Delete Patron Information

The Delete sub-tab of Update Patrons lets you delete patron information. You can use it to delete multiple patrons or notes, based on:

  • Barcode list or file
  • List of patrons selected through searches
  • Patron list from global criteria:
    • Graduation year
    • Grade level
    • Homeroom
    • Card expiration date
    • Patron type
    • Patron status

This is useful when a large number of patrons are no longer associated with your library or school, or for cleaning up patron records at the end of the school year.

Note: Any items patrons have checked out are marked as lost; fines and refunds are deleted. Deleting a patron record also deletes all historical circulation records associated with that patron.

Delete Based on Global Criteria

To delete a single patron record, use the Manage Patrons Delete feature.

To delete patron information: 

  1. Select Admin > Update Patrons > Delete sub-tab.
  2. From the Delete drop-down, select the information to delete: 
    • Patrons
    • Notes
    • Recommendations (Library Manager Only)
  3. From the Based on drop-down, select the information on which you want to base the deletions:
    SelectThen...
    Global Criteria

    Update Patrons page Delete sub-tab global criteria

    1. From the Whose list, select the patron field on which you are basing the deletion.
    2. In the is field, select or enter the contents of the field that you want Destiny to find.
    3. If the ...and Patron Type is appears, you can leave the default Any, or use the drop-down to limit deletion by type.
    Barcode list or file

    Update Patrons page Delete sub-tab based on Barcode

    Identify the patron records to delete.

    • To select an existing file, click Browse.
    • To create a list, use the Create a barcode list field to scan the barcodes.
      Note: To remove a barcode number from the list, select it and click Remove.
    List of Patrons

    Update Patrons page Delete sub-tab based on patron list

    To identify the records to delete:

    1. In the Find patron records with field, enter a value.
      Note: If you do not have the whole name or word, enter part of it, followed by *, or use a question mark (?) to replace a single letter.
    2. In the drop-down next to in, select the field to search.
    3. Click Search.
    4. In the list that appears, find the correct patron and click Select. The patron moves to the Currently Selected section at the bottom of the page.
    5. Repeat these steps for each patron.
  4.  By default, patrons with outstanding transactions are preserved. You can select Allow patrons to be deleted even if they have outstanding transactions.
  5. To preview records before deleting them:
    1. Click Preview.
    2. When the Job Manager opens, click View.
    3. If the deletions appear correct, click Delete All at the bottom of the summary to change the due dates.
  6. Once you have defined the changes and identified or selected the patrons, click Delete All to begin the update.

Job Summary

For each Delete job or preview, Destiny generates a Job Summary showing how many records were deleted or skipped and lists the records.

Previews include the ability to delete all, or edit a patron in the list.

The summary lists the following information.

If you deleted patrons:

  • Patron name
  • Patron barcode number
  • Patron type
  • Whether the patron was deleted or skipped (and the reason)

If you deleted patron notes:

  • Patron name
  • Patron barcode number
  • Patron type
  • Contents of the note
    Important notes are displayed in red and designated by Important.

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