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
- Aprenda a eliminar una cuenta de usuario.
- 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
- Conozca el historial de los usuarios, que incluye el Historial de transacciones y el Historial de notificaciones.
- Manage patron bills
- Aprenda a crear y gestionar facturas desde la cuenta de cliente.
- 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.