1 .. include:: images.rst
6 This chapter assumes that you have the following preferences set as
9 - :ref:`opacthemes` = bootstrap
11 - :ref:`OPACXSLTResultsDisplay` = default
13 - :ref:`OPACXSLTDetailsDisplay` = default
15 - :ref:`DisplayOPACiconsXSLT` = show
17 - :ref:`TagsEnabled` = Allow
19 - :ref:`TagsInputOnDetail` =Allow
21 - :ref:`TagsInputOnList` = Allow
23 - :ref:`reviewson` = Allow
25 - :ref:`ShowReviewer` = Allow
27 - :ref:`ShowReviewerPhoto` =Allow
29 - :ref:`OPACFRBRizeEditions` = Show
31 - :ref:`OPACAmazonCoverImages` = Show
35 - :ref:`OPACSearchForTitleIn` = Default set of
38 - :ref:`OPACShowCheckoutName` = Don't show
40 - :ref:`RequestOnOpac` = Allow
42 - :ref:`AutoResumeSuspendedHolds` = Allow
44 - :ref:`OpacBrowseResults` = Enable
46 - :ref:`SuspendHoldsOpac` = Allow
48 - :ref:`OpacSeparateHoldings <opacseparateholdings-&-opacseparateholdingsbranch-label>` = Don't separate
50 - :ref:`OpacSeparateHoldingsBranch <opacseparateholdings-&-opacseparateholdingsbranch-label>` = home library
52 - :ref:`DisplayLibraryFacets` = holding library
54 If your system preferences are set differently your displays may differ.
56 .. _search-results-label:
59 ---------------------------------------
61 To search the OPAC you can either choose to enter your search words in
62 the box at the top of the OPAC or click on the 'Advanced Search' link to
63 perform a more detailed search.
67 For more on searching check the '`Searching <#searching>`__' chapter in
70 .. _results-overview-label:
73 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
75 After performing a search the number of results found for your search
76 will appear above the results
80 By default your search results will be sorted based on your
81 :ref:`OPACdefaultSortField and OPACdefaultSortOrder <opacdefaultsortfield-and-opacdefaultsortorder-label>`
82 system preference values. To change this you can choose another sorting
83 method from the pull down on the right.
87 Under each title on your results list a series of values from your
88 leader will appear. It is important to note that this has nothing to do
89 with the item types or collection codes you have applied to your
90 records, this data is all pulled from your fixed fields. This can be
91 turned on or off with the
92 :ref:`DisplayOPACiconsXSLT` system preference.
96 Below each title you will see the availability for the items attached to
101 Even if you filtered on one library location all locations that hold
102 the item will appear on the search results.
106 An item's hold status doesn't not affect whether or not the item is
107 'available' until the item is in 'waiting' status. Items with
108 on-shelf holds will show as available until a librarian has pulled
109 them from the shelf and checked the item in make it show 'waiting'.
113 If you have turned on :ref:`Enhanced Content`
114 preferences you may have book jackets on your search results.
118 If you have set your :ref:`Did you mean? <did-you-mean?-label>` options you will
119 see a yellow bar across the top of your results will other related
124 If you performed an advanced search you see an option to go back and
125 edit your advanced search blow the list of results pages.
132 ~~~~~~~~~~~~~~~~~~~~~~~~~
134 To filter your results click on the links below the 'Refine Your Search'
135 menu on the left of your screen
139 Depending on your setting for the
140 :ref:`DisplayLibraryFacets` system preference you
141 will see filters for your home, holding or both libraries.
145 After clicking a facet you can remove that filter from your results by
146 clicking the small 'x' that appears to the right of the facet.
150 .. _search-rss-feeds-label:
153 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
155 You will be able to subscribe to your search results as an RSS feed by
156 clicking the RSS icon in your address bar or next to the number of
157 results. To learn more about what RSS feeds are check out `this tutorial
158 video <http://www.youtube.com/watch?v=0klgLsSxGsU>`__.
162 Subscribing to search results as RSS feeds will allow you to see when a
163 new item is added to the catalog in your area of interest.
