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 before checking out an item,
129 letting them know if they have already borrowed this item. This overrides
130 the setting of the :ref:`patron category <adding-a-patron-category>` and of
131 the :ref:`CheckPrevCheckout` system preference.
133 - Next, the library set-up section includes additional library settings
137 - The registration date will automatically be filled in with today's
140 - If your patron cards expire (based on your :ref:`patron category
141 settings <patron-categories-label>`) the expiry date will automatically be
144 - The OPAC note is a note for the patron - it will appear in the
145 OPAC on the patron's record
147 - The Circulation note is meant solely for your library staff and
148 will appear when the circulation staff goes to check an item out
153 - The Staff/OPAC asks for the username and password to be used by
154 the patron (and/or staff member) to log into their account in the
155 OPAC and for staff to log in to the staff client.
157 - Staff will only be able to use this log in info to log in to
158 the staff client if they have the :ref:`necessary
159 permissions <patron-permissions-label>`.
161 - If you have set :ref:`additional patron
162 attributes <patron-attribute-types-label>` up, these will appear next
166 - Finally, if you have
167 :ref:`EnhancedMessagingPreferences` set
168 to 'allow,' you can choose the messaging preferences for this patron.
174 - Advanced notice: A notice in advance of the patron's items
175 being due (the patron can choose the number of days in advance)
177 - Item checkout: A notice that lists all the of the items the
178 patron has just checked out and/or renewed, this is an
179 electronic form of the checkout receipt
181 - Hold filled: A notice when you have confirmed the hold is
182 waiting for the patron
184 - Item due: A notice on the day and item is due back at the
187 - Item check-in: A notice that lists all the of the items the
188 patron has just checked in
190 - Patrons can choose to receive their notices as a digest by
191 checking the 'Digest only?' box along with the delivery method. A
192 digest is a combination of all the messages of that type (so all
193 items due in 3 days in one email) in to one email instead of
194 multiple emails for each alert.
198 These preferences will override any you set via the :ref:`patron
199 categories <adding-a-patron-category-label>`
203 These preference can be altered by the patron via the OPAC
205 - Once finished, click 'Save'
207 If the system suspects this patron is a duplicate of another it will
214 A duplicate patron is detected if first and last names match and
215 there is no date of birth populated or if first name, last name and
216 date of birth fields are all populated. If two patrons have matching
217 names, but one has a date of birth and the other does not they will
218 not match as duplicates.
220 If you have set a minimum or upper age limit on the patron category and
221 are requiring that the birth date be filled in, Koha will warn you if
222 the patron you're adding is too old or young for the patron category you
227 .. _quick-add-patron-label:
230 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
232 If your circulation desk is very busy and you want to register patron quickly,
233 you can use the 'quick add' feature. It's a shortened version of the add
234 patron form with only a couple of necessary fields to fill out.
236 This feature uses two system preferences: :ref:`BorrowerMandatoryField`
237 and :ref:`PatronQuickAddFields`. These are the two system preferences that
238 control which fields are in the quick add form.
240 To quick add a patron, go to the Patrons module
242 - *Get there:* Patrons
244 Click on the 'Quick add new patron' button.
246 You will be asked to choose a patron category.
248 Then, you will be presented with a shortened form.
252 Once the form is filled out, click on 'Save'.
254 If you need to access the full form, you can click on 'Show full form'
255 above the 'Save' button.
258 .. _add-a-staff-patron-label:
261 ----------------------------------------
263 All staff members must be entered into Koha as patrons of the 'Staff'
264 type. Follow the steps in :ref:`Add a Patron <add-a-new-patron-label>` to add a
265 staff member. To give the staff member permissions to access the staff
266 client, follow the steps in :ref:`patron permissions <patron-permissions-label>`
270 Remember to assign your staff secure usernames and passwords since
271 these will be used to log into the staff client.
273 .. _add-a-statistical-patron-label:
275 Add a statistical patron
276 ----------------------------------------------
278 One way to track use of in house items is to "check out" the materials
279 to a statistical patron. The "check out" process doesn’t check the book
280 out, but instead tracks an in house use of the item. To use this method
281 for tracking in house use you first will need a :ref:`patron
282 category <patron-categories-label>` set up for your statistical patron.
286 Next, you will need to create a new patron of the statistical type.
290 Next, follow the steps put forth in the ':ref:`Add a new
291 patron <add-a-new-patron-label>`' section of this manual. Since this patron is
292 not a real person, simply fill in the required fields, the correct
293 library and nothing else.
295 To learn about other methods of tracking in house use visit the
296 :ref:`tracking inhouse use <tracking-in-house-use-label>` section of this manual.
298 .. _duplicate-a-patron-label:
301 -----------------------------------------
303 Sometimes when you're adding a new family to your system you don't want
304 to type the contact information over and over. Koha allows for you to
305 duplicate a patron and change only the parts you want to (or need to)
308 - Open the patron you want to use as your base (the patron you want to
309 duplicate information from)
311 - Click the 'Duplicate' button at the top of their record
315 - All of the fields with the exception of first name, card number,
316 username and password have been duplicated. Fill in the missing
317 pieces and click 'Save'
323 Clicking in a field that is already populated with data will
324 clear that field of all information (making it easier for you
325 to type in something different)
327 - You will be brought to your new patron
331 .. _add-patron-images-label:
334 ----------------------------------------
336 If you would like you can add patron images to help identify patrons. To
337 enable this feature you must first set the
338 :ref:`patronimages` preference to 'Allow'.
340 If the preference is set to 'Allow' you will see a placeholder image
341 under the patron's name and box to upload a patron image below the basic
346 In the 'Upload patron image' box click 'Browse' to find the image on
347 your computer and 'Upload' to load the image on to the patron record.
