Creating new patron record for SUL/CC continued

1
Creating new patron record for SUL/CC continued

• Click on the Other Libraries link on the left
  hand side of the screen (under the Related Links
  header).
• This will take you to the Other Library Catalogs
  Web Sites page
• On the right hand side of this page is a link to
  all the Community Colleges in Florida.

2
Creating new patron record for SUL/CC continued

• After they have successfully signed into their
  schools account, have them fill out a Special
  Borrowers form.
• http//www.uflib.ufl.edu/as/forms.html
• Continued

3
SUL/CC latest news

• FCLA is in the process of modifying their SUL
  patron verification checker so it will verify
  patrons from both Aleph and NOTIS schools. 
• http//webluis.fcla.edu/cgi-bin/wlv3/CM2/DGgen/DBp
  atvv/CM77/P1ccpid
• However, this link will only work from selected
  Circulation IP addresses.

4
SUL/CC latest news

• FCLA are also in the last stages of testing the
  Aleph Circ module remote patron registration
  which will enable the SUL and CC Aleph libraries
  to verify patrons directly in each others' patron
  databases, and import the record. After this is
  implemented, you will only need to use the
  verification link to check on Phase 3 schools
  (FIU, FAU, UCF and New College) until they switch
  to Aleph next summer.
• Please contact Matthew Daley at
  matdale_at_uflib.ufl.edu for more information.

5
Creating new patron record for SUL/CC continued

• When filling out the Special Borrower form,
  SUL/CC students/faculty are required to provide a
  social security number to create a billable
  account.
• If SSN field is left blank, a proxy number will
  be created by Library West Circulation Services
  to create a UF-ID for the patron.
• Check Aleph database for possible existing patron
  record search by barcode and name.
• If patron cannot be located in the database,
  create a New
  Patron record.
• Leave UF-ID field blank.
• Enter name, and verification number (date and
  month of birth).
• Click Update
• Continued

6
Creating new patron record for SUL/CC continued

• Select Local Information Tab.
• In the lower General Information tab, under
  Patron Status and Patron Type, select the
  appropriate category (SUL and Community College
  students are numbered 70 through 76).
• Currently, library privileges are identical for
  all SUS and CC categories. This may change in the
  future.
• Select the Get Defaults button.
• Continued

7
Creating new patron record for SUL continued

• After clicking Get Defaults, the default date
  it will give you is 05/15/2010. For students and
  staff, change this to the last day of the current
  semester. SUL and Community College faculty
  expire at the end of the UF academic year.
• Click on the Addresses tab.
  Fill
  in all necessary information - address, e-mail
  and telephone number and save by clicking Update.
  
• In Valid To field enter a date of two years
  
  from application date.
• In Address Type field, select 02
• Click Update button.
• Continued

8
Creating new patron record for SUL continued

• Select Global Information Tab.
• Select Additional IDs tab.
• Click ADD ID
• Fill in the following fields
• Key Type 02 Barcode
• Verification Type 00
• Status AC Active
• Key Data Scan in their 14 digit number
• Verification Their verification number (month
  and day of birth)
• Run ID through ID Checker
• Briefly explain to patron the workstation logon
  procedure and loan policy (ten book limit, no
  remote access to proprietary databases,
  verification number, etc.).
• Route completed application to Circulation
  Services Library West.

9
Emeritus and Spouse

• Emeritus It is very difficult to obtain an
  Emeritus card, so if an emeritus professor comes
  to get their card activated, assign them the
  Patron status category of 25, and have them fill
  out a Special Borrowers form.
• Spouse You need to verify that their
  husband/wife is registered for the current
  semester, and that they are indeed married.
  (Contact HUB Services to verify). Have them fill
  out a Special Borrowers form.
• Forward completed Special Borrowers form(s) to
  Circulation Services Library West.
• Again, if you have any questions regarding the
  activation of patron accounts, please refer them
  to Library West Circulation Services, MSL or the
  Education Library.