1 .. include:: images.rst
6 Before importing and/or adding patrons be sure to set up your :ref:`patron
7 categories <patron-categories-label>`.
9 .. _add-a-new-patron-label:
12 ------------------------------------
14 Patrons are added by going to the 'Patrons' module.
16 - *Get there:* Patrons
18 Once there you can add a new patron.
24 - The fields that appear on the patron add form can be controlled by
25 editing the :ref:`BorrowerUnwantedField` system
28 - First enter the identifying information regarding your patron
32 - Required fields are defined in the
33 :ref:`BorrowerMandatoryField` system
36 - Salutation is populated by the
37 :ref:`BorrowersTitles` system preference
41 If you'd like to prevent full names from printing on
42 :ref:`slips <notices-&-slips-label>` and you're not using the Initials or
43 Other name fields for anything else, you can use them for
44 shortened versions of the name to then be printed on the slip.
54 Then on the slip you can have it print the
55 <<borrowers.initials>> instead of the full name (NCE).
57 Or you could do something like this:
65 Then on the slip you can have it print the
66 <<borrowers.initials>>, <<borrowers.firstname>> instead of the
67 full name (E, Nicole).
69 - Next enter the contact information
73 - For contact information, note that the primary phone and email
74 addresses are the ones that appear on notices and slips printed
75 during circulation (receipts, transfer slips and hold slips). The
76 primary email is also the one that overdue notices and other
79 - If this patron is a child, you will be asked to attach the child
80 patron to an adult patron
84 - Click 'Set to patron' to search your system for an existing patron
86 - If the Guarantor is not in the system, you can enter the first and
87 last name in the fields available
89 - The relationships are set using the
90 :ref:`borrowerRelationship` system preference
92 - If this patron is a professional, you will be asked to attach the
93 patron to an organizational patron
97 - Click 'Set to patron' to search your system for an existing patron
99 - Each patron can have an alternate contact
103 - An alternate contact could be a parent or guardian. It can also be
104 used in academic settings to store the patron's home address.
106 - The library management section includes values that are used within
111 - The card number field is automatically calculated if you have the
112 :ref:`autoMemberNum` system preference set that way
116 For a newly installed system this preference will start at
117 1 and increment by 1 each time after. To have it start with
118 the starting number of your barcodes, enter the first
119 barcode by hand in the patron record and save the patron.
120 After that the field will increment that number by 1.
122 - If you accidentally chose the wrong patron category at the
123 beginning you can fix that here
125 - Sort 1 and 2 are used for statistical purposes within your library
127 - 'Check for previous checkouts' is used to set the patron's personal preference
128 regarding checking their circulation history to see if they have borrowed this
129 item in the past. This overrides the setting of the :ref:`patron category
130 <adding-a-patron-category>` and of the :ref:`CheckPrevCheckout` system preference.
132 - Next, the library set-up section includes additional library settings
136 - The registration date will automatically be filled in with today's
139 - If your patron cards expire (based on your :ref:`patron category
140 settings <patron-categories-label>`) the expiry date will automatically be
143 - The OPAC note is a note for the patron - it will appear in the
144 OPAC on the patron's record
146 - The Circulation note is meant solely for your library staff and
147 will appear when the circulation staff goes to check an item out
152 - The Staff/OPAC asks for the username and password to be used by
153 the patron (and/or staff member) to log into their account in the
154 OPAC and for staff to log in to the staff client.
156 - Staff will only be able to use this log in info to log in to
157 the staff client if they have the :ref:`necessary
158 permissions <patron-permissions-label>`.
160 - If you have set :ref:`additional patron
161 attributes <patron-attribute-types-label>` up, these will appear next
165 - Finally, if you have
166 :ref:`EnhancedMessagingPreferences` set
167 to 'allow,' you can choose the messaging preferences for this patron.
173 - Advanced notice: A notice in advance of the patron's items
174 being due (the patron can choose the number of days in advance)
176 - Item checkout: A notice that lists all the of the items the
177 patron has just checked out and/or renewed, this is an
178 electronic form of the checkout receipt
180 - Hold filled: A notice when you have confirmed the hold is
181 waiting for the patron
183 - Item due: A notice on the day and item is due back at the
186 - Item check-in: A notice that lists all the of the items the
187 patron has just checked in
189 - Patrons can choose to receive their notices as a digest by
190 checking the 'Digest only?' box along with the delivery method. A
191 digest is a combination of all the messages of that type (so all
192 items due in 3 days in one email) in to one email instead of
193 multiple emails for each alert.
197 These preferences will override any you set via the :ref:`patron
198 categories <adding-a-patron-category-label>`
202 These preference can be altered by the patron via the OPAC
204 - Once finished, click 'Save'
206 If the system suspects this patron is a duplicate of another it will
213 A duplicate patron is detected if first and last names match and
214 there is no date of birth populated or if first name, last name and
215 date of birth fields are all populated. If two patrons have matching
216 names, but one has a date of birth and the other does not they will
217 not match as duplicates.
219 If you have set a minimum or upper age limit on the patron category and
220 are requiring that the birth date be filled in, Koha will warn you if
221 the patron you're adding is too old or young for the patron category you
226 .. _quick-add-patron-label:
229 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
231 If your circulation desk is very busy and you want to register patron quickly,
232 you can use the 'quick add' feature. It's a shortened version of the add
233 patron form with only a couple of necessary fields to fill out.
235 This feature uses two system preferences: :ref:`BorrowerMandatoryField`
236 and :ref:`PatronQuickAddFields`. These are the two system preferences that
237 control which fields are in the quick add form.
239 To quick add a patron, go to the Patrons module
241 - *Get there:* Patrons
243 Click on the 'Quick add new patron' button.
245 You will be asked to choose a patron category.
247 Then, you will be presented with a shortened form.
251 Once the form is filled out, click on 'Save'.
253 If you need to access the full form, you can click on 'Show full form'
254 above the 'Save' button.
257 .. _add-a-staff-patron-label:
260 ----------------------------------------
262 All staff members must be entered into Koha as patrons of the 'Staff'
263 type. Follow the steps in :ref:`Add a Patron <add-a-new-patron-label>` to add a
264 staff member. To give the staff member permissions to access the staff
265 client, follow the steps in :ref:`patron permissions <patron-permissions-label>`
269 Remember to assign your staff secure usernames and passwords since
270 these will be used to log into the staff client.
272 .. _add-a-statistical-patron-label:
274 Add a statistical patron
275 ----------------------------------------------
277 One way to track use of in house items is to "check out" the materials
278 to a statistical patron. The "check out" process doesn’t check the book
279 out, but instead tracks an in house use of the item. To use this method
280 for tracking in house use you first will need a :ref:`patron
281 category <patron-categories-label>` set up for your statistical patron.
