How to search a patron?
Clicking on the link to the Patron module will bring you to a search/browse screen forpatrons. From here you can search for a patron by any part of their name or their card number.
Clicking the small plus sign [+] to the right of the search box will open up an advanced patron search with more filters including the ability to limit to a specific category and/or library.
You can also filter your patron results using the search options on the left hand side of the page.
Depending on what you have chosen for the 'Search fields' you can search for patrons in various different ways.
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Standard:
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Enter any part of their name, username, email address or barcode
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Email:
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Enter any part of their email address and choose 'Contains' instead of 'Starts with'
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Borrower number:
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Enter the Koha borrower number
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Phone number:
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Enter the phone number exactly as it is in the system or by using spaces between each batch of numbers.
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Example: To find (212) 555-1212 you can search for it exactly as it was entered or by searching for 212 555 1212
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Street address:
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Enter any part of the patron's address (includes all address fields) and choose 'Contains' instead of 'Starts with' to find the string anywhere in the address
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Date of birth
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Birth dates should be entered using the format set forth in the dateformat preference.
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Sort field 1
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This is a custom field that libraries can use for any type of data about the patron.
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Sort field 2
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This is a custom field that libraries can use for any type of data about the patron.
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You can also choose to either search for fields that start with the string you entered or contain the string. Choosing 'Contains' will work like a wildcard search.
You can also browse through the patron records by clicking on the linked letters across the top.
