Note: In addition to searching for a patron by name or media number, a user can also search for a patron by facility.
Use the following procedure to search for a specific patron:
1. From the Patron menu, select Search for Patron. The Patron Search page is displayed.
If there has been a previous patron search during the current session, the search results will be displayed.
2. Select a search option in the drop-down menu:
•Find By Last, First, Middle: Search for a patron based on last name, first name, middle name.
•Find By ID: Search for a patron based on ID number.
•Find By Alternate ID: Search for a patron based on Alternate ID number.
3. Enter text in the search field, and click Search. The search results display in the Patron List grid.
Note: To remove the search criteria, click Clear.
4. From the Patrons Search Results grid, click on a row to select a patron.
Note: Once a patron is selected, the Patron Search Results grid will not be displayed. To re-display the grid, use the browser’s Back button or select Patron > Search for a Patron from the navigation menu.
Once the patron is selected, if the patron has a note alert, the Note Alerts pop-up window will display if configured to do so. Refer to the User Preferences section for more information.
5. After you select a patron, you can edit the patron’s general information settings.