Signed-off-by: tji <tina.ji@bc.libraries.coop>
[sitka/doc/policy.git] / practice / practice-patron.xml
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1<?xml version="1.0" encoding="utf-8"?>\r
2<chapter xml:id="practice-patron" xmlns="http://docbook.org/ns/docbook" version="5.0" xml:lang="EN"\r
3 xmlns:xi="http://www.w3.org/2001/XInclude" xmlns:xlink="http://www.w3.org/1999/xlink">\r
4 <info>\r
5\r
6 <title>Patrons in Sitka</title>\r
7\r
8 </info>\r
9 \r
10<section xml:id="patron-permanent">\r
11<title>Patron Permanent Move</title>\r
12\r
13<para>To ensure the accuracy of the Sitka patron database the following changes are recommended when a patron makes a permanent move from one community served by a \r
14Sitka library to another community served by a Sitka library.</para>\r
15\r
16<para>In the <guibutton>Edit</guibutton> screen of the patron account:</para>\r
17<itemizedlist>\r
18<listitem>\r
19<para>Update the patron's address and other contact details.</para>\r
20</listitem>\r
21<listitem>\r
22<para>Update the patron's home library to the new home library.</para>\r
23</listitem>\r
24<listitem>\r
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25<para>Use the <guibutton>Replace Barcode</guibutton> button to replace the patron's old barcode with a new barcode from a new library card issued by the new home \r
26library.</para>\r
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27</listitem>\r
28<listitem>\r
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29<para>Update the patrons's <guilabel>OPAC/Staff Client User Name</guilabel> if it is still set as the patron's previous barcode. If the patron has changed \r
30this to a unique username it does not need to be updated.</para>\r
31</listitem>\r
32<listitem>\r
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33<para>Update any stat cats relevant to the new home library.</para>\r
34</listitem>\r
35<listitem>\r
36<para>Update the patron's <guilabel>Main (Profile) Permission Group</guilabel> if different at the new home library.</para>\r
37</listitem>\r
38</itemizedlist>\r
39\r
40<para>Updating the above information will ensure that patron statistics are accurate and the patron has access to the new home library's databases.</para>\r
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41<para>Some databases require patrons to access them using a library card from the community in which they live. This means that if the address of the patron does \r
42not fall in the service area of the library that issued the card the patron will not be able to access the resource.</para>\r
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44<note><para>Libraries should follow their local policies when handling patrons from other Sitka libraries that have temporarily moved to their community.</para></note>\r
45\r
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46</section>\r
47\r
48</chapter>\r
49\r
50\r
51\r