From: Katie G. Martin <bcl@blaircountylibraries.org> Date: Mon, 30 Apr 2018 20:36:56 +0000 (-0500) Subject: Docs: Update Patron Search to add DOB X-Git-Url: https://old-git.evergreen-ils.org/?a=commitdiff_plain;h=91678e5cba5d3205058794c16cbd7ed8f41fd12a;p=evergreen%2Fjoelewis.git Docs: Update Patron Search to add DOB Patron Search now includes DOB y/m/d -- this adds those fields to the list of searches and adds tips for search syntax for DOB. Updated advanced search screenshot to include the DOB search fields. Corrected and simplified sentence about the "include inactive" checkbox. Signed-off-by: Katie G. Martin <bcl@blaircountylibraries.org> Signed-off-by: Remington Steed <rjs7@calvin.edu> --- diff --git a/docs/circulation/circulation_patron_records_web_client.adoc b/docs/circulation/circulation_patron_records_web_client.adoc index a1a6cbfbce..4f99497c16 100644 --- a/docs/circulation/circulation_patron_records_web_client.adoc +++ b/docs/circulation/circulation_patron_records_web_client.adoc @@ -35,8 +35,11 @@ Next to the _Clear Form_ button there is a button with an arrow pointing down th * Postal Code * Profile Group * Home Library +* DOB (date of birth) year +* DOB month +* DOB day -You patrons searches may also include patrons marked ``inactive'' if you click on the _Include Inactive?_ checkbox. +To include patrons marked ``inactive'', click on the _Include Inactive?_ checkbox. image::media/circulation_patron_records-1b_web_client.png[circulation_patron_records 1b] @@ -47,6 +50,10 @@ image::media/circulation_patron_records-1b_web_client.png[circulation_patron_rec * Search one field or combine fields for more precise results. * Truncate search terms for more search results. * Search ignores punctuation such as diacritics, apostrophes, hyphens and commas. +* Searching by Date of Birth: Year searches are "contains" searches. E.g. year + "15" matches 2015, 1915, 1599, etc. For exact matches use the full 4-digit + year. Day and month values are exact matches. E.g. month "1" (or "01") matches + January, "12" matches December. =================== Once you have located the desired patron, click on the entry row for this patron in diff --git a/docs/media/circulation_patron_records-1b_web_client.png b/docs/media/circulation_patron_records-1b_web_client.png index c544526900..bc24f1327c 100644 Binary files a/docs/media/circulation_patron_records-1b_web_client.png and b/docs/media/circulation_patron_records-1b_web_client.png differ