285 Next, you will need to create a new patron of the statistical type.
289 Next, follow the steps put forth in the ':ref:`Add a new
290 patron <add-a-new-patron-label>`' section of this manual. Since this patron is
291 not a real person, simply fill in the required fields, the correct
292 library and nothing else.
294 To learn about other methods of tracking in house use visit the
295 :ref:`tracking inhouse use <tracking-in-house-use-label>` section of this manual.
297 .. _duplicate-a-patron-label:
300 -----------------------------------------
302 Sometimes when you're adding a new family to your system you don't want
303 to type the contact information over and over. Koha allows for you to
304 duplicate a patron and change only the parts you want to (or need to)
307 - Open the patron you want to use as your base (the patron you want to
308 duplicate information from)
310 - Click the 'Duplicate' button at the top of their record
314 - All of the fields with the exception of first name, card number,
315 username and password have been duplicated. Fill in the missing
316 pieces and click 'Save'
322 Clicking in a field that is already populated with data will
323 clear that field of all information (making it easier for you
324 to type in something different)
326 - You will be brought to your new patron
330 .. _add-patron-images-label:
333 ----------------------------------------
335 If you would like you can add patron images to help identify patrons. To
336 enable this feature you must first set the
337 :ref:`patronimages` preference to 'Allow'.
339 If the preference is set to 'Allow' you will see a placeholder image
340 under the patron's name and box to upload a patron image below the basic
345 In the 'Upload patron image' box click 'Browse' to find the image on
346 your computer and 'Upload' to load the image on to the patron record.
352 There is a limit of 100K on the size of the picture uploaded and it
353 is recommended that the image be 200x300 pixels, but smaller images
356 .. _editing-patrons-label:
359 ----------------------------------
361 Patrons in Koha can be edited using one of many edit buttons.
363 - To edit the entire patron record simply click the 'Edit' button at
364 the top of the patron record.
368 - Patron passwords are not recoverable. The stars show on the patron
369 detail next to the password label are always there even if a password
370 isn't set. If a patron forgets their password the only option is to
371 reset their password. To change the patron's password, click the
372 'Change password' button.
376 - Koha cannot display existing passwords as they are encrypted in the
377 database. Leave the field blank to leave password unchanged.
379 - This form can automatically generate a random password if you
380 click the link labeled "Click to fill with a randomly generated
381 suggestion. Passwords will be displayed as text."
383 - To edit a specific section of the patron record (for example the
384 'Library use' section) click the 'Edit' link below the section.
388 - A patron image can be added by browsing for the image on your machine
389 from the 'Manage patron image' section.
393 - This form will not appear if you have the
394 :ref:`patronimages` system preference to not allow
397 - To add patron images in bulk, use the :ref:`Upload patron
398 images <upload-patron-images-label>` tool.
400 - Patrons can also be blocked from checking items out by setting Patron
405 - If you would like your circulation staff to confirm a patron's
406 address before checking items out to the patron, you can see the
407 'Gone no address' flag
411 - If the patron reports that they have lost their card you can set
412 the 'Lost card' flag to prevent someone else from using that card
417 - If you would like to bar a patron from the library you can add a
424 This flag can automatically be set with the :ref:`Overdue/notice
425 status triggers <overdue-notice/status-triggers-label>`
427 - If you enter in a date and/or note related to the restriction you
428 will see that in the restricted message as well
432 - Children patrons do not become adults automatically in Koha unless
433 you have :ref:`Juvenile to adult cron job <update-child-to-adult-patron-type-label>` running. To
434 upgrade a child patron to and adult patron category manually go to
435 the 'More' menu and choose 'Update child to adult patron'
439 - You will then be presented with a pop up window asking which one
440 of your adult patron categories this Child should be updated to
444 .. _renew-patron-account-label:
447 ----------------------------------
449 When renewing a patron account you can either edit the the expiry date
450 manually in the patron record or use the 'Renew patron' option from the
451 More menu in the toolbar at the top.
455 Using the latter the new expiry date will be calculated using the
456 enrollment period configured for the patron category of the user.
457 The system preference :ref:`BorrowerRenewalPeriodBase` determines if
458 the new expiry date will be calculated from the current date or from the
461 One advantage of using the 'Renew patron' option is that it will be logged
462 as a membership renewal in the action_logs table and be visible as such
463 when using the :ref:`Log viewer <log-viewer-label>` or the
464 :ref:`Modificaton log <modification-log-label>` from the patron account.
466 The renewal date of the patron account will be visible on the details tab.
470 .. _managing-patron-self-edits-label:
472 Managing patron self edits
473 --------------------------------------------------
475 If you are allowing patrons to edit their accounts via the OPAC with the
476 :ref:`OPACPatronDetails` preference then you will need
477 to approve all changes via the staff client before they're applied. If
478 there are patron edits awaiting action they will appear on the staff
479 client dashboard below the modules list (along with other items awaiting
486 Superlibrarians will see modifications for any branch, other staff
487 will only see modifications for patrons who belong to their logged
490 When you click the 'Patrons requesting modifications' link you will be
491 brought to a list of patrons with requested changes.
495 From here you can 'Approve' and apply the changes to the patron record,
496 'Delete' and remove the changes or 'Ignore' and keep the changes pending
499 If you would like to see the entire patron record you can click the
500 'Patron details' links to the right of the buttons. This will open in a
503 Merging patron records
504 -----------------------------------
506 If you accidentally end up with one patron with two cards it is possible
507 to merge their records together so that you don't lose their loan history
510 - In the patron list, check the boxes next to the records you want to
511 merge and click on the 'Merge selected patrons' button.
517 It is possible to merge more than two records at a time.
519 - Select the patron record you want to keep and click on the 'Merge
524 The checkouts and statistics will be transferred to the right record and
525 the other one will be deleted.
529 .. _patron-permissions-label:
532 -------------------------------------------
534 Patron permissions are used to allow staff members access to the staff
539 In order for a staff member to log into the staff interface they
540 must have (at the very least) 'catalogue' permissions which allow
541 them to view the staff interface.
