Searching for Patrons

To search for a patron, select Search → Search for Patrons from the menu bar.
The Patron Search screen will display. It will contain options to search on the following fields:

  • Last Name
  • First Name
  • Middle Name

Next to the Clear Form button there is a button with an arrow pointing down that will display the following additional search fields:

  • Barcode
  • Alias
  • Username
  • Email
  • Identification
  • database ID
  • Phone
  • Street 1
  • Street 2
  • City
  • State
  • Postal Code
  • Profile Group
  • Home Library (BALSAM is the consortium level, so you should select your library from the list)
  • DOB (date of birth) year
  • DOB month
  • DOB day

To include patrons marked “inactive”, click on the Include Inactive? checkbox.