Edit a Patron Manually

Each Destiny user is considered a patron and must have a patron record that associates them with the materials they check out, fines they incur and any patron transactions. Typically, you edit a patron when patrons:

  • Transfer to or from another location (school or public library)
  • Alert you to incorrect information in their records

Important: If you have an automated patron update process in place, any manual edits to a patron record are overwritten when the automated patron update runs.

Notes: 

  • Users with Add/Edit patrons permission can edit patrons associated with their school. Users with the Manage Patrons for the District or Search for patrons across the district permission can edit patrons from any sites in the district.

  • Homerooms: Patron records that are not associated with a homeroom cannot take advantage of all the features.

Edit a Patron

To search the database and edit a patron:

  1. Select Admin > Manage Patrons.
  2. In the Find field, scan or type the patron’s barcode number, or type a keyword (such as a patron’s name).
  3. If you need to search for patrons at other sites, select the Search across the district checkbox, if available.
  4. To complete the task for active patrons, select the Only Active Patrons checkbox.
  5. Press Enter or click Search.
  6. Next to the patron you want, click Edit. The Edit Patron page appears.

    Note: District users see an +Add Additional Site button. When a patron is associated with more than one site, the Site Information section lists all the sites. You can edit, transfer or remove site associations.
    Site Information with Transfer Patron and Edit buttons.

  7. Make changes as needed.

    In the User Name field, use special characters (such as periods, dashes, underscores and apostrophes) to minimize the risk of patrons being considered duplicates or skipped during a patron import.

    Examples:   jsmith, j.smith, j-smith, j_smith, j'smith are each considered different patrons.

  8. To print a label when you save, select the Print Label on Save checkbox.
    Note: For more information, see Print Patron Barcodes.
  9. (Optional) Edit address information or add a picture.
    If you want to ...Then ...
    Update address information
    1. Click the Address sub-tab.
    2. Update address information, including:
      • Primary or secondary address
      • Primary or secondary phone numbers
    Add a picture
    1. Click the Picture sub-tab.
    2. Add a Patron Picture.
  10. When you are done, click Save.

Delete a Patron

  1. Select Admin > Manage Patrons.
  2. Search for the patron to be deleted.
  3. Press Enter, or click Search.
  4. In the search results list, find the patron’s record.
  5. Click Delete.
  6. When the confirmation message appears, click Yes.

For information on how to manually make changes to a group of patron records, see Update Patrons in Destiny Help.

For more on managing patrons, including free online training, webinars and educational resources, check out Follett Community.