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. Leave the field blank to
377 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 .. _managing-patron-self-edits-label:
446 Managing patron self edits
447 --------------------------------------------------
449 If you are allowing patrons to edit their accounts via the OPAC with the
450 :ref:`OPACPatronDetails` preference then you will need
451 to approve all changes via the staff client before they're applied. If
452 there are patron edits awaiting action they will appear on the staff
453 client dashboard below the modules list (along with other items awaiting
460 Superlibrarians will see modifications for any branch, other staff
461 will only see modifications for patrons who belong to their logged
464 When you click the 'Patrons requesting modifications' link you will be
465 brought to a list of patrons with requested changes.
469 From here you can 'Approve' and apply the changes to the patron record,
470 'Delete' and remove the changes or 'Ignore' and keep the changes pending
473 If you would like to see the entire patron record you can click the
474 'Patron details' links to the right of the buttons. This will open in a
477 Merging patron records
478 -----------------------------------
480 If you accidentally end up with one patron with two cards it is possible
481 to merge their records together so that you don't lose their loan history
484 - In the patron list, check the boxes next to the records you want to
485 merge and click on the 'Merge selected patrons' button.
491 It is possible to merge more than two records at a time.
493 - Select the patron record you want to keep and click on the 'Merge
498 The checkouts and statistics will be transferred to the right record and
499 the other one will be deleted.
503 .. _patron-permissions-label:
506 -------------------------------------------
508 Patron permissions are used to allow staff members access to the staff
513 In order for a staff member to log into the staff interface they
514 must have (at the very least) 'catalogue' permissions which allow
515 them to view the staff interface.
517 .. _setting-patron-permissions-label:
519 Setting patron permissions
520 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
522 - On the patron record click 'More' and choose 'Set permissions' to alter
527 - You will be presented with a list of preferences, some of which can
528 be expanded by clicking the plus sign to the left of the section
533 .. _patron-permissions-defined-label:
535 Patron permissions defined
536 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
540 - Access to all librarian functions
544 With this selected there is no need to choose any other
549 - Check out and check in items
551 - This section can be expanded (:ref:`Learn more <granular-circulate-permissions-label>`)
555 - **Required for staff login.** Staff access, allows viewing the
556 catalogue in staff client
560 Must be given to all staff members to allow them to login
565 - Manage Koha system settings (Administration panel)
567 - This section can be expanded (:ref:`Learn
568 more <granular-parameters-permissions-label>`)
572 - Add or modify patrons
574 - This section can be expanded (:ref:`Learn more <granular-borrowers-permissions-label>`)
578 - Set user permissions
582 - Place and modify holds for patrons
584 - This section can be expanded (:ref:`Learn
585 more <granular-holds-permissions-label>`)
589 - Edit Catalog (Modify bibliographic/holdings data)
591 - This section can be expanded (:ref:`Learn more <granular-cataloging-permissions-label>`)
595 - Manage patrons fines and fees
597 - This section can be expanded (:ref:`Learn
598 more <granular-fines-and-charges-permissions-label>`)
602 - Acquisition and/or suggestion management
604 - This section can be expanded (:ref:`Learn more <granular-acquisitions-permissions-label>`)
610 - This section can be expanded (:ref:`Learn more <granular-tools-permissions-label>`)
618 - Manage serial subscriptions
620 - This section can be expanded (:ref:`Learn more <granular-serials-permissions-label>`)
624 - Allow access to the reports module
626 - Reports found on the Circulation page are not controlled by this
629 - This section can be expanded (:ref:`Learn more <granular-reports-permissions-label>`)
633 - Allow staff members to modify permissions for other staff members
637 Requires the borrowers permission above
643 - Allow access to the :ref:`course reserves module <course-reserves-label>`
645 - This section can be expanded (:ref:`Learn more <granular-course-reserves-permissions-label>`)
651 - This section can be expanded (:ref:`Learn more <granular-plugins-permissions-label>`)
659 All staff have permission to create and modify their own
660 lists, this permission is only necessary if you'd like to give
661 a staff member permission to delete public lists that they
664 - This section can be expanded (:ref:`Learn more <granular-lists-permissions-label>`)
670 - Allows access to the :ref:`Patron clubs feature <Patron-clubs-label>`
672 - This section can be expanded (:ref:`Learn more <granular-clubs-permissions-label>`)
676 - Create and modify interlibrary loan requests
682 - Used for self checkin/self checkout kiosks
684 - This section can be expanded (:ref:`Learn more <granular-self-check-permissions-label>`)
686 .. _granular-circulate-permissions-label:
688 Granular circulate permissions
689 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
691 If the staff member has 'circulate' permissions they have the ability to
692 perform all of these actions. If you would like to control circulation
693 permissions on a more granular level choose from these options:
695 - circulate\_remaining\_permissions
697 - Remaining circulation permissions
699 - All circulation rights except those covered by permissions listed
704 - Force checkout if a limitation exists
706 - With this permission a librarian will be allowed to override a
707 check out restriction in the following cases:
711 - the item is issued to another patron
713 - the item is not for loan
715 - the patron has overdue items
719 - the item is a high demand item
721 - the item is on hold
723 - manage\_checkout\_notes
725 - Mark checkout notes as seen\/not seen
727 - The permission to manage the checkout notes written by users
730 - manage\_restrictions
732 - Manage restrictions for accounts
734 - Grants permission to the staff member to lift a restriction that
735 might be on the patron's record
739 - Execute overdue items report
741 - The permission to run the overdues reports found under Circulation
745 - Override blocked renewals
747 - Requires that the staff member also has
748 circulate\_remaining\_permissions
750 .. _granular-parameters-permissions-label:
752 Granular parameters permissions
753 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
755 If the staff member has 'parameters' permissions they have the ability
756 to perform all of these actions. If you would like to control parameter
757 permissions on a more granular level choose from these options:
759 - manage\_audio\_alerts
761 - Manage audio alerts
763 - The ability to access the :ref:`Audio alerts <audio-alerts-label>`
764 configuration in the administration module.