543 .. _setting-patron-permissions-label:
545 Setting patron permissions
546 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
548 - On the patron record click 'More' and choose 'Set permissions' to alter
553 - You will be presented with a list of preferences, some of which can
554 be expanded by clicking the plus sign to the left of the section
559 .. _patron-permissions-defined-label:
561 Patron permissions defined
562 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
566 - Access to all librarian functions
570 With this selected there is no need to choose any other
575 - Check out and check in items
577 - This section can be expanded (:ref:`Learn more <granular-circulate-permissions-label>`)
581 - **Required for staff login.** Staff access, allows viewing the
582 catalogue in staff client
586 Must be given to all staff members to allow them to login
591 - Manage Koha system settings (Administration panel)
593 - This section can be expanded (:ref:`Learn
594 more <granular-parameters-permissions-label>`)
598 - Add or modify patrons
600 - This section can be expanded (:ref:`Learn more <granular-borrowers-permissions-label>`)
604 - Set user permissions
608 - Place and modify holds for patrons
610 - This section can be expanded (:ref:`Learn
611 more <granular-holds-permissions-label>`)
615 - Edit Catalog (Modify bibliographic/holdings data)
617 - This section can be expanded (:ref:`Learn more <granular-cataloging-permissions-label>`)
621 - Manage patrons fines and fees
623 - This section can be expanded (:ref:`Learn
624 more <granular-fines-and-charges-permissions-label>`)
628 - Acquisition and/or suggestion management
630 - This section can be expanded (:ref:`Learn more <granular-acquisitions-permissions-label>`)
636 - This section can be expanded (:ref:`Learn more <granular-tools-permissions-label>`)
644 - Manage serial subscriptions
646 - This section can be expanded (:ref:`Learn more <granular-serials-permissions-label>`)
650 - Allow access to the reports module
652 - Reports found on the Circulation page are not controlled by this
655 - This section can be expanded (:ref:`Learn more <granular-reports-permissions-label>`)
659 - Allow staff members to modify permissions for other staff members
663 Requires the borrowers permission above
669 - Allow access to the :ref:`course reserves module <course-reserves-label>`
671 - This section can be expanded (:ref:`Learn more <granular-course-reserves-permissions-label>`)
677 - This section can be expanded (:ref:`Learn more <granular-plugins-permissions-label>`)
685 All staff have permission to create and modify their own
686 lists, this permission is only necessary if you'd like to give
687 a staff member permission to delete public lists that they
690 - This section can be expanded (:ref:`Learn more <granular-lists-permissions-label>`)
696 - Allows access to the :ref:`Patron clubs feature <Patron-clubs-label>`
698 - This section can be expanded (:ref:`Learn more <granular-clubs-permissions-label>`)
702 - Create and modify interlibrary loan requests
708 - Used for self checkin/self checkout kiosks
710 - This section can be expanded (:ref:`Learn more <granular-self-check-permissions-label>`)
712 .. _granular-circulate-permissions-label:
714 Granular circulate permissions
715 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
717 If the staff member has 'circulate' permissions they have the ability to
718 perform all of these actions. If you would like to control circulation
719 permissions on a more granular level choose from these options:
721 - circulate\_remaining\_permissions
723 - Remaining circulation permissions
725 - All circulation rights except those covered by permissions listed
730 - Force checkout if a limitation exists
732 - With this permission a librarian will be allowed to override a
733 check out restriction in the following cases:
737 - the item is issued to another patron
739 - the item is not for loan
741 - the patron has overdue items
745 - the item is a high demand item
747 - the item is on hold
749 - manage\_checkout\_notes
751 - Mark checkout notes as seen\/not seen
753 - The permission to manage the checkout notes written by users
756 - manage\_restrictions
758 - Manage restrictions for accounts
760 - Grants permission to the staff member to lift a restriction that
761 might be on the patron's record
765 - Execute overdue items report
767 - The permission to run the overdues reports found under Circulation
771 - Override blocked renewals
773 - Requires that the staff member also has
774 circulate\_remaining\_permissions
776 .. _granular-parameters-permissions-label:
778 Granular parameters permissions
779 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
781 If the staff member has 'parameters' permissions they have the ability
782 to perform all of these actions. If you would like to control parameter
783 permissions on a more granular level choose from these options:
785 - manage\_audio\_alerts
787 - Manage audio alerts
789 - The ability to access the :ref:`Audio alerts <audio-alerts-label>`
790 configuration in the administration module.
792 - manage\_auth\_values
794 - Manage authorized value categories and authorised values
796 - The ability to access the :ref:`Auhorized values <authorized-values-label>`
797 configuration in the administration module.
799 - manage\_circ\_rules
801 - Manage circulation rules
803 - The ability to access the :ref:`Circulation and fines
804 rules <circulation-and-fine-rules-label>` configuration
805 in the administration module.
807 - manage\_circ\_rules\_from\_any\_libraries
809 - Manage circulation rules form any library. If not set the logged in user can
810 only edit circulation rules from their own library (please note that
811 manage\_circ\_rules is still required).
815 - Manage cities and towns
817 - The ability to access the :ref:`Cities and towns <cities-and-towns-label>`
818 configuration in the administration module.
820 - manage\_classifications
822 - Manage classification sources and filing rules
824 - The ability to access the :ref:`Classification sources <classification-sources-label>`
825 configuration in the administration module.
827 - manage\_column\_config
829 - Manage column configuration
831 - The ability the access the :ref:`Configure columns <column-settings-label>`
832 page in the administration module.
836 - Manage Did you mean? configuration
838 - The ability to access the :ref:`Did you mean? <did-you-mean?-label>`
839 configuration in the administration module.
841 - manage\_item\_circ\_alerts
843 - Manage item circulation alerts
845 - The ability to access the :ref:`Item circulation alerts <item-circulation-alerts-label>`
846 configuration in the administration module.
848 - manage\_item\_search\_fields
850 - Manage item search fields
852 - The ability to access the :ref:`Item search fields <item-search-fields-label>`
853 configuration in the administration module.
859 - The ability to access the :ref:`Item types <item-types-label>`
860 configuration in the administratoin module.
862 - manage\_keywords2koha\_mappings
864 - Manage Keywords to Koha mappings
866 - The ability to access the :ref:`Keywords to MARC mapping <keywords-to-marc-mapping-label>`
867 configuration in the administration module.
871 - Manage libraries and library groups
873 - The ability to access the :ref:`Libraries <libraries-label>` and
874 :ref:`Library groups <library-groups-label>` configuration pages
875 in the administration module.
877 - manage\_marc\_frameworks
879 - Manage MARC bibliographic and authority frameworks and test them
881 - The ability to access the
882 :ref:`MARC bibliographic framework <marc-bibliographic-frameworks-label>`,
883 :ref:`Authority types <authority-types-label>`,
884 :ref:`Koha to MARC mapping <koha-to-marc-mapping-label> `, and
885 :ref:`MARC Bibliographic framework test <marc-bibliographic-framework-test-label>`
886 configuration areas in the administration module.
888 - manage\_matching\_rules
890 - Manage record matching rules
892 - The ability to access the :ref:`Record matching rules <record-matching-rules-label>`
893 configuration in the administration module.
899 - The ability to access the :ref:`OAI sets <oai-sets-configuration-label>`
900 configuration in the administration module.
902 - manage\_patron\_attributes
904 - Manage extened patron attributes
906 - The ability to access the :ref:`Patron attribute types <patron-attribute-types-label>`
907 configuration in the administration module.
909 - manage\_patron\_categories
911 - Manage patron categories
913 - The ability to access the :ref:`Patron categories <patron-categories-label>`
914 configuration in the administration module.
