Accounts

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Accommodation user profiles

Information about accommodation patron types, which provide options for patrons who may need something other than the standard patron type.

Account credit, how to pay

How to use a refund credit to pay bills. Keywords: refund bills, charges, fees, types of payment, account credit, credit on account

Account Management services

All Account Management services are done by the Contact Center at 503.988.5123 or contactcenter@multco.us.

Administrative library accounts

Library employees or work groups may create Administration - Materials use by Staff library accounts to use for library work purposes only

Agency/building/Symphony/patron/location codes

Each location in our system has codes, based on our agencies, buildings, and Symphony that track items, patrons, and locations. keywords: library codes, acronyms, letters, abbreviations.

Alerts and Notes, Comments and History

Information about alerts, notes, comments and history. Keywords: Blocks, messages, notifications, user standings

Alternate name field in Symphony

How to add an alternative name on a patron's account. Keywords: alt_name, name on ID, name on identification, other names, alternate name

Automated telephone system

Automated renewal and account information over the phone.

Automatic renewal

Information about materials renewing automatically. Keywords: renew, renewal, autorenew, auto renew, auto-renew, automatic renewals

Bankruptcy Notices

Procedure when patron declares bankruptcy

Bill payments in Symphony

This page explains how to use the Paying Bills wizard to process payments in Symphony. Keywords: bills, fees, fines, charges, paying, payments

Bills

Patron and library financial transactions, including how bills work, bill reasons, payment reasons, and how to document oddities.

Cancelled/inactive holds, view and replace

How to locate cancelled holds and replace them in Symphony. Keywords: inactive holds, hold expired, lost holds, missing holds, replacing holds

Change Item Specific hold to Copy Returned Soonest

How to change item specific (Copy Hold) to copy returned soonest (Title Hold).

Change priority (place in hold queue)

How to move the Patron to the top of the hold queue. Keywords: Change priority, hold list

Check for duplicate user

This page shows you how to check for a duplicate user when creating a new account and what happens when you click the duplicate user button.

Check out

This page provides information and instructions on how to check out materials to patrons.

Checkout limits

Checkout limits for physical items and ebooks.

Chromebook/Laptop Kiosks

Laptop Kiosk, Chromebook Kiosk, how to check out and return with the kiosk, troubleshoot, what to do if they are missing at closing.

Claims returned

When a patron has an item checked out that they report returning. Keywords: claims returned, patron says returned, inactive checkouts

Clearing/Waiving Fees

Clearing fees/bills from patron accounts (Previously: Waiving Charges)

Closures: community emergencies and short-term library closures

How staff can help patrons during short-term closures and when there are community emergencies, like inclement weather. keywords - fire, weather, emergency, closure

Confidentiality of library records — staff procedures

Patron records my only be accessed by authorized people.

Confidentiality of patron records -- staff procedures, application

How authorized people can access patron record information.

Confidentiality of patron records -- staff procedures, examples

Examples of helping patrons with common confidentiality situations.

Confidentiality of patron records — staff procedures, policy

Confidentiality of patron records — staff procedures, policy. account holder, library cards, card numbers, PIN/password, privacy, barcode on phone

Confidentiality of patron records — staff procedures, rationale

Why the library has confidentiality policies and procedures.

Confidentiality of patron records — staff procedures, unauthorized access

What to do if a patron cannot give 2-3 pieces of identifying personal information or a person only wants personal information from an account.

Confidentiality quick facts

Brief highlights of confidentiality practices.

Contact information for Library Connect accounts

Contact information for staff, educators and students

Copy User Wizard

When you are creating user records for multiple patrons who have the same address and other info the Copy User Wizard speeds up the process and prevents Symphony freezing while creating the records.

Credit/debit card machine

Help patrons pay charges with credit/debit cards and some smartphone apps in the library.

Current Checkouts in Symphony, printing

This page describes the steps to print a patron's current check outs.

Deceased patrons

What to do when a patron is deceased.

Default values by item type

If an item record does not have a price, use the default price for that item type.

Due Dates, modify

How to change (modify) a due date for items in Symphony.

Duplicate patron records

What to do when a patron has more than one active library record. Duplicate records should be deleted, leaving one active account per patron. N/A for staff administrative cards, EDU and LOS cards.

Educator accounts

Educator library accounts are available to teachers and other educators who support learning in the community. Keywords educator, educator card, edu, edu card

Excluded patrons

How to find out if a patron is excluded, when they are welcome back and re-activate a formally excluded patron account.

Extended info

This page describes what information can be found on the Extended info tab and how it can be modified.

Fee card, renew

How to renew a fee card, PAID_CARD, PAID_A

Fee registration cards

How to purchase a library card if you live outside the free area. Keywords: paid card, fee card

Fees

What fees does the library charge patrons? What fees do we no longer charge? Snag, collection agency, print, copy, mailed hold

Fees, online payments

Patrons may pay fees online. Keywords: fees, bills, payment

Foster families

How to help foster families create accounts and use the library.