353 There is a limit of 100K on the size of the picture uploaded and it
354 is recommended that the image be 200x300 pixels, but smaller images
357 .. _editing-patrons-label:
360 ----------------------------------
362 Patrons in Koha can be edited using one of many edit buttons.
364 - To edit the entire patron record simply click the 'Edit' button at
365 the top of the patron record.
369 - Patron passwords are not recoverable. The stars show on the patron
370 detail next to the Password label are always there even if a password
371 isn't set. If a patron forgets their password the only option is to
372 reset their password. To change the patron's password, click the
373 'Change password' button.
377 - Koha cannot display existing passwords. Leave the field blank to
378 leave password unchanged.
380 - This form can automatically generate a random password if you
381 click the link labeled "Click to fill with a randomly generated
382 suggestion. Passwords will be displayed as text."
384 - To edit a specific section of the patron record (for example the
385 'Library use' section) click the 'Edit' link below the section.
389 - A patron image can be added by browsing for the image on your machine
390 from the 'Manage patron image' section.
394 - This form will not appear if you have the
395 :ref:`patronimages` system preference to not allow
398 - To add patron images in bulk, use the :ref:`Upload patron
399 images <upload-patron-images-label>` tool.
401 - Patrons can also be blocked from checking items out by setting Patron
406 - If you would like your circulation staff to confirm a patron's
407 address before checking items out to the patron, you can see the
408 'Gone no address' flag
412 - If the patron reports that they have lost their card you can set
413 the 'Lost card' flag to prevent someone else from using that card
418 - If you would like to bar a patron from the library you can add a
425 This flag can automatically be set with the :ref:`Overdue/notice
426 status triggers <overdue-notice/status-triggers-label>`
428 - If you enter in a date and/or note related to the restriction you
429 will see that in the restricted message as well
433 - Children patrons do not become adults automatically in Koha unless
434 you have :ref:`Juvenile to adult cron job <update-child-to-adult-patron-type-label>` running. To
435 upgrade a child patron to and adult patron category manually go to
436 the 'More' menu and choose 'Update child to adult patron'
440 - You will then be presented with a pop up window asking which one
441 of your adult patron categories this Child should be updated to
445 .. _managing-patron-self-edits-label:
447 Managing patron self edits
448 --------------------------------------------------
450 If you are allowing patrons to edit their accounts via the OPAC with the
451 :ref:`OPACPatronDetails` preference then you will need
452 to approve all changes via the staff client before they're applied. If
453 there are patron edits awaiting action they will appear on the staff
454 client dashboard below the modules list (along with other items awaiting
461 Superlibrarians will see modifications for any branch, other staff
462 will only see modifications for patrons who belong to their logged
465 When you click the 'Patrons requesting modifications' link you will be
466 brought to a list of patrons with requested changes.
470 From here you can 'Approve' and apply the changes to the patron record,
471 'Delete' and remove the changes or 'Ignore' and keep the changes pending
474 If you would like to see the entire patron record you can click the
475 'Patron details' links to the right of the buttons. This will open in a
478 Merging patron records
479 -----------------------------------
481 If you accidentally end up with one patron with two cards it is possible
482 to merge their records together so that you don't lose their loan history
485 - In the patron list, check the boxes next to the records you want to
486 merge and click on the 'Merge selected patrons' button.
492 It is possible to merge more than two records at a time.
494 - Select the patron record you want to keep and click on the 'Merge
499 The checkouts and statistics will be transferred to the right record and
500 the other one will be deleted.
504 .. _patron-permissions-label:
507 -------------------------------------------
509 Patron permissions are used to allow staff members access to the staff
514 In order for a staff member to log into the staff interface they
515 must have (at the very least) 'catalogue' permissions which allow
516 them to view the staff interface.
518 .. _setting-patron-permissions-label:
520 Setting patron permissions
521 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
523 - On the patron record click 'More' and choose 'Set permissions' to alter
528 - You will be presented with a list of preferences, some of which can
529 be expanded by clicking the plus sign to the left of the section
534 .. _patron-permissions-defined-label:
536 Patron permissions defined
537 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
541 - Access to all librarian functions
545 With this selected there is no need to choose any other
550 - Check out and check in items
552 - This section can be expanded (:ref:`Learn more <granular-circulate-permissions-label>`)
556 - **Required for staff login.** Staff access, allows viewing the
557 catalogue in staff client
561 Must be given to all staff members to allow them to login
566 - Manage Koha system settings (Administration panel)
568 - This section can be expanded (:ref:`Learn
569 more <granular-parameters-permissions-label>`)
573 - Add or modify patrons
575 - This section can be expanded (:ref:`Learn more <granular-borrowers-permissions-label>`)
579 - Set user permissions
583 - Place and modify holds for patrons
585 - This section can be expanded (:ref:`Learn
586 more <granular-holds-permissions-label>`)
590 - Edit Catalog (Modify bibliographic/holdings data)
592 - This section can be expanded (:ref:`Learn more <granular-cataloging-permissions-label>`)
596 - Manage patrons fines and fees
598 - This section can be expanded (:ref:`Learn
599 more <granular-fines-and-charges-permissions-label>`)
603 - Acquisition and/or suggestion management
605 - This section can be expanded (:ref:`Learn more <granular-acquisitions-permissions-label>`)
611 - This section can be expanded (:ref:`Learn more <granular-tools-permissions-label>`)
619 - Manage serial subscriptions
621 - This section can be expanded (:ref:`Learn more <granular-serials-permissions-label>`)
625 - Allow access to the reports module
627 - Reports found on the Circulation page are not controlled by this
630 - This section can be expanded (:ref:`Learn more <granular-reports-permissions-label>`)
634 - Allow staff members to modify permissions for other staff members
638 Requires the borrowers permission above
644 - Allow access to the :ref:`course reserves module <course-reserves-label>`
646 - This section can be expanded (:ref:`Learn more <granular-course-reserves-permissions-label>`)
652 - This section can be expanded (:ref:`Learn more <granular-plugins-permissions-label>`)
660 All staff have permission to create and modify their own
