Patron Lookup Tool in LX Starter

The LX Starter patron lookup tool enables staff to enter a patron barcode to view all notices associated with that account. This includes details such as the date and time each notice was sent, received, opened, and any links clicked. Click here to access LX Starter. 

Using the Patron Lookup Tool

1. Once on a particular library branch: there is a 'People' box with a search box underneath. In that search box you can type in a patrons barcode, name, or email address and then press enter. This will search only notices for that particular branch. 

2. To search all locations for notices, click on 'expand filters' and choose 'all locations'. 

3. Search results will appear on the bottom half of the screen and click on the patron you would like to open. 

4. Choosing a patron will open the below page. You will see activity on the left hand side which includes information about time and date sent, time and date received, and time and date opened. Please note that similar to Polaris, the notice information in a patron account is purged on a regular basis. This means you will only see the most recent notice activity. The right hand side of the screen gives an overview of the patron information in Polaris. 

5. When you hover over a particular activity line, a box that says 'more details' appears.

6. If you click on the box it will open up a new dialog box with additional details. This information includes type of notice, time for sent/delivered/opened, any links that were clicked, item overview, ISBN, and item due date. 

7. If you want to edit the patron information, for example updating an incorrect email address, click on 'edit' in the overview section on the right hand side. Please remember that any information changed in LX Starter will also update information in Polaris.