2 1 3 In the Patron tab  (1) , enter the Patron Barcode  (2) , go to the Address Information  (3)  on the tree In the Patr...
Verify the correct address (home, email) and phone number, update the “Valid To”  (1) , and change the “Address Type”  (2)...
2 3 1 Be sure to click the “Get Defaults” button  (1)  for each of the RCP  (2)  and ALEPH  (3)  updates. If it is a Non-C...
To search for a patron’s name, click on the Patron tab  (1) , then the Ellipsis button  (2) , which will being up the Patr...
1 2 3 In the Patron tab  (1)  under Global Patron Information  (2) , highlight the barcode field  (3)  and scan the new ba...
To search for a patron’s name, click on the Patron tab  (1) , then the Ellipsis button  (2) , which will being up the Patr...
Verify the patrons address with the Penn. Co. street guide, control F brings up the search box  (1) . Any address with SD0...
To load a Patron record, click on the “New Patron” icon (1), which will bring up the “Patron Registration Form” (2). Scan ...
Barcode Verification (patron’s last name)  (1) , Pincode (patron’s last name)  (2) , Patron ID (first three letters of las...
The first line of the address field should be the mailing address, or C/O and the name of the person signing for a youth c...
These are the only fields that should be filled out for an adult card. Please note that the email address should be in all...
These are the only fields that should be filled out for a youth card. Please note that the email address should be all low...
Change the ILL Active Limit to 4
Change the Valid  (1)  date to match the expiration of the card. Put the physical address in the local Patron Info.  (2)  ...
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Info. Session Power Point And Handouts 2

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Registering a Patron and ALEPH procedures Info. Session

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Info. Session Power Point And Handouts 2

  1. 1. 2 1 3 In the Patron tab (1) , enter the Patron Barcode (2) , go to the Address Information (3) on the tree In the Patron tab (1) , enter the Patron Barcode (2) , go to the Address Information (3) on the tree
  2. 2. Verify the correct address (home, email) and phone number, update the “Valid To” (1) , and change the “Address Type” (2) to 1 if needed. 2 1
  3. 3. 2 3 1 Be sure to click the “Get Defaults” button (1) for each of the RCP (2) and ALEPH (3) updates. If it is a Non-County card the dates will have to be changed after these fields are updated.
  4. 4. To search for a patron’s name, click on the Patron tab (1) , then the Ellipsis button (2) , which will being up the Patron List (3) , where the patron’s name is entered (4) , last name first. 3 4 2 1
  5. 5. 1 2 3 In the Patron tab (1) under Global Patron Information (2) , highlight the barcode field (3) and scan the new barcode over the old barcode. TEST, TOM P TEST TEST 2158500154198
  6. 6. To search for a patron’s name, click on the Patron tab (1) , then the Ellipsis button (2) , which will being up the Patron List (3) , where the patron’s name is entered (4) , last name first. 3 4 2 1
  7. 7. Verify the patrons address with the Penn. Co. street guide, control F brings up the search box (1) . Any address with SD00122 in the ESN column (2) is inside Rapid City limits. 1 2
  8. 8. To load a Patron record, click on the “New Patron” icon (1), which will bring up the “Patron Registration Form” (2). Scan the library card barcode. 1 2
  9. 9. Barcode Verification (patron’s last name) (1) , Pincode (patron’s last name) (2) , Patron ID (first three letters of last name, initials of first and middle names, and month and day of birth) (3) 2 3
  10. 10. The first line of the address field should be the mailing address, or C/O and the name of the person signing for a youth card (1) , the second line is for city and state (2) , the zip code goes in the zip code box (3) 1 2 3
  11. 11. These are the only fields that should be filled out for an adult card. Please note that the email address should be in all lowercase letters.
  12. 12. These are the only fields that should be filled out for a youth card. Please note that the email address should be all lowercase letters.
  13. 13. Change the ILL Active Limit to 4
  14. 14. Change the Valid (1) date to match the expiration of the card. Put the physical address in the local Patron Info. (2) if different from the mailing address. 1 2

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