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\_circ\_rules
761 - Manage circulation rules
763 - The ability to access the :ref:`Circulation and fines
764 rules <circulation-and-fine-rules-label>` in the administration area
766 - parameters\_remaining\_permissions
768 - Remaining system parameters permissions
770 - The ability to access all areas in Administration (other than the
771 Circulation and fines rules)
773 .. _granular-borrowers-permissions-label:
775 Granular borrowers permissions
776 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
778 If the staff member has 'borrowers' permissions they have the ability
779 to perform all of these actions. If you would like to control borrowers
780 permissions on a more granular level choose from these options:
784 - Add, modify and view patron information
786 - The ability to access the Patrons module to view patron files,
787 as well as adding new patrons and editing patron files
789 - view\_borrower\_infos\_from\_any\_libraries
791 - View patron infos from any libraries. If not set the logged in user
792 could only access patron infos from its own library or group of libraries.
795 .. _granular-holds-permissions-label:
797 Granular holds permissions
798 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
800 If the staff member has 'reserveforothers' permissions they have the
801 ability to perform all of these actions. If you would like to control
802 holds permissions on a more granular level choose from these options:
804 - modify\_holds\_priority
806 - Modify holds priority
808 - Allow staff members to alter the holds priority (moving patrons up
813 - Place holds for patrons
815 .. _granular-cataloging-permissions-label:
817 Granular cataloging permissions
818 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
820 If the staff member has 'editcatalogue' permissions they have the
821 ability to perform all of these actions. If you would like to control
822 cataloging permissions on a more granular level choose from these
827 - Delete all items at once
829 - Ability to use the 'Delete all items' option found under the
830 'Edit' menu in cataloging
834 - Edit catalog (Modify bibliographic/holdings data)
836 - Ability to access all cataloging functions via the
837 `Cataloging <#cataloging>`__ page
843 - Ability to make :ref:`edits to item/holdings
844 records <editing-items-label>`, but not bibliographic records
846 - edit\_items\_restricted
848 - Limit item modification to subfields defined in the
849 :ref:`SubfieldsToAllowForRestrictedEditing`
854 Please note that edit\_items permission is still required
860 - The ability to catalog using only the :ref:`Fast add
861 framework <fast-add-cataloging-label>` found on the
862 `Circulation <#circulation>`__ page
864 .. _granular-fines-and-charges-permissions-label:
866 Granular fines and charges permissions
867 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
869 If a staff member has 'updatecharges' permission they have the ability
870 to perform all of these actions. If you would like to control fines and
871 charges permissions on a more granular level choose from these options:
873 - remaining\_permissions
875 - Remaining permissions for managing fines and fees other than the
876 ability to write off charges
880 - Write off fines and fees
882 .. _granular-acquisitions-permissions-label:
884 Granular acquisitions permissions
885 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
887 If the staff member has 'acquisition' permissions they have the ability
888 to perform all of these actions. If you would like to control
889 acquisitions permissions on a more granular level choose from these
894 - Add and delete budgets (but can't modify budgets)
900 - budget\_manage\_all
906 - Modify budget (can't create lines, but can modify existing ones)
914 - Manage currencies and exchange rates
918 - Manage EDIFACT transmissions
922 - Manage orders and basket groups
926 - Manage orders and baskets
930 - Manage all orders and baskets, regardless of restrictions on them
934 - Manage orders and baskets
942 - Manage budget planning
944 - suggestions\_manage
946 - Manage purchase suggestions
952 .. _granular-serials-permissions-label:
954 Granular serials permissions
955 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
957 If the staff member has 'serials' permissions they have the ability to
958 perform all of these actions. If you would like to control serials
959 permissions on a more granular level choose from these options:
