Patrons Search Filters
Welcome to our tutorial on how to efficiently search for patrons using BiblioTECH's powerful Patrons Manager. In this tutorial, we will guide you through the step-by-step process of utilising the search tool to find any patron in your database. With multiple search fields and filters, you'll be able to quickly locate specific patrons. Let's begin!
Accessing the Patrons Manager
- Begin by logging in to BiblioTECH's web app with your authorised credentials.
- Once logged in, navigate to the dashboard, which serves as the central hub for managing your library's operations.
- Within the dashboard, locate and click on the "Patrons" button to access the Patrons Manager features.
Utilising the Search Tool
- Inside the Patrons Manager, you'll find a powerful search tool designed to help you find patrons using various patron fields.
- These fields include Barcode, Nickname, Email, House, Family Name, Given Name, Preferred Name, Max Resources, Max Loan Days, Guardian, Guardian Email, Address, Comment, Trap Message, and Admin ID.
- Each field allows you to search for patrons using specific criteria, such as their email address, family name, or preferred name.
Narrowing Down the Search Process
To further refine your search, the Patrons Manager offers additional search filters. These filters include Marked, Roles, Level, Group, Gender, Date of Birth, and Limit.
- The "Marked" filter allows you to search for patrons who have been marked or flagged in the system.
- The "Roles" filter helps you search for patrons based on their assigned roles, such as student or faculty.
- The "Level" and "Group" filters allow you to search for patrons belonging to specific levels or groups within your library.
- The "Gender" filter enables you to search for patrons based on their gender.
- The "Date of Birth" filter allows you to search for patrons based on their birthdates.
- The "Limit" filter allows you to specify the maximum number of patrons to display, with a default value set to 30.
Executing the Search
- Once you have configured the desired search specifications, simply click on the search button to initiate the search process.
- The system will process your search criteria and display the results accordingly.
By effectively utilising the search tool within the Patrons Manager, you can easily locate any patron in your BiblioTECH database using various patron fields and filters. This powerful feature streamlines your patron management process, ensuring that you can quickly access the information you need. Stay tuned for more tutorials on other essential features of BiblioTECH.