Prior to registering a new user, a user search is recommended to determine if the individual already possesses a library card. While SEO encourages the use of existing cards from other libraries, duplicate accounts are permissible under certain circumstances. Issuing a card to an existing user with excessive fines is discouraged.

Driver License and Social Security Numbers are not permitted to be recorded in the user record.

1. In the CIRC module, click on the User Registration Wizard located in the Common Tasks Wizard Group.
   
2. Scan the library card barcode in the User ID text box.
3. Select the appropriate user profile in the Profile name drop down.
4. Click OK.
   

User profiles vary for each library system. Contact SEO if you have questions about user profiles.

Basic Info Tab

1. Enter the user's First Name, Preferred Name, Middle Name (or initial), and Last Name in the appropriate fields. 
2. If your patron chooses to use a preferred name, (Charlie instead of Charles) and they want it to be what displays on their notices, you must check the Use Preferred Name check box.
3. If needed, enter the Suffix.
   
4. After you have entered the user's name, click the Check Duplicate User button. If there are no duplicate users, click Cancel. Otherwise, check the other accounts to determine if the user has another account.
   

Privilege Tab

Leave the privilege expiration date as populated by the system. The system calculates and displays the correct expiration date according to criteria set by your library. The word "NEVER" will display if your library does not expire user privileges.

1. The default PIN is CHANGEME. Update the PIN according to library preference.
2. Input the override to allow the PIN change.
   

Demographics Tab

The collection of demographics is a per library setting. There may be demographics that your library does not record.

1. Use the drop down fields to fill in the appropriate user categories (Gender - Decade of Birth, County Township, and School District).
2. Use the Notify by drop down to select how the user wants to receive notices:
   • EMAIL: E-mail notices will be sent
   • NONOTICES: No notices will be sent
   • SMS: Text message notices will be sent
   • SMS_EMAIL: Both text and e-mail notices will be sent
   • STANDARD: Phone or print notices depending on library preference
3. Use the Internet Use drop down to edit internet privileges (may not be necessary depending on location)
4. In the Birth date text box, enter the birth date in mm/dd/yyyy format, or use the Gadget to select a birth date.
5. Use the Language drop down to update the user preferred language for notices. Only English and Spanish are supported.
   

Addresses Tab

Do not use the drop down fields to change an address field label. Doing so may suppress entered data.

1. Enter GUARDIAN information, if necessary. 
2. Input user address information following United States Postal Service addressing standards, in LINE1, LINE2, LINE3, CITY/STATE, and POSTALCODE.
3. Enter the user's e-mail address in EMAIL, if provided. Multiple e-mail addresses should be separated by a comma (,).
4. Input the user's phone number in the PRIMARYPHO field, if provided, using hyphens (-) between the area code, exchange, and phone number.
   Example: 740-555-5555.
5. If the user wants to be notified by text message, input the cell phone number without hyphens (-) followed by @sms.oplin.org.
   Example: [email protected]
6. If applicable, input a secondary phone number in the SECONDPHO and alternative phone number in the ALTPHONE fields.
   

Extended Info Tab

Add any additional information that the library collects on the extended information tab such as employer or references. Notes, comments, and alerts are also entered on this tab.