661 lists, this permission is only necessary if you'd like to give
662 a staff member permission to delete public lists that they
665 - This section can be expanded (:ref:`Learn more <granular-lists-permissions-label>`)
671 - Allows access to the :ref:`Patron clubs feature <Patron-clubs-label>`
673 - This section can be expanded (:ref:`Learn more <granular-clubs-permissions-label>`)
677 - Create and modify interlibrary loan requests
683 - Used for self checkin/self checkout kiosks
685 - This section can be expanded (:ref:`Learn more <granular-self-check-permissions-label>`)
687 .. _granular-circulate-permissions-label:
689 Granular circulate permissions
690 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
692 If the staff member has 'circulate' permissions they have the ability to
693 perform all of these actions. If you would like to control circulation
694 permissions on a more granular level choose from these options:
696 - circulate\_remaining\_permissions
698 - Remaining circulation permissions
700 - All circulation rights except those covered by permissions listed
705 - Force checkout if a limitation exists
707 - With this permission a librarian will be allowed to override a
708 check out restriction in the following cases:
712 - the item is issued to another patron
714 - the item is not for loan
716 - the patron has overdue items
720 - the item is a high demand item
722 - the item is on hold
724 - manage\_checkout\_notes
726 - Mark checkout notes as seen\/not seen
728 - The permission to manage the checkout notes written by users
731 - manage\_restrictions
733 - Manage restrictions for accounts
735 - Grants permission to the staff member to lift a restriction that
736 might be on the patron's record
740 - Execute overdue items report
742 - The permission to run the overdues reports found under Circulation
746 - Override blocked renewals
748 - Requires that the staff member also has
749 circulate\_remaining\_permissions
751 .. _granular-parameters-permissions-label:
753 Granular parameters permissions
754 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
756 If the staff member has 'parameters' permissions they have the ability
757 to perform all of these actions. If you would like to control parameter
758 permissions on a more granular level choose from these options:
760 - manage\_circ\_rules
762 - Manage circulation rules
764 - The ability to access the :ref:`Circulation and fines
765 rules <circulation-and-fine-rules-label>` in the administration area
767 - parameters\_remaining\_permissions
769 - Remaining system parameters permissions
771 - The ability to access all areas in Administration (other than the
772 Circulation and fines rules)
774 .. _granular-borrowers-permissions-label:
776 Granular borrowers permissions
777 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
779 If the staff member has 'borrowers' permissions they have the ability
780 to perform all of these actions. If you would like to control borrowers
781 permissions on a more granular level choose from these options:
785 - Add, modify and view patron information
787 - The ability to access the Patrons module to view patron files,
788 as well as adding new patrons and editing patron files
790 - view\_borrower\_infos\_from\_any\_libraries
792 - View patron infos from any libraries. If not set the logged in user
793 could only access patron infos from its own library or group of libraries.
796 .. _granular-holds-permissions-label:
798 Granular holds permissions
799 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
801 If the staff member has 'reserveforothers' permissions they have the
802 ability to perform all of these actions. If you would like to control
803 holds permissions on a more granular level choose from these options:
805 - modify\_holds\_priority
807 - Modify holds priority
809 - Allow staff members to alter the holds priority (moving patrons up
814 - Place holds for patrons
816 .. _granular-cataloging-permissions-label:
818 Granular cataloging permissions
819 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
821 If the staff member has 'editcatalogue' permissions they have the
822 ability to perform all of these actions. If you would like to control
823 cataloging permissions on a more granular level choose from these
828 - Delete all items at once
830 - Ability to use the 'Delete all items' option found under the
831 'Edit' menu in cataloging
835 - Edit catalog (Modify bibliographic/holdings data)
837 - Ability to access all cataloging functions via the
838 `Cataloging <#cataloging>`__ page
844 - Ability to make :ref:`edits to item/holdings
845 records <editing-items-label>`, but not bibliographic records
847 - edit\_items\_restricted
849 - Limit item modification to subfields defined in the
850 :ref:`SubfieldsToAllowForRestrictedEditing`
855 Please note that edit\_items permission is still required
861 - The ability to catalog using only the :ref:`Fast add
862 framework <fast-add-cataloging-label>` found on the
863 `Circulation <#circulation>`__ page
865 .. _granular-fines-and-charges-permissions-label:
867 Granular fines and charges permissions
868 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
870 If a staff member has 'updatecharges' permission they have the ability
871 to perform all of these actions. If you would like to control fines and
872 charges permissions on a more granular level choose from these options:
874 - remaining\_permissions
876 - Remaining permissions for managing fines and fees other than the
877 ability to write off charges
881 - Write off fines and fees
883 .. _granular-acquisitions-permissions-label:
885 Granular acquisitions permissions
886 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
888 If the staff member has 'acquisition' permissions they have the ability
889 to perform all of these actions. If you would like to control
890 acquisitions permissions on a more granular level choose from these
895 - Add and delete budgets (but can't modify budgets)
901 - budget\_manage\_all
907 - Modify budget (can't create lines, but can modify existing ones)
915 - Manage currencies and exchange rates
919 - Manage EDIFACT transmissions
923 - Manage orders and basket groups
927 - Manage orders and baskets
931 - Manage all orders and baskets, regardless of restrictions on them
935 - Manage orders and baskets
943 - Manage budget planning
945 - suggestions\_manage
947 - Manage purchase suggestions
953 .. _granular-serials-permissions-label:
955 Granular serials permissions
956 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
958 If the staff member has 'serials' permissions they have the ability to
959 perform all of these actions. If you would like to control serials
960 permissions on a more granular level choose from these options:
964 - Check the :ref:`expiration of a serial <check-serial-expiration-label>`
968 - Claim missing serials via the :ref:`Claims section <claim-late-serials-label>`
970 - create\_subscription
972 - Create :ref:`a new subscription <add-a-subscription-label>`
974 - delete\_subscription
976 - Delete an existing subscription
980 - Edit an existing subscription
982 - This permission does not include the ability to delete or create a