165 .. _bibliographic-record-label:
168 --------------------------------------
170 When you click on a title from the search results, you're brought to the
171 bibliographic detail of the record. This page is broken down in several
174 At the top of your screen will be the title and the GMD:
178 Below the title the authors will be listed. These come from your 1xx and
179 7xx fields. Clicking the author will run a search for other titles with
184 If you have an authority file you will see a magnifying glass to the
185 right of author (and other) authorities. Clicking that magnifying glass
186 will take you directly to the authority record.
190 If you have your :ref:`DisplayOPACiconsXSLT`
191 preference set to 'show' you will see a material type that is determined
192 by values in your fixed fields (learn more in the :ref:`XSLT material
193 type icons <material-type-cataloging-guide-label>` catalouging guide.
197 Next you'll see the description of the record you're viewing:
201 Following that information you'll find the subject headings which can be
202 clicked to search for other titles on similar topics
206 If your record has a table of contents or summary it will appear next to
207 the 'Summary' or 'Table of Contents' label
211 If your record has data in the 856 fields you'll see the links to the
212 right of the 'Online Resources' label
216 If the title you're viewing is in a public list then you'll see a list
217 of those to the right of the 'List(s) this item appears in' label and if
218 it has tags they will appear below the 'Tags from this library' label
222 In the tabs below the details you will find your holdings data
226 Any notes (5xx fields) that have been cataloged will appear under 'Title
231 If you're allowing comments they will appear in the next tab
235 And finally if you have enabled FRBR and you have other editions of the
236 title in your collection you will see the 'Editions' tab.
240 To the right of the details you'll find a series of boxes. The first box
241 is a list of buttons to help navigate the search results. From there you
242 can see the next or previous result from your search or return to the
247 Clicking Browse Results at the top of the right column will open up your
248 search results on the detail page
252 Below the search buttons you'll find the links to place a hold, print
253 the record, save the record to your lists, or add it to your cart
257 Clicking 'More Searches' will show the list of libraries you entered in
258 your :ref:`OPACSearchForTitleIn` preference
262 Under the 'Save Record' label you will find a series of file formats you
263 can save the record as. This list can be customized by altering the
264 :ref:`OpacExportOptions` system preference.
268 If at any time you want to change the view from the 'Normal' view to see
269 the Marc or the ISBD you can click the tabs across the top of the record
273 .. _lists-&-cart-label:
276 ---------------------------------
278 A cart is a temporary holding place for records you're interested in
279 finding during this session. That means that once you log out of the
280 OPAC or close the browser you lose the items in your cart. A list is a
281 more permanent location for saving items. To learn more about lists,
282 check the `Lists in the Staff Client <#stafflists>`__ chapter of this
288 ~~~~~~~~~~~~~~~~~~~~~~
290 Patrons can manage their own private lists by visiting the 'your lists'
291 section of their account.
295 .. _creating-lists-label:
298 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
300 Lists can also be created by choosing the 'New List' option in the 'Add
301 to' menu on the search results
305 To create a list the patron simply needs to click the 'New List' link
306 and populate the form that appears
310 The only field required is the 'List Name,' but the patron can also
311 choose how they want the list sorted and if the list is public or
314 - A Private List is managed by you and can be seen only by you
315 (depending on your permissions settings below)
317 - A Public List can be seen by everybody, but managed only by you
318 (depending on your permissions settings below)
322 If you aren't allowing patrons to create public lists with the
323 :ref:`OpacAllowPublicListCreation`
324 preference then patrons will only be able to create private lists.
328 - Finally decide what your permissions will be on the list. You can all
331 - anyone else to add entries
333 - anyone to remove his own contributed entries
337 The owner of a list is always allowed to add entries, but
338 needs permission to remove.
340 - anyone to remove other contributed entries
342 .. _adding-titles-to-lists-label:
344 Adding titles to Lists
345 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
347 Titles can be added to lists from the search results and/or from the
348 bibliographic record. On the search results options to add items to the
349 list appear below each result and across the top of the results page
353 To add a single title to a list, click the 'Save to Lists' option and
354 then choose the list you'd like to add the title to. To add multiple
355 titles to a list check the boxes on the left of the titles you want to
356 add and then choose the list you want to add the titles to from the 'Add
357 too' pull down at the top of the screen.
