To avoid duplicate user records, before registering a new user,
Always check to see if the patron is already in the system.
First, do the following:
Display User – Click on User Search: Search by Name in All Libraries (ALL_LIBS_N); also search by Birth date and/or License.
Then, choose User Registration and include all of the following information:
Basic Info
First Name Preferred Name (optional) Middle Name (optional) Last Name
Alt ID: Drivers license (TX00000000) (No Dashes or Spaces) for adult patrons OR
Student Id (No Dashes or Spaces) for Students
Demographics
User Cat1: Must be supplied.
User Cat 3: (you will need to give or deny permission for the CloudLibrary)
ELEM-CLOUD = Ages 0 – 7, grade levels; pre-preschool, preschool, kindergarten, and 1st grade
JR-CLOUD = Ages 8 – 12, grade levels; 2nd – 6th (plus ELEM-CLOUD content)
HIGH-CLOUD = Ages 13 – 18, grade levels; 7th – 12th (plus JR-CLOUD & ELEM-CLOUD content)
YES-CLOUD = Ages 19 & up, grade levels; college & beyond (all content)
NO-CLOUD = No access to CloudLibrary
Birth date: (if you would rather put the birth date on the Extended info tab you can, but it must be somewhere in the record).
Address 1:
Address 1 data is used to send out overdue notices. Do not modify any of the drop-down fields. If you wish to add other details not in Address 1, add it below in the Address 2 fields.
Care/Of: First Last Name of Parent of Minor (Not used for Adult Patrons)
Street: Mailing Address (Street or PO Box #)
CTYSTZIP: City, State Zip Code
Phone: Area Code included 000-000-0000 (Dashes included)
EMAIL (if you want to send overdue notices to your patrons by email put their email address here).
Extended Information
Birthdate: MM/DD/YYYY (if not provided on the Demographics tab).
Note: Site Code-Staff Initials/MM-DD-YYYY: Text
Do not Choose STUDENT_ID from the drop down list.