accessed through the "Don't have a library card? Click here to register!" link that now appears on the login prompt.

When self registered patrons come in for the first time, staff will need to perform the following steps to make their accounts permanent and give them checkout privileges:
    - Verify the address
    - Fill in the User Category 1
    - Fill in the SMS field if the patron wants to get text messages
    - Capture a digital signature or use any other registration forms that your library requires
    - Update the profile according to library policy
    - Update the user ID in the system and issue a physical card

Temporary cards that are not claimed will be deleted after 30 days. If your library uses Envisionware or CASSIE, you may want to consider blocking ONLINE profiled cards from your public computers. If your library wants an email alert for new self registration cards, please send in a ticket to our helpdesk.

3) New "Recommendations" tab - In addition to the Novelist Content tab we have for some titles in Enterprise, we now have a "Recommendations" tab in the item detailed display which contains the following:
     - Additional recommendations that are computer generated using bibliographic information such as subject headings and authors as well as circulation history
     - Other items in series that are computer generated using the series statement in the bib record, these are ordered by the 490 subfield v if present or the 260/264 publication date if there is no volume information in the series statement.  We also use uniform title fields that contain the phrase 'Television Series' to find additional items for television series, TV series are ordered by publication date.
     - Other Editions / Formats that are computer generated using the title and author information in a record.  It will group by Print, Large Print, Audiobook, DVD and BluRay and then display the publication date and edition statement for any matching items found.

If you have any questions about these new features please ask Anne or Sean.

Have a great weekend everyone!