Patron record details
Learn how to look up patrons and find information about sections of the patron record.
Find a patron by barcode
- Under Assist Patrons, scan or type the barcode into the Enter barcode field.
- If you typed the barcode, click Go or press <Enter>.
Barcodes are case-sensitive when searching for users.
Search for a patron
- Under Assist Patrons, select an index from the drop-down. Indexes include:
- Name, ID, Email: Search terms entered for this index returns results based on the following:
- Name: Last name, First name, Middle name, nickname
- ID: Barcode, User ID at Source, ILL Identifier, PPID
- Email Address: Email address located in the Library Record area of the Basic User Data accordion for the user
Note: Values searched upon for the name and email address in the Name, ID, Email index may generate slightly different results than the individual Name and Email index.
- The Name, ID, Email index takes a single token from the user input and compares with a left-handed match of a searchable value. Example: "smith"
- The individual Name and Email index searches allow multiple tokens to be passed, separated by spaces. Example: "smith* john*"
- Identifier: Searches the circulation barcode, ILL identifier, User ID at Source, and PPID.
- Name (Default): Contents of the First Name, Middle Name, or Last Name.
Do not type a comma (,) if you are searching by the patron's first and last name. - Barcode: Barcode (ID number) of the patron. Barcodes are case-sensitive when searching for users.
- User ID at Source: The ID of the patron in an external system (e.g. ILS, PeopleSoft, Banner, CAS).
- Email Address: Email address of the patron.
- Phone Number: Phone number of the patron.
- Street Address: Address of the patron (e.g., house number, street name).
- Postal Code: Postal code (e.g., zip code) of the patron's address.
- Search patrons of all libraries: Deselect the check box to search for patrons from your institution. When the check box is selected, patrons across all institutions in your group will be shown. You can only edit patrons from your institution.
This option only appears if you are part of a WMS group.
- Name, ID, Email: Search terms entered for this index returns results based on the following:
- In the search field, enter your search terms.
- Click Search or press <Enter>.
- Click the patron's Name to view their account.
Take actions on search results
If your library is a member of a group, you can view all patrons in the group, but can edit only your library's patrons.
Patron record
Click the patron's Name to view the patron record's five sections.
Checkout
Includes Account Overview (totals for loans, overdue items, and holds), balance for unpaid bills, an item scanning area, and a list of items currently checked out.
- If the library user has a membership status, the status will appear at the top of the screen. Expiration dates for the membership status will appear in Account Overview. See Manage library memberships for more information.
- If a user is suspended, the end date and time of the suspension will appear at the top of the screen. See Suspend patrons for more information.
Use the Checkout screen to check out materials to the patron.
See Check out for more information.
Holds
Provides information on hold requests and scheduled items.
See:
Bills
Provides information on outstanding bills for fines and fees, and account history that lists paid/waived/refunded fines and fees.
Profile
Some fields need explanation.
History
See Patron history.