help topics
check In
check in
CARL•Connect provides a check in screen to allow library staff to return items to a branch. Select check in on the library services page.

To check in, or return an item, scan or enter the item id into the field provided, and select the red enter button. Each check in displays item and transaction information at the bottom of the screen, including any fine amount posted to the returning patron account. As items are checked in, they are added to the top of the checked in details grid. This grid is sortable by selecting the arrow at the right of a column and all columns are expandable.

Library staff can access item information for any item checked in. In check in, the last item returned is automatically selected allowing the item detail option to automatically display to the right of the branch column for that item. Touch item detail to see item information pertaining to the item selected. To access item detail for any other items in the list, staff can simply touch or select an item from the check in list to access the item detail lightbox for that item. Item details available include title, author, item id, call number, price, branch, location, media, and status information.

Options to print a receipt or reset the screen to begin the process again will appear. If an invalid item id is entered, an error message will display.

Check in functionality provides the ability to override the check in date for that item. To edit this date, select the override date button and a calendar will appear. Either select the new check in date, or enter it in the field provided. When finished, either cancel or finish/save your change. The override date field will remain checked for additional returned items, until it is unchecked.

check in receipts
CARL•Connect provides a receipts display to allow library staff to email, text, or print a receipt for the patron's recently checked in items. Upon checking in an item, select the green receipt button on the bottom of the screen. Choosing to print a receipt will open a new browser tab displaying the receipt data. Library staff simply select the appropriate printer and print the receipt. After the receipt is printed, the new tab will close, taking library staff back to CARL•Connect check in.

Additionally from CARL•Connect check in, library staff can print slips for In Transit, Hold In Transit, and Hold Shelf items that were checked in. Upon checking in an item, the check in exception dialog box provides a continue & print button. Choosing to continue & print will open a new browser tab displaying the slip data. Library staff simply select the appropriate printer and print the slip. After the slip is printed, the new tab will close, taking library staff back to CARL•Connect check in.

check out
account summary
When entering the check out screen from either user services or library services, a Your Branch Summary box will be appear on the right side of the screen, showing a summary of the user's account transactions that are associated with the library branch you are currently logged into CARL•Connect Staff with.

A summary of the user's account transactions is listed in the Your Branch Summary box. Information shown includes the number of checked out, lost, overdue, claimed, and on hold material. Fines and fees are also displayed in this box.

You can also expand a System Account Summary to view the same account information at a system wide level.

To see details about the account summary, use the link to MyAccount.

Additionally, a show patron quick view button is available to offer user id & information, address information, library statistics, and preferences related to the user id that is entered.

check out
CARL•Connect Staff provides a check out screen to allow library staff to charge items to patrons.

For optimal workflow, CARL•Connect Staff allows entry to check out from two different areas of functionality.

From user lookup, located under user services, scan or enter a user id into the field provided, or search for a user by name using the search terms box. Select the red search button to access user information for the user id scanned or the user selected from the search results. From user information, select check out to charge items to patrons.

From library services, select check out, scan or enter a user id into the field provided, or search for a user name by using the search terms box. Select the red search button to access check out for the user id scanned or the user selected from the search results.

Check out functionality provides the ability to override the check out date for that item. To edit this date, select the override due date box and a calendar will appear. Either select the new check out date, or enter it in the field provided. The override due date field will override the due date for that item, unless the use for all checkouts for this patron box is checked. When finished, either cancel or finish/save your change.

Check out items by scanning or entering item ids into the field provided. Select the red enter button to check out that item. As items are checked out, they are added to the check out grid below the item id field. This grid is sortable by selecting the arrow at the right of a column and all columns are expandable. If a patron has exceeded the check out limits available a light box will alert staff that a particular limit has been reached, and will state what the limit is. Staff will have the option to cancel or override that limit. Selecting cancel will close the light box and the check out will be cancelled. Selecting override limit will close the light box and check the item out to the patron. A note stating that the override took place will be found in the information column of the check out grid. Library staff can access item information by simply selecting any item from the list. The item detail option will appear to the right of the information column. Touch the item detail option to see item information pertaining to the item selected. Item details available include title, author, item id, call number, price, branch, location, media, and status information.

If an invalid item id is entered, an error message will display. Select finish/receipt to complete the check out transaction.

check out receipts
CARL•Connect provides a receipts display to allow library staff to to email, text, or print a receipt for the patron's recently checked out items. Upon checking out item(s), select the green finish/send button. Choosing to print a receipt will open a new browser tab displaying the receipt data. Library staff simply select the appropriate printer and print the receipt. After the receipt is printed, the new tab will close, taking library staff back to CARL•Connect user information.
lists
fill list
CARL•Connect provides the ability to view and manage hold requests using lists functionality. Staff can view, fill, print, filter and sort items, issues and titles that are being requested with fill list. Options to update an item to not found are also available. Select lists on the library services page, and then fill list.