766 - manage\_auth\_values
768 - Manage authorized value categories and authorised values
770 - The ability to access the :ref:`Auhorized values <authorized-values-label>`
771 configuration in the administration module.
773 - manage\_circ\_rules
775 - Manage circulation rules
777 - The ability to access the :ref:`Circulation and fines
778 rules <circulation-and-fine-rules-label>` configuration
779 in the administration module.
781 - manage\_circ\_rules\_from\_any\_libraries
783 - Manage circulation rules form any library. If not set the logged in user can
784 only edit circulation rules from their own library (please note that
785 manage\_circ\_rules is still required).
789 - Manage cities and towns
791 - The ability to access the :ref:`Cities and towns <cities-and-towns-label>`
792 configuration in the administration module.
794 - manage\_classifications
796 - Manage classification sources and filing rules
798 - The ability to access the :ref:`Classification sources <classification-sources-label>`
799 configuration in the administration module.
801 - manage\_column\_config
803 - Manage column configuration
805 - The ability the access the :ref:`Configure columns <column-settings-label>`
806 page in the administration module.
810 - Manage Did you mean? configuration
812 - The ability to access the :ref:`Did you mean? <did-you-mean?-label>`
813 configuration in the administration module.
815 - manage\_item\_circ\_alerts
817 - Manage item circulation alerts
819 - The ability to access the :ref:`Item circulation alerts <item-circulation-alerts-label>`
820 configuration in the administration module.
822 - manage\_item\_search\_fields
824 - Manage item search fields
826 - The ability to access the :ref:`Item search fields <item-search-fields-label>`
827 configuration in the administration module.
833 - The ability to access the :ref:`Item types <item-types-label>`
834 configuration in the administratoin module.
836 - manage\_keywords2koha\_mappings
838 - Manage Keywords to Koha mappings
840 - The ability to access the :ref:`Keywords to MARC mapping <keywords-to-marc-mapping-label>`
841 configuration in the administration module.
845 - Manage libraries and library groups
847 - The ability to access the :ref:`Libraries <libraries-label>` and
848 :ref:`Library groups <library-groups-label>` configuration pages
849 in the administration module.
851 - manage\_marc\_frameworks
853 - Manage MARC bibliographic and authority frameworks and test them
855 - The ability to access the
856 :ref:`MARC bibliographic framework <marc-bibliographic-frameworks-label>`,
857 :ref:`Authority types <authority-types-label>`,
858 :ref:`Koha to MARC mapping <koha-to-marc-mapping-label> `, and
859 :ref:`MARC Bibliographic framework test <marc-bibliographic-framework-test-label>`
860 configuration areas in the administration module.
862 - manage\_matching\_rules
864 - Manage record matching rules
866 - The ability to access the :ref:`Record matching rules <record-matching-rules-label>`
867 configuration in the administration module.
873 - The ability to access the :ref:`OAI sets <oai-sets-configuration-label>`
874 configuration in the administration module.
876 - manage\_patron\_attributes
878 - Manage extened patron attributes
880 - The ability to access the :ref:`Patron attribute types <patron-attribute-types-label>`
881 configuration in the administration module.
883 - manage\_patron\_categories
885 - Manage patron categories
887 - The ability to access the :ref:`Patron categories <patron-categories-label>`
888 configuration in the administration module.
890 - manage\_search\_engine\_config
892 - Manage search engine configuration
894 - The ability to access the Search engine configuraton in the
895 administration module. Note: This area will only be visible when
896 the :ref:`SearchEngine` system preference is set to 'Elasticsearch'.
898 - manage\_search\_targets
900 - Manage Z39.50 and SRU server configuration
902 - The ability to access the :ref:`Z39.50/SRU servers <z39.50/sru-servers-label>`
903 configuration in the administration module.
905 - manage\_sms_providers
907 - Manage SMS cellular providers
909 - The ability to access the :ref:`SMS cellular providers <sms-cellular-providers-label>` configuration
910 in the administration module. Note: This area will only be visible when
911 the :ref:`SMSSendDriver` system preference is set to 'Email'.
915 - Manage global system preferences
917 - The ability to access the :ref:`Global system preferences <administration-label>`
918 in the administration module.
922 - Manage library transfer limits and transport cost matrix
924 - The ability to access the :ref:`Library transfer limits <library-transfer-limits-label>`
925 and :ref:`Transport cost matrix <transport-cost-matrix-label>`
926 configuration pages in the administration module.
928 - manage\_usage\_stats
930 - Manage usage statistics settings
932 - Ability to access the :ref:`Share your usage statistics <share-anonymous-usage-statistics-label>`
933 configuration in the administration module.
935 - parameters\_remaining\_permissions
937 - Remaining system parameters permissions
939 - The ability to access all remaining areas in the administration module.
