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Searching for Patron Accounts [PINES Documentation]

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href="/docs/doku.php?id=home" class="wikilink1" title="home" data-wiki-id="home">PINES Documentation</a></bdi></span> » <bdi><a href="/docs/doku.php?id=circ:home" class="wikilink1" title="circ:home" data-wiki-id="circ:home">PINES Circulation Policies and Procedures Manual</a></bdi> » <bdi><a href="/docs/doku.php?id=circ:accounts" class="wikilink1" title="circ:accounts" data-wiki-id="circ:accounts">Patron Account Information</a></bdi> » <bdi><a href="/docs/doku.php?id=circ:accounts:searching" class="wikilink1" title="circ:accounts:searching" data-wiki-id="circ:accounts:searching">Searching for Patron Accounts</a></bdi></div> </div> <hr class="a11y" /> </div></header><!-- /header --> <div class="wrapper group"> <!-- ********** ASIDE ********** --> <nav id="dokuwiki__aside" aria-label="Sidebar"><div class="pad aside include group"> <h3 class="toggle">Sidebar</h3> <div class="content"><div class="group"> <p> <strong><a href="/docs/doku.php?id=circ:home" class="wikilink1" title="circ:home" data-wiki-id="circ:home">Introduction</a></strong> </p> <ul> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=circ:home#about_this_manual" class="wikilink1" title="circ:home" data-wiki-id="circ:home">About This Manual</a></div> </li> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=circ:confidentiality" class="wikilink1" title="circ:confidentiality" data-wiki-id="circ:confidentiality">Confidentiality</a></div> </li> </ul> <p> <strong><a href="/docs/doku.php?id=admin:workstations:registration" class="wikilink1" title="admin:workstations:registration" data-wiki-id="admin:workstations:registration">Workstations</a></strong> </p> <ul> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=admin:workstations:registration" class="wikilink1" title="admin:workstations:registration" data-wiki-id="admin:workstations:registration">Registering a New Workstation</a></div> </li> <li class="level1"><div class="li"> <a 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class="level1"><div class="li"> <a href="/docs/doku.php?id=circ:workstations:operator" class="wikilink1" title="circ:workstations:operator" data-wiki-id="circ:workstations:operator">Change Operator</a></div> </li> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=admin:workstations:troubleshooting" class="wikilink1" title="admin:workstations:troubleshooting" data-wiki-id="admin:workstations:troubleshooting">Troubleshooting</a></div> </li> </ul> <p> <strong><a href="/docs/doku.php?id=circ:accounts" class="wikilink1" title="circ:accounts" data-wiki-id="circ:accounts">Patron Account Information</a></strong> </p> <ul> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=circ:accounts" class="wikilink1" title="circ:accounts" data-wiki-id="circ:accounts">General Policies</a></div> </li> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=circ:cards" class="wikilink1" title="circ:cards" data-wiki-id="circ:cards">Library Cards</a></div> </li> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=circ:accounts:new_patron_accounts#sample_registration_forms" class="wikilink1" title="circ:accounts:new_patron_accounts" data-wiki-id="circ:accounts:new_patron_accounts">Sample Registration Form</a></div> </li> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=circ:accounts#acceptable_forms_of_id" class="wikilink1" title="circ:accounts" data-wiki-id="circ:accounts">Acceptable Forms of ID</a></div> </li> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=circ:accounts:new_patron_accounts" class="wikilink1" title="circ:accounts:new_patron_accounts" data-wiki-id="circ:accounts:new_patron_accounts">Creating New Accounts</a></div> </li> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=circ:accounts:update_accounts" class="wikilink1" title="circ:accounts:update_accounts" data-wiki-id="circ:accounts:update_accounts">Renewing &amp; Updating Accounts</a></div> </li> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=circ:accounts:reg_field_desc" class="wikilink1" title="circ:accounts:reg_field_desc" data-wiki-id="circ:accounts:reg_field_desc">Patron Registration Form Field Descriptions</a></div> </li> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=circ:accounts:types" class="wikilink1" title="circ:accounts:types" data-wiki-id="circ:accounts:types">Patron Permission Groups</a></div> </li> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=circ:accounts:staff" class="wikilink1" title="circ:accounts:staff" data-wiki-id="circ:accounts:staff">Staff