Me Card Procedure and Training Templates

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Revision as of 14:56, 8 November 2013 by Eplils (Talk | contribs) (Sample procedures for existing reciprocal members)

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Sample training guide for front-line staff

EPL has put together a comprehensive guide for staff concerning helping customers with Me Card questions. You might consider the modifying the following to your library when training front-line staff.

[W]e can help our own customers sign up for cards with the other partner libraries without having to send the customer to the physical library. Note the following regarding the Me Card: Just like reciprocal borrower cards, there is no link between a user’s account in one library’s Sirsi system and the other libraries that user has joined. L-Pass users from the U of A or MacEwan are eligible for the Me Card Fort Saskatchewan and Strathcona County libraries share a single ILS/patron database. Thus, at this time, EPL users have the choice of joining St. Albert and the combined Fort Saskatchewan/Strathcona County system.

  1. Me Card holders can only use the electronic resources/databases of their home library system due to licensing restrictions.
  2. An email address is required to register using this service. If the customer's account does not have an email address listed, this process won’t work.
  3. Depending on which libraries users join, their PIN may be shortened. They will be notified at the time of registration if this occurs. This may affect our EPL users who join the other two systems.
  4. The Me Card web interface cannot currently handle lost cards. If the card number of a user at the home library is changed, the customer needs to manually update each other library with the new card number.
  5. Juveniles cannot register for Me Cards through the web interface, as parental consent is required to create accounts for these users. However, juveniles can be registered for a Me Card manually using their home library card and your local reciprocal borrower procedures.

The Me Card Process

The Me Card web service automates the data entry process for reciprocal borrowers from the Metro Federation libraries. The below procedures can be used either when helping a non-EPL Metro user register for an EPL card, or when aiding an EPL customer register for a card with any or all of the other Metro partners. To register a user for a Me Card:

  1. Navigate to melibraries.ca
  2. Enter the home library card number and PIN. If the user is not an EPL user and does not know their PIN, you may wish to help the customer call the home library to get this information.
  3. Once logged in, select the library/libraries the user wishes to register for.
  4. If the registration is successful, the customer can immediately use their home library card at any other library they have registered with.
  5. If the registration is not successful, and the user is an EPL user, ensure they have an email address on file. If not, add it, and try the registration process over again. If the registration is unsuccessful again, or if the user’s home library is not EPL, follow the manual instructions below to register the customer.

Sample training guide for manually registering Me Card customers

There may be times when a customer is unsuccessful at registering for a Me Card using the web service. If you’ve helped a customer use the melibraries.ca site and it was unsuccessful, or a customer reports to you that they were unsuccessful in registering through the melibraries.ca site on their own, you can still register the user for a Me Card manually. To register a non-EPL Metro customer for a Me Card manually:

  1. Ask for the home library card and proof of address.
  2. Phone the home library to verify that the card is not expired and is in good standing.
  3. If the card is in good standing, register the user for a card, using the home library card’s number and the profile EPL-METRO. Remember to change the default city from Edmonton # to the correct city:
  4. Give the new user a library bag, a program guide, and the new user brochure.

Me Cards have access to all the same resources as regular EPL cards, excepting our online resources.

Sample training guide for juvenile Me Card customers

The Me Card website allows only adult (18+) users to register, as juveniles require parental consent to activate their accounts with other Metro Federation libraries. However, juveniles are eligible for Me Cards provided they come to the library with their parent. The process to register a juvenile from a Metro partner library for a Me Card is virtually identical to our reciprocal borrower procedures. To register a juvenile for a Me Card:

  1. Ask the child/parent for their home library card and proof of address.
  2. Phone the home library to verify that the card is not expired and is in good standing.
  3. If the card is in good standing, register the user for a card, using the home library card’s number and the profile EPL-METROJ:
  4. Include the parent’s name in the C/O field and to change the default city from Edmonton to the correct city. The default expiry date for this card type is 1 year, which differs from the 2 year expiry date of resident juvenile cards.
  5. Give the new user a library bag, a program guide, and the new user brochure. Me Cards have access to all the same resources as regular EPL cards, excepting our online resources.

Sample procedures for existing reciprocal members

Residents of the other Metro libraries may already have a reciprocal borrower card with EPL, and may wish to retain their existing account as they may have Bibliocommons lists or current checkouts. The below instructions cover two possibilities: existing reciprocal customers who have not yet registered for a Me Card, and existing reciprocal customers who have registered for a Me Card and wish to merge the two accounts. If a Metro customer has an existing reciprocal borrower card, has not yet registered for a Me Card, and wishes to do so:

  1. Change the profile on their card to EPL-METRO.
  2. Use the Lost Card Wizard to replace the EPL card number (21221) with the home library card number.
  3. When it is time to renew the card, the user can use melibraries.ca to automate the renewal (meaning you don’t have to call the home library to check their standing).
  4. If a Metro customer has an existing reciprocal borrower card, has registered for a Me card, and wants to merge the two accounts: NOTE: only follow the below steps if the EPL-METRO card does not have current checkouts or holds. These items WILL NOT TRANSFER. Rather, the below steps will simply overwrite the existing EPL card with the user’s home library card number.
  5. Verify that the customer does have an existing reciprocal card in Workflows.
  6. Scan the home library card into the Modify User wizard. The account that is returned should have the profile EPL-METRO. Add an X to the end of the User ID:
  7. Change the profile on this card to EPL-CANCEL.
  8. Find the existing reciprocal card for this user (it will have the profile EPL-RECIP). Use the lost card wizard to replace this card number with the home library card number (ie. by scanning the user’s home library card).
  9. Change the profile on this card to EPL-METRO.

Useful scripts

Start Stop under Ubuntu

This script is used to start, stop and restart the metro server on my Ubuntu 12.04 metro server:

=== snip ===
#!/bin/bash
# Setup variables
EXEC=/usr/bin/jsvc
JAVA_HOME=/usr/lib/jvm/java-7-openjdk
CLASS_PATH="/home/ilsdev/metro/dist/lib/commons-daemon-1.0.15.jar":"/home/ilsdev/metro/dist/MeCard.jar"
WDPATH=/home/ilsdev/metro/logs
PID=$WDPATH/metro.pid
CLASS=mecard.MetroService
USER=ilsdev
LOG_OUT=$WDPATH/metro.out
LOG_ERR=$WDPATH/metro.err
# -c tells the service where the config files are located. Valid values are "" or "-c <path>".
#ARGS="-c ../"
ARGS="-c /home/ilsdev/metro/config"
do_exec()
{
   $EXEC -home "$JAVA_HOME" -cp $CLASS_PATH -user $USER -outfile $LOG_OUT -errfile $LOG_ERR -pidfile $PID $1 $CLASS $ARGS
}
case "$1" in
   start)
       do_exec
           ;;
   stop)
       do_exec "-stop"
           ;;
   restart)
       if [ -f "$PID" ]; then
           do_exec "-stop"
           do_exec
       else
           echo "service not running, will do nothing"
           exit 1
       fi
           ;;
    *)
        echo "usage: $0 {start|stop|restart}" >&2
        exit 3
        ;;
esac
=== snip ===


Automate alert and restart under Ubuntu

I use this script on my Ubuntu 12.04 metro server to let me know if the server has stopped, and if so, restart it:

=== snip ===
#!/usr/bin/env bash
addressees=anisbet@epl.ca
netstat -an | grep 2004 &> /dev/null
result=$?
if [ $result -gt 0 ]; then
        echo "[`date`] metro is down."
        echo "Metro server has stopped, restarting." | /usr/bin/mailx -s "Metro Server Outage"  $addressees
        /home/ilsdev/metro/service.sh start
fi
=== snip ===


Load a customer’s flat file on Unix Symphony system

=== snip ===
#!/usr/bin/bash
##################
#
# Loads customers manually.
# param: metro customer file.
#
#################
if [ $# -eq 0 ]
then
        echo "usage: $0 [flat_file]"
        exit
fi
if [ -e $1 ]
then
        echo "loading customer $1"
        cat $1 | loadflatuser -aA -bA -l"ADMIN|PCGUI-DISP" -mc -y"EPLMNA" -d
else
        echo "no such file."
fi
=== snip ===

Windows metro install script

=== snip ===
REM Installs (updates) Service (US) Metro.
c:\metro\windows\prunsrv.exe //US//Metro --Jvm=auto --Startup=auto --StartMode=jvm --Classpath=c:\metro\dist\MeCard.jar --StartClass=mecard.MetroService
--StartMethod=start ++StartParams=-c;c:\metro --StopMode=jvm --StopClass=mecard.MetroService --StopMethod=stop --LogPath=c:\metro\logs --LogLevel=Info
--LogPrefix=metro --StdOutput=c:\metro\logs\stdout.txt --StdError=c:\metro\logs\stderr.txt
=== snip ===

Windows metro startup script

=== snip ===
c:\metro\windows\prunsrv.exe //ES//Metro --Jvm=auto --Startup=auto --StartMode=jvm --Classpath=c:\metro\dist\MeCard.jar --StartClass=mecard.MetroService
--StartMethod=start ++StartParams=-c;c:\metro\ --StopMode=jvm --StopClass=mecard.MetroService --StopMethod=stop --LogPath=c:\metro\logs --LogLevel=Info
--LogPrefix=metro --StdOutput=c:\metro\logs\stdout.txt --StdError=c:\metro\logs\stderr.txt
=== snip ===

Windows metro shutdown script

=== snip ===
c:\metro\windows\prunsrv.exe //SS//Metro --Jvm=auto --Classpath=c:\metro\dist\MeCard.jar --StopMode=jvm --StopClass=mecard.MetroService --StopMethod=stop
=== snip ===