941 .. _granular-borrowers-permissions-label:
943 Granular borrowers permissions
944 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
946 If the staff member has 'borrowers' permissions they have the ability
947 to perform all of these actions. If you would like to control borrowers
948 permissions on a more granular level choose from these options:
952 - Add, modify and view patron information
954 - The ability to access the Patrons module to view patron files,
955 as well as adding new patrons and editing patron files
957 - view\_borrower\_infos\_from\_any\_libraries
959 - View patron infos from any libraries. If not set the logged in user
960 could only access patron infos from its own library or group of libraries.
963 .. _granular-holds-permissions-label:
965 Granular holds permissions
966 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
968 If the staff member has 'reserveforothers' permissions they have the
969 ability to perform all of these actions. If you would like to control
970 holds permissions on a more granular level choose from these options:
972 - modify\_holds\_priority
974 - Modify holds priority
976 - Allow staff members to alter the holds priority (moving patrons up
981 - Place holds for patrons
983 .. _granular-cataloging-permissions-label:
985 Granular cataloging permissions
986 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
988 If the staff member has 'editcatalogue' permissions they have the
989 ability to perform all of these actions. If you would like to control
990 cataloging permissions on a more granular level choose from these
995 - Delete all items at once
997 - Ability to use the 'Delete all items' option found under the
998 'Edit' menu in cataloging
1002 - Edit catalog (Modify bibliographic/holdings data)
1004 - Ability to access all cataloging functions via the
1005 `Cataloging <#cataloging>`__ page
1011 - Ability to make :ref:`edits to item/holdings
1012 records <editing-items-label>`, but not bibliographic records
1014 - edit\_items\_restricted
1016 - Limit item modification to subfields defined in the
1017 :ref:`SubfieldsToAllowForRestrictedEditing`
1022 Please note that edit\_items permission is still required
1028 - The ability to catalog using only the :ref:`Fast add
1029 framework <fast-add-cataloging-label>` found on the
1030 `Circulation <#circulation>`__ page
1032 .. _granular-fines-and-charges-permissions-label:
1034 Granular fines and charges permissions
1035 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1037 If a staff member has 'updatecharges' permission they have the ability
1038 to perform all of these actions. If you would like to control fines and
1039 charges permissions on a more granular level choose from these options:
1041 - remaining\_permissions
1043 - Remaining permissions for managing fines and fees other than the
1044 ability to write off charges
1048 - Write off fines and fees
1050 .. _granular-acquisitions-permissions-label:
1052 Granular acquisitions permissions
1053 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1055 If the staff member has 'acquisition' permissions they have the ability
1056 to perform all of these actions. If you would like to control
1057 acquisitions permissions on a more granular level choose from these
1062 - Add and delete funds (but can't modify funds)
1068 - budget\_manage\_all
1074 - Modify funds (can't create lines, but can modify existing ones)
1080 - currencies\_manage
1082 - Manage currencies and exchange rates
1084 - The ability to access the :ref:`Currencies and exchange rates <currencies-and-exchange-rates-label>`
1089 - Manage EDIFACT transmissions
1093 - Manage basket groups
1097 - Manage baskets and order lines
1099 - order\_manage\_all
1101 - Manage all baskets and order lines, regardless of restrictions on them
1105 - Receive orders and manage shipments
1113 - Manage budget plannings
1115 - suggestions\_manage
1117 - Manage purchase suggestions
1123 - Note: Vendors are used in the acquisition and the serials module.
1125 .. _granular-serials-permissions-label:
1127 Granular serials permissions
1128 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1130 If the staff member has 'serials' permissions they have the ability to
1131 perform all of these actions. If you would like to control serials
1132 permissions on a more granular level choose from these options:
1136 - Check the :ref:`expiration of a serial <check-serial-expiration-label>`
1140 - Claim missing serials via the :ref:`Claims section <claim-late-serials-label>`
1142 - create\_subscription
1144 - Create :ref:`a new subscription <add-a-subscription-label>`
1146 - delete\_subscription
1148 - Delete an existing subscription
1150 - edit\_subscription
1152 - Edit an existing subscription
1154 - This permission does not include the ability to delete or create a
1161 - Receive serials on existing subscriptions
1163 - renew\_subscription
1165 - Renew a subscription
1171 - Manage :ref:`routing lists <create-a-routing-list-label>`
1175 - Manage subscriptions from any branch (only applies when
1176 :ref:`IndependantBranches <independentbranches-label>` is used)
1178 .. _granular-tools-permissions-label:
1180 Granular tools permissions
1181 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1183 If the staff member has 'tools' permissions they have the ability to
1184 access and use all items under the Tools menu. If you would like to
1185 control which tools staff members have access to on a more granular
1186 level choose from these options:
1190 - Access to the files stored on the server
1192 - Access to the :ref:`Upload tool <upload-label>`
1194 - batch\_upload\_patron\_images
1196 - Upload patron images in batch or one at a time
1198 - Access to the :ref:`Image upload tool <upload-patron-images-label>`
1200 - delete\_anonymize\_patrons
1202 - Delete old borrowers and anonymize circulation/reading history
1203 (deletes borrower reading history)
1205 - Access to the :ref:`Anonymize patron tool
1206 <patrons-anonymize-bulk-delete-label>`
