Sierra Password Questions Sorted

	A	B	C
1	Question	Type	Answer Source

2	How will this affect the patron’s interaction with Prospector?	3rd Party Vendors	External/Internal
3	What exactly will Overdrive users experience, and how can we prepare to help them?	3rd Party Vendors	External/Internal
4	We understand that the Sierra & Pika switch need to happen simultaneously, but must everything else happen at the same time? In other words, may we phase in Overdrive, PC Res, databases, etc. If so, what is the recommended order.	3rd Party Vendors	External/Internal
5	If a patron uses their alotted time for daily use (without requesting an extension) is there a workaround for providing additional access? Currently we just let them use a guest pass with the 6-digit convention.	3rd Party Vendors	Internal
6	VPL provides internet - only cards. How will this pin process affect users with these cards?	3rd Party Vendors	External/Internal
7	How should we prepare self-checks? What do we need to do in preparation and on the day of the launch?	3rd Party Vendors	External/Internal
8	Will anything beyond a library card number (i.e. a password) be required to use the self-check?	3rd Party Vendors	External/internal
9	Will Marmot help work with Bibliotheca and other vendors to help implement this change?	3rd Party Vendors	External/internal
10	What systems would continue to use only a library card number? (From a patron-use perspective?)	3rd Party Vendors	Internal
11	What systems will require the use of passwords?	3rd Party Vendors	Internal
12	Are there systems that can be optional for use of passwords?	3rd Party Vendors	Internal
13	Will guest passes require the creation of a username/password? Or may we retain the 6 digit convention?	3rd Party Vendors	Internal
14	Will print release require the same username/password?	3rd Party Vendors	Internal
15	Is it necessary to use patron barcodes at all? Given the security and constant purging of user information on the public devices, is it necessary to employ onerous username/passwords? Should everyone just use a guest pass? We can call them "computer passes" and use them as anonymous and one-time-use means of access.	3rd Party Vendors	Internal
16	What exactly does the PC Res part mean for our library - each computer or just the main workstation? Will this impact the printing services?	3rd Party Vendors	Internal
17	If a database (Mango, Gale Small Business Builder, Learning Express, etc.) already employs a username/password means of account access/security, is it necessary to add another layer?	3rd Party Vendors	Internal
18	Kanopy and Hoopla already employ username/passwords once initial library card authentication is complete. Is this secure enough?	3rd Party Vendors	Internal
19	Could NYT and WSJ be convinced to use the Marmot username/password as a means of account creation on their side for access? Entering a username/password for Proxy--then again to create your passes--feels redundant to a patron.	3rd Party Vendors	Internal
20	How will this affect Overdrive? What will patrons need to input for access - barcode + password? name + barcode + password?	3rd Party Vendors	Internal
21	How might this affect our connections with any vendor that asks our patrons to create an online account (Hoopla, Kanopy, Mango Languages). Do we tell these vendors that a patron must enter a barcode + password, or name + barcode + password when setting up an online account.	3rd Party Vendors	Internal
22	Will current patrons using an Overdrive, Kanopy, Hoopla app have to input their new password once the switch is fliped to regain access to their content?	3rd Party Vendors	Internal
23	What kind of notification do we need to give 3rd party vendors that are not associated with Marmot?	3rd Party Vendors	Internal
24	Will databases currently offering IP authentication for use in house require a username/password?	3rd Party Vendors	Internal
25	Will placing holds on Prospector materials require the same username/password? Or will it retain the name/barcode convention?	3rd Party Vendors	Internal
26	What information do we give our vendors to facilitate the use of passwords.	3rd Party Vendors	Internal
27	Will the Mountain Village vending machine be affected? (This runs on a SIP connection)	3rd Party Vendors	Internal
28	Does this present an unnecessary barrier to access for our patrons? Due to lost/forgotten passwords and/or the perceived hassle of having to have yet another password?	Barrier to Access	External
29	We all know that this is an important group of users and they mostly have preset access, so we want this to be easy!	Barrier to Access	Internal
30	How does this affect students and teachers already managing several platforms and authentication methods?	Barrier to Access	Internal
31	What will be the default PIN for Vail PL patrons? not all of our patron records have birth year info	Default Password	Internal
32	Can each library pick our own default password?	Default Password	Internal
