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Replacing a User's Card

Processing a Lost or Replacement Library Card

When a patron loses their physical library card or requires a replacement, use the User Lost Card wizard to securely assign a new barcode while maintaining the patron's existing account history, holds, and bills.


Using the User Lost Card Wizard

  1. In WorkFlows, open the User Lost Card wizard located in the Users wizard group.
    Users wizard group highlighting the User Lost Card wizard icon.
  2. Alternative Access: You can also access this feature via the User Lost Card helper icon within the Checkout wizard.
    Checkout wizard screen highlighting the User Lost Card helper icon.
  3. Search for the patron who needs the replacement card.
    User search screen within the Lost Card wizard.
  4. Select the correct user from the results and click Assign New Card.
    Patron record display highlighting the 'Assign New Card' button.
  5. Scan or manually type the new library card barcode into the New user ID field.
    Input window for the new library card barcode.
  6. Click Close to complete the process.

System Background & Nightly Processes

When you assign a new card, WorkFlows performs several automated background tasks to maintain data integrity:

  • Temporary Duplicate: A duplicate record is temporarily created with a LOSTCARD profile. This is used for system reconciliation and is automatically deleted during nightly processing.
    Example of a temporary record with the LOSTCARD profile name.
  • ID Tracking: The system automatically moves the old barcode into the Extended Info tab as INACTVID and PREV_ID entries. These reference values are also cleared out during the nightly cleanup.
    Extended Info tab showing the PREV_ID and INACTVID fields.

Video Tutorial

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