Preferred Name prompt

[Xochil Arellano]

Hi,

Does anyone add "Preferred Name" when making library cards? If so, is it a prompt in Sierra or just added as a note?

Thank you,

Xochil Arellano

[Kristin Farr]

JCPL does. It is a separate/additional field in Sierra which we use to populate automated notices and holds slips, so the patron is addressed as they prefer.

KRISTIN FARR

Patron Experience Coordinator | Patron Experience: Design

o: 303.403.5275 | kristi...@jeffcolibrary.org

She/Her/Hers

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From: cl...@googlegroups.com <cl...@googlegroups.com> on behalf of Xochil Arellano <xoch...@gmail.com>
Sent: Thursday, August 17, 2023 2:38:07 PM
To: cl...@googlegroups.com <cl...@googlegroups.com>
Subject: [EXTERNAL] Preferred Name prompt

 

Hi, Does anyone add "Preferred Name" when making library cards? If so, is it a prompt in Sierra or just added as a note? Thank you, Xochil Arellano -- --- You received this message because you are subscribed to the Google Groups "CLCN

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[Xochil Arellano]

Hi Kristin,

Thanks for the response. So their preferred name will appear on anything Sierra has access to - self checks, holdshelf, databases, mailed communication, etc? Do you have staff explain that the preferred name will appear on all documents for transparency purposes?

Xochil

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[Jennifer Hoffman]

DPL's Polaris patron registration also allows us to honor the name a customer actually goes by in addition to capturing the name on their ID (as that is how we would look them up in future if they visit without their card).  The name they go by appears in their My Account, email notices, on hold slips (in masked format) etc.  If the customer wants their legal name used on phone notifications and any mailings (we only mail final bill notices) we can honor that by using a checkbox provided in the patron registration.

-Jennifer

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Jennifer J. Hoffman

Manager of Books & Borrowing

Denver Public Library

denverlibrary.org

720-865-2034

[Kristin Farr]

So their preferred name will appear on anything Sierra has access to - self checks, holdshelf, databases, mailed communication, etc? Yes.

Do you have staff explain that the preferred name will appear on all documents for transparency purposes? More or less. We ask if they have a name that's different from what is on their Photo ID that they'd like to us to use.

KRISTIN FARR

Patron Experience Coordinator | Patron Experience: Design

o: 303.403.5275 | kristi...@jeffcolibrary.org

She/Her/Hers

From: cl...@googlegroups.com <cl...@googlegroups.com> on behalf of Xochil Arellano <xoch...@gmail.com>

Sent: Thursday, August 17, 2023 3:11 PM
To: cl...@googlegroups.com <cl...@googlegroups.com>
Subject: Re: [EXTERNAL] Preferred Name prompt

 

Hi Kristin, Thanks for the response. So their preferred name will appear on anything Sierra has access to - self checks, holdshelf, databases, mailed communication, etc? Do you have staff explain that the preferred name will appear on all documents

To view this discussion on the web visit https://groups.google.com/d/msgid/clcn/CAA566K67qV26brDMXA9gz30NH%2BhVVQj-XQjjqKd_pQ09m%2BvBHQ%40mail.gmail.com.

[Cindy Martin]

Our process is the same as JCPL.

Sierra allows us to capture both the patron's preferred name and legal name.  These are listed as 2 separate fields in the patron's account.

We can also search for a patron by using the preferred name or by using the legal name.

CINDY MARTIN

Coordinator of Lending Services

CLCN Chair

A R A P A H O E L I B R A R I E S

Pronouns: She, her, hers 

303-542-7279 x12715

cma...@arapahoelibraries.org

 

 

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Sent: Thursday, August 17, 2023 4:13 PM

To: cl...@googlegroups.com <cl...@googlegroups.com>
Subject: Re: [EXTERNAL] Preferred Name prompt

 

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