359 .. _viewing-lists-contents-label:
361 Viewing Lists Contents
362 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
364 To view the contents of a list, click on the list name under the Lists
369 The contents of the list will look similar to your search results pages
370 except that there will be different menu options across the top of the
375 To the right of the list title there is an RSS icon that will allow you
376 to subscribe to updates to the list.
378 Using the menu options above the list you can place multiple items on
379 hold, download the list contents, email the list or print the list out.
381 - To place a hold on one or more list items check the box to the left
382 of the item and click the 'Place Hold' link at the top
384 - To download the list contents click the 'Download List' link and
385 choose the format you'd like to download the list in
387 - To email the list contents to someone, click the 'Send List' link and
388 enter in your email details in the form that pops up
392 - To print the contents of your list out click the 'Print List' link
394 .. _managing-lists-label:
397 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
399 Once the list is saved patrons can begin adding items to it. From the
400 'your lists' tab on the patron record the patron can edit and delete the
401 lists they have created by clicking the appropriate link to the right of
406 To edit the list's title or sorting patrons click the 'Edit' link to the
407 right of the list description.
411 When clicking 'Delete' next to a list you will be asked to confirm that
412 you want to delete the list.
416 The list will not be deleted until the 'Confirm' button is clicked to
417 the right of the list you'd like to delete.
419 If the library is allowing you to share private lists with the
420 :ref:`OpacAllowSharingPrivateLists`
421 preference then you will see the 'Share' link on your list of lists and
422 the 'Share list' link at the top of each individual list. Clicking this
423 will ask you to enter the email address of a patron.
427 Once the email address is entered Koha will present you with a
432 and will send a message to that patron.
439 .. _adding-titles-to-the-cart-label:
441 Adding titles to the Cart
442 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
444 Titles can be added to the cart from the search results and/or from the
445 bibliographic record. On the search results options to add items to the
446 cart appear below each result and across the top of the results page
450 Clicking the 'Add to Cart' button will add the one title to your cart.
451 To add multiple titles at once, check the box to the left of each result
452 and then choose 'Cart' from the 'Add to' pull down at the top of the
453 screen. Once titles are added to the cart you will be presented with a
458 From the results you will see which items are in your cart and will be
459 able to remove those items by clicking '(remove)'.
463 .. _managing-the-cart-label:
466 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
468 Once you have titles in your cart you can manage the contents by
469 clicking on the 'Cart' button usually found at the top of the screen.
470 Your cart will open in a new window.
474 From this window you are presented with several options. Across the top
475 of the cart are several buttons.
477 First is the 'More details' button. Clicking this will show you
478 additional information about the titles in your cart (ISBNs, Subjects,
479 Publisher Info, Notes and more).
483 Next is the option to send the contents of your cart to an email
484 address. This is handy if you want to send the resources you found at
485 the library to your home email account to refer to later or to send to a
486 patron researching a specific topic. Clicking this link will open up a
487 new window that asks for the email address and message to send.
493 The cart can only be emailed by logged in users. This will prevent
494 your cart email function from being used for spamming.
496 In addition to sending your cart you can download the contents of your
497 cart in several pre-defined formats or using a :ref:`CSV
498 Profile <csv-profiles-label>` that you defined in the Tools module.
502 Finally you can print out the contents of your cart by choosing the
505 In addition to the various different ways to save the contents of your
506 cart, there are ways to add value to the data in your cart. By selecting
507 one or more titles from the cart you can add them to a list (click 'Add
508 to a List'), place hold(s) (click 'Place hold'), or tag them (click
509 'Tag'). All of these operations follow the same procedure as they do
510 when performing them in the OPAC.
512 .. _placing-holds-label:
515 ----------------------------------
517 Patrons can place holds on items via the OPAC if they're logged in and
518 you have the :ref:`RequestOnOpac` preference set to
519 'Allow'. If the item can be placed on hold the option to place it on
520 hold will appear in several different places.
522 - When viewing a list or search results page you'll see the option to
523 place hold on multiple items by checking the boxes to the left of the
524 results and clicking 'Place Hold' at the top
528 - When viewing a list or search results page you'll see the option to
529 place the item on hold below the basic information about the title
533 - When viewing an individual title you'll see the option to place a
534 hold in the box on the right side of the screen
538 No matter which of the above links you click to place your hold you'll
539 be brought to the same hold screen.
