Circulation Services CommitteeJanuary 12, 2016SCLS Headquarters

Agenda

  1. Call to order (5 min.)
  2. Introduction of guests/visitors.
  3. Changes/Additions to the Agenda.
  4. Requests to address the Committee.
  5. Approval of previous meeting minutes (5 min.
  6. Action items (5 min.
  7. Discussion items (60 min.)
  8. Follow-up on November minutes:
  9. Purge inactive patrons took place 12/23/2015.
  10. Added information about the annual purge to the Circulation Manual, Section V patron record and registration.
  11. Barcodes have arrived and been sent to ordering libraries.
  12. E-commerce: LINKcat online payments are up and running again.
  13. MMSD patron import 2014/2015: remaining un-activated records were purged in December 2015.
  14. Review wording on Library Card application form(s).
  15. Payment for Lost Item: best practice submitted by Erica at PIN. See attached.
  16. Damaged items arriving to fill holds at your library: ongoing discussion.
  17. Workflow creation and updating:
  18. Lost and Paid charges no longer eligible for refund.
  19. Claims Returned items on patron’s record.
  20. Placing Book Club Holds: provide date that Group is reading books so that other libraries can schedule their book group holds accordingly. For example, a message on the Check Out screen of the Account used that states “Title X is for May 2016 book club read.”
  21. UMS library meeting (60 min.)

2016 CSC meeting dates (2nd Tuesday every other month):

Mar 15May 10Jul 12Sept 13Nov 15

2016 CIRC User Groups/Training sessions (Topics to be confirmed)

Feb 17Circulation/SearchingAug 24 Circulation/Reports

Apr 27Circulation/ReportsNov 2 Circulation

Jun 15Circulation/Searching

MPL Best Practice – Payment for Lost Item(s)

Have you ever come across a refund on a patron's record and the only info you have to go on is someone's initials and library code in the description field...now you have to start researching--what is the title, who owns the item, was the item returned within the refund period, etc. This can take quite a bit of sleuthing and time!

Staff at Pinney have come up with one solution that will save lots of research time. When you are paying for a lost item, pay each lost item individually and use the PAY button in the line item (not the check box or pay all button). This will allow you to enter information in the "pay fine description field" that will then show upin the refunddescription field if the item ever gets returned. (It also shows up in theFinesAccount History description field) Thisdoes create asmall bit of work on the front endof things but saves a tremendousamount of time on the back end.

Here is what I do when I come across a lost item:

1. first determine who owns the item

2. in the fines account screen, click on the pay button in the "action" column (donot use the check box because it does not save anything you enter in the description field)

3. Copy the barcode and title of the lost item and then Paste it at the beginning of thedescription field

4. thenenter who owns the item"39078075696022 Ducks Go Vroom PIN ITEM"

5.If the item belongs toadifferent library,Ithen enter"10.00cash sent toMID, edk/pin" If the item belongs to MPL, I then enter "no refund after 01/01/16 edk/pin" (whatever the last refund date would be)

6. then click on the submit button

If you are sending money to another library--don't forget to "add a new message" on the patron's checkout screen as well "sent $xx cash to MID for lost item "Ducks go Vroom (75696022). edk"

IF a patron has multiple lost items--do this process for each one

If a patron has fines in addition to the lost items--first pay each lost item separately and then clear the remaining overdue fines using which ever method you prefer

IF you don't want do all of the steps---at a minimum--just enter the barcode and title info (steps 2 and 3).This would still cut back on the amount of sleuthing you would have to do.

If you have any questions or want clarification of anything here--don't hesitate to contact me.

Suggested changes to Library Card application (Patron Registration form)

LIBRARY CARD APPLICATION • SOUTH CENTRAL LIBRARY SYSTEM

IDENTIFICATION REQUIRED:

Photo I.D. (i.e. Driver’s license, state I.D. card)

Proof of Current Address (i.e. Driver’s license, state I.D., recent mail, checkbook)

PATRON INFORMATION (please print):

Name: ______

Last First Middle

Birthdate: ____ /____ /____  Female  Male Age Group:  0-17  18-61  62+

Month Day Year

Mailing Address: ______

Street, RR/Fire Number or P.O. Box City or Village State Zip

County of Residence: ______Township: ______

Residential Address: (Complete if different from mailing address)

______

Street, RR/Fire Number or P.O. Box City or Village State Zip

Primary Phone (_____) ______Secondary Phone (______) ______

I would prefer to be notified of my holds by: [CHOOSE ONE]

 Phone

 Text Phone: T1- (____) ______- ______

 Email Email Address ______Pre-overdue notice? Y/N

I prefer to pick up my holds at: ______

(Name of Library or Bookmobile stop)

ACCEPTANCE OF RESPONSIBILITY (Read carefully!)

I will be responsible for all materials checked out on this card, including materials checked out by others with or without my consent, unless I have previously reported the loss of my card.

I will report a lost or stolen card, or any change of personal information (name, address, phone, email), immediately.

I will comply with all library rules and policies.

I understand that there will be charges for overdue, lost, damaged and stolen library materials.

I understand that the library provides access to a broad range of resources and that it is my responsibility to judge for myself and for my children or minor dependents what resources are appropriate for my/our personal use.

PATRON SIGNATURE ______Date: ______

FOR JUVENILES (AGE 0-15), PLEASE COMPLETE:

Parent or Legal Guardian Signature:______

Please print Parent or Legal Guardian Name: ______

FOR LIBRARY STAFF USE ONLY:

Type of registration:Staff initials/LIB verifying ID: ______

__ New patron__ Address change Proof of current address 

__ Lost card__ RenewalPatron Category: ______

__ Name Change (Former name ______)PSTAT (Sort 1): ______

Photo ID type: ______

Send application to: ______(optional) ID #: ______

__ Patron has been issued card with barcode ______from ______. __ Issue a card with this barcode and mail card to patron (staple barcode label here) 01/16