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.
- 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.
- Modernized interface: Contact patron
- Learn how to send a custom email notification to a patron directly from the WorldShare Circulation staff modernized interface.