[Evergreen-general] Quipu eCard experience

[John Amundson]

Hi, Josh!

We have had eCARD enabled in CW MARS since late last year.

------

I'm just curious how the setup process went and how the day to day usage
has been with it?

I was on the periphery through a lot of the setup. I'm sure Jason
Stephenson can talk to that a lot more. For my experience, I worked
directly with Quipu on testing, and it was a fairly smooth process with
good feedback.

Day-to-day usage has been great. It's been a very smooth process. We
haven't heard from libraries about issues. Patrons have been applying for
cards fairly regularly, and we haven't had any complaints.


Do you use it to create eCards or full access cards?

eCards, but the process creates "full" patron records in Evergreen, so the
account's permission group and barcode fields can be updated by
library staff if the patron wants to "upgrade" to a full card.


Do you make use of any of the add on verification features?

This is our verification process:

Patrons must pass both a name/address verification* check through a
third-party service as well as a duplicate** check against Evergreen. If
the patron fails either check, their registration will be denied, and the
patron will have to apply for a card in-person.

* The eCard vendor, Quipu, uses a third-party service to compare the
entered last name and address against the Post Office database. If it finds
a suitable match, the submission moves to duplicate checking in Evergreen.
If a match is not found, a message is displayed stating as much and lets
the patron know that they may still be able to sign up for a library card
in-person.

** If the name/address match is successful, the form is then compared
against all patron records in Evergreen. If this check finds a patron
record with matching name and year of birth, the check moves on to address.
If name, year of birth, and address all match, then the submission is
denied. The screen will display a message stating as much and asks the
patron to contact the library if they need help with their existing
account. If no match is found, then the submission moves forward and is
considered successful.


Do you use it for in-library patron registration?

Not currently, but we have discussed this a little internally. I
believe setting this up is fairly trivial. Quipu just needs to know IP
addresses so that cards can be assigned correctly.


Have you come up with a way to use it for account renewals... or have a
different method of streamlining renewals?

Our eCards are given a 2 year expiration date, which is the same as our
full cards. We haven't had eCARD long enough to know how the process will
go when the cards start to expire. Because they are just patron records in
Evergreen, though, the accounts can be updated just like any account.

Quipu is working on a product called eRENEW that we will be investigating.


John

John Amundson | Library Applications Supervisor | CW MARS

jamundson at cwmars.org | 508-755-3323 x322 <%28508%29%20755-3323>

https://www.cwmars.org

he/him/his <https://www.mypronouns.org/he-him>


On Fri, Apr 15, 2022 at 1:43 PM Josh Stompro via Evergreen-general <
evergreen-general at list.evergreen-ils.org> wrote:

> Hello, we are looking at implementing the Quipu eCard service.  I see that
> several large systems[1] have gone live with it and the integration code
> has been shared[2].
>
> I'm just curious how the setup process went and how the day to day usage
> has been with it?
>
> Do you use it to create eCards or full access cards?
>
> Do you make use of any of the add on verification features?
>
> Do you use it for in-library patron registration?
>
> Have you come up with a way to use it for account renewals... or have a
> different method of streamlining renewals?
>
> Thanks
> Josh
>
> 1 - PINES, King County Library System, C/W MARS
> 2 - https://bugs.launchpad.net/evergreen/+bug/1902937
> [image: Company logo]
> *Josh Stompro*
> IT Director
> stomproj at gsuite.larl.org | 218-233-3757 ext. 139 | 218-790-2110
> *Lake Agassiz Regional Library *
> 118 5th ST S
> Moorhead MN 56560
> www.larl.org
> *Our mission is to enrich lives and strengthen communities.*
> _______________________________________________
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>
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