Free service area

Who is in the free service area, what areas are considered reciprocal, and what to do if someone isn't in the free service area. Keywords: MIX, reciprocal, metro area, county

Glossary

The patron record glossary shows information about the account, such as the last activity date and the number of claims returned items. Keywords: last activity, claims returned, expiration

Hold pickup date, extend

When patrons aren’t able to pick up their hold within the one week time frame, we can extend patrons' hold pickup date by one week.

Hold pickup location, change

Change location of a hold. Keywords: modify hold, change pickup

Hold privacy

This page says what to do when a patron wants more hold privacy than the partial last name and last four digits of the library card.

Holds

An overview at all things that have to do with Holds. Keywords: hold slips place holds, change priority, damaged holds, cancelled holds, change pick-up location, suspend and replace holds

Holds in My MCL, view or edit

After placing holds, patrons can login to My MCL to view and edit their holds

Holds picked up by another person

How to cancel holds picked up by another person

Holds, books by mail

How to select ship/mail and have holds mailed to patrons. Keywords: shipped hold not received, missing mailed item, Books by mail

Holds, how to place in Symphony

How to place holds in Symphony

Holds, picking up for another patron

How to help patrons pick up holds for other people. What to do if they have the patron information and what to do if they do not have the patron information. How to cancel holds.

Home Delivery library accounts (formerly LOS)

Patrons who are unable to come to the library, but want to have library service, may be referred to Library Outreach Services at 503-988-5404.

Identification requirements

Identification requirements for getting a library card. Keywords: ID, license, photo ID, library card application, parent or guardian

Inactive bills, checkouts and holds

Inactive patron record information: holds, checkouts, and bills.

Interlibrary loan (ILL)

Information about materials borrowed from other libraries. Keywords: ILL, inter-library, requests

Internet guest pass

Link to Internet guest pass procedure in the Circulation Manual

ITEM database error message

What to do if you see the ITEM Database error message pop up in Symphony. Broken Holds

Item not in catalog/Symphony/system/computer

What to do when you look for an item in Symphony and the item is not found. Keywords: Check In error message, NOC, NIC, not in catalog, not in system, not in Symphony, exceptions bin

Laptops/Chromebooks

We offer small Chromebooks to patrons for internet access. Keyword:Laptop, Chromebook, Internet.

Library barcodes, replicating

Procedures for duplicating a library barcode for a patron who wants to keep their barcode number from a broken or worn-out card.

Library card numbers, printing

How to print the patron's library card number using Notepad

Library card staff form

Creates a library card account in Symphony

Library cards found or turned in to the library

What to do with a card turned in to or found in the library.

Library cards lost outside of the library

What to do if a caller or patron finds a library card outside of the library.

Library cards reported lost or stolen

Card must be blocked if patron is not immediately receiving replacement.

Library cards, replacing

How to replace the library card number in a patron's account.

Loan periods

The standard loan period is 21 days, but may vary by user and item type.

Lucky Day collection

Lucky Day items allow patrons to check out high-demand items without waiting on long holds lists. Keywords: shared collections, Lucky Day search, overflow

Mail returns, undelivered notices, and incorrect contact information

Procedures for mail returns, incorrect contact information, and address updates. Keyword: Forwarding address, No address, undelivered, Address update.

Missing items - check out to MISSING user

Items that can’t be found in their expected location are checked out to a user account called “MISSING”.

Mobile Staff app: Basic operation

This page shows how to login to Mobile staff and set it up for you and your location. Keywords: staff app, mobile app for staff, bluecloud mobile staff, bluecloud app for staff

Mobile Staff app: Check out

This Circulation Manual page shows how to use check out features in the Mobile Staff app.

Mobile Staff app: Modify user

Use Modify User on the Mobile Staff App to update Patron passwords, address, name, phone number, email

Modify bills

Modify bills/fees, change and add a bill/fee. Keywords: waive correction, bill correction, clear correction, fee correction

My Discovery Pass

Circ manual entry for My Discovery Pass which provides patrons instant online access to free tickets to local cultural venues

My MCL account settings

Instructions on how to make account changes on My MCL. How to change password, privacy, holds pick up location, change your email, display language and username.

Name fields

How to enter the name(s) the patron goes by as well as name on ID (if it differs) on patron records. Used when creating a new account, or keeping an account updated to reflect changes.

Never checked out

What to do when an item is checked out on a patron's account, and they say they never had it.

Notice schedule

The schedule of library notices.  Keywords: notice, schedule, timetable, overdue and notice timetable

Notices

Information about notices the library sends to patrons to inform them of checkouts, holds, due dates, snags, etc. Keywords: Email, text, phone, mail, overdues, lost items, announcements, not receiving

Offline circ

How to use Symphony offline circulation and self-checkout stations during migration and when regular Symphony is not available. Keywords: offline circ, Symphony outage, Symphony down, Symphony Web

Operations staff holds

By selecting Admin as the pick-up point for my Hold I agree to the following:I will only receive holds on my card, not on family or friend's cards.  If my account is in...

