Procedure Manual
(→Application Card Updates/Changes ...101.2) |
(→Issuing ...101.3) |
||
| Line 32: | Line 32: | ||
======Issuing ...101.3====== | ======Issuing ...101.3====== | ||
| + | |||
| + | <big>Step 1 – the Temporary Card</big> | ||
| + | Patrons will initially be issued a Temporary Card that will be valid for 30 days and will allow the patron to have a total of three items checked out at any given time. | ||
| + | |||
| + | A. Patrons 18 and older must present proper identification: valid picture I.D. listing date of birth and current address. Social security number is optional. Patron must complete a yellow Application Card. If a patron cannot write, he or she may make an X and someone else, including staff, may complete the card. | ||
| + | B. Children under 18 must have the signature of a custodial parent or legal guardian. (Parent or guardian must present picture I.D. and a piece of personal mail postmarked within the past two weeks). If the parent or legal guardian already has a card, it must be in good standing (fines under $5.00) for the juvenile to get a card. The parent must complete the juvenile Application Card. If the parent legal guardian does not have a card, staff should offer them the opportunity to apply for a library card. Both the juvenile and the responsible party must be present when the card is issued. | ||
| + | |||
| + | C. If the patron has a temporary address such as a shelter, campground, hotel, or rehabilitation center, borrowing privileges will be limited to a maximum of three (3) items at any given time until the patron is able to provide proof of permanent address. A patron in this situation may renew his/her temporary card for a maximum of ninety (90) days. If a permanent address has not been obtained by the end of the 90-day period, borrowing privileges will be suspended. Please note that this is the only situation in which a temporary card may be renewed in this manner. | ||
| + | |||
| + | D. Patron must fill out an Address Verification Postcard with their name and current address. Check to make sure the address on the postcard matches the address provided on the Application Card. The Address Verification Postcard will be mailed to the patron. The patron will be issued a Permanent Library Card once he/she presents the postmarked card to the Circulation Desk. | ||
| + | |||
| + | E. Procedure for issuing the Temporary Card: | ||
| + | # Check the patron’s name in the Circulation Database to determine that the patron does not already have an account. If no account exists, continue the process of issuing a Temporary Card. If the patron already has an account, the following rules apply: | ||
| + | :Indented line a) If a patron needs a replacement for a temporary card, and he/she is in good standing, a replacement temporary card may be obtained for a fee of $1.00 for the first replacement and $5.00 for the 2nd replacement and every one after that. The patron must pay any utstanding fines before the replacement card can be issued. | ||
| + | :Indented line b) Items must be returned and all fines must be paid before a new card can be issued. | ||
| + | :Indented line c) A new application card and Address Verification Postcard must be filled out for replacement temporary cards. | ||
| + | # Create patron account using a temporary library card. | ||
| + | # Have the patron address the Address Verification Postcard and return it to you. | ||
| + | # Verify that the addresses on the application and the postcard are the same. | ||
| + | # Write the patron’s name, library location, and expiration date on a temporary card. Explain to the patron how the new card process works including the limit of a total of three (3) items checked out system wide at any one time. | ||
| + | # File the application cards alphabetically by the patron’s last name in the New Card bin. | ||
| + | # The patron will receive a permanent library card and full borrowing privileges upon returning the postmarked postcard and photo identification to the location where he/she applied for the card. The patron must return the temporary card so that staff may shred and discard it. | ||
| + | |||
| + | <big>Step 2 – The Permanent Card</big> | ||
| + | A. The Permanent Card will be made when the postmarked Address Verification Postcard is presented by the patron. | ||
| + | B. Accurately record all information into the Circulation Database. | ||
| + | 1. Verify the spelling of the patron's name. Include Jr. Sr. I, II, etc. | ||
| + | 2. Verify that the birth date is present and has been recorded accurately in circulation. | ||
