Patron Registration Review
Why did you do that?
Is this something new?
Patron Registration Review
Verify Eligibility by Service Area
Search EI Database For Duplicate Accounts
Optional Registration Fields To Consider Using
User Settings for Holds Notification
Main (Profile) Permission Group
Helpful Evergreen Links
The Patron Interview: Verifying Eligibility
May I see your photo ID?
Not Expired, Continue.
,
(Parent or Guardian ID for a minor.)
Is this your current address? If yes:
You have enough information to begin address verification.
If no: Search the current address anyway, to let the patron know if
he will be eligible for a card.
Provide information about alternate forms of address verification.
It is acceptable to view this verification using a smartphone or a
computer printout.
Address Verification
Step One: Search the address using the EI interactive map.
On the EI splash page, select ‘Locate Address in Map’.
Verifying Eligibility by Service Area
Verifying Eligibility by Service Area
a) I know about it and use it.
b) I know about it but don’t use it.
c) I didn’t know about it.
http://evergreen.lib.in.
us/map/districts.html
Green areas= EI Library
Gray areas= Served, not EI
White areas= Unserved
Verifying Eligibility by Service Area
https://beaconbeta.schneidercorp.com/
a) I know about it and use it.
b) I know about it but don’t use it.
c) I didn’t know about it.
Verifying Eligibility by Service Area
Verifying Eligibility by Service Area
TYPE ADDRESS
ADDRESS
The Patron Interview: Looking for Duplicates
Have you always used this last name?
You may need to search more than one last name.
Do you always go by ‘first name’?
You may need to search variations of the first name; middle
names used as first names; and nicknames.
Once you’ve gathered all name information:
Begin your Evergreen Database search.
Don’t be too shy to ask, “Have you always gone by this name?”
Search EI Database For Duplicate Accounts
Here are two patrons with
DoB: 2001-09-17.
One with a middle name
the other a middle initial.
This is a potential
duplicate account.
2007-08-29 is another
potential duplicate: no
middle names listed.
In some cases, patrons
don’t have middle names
and that could be noted
on the patron’s account
for future reference.
Search EI Database For Duplicate Accounts
Fields Used to Determine Duplicate Accounts
Name: Last/Required, First/Required, and Middle/ Optional
Date of Birth/ Required
Primary Identification/ Optional
Parent/Guardian/ Optional
(Driver’s License or ID Card Number)
(Minor’s Account)
Address/ Required: Often unreliable
Optional Registration Fields To Consider
There are very few required fields for
Patron Registration (Highlighted Yellow)
Creating or Updating Patron Accounts
Reasons to consider using Optional Fields
Prefix/Title: Because of gender neutral names.
Middle Name: For better patron searches
OPAC/Staff Client Holds Alias: prints on Hold Slips
instead of the patron name (for privacy); and it is
useful in creating groups (homebound, bookmobile)
Driver’s License: for better patron searches.
Verification, if your library choses to allow patron ID
for Checkout (This option is home library only)
Parent/Guardian: for better juvenile searches. [PSC
is looking at the possibility of moving fees from a
child’s account, on majority, to the parent/guardian
of record. If this happens, this name would be
needed.]
Creating or Updating Patron Accounts
Reasons to reconsider using Optional Fields
User Settings: This group of fields sets the
Default Hold Pickup Location and automated
notification options for the user’s account.
When these fields are used, it is highly unlikely that a
patron would miss a hold notice.
Main (Profile) Permission Group
Are any of these Profiles New to You?
OutReach
Resident
ResidentLimitedAccess
StaffCard
NonResident
PLAC
Temp
ReciprocalBorrower
Student
ComputerUsage
NonResidentLimitedAccess
StudentLimitedAccess
ReciprocalBorrowerLimitedAccess
PLACLimitedAccess
Transitional
Main (Profile) Permission Group
Are These Profiles New to You?
Temp
OutReach
Temporary: assigned to an individual who doesResident
not reside the full year
in the library district.
ResidentLimitedAccess
Examples include relocated workers and summer
home residents
StaffCard
NonResident
PLAC
Transitional
Temp
Transitional: Optional profile for libraries ReciprocalBorrower
wishing to offer library
services to persons without a permanent homeStudent
in their library district.
ComputerUsage
NonResidentLimitedAccess
StudentLimitedAccess
ReciprocalBorrowerLimitedAccess
PLACLimitedAccess
Transitional
Helpful Evergreen Links
Where to locate Circulation Policy, Procedures, and Training Manual
http://blog.evergreen.lib.in.us/?page_id=2770
Helpful Evergreen Links
Where to locate Circulation Policy, Procedures, and Training Manual
Patron Registration Card
Example of paper form used at
Peabody Public Library.
Staff fills in the gray shaded
portion of the card.
3X5 cards created by PPL staff
and produced in house