Patron management
In Circulation, discover how to research patron accounts to assist in circulation activity, create new patrons, and work with bills and fines.
For information about managing patron data via a patron load, see Patron data files.
- Patron record details
- Learn how to look up patrons and find information about sections of the patron record.
- Block a patron
- Learn how to manually block a patron.
- Create new patron
- Learn how to create a new patron.
- Delete patron account
- Learn how to delete a patron account.
- Edit patron barcodes
- Learn how to edit and manage barcode updates for patron records.
- Manage library memberships
- Learn how to manage memberships for your patrons from whom your library may require a paid membership.
- Manage patron bills
- Learn how to create and manage bills from the patron account.
- Patron history
- Learn about patron history, which includes Transaction History and Notification History.
- Patron notes
- Learn about patron notes, and how to add and delete them.
- Proxy patrons
- Learn how to create a proxy patron, use proxies with WorldShare Circulation, and block a proxy patron.
- Suspend patrons
- Learn how to suspend patron accounts.