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How to Setup Patron Certificates

Certificates are fun and inexpensive ways to reward patrons for completing goals and programs.

Summer Reader allows you to give patrons the option to print off their own certificates when they meet certain program goals.

To create a new certificate, create an HTML document using custom tags. An example of a sample certificate is below:


As you can see, the tags between ^ ^ marks import information from the system.

Now upload your certificate to the website.

If you are a hosted site, email Evanced Support and they'll load the certificate on the server for you and give you the URL path. If you are hosted on your own server, ask your IT department how to store the file in the docs folder of your Summer Reader system.

Go to Certificate Setup on the System Maintenance page.

Enter a name for the certificate. Participation or Completion are popular choices.

Then enter a URL where the certificate is stored.

Then from the Program Setup Page, find the Home Page Settings.

To enable patron printing of certificates, select Allow Patrons to Print Certificates: Yes.

Then select the certificate you named from the drop down list that appears.

Set the criteria by which the patron receives the certificate:

 Prize Eligible
 Patron can print certificate when they win a prize
 Min Log Qty
 Set a minimum log number at which they qualify
 Anytime  They can print any time (great for participation certificates)

Patrons will then be notified on the home page once they qualify for a certificate. To configure that message, choose the Language/Text Setup menu.

For information on running Certificate Reports, read this article.

To notify patrons by email about certificates they have qualified for, read this article.
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