The hold type search options are available in a drop-down menu. The default fill list includes title, issue, and item hold types in a single list. Use the drop-down menu to change or select the hold type list you would like to create. Sort further using the drop-down lists for location and media types to refine your search criteria.

Once your criteria is entered using the drop-down lists, your requests will be displayed in a results grid. This grid is sortable by selecting the arrow at the right of a column and all columns are expandable. Choosing a line in this results grid will provide the options of not found, found, check in, and item detail. These can be selected by swiping on a touch screen, or using a mouse.

not found: Selecting not found for a title, issue or item removes it from the fill list and updates it to a status of not on shelf, if there are no other items available. Please note: This action will edit the Router List in CARL•X Staff dynamically, but will not remove the request from a patron record.

If this is a title request, and it is available at another branch, the request will be sent to the other branch during the overnight processes. If this is an issue request and it is available at another branch, it will be moved to the Router List at that branch.

found: Selecting found for a title, issue, or item removes it from the fill list and updates it to a status of hold pending. When the item is in a hold pending status, a connection is made between the item number and the patron hold request, but will not update to Hold Shelf or Hold In Transit. You can then take the item back to the desk and check in via CARL•Connect or CARL•X Staff to update the item to Hold Shelf or Hold In Transit.

If the hold pending request is never checked in to trigger the Hold Shelf or Hold In Transit, during the overnight process the item status will update to not on shelf. If this was a title request, and it is available at another branch, the request will be sent to the other branch during the overnight processes. If this was an issue request and it is available at another branch, it will be moved to the Router List at that branch.

check in: Selecting check in will open a check in exception box sharing the options to send the item Hold In Transit or to the Hold Shelf. You can print slips for Hold In Transit and Hold Shelf items by choosing to continue & print. A new browser tab opens, displaying the slip data. You simply select the appropriate printer and print the slip. After the slip is printed, the new tab will close, taking you back to CARL•Connect fill list.

item detail: Selecting item detail allows access to item details such as title, author, item id, call number, price, branch, location, media, and status information.

not found
Options to generate a list of items not found are also available. Select lists on the library services page, and then staff search.

The search type available for staff search is available in a drop-down menu. This currently defaults to not on shelf. Sort further using the drop-down lists for location and media types to refine your search criteria.

Once your criteria is entered using the drop-down lists, your requests will be displayed in a results grid. This grid is sortable by selecting the arrow at the right of a column and all columns are expandable. Library staff can access item information pertaining to any item in the results grid by first choosing an item from the results grid and then selecting item detail. The item detail lightbox allows access to item details such as title, author, item id, call number, price, branch, location, media, and status information.

The list generated does not currently interact with the CARL•X database.

login
how to
To log in to your staff account, go to your library’s CARL•Connect homepage and provide the following information:

username: Enter your user name in the username field of the login screen. Your user name matches your existing CARL•X client user name. If you do not know your user name, please contact your supervisor.

password: Enter your password in the password field of the login screen. Your password matches your existing CARL•X client password. If you do not know your password, please contact your supervisor.

branch: Select your branch from the drop-down menu. Your branch should be the library where you are logging in or the branch where you would like to gather statistical information.

Once all three fields have been populated, the red login button will become available for selection. If you enter an invalid username or password, the following error message will appear: username or password was incorrect - try again. To clear the error message Select the X and attempt to enter your login credentials again.

Merge Users
merge users confirmation
Upon selecting the green merge users button, the user information will be saved, and you will be taken to the main merge users screen

merge users - hints for use:

If merging two patron accounts that are both in a Good status, but the merge process takes the new merged user’s account over a blocking threshold set by your library, the account will move to a Blocked status.

If the secondary account has opted into Text Messaging, Email Receipts, Loan History, Outreach or Wish List, but those features are not in use by the primary user, then they will not be in place for the new merged user’s account.

Below is a chart outlining which user status takes precedent if the primary user and secondary user have differing statuses.

