Patron Types - Simplified Examples

RESTRICTED ACCESS 

• Only has an unexpired Driver's License ID with matching name and picture
  
• Name on application matches ID
  
• Address on application does not have to match ID

 

LIMITED ACCESS 

• Has an unexpired Driver's License ID with matching name and picture
• Has a utility bill (or professional document) that is dated within the last 4 months 
• The name on the ID, utility bill, and application all match
  
• The physical address (not PO BOX) on the ID, utility bill, and application all match

 

 FULL ACCESS

• Has an unexpired Driver's License ID with matching name and picture
• Has a utility bill that is dated within the last 4 months 
• The physical address (not PO BOX) on the ID, utility bill, and application all match
• The patron's physical address is within the Longleaf Library Consortium (Amite, Copiah, Franklin, Jefferson, Jefferson Davis, Lawrence, Lincoln, Marion, Pike, Walthall)

 

 

LIBRARY SOFTWARE SYSTEM

How to Send "Transit" FlexShare Items

 

1. Run the Reserve Search List and pull the requested items.

2. Open the library software system using FIREFOX (only). 

3. Activate the Check IN screen and scan each item.

NOTE: If the Check OUT screen is used instead of the Check IN screen, the scanned items will appear on the computer screen, but the items won't be placed transit.  The result is that the materials will be sent to another location without the system knowing what has transpired. There will be no trace of the materials going to another location. 

 4. As each item is scanned, a transit slip will be sent to the designated printer.

NOTE: If a transit slip is not printed, verify that the FIREFOX browser is being used.  If not, reproduce the same steps in the FIREFOX browser to see if the problem is corrected.  If the problem persists, contact headquarters for support before proceeding.  Do not send materials to another location without a transit slip being generated; otherwise, the system may lose track of the material.

5. Place the transit slip with the material and store in designated location to await pickup.

   REPORTS

 

Monthly Time Sheets & Leave Charts

1. Part-time workers (working less than 20 hours a week)
1. Time Sheets:
1. Print your report from the HomeBase app.
2. Double-check the dates and times for accuracy.
3. Sign and date the report using blue ink.
4. Have your supervisor sign and date the report.
5. Email the signed report to Joan.
6. Keep a copy for your personal records.
7. Provide the original completed time sheet to your manager for submission to headquarters.
2. Monthly Leave Form:
1. Complete a form even if no leave was taken.
2. Total the columns on the form.
3. Sign and date using blue ink.
4. Have your supervisor sign and date the form.
5. Do NOT email the leave form.
6. Keep a copy for your personal records.
7. Give the original form to your manager for submission to headquarters.

2. Full-time workers (working an average of 20+ hours a week)
1. Time Sheets:
1. Print your report from the HomeBase app.
2. Double-check the dates and times for accuracy.
3. Sign and date the report using blue ink.
4. Do NOT email the report to Joan.
5. Keep a copy for your personal records.
6. Provide the original completed time sheet to headquarters for leave accrual.
2. Monthly Leave Form:
1. Complete a form even if no leave was taken.
2. Total the columns on the form.
3. Sign and date using blue ink.
4. Do NOT email the leave form.
5. Keep a copy for your personal records.
6. Provide the original form to headquarters for leave accrual.

Summary

• Only part-time workers should email their time sheets to Joan for payment processing.
• Headquarters needs original copies of all workers' time sheets and leave forms as soon as possible. Without these original documents, leave adjustments cannot be processed.

Taking Money for Faxes

 

You need to make sure your workflow has you accepting patron's money 

BEFORE faxing paperwork. 

 This will avoid several problems, such as:

(1) The patron doesn't have enough money.

(2) The patron only has large bills with which to pay.

(3) The patron "forgot" their money in the car.

If the fax doesn't go through, you can always return the patron's money to them.

Customer Service Skills

Do not use Cleaning products and aerosol sprays in the computer lab or at the circulation desk doing the hours the library is open to the public. 

Cleaning products and aerosol sprays cans (lysol, deodorizer, etc.)
 should not be sprayed around patrons. Some patrons have fragrance sensitivity.

Know where the fire extinguishers are located

Don't look around.  Now...do you know exactly where the fire extinguishers are?  If not, find out NOW!

In an emergency you need to be able to react automatically.  It could make a difference to someone's life, including your own!

All employees should know the location of the fire extinguishers and how to use them.

E-mailing scanned documents for patrons

When a patron requests that a scanned document be mailed, send the document to the patron only, not to the destination e-mail.  If you send it directly to the destination e-mail, then any returning responses from the recipient will come back to you instead of the patron.  Sending it to the patron also accomplishes the task of putting the scanned document back into their hands where they can control its distribution.