Downloading patron data and editing, blocking or deleting a patron

Downloading patron data

To support GDPR requirements, it must be possible to download all information (except PIN code) that the library system has about a patron in a machine-readable format. Only patron data for the current account is downloaded. If the patron has multiple accounts in a multi-account system, the patron needs to contact each account to get all data.

Only users with the Patrons - Download patron data permission has access to the Download patron data button on the Patron data tab.

  1. Go to the Patron section in the main menu.
  2. Search for the patron and click the patron to open the patron details window.
  3. Open the Patron data tab.
  4. Click Download patron data.

The file is saved in json format in the Downloads folder.

Editing patron data

You can edit the personal data for a patron.

  1. Open the patron details window and select Patron data.
  2. To edit details of a section, click the pen in the upper right corner of that section.
  3. Update data as needed.
  4. Click Save.

Blocking a patron

If you have an issue with a patron and this patron should not be able to use any of the services at the library, then you can block the patron. The block takes effect at this library only. You can block a patron even if there are loans, debts etc. Only users with the Patrons - Block/unblock patron permission has access to the Block patron button on the Patron data tab.

Note:
This is not the same as a block because debts have reached a certain limit. That is a soft block and cannot be reset from patron data; it can only be reset if debt is paid and below the block level.
  1. Open the patron details window and select Patron data.
  2. Click Block patron.
  3. Add a comment and click Block account.

To unblock a patron, follow the same instructions as when blocking, but click Unblock patron instead.

Deleting a patron

A patron might ask to be removed from the library. When you delete a patron, you delete them from your library; they can still be found in other libraries where they have an account. Only users with the Patrons - Delete patron permission has access to the Delete patron button on the Patron data tab.

  1. Open the patron details window.
  2. Make sure the patron has no loans, no reservations and no debts (check in each section). You cannot delete a patron who has active loans, reservations or debts.
  3. Open the Patron data tab.
  4. Click Delete patron.
  5. Click Delete patron again, to confirm.