916 - manage\_search\_engine\_config
918 - Manage search engine configuration
920 - The ability to access the Search engine configuraton in the
921 administration module. Note: This area will only be visible when
922 the :ref:`SearchEngine` system preference is set to 'Elasticsearch'.
924 - manage\_search\_targets
926 - Manage Z39.50 and SRU server configuration
928 - The ability to access the :ref:`Z39.50/SRU servers <z39.50/sru-servers-label>`
929 configuration in the administration module.
931 - manage\_sms_providers
933 - Manage SMS cellular providers
935 - The ability to access the :ref:`SMS cellular providers <sms-cellular-providers-label>` configuration
936 in the administration module. Note: This area will only be visible when
937 the :ref:`SMSSendDriver` system preference is set to 'Email'.
941 - Manage global system preferences
943 - The ability to access the :ref:`Global system preferences <administration-label>`
944 in the administration module.
948 - Manage library transfer limits and transport cost matrix
950 - The ability to access the :ref:`Library transfer limits <library-transfer-limits-label>`
951 and :ref:`Transport cost matrix <transport-cost-matrix-label>`
952 configuration pages in the administration module.
954 - manage\_usage\_stats
956 - Manage usage statistics settings
958 - Ability to access the :ref:`Share your usage statistics <share-anonymous-usage-statistics-label>`
959 configuration in the administration module.
961 - parameters\_remaining\_permissions
963 - Remaining system parameters permissions
965 - The ability to access all remaining areas in the administration module.
967 .. _granular-borrowers-permissions-label:
969 Granular borrowers permissions
970 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
972 If the staff member has 'borrowers' permissions they have the ability
973 to perform all of these actions. If you would like to control borrowers
974 permissions on a more granular level choose from these options:
978 - Add, modify and view patron information
980 - The ability to access the Patrons module to view patron files,
981 as well as adding new patrons and editing patron files
983 - view\_borrower\_infos\_from\_any\_libraries
985 - View patron infos from any libraries. If not set the logged in user
986 could only access patron infos from its own library or group of libraries.
989 .. _granular-holds-permissions-label:
991 Granular holds permissions
992 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
994 If the staff member has 'reserveforothers' permissions they have the
995 ability to perform all of these actions. If you would like to control
996 holds permissions on a more granular level choose from these options:
998 - modify\_holds\_priority
1000 - Modify holds priority
1002 - Allow staff members to alter the holds priority (moving patrons up
1007 - Place holds for patrons
1009 .. _granular-cataloging-permissions-label:
1011 Granular cataloging permissions
1012 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1014 If the staff member has 'editcatalogue' permissions they have the
1015 ability to perform all of these actions. If you would like to control
1016 cataloging permissions on a more granular level choose from these
1019 - delete\_all\_items
1021 - Delete all items at once
1023 - Ability to use the 'Delete all items' option found under the
1024 'Edit' menu in cataloging
1028 - Edit catalog (Modify bibliographic/holdings data)
1030 - Ability to access all cataloging functions via the
1031 `Cataloging <#cataloging>`__ page
1037 - Ability to make :ref:`edits to item/holdings
1038 records <editing-items-label>`, but not bibliographic records
1040 - edit\_items\_restricted
1042 - Limit item modification to subfields defined in the
1043 :ref:`SubfieldsToAllowForRestrictedEditing`
1048 Please note that edit\_items permission is still required
1054 - The ability to catalog using only the :ref:`Fast add
1055 framework <fast-add-cataloging-label>` found on the
1056 `Circulation <#circulation>`__ page
1058 .. _granular-fines-and-charges-permissions-label:
1060 Granular fines and charges permissions
1061 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1063 If a staff member has 'updatecharges' permission they have the ability
1064 to perform all of these actions. If you would like to control fines and
1065 charges permissions on a more granular level choose from these options:
1067 - remaining\_permissions
1069 - Remaining permissions for managing fines and fees other than the
1070 ability to write off charges
1074 - Write off fines and fees
1076 .. _granular-acquisitions-permissions-label:
1078 Granular acquisitions permissions
1079 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1081 If the staff member has 'acquisition' permissions they have the ability
1082 to perform all of these actions. If you would like to control
1083 acquisitions permissions on a more granular level choose from these
1088 - Add and delete funds (but can't modify funds)
1094 - budget\_manage\_all
1100 - Modify funds (can't create lines, but can modify existing ones)
1106 - currencies\_manage
1108 - Manage currencies and exchange rates
1110 - The ability to access the :ref:`Currencies and exchange rates <currencies-and-exchange-rates-label>`
1115 - Manage EDIFACT transmissions
1119 - Manage basket groups
1123 - Manage baskets and order lines
1125 - order\_manage\_all
1127 - Manage all baskets and order lines, regardless of restrictions on them
1131 - Receive orders and manage shipments
1139 - Manage budget plannings
1141 - suggestions\_manage
1143 - Manage purchase suggestions
1149 - Note: Vendors are used in the acquisition and the serials module.