989 - Receive serials on existing subscriptions
991 - renew\_subscription
993 - Renew a subscription
999 - Manage :ref:`routing lists <create-a-routing-list-label>`
1003 - Manage subscriptions from any branch (only applies when
1004 :ref:`IndependantBranches <independentbranches-label>` is used)
1006 .. _granular-tools-permissions-label:
1008 Granular tools permissions
1009 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1011 If the staff member has 'tools' permissions they have the ability to
1012 access and use all items under the Tools menu. If you would like to
1013 control which tools staff members have access to on a more granular
1014 level choose from these options:
1018 - Access to the files stored on the server
1020 - Access to the :ref:`Upload tool <upload-label>`
1022 - batch\_upload\_patron\_images
1024 - Upload patron images in batch or one at a time
1026 - Access to the :ref:`Image upload tool <upload-patron-images-label>`
1028 - delete\_anonymize\_patrons
1030 - Delete old borrowers and anonymize circulation/reading history
1031 (deletes borrower reading history)
1033 - Access to the :ref:`Anonymize patron tool
1034 <patrons-anonymize-bulk-delete-label>`
1038 - Define days when the library is closed
1040 - Access to the :ref:`Calendar/holidays tool <calendar-label>`
1044 - Write news for the OPAC and staff interfaces
1046 - Access to the :ref:`News tool <news-label>`
1048 - edit\_notice\_status\_triggers
1050 - Set notice/status triggers for overdue items
1052 - Access to the :ref:`Overdue notice status/triggers
1053 tool <overdue-notice/status-triggers-label>`
1059 - Access to the :ref:`Notices and slips tool <notices-&-slips-label>`
1063 - Perform batch modification of patrons
1065 - Access to the :ref:`Batch patron modification tool
1066 <batch-patron-modification-label>`
1070 - Edit quotes for the quote-of-the-day feature
1072 - Access to the :ref:`Quote of the Day (QOTD) Editor
1073 <quote-of-the-day-(qotd)-editor-label>`
1077 - Export bibliographic, authorities and holdings data
1079 - Access to the :ref:`Export data tool <export-data-(marc-&-authorities)-label>`
1083 - Import patron data
1085 - Access to the :ref:`Import patrons tool <patron-import-label>`
1089 - Perform inventory (stocktaking) of your catalog
1091 - Access to the :ref:`Inventory tool <inventory-tool-label>`
1095 - Perform batch deletion of items
1097 - Access to the :ref:`Batch item deletion tool <batch-item-deletion-label>`
1101 - Perform batch modification of items
1103 - Access to the :ref:`Batch item modification tool <batch-item-modification-label>`
1105 - items\_batchmod\_restricted
1107 - Limit :ref:`batch item modification <batch-item-modification-label>` to subfields
1109 :ref:`SubfieldsToAllowForRestrictedBatchmod`
1114 Please note that items\_batchmod permission is still required
1118 - Create printable labels and barcodes from catalog and patron data
1120 - Access to the :ref:`Label creator <label-creator-label>` and
1121 :ref:`Quick label creator <quick-spine-label-creator-label>` Tools
1123 - manage\_csv\_profiles
1125 - Manage CSV export profiles
1127 - Access to the :ref:`CSV profiles tool <csv-profiles-label>`
1129 - manage\_patron\_lists
1131 - Add, edit and delete patron lists and their contents
1133 - Access to the :ref:`Patron lists tool <patron-lists-label>`
1135 - manage\_staged\_marc
1137 - Manage staged MARC records, including completing and reversing
1140 - Access to the :ref:`Manage Staged MARC Records Tool
1141 <staged-marc-record-management-label>`
1143 - marc\_modification\_templates
1145 - Manage MARC modification templates
1147 - Access to the :ref:`MARC modification templates tool
1148 <marc-modification-templates-label>`
1150 - moderate\_comments
1152 - Moderate patron comments
1154 - Access to the :ref:`Comments tool <comments-label>`
1158 - Moderate patron tags
1160 - Access to the :ref:`Tags tool <tag-moderation-label>`
1164 - Perform batch deletion of records (bibliographic or authority)
1166 - Access to the :ref:`Batch record deletion tool <batch-record-deletion-label>`
1170 - Perform batch modification of records (bibliographic or authorities)
1172 - Access to the :ref:`Batch record modification tool <batch-record-modification-label>`
1174 - rotating\_collections
1176 - Manage rotating collections
1178 - Access to the :ref:`Rotating collections tool <rotating-collections-label>`
1182 - Schedule tasks to run
1184 - Access to the :ref:`Task scheduler tool <task-scheduler-label>`
1186 - stage\_marc\_import
1188 - Stage MARC records into the reservoir
1190 - Access to the :ref:`Stage MARC records tool <stage-marc-records-for-import-label>`
1192 - upload\_general\_files
1196 - Access to upload files via the :ref:`Upload tool <upload-label>`
1198 - upload\_local\_cover\_images
1200 - Upload local cover images
1202 - Access to the :ref:`Upload local cover image
1203 tool <upload-local-cover-image-label>` as well as permission to add and
1204 delete local cover images from the record detail page
1208 - Manage uploaded files
1210 - Access to uploaded files via the :ref:`Upload tool <upload-label>`
1214 upload\_general\_files permission is required for this
1217 - view\_system\_logs
1219 - Browse the system logs
1221 - Access to the :ref:`Log viewer tool <log-viewer-label>`
1223 .. _granular-reports-permissions-label:
1225 Granular reports permissions
1226 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1228 If the staff member has 'reports' permissions they have the ability to
1229 perform all of these actions. If you would like to control reports
1230 permissions on a more granular level choose from these options:
1234 - Create SQL reports
1236 - The ability to create and edit but not run SQL reports
1240 - Delete SQL reports
1244 - Execute SQL reports
1246 - The ability to run but not create or edit SQL reports
1248 .. _granular-course-reserves-permissions-label:
1250 Granular course reserves permissions
1251 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1253 If the staff member has 'course reserves' permissions they have the ability to
1254 perform all of these actions. If you would like to control course reserves
1255 permissions on a more granular level choose from these options:
1259 - Add course reserves
1263 - Remove course reserves
1267 - Add, edit and delete courses
1270 .. _granular-plugins-permissions-label:
1272 Granular plugins permissions
1273 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1275 If the staff member has 'plugins' permissions they have the ability to
1276 perform all of these actions. If you would like to control plugins
1277 permissions on a more granular level choose from these options:
1283 - The ability to run the 'configure' section of a plugin if it has
1290 - The ability to install or uninstall plugins
1294 - Use report plugins
1296 - The ability to use report plugins
1302 - The ability to use tool plugins
1305 .. _granular-lists-permissions-label:
1307 Granular lists permissions
1308 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1310 All staff members have permission to access lists. This section only
1311 needs to be checked off if you want to give permission to a staff member
1312 to delete public lists that they have no created themselves.
