<div dir="ltr"><div class="gmail_default" style="font-family:arial,helvetica,sans-serif;font-size:small;color:#000000">Hi, Josh!</div><div class="gmail_default" style="font-family:arial,helvetica,sans-serif;font-size:small;color:#000000"><br></div><div class="gmail_default" style="font-family:arial,helvetica,sans-serif;font-size:small;color:#000000">We have had eCARD enabled in CW MARS since late last year.</div><div class="gmail_default" style="font-family:arial,helvetica,sans-serif;font-size:small;color:#000000"><br></div><div class="gmail_default" style="font-family:arial,helvetica,sans-serif;font-size:small;color:#000000">------</div><div class="gmail_default" style="font-family:arial,helvetica,sans-serif;font-size:small;color:#000000"><br></div><div class="gmail_default" style="font-family:arial,helvetica,sans-serif;font-size:small;color:#000000">I'm just curious how the setup process went and how the day to day usage has been with it?</div><div class="gmail_default" style="font-family:arial,helvetica,sans-serif;font-size:small;color:#000000"><br></div><blockquote style="margin:0 0 0 40px;border:none;padding:0px"><div class="gmail_default" style="font-family:arial,helvetica,sans-serif;font-size:small;color:#000000"><blockquote style="margin:0 0 0 40px;border:none;padding:0px"><div class="gmail_default" style="font-family:arial,helvetica,sans-serif;font-size:small;color:#000000">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. </div><div class="gmail_default" style="font-family:arial,helvetica,sans-serif;font-size:small;color:#000000"><br></div></blockquote></div></blockquote><blockquote style="margin:0 0 0 40px;border:none;padding:0px"><div class="gmail_default" style="font-family:arial,helvetica,sans-serif;font-size:small;color:#000000"><blockquote style="margin:0 0 0 40px;border:none;padding:0px"><div class="gmail_default" style="font-family:arial,helvetica,sans-serif;font-size:small;color:#000000">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.</div></blockquote></div></blockquote><div class="gmail_default" style="font-family:arial,helvetica,sans-serif;font-size:small;color:#000000"><br>Do you use it to create eCards or full access cards?</div><div class="gmail_default" style="font-family:arial,helvetica,sans-serif;font-size:small;color:#000000"><br></div><div class="gmail_default" style="font-family:arial,helvetica,sans-serif;font-size:small;color:#000000"><blockquote style="margin:0 0 0 40px;border:none;padding:0px"><div class="gmail_default" style="font-family:arial,helvetica,sans-serif;font-size:small;color:#000000">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.</div></blockquote><br>Do you make use of any of the add on verification features?</div><div class="gmail_default" style="font-family:arial,helvetica,sans-serif;font-size:small;color:#000000"><br></div><div class="gmail_default" style="font-family:arial,helvetica,sans-serif;font-size:small;color:#000000"><blockquote style="margin:0 0 0 40px;border:none;padding:0px"><div class="gmail_default" style="font-family:arial,helvetica,sans-serif;font-size:small;color:#000000">This is our verification process:</div><div class="gmail_default" style="font-family:arial,helvetica,sans-serif;font-size:small;color:#000000"><br></div><div class="gmail_default" style="font-family:arial,helvetica,sans-serif;font-size:small;color:#000000"><p dir="ltr" style="box-sizing:border-box;font-variant-ligatures:none;margin:12px 0px 0px;outline:none;text-decoration-line:inherit;color:rgb(33,33,33);font-size:11pt;font-family:Merriweather,serif;line-height:1.6667;white-space:pre-wrap"><span style="box-sizing:border-box;font-variant-ligatures:normal;font-variant-numeric:normal;font-variant-east-asian:normal">Patrons must pass both a name/address verification</span>*<span style="box-sizing:border-box;font-variant-ligatures:normal;font-variant-numeric:normal;font-variant-east-asian:normal"> check through a third-party service as well as a </span><span style="box-sizing:border-box;font-variant-ligatures:normal;font-variant-numeric:normal;font-variant-east-asian:normal">duplicate** check against Evergreen</span><span style="box-sizing:border-box;font-variant-ligatures:normal;font-variant-numeric:normal;font-variant-east-asian:normal">. If the patron fails either check, their registration will be denied, and the patron will have to apply for a card in-person.</span></p><p dir="ltr" style="box-sizing:border-box;font-variant-ligatures:none;margin:12px 0px 0px 45pt;outline:none;text-decoration-line:inherit;color:rgb(33,33,33);font-size:11pt;font-family:Merriweather,serif;line-height:1.6667;white-space:pre-wrap;padding-left:0px">* 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.</p><p dir="ltr" style="box-sizing:border-box;font-variant-ligatures:none;margin:12px 0px 0px 45pt;outline:none;text-decoration-line:inherit;color:rgb(33,33,33);font-size:11pt;font-family:Merriweather,serif;line-height:1.6667;white-space:pre-wrap;padding-left:0px">** 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.</p></div></blockquote><br>Do you use it for in-library patron registration?</div><div class="gmail_default" style="font-family:arial,helvetica,sans-serif;font-size:small;color:#000000"><br></div><div class="gmail_default" style="font-family:arial,helvetica,sans-serif;font-size:small;color:#000000"><blockquote style="margin:0 0 0 40px;border:none;padding:0px"><div class="gmail_default" style="font-family:arial,helvetica,sans-serif;font-size:small;color:#000000">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.