1151 .. _granular-serials-permissions-label:
1153 Granular serials permissions
1154 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1156 If the staff member has 'serials' permissions they have the ability to
1157 perform all of these actions. If you would like to control serials
1158 permissions on a more granular level choose from these options:
1162 - Check the :ref:`expiration of a serial <check-serial-expiration-label>`
1166 - Claim missing serials via the :ref:`Claims section <claim-late-serials-label>`
1168 - create\_subscription
1170 - Create :ref:`a new subscription <add-a-subscription-label>`
1172 - delete\_subscription
1174 - Delete an existing subscription
1176 - edit\_subscription
1178 - Edit an existing subscription
1180 - This permission does not include the ability to delete or create a
1187 - Receive serials on existing subscriptions
1189 - renew\_subscription
1191 - Renew a subscription
1197 - Manage :ref:`routing lists <create-a-routing-list-label>`
1201 - Manage subscriptions from any branch (only applies when
1202 :ref:`IndependantBranches <independentbranches-label>` is used)
1204 .. _granular-tools-permissions-label:
1206 Granular tools permissions
1207 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1209 If the staff member has 'tools' permissions they have the ability to
1210 access and use all items under the Tools menu. If you would like to
1211 control which tools staff members have access to on a more granular
1212 level choose from these options:
1216 - Access to the files stored on the server
1218 - Access to the :ref:`Upload tool <upload-label>`
1220 - batch\_upload\_patron\_images
1222 - Upload patron images in batch or one at a time
1224 - Access to the :ref:`Image upload tool <upload-patron-images-label>`
1226 - delete\_anonymize\_patrons
1228 - Delete old borrowers and anonymize circulation/reading history
1229 (deletes borrower reading history)
1231 - Access to the :ref:`Anonymize patron tool
1232 <patrons-anonymize-bulk-delete-label>`
1236 - Define days when the library is closed
1238 - Access to the :ref:`Calendar/holidays tool <calendar-label>`
1242 - Write news for the OPAC and staff interfaces
1244 - Access to the :ref:`News tool <news-label>`
1246 - edit\_notice\_status\_triggers
1248 - Set notice/status triggers for overdue items
1250 - Access to the :ref:`Overdue notice status/triggers
1251 tool <overdue-notice/status-triggers-label>`
1257 - Access to the :ref:`Notices and slips tool <notices-&-slips-label>`
1261 - Perform batch modification of patrons
1263 - Access to the :ref:`Batch patron modification tool
1264 <batch-patron-modification-label>`
1268 - Edit quotes for the quote-of-the-day feature
1270 - Access to the :ref:`Quote of the Day (QOTD) Editor
1271 <quote-of-the-day-(qotd)-editor-label>`
1275 - Export bibliographic, authorities and holdings data
1277 - Access to the :ref:`Export data tool <export-data-(marc-&-authorities)-label>`
1281 - Import patron data
1283 - Access to the :ref:`Import patrons tool <patron-import-label>`
1287 - Perform inventory (stocktaking) of your catalog
1289 - Access to the :ref:`Inventory tool <inventory-tool-label>`
1293 - Perform batch deletion of items
1295 - Access to the :ref:`Batch item deletion tool <batch-item-deletion-label>`
1299 - Perform batch modification of items
1301 - Access to the :ref:`Batch item modification tool <batch-item-modification-label>`
1303 - items\_batchmod\_restricted
1305 - Limit :ref:`batch item modification <batch-item-modification-label>` to subfields
1307 :ref:`SubfieldsToAllowForRestrictedBatchmod`
1312 Please note that items\_batchmod permission is still required
1316 - Create printable labels and barcodes from catalog and patron data
1318 - Access to the :ref:`Label creator <label-creator-label>` and
1319 :ref:`Quick label creator <quick-spine-label-creator-label>` Tools
1321 - manage\_csv\_profiles
1323 - Manage CSV export profiles
1325 - Access to the :ref:`CSV profiles tool <csv-profiles-label>`
1327 - manage\_patron\_lists
1329 - Add, edit and delete patron lists and their contents
1331 - Access to the :ref:`Patron lists tool <patron-lists-label>`
1333 - manage\_staged\_marc
1335 - Manage staged MARC records, including completing and reversing
1338 - Access to the :ref:`Manage Staged MARC Records Tool
1339 <staged-marc-record-management-label>`
1341 - marc\_modification\_templates
1343 - Manage MARC modification templates
1345 - Access to the :ref:`MARC modification templates tool
1346 <marc-modification-templates-label>`
1348 - moderate\_comments
1350 - Moderate patron comments
1352 - Access to the :ref:`Comments tool <comments-label>`
1356 - Moderate patron tags
1358 - Access to the :ref:`Tags tool <tag-moderation-label>`
1362 - Perform batch deletion of records (bibliographic or authority)
1364 - Access to the :ref:`Batch record deletion tool <batch-record-deletion-label>`
1368 - Perform batch modification of records (bibliographic or authorities)
1370 - Access to the :ref:`Batch record modification tool <batch-record-modification-label>`
1372 - rotating\_collections
1374 - Manage rotating collections
1376 - Access to the :ref:`Rotating collections tool <rotating-collections-label>`
1380 - Schedule tasks to run
1382 - Access to the :ref:`Task scheduler tool <task-scheduler-label>`
1384 - stage\_marc\_import
1386 - Stage MARC records into the reservoir
1388 - Access to the :ref:`Stage MARC records tool <stage-marc-records-for-import-label>`
1390 - upload\_general\_files
1394 - Access to upload files via the :ref:`Upload tool <upload-label>`
1396 - upload\_local\_cover\_images
1398 - Upload local cover images
1400 - Access to the :ref:`Upload local cover image
1401 tool <upload-local-cover-image-label>` as well as permission to add and
1402 delete local cover images from the record detail page
1406 - Manage uploaded files
1408 - Access to uploaded files via the :ref:`Upload tool <upload-label>`
1412 upload\_general\_files permission is required for this
1415 - view\_system\_logs
1417 - Browse the system logs
1419 - Access to the :ref:`Log viewer tool <log-viewer-label>`
1421 .. _granular-reports-permissions-label:
1423 Granular reports permissions
1424 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1426 If the staff member has 'reports' permissions they have the ability to
1427 perform all of these actions. If you would like to control reports
1428 permissions on a more granular level choose from these options:
1432 - Create SQL reports
1434 - The ability to create and edit but not run SQL reports
1438 - Delete SQL reports
1442 - Execute SQL reports
1444 - The ability to run but not create or edit SQL reports
1446 .. _granular-course-reserves-permissions-label:
1448 Granular course reserves permissions
1449 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1451 If the staff member has 'course reserves' permissions they have the ability to
1452 perform all of these actions. If you would like to control course reserves
1453 permissions on a more granular level choose from these options:
1457 - Add course reserves
1461 - Remove course reserves
1465 - Add, edit and delete courses
1468 .. _granular-plugins-permissions-label:
1470 Granular plugins permissions
1471 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1473 If the staff member has 'plugins' permissions they have the ability to
1474 perform all of these actions. If you would like to control plugins
1475 permissions on a more granular level choose from these options:
1481 - The ability to run the 'configure' section of a plugin if it has
1488 - The ability to install or uninstall plugins
1492 - Use report plugins
1494 - The ability to use report plugins
1500 - The ability to use tool plugins
1503 .. _granular-lists-permissions-label:
1505 Granular lists permissions
1506 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1508 All staff members have permission to access lists. This section only
1509 needs to be checked off if you want to give permission to a staff member
1510 to delete public lists that they have no created themselves.
1512 - delete\_public\_lists
1514 - Delete public lists
1516 - The ability to delete public lists created by someone else
1518 .. _granular-clubs-permissions-label:
1520 Granular patron clubs permissions
1521 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1523 If the staff member has 'clubs' permissions they have the ability to
1524 perform all of these actions. If you would like to control patron clubs
1525 permissions on a more granular level choose from these options:
1529 - Create and edit clubs
1531 - Create and edit patron clubs using the :ref:`Patron clubs tool <Patron-clubs-label>`
1535 - Create and edit club templates
1537 - Create and edit club templates using the :ref:`Patron clubs tool <Patron-clubs-label>`
1541 - Enroll patrons in clubs
1543 - Enroll patrons from the patron file
1545 .. _granular-self-check-permissions-label:
1547 Granular self check permissions
1548 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1550 If the user has 'self check' permissions they have the ability to
1551 perform all of these actions. If you would like to control self check
1552 permissions on a more granular level choose from these options:
1554 - self\_checkin\_module
1556 - Log into the self check-in module.