Accounts and Permission Groups</a></div> </li> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=circ:accounts:voter_reg" class="wikilink1" title="circ:accounts:voter_reg" data-wiki-id="circ:accounts:voter_reg">Voter Registration</a></div> </li> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=circ:accounts:update_accounts#patron_record_deletion_deceased_patrons" class="wikilink1" title="circ:accounts:update_accounts" data-wiki-id="circ:accounts:update_accounts">Deceased Patrons</a></div> </li> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=circ:accounts:inactive_patrons" class="wikilink1" title="circ:accounts:inactive_patrons" data-wiki-id="circ:accounts:inactive_patrons">Inactive Patrons</a></div> </li> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=circ:accounts:barred" class="wikilink1" title="circ:accounts:barred" data-wiki-id="circ:accounts:barred">Blocked and Barred Patrons</a></div> </li> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=circ:accounts:duplicates" class="wikilink1" title="circ:accounts:duplicates" data-wiki-id="circ:accounts:duplicates">Patrons with Multiple Accounts</a></div> </li> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=circ:accounts:lost_cards" class="wikilink1" title="circ:accounts:lost_cards" data-wiki-id="circ:accounts:lost_cards">Lost 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title="circ:accounts:my_account" data-wiki-id="circ:accounts:my_account">&quot;My Account&quot;</a></div> </li> </ul> <p> <strong><a href="/docs/doku.php?id=circ:circulation:staff_catalog" class="wikilink1" title="circ:circulation:staff_catalog" data-wiki-id="circ:circulation:staff_catalog">Staff Catalog</a></strong> </p> <ul> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=circ:circulation:staff_catalog_records" class="wikilink1" title="circ:circulation:staff_catalog_records" data-wiki-id="circ:circulation:staff_catalog_records">Record Details</a></div> </li> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=circ:circulation:staff_catalog_baskets" class="wikilink1" title="circ:circulation:staff_catalog_baskets" data-wiki-id="circ:circulation:staff_catalog_baskets">Baskets</a></div> </li> </ul> <p> <strong><a href="/docs/doku.php?id=circ:circulation:circ" class="wikilink1" title="circ:circulation:circ" data-wiki-id="circ:circulation:circ">Circulating Items</a></strong> </p> <ul> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=circ:circulation:checkout" class="wikilink1" title="circ:circulation:checkout" data-wiki-id="circ:circulation:checkout">Checking Out Items</a></div> </li> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=circ:circulation:renew" class="wikilink1" title="circ:circulation:renew" data-wiki-id="circ:circulation:renew">Renewing Items</a></div> </li> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=circ:circulation:checkin" class="wikilink1" title="circ:circulation:checkin" data-wiki-id="circ:circulation:checkin">Checking In Items</a></div> </li> <li class="level1 node"><div class="li"> <a href="/docs/doku.php?id=circ:circulation:lost" class="wikilink1" title="circ:circulation:lost" data-wiki-id="circ:circulation:lost">Item Statuses and Actions</a></div> <ul> <li class="level2"><div class="li"> <a href="/docs/doku.php?id=circ:circulation:long_overdue" class="wikilink1" title="circ:circulation:long_overdue" data-wiki-id="circ:circulation:long_overdue">Long Overdue Processing</a></div> </li> </ul> </li> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=circ:circulation:transits" class="wikilink1" title="circ:circulation:transits" data-wiki-id="circ:circulation:transits">Items in Transit</a></div> </li> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=cat:circulation_matrix" class="wikilink1" title="cat:circulation_matrix" data-wiki-id="cat:circulation_matrix">Circulation Matrix (Fine Amounts, Renewal Times, Etc.)</a></div> </li> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=cat:circulation_modifiers" class="wikilink1" title="cat:circulation_modifiers" data-wiki-id="cat:circulation_modifiers">Circulation Modifiers (Item Types)</a></div> </li> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=circ:circulation:maintenance-reports" class="wikilink1" title="circ:circulation:maintenance-reports" 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title="circ:hopeless-holds" data-wiki-id="circ:hopeless-holds">Hopeless Holds</a></div> </li> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=circ:holdgroups" class="wikilink1" title="circ:holdgroups" data-wiki-id="circ:holdgroups">Hold