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Delete patron account

Learn how to delete a patron account.

Overview

Deleting a patron removes their account from the system. This action should be performed with caution. It cannot be undone.

 Note: If you are part of a WMS group, you can only delete patrons from your institution. You can only delete patrons if you have been assigned a role of User Admin, User Manager, Circulation Admin.

Accounts cannot be deleted if the patron has:

  • Outstanding checkouts
  • Outstanding bills
  • Been sent to a collection agency

If you try to delete a patron account that cannot be deleted, you will receive a message explaining why the patron could not be deleted.

 Note:  Deleted patrons will display as ‘N/A’ in WorldShare Circulation reports. In the case of deleted patrons whose fines were waived just prior to deleting, the fine will still be shown as outstanding in WorldShare Reports, with the associated patron data displaying ‘N/A’, as there is no longer patron information to associate with the transaction.

  • To avoid this occurring, waive the patron fine and wait until the following day before deleting the patron account.

For information about bulk deletion of patron accounts, see Patron data files.

Delete a patron account

  1. In the WorldShare Admin module, search for the patron you want to delete.
  2. In the patron account, click Delete User Record.
  3. In the Delete User window, click Delete.
  4. The Delete User Record window appears and the system confirms the deletion.
  5. All outstanding hold requests or item schedules associated with the patron account will be removed. Any reference to the user in item statistics will display as 'Unknown Patron.'

Watch a video

Delete a patron record (4:58)

Patron accounts can be deleted if there are no outstanding circulation-related transactions associated with the account. This video reviews how to delete a patron account, why deletion may be unsuccessful, and how deleted patron information appears in reports.

 

 

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