1560 This permission prevents the patron from using any other OPAC
1563 - self\_checkout\_module
1565 - Perform self checkout at the OPAC.
1569 This permission should be used for the patron matching the
1570 :ref:`AutoSelfCheckID <autoselfcheckallowed-autoselfcheckid-&-autoselfcheckpass-label>`
1573 .. _patron-information-label:
1576 -------------------------------------------
1578 When viewing a patron record you have the option to view information
1579 from one of many tabs found on the left hand side of the record.
1581 - *Get there:* Patrons > Browse or search for patron > Click patron
1584 .. _check-out-label:
1587 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1589 For instruction on checking items out, view the :ref:`Checking
1590 out <check-out-(issuing)-label>` section of this manual.
1592 Staff members can access their own check out screen by clicking their
1593 username in the top right of the staff client and choosing 'My
1601 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1605 Staff members can access their own account details by clicking their
1606 username in the top right of the staff client and choosing 'My account'
1610 All patron information will appear in the Details tab. This includes all
1611 the contact information, notes, custom patron attributes, messaging
1612 preferences, etc. entered when adding the patron.
1616 In the case of patrons who are marked as 'Child' or 'Professional' and
1617 their guarantors additional information will appear on their record.
1619 - A child patron will list their guarantor
1623 - On the guarantor's record, all children and/or professionals will be
1628 .. _circulation-summary-label:
1631 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1633 Below the patron's information on the details screen is a tabbed display
1634 of the items they have checked out, overdue, and on hold.
1637 ''''''''''''''''''''''''''''''''''''''''''
1639 The first tab shows the items the patron currently has checked out.
1643 Relatives' checkouts
1644 ''''''''''''''''''''''''''''''''''''''''''
1646 If they have family at the library, staff can see what the other family
1647 members have checked out.
1652 '''''''''''''''''''''''''''''''''''''''''
1654 The Fines & charges tab will show for all patrons, even those who
1657 If the patron does owe money to the library, the tab will show the
1658 total amount, without any details. To see the details, go to the
1659 :ref:`fines tabs <fines-label>`.
1664 '''''''''''''''''''''''''''''''''''''''''
1666 If the patron has holds, the number of holds will appear on this tab's
1667 title and the details will appear in the tab.
1673 The barcode and call number will only appear on item-level holds or
1674 holds that have been confirmed. Record-level holds that are not
1675 waiting to be picked up will not have barocdes or call numbers.
1677 From here you can manage the patron's holds: change the pickup library,
1678 cancel or suspend holds.
1682 You will only be able to suspend holds if the :ref:`SuspendHoldsIntranet`
1683 system preference is set to "Allow".
1687 If, when suspending a hold, you want to be able to set a date at which to
1688 automatically resume the hold, set the :ref:`AutoResumeSuspendedHolds`
1689 system preference to "Allow" and make sure the :ref:`unsuspend_holds cron
1690 job <unsuspend-holds-label>` is activated.
1693 '''''''''''''''''''''''''''''''''''''''''''''
1695 If the :ref:`ArticleRequests` system preference is enabled, and the circulation
1696 rules allow it, the patrons will be able to request articles, either through the
1697 OPAC or in the staff interface.
1699 The details of the patron's request, and its status, are visible in this
1705 ''''''''''''''''''''''''''''''''''''''''''''
1707 The Restrictions tab will show for all patrons. If the patron has no
1708 restrictions you will see that on the tab.
1712 If the patron has restrictions on their account the tab will show the
1713 number and the description.
1715 There are four kinds of restrictions:
1721 Using the 'Add manual restriction' button you can add a restriction to
1722 the patron record from here. This can be used for any type of restriction
1723 you need to put manually on a patron record.
1729 The overdues restrictions are automatically set when overdue notices are sent
1730 if you specified you wanted the patron restricted in the
1731 :ref:`Overdue notice/status triggers tool <overdue-notice/status-triggers-label>`.
1733 This restriction will not be removed automatically when the overdue items are
1734 returned unless the :ref:`AutoRemoveOverduesRestrictions` system preference
1737 In the :ref:`circulation rules <circulation-and-fine-rules-label>`, you can choose
1738 to fine users by suspending them instead of (or in addition to) fining them money.
1739 In that case, returning an overdue document will trigger a suspension restriction.
1741 Patrons may also be restricted if you have issued a :ref:`discharge <patron-
1742 discharges-label>` for them. Once the discharge is validated, the patron is
1743 automatically restricted.
1745 Restrictions on a patron record will block checkouts. In fact,
1746 a message will appear in red when going to the checkout page.
1750 Restrictions may also prevent renewing items if the :ref:`RestrictionBlockRenewing`
1751 system preference is set to 'block'.
1753 On the OPAC, patrons will get a message saying their account is frozen. They will
1754 not be able to place holds from the OPAC.
1756 If you have patrons that have more than one restriction, you can choose to
1757 cumulate their restriction periods or not through the :ref:`CumulativeRestrictionPeriods`
1762 If you want to restrict patrons from doing various actions if their record
1763 is not pristine, check the following system preferences:
1765 - Set the :ref:`OverduesBlockCirc` system preference to 'Block' to prevent
1766 patrons who have overdue materials from checking out other materials.
1767 - Set the :ref:`OverduesBlockRenewing` system preference to 'block renewing
1768 for all the patron's items' or 'block renewing only for this item' to prevent
1769 patrons who have overdue materials from renewing their loans.
1770 - Enter values in the :ref:`noissuescharge` and :ref:`NoIssuesChargeGuarantees`
1771 system preferences in order to block checking out to patrons who have more
1772 than a certain amount in fines or to patrons whose guarantees owe more than
1774 - Enter a value in the :ref:`maxoutstanding` system preference to prevent
1775 patron from placing holds on the OPAC if they owe more than a certain amount.
1776 - Enter a value in the :ref:`OPACFineNoRenewals` system preference to prevent
1777 patron who owe more than a certain amount to renew their loans from the OPAC.
1778 - Set the :ref:`BlockExpiredPatronOpacActions` system preference to 'Block' if
1779 you want to prevent patron whose membership has expired to place hold or
1780 renew their loans from the OPAC.
1784 '''''''''''''''''''''''''''''''''''''''''''
1786 If you use :ref:`patron clubs <Patron-clubs-label>`, patrons will have a tab
1787 in their record indicating which club they are enrolled in, if any.
1795 ~~~~~~~~~~~~~~~~~~~~~~~~
1797 The patron's complete accounting history will appear on the Fines tab.
1798 Contrary to its name, the Fines tab does not just show fine data, it
1799 also shows membership fees, rental fees, reserve fees and any other
1800 charge you may have for patrons.
