[minervacirc] Policy on Patron Record Creation

Cyndi Burne cyndi at topshamlibrary.org
Thu Nov 4 14:52:17 EDT 2010


Hello All,

As part of the Circulation Standards Committee's development of a best
practices manual the Minerva Executive Board asked that we include a policy
on the creation of a patron record.  Below you will find a slightly revised
edition of the existing policy.  Please read carefully and share with all
concerned parties.  The Executive board will discuss this policy at the
Minerva User's meeting in Topsham on November 17.

The Circulation Standards Committee welcomes comments or questions.    

Thank you   

Cyndi Burne
Assistant Director
Topsham Public Library
25 Foreside Road
Topsham ME, 04086
207 725-1727
cyndi at topshamlibrary.org


MINERVA Policy on Creating a Patron Record 
       	
Required Fields:
.	Full name, with middle initial, if applicable
.	Phone Number, with area code
.	Current mailing address

Prohibited:  Collection of Patron's Social Security Number

All Patron records must expire after one year.  Inactive patron records
should be purged from the system after five years, with the exception of
patrons with billed items on their record.

The only time a library may alter another library's patron's record is to
insert (UND)

*Libraries are strongly encouraged to explore Minerva for a preexisting
account before entering a patron.  The handling of this information is to be
decided at a local level.






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