Secure and Release Patron Records

You can secure an individual patron record from the Patron Status workform using a Tools option, or secure multiple patron records from the Patron Record Set workform using Bulk Change. See Bulk-Changing Patron Records.

When you secure a patron record, all circulation and payment activity, and most other patron record updates are prevented, in both the staff client and the PACs (PowerPAC, Mobile PAC, and Children's PAC).

The following activities are also prevented if a patron is secured:

Sending Fines notices. Patrons with secured records do not receive Polaris Fines notices, since the assumption is they are now obligated to deal directly with the collection agency regarding their debts. The library can still produce Patron Billing Statements.
Checking out items or logging into the patron's account from a self-check unit
Deleting the patron record
Designating the patron as a community representative
Using Outreach Services for a patron
Editing a community profile from the PAC (if the patron is already a community representative)
Checking out in offline mode

In addition, secured patron records are never included in collection agency Submission, Update, or Synchronization reports because these records cannot have any changes made to them (including adding collection agency fees or taking payments).

Note:
If your library uses the secure patron feature and offline circulation, be sure to secure patron records when there is no offline activity and use the most recent offline file.