Reciprocal Borrowing FAQ and Guidelines GOALS: To apply procedures that will promote a consistent experience for all patrons. To have simple procedures that work well. Personal Information: What data will cross over in the transfer? o Name o Home Library Barcode Number o Address o Phone # o Total Monetary Blocks Amount o Non-Monetary Blocks o E-mail Address o Patron Type What form of ID will be required? o Documentation that verifies current address (eg. Driver’s License). What if ID does not match address in database? o Populate address field and change as needed with new address. How will PINS be handled? o Each system will ask patron. New PIN will be assigned. Barcode issues? o Each system will use the barcode from the home library system, whenever possible. o Note: Database barcode issues will be a problem for some systems without true patron authentication. How will libraries handle user types? o Each system will use the barcode from the home library system, whenever possible. o Note: Database/barcode issue will be a problem for some systems w/o true patron authentication. What if the customer does not have a card in possession? o Local rules apply for application. What if a customer loses their card? o If a “statewide library card” is lost, there is no charge for a replacement card. Does Reciprocal Borrowing require a paper application? o The software brings the information automatically. If a system requires a paper copy, we suggest a short form; or leave outside county customers out of certain demographic data to make it as quick and easy as possible for the customer. Patron Issues When will users be blocked? o If a patron record shows fines of greater than $50.00 or collection agency, patrons will be required to settle issue at home library before borrowing at other systems. Out-of-State fees? o Local rules- each system should charge their standard out-of-state fee. Payment for lost items? o Payments cannot be accepted for other county issues like lost items-the software has no mechanism to clear the record at the customer’s home system. Claims returned/claims never had? o We do not care about claims return – we only care about monetary thresholds. What if home card is expired? o If address matches the expired block, then accept customer. o If not, register as a new borrower with your local system. Inactive Users? o Customer records should be purged based on local rules. Materials/Databases What’s available to the patron? o Full borrower privileges. Database access? o Note: Database barcode issue will be a problem for some systems without patron authentication Emergency Procedures What procedures are used when a system is down? o Use current procedures.
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