Every kind of member
Support individuals, households, libraries, institutions, and members with no email or login, including administrators who are not members.
Membership records
Clean member records, even when the real world is messy.
Keep people, households, institutions, plans, terms, and accounts accurate without flattening every member into the same shape.
Preparing for a limited pilot. Production use follows an organization-specific migration, rehearsal, configuration, and approval.
The governing idea
Keep the relationship intact through every change.
A person, member record, membership, term, and login remain connected but distinct, so a shared email, new address, or account change does not erase identity or history.
Records that match reality
01Represent members as they actually are.
Model the relationship clearly enough to support today’s work without losing the history the organization depends on.
Exact membership terms
Define price, duration, renewal basis, grace period, delivery, and included resources, then derive current status from the actual term instead of an editable flag.
Accounts stay separate
Link verified accounts without merging them into member records, preserving shared household email, multiple organization memberships, and identity through email changes.
A controlled move
02Bring history forward without bringing chaos with it.
Review source data and exceptions before the new system becomes the place staff rely on.
Reviewed CSV imports
Map and normalize fields, preserve member numbers and source IDs, review address and email quality, and preview changes before writing records.
Duplicates need a decision
Surface likely duplicates, shared emails, household relationships, institutions, paid-through history, and delivery conflicts for human review.
Migration work can recover
Keep row-level outcomes, reconcile counts, isolate errors, and provide clear correction or rollback paths if an import needs another pass.
Daily service
03Make common member questions easier to answer.
Staff and members work from the same relationship record while permissions protect sensitive details and actions.
Faster staff support
Search, filter, review, and update records; manage plans and terms; and see the membership activity behind a member’s current status.
Useful member self-service
Let members review status, paid-through date, renewal choices, receipts, contact details, delivery preferences, directory privacy, and support requests.
Claiming, delegation, and privacy
Use expiring claim invitations, explicit household or authorized-contact access, and governed export, correction, consent, and deletion requests.