An expired registration should not interfere with patron at home Evergreen use. Messages should be clear.

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A patron whose registration has expired should be able to renew library materials and place holds from home.  A message should let the patron know that these transactions went through but before checking out more items, they would need to update their registration. 

Category

Status: 
Under review

Comments

Re: An expired registration should not interfere with patron ...

I agree. That said this is partly a statement about policy, and partly a statement about software. To make it statements just about software:

- Evergreen should have an option for whether or not an expired card blocks renewals

- Evergreen should have an option for whether or not an expired card blocks holds

- Evegreen should have an option for a configurable message to display to logged in users when their card has expired.

 

These options may already exist, but if they do not they would be most welcome.

Re: An expired registration should not interfere with patron ...

I support this update. Card expirations are for the efficiency of the library staff to update patron information, and can be resolved during check out. Patron access from home online should not be contingent on an arbitrary expiration date, when in most cases their account is in good standing and this is nothing more than a routine informational update. And it results in extra staff time to handle a confused, possibly frustrated, patron. I think an expired registration should not interfere with a patron's ability to use their account online from home.

Re: An expired registration should not interfere with patron ...

Moderator

There is an option to allow patrons with an expired card to place holds. However, as far as I can tell, there is no option allowing patrons with expired accounts to renew materials. 

As far as configurable messages, there is a message that displays when a patron with an expired account first logs into the catalog. The default message says 'Your library card expired on mm/dd/yyyy. Please contact a librarian to resolve this issue." Consortium staff could change this message for all libraries, but it cannot be changed on a library-by-library basis.

However, I think the issue with configurable messages is what displays when a patron with an expired card renews or places a hold. Right now, if the setting is enabled allowing these patrons to place a hold, they just get the standard hold success message. It sounds like we're looking for something that will inform the user that they need to update their account when they pick up the hold. 

Re: An expired registration should not interfere with patron ...

The option to renew is really important to implelment!  The patron is trying to do the right thing and renew on time, often in response to an email reminder.   It is not their fault they've expired.  It never makes sense to patrons that they cannot renew when they've expired.  And yes--a message FOLLOWING  the successful transaction (of placing a hold and renewing) is what I meant in my idea, regardless of the initial message the patron sees. --Amy Anaya

Re: An expired registration should not interfere with patron ...

Moderator

I'm just adding some comments based on a discussion I just had regarding expired accounts. It would be great if default messages approached this situation not as an expired account, but as a reminder to verify contact information with the library. I don't think most patrons understand why their library account needs to expire, but they certainly can understand why a library must verify an address and phone number. If we don't tie their hands when performing self-service functions, there is no reason they need to know that the system considers it an 'expired account.'