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circ:accounts:studentcards [2020/02/11 16:04] – [School District Setup Responsibilities] tmccannacirc:accounts:studentcards [2020/02/17 21:44] – [Library System Setup Responsibilities] tmccanna
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   * If a  card is created or updated after June 30, the expiration date will be set to September 15 of the following year.   * If a  card is created or updated after June 30, the expiration date will be set to September 15 of the following year.
  
-**School and Grade:** The student's grade and school information will be automatically updated shortly before they begin the next school year. So, in the summer months, the information on the account will display the previous year's information.+**School and Grade:** The student's grade and school information will be automatically updated shortly before they begin the next school year. So, in the summer months, the information on the account will display the previous year's information. The grade is stored in the Name Keywords field, which can be used as a patron search filter in the staff client, and also used in report template filters. Possible grades are: GradePK, GradeK, and Grade01 through Grade12.
  
 **Account Updates:** A parent/guardian wishing to make any changes to an account such as school, grade, address, etc. should be referred to their school so that the school's database can be updated. PINES will then automatically update that information based on the school's data. The only fields that should be changed directly in PINES are fields that a patron may change themselves or that are unique to PINES: User Name, Password, Preferred Name, Email Address, Hold Notification and Account Preferences. The grade will be stored in the Name Keywords field, and the school will be stored in the Secondary Identification field. **Account Updates:** A parent/guardian wishing to make any changes to an account such as school, grade, address, etc. should be referred to their school so that the school's database can be updated. PINES will then automatically update that information based on the school's data. The only fields that should be changed directly in PINES are fields that a patron may change themselves or that are unique to PINES: User Name, Password, Preferred Name, Email Address, Hold Notification and Account Preferences. The grade will be stored in the Name Keywords field, and the school will be stored in the Secondary Identification field.
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 **MOU:** The library system and the school district must sign a Memorandum of Understanding. A copy should be provided to PINES. **MOU:** The library system and the school district must sign a Memorandum of Understanding. A copy should be provided to PINES.
  
-**Home Library Mapping:** Each member school must be mapped to a specific library branch. The library system should work with the school district to make this determination and provide the information to PINES in spreadsheet for entry into the PINES database. The spreadsheet should include: +**Home Library Mapping:** The library will review the list of schools in the list provided by the school district (see School District Responsibilities below) and match each school to the most appropriate home library. The spreadsheet will be updated with the home library's short policy name (eg, LOPL-OM), and then given to PINES to import into the PINES database. 
-  * School ID+ 
 +**Third Party Vendors:** The library must determine if any of their e-resource or other third party vendors rely on barcode prefixes (eg, 21012) for access to their services. If they do, the library should communicate to their vendor that they should also allow access for accounts with the school district prefix (eg, SAV).  
 +==== School District Setup Responsibilities ==== 
 + 
 +**List of Schools:** The school district should provide basic information about all of the schools that will be part of the project. The spreadsheet should include: 
 +  * School ID 
   * School Name   * School Name
-  * Grades+  * Grade Range 
   * Address   * Address
   * City   * City
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   * Zip   * Zip
   * County   * County
-  * Home Library (Short Policy Name) 
- 
-**Third Party Vendors:** The library must determine if any of their e-resource or other third party vendors rely on barcode prefixes (eg, 21012) for access to their services. If they do, the library should communicate to their vendor that they should also allow access for accounts with the school district prefix (eg, SAV).  
-==== School District Setup Responsibilities ==== 
- 
- 
  
 **SFTP:** The school district must create a secure FTP directory that PINES scripts may access to retrieve student data files. **SFTP:** The school district must create a secure FTP directory that PINES scripts may access to retrieve student data files.
circ/accounts/studentcards.txt · Last modified: 2024/02/13 17:57 by smorrison