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circ:accounts [2017/07/05 15:23]
tmccanna
circ:accounts [2019/05/24 12:59] (current)
tmccanna [General Policies]
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 ====== Patron Account Information ====== ====== Patron Account Information ======
  
-===== General Account Policies =====+===== General Policies =====
  
-  * Proper identification must be presented to register [1999.05].+  * Proper identification must be presented to register [1999.05]. (See: [[circ:accounts#acceptable_forms_of_id|Acceptable Forms of ID]])
  
-  * A library card is required in order to check out materials [1999.05, 2010.09]. Library card barcodes may also be scanned from handheld devices [2014.05].+  * A library card is required in order to check out materials [1999.05, 2010.09]. Library card barcodes may also be scanned from handheld devices [2014.05]. (See: [[admin:workstations:scanners|Scanning Barcodes from Mobile Devices]])
  
   * Applicants for a card must complete and sign an application form, available at any PINES participating library’s circulation desk. Alternatively, applicants may fill out an online application form prior to visiting the library to present their identification and complete their application [2014.05].   * Applicants for a card must complete and sign an application form, available at any PINES participating library’s circulation desk. Alternatively, applicants may fill out an online application form prior to visiting the library to present their identification and complete their application [2014.05].
  
-  * Patron account information is confidential and cannot be used for purposes other than PINES transactions. (See [[circ:confidentiality|Confidentiality]])+  * Patron account information is confidential and cannot be used for purposes other than PINES transactions. (See[[circ:confidentiality|Confidentiality]]) 
 + 
 +  * Patrons who are unable to visit the library due to physical disability may complete and sign an application form that may be mailed to the patron from his/her participating library or printed from the PINES application form. The applicant will make copies of his/her identification to be attached to the application form. The identification and application should be mailed to the local participating library. The participating PINES library will process the application and send a library card and any other materials typically shared with new patrons by mail to the patron. Copies of patron's identification documents will be shredded after the new card is issues [2019.05]. Note: As per PINES Executive Committee discussion while approving this policy, the library will create a normal Patron account (not Homebound or GLASS). 
 + 
 +  * [[:circ:accounts:new_patron_accounts#sample_registration_forms|Sample Library Card Application Forms]]
  
 ==== Residency ==== ==== Residency ====
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   * Signing a PINES card application denotes acceptance of responsibility for all fines and fees for lost or damaged materials.   * Signing a PINES card application denotes acceptance of responsibility for all fines and fees for lost or damaged materials.
 +
   * There is no minimum age for a child to receive a PINES card.  A parent or legal guardian may register a child [1999.05].  Parent or legal guardian must show proper ID to register a child.  A parent or legal guardian must sign the application for all children under 18.  Signing a child’s PINES card application denotes acceptance of responsibility for all fines, lost or damaged materials.   * There is no minimum age for a child to receive a PINES card.  A parent or legal guardian may register a child [1999.05].  Parent or legal guardian must show proper ID to register a child.  A parent or legal guardian must sign the application for all children under 18.  Signing a child’s PINES card application denotes acceptance of responsibility for all fines, lost or damaged materials.
  
- +==== Acceptable Forms of ID ====
- +
- +
-===== Acceptable Forms of ID =====+
  
 An applicant for a new card is required to provide proper ID, which includes current, local address. Acceptable ID for receiving a PINES card (3 choices):   An applicant for a new card is required to provide proper ID, which includes current, local address. Acceptable ID for receiving a PINES card (3 choices):  
  
-a) Photo ID showing current local address, OR  +  - Photo ID showing current local address, OR  
-b) Photo ID and one item from approved list (see below) showing current, local address (if photo ID does not have correct address), OR  +  Photo ID and one item from approved list (see below) showing current, local address (if photo ID does not have correct address), OR  
-c) TWO (2) items from approved list showing current, local address.  +  TWO (2) items from approved list showing current, local address.  
  
 Acceptable ID includes: Acceptable ID includes:
-Valid driver’s license +  * Valid driver’s license 
-Valid voter registration card +  Valid voter registration card 
-Valid matricula consular [2004.08] +  Valid matricula consular [2004.08] 
-Checks with pre-printed addresses +  Checks with pre-printed addresses 
-A utility bill (e.g., gas, electric, cable, internet, water/sewer, waste management) +  A utility bill (e.g., gas, electric, cable, internet, water/sewer, waste management) 
-Tax receipt or other piece of mail that shows the user’s name and present address. +  Tax receipt or other piece of mail that shows the user’s name and present address. 
  
 Original documents are required with the exception of utility bills: because many people now pay their utility bills online and no longer receive them on paper, patrons may present their online bill or statement on their mobile device or printed from their utility’s web site [2015.12]. Original documents are required with the exception of utility bills: because many people now pay their utility bills online and no longer receive them on paper, patrons may present their online bill or statement on their mobile device or printed from their utility’s web site [2015.12].
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 Social Security Numbers are not used in PINES [2006.11]. Social Security Numbers are not used in PINES [2006.11].
 +
 +==== Record Retention Policies ====
 +
 +The legal department of the Board of Regents has indicated that public libraries are not mandated to follow the USG data retention schedule for "Courtesy Borrowers Records" (a.k.a library patron applications) [2014.09 BOR communication to the PINES Program Director]. Each library system should develop its own record retention policies in accordance with the Secretary of State policy for voter registration. Whether that information is recorded electronically or on paper forms is determined by each library system. 
 +
 +  * [[http://sos.ga.gov/index.php/Elections/election_connection|Secretary of State’s Policy on Voter Registration]]
 +  * [[http://sos.ga.gov/index.php/Archives/records_laws_and_regulations|Georgia Records Act]]
 +  * [[http://sos.ga.gov/index.php/Archives/retention_schedules|Local Government Retention Schedules]]
  
  
  
  
circ/accounts.1499282609.txt.gz · Last modified: 2018/10/11 16:15 (external edit)