1210 - Define days when the library is closed
1212 - Access to the :ref:`Calendar/holidays tool <calendar-label>`
1216 - Write news for the OPAC and staff interfaces
1218 - Access to the :ref:`News tool <news-label>`
1220 - edit\_notice\_status\_triggers
1222 - Set notice/status triggers for overdue items
1224 - Access to the :ref:`Overdue notice status/triggers
1225 tool <overdue-notice/status-triggers-label>`
1231 - Access to the :ref:`Notices and slips tool <notices-&-slips-label>`
1235 - Perform batch modification of patrons
1237 - Access to the :ref:`Batch patron modification tool
1238 <batch-patron-modification-label>`
1242 - Edit quotes for the quote-of-the-day feature
1244 - Access to the :ref:`Quote of the Day (QOTD) Editor
1245 <quote-of-the-day-(qotd)-editor-label>`
1249 - Export bibliographic, authorities and holdings data
1251 - Access to the :ref:`Export data tool <export-data-(marc-&-authorities)-label>`
1255 - Import patron data
1257 - Access to the :ref:`Import patrons tool <patron-import-label>`
1261 - Perform inventory (stocktaking) of your catalog
1263 - Access to the :ref:`Inventory tool <inventory-tool-label>`
1267 - Perform batch deletion of items
1269 - Access to the :ref:`Batch item deletion tool <batch-item-deletion-label>`
1273 - Perform batch modification of items
1275 - Access to the :ref:`Batch item modification tool <batch-item-modification-label>`
1277 - items\_batchmod\_restricted
1279 - Limit :ref:`batch item modification <batch-item-modification-label>` to subfields
1281 :ref:`SubfieldsToAllowForRestrictedBatchmod`
1286 Please note that items\_batchmod permission is still required
1290 - Create printable labels and barcodes from catalog and patron data
1292 - Access to the :ref:`Label creator <label-creator-label>` and
1293 :ref:`Quick label creator <quick-spine-label-creator-label>` Tools
1295 - manage\_csv\_profiles
1297 - Manage CSV export profiles
1299 - Access to the :ref:`CSV profiles tool <csv-profiles-label>`
1301 - manage\_patron\_lists
1303 - Add, edit and delete patron lists and their contents
1305 - Access to the :ref:`Patron lists tool <patron-lists-label>`
1307 - manage\_staged\_marc
1309 - Manage staged MARC records, including completing and reversing
1312 - Access to the :ref:`Manage Staged MARC Records Tool
1313 <staged-marc-record-management-label>`
1315 - marc\_modification\_templates
1317 - Manage MARC modification templates
1319 - Access to the :ref:`MARC modification templates tool
1320 <marc-modification-templates-label>`
1322 - moderate\_comments
1324 - Moderate patron comments
1326 - Access to the :ref:`Comments tool <comments-label>`
1330 - Moderate patron tags
1332 - Access to the :ref:`Tags tool <tag-moderation-label>`
1336 - Perform batch deletion of records (bibliographic or authority)
1338 - Access to the :ref:`Batch record deletion tool <batch-record-deletion-label>`
1342 - Perform batch modification of records (bibliographic or authorities)
1344 - Access to the :ref:`Batch record modification tool <batch-record-modification-label>`
1346 - rotating\_collections
1348 - Manage rotating collections
1350 - Access to the :ref:`Rotating collections tool <rotating-collections-label>`
1354 - Schedule tasks to run
1356 - Access to the :ref:`Task scheduler tool <task-scheduler-label>`
1358 - stage\_marc\_import
1360 - Stage MARC records into the reservoir
1362 - Access to the :ref:`Stage MARC records tool <stage-marc-records-for-import-label>`
1364 - upload\_general\_files
1368 - Access to upload files via the :ref:`Upload tool <upload-label>`
1370 - upload\_local\_cover\_images
1372 - Upload local cover images
1374 - Access to the :ref:`Upload local cover image
1375 tool <upload-local-cover-image-label>` as well as permission to add and
1376 delete local cover images from the record detail page
1380 - Manage uploaded files
1382 - Access to uploaded files via the :ref:`Upload tool <upload-label>`
1386 upload\_general\_files permission is required for this
1389 - view\_system\_logs
1391 - Browse the system logs
1393 - Access to the :ref:`Log viewer tool <log-viewer-label>`
1395 .. _granular-reports-permissions-label:
1397 Granular reports permissions
1398 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1400 If the staff member has 'reports' permissions they have the ability to
1401 perform all of these actions. If you would like to control reports
1402 permissions on a more granular level choose from these options:
1406 - Create SQL reports
1408 - The ability to create and edit but not run SQL reports
1412 - Delete SQL reports
1416 - Execute SQL reports
1418 - The ability to run but not create or edit SQL reports
1420 .. _granular-course-reserves-permissions-label:
1422 Granular course reserves permissions
1423 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1425 If the staff member has 'course reserves' permissions they have the ability to
1426 perform all of these actions. If you would like to control course reserves
1427 permissions on a more granular level choose from these options:
1431 - Add course reserves
1435 - Remove course reserves
1439 - Add, edit and delete courses
1442 .. _granular-plugins-permissions-label:
1444 Granular plugins permissions
1445 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1447 If the staff member has 'plugins' permissions they have the ability to
1448 perform all of these actions. If you would like to control plugins
1449 permissions on a more granular level choose from these options:
1455 - The ability to run the 'configure' section of a plugin if it has
1462 - The ability to install or uninstall plugins
1466 - Use report plugins
1468 - The ability to use report plugins
1474 - The ability to use tool plugins
1477 .. _granular-lists-permissions-label:
1479 Granular lists permissions
1480 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1482 All staff members have permission to access lists. This section only
1483 needs to be checked off if you want to give permission to a staff member
1484 to delete public lists that they have no created themselves.
