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Additional E-Resource Checks for New Library Cards

For patrons that are replacing a library card.

The following e-content platforms require additional support from library staff to ensure that if the patron has any current titles checked out or have titles on hold, that they do not lose their electronic content. A good rule of thumb is for desk staff to ask the patron if they currently use any of the library's electronic content.

There may also be additional e-content vendors and platforms that are not listed here that may require additional support from library staff.

Library Staff

The following steps can only be done if the patron is in the same Overdrive consortium. If a patron moves from one consortium into another, then any holds will need to be placed on the new library card, subject to collection availability. 

  • Sign into OverDrive Marketplace
  • Navigate to Support > Merge User IDs
  • The Merge user ID activity page will display
  • Enter the now inactive library card number in the Original user ID field
  • Enter the new active library card number in the New user ID field
  • Click Search
  • A search is performed. If you find the matching values, select the boxes and continue by selecting Merge
  • Confirmation 

Optional additional step

  • Masquerade in Aspen to see if holds/checked-out titles have merged

Library Staff

  • Sign into Administrative login for Midwest Tapes
  • Navigate to the hoopla tab
  • In the Patron Finder section, search by email address or card number, select Search icon
  • The Patron Finder Results page will display
  • Select the patron, then a pop-up will display where you can edit the patron's email address, library card number, reset password, and reset PIN
  • Enter the new number in the Library Card Identifier field, and click Save
  • Confirmation that the patron has been updated will appear

Library Staff

  • Administrative login
  • From the left-hand menu, click on Patrons
  • The Patrons Management page will display
  • Enter inactive library card number in the Library Card Number field, click Search
  • Enter new library card number in the New Card Number field, click Update

  • Optional additional step

  • Masquerade in Aspen to see if holds/checked-out titles have merged

Library Staff

The following steps can only be done if the patron is issued a new card from their home library. This does not cover patrons moving from one SWAN library to another. 

  • Administrative login home > Settings > Patron Management

You will either change barcodes (if new library card number does not exist in the system), or merge barcodes (if new library card number has already been used by the patron in Boundless).

  • Change Barcodes

  • Select the Change Barcode icon next to the patron
  • Enter the new barcode in the New Barcode field, and then click Search
  • If the barcode does not exist, you will receive a message that the barcode can be used
  • Click the Change button
  • The next screen displays any Active Checkouts and Active Holds for that patron. Click Finish to complete the barcode change.

Merge Barcodes

  • Select the Change Barcode icon next to the patron
  • Enter the existing barcode you wish to merge with this barcode in the New Barcode field, select Search
  • Patron profile will display, click Merge button
  • Page will refresh with merged patron account, click Finish to complete barcode merge

Optional additional step

  • Masquerade in Aspen to see if holds/checked-out titles have merged