Host library management system (LMS) patron profiles, also known as patron or borrow types, represent the various profiles used in your LMS to categorize patrons. ReShare allows you to manage the ability for a patron to place a request in ReShare based on their profile.
Note: In Release 1.8 the check on patron profile will only occur when staff submit a request on behalf of a patron through the Request app. Release 1.9 will support the validation of a patron’s profile / blocking the placing a request when a patron attempts to place a request through discovery (e.g. VuFind).
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Patron profiles added for the first time into the Host LMS patron profiles table are given a NULL value for the ‘Create requests in ReShare?” field. This give gives the patron the ability to create a request in ReShare the first time. Staff can be alerted to the fact that a new patron profile has been added to their Host LMS patron profile table and edit the 'Create requests in ReShare?’ value to the appropriate value for the patron profile.
Manually
NOTE:Although the patron profiles returned in the NCIP LookupUser response can be added manually, it is recommended that users allow the NCIP response to automatically add the patron profiles to the Host LMS patron profiles table to guarantee that the value added to the Patron profile code field is exactly as it is returned from NCIP.
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This field will contain the exact value returned by the NCIP LookupUser response when a new patron profile is added to a tenant’s list. Once added to the list by the NCIP LookupUser response, this field will be becomes non-editable.
Can create requests?
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An empty field (null value) indicates that the patron profile was newly added to the tenant’s list. The patron profile is permitted to place requests in ReShare until updated by a staff user to indicate otherwise. Newly added patron profiles are left blank to help staff visualize those profiles that have yet to be configured in ReShare.
Actions
Clicking the pencil icon will allow you to edit the Patron profile and Can create requests? fields. The Patron profile code is non-editable.
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