[OPEN-ILS-GENERAL] self-registration agreement

[Holly Brennan]

After talking with staff today, we have agreed that having something printed and "on record" with the agreement and signature is best ("something physical to point to"). After confirming that we don't actually need a printed copy of all the patron info, I'm going to create an "Agreement page" that patrons will sign and date when they complete the registration in person. It will only have the terms of agreement and signature, with patron name and library card number at the top for filing purposes.

And just FYI, with the full  out-of-the-box registration fields, plus two custom ones, the patron info prints out to 3/4 of a page! I was very surprised by this. I thought of having a pre-printed agreement page with only text at the bottom, so we could use that paper to print the patron info at the top, but that would require remembering to put the special paper in, or having a designated printer for registrations.

Thanks for your input, tsbere! (with your ideas here and helping me get the permissions sorted out on IRC)

-Holly





-----Original Message-----
From: open-ils-general-bounces at list.georgialibraries.org [mailto:open-ils-general-bounces at list.georgialibraries.org] On Behalf Of Thomas Berezansky
Sent: Friday, May 16, 2014 4:43 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] self-registration agreement

On the subject of adding to the patron registration/edit screen:

You can add something like that globally by editing
Open-ILS/src/templates/actor/user/register.tt2 to add your message to the bottom of the screen (before that last [% END %]). Then you can use whatever HTML you want.

Alternatively, just have a stack of agreement sheets that you attach the printed record to (I suspect that the printed record will be more than one page anyway), then it doesn't need to show up in the staff client at all.

Quoting Holly Brennan <haderhold at ci.homer.ak.us>:

> Has anyone added an agreement for patrons to go along with patron 
> self-registration? Such as "I understand that I am responsible...
> blah blah blah"
>
> We would like to have something to agree to when patrons complete the 
> registration in person and they sign something (we're thinking of 
> printing out their registration page).
>
> The two ideas I have are:
> -Add a blurb on the online registration so when they click Submit they 
> are agreeing (con: This disappears with the transaction and can't be 
> pointed to later on)
> - Add a blurb somehow in the staff patron registration so it prints 
> with all the info (con: I have no idea how to edit the registration 
> area, or if there is a character limit to each registration piece in 
> the staff client)
>
> I like option 2, since it would print and patrons would sign just 
> below it. We'd then have it all on paper if we needed to go back to 
> it. Our library has a few custom registration pieces (gender and
> residency) which appear at the bottom of the page, so I'm thinking of 
> somehow adding another piece, which will really just be a few 
> sentences and not really an option. Perhaps a checkbox that reads "I 
> understand..." and is auto-checked for every patron (like "Valid 
> Address").
>
> Interested in any and all ideas on how others might have done this... 
> or not. Perhaps you've done away with the agreement all together 
> (since no one reads it anyway).
>
> Thanks, team!
>
> -Holly
>
>
>
>
>
> Holly Brennan
> Library Technology Specialist
> Homer Public Library
> 907-235-3180 (main)
> 907-435-3154 (direct)
> hbrennan at cityofhomer-ak.gov


Thomas Berezansky
Merrimack Valley Library Consortium