543 - Check the box to the left of the items you'd like to place on hold
545 - The title includes a link back to the detail page for the record
547 - The priority shows where in the holds queue this hold will fall
550 :ref:`OPACAllowUserToChooseBranch`
551 preference the patron can choose where they'd like to pick up their
554 - If you would like to see more options you can click 'Show more
557 Place Hold Form with More Options
560 :ref:`AllowHoldItemTypeSelection`
561 preference set to 'Allow' and the record had more than one item
562 type attached you will see an option to choose to limit the hold
563 to a specific item type
568 :ref:`OPACAllowHoldDateInFuture`
569 preference, the 'Hold Starts on Date' column will show. This field
570 allows the patron to have their hold start on a future date.
572 - By default holds placed in the system remain until canceled, but if
573 the patron fills in a 'Hold Not Needed After' date then the hold has
578 Expired holds are removed by the :ref:`Expired Holds Cron
579 Job <expired-holds-label>`, this is not an automatic process
580 and must be set up by your system administrator
582 - If allowed by the :ref:`OpacHoldNotes` preference then
583 patrons can leave notes about their holds for the library by clicking
584 the 'Edit notes' button
588 - Depending on the rules you set regarding item specific holds in your
589 :ref:`circulation and fines rules <circulation-and-fine-rules-label>` the patron will be
590 allowed to choose whether to place the hold on the next available
591 copy and/or a specific copy
595 After clicking the Place Hold button the patron will be brought to their
596 account page where they'll see all of the items they have on hold.
598 .. _enhanced-content-label:
601 -------------------------------------------
603 .. _opac-tagging-label:
606 ~~~~~~~~~~~~~~~~~~~~~~~~~~
608 Depending on your settings for the :ref:`TagsEnabled`,
609 :ref:`TagsInputOnList` and
610 :ref:`TagsInputOnDetail` preferences you may be able
611 to add tags to bibliographic records from the search results and/or
612 bibliographic records. If you are allowing patrons to add tags from the
613 search results screen you will see an input box below each result and a
614 'Tag' option at the top of the screen.
618 To add a tag to one item, type the tabs (separated by commas) in the
619 'New tag' box and click 'Add'. You will be presented with a confirmation
620 of your tags being added.
624 From the results you can also tag items in bulk by clicking the
625 checkboxes on the left and then clicking the 'Tag' button at the top.
626 After clicking the button it will change into an input box for you to
627 add tags to all of the items you have selected.
631 Emojis can also be included using the emoji picker when adding tags
638 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~
640 Patrons can leave comments in the OPAC if you have the
641 :ref:`reviewson` preference set to allow this. Each
642 bibliographic record has a comments tab below the bibliographic
647 If the patron is logged in they will see a link to add a comment to the
648 item. Clicking this link will open a pop up window with a box for their
653 Once the comment has been typed and the 'Submit' button clicked, the
654 patron will see their comment as pending and other patrons will simply
655 see that there are no comments on the item.
659 Once the comment is approved the patron will see the number of comments
660 on the 'Comments' tab and their comment labeled amongst the other
661 comments. If you have set your
662 :ref:`ShowReviewerPhoto` preference to 'Show' then
663 you'll see the patron's photo pulled from the
664 `Libravatar <https://www.libravatar.org>`__ library.
668 Other patrons will see the comment with the name of the patron who left
669 the comment (unless you have set the :ref:`ShowReviewer`
670 preference to not show patron names).
674 If you have your :ref:`OpacShowRecentComments`
675 set to show then you'll see the approved comments on that page.
679 From this page patrons can subscribe to the recent comments using RSS if
687 Zotero is a Firefox add on that allows for the saving and generating of
688 a bibliography. Learn more about and download Zotero at
691 When on the search results in the Koha OPAC, if you have Zotero
692 installed, you will see a folder icon in the address bar to the right of
693 the URL. Clicking that folder will open up a list of titles on the page
694 for you to pick from to add to Zotero.
698 Select the titles you want to add to Zotero and then click the 'OK'
699 button. This will add the title to Zotero. You can see the title by
700 opening your Zotero library.
704 .. _custom-rss-feeds-label:
707 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
709 Using misc/cronjobs/rss/rss.pl you can generate an RSS feed for any SQL
710 query (for example a new acquisitions RSS feed). rss.pl is run on the
711 command line to produce an RSS XML document.
