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[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
41\r
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42<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
43\r
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44</section>\r
45\r
46</chapter>\r
47\r
48\r
49\r