POLARIS PATRON REGISTRATION STANDARDS Updated Date
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POLARIS PATRON REGISTRATION STANDARDS updated date
All registration information is entered in capital letters
Last Name: ALL CAPS, no extra punctuation (OBRIEN not O’BRIEN). Hyphens in the names that are legally hyphenated (JONES-SMITH). Names with prefixes should be entered as one name with no spaces (VANERT not VAN ERT)
First name: ALL CAPS
Middle name: ALL CAPS (either entire middle name or middle initial, depending on local library policy)
Title: leave blank
Suffix: enter JR, SR, II, III, etc.
Registered at: if patron lives in a Waukesha County community with a library , that library is their “Registered at” library, regardless of where they get their card. Library staff may choose either the library they work at or the community they live in that has a library. All others (TNR patrons from non- library communities* and those outside Waukesha County) should be listed as the library where they initially registered. TNR patrons will be allowed to change the “Registered at” library three times. Each time a library change is made it will be noted in their record. After the third time they will be denied a change of library unless they have moved to a new community. *see Statistical Class chart at need web link for list of library communities and codes.
ADDRESS & PHONE The Home address is printed on mailed notices, and should be the customer’s mailing address. List any alternate address (physical address if mailing address is PO Box) as an Alternate address, or in the Street Two field of the home address. Additional addresses may be included for Work, School, Office, etc.
Postal code: enter zip code, then select correct municipality from the dropdown list.
Street One: should be entered in ALL CAPS, no spaces between any numbers, following postal guidelines for abbreviations, no punctuation. (see http://pe.usps.gov/text/pub28/welcome.htm ) N64W22285 LIBRARY RD (not N64 W22285 LIBRARY RD.)
Street Two: Apartment, Suite, Lot number, etc.
City, State & County: will autofill based on the selected zip code.
Phone 1: Include area code for all 262 numbers (262-555-1212). If customer has chosen Phone notification, and does not provide cell carrier information, include “1-“ for all non-262 area codes (1-414, 1-608, etc.)
If customer provides cell number and carrier information, select carrier from dropdown list, and do not include “1-“ in any number (414-555-1212 Verizon)
If patron has selected TXT notification, check TXT box to the right of phone #. If customer has chosen another notification method, such as mail or email (listed in Notification option box) and also wants text, check Additional TXT notice box.
Statistical class: Municipal code of customer’s residence. (Lisbon, Town of ; Pewaukee, City of; etc.). Must be verified by map or web lookup (http://www.wcfls.org/residency-finder/) CAFÉ Lost Item Payment to Owning Library
Date:
Owning Library:
Item Title:
Item ID#
Customer ID:
Amount Paid: $ Payment Type
Sending Library:
Item marked lost:
Notes:
CAFÉ Lost Item Payment to Owning Library
Date:
Owning Library:
Item Title:
Item ID#
User ID:
Amount Paid: $ Payment Type
Sending Library:
Item marked lost:
Notes: CAFE DAMAGE OR MISSING PIECES CONTACT RECORD
USER ID # PHONE #
ITEM INFORMATION: (***DO NOT CHECK IN ITEM***)
Item #: Charging Library: Date Received: _ Title: Describe Damaged and/or Missing Piece:
1st Contact Library (Library item returned at): Date/Staff Initials:
PHONE CONTACT NOTES:
Deadline (1 week): Add Note to User Record
Date Material Returned to Owning Library:
2nd Contact Library (Owning Library of Material): Date/Staff Initials: PHONE CONTACT NOTES:
Resolution CAFÉ DAMAGED OR MISSING PIECES CONTACT RECORD
USER ID # PHONE #
ITEM INFORMATION: (***DO NOT CHECK IN ITEM***)
Item #: Charging Library: Date Received: _ Title: Describe Damaged and/or Missing Piece:
1st Contact Library (Library item returned at): Date/Staff Initials:
PHONE CONTACT NOTES:
Deadline (1 week): Add Note to User Record
Date Material Returned to Owning Library:
2nd Contact Library (Owning Library of Material): Date/Staff Initials: PHONE CONTACT NOTES:
Resolution Café Payment of Fines Exceeding $20.00 to Material Owning Library
Date:
Customer card #:
Material owning library:
Amount: $
Sending library:
Staff name:
Café Payment of Fines Exceeding $20.00 to Material Owning Library
Date:
Customer card #:
Material owning library:
Amount: $
Sending library
Staff name: