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Staff should: | Staff should: | ||
*Search by the patron's name, etc., to confirm | |||
*Look up patron’s online account, and edit: | *Look up patron’s online account, and edit: | ||
** | **Verify address with patron’s proof of residency. | ||
**Change Profile from ONLINE as appropriate (Adult, Juvenile, etc.) | **Change Profile from ONLINE as appropriate (Adult, Juvenile, etc.) | ||
**Review and edit data entered by patron. | **Review and edit data entered by patron. |
Revision as of 11:48, 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
-
Online User Registration webform
-
Post-submission success screen
-
Confirmation email
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:
- Search by the patron's name, etc., to confirm
- Look up patron’s online account, and edit:
- Verify 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.