Patron account options

Overview

Account options control what a user sees when they view their account in the app. If your library is part of a consortium, these options can only be updated at the consortium admin level. For more information, see Using the Staff Dashboard for consortiums.

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

Watch a Video

CapiraMobile Options - Patron Account Options

Run time: 4:46

This video will show how to manage patron account options in the CapiraMobile Staff Dashboard.

Card image

Click Select From Media Library to choose the image you would like to use for the digital library card.
Click Save Card Image to publish changes to the app.

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.
Click Save Card Settings to publish changes to the app.

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.

When finished, click Save My Account Config to publish changes to the app.

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 descriptions 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 Translations: (Optional) Click Expand Translations to add one or more language translations for the above text fields. See Text field translations.
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 Translations: (Optional) Click Expand Translations to add one or more language translations for the above text fields. See Text field translations.
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 Translations: (Optional) Click Expand Translations to add one or more language translations for the above text fields. See Text field translations. 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 Note: Availability varies depending on ILS.
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 Translations: (Optional) Click Expand Translations to add one or more language translations for the above text fields. See Text field translations.
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 Translations: (Optional) Click Expand Translations to add one or more language translations for the above text fields. See Text field translations.
Add link to 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 Translations: (Optional) Click Expand Translations to add one or more language translations for Account Information Display Name. See Text field translations.
Mobile Checkout	Allows patrons to access the mobile checkout feature from their account screen. Before enabling this option, select one or more of the barcode formats found on the Options > Mobile checkout screen.

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.

Translations:

(Optional) Click Expand Translations to add one or more language translations for the above text fields. See Text field translations.

Patron initials

In various places in the app, patron initials appear in a circle icon to represent the account holder's name. Any given name that is returned by the ILS is divided into sections based on spaces. The initials appear as the first letter of the first section and the first letter of the last section.

Examples:

John Doe = JD
John A Doe = JD
Doe, John = DJ
John Smith-Doe = JS
Doe, John A = DA

Library links

Use the Library links tab to provide links to important library resources (e.g., privacy policy, donation page, or card request form). Links open in an in-app web view.

Important notes:

The Library Links section and heading will only display in the app when at least one link has been configured and saved
The order of links in the app matches the order set in the Staff Dashboard
Inline validation ensures URLs are properly formatted and labels meet length requirements

Configure library links

On the Library links tab, click Add.
Enter a Label (the text patrons will see).
Enter the URL (must start with http:// or https://).
(Optional) Click Expand translations to add one or more language translations for the link text. See Text field translations.
Repeat steps 1-4 to add additional links.
Drag and drop links or use move controls to arrange them in your preferred order.
- For keyboard navigation: Press Enter to select a row, use arrow keys to move it, then press Enter again to drop it in place.
Click Save to publish your changes to the app.

To edit or delete a link:

Update any field and click Save to apply changes and publish to the app.
Click the Delete button next to a link and confirm the deletion when prompted.