1804 The table will show you the following columns:
1806 - Date: the date the charge/payment was posted
1808 - In the case of fines this will be the last day that the fine was
1811 - Description: a description of the charges including the due date for
1812 overdue items and a link to the item record where one is available
1814 - Note: any notes about this charge/payment
1816 - If you're allowing patrons to pay fines via the OPAC with PayPal
1817 (:ref:`EnablePayPalOpacPayments <enablepaypalopacpayments-&-paypalsandboxmode-label>`) you
1818 will see a Note that says 'PayPal' for items paid this way
1822 - Amount: the total amount of the payment or charge
1824 - Outstanding: the amount still due on charge
1826 - The ability to reverse a payment
1828 - The ability to void a payment
1830 - A link to print a receipt for that line item
1832 At the top of the table you can click the 'Filter paid transaction' to
1833 hide all completed transaction and above that you can use the search box
1834 to find a specific charge or payment.
1836 .. _charging-fines/fees-label:
1839 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1841 Most fees and fines will be charged automatically if the :ref:`fines cron
1842 job <fines-label>` is running:
1844 - Fines will be charged based on your :ref:`Circulation & fines
1845 rules <circulation-and-fine-rules-label>`
1847 - Hold fees will be charged based on the rules you set in the :ref:`Patron
1848 types & categories <patron-categories-label>` administration area
1850 - Rental fees will be charged based on the settings in your :ref:`Item
1851 iypes <item-types-label>` administration area
1853 - Marking an item 'Lost' via the cataloging module will automatically
1854 charge the patron the replacement cost for that item
1856 .. _pay/reverse-fines-label:
1859 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1861 Each line item can be paid in full (or written off) using the 'Pay
1866 - Each line item can be paid in full, partially paid, or written off.
1868 - Pay a fine in full
1870 - If you have a note about the payment please type that first then
1873 - Click "Pay" next to the fine you want to pay in full
1875 - The full amount of the fine will be populated for you in the
1876 "Collect from patron" box
1878 - If one or more values are defined under the PAYMENT\_TYPE authorized value
1879 category a dropdown selection box will be displayed to specify a custom
1886 - The fine will be removed from outstanding fines, and displayed as
1889 - Pay a partial fine
1891 - Click "Pay" next to the fine you want to partially pay
1893 - Enter the amount you are collecting from the patron in the
1894 "Collect from patron" box
1900 - The fine will be updated to show the original amount, and the
1901 current amount outstanding
1903 - Pay an amount towards all fines
1905 - Click the "Pay amount" button
1907 - Enter the amount you are collecting from the patron in "Collect
1908 from patron." The sum of all fines is shown in "Total amount
1915 - The fine totals will be updated with the payment applied to oldest
1918 - Pay selected fines
1920 - Check the selection boxes next to the fines you wish to pay, click
1925 - Enter an amount to pay towards the fines.
1931 - The fine totals will be updated with the payment applied to the
1932 oldest selected fines first.
1934 - Writeoff a single fine
1936 - Click "Writeoff" next to the fine you wish to writeoff.
1938 - A confirmation box will appear to specify a total amount to writeoff.
1939 This box allows a partial writeoff of fines.
1941 - The fine will be removed from outstanding fines, and displayed as
1944 - Writeoff selected fines
1946 - Check the selection boxes next to the fines you wish to pay, click "Writeoff selected".
1950 - The fine will be removed from outstanding fines, and displayed as written off.
1952 - Writeoff all fines
1954 - Click the "Writeoff all" button
1956 - All fines will be removed from outstanding fines, and displayed as
1959 - If you accidentally mark and item as paid, you can reverse that line
1960 item by clicking 'Reverse' to the right of the line
1964 - Once clicked a new line item will be added to the account, showing
1965 the payment as reversed
1971 - You can enable email receipts for payment and writeoff transactions
1972 with the :ref:`UseEmailReceipts` system preference.
1974 .. _creating-manual-invoices-label:
1976 Creating manual invoices
1977 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1979 For fees that are not automatically charged, librarians can create a
1984 - First choose the type of invoice you would like to create
1986 - To add additional values to the manual invoice type pull down
1987 menu, add them to the `MANUAL\_INV <#manualinvvals>`__ authorized
1992 The value set as the authorized value for the MANUAL\_INV
1993 authorized value category will appear as the description and
1994 the authorized value description will be used as the amount.
1996 - If the fee is associated with an item you can enter its barcode so
1997 that the line item shows a link to that item
1999 - The description field is where you will enter the description of the
2002 - In the amount field, do not enter currency symbols, only numbers and
2005 .. _creating-manual-credits-label:
2007 Creating manual credits
2008 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
2010 Manual credits can be used to pay off parts of fines, or to forgive a
2015 - First choose the type of credit you'd like to apply
2017 - If this credit is associated with an item you can enter that item's
2018 barcode so that the line item links to the right item
2020 - The description field is where you will enter the description of the
2023 - In the amount field, do not enter currency symbols, only numbers and
2026 .. _printing-invoices-label:
2029 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
2031 To the right of each account line there is a print link. Clicking that
2032 link will print an invoice for the line item that includes the date and
2033 description of the line item along with the total outstanding on the
2038 .. _routing-lists-label:
2041 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
2043 A list of all of the serial routing lists the patron belongs to will be
2044 accessible via the 'Routing lists' tab on the patron record.
2048 On this tab you will be able to see and edit all of the routing lists
2049 that this patron is on.
2053 .. _circulation-history-label:
2056 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
2058 The circulation history tab will appear if you have set the
2059 :ref:`intranetreadinghistory` preference to allow
2060 it to appear. If you have the :ref:`OPACPrivacy` system
2061 preference set to 'Allow' and the patron has decided that the library
2062 cannot keep this information this tab will only show currently checked
2067 If you would like to export a list of barcodes for the items checked in
2068 today you can find that option under the More menu on the top right of
2073 This will generate a text file with one barcode per line.
2075 .. _modification-log-label:
2078 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
2080 If you have set your :ref:`BorrowersLog` to track changes
2081 to patron records, then this tab will appear. The Modification log will
2082 show when changes were made to the patron record. If you also have
2083 turned on the :ref:`IssueLog` and :ref:`ReturnLog`
2084 you will see checkins and outs on this screen as well.
2088 - The Librarian field shows the patron number for the librarian who
2091 - The module lists 'MEMBERS' for the patron module
2093 - The action will tell you what action was being logged
2095 - The Object field lists the borrowernumber that is being modified (in
2096 the example above, it was my changing my own record)
2101 ~~~~~~~~~~~~~~~~~~~~~~~~~
2103 The `patron's messaging preferences <#setpatronmessaging>`__ are set
2104 when :ref:`adding <add-a-new-patron-label>` or :ref:`editing <editing-patrons-label>` the
2105 patron. This tab will show the messages that have been sent and those
2106 that are queued to be sent:
2110 Clicking on the message title will expand the view to show you the full
2111 text of the message that was sent.
