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<p>The Patrons module stores the information you add about your patrons.</p> |
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<p>The Patrons module stores the information you add about your patrons.</p> |
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<p>From here you can search for a patron by using the search boxes at the top of the page.</p> |
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<p>Clicking on the link to the Patron module will bring you to a search/browse screen for patrons. From here you can search for a patron by any part of their name or their card number.</p> |
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<p>Clicking on the link to the Patron module will bring you to a search/browse screen for patrons. From here you can search for a patron.</p> |
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<p>Clicking the small plus sign [+] to the right of the search box will open up an advanced patron search with more filters including the ability to limit to a specific category and/or library.</p> |
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<p>Depending on what you have chosen for the 'Search fields' you can search for patrons in various different ways.</p> |
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<p>Depending on what you have chosen for the 'Search fields' you can search for patrons in various different ways.</p> |
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<ul> |
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<li>Standard: |
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<li>Standard: |
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<ul> |
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<li>Enter any part of their name, username, email address or barcode</li> |
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<li>Enter any part of their name, username, email address or barcode</li> |
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</ul> |
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</ul> |
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</li> |
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</li> |
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<li>Email: |
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<li>Email: |
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<li>Enter any part of their email address.</li> |
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<li>Enter any part of their email address and choose 'Contains' instead of 'Starts with'</li> |
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</ul> |
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</ul> |
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</li> |
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<li>Borrower number: |
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<li>Borrower number: |
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<ul> |
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<li>Enter the Koha borrower number</li> |
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<li>Enter the Koha borrower number</li> |
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</ul> |
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</ul> |
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</li> |
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</li> |
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<li>Phone number: |
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<li>Phone number: |
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<ul> |
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<li>Enter the phone number exactly as it is in the system or by using spaces between each batch of numbers.</li> |
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<li>Enter the phone number exactly as it is in the system or by using spaces between each batch of numbers.</li> |
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<li>Example: To find (212) 555-1212 you can search for it exactly as it was entered or by searching for 212 555 1212</li> |
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<li>Example: To find (212) 555-1212 you can search for it exactly as it was entered or by searching for 212 555 1212</li> |
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</ul> |
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</ul> |
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</li> |
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<li>Street address: |
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<li>Street address: |
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<li>Enter any part of the patron's address (includes all address fields) and choose 'Contains' instead of 'Starts with' to find the string anywhere in the address</li> |
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<li>Enter any part of the patron's address (includes all address fields) and choose 'Contains' instead of 'Starts with' to find the string anywhere in the address</li> |
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</ul> |
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</li> |
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<li>Date of birth |
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<ul> |
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<li>A tooltip will appear telling you how to enter the date of birth, most libraries will be entering MM/DD/YYYY for the birthday search</li> |
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</ul> |
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</ul> |
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</li> |
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</li> |
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</ul> |
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</ul> |
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<p>If you want to filter your results to a specific library or category, you can click the plus sign [+] to the right of the search box.</p> |
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<p>You can also choose to either search for fields that start with the string you entered or contain the string. Choosing 'Contains' will work like a wildcard search.</p> |
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<p>You can also choose how your results will be sorted by using the 'Order by' pull down menu at the end of the form.</p> |
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<p>You can also browse through the patron records by clicking on the linked letters across the top.</p> |
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<p>You can also browse through the patron records by clicking on the linked letters across the top.</p> |
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<p><strong>See the full documentation for the Patrons module in the <a href="http://manual.koha-community.org/3.12/en/patrons.html">manual</a> (online).</strong></p> |
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<p><strong>See the full documentation for the Patrons module in the <a href="http://manual.koha-community.org/3.14/en/patrons.html">manual</a> (online).</strong></p> |
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