Groups</a></div> </li> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=circ:holds:whitepaper" class="wikilink1" title="circ:holds:whitepaper" data-wiki-id="circ:holds:whitepaper">Holds White Paper</a></div> </li> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=admin:ids" class="wikilink1" title="admin:ids" data-wiki-id="admin:ids">Library Contact Info and IDs</a></div> </li> </ul> <p> <strong><a href="/docs/doku.php?id=circ:courier" class="wikilink1" title="circ:courier" data-wiki-id="circ:courier">Courier</a></strong> </p> <ul> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=circ:courier#packaging_av_materials" class="wikilink1" title="circ:courier" data-wiki-id="circ:courier">AV 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<p> <strong><a href="/docs/doku.php?id=circ:accounts:studentcards" class="wikilink1" title="circ:accounts:studentcards" data-wiki-id="circ:accounts:studentcards">PLAY Card Program</a></strong> </p> <p> <strong>Other Information</strong> </p> <ul> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=circ:foia" class="wikilink1" title="circ:foia" data-wiki-id="circ:foia">Freedom of Information Act Requests</a></div> </li> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=circ:notifications" class="wikilink1" title="circ:notifications" data-wiki-id="circ:notifications">Automated Notifications</a></div> </li> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=admin:ids" class="wikilink1" title="admin:ids" data-wiki-id="admin:ids">Library IDs/Codes/Contacts</a></div> </li> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=circ:retention" class="wikilink1" title="circ:retention" data-wiki-id="circ:retention">Record and Data Retention</a></div> </li> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=policies-subcommittees" class="wikilink1" title="policies-subcommittees" data-wiki-id="policies-subcommittees">Subcommittee Responsibilities</a></div> </li> <li class="level1"><div class="li"> <a href="/docs/doku.php?id=circ:volunteers" class="wikilink1" title="circ:volunteers" data-wiki-id="circ:volunteers">Volunteers in the Library</a></div> </li> </ul> </div></div> </div></nav><!-- /aside --> <!-- ********** CONTENT ********** --> <main id="dokuwiki__content"><div class="pad group"> <div class="pageId"><span>circ:accounts:searching</span></div> <div class="page group"> <!-- wikipage start --> <div class='bookcreator__bookbar' style='vertical-align:bottom;'><div class="bookcreator__panel" id="bookcreator__add"> <b>Book Creator</b><br> <a class="bookcreator__tglPgSelection bc__bookmarkplus" href="#"> <svg xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink" version="1.1" width="24" height="24" viewBox="0 0 24 24"><path d="M17,3A2,2 0 0,1 19,5V21L12,18L5,21V5C5,3.89 5.9,3 7,3H17M11,7V9H9V11H11V13H13V11H15V9H13V7H11Z" /></svg> &nbsp;Add this page to your book </a> </div><div class="bookcreator__panel" id="bookcreator__remove"> <b>Book Creator</b><br> <a class="bookcreator__tglPgSelection bc__bookmarkmin" href="#"> <svg xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink" version="1.1" width="24" height="24" viewBox="0 0 24 24"><path d="M17,3H7A2,2 0 0,0 5,5V21L12,18L19,21V5A2,2 0 0,0 17,3M15,11H9V9H15V11Z" /></svg> &nbsp;Remove this page from your book </a>&nbsp; </div><div class="bookcreator__panel" > <br> <a href="/docs/doku.php?id=wiki:ebook" class="bc__manager"> <svg xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink" version="1.1" width="24" height="24" viewBox="0 0 24 24"><path d="M19.07 14.88L21.12 16.93L15.06 23H13V20.94L19.07 14.88M21.04 13.13C21.18 13.13 21.31 13.19 21.42 13.3L22.7 14.58C22.92 14.79 22.92 15.14 22.7 15.35L21.7 16.35L19.65 14.3L20.65 13.3C20.76 13.19 20.9 13.13 21.04 13.13M17 4V10L15 8L13 10V4H9V20H11V22H7C5.95 22 5 21.05 5 20V19H3V17H5V13H3V11H5V7H3V5H5V4C5 2.89 5.9 2 7 2H19C20.05 2 21 2.95 21 4V10L19 12V4H17M5 5V7H7V5H5M5 11V13H7V11H5M5 17V19H7V17H5Z" /></svg> &nbsp;Manage book(<span id="bookcreator__pages">0</span> page(s)) </a> </div><div class="bookcreator__panel" style="float:right;"> <a href="/docs/doku.php?id=wiki:ebook_help" class="bc__bookmarkhelp"> <svg xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink" version="1.1" width="24" height="24" viewBox="0 0 24 24"><path d="M15.07,11.25L14.17,12.17C13.45,12.89 13,13.5 13,15H11V14.5C11,13.39 11.45,12.39 12.17,11.67L13.41,10.41C13.78,10.05 14,9.55 14,9C14,7.89 13.1,7 12,7A2,2 0 0,0 10,9H8A4,4 0 0,1 12,5A4,4 0 0,1 16,9C16,9.88 15.64,10.67 15.07,11.25M13,19H11V17H13M12,2A10,10 0 0,0 2,12A10,10 0 0,0 12,22A10,10 0 0,0 22,12C22,6.47 17.5,2 12,2Z" /></svg> &nbsp;Help </a> </div></div><!