| + | 3. If a social security number is provided, verify its accuracy in circulation. Also be sure the social security number is listed in the alternate I.D. field. | ||
| + | 4. All patron records should have a type, A-adult or J-juvenile. | ||
| + | 5. All patron records must indicate a gender. | ||
| + | 6. Verify that the address and phone number are present and recorded accurately in circulation. If patron does not have a phone, make sure the phone field states "NO PHONE." | ||
| + | 7. If a proxy is listed on the application card, check that the proxy has been recorded in the field in circulation. | ||
| + | 8. Verify that all information on the patron record is in CAPITAL LETTERS and that no periods have been used in the name or address. | ||
| + | 9. If the card is a replacement card verify that the 1st or 2nd replacement card has been marked in the patron record. | ||
| + | 10. If the patron is a juvenile verify that his/her responsible party is listed. | ||
| + | 11. When making a juvenile card, go to the “Patron Record”, “Basic Info” tab and scan the guardian's barcode in the “responsible party” field. Then click on the set button and then click on “save.” If the “responsible party” does not have a PPL library card, offer to make one for him/her. Please note that a “responsible party” is not required to have a PPL library card in | ||
| + | order to sign as the “responsible party” for a juvenile. After issuing a permanent library card, the clerk should inform the patron how many items can be checked out at one time. The limit is 25 items total per card. There is a limit of 5 videos (system wide) per ADULT card. A list of library hours should also be given to the patron. | ||
| + | 12. When the Permanent Card is issued, the Temporary Card must be destroyed. | ||
| + | |||
| + | C. If the Address Verification Postcard is returned with a bad address notice: | ||
| + | a. Verify that the information was entered correctly | ||
| + | b. Block the patron’s account | ||
| + | c. The patron must complete a new Address Verification Postcard | ||
| + | d. A permanent card will not be issued until a valid Address Verification Postcard is presented | ||
| + | |||
======Expired - Almost Expired ...101.4====== | ======Expired - Almost Expired ...101.4====== | ||
======Replacement ........101.5====== | ======Replacement ........101.5====== | ||
Revision as of 15:38, 24 April 2013
 | This page is currently a draft. Material may not yet be complete, information may presently be omitted, and certain parts of the content may be subject to radical, rapid alteration. |
Circulation Related Procedures
Cards 101
Application Card Instructions ..101.1
Application Card Updates/Changes ...101.2
If a patron already has a card and wishes to do one of the following he/she needs only fill out the signature and date section of a new application card:
- Add a proxy
- Add internet access to a juvenile card
- Get a replacement card due to a damaged card or a card that will not scan (Staff are to fill out the No. section, print the patron’s name on top left of application card, and write the current expiration date on the new application card.)
If a patron already has a card, the following is a list for which the patron needs to fill out a whole new application card:
- Lost card
- Expired Card
- Address/Phone Number Change
- Name Change
- Patron Type Change
The following are the only statements that staff may write on the top front of the application card:
- 1st, 2nd, 3rd Replacement
- Proxy Only
- Internet Only
- Update Expired
- Address Change
- Name Change
- Patron Type Change (J to A, A to O)
- Damaged Card
Issuing ...101.3
Step 1 – the Temporary Card Patrons will initially be issued a Temporary Card that will be valid for 30 days and will allow the patron to have a total of three items checked out at any given time.
A. Patrons 18 and older must present proper identification: valid picture I.D. listing date of birth and current address. Social security number is optional. Patron must complete a yellow Application Card. If a patron cannot write, he or she may make an X and someone else, including staff, may complete the card. B. Children under 18 must have the signature of a custodial parent or legal guardian. (Parent or guardian must present picture I.D. and a piece of personal mail postmarked within the past two weeks). If the parent or legal guardian already has a card, it must be in good standing (fines under $5.00) for the juvenile to get a card. The parent must complete the juvenile Application Card. If the parent legal guardian does not have a card, staff should offer them the opportunity to apply for a library card. Both the juvenile and the responsible party must be present when the card is issued.
