Barring patrons

Barring Patrons
Anytime a library wishes to stop a user from being able to use a library card, their status may be manually set to Barred. Patrons may be Barred temporarily or more permanently.
This is different than a status of Delinquent, which indicates the patron has unpaid fines or overdue items, and is set by the system. A Delinquent patron may be blocked from checking out, depending on the total amount of unpaid fines. A Barred patron has been manually blocked from checking out.

Some examples of when patrons are set to Barred:
*Phone, email, or mail messages returned as invalid -- The account is barred until phone/email/address verified
*Oshkosh Public Library Online Library Application – The card is mailed to patron, but record is barred until photo ID, proof of birthdate, and proof of address brought in to Oshkosh Public Library Customer Service Desk
*Patron complained of others using card – The account is barred, and then unbarred to checkout and rebarred after checkout is complete
*Lost Cards – The account is deactivated through barring
*Duplicate Records – One record is selected by patron as active record, and the other is barred to deactivate the account. With a few exceptions (such as Teacher Cards) a user should have only one record in the system.
*Patron Deceased – The account is deactivated through barring


How to Bar a Patron:
*Click the Modify/Renew User Wizard
*Either scan patron card (if available) or search for patron through the User Search helper.
*Type in Last Name, first initial of First Name. Press the Search button or hit the Enter Key
*Locate patron in hitlist (verify with birthdate and phone number if necessary)
*Highlight patron and click “Modify User”
*In user record, click on “Privilege” tab.
*In “Status” dropdown box, click the arrow and select “Barred”. Enter your override.
*Click on “Extended Info” Tab.
*In “Comment” box, write a note explaining why the status was set to Barred.
*Notes will vary based on circumstances: see Deceased Patron and Duplicate User Record for two other examples.
*It is extremely important that you include the library’s initials in the Note (ex: OPL – Oshkosh Public Library), and be as detailed as possible, so that others can tell who placed the note in the record, and under what circumstances to unbar the card.

*Make other changes to user record as necessary (indicating Duplicate or Deceased, removing email addresses, etc).
*When finished, press Save to close the record.

To Unbar Patron:
*Click Modify/Renew User Wizard.
*Either scan patron card, or search for patron through the User Search helper.
*Type in Last Name, first initial of First Name. Press the Search button or hit the Enter Key
*Locate patron in hitlist (verify with birthdate and phone number if necessary)
*Highlight patron and click “Modify User”
*In user record, click on “Privilege” tab.
*In “Status” dropdown box, click the arrow and select “Okay”. Enter your override.
*Click on “Extended Info” tab.
*Remove any note in Comment box.
*Make other changes as necessary.
*When finished, press Save to close the user record.