1314 - delete\_public\_lists
1316 - Delete public lists
1318 - The ability to delete public lists created by someone else
1320 .. _granular-clubs-permissions-label:
1322 Granular patron clubs permissions
1323 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1325 If the staff member has 'clubs' permissions they have the ability to
1326 perform all of these actions. If you would like to control patron clubs
1327 permissions on a more granular level choose from these options:
1331 - Create and edit clubs
1333 - Create and edit patron clubs using the :ref:`Patron clubs tool <Patron-clubs-label>`
1337 - Create and edit club templates
1339 - Create and edit club templates using the :ref:`Patron clubs tool <Patron-clubs-label>`
1343 - Enroll patrons in clubs
1345 - Enroll patrons from the patron file
1347 .. _granular-self-check-permissions-label:
1349 Granular self check permissions
1350 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1352 If the user has 'self check' permissions they have the ability to
1353 perform all of these actions. If you would like to control self check
1354 permissions on a more granular level choose from these options:
1356 - self\_checkin\_module
1358 - Log into the self check-in module.
1362 This permission prevents the patron from using any other OPAC
1365 - self\_checkout\_module
1367 - Perform self checkout at the OPAC.
1371 This permission should be used for the patron matching the
1372 :ref:`AutoSelfCheckID <autoselfcheckallowed-autoselfcheckid-&-autoselfcheckpass-label>`
1375 .. _patron-information-label:
1378 -------------------------------------------
1380 When viewing a patron record you have the option to view information
1381 from one of many tabs found on the left hand side of the record.
1383 - *Get there:* Patrons > Browse or search for patron > Click patron
1386 .. _check-out-label:
1389 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1391 For instruction on checking items out, view the :ref:`Checking
1392 out <check-out-(issuing)-label>` section of this manual.
1394 Staff members can access their own check out screen by clicking their
1395 username in the top right of the staff client and choosing 'My
1403 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1407 Staff members can access their own account details by clicking their
1408 username in the top right of the staff client and choosing 'My account'
1412 All patron information will appear in the Details tab. This includes all
1413 the contact information, notes, custom patron attributes, messaging
1414 preferences, etc. entered when adding the patron.
1418 In the case of patrons who are marked as 'Child' or 'Professional' and
1419 their guarantors additional information will appear on their record.
1421 - A child patron will list their guarantor
1425 - On the guarantor's record, all children and/or professionals will be
1430 .. _circulation-summary-label:
1433 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1435 Below the patron's information on the details screen is a tabbed display
1436 of the items they have checked out, overdue, and on hold.
1439 ''''''''''''''''''''''''''''''''''''''''''
1441 The first tab shows the items the patron currently has checked out.
1445 Relatives' checkouts
1446 ''''''''''''''''''''''''''''''''''''''''''
1448 If they have family at the library, staff can see what the other family
1449 members have checked out.
1454 '''''''''''''''''''''''''''''''''''''''''
1456 The Fines & charges tab will show for all patrons, even those who
1459 If the patron does owe money to the library, the tab will show the
1460 total amount, without any details. To see the details, go to the
1461 :ref:`fines tabs <fines-label>`.
1466 '''''''''''''''''''''''''''''''''''''''''
1468 If the patron has holds, the number of holds will appear on this tab's
1469 title and the details will appear in the tab.
1475 The barcode and call number will only appear on item-level holds or
1476 holds that have been confirmed. Record-level holds that are not
1477 waiting to be picked up will not have barocdes or call numbers.
1479 From here you can manage the patron's holds: change the pickup library,
1480 cancel or suspend holds.
1484 You will only be able to suspend holds if the :ref:`SuspendHoldsIntranet`
1485 system preference is set to "Allow".
1489 If, when suspending a hold, you want to be able to set a date at which to
1490 automatically resume the hold, set the :ref:`AutoResumeSuspendedHolds`
1491 system preference to "Allow" and make sure the :ref:`unsuspend_holds cron
1492 job <unsuspend-holds-label>` is activated.