1486 - delete\_public\_lists
1488 - Delete public lists
1490 - The ability to delete public lists created by someone else
1492 .. _granular-clubs-permissions-label:
1494 Granular patron clubs permissions
1495 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1497 If the staff member has 'clubs' permissions they have the ability to
1498 perform all of these actions. If you would like to control patron clubs
1499 permissions on a more granular level choose from these options:
1503 - Create and edit clubs
1505 - Create and edit patron clubs using the :ref:`Patron clubs tool <Patron-clubs-label>`
1509 - Create and edit club templates
1511 - Create and edit club templates using the :ref:`Patron clubs tool <Patron-clubs-label>`
1515 - Enroll patrons in clubs
1517 - Enroll patrons from the patron file
1519 .. _granular-self-check-permissions-label:
1521 Granular self check permissions
1522 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1524 If the user has 'self check' permissions they have the ability to
1525 perform all of these actions. If you would like to control self check
1526 permissions on a more granular level choose from these options:
1528 - self\_checkin\_module
1530 - Log into the self check-in module.
1534 This permission prevents the patron from using any other OPAC
1537 - self\_checkout\_module
1539 - Perform self checkout at the OPAC.
1543 This permission should be used for the patron matching the
1544 :ref:`AutoSelfCheckID <autoselfcheckallowed-autoselfcheckid-&-autoselfcheckpass-label>`
1547 .. _patron-information-label:
1550 -------------------------------------------
1552 When viewing a patron record you have the option to view information
1553 from one of many tabs found on the left hand side of the record.
1555 - *Get there:* Patrons > Browse or search for patron > Click patron
1558 .. _check-out-label:
1561 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1563 For instruction on checking items out, view the :ref:`Checking
1564 out <check-out-(issuing)-label>` section of this manual.
1566 Staff members can access their own check out screen by clicking their
1567 username in the top right of the staff client and choosing 'My
1575 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1579 Staff members can access their own account details by clicking their
1580 username in the top right of the staff client and choosing 'My account'
1584 All patron information will appear in the Details tab. This includes all
1585 the contact information, notes, custom patron attributes, messaging
1586 preferences, etc. entered when adding the patron.
1590 In the case of patrons who are marked as 'Child' or 'Professional' and
1591 their guarantors additional information will appear on their record.
1593 - A child patron will list their guarantor
1597 - On the guarantor's record, all children and/or professionals will be
1602 .. _circulation-summary-label:
1605 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1607 Below the patron's information on the details screen is a tabbed display
1608 of the items they have checked out, overdue, and on hold.
1611 ''''''''''''''''''''''''''''''''''''''''''
1613 The first tab shows the items the patron currently has checked out.
1617 Relatives' checkouts
1618 ''''''''''''''''''''''''''''''''''''''''''
1620 If they have family at the library, staff can see what the other family
1621 members have checked out.
1626 '''''''''''''''''''''''''''''''''''''''''
1628 The Fines & charges tab will show for all patrons, even those who
1631 If the patron does owe money to the library, the tab will show the
1632 total amount, without any details. To see the details, go to the
1633 :ref:`fines tabs <fines-label>`.
1638 '''''''''''''''''''''''''''''''''''''''''
1640 If the patron has holds, the number of holds will appear on this tab's
1641 title and the details will appear in the tab.
1647 The barcode and call number will only appear on item-level holds or
1648 holds that have been confirmed. Record-level holds that are not
1649 waiting to be picked up will not have barocdes or call numbers.
1651 From here you can manage the patron's holds: change the pickup library,
1652 cancel or suspend holds.
1656 You will only be able to suspend holds if the :ref:`SuspendHoldsIntranet`
1657 system preference is set to "Allow".
1661 If, when suspending a hold, you want to be able to set a date at which to
1662 automatically resume the hold, set the :ref:`AutoResumeSuspendedHolds`
1663 system preference to "Allow" and make sure the :ref:`unsuspend_holds cron
1664 job <unsuspend-holds-label>` is activated.
1667 '''''''''''''''''''''''''''''''''''''''''''''
1669 If the :ref:`ArticleRequests` system preference is enabled, and the circulation
1670 rules allow it, the patrons will be able to request articles, either through the
1671 OPAC or in the staff interface.
1673 The details of the patron's request, and its status, are visible in this
1679 ''''''''''''''''''''''''''''''''''''''''''''
1681 The Restrictions tab will show for all patrons. If the patron has no
1682 restrictions you will see that on the tab.
1686 If the patron has restrictions on their account the tab will show the
1687 number and the description.
1689 There are four kinds of restrictions:
1695 Using the 'Add manual restriction' button you can add a restriction to
1696 the patron record from here. This can be used for any type of restriction
1697 you need to put manually on a patron record.
1703 The overdues restrictions are automatically set when overdue notices are sent
1704 if you specified you wanted the patron restricted in the
1705 :ref:`Overdue notice/status triggers tool <overdue-notice/status-triggers-label>`.
1707 This restriction will not be removed automatically when the overdue items are
1708 returned unless the :ref:`AutoRemoveOverduesRestrictions` system preference
1711 In the :ref:`circulation rules <circulation-and-fine-rules-label>`, you can choose
1712 to fine users by suspending them instead of (or in addition to) fining them money.
