The Add borrower account parameters specify whether borrowers already registered in one institution are automatically created in another. To set up these parameters:

1. From the Module Menu select Maintenance, Circulation and then General Parameters.
2. Set up the Add Borrower Account parameters you want (see below for details).
3. Click Save or Save & Close.

Auto add borrower - front desk, OPAC, staff web

This specifies whether a borrower account is automatically created when you scan or type the borrower number at the Front Desk, in OPAC or in Staff Web Enquiry.

In Staff Web Enquiry it applies to all borrower functions, e.g. reservations, bookings, requests and archival requests.

In OPAC it applies to all borrower functions, e.g. reservations, bookings, requests, archival requests, comments and tags. It also applies when a borrower tries to log in at another institution.

• No. In OPAC and Staff Web Enquiry an alert is displayed and you cannot proceed. At the Front Desk an alert is also displayed, but you can still choose to register the borrower if you wish.
• Yes, prompt if not flagged as having joined consortium. Borrowers must then select the option to join the consortium before they can proceed. They are then registered in the new institution.
• Yes, no prompt. Borrowers are automatically registered in the new institution.

Auto add borrower - permission required age

This controls whether the AUTOADDWARNBRWAGE alert is displayed in OPAC and Front Desk. If the borrower is below this age then the alert is displayed to prompt that a parent or guardian is required. At the Front Desk, staff can proceed with the registration and override the alert. Borrowers trying to register in OPAC under the age limit will not be able to proceed.

Auto add borrower default category

In the borrower category there’s a parameter called Global ID for specifying the global borrower category. When a new borrower account is created, the borrower’s category in the new institution will be the one with the same Global ID as his/her category in the home institution. If there’s no category in the new institution with the same Global ID as the borrower’s category in the home institution then we’ll use the one specified here in Auto add borrower default category.

Auto add borrower default location

This specifies the home location of borrower accounts that are automatically added. If you don’t specify a location here then we’ll use your current location if it’s a home location. If the current location is not a home location then we’ll use the first home location in the list.

Auto add borrower trap

This specifies a trap to be applied to borrowers who are automatically added.