It’s all about the D.O.B.

 

Proper borrower search procedure is by Date of Birth. This not only narrows the search field and verifies borrowers that may have the same name it follows RPL policy set forth in the P&P Manual. See below:

 

A.   Add New Borrowers

Ask borrower for his/her date of birth and enter in LS2 to determine if individual has ever had a card. Do this even if borrower assures you he/she has never had a card.  In the Borrower Search window, select D.O.B. from the drop-down menu and Search. (P&P Manual pp3)

 

1  Accessing Rowan One Card Accounts

Enter Student ID# or Date of Birth into the Smart Search. (P&P Manual pp8)

 

A.   Check Out Items

If a library card is not available, search by date of birth (D.O.B.).  If the patron does not have a photo on his/her account, ask for a photo ID. (P&P Manual pp10)

 

A.   Search Borrowers (F6)

To search for a borrower, it is best practice to search by Date of Birth (MM/DD/YYYY) and leave the default option set to Smart.  A Borrower Search window will pop up.  In the drop-down menu, select D.O.B. and click Search. (P&P Manual pp55)

 

Improper Check-outs

Please be mindful of hitting the ESC button after checking out items to a patron or before you start to check in items from a book drop.

 

We have had several patrons lately contact us saying that items are checked out to their account that they did not physically check out from the library. A short search has resulted in finding each of the items on the shelf.

 

Accidentally checking out items on a patron’s card is easy to do if you have not cleared the screen from the previous transaction. Use the ESC button as your “easy button” to ensure that these miscellaneous check-outs don’t occur.

 

 

 

 

 

 

N/C Patrons

When editing a patron account to make them N/C, please copy the phone number up to the Primary Phone Number field.

N/C does not mean that we do not need a phone number. We still need a number so that we may contact them if a problem occurs.

 

Some patrons do not have a phone number or do not wish to provide a phone number. Please reassure patrons that we do not give out private information. All information collected through the library card applications are for library use only.

 

 

 

 

 

Inter Library Loan Check-In Procedure

When anyone from the History Rm staff brings down a group of books that are back from ILL, they must be added to the First/Second check carts.

 

Recently some items were brought down, and then added to a ‘Done’ cart and never checked in. Fortunately the History Rm staff was able to track down the items and check them in properly.

 

The RPL Circulation procedure is that all items from ILL or Outreach must be checked in a second time through the circulation desk to ensure that all items are checked in properly.

ILL White Slips

Please KEEP all ILL White Slips! (These are the slips that have the patron's information and where we put the "hold to" date.)When the patron picks up their item, write Item checked out, the date, and your initials, on the slip and then send it to Gretchen in an Interoffice Envelope.

Watch Your Screen: Read the Messages

Please be careful of the messages that pop up on the screen during your transactions. This includes all messages that you may see on patrons' accounts, missing materials, hidden materials, check in status to where the books go, rentals, renewals, etc. Do not check out materials without verifying you have the correct person.

Verify Patron's Name

Please verify patron's name when checking out - this is to prevent errors from items getting on the wrong account. (If they have their picture in the computer, you don't need to verify. If it isn't them in the picture, please ask if the check out is under the name on the card presented.)

Patrons need their card, ID, or we need to have their picture in the computer to be able to check out. Juveniles may check out as long as they can verify their birthdate and name but we prefer library cards. Parents need to have child's card to check out if the child is not present.

Comments on Patron Accounts

Please don't add notes in the comment section of patrons' accounts about future holds or if a child or another adult may check out on that patron's card. As long as a patron has the other patron's card in hand, they may check out materials.

When making a comment, please add the date and your initials to it.

NO PIC, NO CARD, NO ID, NO CHECKOUT!

Please remember: No picture, no card, no ID = NO CHECKOUT!  (Unless you or another staff member knows the patron.  If this is the case, it would be a good time to get a picture.)

LOOK! for the CD

If a book says there is a CD inside (CD sticker), please make sure the CD is in there before checking in or out.

Check if Items Need to be Renewed

When a patron checks out, please scroll through their items to see if anything needs to be renewed soon.  They might have forgotten about the previous due date.  *Or, ask if they have anything they need to renew.