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3.2. Patron Search from Place Hold
Last Updated 03/25/2026
Search for a Patron from the Place Holds Screen
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Patron Search from Place Hold allows staff to search for patrons using names and other information when placing holds, instead of relying solely on barcodes. After searching in the catalog and retrieving a bibliographic record, staff can click "Place Hold." A search interface appears where staff can find patrons by by name. Results will display, enabling staff to select the desired patron. The patron’s barcode will then be shown next to "Place Hold for patron by barcode," allowing any necessary adjustments to hold notification preferences before finalizing the hold submission.
Patron Search from Place Hold allows staff members, when placing a hold on behalf of a patron in the staff client, to search for patrons by names and other searchable patron information, rather than relying on barcode alone.
- After performing a search in the catalog, staff will retrieve a bibliographic record.
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Click Place Hold either in the search results or within the detailed bibliographic record. The Place Hold Screen will appear.
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At the top of the Place Holds interface, click on Search for Patron.
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A dialog box will appear with the patron search interface used elsewhere in the staff client. By default, the search scopes to your workstation org unit, and you can search by patron last name, first name, and middle name.
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Fill out the relevant search fields, and click Search or hit ENTER on your keyboard. Results will appear below in Patron Search Results in the lower half of the screen.
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Click the row of the desired patron account, and click Select.
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The dialog box will close and the selected patron’s barcode will appear next to Place Hold for patron by barcode. Changes to the Hold Notification preferences can be made before clicking Submit to finish placing a hold for the patron.