Primary User StatusSecondary User StatusNew Merged User Status
Good (G)Alert (Soft Block - S)Alert (Soft Block - S)
Good (G)Alert (Soft Block - S)Alert (Soft Block - S)
Good (G)Blocked (Delinquent - X)Blocked (Delinquent - X)
Good (G)Blocked w/ Override (Overridden - *)Blocked w/ Override (Overridden - *)
Good (G)Restricted (Manual Hard Block - M)Restricted (Manual Hard Block - M)
Alert (Soft Block - S)Good (G)Alert (Soft Block - S)
Alert (Soft Block - S)Blocked (Delinquent - X)Alert (Soft Blocked - S)
Alert (Soft Block - S)Blocked w/ Override (Overridden - *)Alert (Soft Block - S)
Alert (Soft Block - S)Restricted (Manual Hard Block - M)Restricted (Manual Hard Block - M)
Blocked (Delinquent - X)Good (G)Blocked (Delinquent - X)
Blocked (Delinquent - X)Alert (Soft Block - S)Alert (Soft Block - S)
Blocked (Delinquent - X)Blocked w/ Override (Overridden - *)Blocked w/ Override (Overridden - *)
Blocked (Delinquent - X)Restricted (Manual Hard Block - M)Restricted (Manual Hard Block - M)
Blocked w/ Override (Overridden - *)Good (G)Blocked w/ Overridden - *)
Blocked w/ Override (Overridden - *)Alert (Soft Block - S)Alert (Soft Block - S)
Blocked w/ Override (Overridden - *)Blocked (Delinquent - X)Blocked w/ Override (Overridden - *)
Blocked w/Override (Overridden - *)Restricted (Manual Hard Block - M)Restricted (Manual Hard Block - M)
Restricted (Manual Hard Block - M)Good (G)Restricted (Manual Hard Block - M)
Restricted (Manual hard Block - M)Alert (Soft Block - S)Restricted (Manual Hard Block - M)
Restricted (Manual Hard Block - M)Blocked (Delinquent - X)Restricted (Manual Hard Block - M)
Restricted (Manual Hard Block - M)Blocked w/ Override (Overridden - *)Restricted (Manual Hard Block - M)
merge users primary user search/selection
CARL•Connect Circulation provides the ability to merge together live patron accounts, while retaining specific information from those accounts. Select merge users on the user services page. The first step in this process is to identify a primary user.

Similar to the search options in the user lookup page, the primary user search on the merge users page has both basic and advanced search options.

primary user - basic search: CARL•Connect provides a basic search screen as the default patron searching option of the merge users page.

user id: Enter the patron’s user id in the user id field of the merge users page, or scan it from their library card. This will take you directly to primary user screen where you will be asked to select a user to merge with this primary user, OR search for a new name.

keyword search: Enter any criteria available from the patron account information into the search terms field of the merge users page. All fields of a patron account are indexed and a keyword search will pull all patron accounts containing the search criteria that you entered. The search will take you to the search results page, where you will be asked to tap/click the row you would like to use as the main, or primary, information for the merge.

Please Note: If invalid information is entered in the user id or search terms fields, you will receive the following error message: No matching records found - try again. To clear this error message Select the X and complete a new search.

primary user - advanced search: CARL•Connect provides an advanced search screen to locate patrons on the merge users page. To use this option, select advanced search. This is found under the user id box.

add filter: Selecting the plus (+) icon, or selecting add filter, allows you to add up to 10 searching filters to your search. As part of the minimum viable product, CARL•Connect Circulation release, TLC has implemented the following 7 patron search types for use with advanced search:

keyword: All fields of the patron account

name: First Name, Last Name, Middle Name, Suffix, Sponsor

address: Searches Primary and Secondary Address, City, State, and Zip Code

phone: Primary and Secondary Phone Number

date of birth: Patron date of birth

my branch: Patron Preferred Branch

email address: Patron Email Address

When choosing to add a new filter type in advanced search, the first 5 filter types are set up with the following defaults, based on the definitions above: name, phone, address, email address, and address. The remaining added filter types will default to address.

These defaults can be changed to any of the 7 patron search types by selecting the arrow in the filter type box to display a drop-down list of available patron search types. Search results remain in place when toggling between basic search and advanced search.

delete filter: Selecting the X icon next to the search terms box on the user lookup page will remove the filter type.

primary user - selection: The CARL•Connect merge users results page confirms the search terms used, and the number of results found, using your basic search or advanced search criteria. This information is located above the results grid. 10 results sets are displayed per page, with a maximum limit of 500 results. You can scroll through the search results pages using the page numbers or the First, Last, Prev and Next buttons at the bottom of the search results screen.

results grid: The columns in the search results page list information pulled from the CARL•X patron database, based on your search criteria. All columns on the search results page are sortable as indicated by the arrow icon, and all columns are expandable. Select the column name you would like to sort by, and view the results by that column in ascending or descending order. The column heading will be highlighted in red. The information included is the same as the user lookup search results, with the addition of a Quick View column. Selecting View in the row of any of the users in the results grid will allow you to review that patron’s existing information before choosing your primary user.

