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Search for a Patron (LX Starter)

Search for a Patron (LX Starter)

This documentation details how to search for a patron within your library on LX Starter.


Table of Contents

You can search for the name of a patron and view the following account details:

  • Activity

  • Segments they belong to

  • Subscription status

You can also see how the patron was added to a segment:

  • Library staff: The library staff added the person either through the importer or manually from the patron’s account.

  • Dynamic segment: The system added the patron because they matched segment builder criteria.

  • Sign up form: The patron submitted a sign-up form.

Instructions

  • To search for a patron:

    • On the Audience page, select the People tab.

      Screenshot of the People tab in LX Starter.

    • Enter one of the following in the Search box.

      • Name

      • Email address

      • Barcode

        Screenshot of a populated search in the People tab in LX Starter for Pika API with the search box highlighted.

    • To see account details, select the patron’s name from the search results.

      Screenshot of the account details for Pika API Whistlepig account in LX Starter.

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