1495 '''''''''''''''''''''''''''''''''''''''''''''
1497 If the :ref:`ArticleRequests` system preference is enabled, and the circulation
1498 rules allow it, the patrons will be able to request articles, either through the
1499 OPAC or in the staff interface.
1501 The details of the patron's request, and its status, are visible in this
1507 ''''''''''''''''''''''''''''''''''''''''''''
1509 The Restrictions tab will show for all patrons. If the patron has no
1510 restrictions you will see that on the tab.
1514 If the patron has restrictions on their account the tab will show the
1515 number and the description.
1517 There are four kinds of restrictions:
1523 Using the 'Add manual restriction' button you can add a restriction to
1524 the patron record from here. This can be used for any type of restriction
1525 you need to put manually on a patron record.
1531 The overdues restrictions are automatically set when overdue notices are sent
1532 if you specified you wanted the patron restricted in the
1533 :ref:`Overdue notice/status triggers tool <overdue-notice/status-triggers-label>`.
1535 This restriction will not be removed automatically when the overdue items are
1536 returned unless the :ref:`AutoRemoveOverduesRestrictions` system preference
1539 In the :ref:`circulation rules <circulation-and-fine-rules-label>`, you can choose
1540 to fine users by suspending them instead of (or in addition to) fining them money.
1541 In that case, returning an overdue document will trigger a suspension restriction.
1543 Patrons may also be restricted if you have issued a :ref:`discharge <patron-
1544 discharges-label>` for them. Once the discharge is validated, the patron is
1545 automatically restricted.
1547 Restrictions on a patron record will block checkouts. In fact,
1548 a message will appear in red when going to the checkout page.
1552 Restrictions may also prevent renewing items if the :ref:`RestrictionBlockRenewing`
1553 system preference is set to 'block'.
1555 On the OPAC, patrons will get a message saying their account is frozen. They will
1556 not be able to place holds from the OPAC.
1558 If you have patrons that have more than one restriction, you can choose to
1559 cumulate their restriction periods or not through the :ref:`CumulativeRestrictionPeriods`
1564 If you want to restrict patrons from doing various actions if their record
1565 is not pristine, check the following system preferences:
1567 - Set the :ref:`OverduesBlockCirc` system preference to 'Block' to prevent
1568 patrons who have overdue materials from checking out other materials.
1569 - Set the :ref:`OverduesBlockRenewing` system preference to 'block renewing
1570 for all the patron's items' or 'block renewing only for this item' to prevent
1571 patrons who have overdue materials from renewing their loans.
1572 - Enter values in the :ref:`noissuescharge` and :ref:`NoIssuesChargeGuarantees`
1573 system preferences in order to block checking out to patrons who have more
1574 than a certain amount in fines or to patrons whose guarantees owe more than
1576 - Enter a value in the :ref:`maxoutstanding` system preference to prevent
1577 patron from placing holds on the OPAC if they owe more than a certain amount.
1578 - Enter a value in the :ref:`OPACFineNoRenewals` system preference to prevent
1579 patron who owe more than a certain amount to renew their loans from the OPAC.
1580 - Set the :ref:`BlockExpiredPatronOpacActions` system preference to 'Block' if
1581 you want to prevent patron whose membership has expired to place hold or
1582 renew their loans from the OPAC.
1586 '''''''''''''''''''''''''''''''''''''''''''
1588 If you use :ref:`patron clubs <Patron-clubs-label>`, patrons will have a tab
1589 in their record indicating which club they are enrolled in, if any.
1597 ~~~~~~~~~~~~~~~~~~~~~~~~
1599 The patron's complete accounting history will appear on the Fines tab.
1600 Contrary to its name, the Fines tab does not just show fine data, it
1601 also shows membership fees, rental fees, reserve fees and any other
1602 charge you may have for patrons.
1606 The table will show you the following columns:
1608 - Date: the date the charge/payment was posted
1610 - In the case of fines this will be the last day that the fine was
1613 - Description: a description of the charges including the due date for
1614 overdue items and a link to the item record where one is available
1616 - Note: any notes about this charge/payment
1618 - If you're allowing patrons to pay fines via the OPAC with PayPal
1619 (:ref:`EnablePayPalOpacPayments <enablepaypalopacpayments-&-paypalsandboxmode-label>`) you
1620 will see a Note that says 'PayPal' for items paid this way
1624 - Amount: the total amount of the payment or charge
1626 - Outstanding: the amount still due on charge
1628 - The ability to reverse a payment
1630 - The ability to void a payment
1632 - A link to print a receipt for that line item
1634 At the top of the table you can click the 'Filter paid transaction' to
1635 hide all completed transaction and above that you can use the search box
1636 to find a specific charge or payment.
1638 .. _charging-fines/fees-label:
1641 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1643 Most fees and fines will be charged automatically if the :ref:`fines cron
1644 job <fines-label>` is running:
1646 - Fines will be charged based on your :ref:`Circulation & fines
1647 rules <circulation-and-fine-rules-label>`
1649 - Hold fees will be charged based on the rules you set in the :ref:`Patron
1650 types & categories <patron-categories-label>` administration area
1652 - Rental fees will be charged based on the settings in your :ref:`Item
1653 iypes <item-types-label>` administration area
1655 - Marking an item 'Lost' via the cataloging module will automatically
1656 charge the patron the replacement cost for that item
1658 .. _pay/reverse-fines-label:
1661 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1663 Each line item can be paid in full (or written off) using the 'Pay
1668 - Each line item can be paid in full, partially paid, or written off.