Once you have determined the patron that you would like to use as the primary user, simply tap/click the row you would like to use as the main information to merge. Upon selection the primary’s user name and status will display along the top of the merge users page above the search fields. The option to change your primary user is available by selecting the edit primary user button.

merge users secondary user search/selection
CARL•Connect allows you to either select a secondary, or merging, user from the results grid displayed from your primary user search, or search for a new name. If searching for a new name, the same basic and advanced searching rules outlined in the merge users primary user search/selection section apply.

All columns on the search results page are still sortable when selection you secondary user as indicated by the arrow icon, and all columns are expandable. Select the column name you would like to sort by, and view the results by that column in ascending or descending order. The column heading will be highlighted in red. Selecting View in the row of any of the users in the results grid will allow you to review that patron’s existing information before choosing your secondary user.

Once you have determined the patron that you would like to use as the secondary user, simply tap/click the row you would like to merge with your primary user. The primary and secondary user information will be shown in order. To complete the merge process, select the green merge users button. To cancel the process and return to the main merge user screen, select the red cancel button.

more options (•••)
navigation
In the top right corner of all pages throughout CARL•Connect, you will be able to access the More Options section indicated by the ••• icon.

The options available are:

select language: CARL•Connect provides the ability for you to toggle between different languages, in real-time.

Select the More Options (•••) icon drop-down menu in the top right corner of any page that you are in.

Select your language preference in the available options listed in the drop-down menu.

Repeat the above steps to toggle between different language preferences.

help: CARL•Connect provides context sensitive help information at the top of each page.

Select the More Options (•••) icon drop-down menu in the top right corner of any page that you are in.

Select the help link from the menu to review help information relevant to the section you are in.

external links: In CARL•Connect, libraries can choose to display up to three external links to websites of their choice. For example, your library’s homepage, CARL•Connect Discovery catalog, your library’s terms and policies page or any external search engines.

Select the More Options(•••) icon drop-down menu in the top right corner of any page that you are in.

Choose an available link.

logout:

Select the More Options(•••) icon drop-down menu in the top right corner of any page that you are in.

Select the logout link.

new user
basic information search
CARL•Connect Circulation provides robust and targeted searching of any field in the patron record allowing for increased accuracy and efficiency. Entering some preliminary search criteria provides for duplicate patron checking. The basic information fields are checked against the CARL•X patron database.

searching: To register a new user, complete a basic search of the CARL•X patron database. The required search fields are outlined below, and are indicated by a red asterisk (*). The information can be keyed in manually, or the 2D barcode of a state-issued photo identification can be scanned to populate many of the below fields.

first name: First name of the patron

last name: Last name of the patron

date of birth: Patron date of birth, entered using a yyyymmdd format

The 3 additional non-required fields of middle name, suffix, and email address can be used, but they do provide duplicate patron identification.

If there is a match against the 3 required basic information fields you will receive a yellow alert message across the top of the new user page sharing: possible matching account. This alert will also list the user id as a link and the first name and last name of the potential duplicate patron.

review this user: To review the possible matching account, select the user id link in the yellow alert message. This action will display an existing user quick-view screen for staff review. Staff can either exit this screen by selecting the red close button to return to the previous new user screen to initiate a new search, or edit this user by selecting the green button.

edit this user: If you believe that this is a duplicate patron based on the information in the existing user quick-view screen, select the green edit this user button to be redirected to the existing patron’s user information in the user services page and edit as appropriate.

continue to registration: Once the patron information has been reviewed in the existing user quick-view screen and you have selected close to return to the new user page, you can choose the green continue to registration button to move to the full registration screen, where you can complete the registration of your new user. You can select the red cancel button to end the registration process at any time and navigate away back to the basic registration screen of the new user page, and begin the basic information search process again.

registration process
register a new user: If the required basic information fields search does not identify a potential duplicate patron, selecting the green register button will take you to the full registration screen where you can complete the registration of your new user. The required basic information fields from the previous screen will be pre-populated. The remaining user ID & information fields are outlined below. The information can be keyed in manually or, with the cursor in the User ID or First Name field, the 2D barcode of a state-issued photo identification can be scanned to populate many of the below fields. These are: Alternate ID, Date of Birth, First Name, Middle Name, Last Name, Suffix, Street Address, City, State and Zip Code.

