Chapter 123. Circulation - Patron Record

Table of Contents

Searching Patrons
Retrieve Recent Patrons
Setting up Retrieve Recent Patrons
Retrieving Recent Patrons
Registering New Patrons
Patron Self-Registration
Updating Patron Information
Renewing Library Cards
Lost Library Cards
Resetting Patron’s Password
Barring a Patron
Barred vs. Blocked
Staff-Generated Messages
Patron Alerts
Patron Notes
Staff-Generated Penalties/Messages
Add a Message
Modify a Message
Archive a Message
Remove a Message
User Buckets
Create a User Bucket
Batch Edit All Users
Batch Modify Statistical Categories
Batch Delete Users
View Batch Changes
Roll Back Batch Changes
Sharing Buckets

Searching Patrons

To search for a patron, select Search → Search for Patrons from the menu bar.

The Patron Search screen will display. It will contain options to search on the following fields:

  • Last Name
  • First Name
  • Middle Name
circulation_patron_records 1a

Next to the Clear Form button there is a button with an arrow pointing down that will display the following additional search fields:

  • Barcode
  • Alias
  • Username
  • Email
  • Identification
  • database ID
  • Phone
  • Street 1
  • Street 2
  • City
  • State
  • Postal Code
  • Profile Group
  • Home Library
  • DOB (date of birth) year
  • DOB month
  • DOB day

To include patrons marked “inactive”, click on the Include Inactive? checkbox.

circulation_patron_records 1b

Tips for searching

  • Search one field or combine fields for more precise results.
  • Truncate search terms for more search results.
  • Search ignores punctuation such as diacritics, apostrophes, hyphens and commas.
  • Searching by Date of Birth: Year searches are "contains" searches. E.g. year "15" matches 2015, 1915, 1599, etc. For exact matches use the full 4-digit year. Day and month values are exact matches. E.g. month "1" (or "01") matches January, "12" matches December.

Once you have located the desired patron, click on the entry row for this patron in the results screen. A summary for this patron will display on the left hand side.

circulation_patron_records 2

The Patron Search button on the upper right may be used to resume searching for patrons.