1670 - Pay a fine in full
1672 - If you have a note about the payment please type that first then
1675 - Click "Pay" next to the fine you want to pay in full
1677 - The full amount of the fine will be populated for you in the
1678 "Collect from patron" box
1680 - If one or more values are defined under the PAYMENT\_TYPE authorized value
1681 category a dropdown selection box will be displayed to specify a custom
1688 - The fine will be removed from outstanding fines, and displayed as
1691 - Pay a partial fine
1693 - Click "Pay" next to the fine you want to partially pay
1695 - Enter the amount you are collecting from the patron in the
1696 "Collect from patron" box
1702 - The fine will be updated to show the original amount, and the
1703 current amount outstanding
1705 - Pay an amount towards all fines
1707 - Click the "Pay amount" button
1709 - Enter the amount you are collecting from the patron in "Collect
1710 from patron." The sum of all fines is shown in "Total amount
1717 - The fine totals will be updated with the payment applied to oldest
1720 - Pay selected fines
1722 - Check the selection boxes next to the fines you wish to pay, click
1727 - Enter an amount to pay towards the fines.
1733 - The fine totals will be updated with the payment applied to the
1734 oldest selected fines first.
1736 - Writeoff a single fine
1738 - Click "Writeoff" next to the fine you wish to writeoff.
1740 - A confirmation box will appear to specify a total amount to writeoff.
1741 This box allows a partial writeoff of fines.
1743 - The fine will be removed from outstanding fines, and displayed as
1746 - Writeoff selected fines
1748 - Check the selection boxes next to the fines you wish to pay, click "Writeoff selected".
1752 - The fine will be removed from outstanding fines, and displayed as written off.
1754 - Writeoff all fines
1756 - Click the "Writeoff all" button
1758 - All fines will be removed from outstanding fines, and displayed as
1761 - If you accidentally mark and item as paid, you can reverse that line
1762 item by clicking 'Reverse' to the right of the line
1766 - Once clicked a new line item will be added to the account, showing
1767 the payment as reversed
1773 - You can enable email receipts for payment and writeoff transactions
1774 with the :ref:`UseEmailReceipts` system preference.
1776 .. _creating-manual-invoices-label:
1778 Creating manual invoices
1779 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1781 For fees that are not automatically charged, librarians can create a
1786 - First choose the type of invoice you would like to create
1788 - To add additional values to the manual invoice type pull down
1789 menu, add them to the `MANUAL\_INV <#manualinvvals>`__ authorized
1794 The value set as the authorized value for the MANUAL\_INV
1795 authorized value category will appear as the description and
1796 the authorized value description will be used as the amount.
1798 - If the fee is associated with an item you can enter its barcode so
1799 that the line item shows a link to that item
1801 - The description field is where you will enter the description of the
1804 - In the amount field, do not enter currency symbols, only numbers and
1807 .. _creating-manual-credits-label:
1809 Creating manual credits
1810 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1812 Manual credits can be used to pay off parts of fines, or to forgive a
1817 - First choose the type of credit you'd like to apply
1819 - If this credit is associated with an item you can enter that item's
1820 barcode so that the line item links to the right item
1822 - The description field is where you will enter the description of the
1825 - In the amount field, do not enter currency symbols, only numbers and
1828 .. _printing-invoices-label:
1831 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1833 To the right of each account line there is a print link. Clicking that
1834 link will print an invoice for the line item that includes the date and
1835 description of the line item along with the total outstanding on the
1840 .. _routing-lists-label:
1843 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1845 A list of all of the serial routing lists the patron belongs to will be
1846 accessible via the 'Routing lists' tab on the patron record.
1850 On this tab you will be able to see and edit all of the routing lists
1851 that this patron is on.
1855 .. _circulation-history-label:
1858 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1860 The circulation history tab will appear if you have set the
1861 :ref:`intranetreadinghistory` preference to allow
1862 it to appear. If you have the :ref:`OPACPrivacy` system
1863 preference set to 'Allow' and the patron has decided that the library
1864 cannot keep this information this tab will only show currently checked
1869 If you would like to export a list of barcodes for the items checked in
1870 today you can find that option under the More menu on the top right of
1875 This will generate a text file with one barcode per line.
1877 .. _modification-log-label:
1880 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1882 If you have set your :ref:`BorrowersLog` to track changes
1883 to patron records, then this tab will appear. The Modification log will
1884 show when changes were made to the patron record. If you also have
1885 turned on the :ref:`IssueLog` and :ref:`ReturnLog`
1886 you will see checkins and outs on this screen as well.
1890 - The Librarian field shows the patron number for the librarian who
1893 - The module lists 'MEMBERS' for the patron module
1895 - The action will tell you what action was being logged
1897 - The Object field lists the borrowernumber that is being modified (in
1898 the example above, it was my changing my own record)
1903 ~~~~~~~~~~~~~~~~~~~~~~~~~
1905 The `patron's messaging preferences <#setpatronmessaging>`__ are set
1906 when :ref:`adding <add-a-new-patron-label>` or :ref:`editing <editing-patrons-label>` the
1907 patron. This tab will show the messages that have been sent and those
1908 that are queued to be sent:
1912 Clicking on the message title will expand the view to show you the full
1913 text of the message that was sent.
1917 If the message has a status of sent or failed you will have the option
1918 to 'resend' the message to the patron by clicking the 'resend' button
1919 found under the status.
1923 .. _statistics-label:
1926 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1928 Depending on what you set for the values of your
1929 :ref:`StatisticsFields` system preference, you can see
1930 statistics for one patron's circulation actions.
1937 ~~~~~~~~~~~~~~~~~~~~~~~~
1939 If you set the :ref:`EnableBorrowerFiles` preference
1940 to 'Do' the Files tab will be visible on the patron information page.
1944 From here you can upload files to attach to the patron record.
1948 All files that are uploaded will appear above a form where additional
1949 files can be uploaded from.
1953 .. _purchase-suggestions-label:
1955 Purchase suggestions
1956 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1958 If the patron has made any purchase suggestions you will see a purchase
1959 suggestions tab on the patron record.