user id: Enter the patron’s user ID number. The ID must be in a valid format, and match the barcode scheme that is in use by your library. Please Note: If invalid information is entered in the user id field, you will receive the following error message: this patron does not exist. Select ok to clear the error message and try again. A valid user id is required to create a new patron account and is indicated by a red asterisk (*).

expiration: Enter the date the patron account expires, which can be selected using the calendar that appears when the field is clicked, or by entering the expiration date information in the free text field. This field is optional.

status: The patron status defaults to good. This indicates that the new user is in good standing, with no restrictions. Changing the patron status is optional in the minimum viable product release. However, the patron will be set to the appropriate status based on patron activity and thresholds.

middle name: Enter the middle name of the patron. This field is optional.

suffix: Enter the suffix of the patron. This field is optional.

alternate id: Enter the library defined alternate id number, such as a social security number. This field is optional.

user card type: The user card type defaults to adult. The user card type helps to determine patron privileges such as loans periods and blocking thresholds. Changing the user card type is optional using the drop-down menu.

address information: The address information fields store the patron’s primary, secondary and sponsor address information. These fields are optional.

1. Primary Address: The patron’s primary address is the first address defined under the address information tab. The primary address contains the contact information for the patron including their mailing address, phone and email address. When the preferred address in the user ID & information screen is set to primary, this address will be used for notifications.

2. Secondary Address: The patron’s secondary address contains additional address information provided by the patron. Check the box next to secondary address to display this address information. When the preferred address is set to secondary or care of in the user ID & information screen, this address will be used for notifications.

3. Sponsor Address: The patron’s sponsor address is the address information of the sponsor identified for the patron. The sponsor address information is contained as the secondary address in the CARL•X database. Therefore, a patron can have a secondary OR a sponsor address in the minimum viable product release. When the preferred address is set to sponsor in the user ID & information screen, this address will be used for notifications. Check the box next to the sponsor address to display this address information.

preferences: Preferences provide patron decision points made with regard to their account and library notifications. These 4 preference options are available in a drop-down menu for selection and are defined below. The preferred branch field is required and is indicated by a red asterisk (*). The remaining preference fields are optional.

1. Preferred Branch - The patron's preferred branch

2. Preferred Address - The patron's preferred address (Primary, Secondary, etc.)

3. Email Options - The patron's preference for receiving email notifications from the library

4. Language - The patron's preferred language when receiving notifications from the library

When all required and optional fields of the user ID & information screen have been filled out, select the green save information button to move to the signature capture screen. If all required fields are not filled out, the green save information will not be available. Select the red cancel button to disregard changes at any time and navigate away back to the basic information search screen.

paperless registration signature capture: After the patron registration process is complete and the green save information button has been selected an add signature screen will appear to support libraries in a paperless registration process. This screen will share the patron’s Terms of Use for providing a signature in box marked SIGN BELOW. If using a tablet, or other touch-screen enabled device, the patron can sign using a stylus or finger, and if using a PC or laptop the patron can sign by using a mouse.

When capturing a signature, three options are presented:

clear signature: If the patron adds a signature, and would like to erase it, select the yellow clear signature.

skip signature: If the patron would prefer not to capture a signature at the time of their registration, select the blue skip signature button to complete the patron’s full registration and receive the patron’s digital library card. A signature can be captured at any time in the patron’s user information.

accept signature: If the patron chooses to accept the Terms of Use, and their completed signature, select the green accept signature button to complete the patron’s full registration and receive the patron’s digital library card.

digital library card: Once a full registration is successful, a digital library card image will display that includes the new patron’s name, library card, and barcode. The digital library card image can be saved to the device being used and emailed to the patron, for their use on a mobile device.

Additionally, upon display of the patron’s digital library card, three options are presented:

done: If the patron does not want to check out materials, or print their digital library card at the time of registration, select the yellow done button to complete the registration process and move to the basic registration screen.

continue to check out: If the patron does not want to print their digital library at the time of registration, but would like to check out materials, select the blue continue to check out button to move to the check out screen.

done: If the patron would like to print their digital library card at the time of registration, select the green print button to display the library’s local printer settings, print the digital library card, and choose your next option.

smart pac
smart pages
Account Summary
Clicking My Account in the User Services screen of CARL•Connect Circulation will display account information for the selected patron. Account Activity lets you quickly see their status and immediate issues with their account. You can link directly to specific types of account activity using the Loans, Holds or Fines options. Within Loans, eligible loans can be renewed and within Holds, eligible holds can be suspended, or canceled. Holds that have Arrived or are currently In-Transit cannot be canceled in SMART Pages.

The ability to print a patron’s loans and holds, and synchronize their eBook information is also available.

