8 // ``First Login Password Update'' the following documentation comes from JSPAC
9 // as of 2013-03-12 this feature did not exist in EG 2.4 TPAC,
10 // so I am commenting it out for now because it will be added in the future
11 // see bug report https://bugs.launchpad.net/evergreen/+bug/1013786
12 // Yamil Suarez 2013-03-12
17 First Login Password Update
18 ^^^^^^^^^^^^^^^^^^^^^^^^^^^
20 indexterm:[my account, first login password update]
22 Patrons are given temporary passwords when new accounts are created, or
23 forgotten passwords are reset by staff. Patrons MUST change their password to
24 something more secure when they login or for the first time. Once the password
25 is updated, they will not have to repeat this process for subsequent logins.
27 . Open a web browser and go to your Evergreen OPAC
29 . Enter your _Username_ and _Password_.
30 * By default, your username is your library card number.
31 * Your password is a 4 digit code provided when your account was created. If
32 you have forgotten your password, contact your library to have it reset or use
33 the online the section called ``<<password_reset,Password Reset>>'' tool.
40 indexterm:[my account, logging in]
42 Logging into your account from the online catalog:
44 . Open a web browser and navigate to your Evergreen OPAC.
45 . Click _My Account_ .
46 . Enter your _Username_ and _Password_.
47 ** By default, your username is your library card number.
48 ** Your password is a 4 digit code provided when your account was created. If
49 you have forgotten your password, contact your local library to have it reset or
50 use the the section called <<password_reset, Password Reset>> tool.
53 ** At the first login, you may be prompted to change your password.
54 ** If you updated your password, you must enter your _Username_ and _Password_
57 . Your _Account Summary_ page displays.
60 To view your account details, click one of the _My Account_ tabs.
62 To start a search, enter a term in the search box at the top of the page and
67 If using a public computer be sure to log out!
70 anchor:password_reset[]
75 indexterm:[my account, password reset]
78 To reset your password:
80 . click on the _Forgot your password?_ link located beside the login button.
82 . Fill in the _Barcode_ and _User name_ text boxes.
84 . A message should appear indicating that your request has been processed and
85 that you will receive an email with further instructions.
87 . An email will be sent to the email addressed you have registered with your
88 Evergreen library. You should click on the link included in the email to open
89 the password reset page. Processing time may vary.
93 You will need to have a valid email account set up in Evergreen for you to reset
94 your password. Otherwise, you will need to contact your library to have your
95 password reset by library staff.
99 . At the reset email page you should enter the new password in the _New
100 password_ field and re-enter it in the _Re-enter new password_ field.
104 . A message should appear on the page indicating that your password has been reset.
106 . Login to your account with your new password.
112 indexterm:[my account, account summary]
114 In the *My Account* -> *Account Summary* page, you can see when your account
115 expires and your total number of items checked out, items on hold, and items
116 ready for pickup. In addition, the Account Summary page lists your current fines
123 indexterm:[my account, items checked out]
125 Users can manage items currently checked out, like renew specific items. Users
126 can also view overdue items and see how many renewals they have remaining for
129 As of Evergreen version 2.9, sorting of selected columns is available in the
130 _Items Checked Out_ and _Check Out History_ pages. Clicking on the appropriate
131 column heads sorts the contents from "ascending" to "descending" to "no sort".
132 (The "no sort" restores the original list as presented in the screen.) The sort
133 indicator (an up or down arrow) is placed to the right of the column head, as
136 Within *Items Checked Out* -> *Current Items Checked Out*, the following column
137 headers can be sorted: _Title_, _Author_, _Renewals Left_, _Due Date_,
138 _Barcode_, and _Call Number_.
140 Within *Items Checked Out* -> *Check Out History*, the following column headers
141 can be sorted: _Title_, _Author_, _Checkout Date_, _Due Date_, _Date Returned_,
142 _Barcode_, and _Call Number_
146 To protect patron privacy, the Check Out History will be completely blank unless the patron has previously opted in under the _Account Preferences_ tab, in the _Search and History Preferences_
154 indexterm:[my account, holds]
156 From *My Account*, patrons can see *Items on Hold* and *Holds History* and
157 manage items currently being requested. In *Holds* -> *Items on Hold*, the
158 content shown can be sorted by clicking on the following column headers:
159 _Title_, _Author_, and _Format_ (based on format name represented by the icon).
163 * Suspend - set a period of time during which the hold will not become active,
164 such as during a vacation
165 * Activate - manually remove the suspension
166 * Cancel - remove the hold request
168 Edit options include:
170 * Change pick up library
171 * Change the _Cancel unless filled by_ date, also known as the hold expiration
173 * Change the status of the hold to either active or suspended.
174 * Change the _If suspended, activate on_ date, which reactivates a suspended
175 hold at the specified date
177 To edit items on hold:
179 . Login to _My Account_, click the _Holds_ tab.
180 . Select the hold to modify.
181 . Click _Edit_ for selected holds.
182 . Select the change to make and follow the instructions.
186 To protect patron privacy, the Holds History will be completely blank unless the patron has previously opted in under the _Account Preferences_ tab, in the _Search and History Preferences_
193 indexterm:[my account, account preferences]
195 From here you can manage display preferences including your *Personal
196 Information*, *Notification Preferences*, and *Search and History Preferences*.
197 Additional static information, such as your _Account Expiration Date_, can be
198 found under Personal Information.
202 * Personal Information
204 ** change password - allows patrons to change their password
206 ** change email address - allows patrons to change their email address.
210 * Notification Preferences
212 ** _Notify by Email_ by default when a hold is ready for pickup?
214 ** _Notify by Phone_ by default when a hold is ready for pickup?
216 ** _Default Phone Number_
219 * Search and History Preferences
221 ** Search hits per page
223 ** Preferred pickup location
225 ** Keep history of checked out items?
227 ** Keep history of holds?
231 Turning off the _Keep history of checked out items?_ or _Keep history of holds?_ features will permanently delete all entries in the relevant patron screens. After this is unchecked,
232 there is no way for a patron to recover those data.
236 After changing any of these settings, you must click _Save_ to store your
240 indexterm:[holds, preferred pickup location]
245 The Patron Message Center provides a way for libraries to communicate with
246 patrons through messages that can be accessed through the patron's OPAC account.
247 Library staff can create messages manually by adding an OPAC visible Patron
248 Note to an account. Messages can also be automatically generated through an
249 Action Trigger event. Patrons can access and manage messages within their OPAC
250 account. See Circulation - Patron Record - Patron Message Center for more
251 information on adding messages to patron accounts.
253 *Viewing Patron Messages in the OPAC*
255 Patrons will see a new tab for *Messages* in their OPAC account, as well as a
256 notification of *Unread Messages* in the account summary.
258 image::media/message_center11.PNG[Message Center 11]
260 Patrons will see a list of the messages from the library by clicking on the
263 image::media/message_center10.PNG[Message Center 10]
265 Patrons can click on a message *Subject* to view the message. After viewing the
266 message, it will automatically be marked as read. Patrons have the options to
267 mark the message as unread and to delete the message.
269 image::media/message_center12.PNG[Message Center 12]
271 NOTE: Patron deleted messages will still appear in the patron's account in the
272 staff client under Other -> Message Center.