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 or edit information about sections of the patron record.
  • 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.
  • Patron notes
    Learn about patron notes, and how to add and delete them.
  • Patron history
    Learn about patron history, which includes Transaction History and Notification History.
  • Manage patron bills
    Learn how to create and manage bills from the patron account.
  • Block a patron
    Learn how to manually block a patron.
  • Suspend patrons
    Learn how to suspend patron accounts.
  • Proxy patrons
    Learn how to create a proxy patron, use proxies with WorldShare Circulation, and block a proxy patron.
  • Manage library memberships
    Learn how to manage memberships for your patrons from whom your library may require a paid membership.
  • Claims
    Find information about the Claims tab which provides a list of loans that a patron has claimed lost, never had, or already returned in WorldShare Circulation.
  • Contact patron
    Learn how to send a custom email notification to a patron directly from the WorldShare Circulation staff interface.