Homeschool The Executive Committee rejected the creation of a new – Homeschool profile with additional permissions beyond that of a standard Patron profile [2014.05]. Homeschool students should be assigned the standard Patron profile. Outreach This is no longer used in PINES [2014.12]. – Privilege Expiration Date - Automatically set based on the Profile Group, but may be edited by staff. Internet Access Level - Defaults to Filtered, but may be set to Unfiltered or No Access. Active - Checked by default. If unchecked, the patron is no longer considered an active PINES patron and will no longer be included in statistical reports. (See Inactive Patrons) Barred (See User Status - Barred) – Is Group Lead Account Unchecked by default. If multiple patrons are grouped together – (example: a parent with children), one patron in the group will be the lead account. Claims Returned Count - Shows the number of items marked Claims Returned that the patron has accrued. After accruing 5 Claims Returned items, the patron may not have any more items set Claims Returned [1999.10]. This count may be reset by editing the patron record. Claims Never Checked Out Count This feature is not used in PINES [2012.03]. – Alert Message - Staff may enter an alert message that will appear when the account is retrieved. Default Hold Pickup Location If set, holds placed for this patron will default to be – delivered to this location. May or may not be the same as the Home Library. Default phone number to be called when a hold is available for Default Phone Number – pickup (optional). Collections: Exempt This feature is not used in PINES. – Hold is Behind Circ Desk For patrons who pick up holds at a library branch that places – holds for pickup in a public area by default and who are concerned about privacy. If this box is checked, the holds will be stored behind the circulation desk and not in a public patron’s area. Hold Notification Format (Phone and/or Email) Sets default contact preference when – holds are available for pickup. Address Fields Mailing / Billing Both are selected by default. An additional address may be – selected if necessary.
Homeschool – The Executive Committee rejected the creation of a new Homeschool profile with additional permissions beyond that of a standard Patron profile [2014.05]. Homeschool students should be assigned the standard Patron profile. Outreach – This is no longer used in PINES [2014.12]. Privilege Expiration Date - Automatically set based on the Profile Group, but may be edited by staff. Internet Access Level - Defaults to Filtered, but may be set to Unfiltered or No Access. Active - Checked by default. If unchecked, the patron is no longer considered an active PINES patron and will no longer be included in statistical reports. (See Inactive Patrons) Barred – (See User Status - Barred) Is Group Lead Account – Unchecked by default. If multiple patrons are grouped together (example: a parent with children), one patron in the group will be the lead account. Claims Returned Count - Shows the number of items marked Claims Returned that the patron has accrued. After accruing 5 Claims Returned items, the patron may not have any more items set Claims Returned [1999.10]. This count may be reset by editing the patron record. Claims Never Checked Out Count – This feature is not used in PINES [2012.03]. Alert Message - Staff may enter an alert message that will appear when the account is retrieved. Default Hold Pickup Location – If set, holds placed for this patron will default to be delivered to this location. May or may not be the same as the Home Library. Default Phone Number – Default phone number to be called when a hold is available for pickup (optional). Collections: Exempt – This feature is not used in PINES. Hold is Behind Circ Desk – For patrons who pick up holds at a library branch that places holds for pickup in a public area by default and who are concerned about privacy. If this box is checked, the patron’s holds will be stored behind the circulation desk and not in a public area. Hold Notification Format (Phone and/or Email) – Sets default contact preference when holds are available for pickup. Address Fields Mailing / Billing – Both are selected by default. An additional address may be selected if necessary.
PINES_Circulation_Policies_and_Procedures_Manual_v2015_07.docx