Course Desciption: This course demonstrates how to create and edit patron records.

Membership Level: Basic Online and Fully Participating

Video: Approximately 32 minutes.

Course Objectives: This course covers the following Core Circulation Competencies:

- Enter new patron records
- Modify existing patron records
- Modify existing patron records and renew a patron expiration date
- Modify existing patron records and re-register existing record from another library
- Modify existing patron records and reset PIN number
- Format the name fields in the patron records to account for preferred names vs. legal names, suffixes, and
understand how these impact patron name searches
- Format unique ids in patron record
- Enter multiple email addresses in patron record
- Rearrange the order of note fields in patron record

Course Tips:

Before starting the course, verify you can log in to the PrairieCat support site to access policies and procedures documentation. Library staff will use their L2 username and password to log in to the PrairieCat support site.

It is recommended to download/review associated files/documents prior to watching the video.

This course is self-paced but please use the "Send message" function under "Messages" to contact the course instructor(s) if you have questions or need assistance.

For more help navigating TalentLMS, see the quick guides in the How to Use TalentLMS course.