OverDrive/Libby

This page provides a brief explanation of how patrons can access OverDrive and includes helpful information and links for problem solving access issues. Keywords: Ebooks, e-books, digital resources

Passport Program

The Passport Program allows library cardholders of participating Oregon libraries(link is external) to get a Multnomah County Library card.

Patron account and service options

Some patrons may have difficulty using the library: library card requirements (name, address, or ID), fees, address confidentiality, foster families, resource counselors

Patron Accounts, deleting

How to delete a patron's account. Keyword: Delete, Deceased, Deactivate, Duplicate, Erase.

Patron hold lists, printing

This page will help staff with how to print a list of holds for patrons when they need help finding their hold on the shelf.

Patron records, Modify User

Updates to identifying information in a patron's account, including name, email address, telephone number, and address. Text messaging and patron type may also be updated using the Modify User wizard.

Patron records, User Search

Procedure for using the User Search helper to look up patrons by Name, User ID (i.e. library card number/barcode), Birth Date, Phone, Email, and more.

Patron records/accounts, entering

How to register a new patron. How to format and enter patron information. Address information.

Patron registration — staff form instructions

This page describes how staff register a patron using the registration form on Commons.

Patron responsibility for use of multimedia discs in personal equipment

The library offers multimedia disc items, including Blu-rays, DVDs, and CDs, for use at patrons' discretion and does not assume any responsibility for damages

Patrons not receiving notices

How to resolve problems when patrons are not getting notices. Additional keywords: Email, e-mail, text, spam

Patrons outside the free service area

How to figure out if your patron is in the free service area and what to do if they are outside the free service area.

Patrons without address or identification

How to help patrons who may not have an address or photo ID.

Perfect Patron / Pat Perfect

An example of how a patron record should be entered. The perfect patron.

Picture clippings

How to circulation items from the picture clipping file at Central Library.

PINs/Passwords

Guidelines for patron PINs/passwords: character limits, creating, updating, resetting, etc.

Position in queue, number of holds and copies

How to see a patron's position in the hold queue, plus the number of holds and the number of circulating copies.

Program codes

Program codes are used when cards are created at outreach events or services.

Records retention - patron and item records

How long patron and item records are kept in Symphony. Keywords: inactive accounts, inactive checkouts, inactive holds, Missing, shred, shredding

Refunds

How to process refunds in Symphony. No more processing fees!

Refunds, practice on Sharp 330

Cash register Training Mode for the Sharp model 330It is possible to practice the refund process on the cash register in order to become familiar with the steps. Practice with the cash...

Refunds, practice on Sharp 410

Cash register Training Mode for the Sharp model 410It is possible to practice the refund process on the cash register in order to become familiar with the steps. Practice with the cash...

Registration

Procedures regarding issuing library cards

Registration forms -- WSYL, large print and English

This page contains links to printable registrations forms -- WSYL, large print and English.

Renewals

How to renew items.

Request for Information

Follow this procedure if you are asked for library records by a law enforcement officer.

Self-checkout stations

Self-checkout stations use RFID technology to check materials out of the library. In addition, patrons may view a list of items previously checked out, renew items, view and cancel holds, and bills.

Staff use of personal library accounts

How library staff should use their personal library cards to comply with ethics laws and standards.

Staff use of Symphony, the Integrated Library System (ILS)

How staff should use Symphony, the Integrated Library System (ILS) to protect patron privacy, library data, and to comply with ethics laws and standards.

Staff, volunteers and the free service area

Library employees and active volunteers will receive a library card for personal use free of charge even if their residence is outside Multnomah County or the free service area

Symphony display, customizing

You can change the font size and color scheme of the Symphony display.

Symphony is down

This page includes the steps you should take when Symphony is not working on any computers at a branch. Keywords: offline circ, Symphony outage, Symphony web

Symphony Web

This page describes how to use the Symphony Web Interface.

Symphony, change staff location

Staff logins are assigned a default home location, and staff may update the location as needed. Keywords: home location, default location, library location, initials, credentials, home library, login

Symphony, logging in

Things to check when logging in to Symphony Workflows. Keyword: Username, configuration, work station, start up, desktop.

Symphony, overrides

Overrides are needed to enter/change a PIN, when an account needs updating, when an account has bills over the limit, etc.

Taxpayer cards

Individuals living outside free service area but paying Multnomah County property taxes may have free library service for themselves and their household

Telephone renewal service

This page describes how patrons can renew items by phone.

Text notices

This page describes how Shoutbomb works and how staff can support patrons who opt to receive text notices.

The cash register

How to use, order supplies, call for repairs, and update the cash register.

User ID Manager

This circulation manual page is to provide more in-depth instructions on using the User ID Manager Helper.

User Profiles/patron types

Information about different Profile Names, including accommodation types. Procedure on how to change a Profile Name. (Previously: Patron Types)

User Standing/Status

OK/OKAY, Mention, Blocked, and Collections