2115 If the message has a status of sent or failed you will have the option
2116 to 'resend' the message to the patron by clicking the 'resend' button
2117 found under the status.
2121 .. _statistics-label:
2124 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
2126 Depending on what you set for the values of your
2127 :ref:`StatisticsFields` system preference, you can see
2128 statistics for one patron's circulation actions.
2135 ~~~~~~~~~~~~~~~~~~~~~~~~
2137 If you set the :ref:`EnableBorrowerFiles` preference
2138 to 'Do' the Files tab will be visible on the patron information page.
2142 From here you can upload files to attach to the patron record.
2146 All files that are uploaded will appear above a form where additional
2147 files can be uploaded from.
2151 .. _purchase-suggestions-label:
2153 Purchase suggestions
2154 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
2156 If the patron has made any purchase suggestions you will see a purchase
2157 suggestions tab on the patron record.
2161 From here you can see all suggestions made by the patron and their
2162 status, you can also create a purchase suggestion on the patron's behalf
2163 by clicking the 'New purchase suggestion' button at the top.
2165 Learn more about :ref:`purchase suggestions <purchase-suggestions-label>` in the
2166 `Acquisitions <#acqmodule>`__ chapter of this manual.
2168 .. _patron-discharges-label:
2171 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
2173 A discharge is a certificate that says the patron has no current
2174 checkouts, no holds and owe no money. To enable this opti`on on the
2175 patron record you need to set the :ref:`useDischarge`
2176 system preference to 'Allow'.
2180 In France a "quitus" ("discharge") is needed if you want to register
2181 for an account in a library or a university.
2185 Academic libraries often require that you have a clear record at the
2186 library before you can graduate.
2188 Patrons can :ref:`request discharges via the OPAC <ask-for-a-discharge-label>`. Any
2189 pending discharges will be listed below the menu buttons on the main
2194 Clicking the pending requests will open a screen where you can allow
2199 To generate a discharge for a specific patron click the 'Discharge' tab
2200 on the left of the patron record
2204 If the patron can have a discharge generated then it will have a button
2205 that says 'Generate discharge'
2209 If not then you'll see an error explaining why you can't discharge the
2214 Once the letter is generated you will have a PDF to download
2220 You can style the PDF using the :ref:`NoticeCSS`
2223 The patron will have a restriction added to their account
2227 And a history of discharges will be added to the 'Discharge'
2232 .. _housebound-patrons-label:
2235 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
2237 There are three roles a patron can have in regard to housebound
2238 circulation: borrower, chooser or deliverer.
2242 In order to use the housebound module, the :ref:`HouseboundModule`
2243 and :ref:`ExtendedPatronAttributes` system preferences must be
2246 .. _housebound-chooser-label:
2249 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
2251 If you have enabled the housebound module, with the
2252 :ref:`HouseboundModule` system preference, you will see that
2253 patrons now have a new section in their record called 'Housebound
2258 Click the 'Add' button to mark this
2259 patron as a 'Chooser'.
2263 The chooser is in charge of choosing the materials for the
2266 .. _housebound-deliverer-label:
2269 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
2271 In the 'Housebound roles', click the 'Add' button to mark
2272 this patron as a 'Deliverer'.
2276 The deliverer is in charge of delivering the chosen materials
2277 to the housebound patron on a specific day at a specific time.
2279 .. _housebound-borrower-label:
2281 Housebound borrowers
2282 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
2284 To create a housebound profile for an housebound patron, click on
2285 the 'Housebound' tab in their record.
2289 From there, you can edit their housebound profile information.
2293 - Delivery day: choose which day (or 'Any') the patron prefers to
2294 receive their delivery.
2296 - Frequency: choose the frequency at which they want to receive
2301 The frequencies are managed through the HSBND\_FREQ list of
2302 :ref:`authorized values <existing-values-label>`.
2304 - Preferred materials: enter notes that will help the chooser
2305 choose appropriate documents for the housebound patron.
2307 For example: books, dvds, magazines, etc.
2309 - Subjects: if the housebound patron has a preference for
2310 particular subjects, enter it here. This will help the
2311 chooser choose interesting documents for the patron.
2313 For example: romance, cookbooks, thrillers, etc.
2315 - Authors: if the housebound patron has favorite authors,
2318 For example: Danielle Steel, James Patterson, etc.
2320 - Referral: if the housebound patron has a referral, enter
2323 - Notes: enter any other notes that may help the chooser or
2326 Click the 'Save changes' button to save the housebound profile.
2328 .. _housebound-deliveries-label:
2330 Coordinating deliveries
2331 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
2333 To plan visits, go to the housebound patron's record.
2335 In their housebound tab, you will be able to create deliveries.
2339 Click on 'Add a new delivery'.
2343 Fill out the information :
2345 - Date: Enter the date of the delivery.
2347 - Time: Select a time of day for the delivery. The choices are
2348 morning, afternoon, or evening.
2350 - Chooser: Select a chooser who will be in charge of selecting
2351 the materials for this housebound patron.
2353 - Deliverer: Select a deliverer who will be in charge of picking
2354 up the materials and bringing them over to the housebound
2359 Choosers and Deliverers can be notified of planned deliveries via reports. Example reports be found in the SQL Reports Library at https://wiki.koha-community.org/wiki/SQL_Reports_Patrons#Patron_Characteristics.
2361 .. _patron-search-label:
2364 ---------------------------------
2366 Clicking on the link to the Patron module will bring you to a
2367 search/browse screen for patrons. From here you can search for a patron
2368 by any part of their name or their card number.
2372 Clicking the small plus sign [+] to the right of the search box will
2373 open up an advanced patron search with more filters including the
2374 ability to limit to a specific category and/or library.
2378 You can also filter your patron results using the search options on the
2379 left hand side of the page.
2383 Depending on what you have chosen for the 'Search fields' you can search
2384 for patrons in various different ways.
2390 - Enter any part of their name, username, email address or barcode
2394 - Enter any part of their email address and choose 'Contains'
2395 instead of 'Starts with'
2399 - Enter the Koha borrower number
2403 - Enter the phone number exactly as it is in the system or by using
2404 spaces between each batch of numbers.
2406 - Example: To find (212) 555-1212 you can search for it exactly as
2407 it was entered or by searching for 212 555 1212
2411 - Enter any part of the patron's address (includes all address
2412 fields) and choose 'Contains' instead of 'Starts with' to find the
2413 string anywhere in the address
2417 - Birth dates should be entered using the format set forth in the
2418 :ref:`dateformat` preference.
2422 - This is a custom field that libraries can use for any type of data
2427 - This is a custom field that libraries can use for any type of data
2430 You can also choose to either search for fields that start with the
2431 string you entered or contain the string. Choosing 'Contains' will work
2432 like a wildcard search.
2436 You can also browse through the patron records by clicking on the linked
2437 letters across the top.