Online: Difference between revisions

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(Created page with "==Online Library Cards== Patrons can create their own library card online any time of day or night. The Online Card is immediately able to: *Check out digital content from th...")
 
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*Check out items
*Check out items


<gallery>
File:OURForm.png|250px|thumb|Online User Registration webform
File:OURSuccess.png|Post-submission success screen
File:OURConfirmation.png|Confirmation email
</gallery>


==Staff Procedures for Conversion to Regular Library Card==
==Staff Procedures for Conversion to Regular Library Card==

Revision as of 11:19, 20 April 2020

Online Library Cards

Patrons can create their own library card online any time of day or night.

The Online Card is immediately able to:

  • Check out digital content from the catalog
  • Place up to three holds on physical items in the catalog

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 (or 30 days after reopening from Covid closure)
  • Has a profile of ONLINE

The Online card can not be used to:

  • Use public computers
  • Check out items

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.

Staff should:

  • Look up patron’s online account, and edit:
    • Confirm address with patron’s proof of residency.
    • Change Profile from ONLINE as appropriate (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.
    • Save changes
  • Next, privilege needs to be renewed
    • In Circulation > Users, click the Renew Privilege wizard
    • Normal extension is appropriate; patron will be valid for two years from date.