Author: Melissa

Setting Up a New Patron Card

Before setting up a new card:
Ask patron for ID and proof of residence (license, military ID and bill with address on it, etc.)
Check to see if patron is already in the system.

Step 1
On the Polaris Toolbar, choose the New command on the File menu.
A dialog box will appear on the screen. In the scroll box at the top of this dialog box, select patron record. Hit OK.

Step 2
A command screen will pop up when you hit OK at the end of step one.
In this screen, you will fill in the following information.
Barcode (scan a new card)
Last Name
First Name
Middle initial, if known
Expiration term: 2 years
Add address
Address check term: 1 year
Phone Number

Step 3
Choose the symbol on the left-side tool bar.
Fill in the following information boxes:
Birth year
Birth date
Password
* Note: Patron chooses this password—it must be 4 or 5 numbers.

Step 4
Save the record.
Have patron sign the back of the library card.

If you are issuing a card to a child, complete the following!!
Pull down the Links menu and select the Patron Status option.
Choose the notes symbol at the bottom of the left-side tool bar.
In the blocking notes section, list the name, address, and phone number of the parent who signed the child’s approval form.

Step 5
Give patron a brochure with the library information.
Explain the following policies.
First checkout—patron may borrow up to 4 items
Checkout limits after first time—30 books and 5 movies at a time
Length of checkout—books for 3 weeks and movies for 1 week
Fines—$.25 per day per item overdue, with a limit of $5 per item
Computer use—one hour every day