Create separate settings for patron registration, patron edit, opac request account forms

Bug #1871922 reported by Lindsay Stratton
40
This bug affects 7 people
Affects Status Importance Assigned to Milestone
Evergreen
Confirmed
Wishlist
Unassigned

Bug Description

Currently all three "patron record" forms - patron registration, patron edit, and opac request a card - are equally acted upon by the same show/suggest/require ou settings.

It would be useful to allow each form its own setting options.

For example...

 - when registering a new patron in the client the claims returned and claims never checked out fields are not needed

 - requiring an email may not be necessary for an in-person new patron registration, but it is for an online registration

Lindsay Stratton
Systems Librarian
Westchester County Library System

Revision history for this message
John Amundson (jamundson) wrote :

CW MARS is also interested in this.

Some of our libraries would like to require certain fields, for example Date of Birth and Daytime Phone number in patron self-registration but not require them in Patron Reg/Edit in the staff client.

Email address is another great example.

Changed in evergreen:
status: New → Confirmed
Revision history for this message
Jennifer Pringle (jpringle-u) wrote :

+1 to separate settings. Our libraries are particularly interested in being able to have different fields display between the staff client patron record and the patron self-registration

tags: added: patron permissions
Changed in evergreen:
importance: Undecided → Wishlist
Revision history for this message
Jennifer Pringle (jpringle-u) wrote :

I'd love to see this in an interface separate from the library settings to make it easier to manage and maintain the three patron reg/edit interfaces.

Revision history for this message
Jennifer Pringle (jpringle-u) wrote :

the potential to be able to require different fields for patron versus staff account registration was raised during the 2023 conference

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