Based on the parameters set up by your library system, the Saved Searches, Saved Lists and Recommendations tabs may not be available in SMART Pages.

Saved Searches & Saved Lists: If the Saved Searches and Saved Lists tabs are enabled in SMART Pages they will be read-only displays, and staff will be unable to edit the searches and lists.

Recommendations: Staff have the ability to place Holds for patrons if Recommendations are enabled in SMART Pages.

Star Ratings and Reviews in SMART Pages: In the SMART Pages, star ratings are read-only and cannot be modified or submitted by staff users.

Fines
Once in Account Activity within SMART Pages, clicking Fines will display a list of fines that are currently on that patron’s account. Staff will have the ability to Pay, Waive or Cancel these fines after selecting one or more of them within the list. Fines can be paid individually or in batch, and totals are tallied and updated in real-time.

user services
MyAccount
Accessing MyAccount Information: From the user information page, above the user ID & information details, staff have the option to navigate directly to the currently displayed patron’s account in CARL•Connect Discovery. Select the MyAccount link on the menu bar to open the currently displayed patron’s CARL•Connect Discovery account in a new browser tab. From here, staff can view Account Activity (Holds, Check-outs, Fines) as well as place, suspend or cancel eligible Holds, renew titles, and navigate to E•Commerce to pay fines and fees. This integration is accomplished through the creation of a login cookie, which expires after a library determined interval.

Please Note: In the minimum viable product release, if using SSL with CARL•Connect Circulation requires that users must explicitly logout after navigating to a patron’s CARL•Connect Discovery Account in order to access subsequent patron accounts.

user information
Selecting your patron in the search results page will direct you to the CARL•Connect user information page.

user ID & information: This screen displays the complete details pulled from the patron account in the CARL•X database, for staff review.

Many of the fields in the user ID & information screen can be edited or deleted, and specific information on each of the fields can be found below. If edits or deletes are allowed for a particular field, you will be able to click in the field and make the desired changes. Once you have clicked within a field to initiate a change, cancel and save information boxes will appear. If a field is read-only, you will be unable to make changes to that field and the cancel and save information will not be available.

The information can be keyed in manually, or the 2D barcode of a state-issued photo identification can be scanned to populate the Alternate ID, Date of Birth, First Name, Middle Name, Last Name, Suffix, Street Address, City, State and Zip Code. Any existing information will be replaced with the information from the ID.

When changes or deletions are complete, select to save information to retain the updates, or cancel to return the field to its previous information.

The fields included in the user ID & information screen are:

profile image: This field allows for a stored photo or image to be viewed alongside a patron’s user ID & information.

To add an image using a PC or laptop, select the add photo button below the camera icon. The option to Upload a Picture will appear. Select the blue Open button to browse for a .png file to upload. Once a file is opened, select the green save button to upload the chosen image file, or the red cancel button to move back to the user ID & information screen.

To add an image using a tablet, select the add photo button below the camera icon. Device options such as choosing an image from a camera roll, or activating the device’s camera will display. An image taken using a tablet will seamlessly upload by following the tablet’s instructions for using or saving the image. Please Note: If taking a photo with a tablet, you must hold the device with the Home button on the right-hand side in order to ensure your image is oriented correctly when uploaded into CARL•Connect.

To remove an uploaded image, select the x shown below the image. If a profile image is not being saved, a CARL•Connect placeholder will remain in place. To Collapse the camera icon click on it, to expand it click the arrow icon.

user signature: The option to add a signature to a patron’s user ID & information is available to support libraries in a paperless registration process. Select the red edit button to the right of user signature to display the add signature box and the patron’s Terms of Use for providing a signature. This field contains the patron’s captured signature from the time of their new user registration, or a blank signature field. A signature can be edited or captured in the SIGN BELOW field using a stylus, finger, or mouse depending on the device in use. Three options are available:

1. clear signature - If the patron adds a signature and would like to erase it, or would like to clear their previously captured signature, select the red clear signature.

2. cancel signature - If the patron would prefer not to capture a signature, and move back to the user ID & information screen, select the blue cancel signature button

3. accept signature - If the patron chooses to accept the Terms of Use, and their completed or edited signature, select the green accept signature button

user id: This field contains the patron’s user ID number. The ID must be in a valid format, and match the barcode scheme that is in use by your library. Please Note: If invalid information is entered in the user id field, you will receive the following error message: this patron does not exist. Select ok to clear the error message and try again.

user GUID: This field contains the unique identifier assigned to the patron within the CARL•X patron database. The User GUID remains constant, even if the patron library card number changes. This field is Read-Only.

expiration: This field contains the date the patron account expires, which can be selected using the calendar that appears when the field is clicked, or by entering the expiration date information in the free text field. This field is editable.

status: This field indicates the patron's current standing with the library, in a drop-down list for selection. The 5 statuses available:

1. Good - This status indicates that a patron account is in good standing, with no restrictions.

2. Alert - This status alerts staff that an action may be needed on a patron account, such as an email or address update. An alert can also be placed on a patron account by a staff member.