713 The output should be placed in a directory accessible to the OPAC (or
714 staff) web interface so that users can download the RSS feed.
716 An example of usage can be found at: misc/cronjobs/rss.pl
719 Normally rss.pl should be run periodically (e.g., daily) to keep the
722 The configuration file (e.g., lastAcquired.conf) lists
724 - name of the template file to use
726 - path of output file
730 rss.pl runs the SQL query, then feeds the output of the query through
731 the template to produce the output file.
735 To use custom RSS feeds you need to turn on the rss.pl cron job.
737 .. _opac-self-registration-label:
739 OPAC Self Registration
740 ----------------------------------------------
742 If you allow it, patrons can register for their own accounts via the
743 OPAC. If you have the
744 :ref:`PatronSelfRegistration` preference set to
745 'Allow' then patrons will see a link to register below the log in box on
746 the right of the main OPAC page.
750 When the patron clicks the 'Register here' link they will be brough to a
751 registration page. The options on the registration page can be conrolled
753 :ref:`PatronSelfRegistrationBorrowerMandatoryField`
755 :ref:`PatronSelfRegistrationBorrowerUnwantedField`
760 Once the patron has confirmed submitted their registration they will
761 either be sent an email to confirm their account (if you have the
762 :ref:`PatronSelfRegistrationVerifyByEmail`
763 preference to require this) or presented with their new username and
768 Patrons registered in this way will not have a cardnumber until assigned
769 one by the library, but will have access to all OPAC functionality
770 immediately. For this reason it is recommended that you:
772 - set up a provisional :ref:`patron category <adding-a-patron-category-label>` for self
773 registered patrons (such as 'Self Registered) instead of using an
774 existing patron category and set that value in the
775 :ref:`PatronSelfRegistrationDefaultCategory`
778 - give this patron category minimal circulation privileges in the
779 :ref:`Circulation and fines rules` (such as allowing a
780 couple holds, but no check outs)
782 That way patrons will either have to come in to the library to verify
783 their identity before given a cardnumber and the ability to check items
784 out or the library will have to come up with internal policy on
785 generating cardnumbers before providing them to self registered patrons.
786 Once this is done the library can change the category to one that is
787 more appropriate (be it an adult, resident, non resident, student, etc)
788 and add a cardnumber/barcode.
790 .. _your-account-label:
793 -------------------------------
795 From the OPAC patrons can log in and access their account if you have
796 set the :ref:`opacuserlogin` preference to 'Allow'. Once
797 logged in patrons are brought to their account summary. If you would
798 like to get to your account in the OPAC, you can click on your name in
799 the top right of any page in the OPAC.
801 .. _resetting-your-password-label:
803 Resetting your password
804 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
806 If you have the :ref:`OpacResetPassword` set to allow
807 patrons to reset their password they can click 'Forgot your password?'
808 link found under the log in box to reset their passwords.
812 Once clicked they will be presented with a form asking for their
813 username and their email address (patrons must have an email address on
814 file to reset their password).
818 The system will then email the patron instructions for resetting their
823 .. _your-summary-label:
826 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
830 From the 'your summary' tab, patrons will see all of the items they have
831 checked out with the overdue items highlighted in red. If you have
832 :ref:`OpacRenewalAllowed` set to 'Allow' then your
833 patrons will be able to renew their books right from the OPAC. If you
834 have HTML entered in the :ref:`OPACMySummaryHTML`
835 preference then you will see that to the right of the 'Fines' column.
839 If your patrons would like to see the items barcodes on their list of
840 checked out items you can set up a :ref:`patron
841 attribute <patron-attribute-types-label>` with the value of SHOW\_BCODE and
842 :ref:`authorized value <authorized-values-label>` of YES\_NO.
846 Then on the :ref:`patron's record set the value <editing-patrons-label>` for
851 This will add a column to the check out summary in the OPAC that shows
852 the patrons the barcodes of the items they have checked out.
856 If you would like your patrons to leave a note on an item they have checked out
857 :ref:`allowcheckoutnotes` preference must be set to allow.