-- TOC START --> <div id="dw__toc" class="dw__toc"> <h3 class="toggle">Table of Contents</h3> <div> <ul class="toc"> <li class="level1"><div class="li"><a href="#searching_for_patron_accounts">Searching for Patron Accounts</a></div> <ul class="toc"> <li class="level2"><div class="li"><a href="#name_keyword_searching">Name Keyword Searching</a></div></li> <li class="level2"><div class="li"><a href="#filtering_by_permission_group_and_location">Filtering by Permission Group and Location</a></div></li> <li class="level2"><div class="li"><a href="#searching_by_date_of_birth">Searching by Date of Birth</a></div></li> <li class="level2"><div class="li"><a href="#searching_by_identification">Searching by Identification</a></div></li> </ul></li> </ul> </div> </div> <!-- TOC END --> <h1 class="sectionedit1" id="searching_for_patron_accounts">Searching for Patron Accounts</h1> <div class="level1"> <p> The patron search function can be accessed by the staff client home page (Search For Patron) or from the top menu (Search &gt; Search for Patrons). If you only see a few name search fields when you go to the page, click the down arrow to the right of the search button to expand the section to see all available search fields. This option is “sticky,” meaning that it will save your preference on your workstation. </p> <p> Most of the search fields are left-anchored. What this means for searching is that you can type in the first letters of a name and the search will retrieve name variants starting with those fields. For example, typing “kat” in the first name field will retrieve patrons with first names of Kat, Katherine, Kate, Katie, Katelyn, etc. </p> </div> <h2 class="sectionedit2" id="name_keyword_searching">Name Keyword Searching</h2> <div class="level2"> <p> The Name Keywords search field is new as of 2019.01. This field may be used to search across First Name, Last Name, Middle Name, Preferred Name, and Name Keyword fields. For example, using the name keyword field to search for &#039;Carol James&#039; should retrieve anyone named Carol James, Caroline James-Smith, James Carollton, etc. </p> </div> <h2 class="sectionedit3" id="filtering_by_permission_group_and_location">Filtering by Permission Group and Location</h2> <div class="level2"> <p> In most situations, such as searching to see if a new patron already has a library card or not, you will want to search across all of PINES and all Profile Groups (aka, permission groups), and have the Include Inactive? box checked. However, you can see subsets - for example, to easily retrieve a list of all staff members registered in your library system), change Profile Group to “Staff” and change PINES to your system. </p> </div> <h2 class="sectionedit4" id="searching_by_date_of_birth">Searching by Date of Birth</h2> <div class="level2"> <p> If searching for a common name, it may be useful to filter your search results by birth date. If you know the exact birth date, you may enter it in the DOB Year, DOB Month (enter numerically, eg 9 for September), and DOB Day fields. If you know the year but not the month or day, just enter the year. If you are not sure of the year but think it is in a particular decade, you could enter 197 to filter to patrons born between 1970-1979. </p> </div> <h2 class="sectionedit5" id="searching_by_identification">Searching by Identification</h2> <div class="level2"> <p> All Georgia driver&#039;s licenses should be entered in the format GA-123456789. Because of this, when searching by ID, type in your search in the same format. (Searching GA 123456789 will not retrieve GA-123456789 and vice versa.) </p> </div> <!-- wikipage stop --> </div> <div class="docInfo"><bdi>circ/accounts/searching.txt</bdi> · Last modified: 2024/09/05 15:07 by <bdi>smorrison</bdi></div> <hr class="a11y" /> </div></main><!-- /content --> <!-- PAGE ACTIONS --> <nav id="dokuwiki__pagetools" aria-labelledby="dokuwiki__pagetools__heading"> <h3 class="a11y" id="dokuwiki__pagetools__heading">Page Tools</h3> <div class="tools"> <ul> <li class="source"><a href="/docs/doku.php?id=circ:accounts:searching&amp;do=edit" title="Show pagesource [v]" rel="nofollow" accesskey="v"><span>Show pagesource</span><svg xmlns="http://www.w3.org/2000/svg" width="24" height="24" viewBox="0 0 24 24"><path d="M13 9h5.5L13 3.5V9M6 2h8l6 6v12a2 2 0 0 1-2 2H6a2 2 0 0 1-2-2V4c0-1.11.89-2 2-2m.12 13.5l3.74 3.74 1.42-1.41-2.33-2.33 2.33-2.33-1.42-1.41-3.74 3.74m11.16 0l-3.74-3.74-1.42 1.41 2.33 2.33-2.33 2.33 1.42 1.41 3.74-3.74z"/></svg></a></li><li class="revs"><a 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