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Patron Transfers and Account Management

Managing Patron Accounts Between Member Libraries

SEO Principles of Cooperation:

"The SEO Advisory Committee encourages member libraries to accept library cards from any other SEO member library, provided the card is in good standing. While there are valid reasons for a user to request a card from your specific library (such as access to local databases), libraries are encouraged to refrain from issuing a new card to any user with delinquent charges at another member library."


When a patron moves into your service area and requests a library card, your library has the option to either update their existing consortium account or issue a new one.


Updating an Existing Account

If your library chooses to use the patron's original consortium card, staff may update the following fields in the Modify User wizard:

  • Name and Address data
  • Privilege dates
  • Demographic information
Coordination Required: Do not change the Library or Profile Name fields without first notifying the circulation contact at the patron's original home library.

Issuing a New Account and Removing the Old One

If your library decides to issue a completely new library card, follow these best practices for account maintenance:

  • Patron-Led Removal: Encourage the patron to contact their former library to request that their old account be deleted.
  • Library-Led Removal: Offer to contact the original library on the patron's behalf to facilitate the account removal.
  • Automatic Purge: If the patron prefers to keep the old account active, or if no contact is made, the system will automatically purge the inactive account after three years of zero activity.

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