859 In the patron's summary of checkouts, there will be an added column
860 to allow the patron to leave a note (for example: missing first page, or DVD is
861 scratched). This note once confirmed by the patron will appear to the staff
862 at the bottom of the staff interface's home page, and also when the item is checked in.
866 If their guarantee has allowed it via :ref:`their
867 privacy <your-privacy-label>`, when the guarantor logs in they will see a
868 tab labeled "Relatives' checkouts" on their summary tab.
872 Clicking on the 'Overdue' tab will show only the items that are overdue.
876 The 'Fines' tab will show just a total of what the patron owes. Clicking
877 on the total will take them to the 'your fines' tab where they will see a
878 complete breakdown of their fines and bills. If you don't charge fines
879 at your library you can turn the display of these tabs off by setting
880 the :ref:`OPACFinesTab` preference to 'Don't Allow.'
884 Finally, clicking on the 'Holds' tab will show the patron the status of
885 all of the items they have on hold.
889 Patrons can cancel or suspend (depending on the value of your
890 :ref:`SuspendHoldsOpac` system preference) their own
891 holds if they are not in transit or already waiting for them. When they
892 click 'Suspend' they will be presented with the option to choose a date
893 for their hold to resume.
897 They can also suspend all of their holds indefinitely or until a
898 specific date if they choose by filling in the suspend options at the
904 :ref:`AutoResumeSuspendedHolds` preference
905 set to "Don't allow" then you will not have the option to put an end
906 date on the hold suspension
908 .. _patron-flags-label:
911 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
913 If you have `flagged your patron's account <#patronflags>`__ they may
914 see one of the following error messages at the top of their account.
916 - Card marked as lost
920 - Patron address in question
926 this error message will not include a link to the update form
927 if you have :ref:`OPACPatronDetails` set to
930 - Patron marked restricted
934 .. _your-fines-label:
937 ~~~~~~~~~~~~~~~~~~~~~~~~~~~
939 If your library charges fines the next tab on the left is 'your fines'.
940 Opening this tab will show the patron an entire history of their
941 accounting at the library.
945 If you are allowing patrons to pay their fines using PayPal with the
946 :ref:`EnablePayPalOpacPayments <enablepaypalopacpayments-&-paypalsandboxmode-label>` preference
947 there will be checkboxes to the left of each fine with an outstanding
952 At the bottom the patron will see the option to pay with PayPal for the
953 items they have checked.
957 After paying they will be presented with a confirmation
961 And you will see that the fine was paid using PayPal on the staff
966 .. _your-details-label:
968 Your personal details
969 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
971 If you have your :ref:`OPACPatronDetails` preference
972 set to 'Allow', your patrons will see a form filled in with their
973 contacting information by clicking on the 'Your personal details' tab. You
974 can control what fields patrons see and can modify via the OPAC by
976 :ref:`PatronSelfRegistrationBorrowerMandatoryField`
977 :ref:`PatronSelfRegistrationBorrowerUnwantedField`
982 Patrons can edit their details in this form and click 'Submit Changes'
983 to have their edits sent to the library for review before their record
984 is updated. Staff will see all patrons requesting modification to their
985 record listed below the modules on the main dashboard along with
986 anything else awaiting library attention.
990 If the :ref:`OPACPatronDetails` preference is set to
991 'Don't allow' then patrons will simply see their details and a message
992 stating that they should contact the library for changes.
999 ~~~~~~~~~~~~~~~~~~~~~~~~~
1001 If your library has :ref:`TagsEnabled` set to 'Allowed' then
1002 the next tab on the left will be 'your tags'. This tab will show patrons
1003 all of the tags in the system as a cloud and then all of the tags they
1004 have applied in a list format. From here patrons have the ability to
1005 remove tags that they have added if they want.
1009 .. _change-your-password-label:
1011 Change your password
1012 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1014 Next, if you have :ref:`OpacPasswordChange` set to
1015 'Allow' the next tab will be 'change your password,' where patrons can
1016 change their password for logging into the OPAC. Patrons will be
1017 presented with a standard form asking them to enter their old password
1018 and then their new password twice.
1022 .. _your-search-history-label:
1025 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1027 If you have your :ref:`EnableOpacSearchHistory`
1028 preference set to 'Allow' then your patrons can access their search
1029 history via the 'your search history' tab.
