Where does the email address go in a customer record?

In regards to the new Perm/Mailing/Temp address types, if the borrower has more than one address, it does make a difference which type their email address is attached to.

If a customer has:

• Perm Only – Use Perm to set email address & related fields
• Mailing & Perm – Use Mailing to set email address & related fields
• Temp & Mailing/Perm – Use Temp to set email address & related fields. When those dates expire, it will revert to whatever method is set in the Mailing/Perm.

Note: This affects hold and overdue notices. Preoverdue notices don’t care where the email address is listed on the record; they are controlled by a separate program. Lost notices are always printed and mailed to the borrower. If

In case, the email is not put on the proper address type, don’t worry. The notification will still be sent by print or phone (based on other settings in the record). 


rev. 4/2018

Borrower Moves From One SJVLS Jurisdiction to Another

If a patron has moved to Fresno County permanently, but was previously registered at another SJVLS library (Coalinga-Huron, Kern County, Kings County, Madera County, Mariposa County, Merced, Porterville, Tulare County, or Tulare Public), update their borrower record as follows:

i.   Update their address, email and/or phone as appropriate
ii.  Change the Location field to your branch code
iii. Change the BType to the appropriate FCPL code i.e. FAD, FCH, FYA, etc.
iv. Change the Bstat to the appropriate FCPL code i.e. f93705, f93721
v.  Change the Internet access to either Fresno Filtered or Fresno Unfiltered

It is not necessary to issue them a new library card.


rev. 4/2018

New Address type in Horizon

One of the changes in the Horizon 7.5.4 upgrade is the addition of a 3^rd address type: MAILING.  The following are the correct ways to input the 3 different addresses.

ADDRESS – PERM – Borrower's physical address of their permanent residence. REQUIRED for all borrowers.

* Enter address in ALL CAPS, no punctuation, on a single line whenever possible.

* Put the apartment (APT), suite (STE), mobile home space (SPC), etc. at the end.
* If the street name makes the address too long to put apartment/unit number at the end, put the APT / STE on Line 1 and the street address on Line 2.
* Proper entry of mailing address affects our postal rates and is based on USPS standards.

DO NOT enter PO Boxes here. See MAILING.

ADDRESS – MAILING – Use only if borrower has an address for mail delivery of correspondence / notices that differs from their PERMANENT address.

* Click "New" to create an additional address.
* Click “Mailing” radio button

ADDRESS – TEMP – Use only if borrower has a temporary mailing address, e.g. summer resident or college student

* Click “New” to create an additional address
* Click the “Temp” radio button.
* Enter the begin and end date for which that address will be used, using the format DD/MM/YYYY
* Enter the street address, City St, and postal code following rules
*If a customer had both a PO Box and physical (temporary) address, set the Begin and End dates for the Temp address in the past. Otherwise their temp (physical) address will be used to send them mail instead of their perm (PO Box) address. To make this easier set Begin = yesterday's date (i.e. 5/1/2017) and End = today's date (i.e. 5/2/2017).

The complete SJVLS Borrower Registration Data Entry Standards can be found here.

rev. 2/2018

New ATTN block when you need to see customer about their acct

A new ATTN block has been added to Horizon that can be applied to a borrower's account when staff needs to talk to them regarding their account (i.e. DVD case turned in without the DVD; library card left at desk, etc.) It prevents the customer from checking out at self check. The language on the block will say "Problem with account, contact library staff for specifics." Make sure the note you include with the block describes the issue so any staff member can resolve the question/problem.

Many branches have been using the Address Correction Request (ACR) block for this purpose. Bad idea. Using the ACR block stops any future printed or email notices from being generated for that customer for holds, overdues and lost items, and therefore should not be used for anything other than an address correction.  Click here for more information.