How to Update a Library Card Account Created Online

These updates need to be done so that the customer will have a full access library card account. Do remember to double check the customer's ID and address to coincide with the Sirsi account information. 

Q.What do we update in the user record?

A. You will update the following 5 things in Workflows:

From the Circulation tab, under the Users group, use the Modify User wizard to update the user record:

1.    User ID - replace it with the 77422… barcode number; check expiration date and change accordingly (3 years);

2.    Library - change it from HOU-ONLINE to your location or customer’s preferred location;

3.    Profile Name - change it from PUBLIC to one of the others listed in the drop down menu;

4.    Change History Rule: ask the customer if they want to keep a checkout history; then change it from circrule to allcharges; remind them to opt in when they log into the library account at home. Not changing it will NOT prevent the customer from checking out items or placing them on hold; Note: we are working on adding this field on the form itself.

5.    If customer agrees with device checkout policy, then change user cat2 to laptop-yes under the Demographics tab.