1033 The search history is a record of all searches run by the patron.
1034 Clicking on any of the search phrases will re-run the search for the
1035 patron. The search history can be deleted by the patron at any time by
1036 clicking the 'Delete your search history' link found at the top of this
1037 tab or by clicking the little red 'x' next to the 'Search history' link
1038 at the top right of the OPAC.
1042 .. _your-reading-history-label:
1044 Your reading history
1045 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1047 Depending on your library's setting for
1048 :ref:`opacreadinghistory` your patrons may see the
1049 'your reading history' tab next. This will show the patron their entire
1050 reading history unless they have asked the library to not keep that
1051 information via the 'your privacy' tab which will appear if you have the
1052 :ref:`OPACPrivacy` preference set to 'Allow.'
1056 If you have HTML entered in the
1057 :ref:`OPACMySummaryHTML` preference then you will see
1058 that to the right of the 'Date' column.
1060 .. _your-privacy-label:
1063 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1065 The 'your privacy' tab will appear if you have both the
1066 :ref:`opacreadinghistory` and the
1067 :ref:`OPACPrivacy` preferences set to 'Allow.' This tab will
1068 allow the patrons to decide how the library keeps their circulation
1073 The patron can choose from three options:
1075 - Forever: keep my reading history without limit. This is the option
1076 for users who want to keep track of what they are reading.
1078 - Default: keep my reading history according to local laws. This is the
1079 default option : the library will keep your reading history for the
1080 duration permitted by local laws.
1082 - Never: Delete my reading history immediately. This will delete all
1083 record of the item that was checked-out upon check-in.
1085 Depending on the patron's suggestions the contents of the ':ref:`Your reading
1086 history <your-reading-history-label>`' tab and the ':ref:`Circulation
1087 History <circulation-history-label>`' tab in the staff client may change.
1089 Regardless of the patron's choice they can delete their reading history
1090 in bulk at any time by clicking the 'Immediate deletion' button.
1094 Clicking this button will not delete items that are currently checked
1095 out, but will clear the patron's past reading history.
1099 In order for the patron to be able to delete their reading history
1100 you must have the :ref:`AnonymousPatron` preference
1103 If you're allowing guarantees to grand permission to their guarantors to
1104 view their current checkouts with the
1105 :ref:`AllowPatronToSetCheckoutsVisibilityForGuarantor`
1106 preference they will see that option on this
1111 When the guarantor logs in they will see a tab labeled "Relatives'
1112 checkouts" on their summary tab.
1116 .. _your-purchase-suggestions-label:
1118 Your purchase suggestions
1119 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1121 If your library allows patrons to make purchase suggestions the next tab
1122 will show all suggestions that the patron made to the library and their
1123 statuses. To disable this tab and the suggestion functionality set the
1124 :ref:`suggestion` preference to 'Don't allow.'
1128 If you have :ref:`OPACViewOthersSuggestions`
1129 set to 'Show' then patrons will be able to search suggestions from the
1132 .. _your-messaging-label:
1135 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1137 If your library has the
1138 :ref:`EnhancedMessagingPreferences` and the
1139 :ref:`EnhancedMessagingPreferencesOPAC`
1140 preferences set to 'Allow' then your patrons will be able to choose
1141 which messages they receive from the library (with the exception of
1142 overdue notices which the library controls).
1146 If you use an outside driver for sending text messages set with the
1147 :ref:`SMSSendDriver <smssenddriver,-smssendusername,-and-smssendpassword-label>` preference, you will see an
1148 additional column to receive these messages as SMS (or text messages)
1149 and a field for a cell (or SMS) number.
1153 If you are using the Email protocol for sending text messages set with
1154 the :ref:`SMSSendDriver <smssenddriver,-smssendusername,-and-smssendpassword-label>` preference, you will see an
1155 additional column to receive these messages as SMS (or text messages), a
1156 field for a cell (or SMS) number, and a pull down listing :ref:`cellular
1157 providers entered in administration <sms-cellular-providers-label>`.
1161 If you are using the :ref:`Itiva Talking
1162 Tech <talkingtechitivaphonenotification-label>` service you will see an
1163 additional column to receive these messages via Phone.
