SIRSI PROCEDURE: Assigning a New User ID

Hello,

Fred Schumacher recently sent out an email regarding an update to the procedure for assigning new user IDs in Sirsi. Please read below for how that is done. We will also be holding a training on this procedure at Monday's staff meeting.

Here is a link to the PowerPoint presentation showing how to do this: Issuing a Replacement Card

Marking a Lost Card over the phone:

When a customer calls to report his/her card lost, the correct response for the staff member to make is to change the status of the user record to Lost Card.  To do this, the staff member will need to:

1. Open the Workflows client 
2. Click on the Circulation module
3. Click on the Users wizard group
4. Click on the Modify User Wizard
5. If the customer knows his/her User ID number, enter it.  Otherwise, use the User Search helper at the top of the screen to search for the user record by name (be careful to have the customer confirm the address, Alt ID or other account information to ensure that you have the right record.
6. When you have the correct user record, click on the Privilege tab.
7. Change the value in the Status field to Lost-Card.
8. Enter the override code in the space to the right of the Status field.
9. Click the SAVE button at the bottom of the screen.

This process will prevent the account from being used until the customer comes into the library to replace the card.  Please keep in mind that once a card is marked lost, the customer must complete a registration form and be issued a new card.  Barcode numbers that are marked lost are not reactivated if they are subsequently found.

Replacing a Lost Card:

When a staff member encounters a customer who wishes to replace a lost card, the following procedure should be followed: 

1. Have the customer complete a new registration form and verify the information as would be done for any new registration.
2. Open the Workflows client.
3. Click on the Circulation module.
4. Click on the Users wizard group.
5. Click on the Modify User wizard.
6. Call up the User Record for the customer wishing to replace his/her card. You may use the User Search helper at the top of the screen to search by name or Alt ID.  Be careful to ensure that you call up the right record.
7. Click on the Privilege tab.
8. Change the value in the Status field from LOST-CARD to BLOCKED, and enter the override code in the space to the right of the Status field (this is not necessary if the value is not LOST-CARD.
9. Click the Save button at the bottom of the screen.
10. Click on the Basic Info Tab in the User Record.
11.  Highlight and overwrite (SCAN new barcode over) the old User ID in the designated field, or Highlight and delete the old User ID and SCAN in the new User ID.
12. Click the Save button at the bottom of the screen.

This process will assign the new barcode to the customer’s account and the old barcode will be assigned to the Previous ID field on the Extended Info Tab and it will become inactive.