Updating Patron accounts

How to update patron accounts:

If a patron’s account comes up in Polaris as requiring an address check or registration check, you will need to update the patron’s account.

  • Make sure the same required fields are filled in as you would to register a new patron
  • If you are just doing an address check, you need to see photo ID and then verbally ask the patron to confirm their contact information.
  • If this is the first time they’ve had a registration check in Polaris, check their patron type using the ECAD website to determine residency. If the account was pre-existing in the system, you do not need to see proof of address.
  • Set the expiration date and address check dates the same as you would for a new patron.