1167 - These notices are:
1169 - Advanced notice : A notice in advance of the patron's items being
1170 due (The patron can choose the number of days in advance)
1172 - Item checkout : A notice that lists all the of the items the
1173 patron has just checked out and/or renewed, this is an electronic
1174 form of the checkout receipt
1176 - Hold filled : A notice when you have confirmed the hold is waiting
1179 - Item due : A notice on the day and item is due back at the library
1181 - Item check-in : A notice that lists all the of the items the
1182 patron has just checked in
1184 Patrons can choose to receive their notices as a digest by checking the
1185 'Digest only?' box along with the delivery method. A digest is a
1186 combination of all the messages of that type (so all items due in 3 days
1187 in one email) in to one email instead of multiple emails for each alert.
1191 You must choose a delivery method (SMS or Email or Phone) along with
1192 'Digest only?' if you would like to receive a digest of the
1195 .. _your-lists-label:
1198 ~~~~~~~~~~~~~~~~~~~~~~~~~~~
1200 If your library has the :ref:`virtualshelves`
1201 set to 'Allow' they will see the 'your lists' tab. From here your
1202 patrons can review public lists and create or edit their own private
1207 .. _ask-for-a-discharge-label:
1210 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1212 If you have enabled the :ref:`useDischarge` preference then
1213 patrons will be able to request a discharge via the OPAC.
1217 From here patrons can request a discharge
1221 And will receive confirmation of their request.
1225 .. _your-interlibrary-loan-requests-label:
1227 Your interlibrary loan requests
1228 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1230 If your library has the :ref:`ILLModule` preference set to ‘Enable’ patrons will have the option to make ILL requests when logged in to their OPAC account. From here they can view their existing requests and place new ones.
1234 To place a new interlibrary loan request click on ‘Create a new request’ and choose a request form.
1240 The options displayed are dependent on your ILL configuration. See the ILL backends wiki page at https://wiki.koha-community.org/wiki/ILL_backends for further explanation.
1244 If you have entered copyright text in the :ref:`ILLModuleCopyrightClearance` preference the text displays here and you need to click ‘Yes’ to accept before continuing.
1246 Complete the publication details as fully as possible. Depending on the form in use you may see the option to add Custom fields for additional information such as notes. Destination branch is a required field, this is the branch you would like the request to be sent to.
1250 Click on 'Create' to submit your request to the library for processing.
1252 Your submitted request will be listed with a status of ‘New request’. Once processed the status will be updated to ‘Requested’.
1254 Click on ‘View’ to make changes or cancel your request.
1256 You cannot edit the form details but you can add a note to request a modification and then click on ‘Submit modifications’ at the bottom of the screen. Your modification will be sent to the library for processing.
1258 For New requests you will also have the option to ‘Request cancellation’. Your request will be updated with the status ‘Cancellation requested’ and can then be removed by library staff.
1260 Purchase Suggestions
1261 -------------------------------------------
1263 If your library has the :ref:`suggestion` preference set
1264 to 'Allow' then patrons will have the option to make purchase
1265 suggestions in several areas in the OPAC.
1267 If you are allowing everyone to see the purchase suggestions made by
1269 :ref:`OPACViewOthersSuggestions` preference,
1270 then there will be a link at the top of your OPAC under the search box.
1274 There will be a link when the patron finds nothing for their search.
1278 And there will be a link on the patron's :ref:`Your purchase
1279 suggestions <your-purchase-suggestions-label>` tab.
1283 Clicking any one of these links will open the purchase suggestion form.
1287 - From the form on the 'Title' is required by the library.
1289 - The Item type list can be edited by editing the SUGGEST\_FORMAT
1290 :ref:`authorized value <authorized-values-label>`.
1292 - If you would like the 'Reason for suggestion' menu shown in the
1293 screenshot above to appear on your suggestions list you need to add
1294 an :ref:`authorized value <authorized-values-label>` category titled
1295 'OPAC\_SUG' and include reasons as values in that list.
1297 - If you would like the patron to be able to choose which branch they
1298 are making a suggestion for you need to set the
1299 :ref:`AllowPurchaseSuggestionBranchChoice`
1300 preference to 'Allow'
1302 Once the form is submitted the data will be saved to the
1303 :ref:`Acquisitions <managing-suggestions-label>` module for the librarians to manage.