Higher Education Libraries of Massachusetts: Patrons

KIm contacts IT at least a week in advance via a service request for all students enrolled in the current or forthcoming semester.  Generally this task has been assigned to John Giblin and Pramod who confirms access to the FTP server. We assign the expiration date and ask them to exclude faculty and staff.  Note: Student workers are excluded as well and will need to be updated manually. At the beginning of the semester this process is done weekly for a month.  Check to see what the Wintersession and Quick start summer session are called and if they are separate.

How is Primary Permission Type assigned?  This is student Univ. ID.
Is the name updated?

• First, Middle Initial, and Last Name
• Student A# is added to the barcode field as well as the Primary Identification Field
• Password field is loaded with the student birth date in the form of yyyymmdd
• Email loaded currently is the school email
• If already in the system, the load updates street 1 and 2, City, State, Country, Zip code,  telephone number, email, expiration date which is selected by the library, and possibly their name. 
• A# and barcode are not overwritten ever

Files are requested from IT and when ready moved to the FTP server where the system admin can login and pull them into the system. Note: Sometimes the permission expires to the individual pulling in the file and we must contact IT.

In order to get a card students who are in the system must provide either a photo id or a student schedule. Staff look them up by student ID and name .  We confirm the address and phone number at the time they are getting their card.

For students who register late a patron self registration form is provided. Patron self registration is linked to a pending patron status that is then completed by staff.  Patron self registration form is provided to students only in the library as the information entered is deleted by the system if not acted upon in a timely way.

cardnumber, surname, firstname, title, othernames, initials, streetnumber, streettype, address, address2, city, state, zipcode, country, email, phone, mobile, fax, emailpro, phonepro, B_streetnumber, B_streettype, B_address, B_address2, B_city, B_state, B_zipcode, B_country, B_email, B_phone, dateofbirth, branchcode, categorycode, dateenrolled, dateexpiry, gonenoaddress, lost, debarred, debarredcomment, contactname, contactfirstname, contacttitle, guarantorid, borrowernotes, relationship, ethnicity, ethnotes, sex, password, flags, userid, opacnote, contactnote, sort1, sort2, altcontactfirstname, altcontactsurname, altcontactaddress1, altcontactaddress2, altcontactaddress3, altcontactstate, altcontactzipcode, altcontactcountry, altcontactphone, smsalertnumber, privacy, patron_attributes