[Evergreen-general] Old Barcode/Username Change

Thu Jan 27 12:08:50 EST 2022

I've just caught the tail end of this discussion so I'm not sure if our solution is pertinent to this issue.  We use patron's barcode as their authentication for all on-line/digital usage including Overdrive.  When we issue a replacement card for a lost or damaged one, we always ask if the patron uses the digital library. If the answer is yes, then we have a couple of staff members (it's not something everyone is authorized to do) who log into Overdrive support and merge the old and new records.  This gives patron access to any holds on the card that was just deactivated with issuance of a new card.

[cid:1ebd6c89-2a99-4ea4-bb84-4730fe27a685]

Cheryl Middleton

She/Her

Branch Manager/Librarian

Buncombe County Public Libraries

Oakley/South Asheville Branch Library

749 Fairview Road, Asheville, NC 28803

 p. (828) 250-4754

Respect. Honesty. Integrity. Collaboration. Equity

________________________________
From: Evergreen-general <evergreen-general-bounces at list.evergreen-ils.org> on behalf of Diane Disbro via Evergreen-general <evergreen-general at list.evergreen-ils.org>
Sent: Thursday, January 27, 2022 11:57 AM
To: Jessica Woolford <jwoolford at biblio.org>
Cc: Evergreen Discussion Group <evergreen-general at list.evergreen-ils.org>
Subject: Re: [Evergreen-general] Old Barcode/Username Change

There's the key. Both the old and new barcodes need to be active. We don't like patrons to have two active barcodes.

Diane Disbro
Pronouns: she/her
Circulation Coordinator
Scenic Regional Library
251 Union Plaza Drive
Union, MO 63084
(636) 583-0652 ext  110
ddisbro at scenicregional.org<mailto:ddisbro at scenicregional.org>

On Thu, Jan 27, 2022 at 10:52 AM Jessica Woolford <jwoolford at biblio.org<mailto:jwoolford at biblio.org>> wrote:
Just want to offer some clarification. Before Bibliomation's upgrade to 3.6.5, if a patron's username matched their inactive barcode, they could still log into the OPAC, but the old barcode wouldn't work even though it was their username (I think because of this bug: https://bugs.launchpad.net/evergreen/+bug/1255561). After the upgrade, if their username was an old inactive barcode, they could not login at all in the TPAC version of the OPAC, even with their new barcode. We tested this on a test system we have running the Bootstrap OPAC, and the behavior is the same as it was in TPAC prior to our upgrade (they could log in with the new barcode but not the old one). Some community members generously tested this on TPAC running a later version, but were not able to replicate what we were seeing. So, we need to make sure there isn't some customization or unique configuration we're running that's causing this, but since we're going to be transitioning to Bootstrap eventually anyway and it's not a problem there, we felt a short term solution might be best. So, we wrote some SQL to update usernames of the affected patrons to their new barcodes.

Our consortium only uses barcodes to authenticate to OverDrive, so they still would have had a problem logging into that service. We have learned that some of our libraries just leave the old barcode as active so they can continue to use it for OverDrive. The other option is that you can merge user IDs in OverDrive Marketplace (video on this here: https://resources.overdrive.com/merging-user-ids/).

On Thu, Jan 27, 2022 at 11:12 AM Diane Disbro via Evergreen-general <evergreen-general at list.evergreen-ils.org<mailto:evergreen-general at list.evergreen-ils.org>> wrote:
And I appreciate the opportunity to ask questions about this! Some of our patrons don't want to replace lost cards because they have set up accounts with OverDrive and don't want to have to start over. If they DON'T need to start over, we can tell them to continue to use their old number for their username.

Diane Disbro
Pronouns: she/her
Circulation Coordinator
Scenic Regional Library
251 Union Plaza Drive
Union, MO 63084
(636) 583-0652 ext  110
ddisbro at scenicregional.org<mailto:ddisbro at scenicregional.org>

On Thu, Jan 27, 2022 at 10:06 AM Dawn Dale via Evergreen-general <evergreen-general at list.evergreen-ils.org<mailto:evergreen-general at list.evergreen-ils.org>> wrote:
No worries!

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Dawn Dale, PINES Services Specialist - Circulation

________________________________

Georgia Public Library Service

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(404) 291-2800, ddale at georgialibraries.org<mailto:ddale at georgialibraries.org>

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On Thu, Jan 27, 2022 at 11:04 AM Gina Monti <gmonti at biblio.org<mailto:gmonti at biblio.org>> wrote:
Sorry, all on the Evergreen discussion page!  I sent this to the wrong email list-please disregard.

It's supposed to go to our consortium's Evergreen list.  This is a Bibliomation situation we're fixing.

On Thu, Jan 27, 2022 at 11:01 AM Dawn Dale <ddale at georgialibraries.org<mailto:ddale at georgialibraries.org>> wrote:
Hi Gina,

We have seen some of this as well though I don't have any specific example to share with you. I was going to open a bug but if you want to do that I will add heat.

[https://lh5.googleusercontent.com/mSld-3jhgZRTV01xOECeXYFqhDyGcWkWKx8KwxpkQR8KPu12ZpGzpy5RooEgYKrsUSXvD6OUrarr3hn3_HyDJjlHjFwHLN10uojAw_fvFmTWIhb_34EYoHo7eEmhHGK76iOa62s7]

Dawn Dale, PINES Services Specialist - Circulation

________________________________

Georgia Public Library Service

2872 Woodcock Blvd, Suite 250 | Atlanta, GA 30341

(404) 291-2800, ddale at georgialibraries.org<mailto:ddale at georgialibraries.org>

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On Thu, Jan 27, 2022 at 10:37 AM Gina Monti via Evergreen-general <evergreen-general at list.evergreen-ils.org<mailto:evergreen-general at list.evergreen-ils.org>> wrote:
Hello Everyone,

We contacted library directors individually on Friday with information on the issue some patrons were experiencing logging in through the OPAC.  In short, older barcodes that were saved as their usernames needed to be changed to their current barcode in order to gain access.  Today we have globally changed all the affected patrons to have their usernames reflect their current barcode.

We produced shared buckets for each library to keep track of the affected patrons for your records.  If you would like your shared bucket ID, please email me off list.

Thank you most of all for your patience during this situation.  A reminder that when you are replacing a barcode, please replace the username if the username isn't set to a unique field that the patron requested.

--
Gina Monti
Evergreen Systems Specialist
Bibliomation, Inc.
(203) 577-4070 ext. 109
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--
Gina Monti
Evergreen Systems Specialist
Bibliomation, Inc.
(203) 577-4070 ext. 109
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--
Jessica Woolford
Evergreen Systems Manager
Bibliomation, Inc.
24 Wooster Ave.
Waterbury, CT 06708
203-577-4070 ext. 105

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