Circulation Training Kit

Patron Registration Module

Objectives

When finished with this module, staff will know how to:

  • How to register a new local patron 

  • How to register a new Non-CCS Reciprocal Borrower patron 

  • How to renew an existing patron 

  • How to re-register a patron who has moved into your service area 

To complete this module:

  1. Watch the related Two-Minute Tutorials​ (jump to section)

  2. Read through the documentation (jump to section)

  3. Perform the training Lab (jump to section)

  4. Take the unit quiz (jump to section)

 
Two-Minute Tutorials

Registering a Local Patron in Leap

Click on video to watch in full screen.

Re-Registering or Updating a Patron in Leap

Click on video to watch in full screen.

Renewing a Library Card in Leap

Click on video to watch in full screen.

Registering a Non-CCS Reciprocal Borrower in Leap

Click on video to watch in full screen.

 
Documentation

1. Registering a New Patron

Instructions for how to register a new local patron. This patron does not have an existing record in CCS.

2. CCS Circulation Manual: Sections 1 and 2 

Section 1 of the CCS Circulation Manual contains information on registering new patrons. Section 2 contains information on renewing, re-registering, and updating library cards.

3. Renewing a Library Card

Instructions for how to renew an existing patron's privileges. This patron has an existing record at your library.

4. Re-Registering or Updating a Patron

Instructions for how to register an existing patron to your library. This patron has an existing account at a different CCS library, but has moved into your library's service district. Also contains guidelines for updating information in existing records.

5. Registering a Non-CCS Reciprocal Borrower in Leap

Reviews data entry information specific to registering Non-CCS Reciprocal Borrowers.

 
Labs

LAB 1: Registering a New Local Patron

Download PDF

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LAB 3: Registering a Non-CCS Reciprocal Borrower

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LAB 2: Renewing a Library Card

Download PDF

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LAB 4: Re-Registering a Patron to Your Library

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Unit Quiz