Patron record details

Find a patron by barcode

1. Under Assist Patrons, scan or type the barcode into the Enter barcode field.
2. If you typed the barcode, click Go or press <Enter>.

Barcodes are case-sensitive when searching for users.

Search for a patron

1. 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.

   • Identifier: Searches the circulation barcode, ILL identifier, User ID at Source, and PPID.
   • 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. 
      Note: This option only appears if you are part of a WMS group. The interface remembers the staff member's last selection for this option and automatically selects/unselects the next time they log in.
2. In the search field, enter your search terms.
3. Click Search or press <Enter>.
4. Click the patron's Name to view their account.

 Note: The user interface remembers the option the staff member last selected for the secondary patron lookup option in Assist Patron and automatically selects this option the next time they log in. 

Claims

Provides a list of loans that a patron has claimed lost, never had, or already returned. Use this list to understand a patron's claim counts and any associated blocks on their account imposed by a Patron Type Policy.

The Claims tab includes:

• Date 
• Claim Reason
• Title 
• Barcode

Library staff with the following roles will be able to view the Claims tab:

• Circulation Admin
• Circulation Desk
• Student Worker
• Student Worker Circulation

 Notes:

• The Claims tab does not appear for proxy patrons. All claims can be viewed on the primary user's account.
• A withdrawn item's record will not be purged from the system if the item's status is Withdrawn (Lost), Withdrawn (Claimed Returned), or Withdrawn (Claimed Never Had).
  • A withdrawn item will only be purged from Circulation at the end of your deleted items retention period if the item's current status is Withdrawn (Available), Withdrawn (Unavailable), or Withdrawn (Missing). 
• Accounts cannot be deleted if the patron has claimed lost, returned, or claimed never had loans that have not been withdrawn and purged from WMS.
  • To clear a user's claims, check in the item and then optionally withdraw or mark the items as missing.

For Circulation groups:

• The Claims tab includes items from any institution in the group that were claimed by this patron. Also, staff will be able to view the complete list of claims for any patron in their group.

Profile

Some fields need explanation.