1963 From here you can see all suggestions made by the patron and their
1964 status, you can also create a purchase suggestion on the patron's behalf
1965 by clicking the 'New purchase suggestion' button at the top.
1967 Learn more about :ref:`purchase suggestions <purchase-suggestions-label>` in the
1968 `Acquisitions <#acqmodule>`__ chapter of this manual.
1970 .. _patron-discharges-label:
1973 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1975 A discharge is a certificate that says the patron has no current
1976 checkouts, no holds and owe no money. To enable this opti`on on the
1977 patron record you need to set the :ref:`useDischarge`
1978 system preference to 'Allow'.
1982 In France a "quitus" ("discharge") is needed if you want to register
1983 for an account in a library or a university.
1987 Academic libraries often require that you have a clear record at the
1988 library before you can graduate.
1990 Patrons can :ref:`request discharges via the OPAC <ask-for-a-discharge-label>`. Any
1991 pending discharges will be listed below the menu buttons on the main
1996 Clicking the pending requests will open a screen where you can allow
2001 To generate a discharge for a specific patron click the 'Discharge' tab
2002 on the left of the patron record
2006 If the patron can have a discharge generated then it will have a button
2007 that says 'Generate discharge'
2011 If not then you'll see an error explaining why you can't discharge the
2016 Once the letter is generated you will have a PDF to download
2022 You can style the PDF using the :ref:`NoticeCSS`
2025 The patron will have a restriction added to their account
2029 And a history of discharges will be added to the 'Discharge'
2034 .. _housebound-patrons-label:
2037 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
2039 There are three roles a patron can have in regard to housebound
2040 circulation: borrower, chooser or deliverer.
2044 In order to use the housebound module, the :ref:`HouseboundModule`
2045 and :ref:`ExtendedPatronAttributes` system preferences must be
2048 .. _housebound-chooser-label:
2051 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
2053 If you have enabled the housebound module, with the
2054 :ref:`HouseboundModule` system preference, you will see that
2055 patrons now have a new section in their record called 'Housebound
2060 Click the 'Add' button to mark this
2061 patron as a 'Chooser'.
2065 The chooser is in charge of choosing the materials for the
2068 .. _housebound-deliverer-label:
2071 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
2073 In the 'Housebound roles', click the 'Add' button to mark
2074 this patron as a 'Deliverer'.
2078 The deliverer is in charge of delivering the chosen materials
2079 to the housebound patron on a specific day at a specific time.
2081 .. _housebound-borrower-label:
2083 Housebound borrowers
2084 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
2086 To create a housebound profile for an housebound patron, click on
2087 the 'Housebound' tab in their record.
2091 From there, you can edit their housebound profile information.
2095 - Delivery day: choose which day (or 'Any') the patron prefers to
2096 receive their delivery.
2098 - Frequency: choose the frequency at which they want to receive
2103 The frequencies are managed through the HSBND\_FREQ list of
2104 :ref:`authorized values <existing-values-label>`.
2106 - Preferred materials: enter notes that will help the chooser
2107 choose appropriate documents for the housebound patron.
2109 For example: books, dvds, magazines, etc.
2111 - Subjects: if the housebound patron has a preference for
2112 particular subjects, enter it here. This will help the
2113 chooser choose interesting documents for the patron.
2115 For example: romance, cookbooks, thrillers, etc.
2117 - Authors: if the housebound patron has favorite authors,
2120 For example: Danielle Steel, James Patterson, etc.
2122 - Referral: if the housebound patron has a referral, enter
2125 - Notes: enter any other notes that may help the chooser or
2128 Click the 'Save changes' button to save the housebound profile.
2130 .. _housebound-deliveries-label:
2132 Coordinating deliveries
2133 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
2135 To plan visits, go to the housebound patron's record.
2137 In their housebound tab, you will be able to create deliveries.
2141 Click on 'Add a new delivery'.
2145 Fill out the information :
2147 - Date: Enter the date of the delivery.
2149 - Time: Select a time of day for the delivery. The choices are
2150 morning, afternoon, or evening.
2152 - Chooser: Select a chooser who will be in charge of selecting
2153 the materials for this housebound patron.
2155 - Deliverer: Select a deliverer who will be in charge of picking
2156 up the materials and bringing them over to the housebound
2161 .. _patron-search-label:
2164 ---------------------------------
2166 Clicking on the link to the Patron module will bring you to a
2167 search/browse screen for patrons. From here you can search for a patron
2168 by any part of their name or their card number.
2172 Clicking the small plus sign [+] to the right of the search box will
2173 open up an advanced patron search with more filters including the
2174 ability to limit to a specific category and/or library.
2178 You can also filter your patron results using the search options on the
2179 left hand side of the page.
2183 Depending on what you have chosen for the 'Search fields' you can search
2184 for patrons in various different ways.
2190 - Enter any part of their name, username, email address or barcode
2194 - Enter any part of their email address and choose 'Contains'
2195 instead of 'Starts with'
2199 - Enter the Koha borrower number
2203 - Enter the phone number exactly as it is in the system or by using
2204 spaces between each batch of numbers.
2206 - Example: To find (212) 555-1212 you can search for it exactly as
2207 it was entered or by searching for 212 555 1212
2211 - Enter any part of the patron's address (includes all address
2212 fields) and choose 'Contains' instead of 'Starts with' to find the
2213 string anywhere in the address
2217 - Birth dates should be entered using the format set forth in the
2218 :ref:`dateformat` preference.
2222 - This is a custom field that libraries can use for any type of data
2227 - This is a custom field that libraries can use for any type of data
2230 You can also choose to either search for fields that start with the
2231 string you entered or contain the string. Choosing 'Contains' will work
2232 like a wildcard search.
2236 You can also browse through the patron records by clicking on the linked
2237 letters across the top.