1713 In that case, returning an overdue document will trigger a suspension restriction.
1715 Patrons may also be restricted if you have issued a :ref:`discharge <patron-
1716 discharges-label>` for them. Once the discharge is validated, the patron is
1717 automatically restricted.
1719 Restrictions on a patron record will block checkouts. In fact,
1720 a message will appear in red when going to the checkout page.
1724 Restrictions may also prevent renewing items if the :ref:`RestrictionBlockRenewing`
1725 system preference is set to 'block'.
1727 On the OPAC, patrons will get a message saying their account is frozen. They will
1728 not be able to place holds from the OPAC.
1730 If you have patrons that have more than one restriction, you can choose to
1731 cumulate their restriction periods or not through the :ref:`CumulativeRestrictionPeriods`
1736 If you want to restrict patrons from doing various actions if their record
1737 is not pristine, check the following system preferences:
1739 - Set the :ref:`OverduesBlockCirc` system preference to 'Block' to prevent
1740 patrons who have overdue materials from checking out other materials.
1741 - Set the :ref:`OverduesBlockRenewing` system preference to 'block renewing
1742 for all the patron's items' or 'block renewing only for this item' to prevent
1743 patrons who have overdue materials from renewing their loans.
1744 - Enter values in the :ref:`noissuescharge` and :ref:`NoIssuesChargeGuarantees`
1745 system preferences in order to block checking out to patrons who have more
1746 than a certain amount in fines or to patrons whose guarantees owe more than
1748 - Enter a value in the :ref:`maxoutstanding` system preference to prevent
1749 patron from placing holds on the OPAC if they owe more than a certain amount.
1750 - Enter a value in the :ref:`OPACFineNoRenewals` system preference to prevent
1751 patron who owe more than a certain amount to renew their loans from the OPAC.
1752 - Set the :ref:`BlockExpiredPatronOpacActions` system preference to 'Block' if
1753 you want to prevent patron whose membership has expired to place hold or
1754 renew their loans from the OPAC.
1758 '''''''''''''''''''''''''''''''''''''''''''
1760 If you use :ref:`patron clubs <Patron-clubs-label>`, patrons will have a tab
1761 in their record indicating which club they are enrolled in, if any.
1769 ~~~~~~~~~~~~~~~~~~~~~~~~
1771 The patron's complete accounting history will appear on the Fines tab.
1772 Contrary to its name, the Fines tab does not just show fine data, it
1773 also shows membership fees, rental fees, reserve fees and any other
1774 charge you may have for patrons.
1778 The table will show you the following columns:
1780 - Date: the date the charge/payment was posted
1782 - In the case of fines this will be the last day that the fine was
1785 - Description: a description of the charges including the due date for
1786 overdue items and a link to the item record where one is available
1788 - Note: any notes about this charge/payment
1790 - If you're allowing patrons to pay fines via the OPAC with PayPal
1791 (:ref:`EnablePayPalOpacPayments <enablepaypalopacpayments-&-paypalsandboxmode-label>`) you
1792 will see a Note that says 'PayPal' for items paid this way
1796 - Amount: the total amount of the payment or charge
1798 - Outstanding: the amount still due on charge
1800 - The ability to reverse a payment
1802 - The ability to void a payment
1804 - A link to print a receipt for that line item
1806 At the top of the table you can click the 'Filter paid transaction' to
1807 hide all completed transaction and above that you can use the search box
1808 to find a specific charge or payment.
1810 .. _charging-fines/fees-label:
1813 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1815 Most fees and fines will be charged automatically if the :ref:`fines cron
1816 job <fines-label>` is running:
1818 - Fines will be charged based on your :ref:`Circulation & fines
1819 rules <circulation-and-fine-rules-label>`
1821 - Hold fees will be charged based on the rules you set in the :ref:`Patron
1822 types & categories <patron-categories-label>` administration area
1824 - Rental fees will be charged based on the settings in your :ref:`Item
1825 iypes <item-types-label>` administration area
1827 - Marking an item 'Lost' via the cataloging module will automatically
1828 charge the patron the replacement cost for that item
1830 .. _pay/reverse-fines-label:
1833 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1835 Each line item can be paid in full (or written off) using the 'Pay
1840 - Each line item can be paid in full, partially paid, or written off.
1842 - Pay a fine in full
1844 - If you have a note about the payment please type that first then
1847 - Click "Pay" next to the fine you want to pay in full
1849 - The full amount of the fine will be populated for you in the
1850 "Collect from patron" box
1852 - If one or more values are defined under the PAYMENT\_TYPE authorized value
1853 category a dropdown selection box will be displayed to specify a custom
1860 - The fine will be removed from outstanding fines, and displayed as
1863 - Pay a partial fine
1865 - Click "Pay" next to the fine you want to partially pay
1867 - Enter the amount you are collecting from the patron in the
1868 "Collect from patron" box
1874 - The fine will be updated to show the original amount, and the
1875 current amount outstanding
1877 - Pay an amount towards all fines
1879 - Click the "Pay amount" button
1881 - Enter the amount you are collecting from the patron in "Collect
1882 from patron." The sum of all fines is shown in "Total amount
1889 - The fine totals will be updated with the payment applied to oldest
1892 - Pay selected fines
1894 - Check the selection boxes next to the fines you wish to pay, click
1899 - Enter an amount to pay towards the fines.