C. If the patron has a temporary address such as a shelter, campground, hotel, or rehabilitation center, borrowing privileges will be limited to a maximum of three (3) items at any given time until the patron is able to provide proof of permanent address. A patron in this situation may renew his/her temporary card for a maximum of ninety (90) days. If a permanent address has not been obtained by the end of the 90-day period, borrowing privileges will be suspended. Please note that this is the only situation in which a temporary card may be renewed in this manner.
D. Patron must fill out an Address Verification Postcard with their name and current address. Check to make sure the address on the postcard matches the address provided on the Application Card. The Address Verification Postcard will be mailed to the patron. The patron will be issued a Permanent Library Card once he/she presents the postmarked card to the Circulation Desk.
E. Procedure for issuing the Temporary Card:
- Check the patron’s name in the Circulation Database to determine that the patron does not already have an account. If no account exists, continue the process of issuing a Temporary Card. If the patron already has an account, the following rules apply:
- Indented line a) If a patron needs a replacement for a temporary card, and he/she is in good standing, a replacement temporary card may be obtained for a fee of $1.00 for the first replacement and $5.00 for the 2nd replacement and every one after that. The patron must pay any utstanding fines before the replacement card can be issued.
- Indented line b) Items must be returned and all fines must be paid before a new card can be issued.
- Indented line c) A new application card and Address Verification Postcard must be filled out for replacement temporary cards.
- Create patron account using a temporary library card.
- Have the patron address the Address Verification Postcard and return it to you.
- Verify that the addresses on the application and the postcard are the same.
- Write the patron’s name, library location, and expiration date on a temporary card. Explain to the patron how the new card process works including the limit of a total of three (3) items checked out system wide at any one time.
- File the application cards alphabetically by the patron’s last name in the New Card bin.
- The patron will receive a permanent library card and full borrowing privileges upon returning the postmarked postcard and photo identification to the location where he/she applied for the card. The patron must return the temporary card so that staff may shred and discard it.
Step 2 – The Permanent Card A. The Permanent Card will be made when the postmarked Address Verification Postcard is presented by the patron. B. Accurately record all information into the Circulation Database. 1. Verify the spelling of the patron's name. Include Jr. Sr. I, II, etc. 2. Verify that the birth date is present and has been recorded accurately in circulation. 3. If a social security number is provided, verify its accuracy in circulation. Also be sure the social security number is listed in the alternate I.D. field. 4. All patron records should have a type, A-adult or J-juvenile. 5. All patron records must indicate a gender. 6. Verify that the address and phone number are present and recorded accurately in circulation. If patron does not have a phone, make sure the phone field states "NO PHONE." 7. If a proxy is listed on the application card, check that the proxy has been recorded in the field in circulation. 8. Verify that all information on the patron record is in CAPITAL LETTERS and that no periods have been used in the name or address. 9. If the card is a replacement card verify that the 1st or 2nd replacement card has been marked in the patron record. 10. If the patron is a juvenile verify that his/her responsible party is listed. 11. When making a juvenile card, go to the “Patron Record”, “Basic Info” tab and scan the guardian's barcode in the “responsible party” field. Then click on the set button and then click on “save.” If the “responsible party” does not have a PPL library card, offer to make one for him/her. Please note that a “responsible party” is not required to have a PPL library card in order to sign as the “responsible party” for a juvenile. After issuing a permanent library card, the clerk should inform the patron how many items can be checked out at one time. The limit is 25 items total per card. There is a limit of 5 videos (system wide) per ADULT card. A list of library hours should also be given to the patron. 12. When the Permanent Card is issued, the Temporary Card must be destroyed.
C. If the Address Verification Postcard is returned with a bad address notice: a. Verify that the information was entered correctly b. Block the patron’s account c. The patron must complete a new Address Verification Postcard d. A permanent card will not be issued until a valid Address Verification Postcard is presented