Search for patrons

Use the Search Patrons page to add, view, edit, or delete a patron record.

Important: If you have an automated patron update process in place, any manual edits to a patron record are overwritten the next time the update runs.

To view, edit, or delete a patron record:

  1. Select Patrons > Search. The Search Patrons page appears.
    Search Patrons page.
  2. In the Search field, scan or type the patron's barcode; or enter a search term, and then use any of the following tools:
    • To limit your search by a specific parameter, such as last name or homeroom, use the drop-down.
    • To include inactive or restricted patrons, deselect Only active patrons.
    • To search all sites' patrons, deselect Only my patrons.
  3. Click Search.
  4. Do any of the following:
    • View a patron's details.

      Note: If there is only one match, the patron's details page opens. Otherwise, from search results, click the row with the name of the patron you want to view.

    • Edit or delete an existing patron.

To add a new patron:

Follow the steps to add patron records manually.