</div></blockquote><br>Have you come up with a way to use it for account renewals... or have a different method of streamlining renewals?<br></div><div class="gmail_default" style="font-family:arial,helvetica,sans-serif;font-size:small;color:#000000"><br></div><div class="gmail_default" style="font-family:arial,helvetica,sans-serif;font-size:small;color:#000000"><blockquote style="margin:0 0 0 40px;border:none;padding:0px"><div class="gmail_default" style="font-family:arial,helvetica,sans-serif;font-size:small;color:#000000">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.</div><div class="gmail_default" style="font-family:arial,helvetica,sans-serif;font-size:small;color:#000000"><br></div></blockquote><blockquote style="margin:0 0 0 40px;border:none;padding:0px"><div class="gmail_default" style="font-family:arial,helvetica,sans-serif;font-size:small;color:#000000">Quipu is working on a product called eRENEW that we will be investigating.</div></blockquote></div><div class="gmail_default" style="font-family:arial,helvetica,sans-serif;font-size:small;color:#000000"><br></div><div class="gmail_default" style="font-family:arial,helvetica,sans-serif;font-size:small;color:#000000">John</div><div><div dir="ltr" data-smartmail="gmail_signature"><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><table style="color:rgb(80,0,80);font-size:12.8px;border:none;border-collapse:collapse"><tbody><tr style="height:0pt"><td style="border-right:0.5pt solid rgb(0,0,0);vertical-align:top;padding:5pt"><p><img src="https://docs.google.com/uc?export=download&id=1xv3zj4-WEOzHMBgGFrEKewtklybPaZdX&revid=0B24YDjiYdnqFVEVlQ1ZRbGJSWCt0MmU1cWtTNGpkMWlvYXE0PQ" width="96" height="63"></p></td><td style="border-left:0.5pt solid rgb(0,0,0);vertical-align:top;padding:5pt"><p dir="ltr" style="line-height:1.9872;margin-top:0pt;margin-bottom:0pt"><span style="font-size:10pt;font-family:Verdana;color:rgb(0,0,0);background-color:transparent;vertical-align:baseline;white-space:pre-wrap">John Amundson | Library Applications Supervisor | CW MARS</span></p><p dir="ltr" style="line-height:1.9872;margin-top:0pt;margin-bottom:0pt"><span style="font-size:10pt;font-family:Verdana;vertical-align:baseline;white-space:pre-wrap;background-color:transparent"><font color="#000000"><a href="mailto:jamundson@cwmars.org" target="_blank">jamundson@cwmars.org</a> | <a href="tel:%28508%29%20755-3323" target="_blank">508-755-3323 x322</a></font></span></p><p dir="ltr" style="line-height:1.9872;margin-top:0pt;margin-bottom:0pt"><span style="font-size:10pt;font-family:Verdana;vertical-align:baseline;white-space:pre-wrap;background-color:transparent"><font color="#000000"><a href="https://www.cwmars.org/" target="_blank">https://www.cwmars.org</a></font></span></p><p dir="ltr" style="line-height:1.9872;margin-top:0pt;margin-bottom:0pt"><span style="font-size:10pt;font-family:Verdana;vertical-align:baseline;white-space:pre-wrap;background-color:transparent"><a href="https://www.mypronouns.org/he-him" target="_blank">he/him/his</a></span></p></td></tr></tbody></table></div></div></div></div></div></div></div></div></div></div></div></div></div></div><a href="http:///" target="_blank"></a></div></div></div></div></div></div></div><br></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Fri, Apr 15, 2022 at 1:43 PM Josh Stompro via Evergreen-general <<a href="mailto:evergreen-general@list.evergreen-ils.org" target="_blank">evergreen-general@list.evergreen-ils.org</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex"><div dir="ltr">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].<div><br></div><div>I'm just curious how the setup process went and how the day to day usage has been with it?</div><div><br></div><div>Do you use it to create eCards or full access cards?</div><div><br></div><div>Do you make use of any of the add on verification features?</div><div><br></div><div>Do you use it for in-library patron registration?</div><div><br></div><div>Have you come up with a way to use it for account renewals... or have a different method of streamlining renewals?</div><div><br></div><div>Thanks</div><div>Josh</div><div><br></div><div>1 - PINES, King County Library System, <span style="color:rgb(0,0,0)">C/W MARS</span></div><div>2 - <a href="https://bugs.launchpad.net/evergreen/+bug/1902937" target="_blank">https://bugs.launchpad.net/evergreen/+bug/1902937</a><br><div><div><div dir="ltr"><div dir="ltr"><table style="padding:0px;margin:10px 0px;border:none"><tbody><tr><td style="vertical-align:middle;padding:0px 7px 0px 0px"><img alt="Company logo" height="107" src="https://storage.googleapis.com/signaturesatori/customer-C039u5c5y/images/7DIM6.png" width="125"></td><td style="border-left:3px solid rgb(232,232,232);padding:7px 0px 0px 10px">
<div style="font-family:arial,helvetica,sans-serif;font-size:14px;line-height:17px;font-weight:bold;color:rgb(238,142,22)"><span style="color:rgb(0,0,0)"><strong>Josh Stompro</strong></span></div>
<div style="font-family:arial,helvetica,sans-serif;font-size:12px;line-height:14px;font-weight:normal;color:rgb(0,0,0);margin-bottom:10px">IT Director<br>
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