33	Will there be a default PIN?	Default Password	Internal
34	When creating a new library card, will staff be prompted to have patrons set up their password at the moment of account creation? Same question for online card registration?	Default Password	Internal
35	Will patrons be creating unique passwords for each affected system (Pika, OverDrive, EZ Proxy, etc) or will one password log them into every system?	Default Password	Internal
36	Will patrons be required to change their password when they log in to Pika?	Default Password	Internal
37	Can we make changing their password optional?	Default Password	Internal
38	Can we establish a default pin?	Default Password	Internal
39	Are passwords created at the time a new patron account is created? What would a new patron account workflow look like in a password based system?	Default Password	Internal
40	Will EZProxy employ the new password system? If so what will patrons need to input for access - barcode + password? name + barcode + password?	EZProxy - Databases	Internal
41	We have passwords on Sierra and Overdrive. Not quite sure what the changes might mean in general so would need more information before I can develop any intelligent questions!	General	Internal
42	Will this new system include 2-factor authentication?	General	Internal
43	I put holds on books in Prospector for patrons almost weekly. The form that is used for request a purchase with the option to request from another library does not have a place for a password. I will not be able to provide this service if I do not have access to the password on a patrons card. Will I be able to see the password to complete this service?	Hold Management	External/internal
44	As a cataloger I put immediate patron holds on the items I've cataloged that people are eager to obtain. My concern is that I would not be able to do this service without access to patron passwords. How would an override occur in order to place a hold without a patron password? Will an override be possible without a lot of extra time?	Hold Management	External/Internal
45	Will a password be required in Pika to place holds?	Hold Management	Internal
46	How will staff be able to place holds for patrons?	Hold Management	Internal
47	What happens with children's cards? Are the adults responsible for children's pin #s? We have check out available to public school kids through their student id #, how is the pin applied in this case?	Minor Children	External/internal
48	Would individual library systems be able to opt out of patron passwords if they feel it is not necessary for their system? Would opting in at a later time be possible?	Opt out	Internal
49	What are the requirements of a password (i.e. alphanumeric, special characters, etc)? and how often will the password need to be changed? Can Marmot libraries influence this decision (length of password phrase vs. special characters)?	Password Best Practices	Internal
50	Will the user name be other than a first or last name	Password Best Practices	Internal
51	Will they need to create a complicated password (upper/lower case, special symbol or number) or will be it be a simple (say -- 4 digit) password? We have a lot of elderly patrons who would have difficulty remembering their password if so.	Password Best Practices	Internal
52	How often would passwords need to be reset (assuming patrons can remember their passwords)?	Password Best Practices	Internal
53	Will passwords expire? Will patrons be forced to change their password on a regular basis?	Password Best Practices	Internal
54	If a patron loses their password, how can they reset it? What is the staff’s involvement, if any, in this process?	Password Reset	External/Internal
55	If a password is updated, how long will patrons have to wait until the regain access to Overdrive, Pika or the proxy server.	Password Reset	Internal
56	Can patrons reset their password in Pika?	Password Reset	Internal
57	What will patrons need to reset their password?	Password Reset	Internal
58	What automated system will exist to help patrons recover or reset their passwords?	Password Reset	Internal
59	What is the process for a patron who has forgotten their PIN?	Password Reset	Internal
60	How will patrons reset their PINS? either the first time they want to use it OR if they forget the PIN and need to create a new one?	Password reset	Internal
61	Will patrons have the option to update their passwords via their Pika/Online account?	Password Reset	Internal
62	May we assume that whatever a patron needs to do to login into their oline Pika account that they use the same combination for the Classic OPAC?	Pika/OPAC	Internal
63	What will patrons need to input for access - barcode + password? name + barcode + password?	Pika/OPAC	Internal
64	Did you share publicly and in the library what the default password would be?	Publicity/Staff Training	External
65	What messages resonated most?	Publicity/Staff Training	External
66	What were the biggest issues that you encountered?	Publicity/Staff Training	External
