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OCLC Support

Patron account options

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Discover how to manage the options available in library user accounts in the CapiraMobile Staff Dashboard.

Account options control what a user sees when they view their account in the app.

  1. From the left navigation, under the Elements menu, select Options > Account.
  2. Use the tabs to switch between option types to update the desired fields.

Card image

Click Select From Media Library to choose the image you would like to use for the digital library card.

 Note: An image must already be in your media library for you to use it. See Media for more information.

Card settings

Choose a barcode option from the Digital Barcode Format drop-down list.

Use the toggle to enable or disable the following options:

  • Display Expiration Date - When enabled, the digital card will show the user's expiration date as it appears in the ILS.
  • Display Patron Name - When enabled, the digital card will show the user's name as it appears in the ILS.
  • Display Library Card Image - When enabled, the digital card will show the card image.

Manage account

The Manage Account tab allows you to customize the features that are displayed to users of your app on the Manage Account screen. By default, all features are enabled, and the order in which they appear on the Manage Account screen cannot be changed. You should plan to adjust the options according to your ILS and local needs. For more information about available features for your ILS, see Using your ILS with CapiraMobile. Any updates made will be immediately visible to patrons in the app.

For each of the options described in the table below, slide the toggle for a feature to the right to enable it.

 Note: 

  • All text fields have a 45-character limit, but shorter labels are recommended for optimal display.
  • Special characters are permitted for use in text labels.
  • Information and description returned on pop-up messages are not currently configurable in the Staff Dashboard. Please contact OCLC Support with any questions regarding these messages.
Option Details
Digital card wallet

When enabled, the following text fields can be customized:

  • Account Information Display Name
  • Detail Screen Display Name
Checkouts

Allows patrons to access a list of their currently checked-out materials. When enabled, you can also enable or disable the Display Renewals Remaining feature. This displays remaining renewal counts for checked-out items.

When enabled, the following text fields can be customized:

  • Summary row Display Names
  • Account Information Display Name
  • Detail Screen Display Name
Holds

Allows patrons to access a list of their items on hold.

When enabled, the following text fields can be customized:

  • Summary row Display Names
  • Account Information Display Name
  • Detail Screen Display Name

When enabled, the following features can also be enabled or disabled using the toggle:

  • Allow patrons to modify hold pickup location and/or date
  • Allow patrons to suspend holds
  • Allow patrons to suspend holds and specify dates
  • Display position in queue to patron
Reading history

Allows patrons to access a list of their reading history. This feature requires that patrons opt in through your ILS provider.

When enabled, the following text fields can be customized:

  • Account Information Display Name
  • Summary row Display Name
Fines and fees

Allows patrons to access a list of fines/fees incurred.

When enabled, the following text fields can be customized:

  • Summary row Display Name
  • Account information Display Name
  • Detail screen Display Name
Pay fines

Patrons will be linked to the service used for fee management.

When enabled, the following text fields can be customized:

  • Account Information Display Name
  • URL

Patron sign in

Available options:

  • Barcode Placeholder Text - The placeholder input to display on the authentication screen for barcode.
  • Require PIN/Password - Slide the toggle to the right to enable the use of a PIN or password when logging in, and only require users to provide a barcode for authentication. Your ILS must support this feature.
  • Password Placeholder Text - The placeholder input to display on the authentication screen for password.
  • Display forgot password button - Slide the toggle to the right to enable the Forgot Password Link text field. Enter a URL that allows users to reset their password.

     Note: If your website links are not working in the app, please try adding or removing http://www. from URLs entered in the Staff Dashboard.

  • Help Text - Additional instructions for users who have trouble signing in.