Home → Patron Account Management → Managing Existing Patron Accounts → Editing and Updating Patron Data
4.1. Editing and Updating Patron Data
Last Updated 08/07/2025
Updating Patron Information
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To update patron information, verify the patron's identity following your local library's policies. Click on Edit and make any requested changes. Always ensure contact information is up to date while updating any details. Save the changes and refresh the page.
Locate and Verify the Patron
It is always important to verify the patron's identity before changing any patron information.
- Retrieve the patron record as described in the section Searching for Patrons.
- Verify the patron's identity following your local library's standard policies.
Make Requested Changes
Once you have verified the patron's identity, navigate to the Edit tab to make any necesarry changes.
- Click on Edit from the tabs that display at the top of the patron record.
- Update the requested fields.
- Be sure that the patron's date of birth is included and confirm that contact information is current.
- When finished, select Save.
After selecting Save, the page will refresh. The edited information will be reflected in the patron summary pane.
Note: If the required fields as specified in your library's settings have changed since the account was first created, you may have to add more information, such as a phone number or stat cat, in order to save any edits.
Phone Number Requirements
The standard format requirements for the phone number field may have changed since the patron's account was created. The phone number field must contain only numbers and dhases, and must have exactly 10 digits (excluding dashes) in order to save. If an account contains a non-numeric entry in any phone number field, it must either be deleted or replaced with a valid phone number in order to save the account.