1905 - The fine totals will be updated with the payment applied to the
1906 oldest selected fines first.
1908 - Writeoff a single fine
1910 - Click "Writeoff" next to the fine you wish to writeoff.
1912 - A confirmation box will appear to specify a total amount to writeoff.
1913 This box allows a partial writeoff of fines.
1915 - The fine will be removed from outstanding fines, and displayed as
1918 - Writeoff selected fines
1920 - Check the selection boxes next to the fines you wish to pay, click "Writeoff selected".
1924 - The fine will be removed from outstanding fines, and displayed as written off.
1926 - Writeoff all fines
1928 - Click the "Writeoff all" button
1930 - All fines will be removed from outstanding fines, and displayed as
1933 - If you accidentally mark and item as paid, you can reverse that line
1934 item by clicking 'Reverse' to the right of the line
1938 - Once clicked a new line item will be added to the account, showing
1939 the payment as reversed
1945 - You can enable email receipts for payment and writeoff transactions
1946 with the :ref:`UseEmailReceipts` system preference.
1948 .. _creating-manual-invoices-label:
1950 Creating manual invoices
1951 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1953 For fees that are not automatically charged, librarians can create a
1958 - First choose the type of invoice you would like to create
1960 - To add additional values to the manual invoice type pull down
1961 menu, add them to the `MANUAL\_INV <#manualinvvals>`__ authorized
1966 The value set as the authorized value for the MANUAL\_INV
1967 authorized value category will appear as the description and
1968 the authorized value description will be used as the amount.
1970 - If the fee is associated with an item you can enter its barcode so
1971 that the line item shows a link to that item
1973 - The description field is where you will enter the description of the
1976 - In the amount field, do not enter currency symbols, only numbers and
1979 .. _creating-manual-credits-label:
1981 Creating manual credits
1982 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1984 Manual credits can be used to pay off parts of fines, or to forgive a
1989 - First choose the type of credit you'd like to apply
1991 - If this credit is associated with an item you can enter that item's
1992 barcode so that the line item links to the right item
1994 - The description field is where you will enter the description of the
1997 - In the amount field, do not enter currency symbols, only numbers and
2000 .. _printing-invoices-label:
2003 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
2005 To the right of each account line there is a print link. Clicking that
2006 link will print an invoice for the line item that includes the date and
2007 description of the line item along with the total outstanding on the
2012 .. _routing-lists-label:
2015 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
2017 A list of all of the serial routing lists the patron belongs to will be
2018 accessible via the 'Routing lists' tab on the patron record.
2022 On this tab you will be able to see and edit all of the routing lists
2023 that this patron is on.
2027 .. _circulation-history-label:
2030 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
2032 The circulation history tab will appear if you have set the
2033 :ref:`intranetreadinghistory` preference to allow
2034 it to appear. If you have the :ref:`OPACPrivacy` system
2035 preference set to 'Allow' and the patron has decided that the library
2036 cannot keep this information this tab will only show currently checked
2041 If you would like to export a list of barcodes for the items checked in
2042 today you can find that option under the More menu on the top right of
2047 This will generate a text file with one barcode per line.
2049 .. _modification-log-label:
2052 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
2054 If you have set your :ref:`BorrowersLog` to track changes
2055 to patron records, then this tab will appear. The Modification log will
2056 show when changes were made to the patron record. If you also have
2057 turned on the :ref:`IssueLog` and :ref:`ReturnLog`
2058 you will see checkins and outs on this screen as well.
2062 - The Librarian field shows the patron number for the librarian who
2065 - The module lists 'MEMBERS' for the patron module
2067 - The action will tell you what action was being logged
2069 - The Object field lists the borrowernumber that is being modified (in
2070 the example above, it was my changing my own record)
2075 ~~~~~~~~~~~~~~~~~~~~~~~~~
2077 The `patron's messaging preferences <#setpatronmessaging>`__ are set
2078 when :ref:`adding <add-a-new-patron-label>` or :ref:`editing <editing-patrons-label>` the
2079 patron. This tab will show the messages that have been sent and those
2080 that are queued to be sent:
2084 Clicking on the message title will expand the view to show you the full
2085 text of the message that was sent.
2089 If the message has a status of sent or failed you will have the option
2090 to 'resend' the message to the patron by clicking the 'resend' button
2091 found under the status.
2095 .. _statistics-label:
2098 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
2100 Depending on what you set for the values of your
2101 :ref:`StatisticsFields` system preference, you can see
2102 statistics for one patron's circulation actions.
2109 ~~~~~~~~~~~~~~~~~~~~~~~~
2111 If you set the :ref:`EnableBorrowerFiles` preference
2112 to 'Do' the Files tab will be visible on the patron information page.
2116 From here you can upload files to attach to the patron record.
2120 All files that are uploaded will appear above a form where additional
2121 files can be uploaded from.
2125 .. _purchase-suggestions-label:
2127 Purchase suggestions
2128 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
2130 If the patron has made any purchase suggestions you will see a purchase
2131 suggestions tab on the patron record.
2135 From here you can see all suggestions made by the patron and their
2136 status, you can also create a purchase suggestion on the patron's behalf
2137 by clicking the 'New purchase suggestion' button at the top.
2139 Learn more about :ref:`purchase suggestions <purchase-suggestions-label>` in the
2140 `Acquisitions <#acqmodule>`__ chapter of this manual.
