Find Patron and Related Records

To find a record using the Polaris Find Tool:

1. Open the Find Tool from the Polaris Shortcut Bar using one of the following methods:
   • To search for patron records to be displayed in the Patron Registration workform, select Patron Services, Patron Records, press F7or click .
   • To search for patron records to be displayed in the Patron Status workform, select Circulation, Patron Status, press F6, or click .
   • To search for bibliographic records or item records, select Cataloging, Bibliographic Records, Cataloging, Item Records, or Cataloging, Reserve Item Records.
   • To search for course reserve records, select Patron Services, Course Reserve Records, or click .

The General tabbed page of the Find Tool appears.

Tip:
For fast navigation, press the TAB key to move among the Object, Search by, Type, Sort by, For, Limit by, and Values boxes. Type the first letter of the search option in the Object, Search by, Type, and Limit by boxes.

2. Select the record type to search for in the Object box.
3. Select what to search by in the Search by box.

Note:
If you often search by the same criteria but they are not the default settings, you can save your own settings by selecting Options, Save as User Default from the Find Tool menu bar.

4. Select the type of search in the Type box.
5. Select a sort order in the Sort by box and select a value.
6. Type a search string in the For box.
7. If you want to focus the search, select a limiter in the Limit by box, and set a value for the limiter in the Value box.

If you type text in the Value box, you must type the exact text or use a wildcard character.

Examples:
To limit a patron record search by the free-text block check phone, you can type check* or check phone in the Value box, but not check.
If you are searching for item records by title, and you limit by current borrower, type the patron’s name in the Value box in one of these formats: last name* or last name, first name* or last name, first name middle name. You must include the comma and the wildcard character as shown. The last name alone will not work in the Value box.

8. Click Search to begin the search, or press ENTER.

Your results appear in the results list at the bottom of the Find Tool window. To list all the results in a large results set, press CTRL+SHIFT+A.

9. Do one of the following actions to work with a record in the results list:
   • Double-click a line item to open the record.
   • Right-click a line item in the results list to work with the record without opening it. The context menu displays the options available for the record.