Online: Difference between revisions

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==Online Library Cards==
==Online Library Cards==
Patrons can create their own library card online any time of day or night.
Patrons can create their own library card online 24/7.
New card registration over the phone is no longer offered.


The Online Card is immediately able to:
The Online Card is immediately able to:
*Check out digital content from the catalog
*Check out digital content from the catalog
*Place up to three holds on physical items in the catalog
*Place limited number of holds on physical items in the catalog (See [[CircRules|Circ Rules]] for details).
 
The Online card can not be used to:
*Use public computers
*Check out physical items


During the process, the patron:
During the process, the patron:
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The Online card application process creates a Sirsi user record that:
The Online card application process creates a Sirsi user record that:
*Has a 10 digit User ID beginning with 30222
*Has a 10 digit User ID beginning with 30222
*Expires in 30 days (or 30 days after reopening from Covid closure)
*Expires in 30 days  
*Has a profile of ONLINE
*Has a profile of ONLINE


The Online card can not be used to:
The system's only duplicate patron record check is a search for exact match of first name plus an exact match of last name.  Unfortunately, the denial message that the patron sees is very vague.
*Use public computers
*Check out items
 




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File:OURConfirmation.png|Confirmation email
File:OURConfirmation.png|Confirmation email
</gallery>
</gallery>
==Lifespan of Online Card==
When the patron registers online, they see a ''Online cards are only valid for 30 days'' message three times: at the top of the form, on the "success" confirmation screen post-submission, and on the auto-generated email that is immediately sent.
Patrons are sent a ''Your card is expiring'' email on the Wednesday of the week before their card expires.
ONLINE Cards are purged every Wednesday.  Any card that expired the prior Saturday or earlier is eligible for purging.  Cards are not purged if there is an active hold for a physical item on the account.


==Staff Procedures for Conversion to Regular Library Card==
==Staff Procedures for Conversion to Regular Library Card==
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In WorkFlows, staff should:
In WorkFlows, staff should:
*Search by the patron's name, etc., to confirm they don't already have a library card.
*Search by the patron's name, etc., to confirm they didn't previously have a library card.
*Look up patron’s online account, and edit:
*Look up patron’s Online User Account, and edit:
**Verify address with patron’s proof of residency. Are they [https://www.mfrl.org/policies/101.pdf eligible] for a card?  
**Verify address with patron’s proof of residency.
**Change Profile from ONLINE as appropriate (Adult, Juvenile, etc.)  
***Are they [https://www.mfrl.org/policies/101.pdf eligible] for a card?  
**Change Profile from ONLINE to appropriate selection (Adult, Juvenile, etc.)  
**Review and edit data entered by patron.   
**Review and edit data entered by patron.   
***Data should be edited for formatting (capitalization of first letters of proper nouns, etc.)
***Data should be edited for formatting (capitalization of first letters of proper nouns, etc.)
**Change User ID to a physical card number, and give card to patron.
**Change User ID to a physical card number, and give card to patron.
**Save changes
**In the Privilege tab, check the ''Extend User's Library Privilege'' checkbox.
*Next, privilege needs to be renewed
***This will extend privilege to two years from today.
**In Circulation > Users, click the Renew Privilege wizard
**Save changes and follow prompts.
**''Normal'' extension is appropriate; patron will be valid for two years from date.
*Check your work.
 
== See also ==
*[[Notice_Examples#Card_Expiring_Notice_Examples | Card Expiring Notices]] - When sent, and examples.

Latest revision as of 12:24, 6 August 2021

Online Library Cards

Patrons can create their own library card online 24/7. New card registration over the phone is no longer offered.

The Online Card is immediately able to:

  • Check out digital content from the catalog
  • Place limited number of holds on physical items in the catalog (See Circ Rules for details).

The Online card can not be used to:

  • Use public computers
  • Check out physical items

During the process, the patron:

  • Enters basic address and other information.
  • Selects their own PIN and home library branch.
  • Is shown a "success" screen after submission, which displays their User ID.
  • Is instructed to come to the library within 30 days with photo ID and proof of residency.
  • Receives a confirmation email that states their User ID and their chosen PIN.

The Online card application process creates a Sirsi user record that:

  • Has a 10 digit User ID beginning with 30222
  • Expires in 30 days
  • Has a profile of ONLINE

The system's only duplicate patron record check is a search for exact match of first name plus an exact match of last name. Unfortunately, the denial message that the patron sees is very vague.


Lifespan of Online Card

When the patron registers online, they see a Online cards are only valid for 30 days message three times: at the top of the form, on the "success" confirmation screen post-submission, and on the auto-generated email that is immediately sent.

Patrons are sent a Your card is expiring email on the Wednesday of the week before their card expires.

ONLINE Cards are purged every Wednesday. Any card that expired the prior Saturday or earlier is eligible for purging. Cards are not purged if there is an active hold for a physical item on the account.


Staff Procedures for Conversion to Regular Library Card

When a patron comes in to get a permanent library card, staff should perform most of the tasks that they perform when they are creating a new account. However, staff edits (does not create) the existing account.

In WorkFlows, staff should:

  • Search by the patron's name, etc., to confirm they didn't previously have a library card.
  • Look up patron’s Online User Account, and edit:
    • Verify address with patron’s proof of residency.
    • Change Profile from ONLINE to appropriate selection (Adult, Juvenile, etc.)
    • Review and edit data entered by patron.
      • Data should be edited for formatting (capitalization of first letters of proper nouns, etc.)
    • Change User ID to a physical card number, and give card to patron.
    • In the Privilege tab, check the Extend User's Library Privilege checkbox.
      • This will extend privilege to two years from today.
    • Save changes and follow prompts.
  • Check your work.

See also