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Patron management

Course description

After completing this class, learners will be able to search for patron records, create new patrons, explain the sections of the patron record, and explain patron’s access their own library accounts through WorldCat Discovery.

Topics covered include:

  • Searching patron records
  • Creating a new patron record
  • Sections of the patron record
  • Proxy patrons
  • Deleting patrons
  • Patron access to their library account in WorldCat Discovery

Circulation supervisory staff, as well as circulation person-in-charge staff should attend this class.

Register for live, online training

No sessions scheduled at this time.    

View a recorded session

View a recorded session (59 minutes)

Course handouts

Class handout - Patron management


Request closed captioning
Closed captioning is available in the US upon request with 5 business days' notice. To request closed captioning for a training session, please contact us at

Cancellation policy
In the event of low attendance, OCLC may cancel a training session. In this situation, registrants will be notified by email in advance of the session.