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