Chapter 114. Circulation - Patron Record

Table of Contents

Searching 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

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

You patrons searches may also include patrons marked “inactive” if you 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.

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.