67	What recommendations to you have for this implementation?	Publicity/Staff Training	External
68	How have the patrons of the libraries that have implemented this responded?	Publicity/Staff Training	External
69	What information did you publicize to patrons?	Publicity/Staff Training	External/internal
70	Did you use the term PIN or Password?	Publicity/Staff Training	External/internal
71	How will existing patrons be informed of this change? How will this program be rolled out to the patron? How will existing patrons set up their password?	Publicity/Staff Training	External/Internal
72	Will Marmot create documentation explaining the password set-up process for library patrons?	Publicity/Staff Training	Internal
73	We need materials (graphics, sound bites) to educate patrons and on how to troubleshoot their accounts. Will Marmot provide us with the same messaging so that we are sending a consistent professional message?	Publicity/Staff Training	Internal
74	Will Marmot created staff tutorials to troubleshoot common patron stumbling blocks, e.g. how to reset a password, what's changed on a patron's account, at what level may staff help, etc.	Publicity/Staff Training	Internal
75	Will we be provided with communication templates, messaging, materials?	Publicity/Staff Training	Internal
76	Is this going to be the standard for all public libraries going forward?	Publicity/Staff Training	Internal
77	Will Marmot create a video/tutorial to convice staff of the necessity of this implementation.	Publicity/Staff Training	Internal
78	Will Marmot create a patron facing video to explain the implementation and how to troubleshoot?	Publicity/Staff Training	Internal
79	How does having a password/PIN protect information?	Publicity/Staff Training	Internal
80	Will you be able to prepare generic wording to put on the website, social media etc before passwords are implemented?	Publicity/Staff Training	Internal
81	How much tech support provided by Marmot?	Publicity/Staff Training	Internal
82	How will we handle password recovery or changes for Juv and Students as it relates to the schools and parents. Currently BWML does not change barcodes on a school account. Will this be similar?	Sierra	Internal
83	How would this password requirement work with or against our College's single sign on CAS software.	SSO	Internal
84	How do you deal with customers who frequently ask the staff to place items on hold for them? (usually seniors and/or patrons without home access to the internet)	Staff impact	External
85	What are the challenges that the Circ staff face?	Staff impact	External
86	Are certain procedures more or less time consuming, and which ones?	Staff impact	External
87	What are the pain points for other libraries?	Staff impact	External
88	Obviously we have to apply a simple password to all Sierra accounts to start this program, but this does not solve the underlying issue of staff being able to access the reading history of patrons. Will Pika and Sierra force a password update when a patron either logs in via our online catalog or when staff update an expired account?	Staff impact	Internal
89	We understand that the purpose of passwords is to keep bad actors from accessing patron's reading history, but there are times when we are able to provide erxceptional customer service by being able to log into their online accounts to troubleshoot and facilitate hold managment. Is it possible to have a master password that only key staff use so that we may continue to provide these services.	Staff impact	Internal
90	How feasible is it to help patrons reset passwords over the phone?	Staff impact	External/Internal
91	How would staff be able to assist patrons who've forgotten their passwords. Will it somehow be linked back so it can be changed without staff involvement?	Staff impact	External/Internal
92	How much staff involvement would be required to maintain passwords?	Staff impact	External/Internal
93	What is the balance of service or fundamental philosophy of this service? Will staff be able to help patrons change passwords or will we absolve ourselves of all service and instead direct patrons to an online portal to retrieve, update and troubleshoot.	Staff impact	Internal
94	Will staff have the same access in Sierra and in OPAC to patron accounts as we currently do?	Staff impact	Internal
95	Can staff change patron passwords or just reset them back to the default?	Staff impact	Internal
96	Basically: Can staff change a patron's username and/or password with ease and in real time?	Staff impact	Internal
97	Can staff access patron’s Pika account without their password? Often staff are attempting to help patrons navigate the public interface.	Staff impact	Internal
98	Will we be able to access patron's passwords in Sierra?	Staff impact	Internal
99	Will staff be able to update a patron's password via Sierra?	Staff impact	Internal
100	Will staff be able to tell a patron what their password is?	Staff impact	Internal