3. Restricted - This is a blocked status placed on a patron account by a staff member.

4. Blocked w/ Override - This status is set by the system when a patron account surpasses library established blocking thresholds, and has been overridden by a staff member to complete an action against that patron account.

5. Blocked - This status is set by the system when a patron account surpasses library established blocking thresholds.

This field is editable.

name: The name fields consist of four separate fields for the First Name, Middle Name, Last Name and Suffix of the patron. Additionally, there is a Sponsor Name field stored in the address Information section of user ID & information, if the patron uses this feature. These fields are editable.

date of birth: This field stores the patron's date of birth, which can be selected using the calendar that appears when the field is clicked, or by entering the birth date information in the free text field. This field is editable.

alternate id: This field is for the various options allowed for a patron alternate id number and is defined by the library, such as a social security number. This field is editable.

user card type: This field lists all valid user type options, in a drop-down list for selection. the user card type helps to determine patron privileges such as loan periods and blocking thresholds. This field is editable.

staff notes: The staff notes display information about the patron. These staff notes can be system generated when specific events take place to cause a blocked or alert status on a patron account. They can also be placed on a patron’s account by staff, using the CARL•X system. The staff notes are displayed in green, yellow or red to coincide with good, alert and blocked patron status information. If a patron’s account does not have any staff notes associated with it, the staff notes tab will not appear in the user ID & information screen. Staff notes cannot be added to, are edited in, patron accounts in the minimum viable product release of CARL•Connect and the staff notes displayed are pulled in from the CARL•X system.

Please Note: When a patron registers for an account using CARL•X Online Borrower Registration, CARL•Connect will perform a duplicate patron check as a part of the registration process. If a possible duplicate patron is identified, the registration process will still complete, and a staff note indicating the possible patron duplication will be placed on each of the patron accounts.

address information: The address information fields store the patron’s primary, secondary and sponsor address information. To view address information, click the red arrow to expand the details.

1. Primary Address: The patron’s primary address is the first address defined under the address information tab. The primary address contains the contact information for the patron including their mailing address, phone and email address. When the preferred address in the user ID & information screen is set to primary, this address will be used for notifications.

2. Secondary Address: The patron’s secondary address contains additional address information provided by the patron. Check the box next to secondary address to display this address information. When the preferred address is set to secondary or care of in the user ID & information screen, this address will be used for notifications.

3. Sponsor Address: The patron’s sponsor address is the address information of the sponsor identified for the patron. The sponsor address information is contained as the secondary address in the CARL•X database. Therefore, a patron can have a secondary OR a sponsor address in the minimum viable product release. When the preferred address is set to sponsor in the user ID & information screen, this address will be used for notifications. Check the box next to the sponsor address to display this address information.

preferences: Preferences provide patron decision points made with regard to their account and library notifications. To view the preferences, click on the red arrow to expand the details. These 4 preference options are available in a drop-down menu for selection and are defined below. These fields are editable

1. Preferred Branch - The patron's preferred branch

2. Preferred Address - The patron's preferred address (Primary, Secondary, etc.)

3. Email Options - The patron's preference for receiving email notifications from the library

4. Language - The patron's preferred language when receiving notifications from the library

library statistics: Library statistics are library defined statistical fields that the system can generate reports against. To view library statistics, click the red arrow to expand the details. While these fields are determined by the library, they are currently read-only.

usage statistics: Usage statistics display historical data about the patron. The system generated data included in the usage statistics section is defined below. To view the usage statistics, click the red arrow to expand the details. These fields are populated by the information stored in the user ID & information in the patron’s account, and update as these are changed. These fields are read-only.

1. Registration Date - The date that the patron was registered

2. Registered By - The three-letter user alias of the staff logon used to register the account

3. Last Edited Date - The date that the patron's user information was last updated

4. Editing Branch - The branch selected when the patron's user information updated occurred

5. Edited By - The three-letter user alias of the staff logon used to update the patron's user information

6. Last Activity Date - The branch selected when the most recent transaction activity occurred

7. Self-Service Activity - The date the patron last used self-services, or accessed their account remotely

reset PIN: The option to use a PIN is available to support patron self-services in libraries. CARL•Connect Staff offers a reset PIN option in user information. Check with your library administrator if you are unsure of your library’s default PIN set-up.

