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)

 

Rowan One Card

If a Juvenile has a physical library card with fines, and they want to use the computer, the child may use their Rowan One Card (Student ID#) to access the computer.

 

If a Juvenile has a physical library card with fines, and they want to check out items, the child may use their Rowan One Card (Student ID#) to check out 3 items only on their ROC.

 

 

If an Adult patron has a physical library card with fines, and they want to check out items on their child’s Rowan One Card, the child must be present.

 

Rowan One Card

Rowan One Card students should only check out three items on their cards.

 

Technically the system will allow four check outs, but it does that so that they can safely check out three and still use their card for online books/classes, etc.

 

If we allow them to check out four items, then when they try to use their card at school for Overdrive/online tools, their card will be blocked.

 

So please observe the three item check out limit for Rowan One Card users.

Staff Development/Circulation Meeting

Thank you all for your attendance at our Staff Development Circ Mtg.

Here are the questions that I received and the answers to them.

Please forward to all Circ Staff at each location.

If you have any other questions please email. 

Thanks! Brooke

 

 

 

Staff Development 12/09/16  Circulation Meeting

 

Rowan One Card

-Please do not delete or make ID number changes to the Rowan One Cards. New students were added to our system just this past Thursday. The ROC’s primary function is for student/teacher usage. For now, If a student comes in and wants a physical card, treat them as a new patron and have them fill out an application. Please do not make any changes to their pin numbers. These pin numbers were set up for easy retrieval for teachers/students.

-More info about checking out on ROC will follow.

 

 

Text/Email Receipts and Notices

-How do we know if a patron receives a text or email?

 

Edward receives a “bounce back” text/email if a patron’s info is incorrect. This is forwarded to Brooke who calls and confirms or leaves a comment on the patron account. *Make sure when updating TEXT or EMAIL only that you go under settings and make changes as well.

-Changes are coming to the Holds Slip. Edward is adding a field that will print based on the patron’s notification settings i.e. text, email, or telephone.

The phone number would automatically print on the slip, but a new field would also print showing which communication the patron prefers.

 

 

Contacting Patrons RE: Holds

-If a patron already has an item on the shelf and then another item comes in, should we call them again?

 

If the items they have on hold are for a previous day, then yes please call them. If you have already called them once that day and other items come in for that same day, then no you do not have to call them a second time.

 

 

Damaged Items

-How do we know what to charge for a damaged book? Is it always a total loss or can we break down the damage?

Can the item still be circulated? If yes, then do not charge a damage fee. If no, then follow the SNAGS damaged process and send a damage letter to the patron.

*If the damaged item is from another location, but was returned to your location, you should send the damage letter not the owning location and then send the item to Tech if applicable.

 

 

Reference Questions

-What constitutes a reference question? And can some reference questions be marked in two categories? Example: Jobs and Tech?

 

Definition of a reference question as determined by the NC State Library Statistical Report:

      A reference transaction is an information contact which involved the knowledge, use, recommendations, interpretation, or instruction in the use of one or more information sources by a member of the library staff.  It includes information and referral services.  Information sources include print and non-print materials or records, and through communication or referral, other libraries and institutions and people inside and outside the library.  The request may come in person or by any other means by a person of any age.  Do not count directional transactions or questions of rules or policies.

 

 

What is not a reference question:

 

    Messages (to pull hold requests)

    Renewal of items checked out

    Checking items in/out

    Creating guest passes

    Looking up library card numbers

    Directional assistance (where are the biographies, bathroom, etc)

 

Some questions can count in two categories.