2142 .. _patron-discharges-label:
2145 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
2147 A discharge is a certificate that says the patron has no current
2148 checkouts, no holds and owe no money. To enable this opti`on on the
2149 patron record you need to set the :ref:`useDischarge`
2150 system preference to 'Allow'.
2154 In France a "quitus" ("discharge") is needed if you want to register
2155 for an account in a library or a university.
2159 Academic libraries often require that you have a clear record at the
2160 library before you can graduate.
2162 Patrons can :ref:`request discharges via the OPAC <ask-for-a-discharge-label>`. Any
2163 pending discharges will be listed below the menu buttons on the main
2168 Clicking the pending requests will open a screen where you can allow
2173 To generate a discharge for a specific patron click the 'Discharge' tab
2174 on the left of the patron record
2178 If the patron can have a discharge generated then it will have a button
2179 that says 'Generate discharge'
2183 If not then you'll see an error explaining why you can't discharge the
2188 Once the letter is generated you will have a PDF to download
2194 You can style the PDF using the :ref:`NoticeCSS`
2197 The patron will have a restriction added to their account
2201 And a history of discharges will be added to the 'Discharge'
2206 .. _housebound-patrons-label:
2209 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
2211 There are three roles a patron can have in regard to housebound
2212 circulation: borrower, chooser or deliverer.
2216 In order to use the housebound module, the :ref:`HouseboundModule`
2217 and :ref:`ExtendedPatronAttributes` system preferences must be
2220 .. _housebound-chooser-label:
2223 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
2225 If you have enabled the housebound module, with the
2226 :ref:`HouseboundModule` system preference, you will see that
2227 patrons now have a new section in their record called 'Housebound
2232 Click the 'Add' button to mark this
2233 patron as a 'Chooser'.
2237 The chooser is in charge of choosing the materials for the
2240 .. _housebound-deliverer-label:
2243 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
2245 In the 'Housebound roles', click the 'Add' button to mark
2246 this patron as a 'Deliverer'.
2250 The deliverer is in charge of delivering the chosen materials
2251 to the housebound patron on a specific day at a specific time.
2253 .. _housebound-borrower-label:
2255 Housebound borrowers
2256 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
2258 To create a housebound profile for an housebound patron, click on
2259 the 'Housebound' tab in their record.
2263 From there, you can edit their housebound profile information.
2267 - Delivery day: choose which day (or 'Any') the patron prefers to
2268 receive their delivery.
2270 - Frequency: choose the frequency at which they want to receive
2275 The frequencies are managed through the HSBND\_FREQ list of
2276 :ref:`authorized values <existing-values-label>`.
2278 - Preferred materials: enter notes that will help the chooser
2279 choose appropriate documents for the housebound patron.
2281 For example: books, dvds, magazines, etc.
2283 - Subjects: if the housebound patron has a preference for
2284 particular subjects, enter it here. This will help the
2285 chooser choose interesting documents for the patron.
2287 For example: romance, cookbooks, thrillers, etc.
2289 - Authors: if the housebound patron has favorite authors,
2292 For example: Danielle Steel, James Patterson, etc.
2294 - Referral: if the housebound patron has a referral, enter
2297 - Notes: enter any other notes that may help the chooser or
2300 Click the 'Save changes' button to save the housebound profile.
2302 .. _housebound-deliveries-label:
2304 Coordinating deliveries
2305 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
2307 To plan visits, go to the housebound patron's record.
2309 In their housebound tab, you will be able to create deliveries.
2313 Click on 'Add a new delivery'.
2317 Fill out the information :
2319 - Date: Enter the date of the delivery.
2321 - Time: Select a time of day for the delivery. The choices are
2322 morning, afternoon, or evening.
2324 - Chooser: Select a chooser who will be in charge of selecting
2325 the materials for this housebound patron.
2327 - Deliverer: Select a deliverer who will be in charge of picking
2328 up the materials and bringing them over to the housebound
2333 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.
2335 .. _patron-search-label:
2338 ---------------------------------
2340 Clicking on the link to the Patron module will bring you to a
2341 search/browse screen for patrons. From here you can search for a patron
2342 by any part of their name or their card number.
2346 Clicking the small plus sign [+] to the right of the search box will
2347 open up an advanced patron search with more filters including the
2348 ability to limit to a specific category and/or library.
2352 You can also filter your patron results using the search options on the
2353 left hand side of the page.
2357 Depending on what you have chosen for the 'Search fields' you can search
2358 for patrons in various different ways.
2364 - Enter any part of their name, username, email address or barcode
2368 - Enter any part of their email address and choose 'Contains'
2369 instead of 'Starts with'
2373 - Enter the Koha borrower number
2377 - Enter the phone number exactly as it is in the system or by using
2378 spaces between each batch of numbers.
2380 - Example: To find (212) 555-1212 you can search for it exactly as
2381 it was entered or by searching for 212 555 1212
2385 - Enter any part of the patron's address (includes all address
2386 fields) and choose 'Contains' instead of 'Starts with' to find the
2387 string anywhere in the address
2391 - Birth dates should be entered using the format set forth in the
2392 :ref:`dateformat` preference.
2396 - This is a custom field that libraries can use for any type of data
2401 - This is a custom field that libraries can use for any type of data
2404 You can also choose to either search for fields that start with the
2405 string you entered or contain the string. Choosing 'Contains' will work
2406 like a wildcard search.
2410 You can also browse through the patron records by clicking on the linked
2411 letters across the top.