Set password directly

Workflow in Folio

Depending on the settings below, users can create their own password in the following circumstances:

• at any time
• or if the User record password field is NULL
• or if the User's email address / mobile number is NULL

For example:

User clicks the Set/Reset/Forgotten Password link:

Folio responds:

Please enter your user barcode and click 'Continue' to proceed.

On entering their barcode, Folio responds:

Please provide the requested information to confirm your identity, and click 'Continue' to receive a temporary password

The user enters e.g. their email address as requested and Folio responds:

Please enter a new password, twice, and click on the save link to use this for future logins.

The user enters a password and password confirmation. They can then continue to use Folio as normal.

You can set up various configuration options to allow users without passwords to click the Set/Reset/Forgotten Password link and to answer security questions. They can then reset their own password or create their own password for the first time.

First configure the login option and login form if you have not already done so.

Enable login option on the Folio menu

To make the Login option display at the top of the Folio screen, you need to check this setting is enabled, or enable it

1. Go to OPAC> Configuration Settings.
2. Use the search Folio Configuration Settings by Setting to find allow_login.
3. If the setting does not exist, click New Record to create it.
4. Edit the following fields to include these values:

To specify the name of the Login option

1. Go to OPAC> Configuration Settings.
2. Use the search WebView Configuration Settings by Setting to find page_title_login.

3. If the setting does not exist, click New Record to create it.

4. Edit the following fields to include these values:

Password configuration on the login form

The following settings are required to configure the login form correctly. Note these are WebView settings

1. Go to OPAC> Configuration Settings.
2. Use the search WebView Configuration Settings by Setting to find the following settings.
3. If the setting does not exist, click New Record to create it.
4. Edit the following settings to include these values:

Changes take effect in Folio immediately.

Configure reset defaults and validation details

This is how you set the system to prompt the user for some information to validate themselves.

1. Go to System Administration> OPAC Defaults.
2. Edit the Password Reset Options:

email;postcode;phone;note1 [up to note10];copy;balance;

secret;

For example, entering email will prompt them to enter one of the two email addresses that have been added to the Email field in their user record (which will be separated by a semi-colon with no spaces, e.g. john.smith@myorg.com;john.smith123@yahoogoogle.com)

Once you have configured which field or fields to present to the user, enter the number of fields to present to the user in No. Fields To Request. Enter the number of fields to actually validate in No. Fields To Validate. For example, you could configure it to present three fields but only ask for any one of those fields to be completed, by entering 3 in No. Fields To Request and 1 in No. Fields To Validate.

If you have included secret in the Potential Validation Fields, enter the temporary password in System Secret String. (The System Secret String should be changed as frequently as is deemed necessary, e.g. at the start of each week.)

If you have included email in the Potential Validation Fields, you must also include a mailid option in the usdetails array. Without this setting, the Email field will not be displayed on the validation screen that is displayed when the user uses the Set/Reset Password facility. (Using Folio Configuration Settings by Setting search for usdetails to display the list; set Include=Y).

Optional Label settings

For each field that you have included in the Potential Validation Fields field in OPAC Defaults, you will need an xxxxx_label setting in g_forgotten_password, where xxxxx is the field mnemonic, e.g. email_label.

Before creating a new setting, search for the xxxxx_label setting in the Folio Configuration Settings by Setting search to confirm that it hasn’t already been added. If there is no setting with that name, create a new one, e.g.

Folio will now ask for the user's email, as follows:

Enter your student email address

Configure the Folio password entry field and confirmation field

If you want users to be able to change their password on the Account Details screen once they have successfully logged into Folio, you will also need to make these configuration changes.

1. Go to OPAC> Configuration Settings.
2. Select the search Folio Configuration Settings by Setting.
3. Search for usdetails to display the options in the hitlist.
4. Modify the one that relates to the password field (with “password" at the beginning of the Value field).
5. Set Value to

   "password E <view>Password</view><edit>New password:<br/>Confirm password:</edit>".

6. Ensure that Include? = Yes, and save your changes.

Note: the above example includes the HTML line break tag (<br/>) immediately preceding the Confirm password string. Do not remove it.

(The text between the <view>…</view> tag is displayed when the Password field is displayed in read-only mode. The text between the <edit>…</edit> tag is displayed when the Password field is displayed in modify mode, i.e. after the user has double-clicked Password).

Other set/reset/forgotten password settings

More options are available in g_forgotten_password:

1. Go to OPAC> Ini Files / GCBs.
2. Search for g_forgotten_password and click to display details.
3. Click one of the links to go to the setting you want to change (see below).
4. Switch to modify and set Include= Yes to implement it.

Logging in for the first time

This completes the configuration for set/reset password directly in Folio. A newly-registered user can now set his/her personal password in Folio as follows:

1. If secret is one of the mandatory potential validation fields, obtain the current temporary password from a member of staff.
2. Click the Set/Reset/Forgotten Password link on the Login form.
3. Enter your library barcode and click Continue (or hit Enter).
4. Enter the temporary password and/or other fields as required, and click Continue. Note that the temporary password field is case-sensitive.
5. Enter your new personal password in the New Password field and again in the Confirm Password field, and click the Save icon on the left just below the Confirm Password field.