To reset the user’s pin, touch or select the reset pin button in the bottom left hand corner of the patron’s user information screen. Resetting the pin will reset the pin to its original default, which may be the patron’s last 4 digits of the phone number, 5 digit zip code, or 6 digit birth date in MMDDYY format.

Note that if default data does not exist in the patron’s user information, the pin will be ‘9999’ for phone, ‘99999’ for zip code, and ‘999999’ for birth date.

For libraries with no default pin set, the pin will reset to nothing and the patron can then update their pin in CARL•Connect Discovery to a PIN they prefer (based on minimum length set by library and maximum of 6).

Note that the date of the last pin reset is shown directly below the reset pin button.

user lookup - advanced search
CARL•Connect provides an advanced search screen to locate patrons on the user lookup page. To use this option, select advanced search. This is found under the user id search box.

Advanced searching within CARL•Connect provides the ability to filter search results based on chosen criteria.

add filter: Selecting the plus (+) icon, or selecting add filter, allows you to add up to 10 searching filters to your search. As part of the minimum viable product CARL•Connect Circulation release, TLC has implemented the following 7 patron search types for use with advanced search:

keyword: All fields of the patron account

name: First Name, Last Name, Middle Name, Suffix, Sponsor

address: Searches Primary and Secondary Address, City, State, and ZIP Code

phone: Primary and Secondary Phone Number

date of birth: Patron date of birth

my branch: Patron Preferred Branch:

email address: Patron Email Address

When choosing to add a new filter type in advanced search, the first 5 filter types are set with the following defaults, based on the definitions above: name, phone, address, email address, and address. The remaining added filter types will default to address.

These defaults can be changed to any of the 7 patron search types by selecting the arrow in the filter type box to display a drop-down list of available patron search types. Search results remain in place when toggling between basic search and advanced search.

delete filter: Selecting the X icon next to the search terms box on the user lookup page will remove the filter type.

user lookup - basic search
CARL•Connect provides a basic search screen as the default patron searching option of the user lookup page.

There are two ways to locate a patron from the CARL•X database using the basic search option:

user id: Enter the patron’s user id in the user id field of the user lookup page, or scan it from their library card. This will take you directly to the user id & information page.

keyword search: Enter any criteria available from the patron account information into the search terms field of the user lookup page. All fields of a patron account are indexed and a keyword search will pull all patron accounts containing the search criteria that you entered. The search will take you to the search results page.

Please Note: If invalid information is entered in the user id or search terms fields, you will receive the following error message: No matching records found - try again. To clear the error message Select the X and complete a new search.

user lookup - search results
The CARL•Connect patron search results page confirms the search terms used, and the number of results found, using your basic search or advanced search criteria. This information is located above the results grid. 10 result sets are displayed per page, with a maximum limit of 500 results. You can scroll through the search results pages using the page numbers or the First, Last, Prev and Next buttons at the bottom of the search results screen.

results grid: The columns in the search results page list information pulled from the CARL•X patron database, based on your search criteria. All columns on the search results page are sortable as indicated by the arrow icon, and all columns are expandable. Select the column name you would like to sort by, and view the results by that column in ascending or descending order. That column heading will be highlighted in red. The information included is:

first name: First name of the patron

last name: Last name of the patron

address: The patron’s Primary or Secondary address, City, State, and ZIP Code

phone #: The patron’s Primary or Secondary phone number

user id: The patron’s unique identification number from their library card

status: This field indicates the patron’s current standing with the library. Patrons fall into the following 5 categories:

1. Good - This status indicates that a patron account is in good standing, with no restrictions. This status is displayed in green.

2. Alert - This status alerts staff that an action may be needed on a patron account, such as an email or address update. An alert can also be placed on a patron account by a staff member. This status is displayed in yellow.

3. Restricted - This is a blocked status placed on a patron account by a staff member. This status is displayed in red.

4. Blocked w/ Override - This status is set by the system when a patron account surpasses library established blocking thresholds, and has been overridden by a staff member to complete an action against that patron account. This status is displayed in red.

5. Blocked - This status is set by the system when a patron account surpasses library established blocking thresholds. This status is displayed in red.

selecting a patron: Highlight your patron by selecting anywhere within their results to move to the user information page. Once in the user information page, you can return to the search results page at any time by selecting back to results in the top left corner of the screen. Your previously selected patron will be highlighted in grey.


about CARL•Connect
version: 1.4.4
ip address: 10.9.0.11