963 - Check the :ref:`expiration of a serial <check-serial-expiration-label>`
967 - Claim missing serials via the :ref:`Claims section <claim-late-serials-label>`
969 - create\_subscription
971 - Create :ref:`a new subscription <add-a-subscription-label>`
973 - delete\_subscription
975 - Delete an existing subscription
979 - Edit an existing subscription
981 - This permission does not include the ability to delete or create a
988 - Receive serials on existing subscriptions
990 - renew\_subscription
992 - Renew a subscription
998 - Manage :ref:`routing lists <create-a-routing-list-label>`
1002 - Manage subscriptions from any branch (only applies when
1003 :ref:`IndependantBranches <independentbranches-label>` is used)
1005 .. _granular-tools-permissions-label:
1007 Granular tools permissions
1008 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1010 If the staff member has 'tools' permissions they have the ability to
1011 access and use all items under the Tools menu. If you would like to
1012 control which tools staff members have access to on a more granular
1013 level choose from these options:
1017 - Access to the files stored on the server
1019 - Access to the :ref:`Upload tool <upload-label>`
1021 - batch\_upload\_patron\_images
1023 - Upload patron images in batch or one at a time
1025 - Access to the :ref:`Image upload tool <upload-patron-images-label>`
1027 - delete\_anonymize\_patrons
1029 - Delete old borrowers and anonymize circulation/reading history
1030 (deletes borrower reading history)
1032 - Access to the :ref:`Anonymize patron tool
1033 <patrons-anonymize-bulk-delete-label>`
1037 - Define days when the library is closed
1039 - Access to the :ref:`Calendar/holidays tool <calendar-label>`
1043 - Write news for the OPAC and staff interfaces
1045 - Access to the :ref:`News tool <news-label>`
1047 - edit\_notice\_status\_triggers
1049 - Set notice/status triggers for overdue items
1051 - Access to the :ref:`Overdue notice status/triggers
1052 tool <overdue-notice/status-triggers-label>`
1058 - Access to the :ref:`Notices and slips tool <notices-&-slips-label>`
1062 - Perform batch modification of patrons
1064 - Access to the :ref:`Batch patron modification tool
1065 <batch-patron-modification-label>`
1069 - Edit quotes for the quote-of-the-day feature
1071 - Access to the :ref:`Quote of the Day (QOTD) Editor
1072 <quote-of-the-day-(qotd)-editor-label>`
1076 - Export bibliographic, authorities and holdings data
1078 - Access to the :ref:`Export data tool <export-data-(marc-&-authorities)-label>`
1082 - Import patron data
1084 - Access to the :ref:`Import patrons tool <patron-import-label>`
1088 - Perform inventory (stocktaking) of your catalog
1090 - Access to the :ref:`Inventory tool <inventory-tool-label>`
1094 - Perform batch deletion of items
1096 - Access to the :ref:`Batch item deletion tool <batch-item-deletion-label>`
1100 - Perform batch modification of items
1102 - Access to the :ref:`Batch item modification tool <batch-item-modification-label>`
1104 - items\_batchmod\_restricted
1106 - Limit :ref:`batch item modification <batch-item-modification-label>` to subfields
1108 :ref:`SubfieldsToAllowForRestrictedBatchmod`
1113 Please note that items\_batchmod permission is still required
1117 - Create printable labels and barcodes from catalog and patron data
1119 - Access to the :ref:`Label creator <label-creator-label>` and
1120 :ref:`Quick label creator <quick-spine-label-creator-label>` Tools
1122 - manage\_csv\_profiles
1124 - Manage CSV export profiles
1126 - Access to the :ref:`CSV profiles tool <csv-profiles-label>`
1128 - manage\_patron\_lists
1130 - Add, edit and delete patron lists and their contents
1132 - Access to the :ref:`Patron lists tool <patron-lists-label>`
1134 - manage\_staged\_marc
1136 - Manage staged MARC records, including completing and reversing
1139 - Access to the :ref:`Manage Staged MARC Records Tool
1140 <staged-marc-record-management-label>`
1142 - marc\_modification\_templates
1144 - Manage MARC modification templates
1146 - Access to the :ref:`MARC modification templates tool
1147 <marc-modification-templates-label>`
1149 - moderate\_comments
1151 - Moderate patron comments
1153 - Access to the :ref:`Comments tool <comments-label>`
1157 - Moderate patron tags
1159 - Access to the :ref:`Tags tool <tag-moderation-label>`
1163 - Perform batch deletion of records (bibliographic or authority)
1165 - Access to the :ref:`Batch record deletion tool <batch-record-deletion-label>`
1169 - Perform batch modification of records (bibliographic or authorities)
1171 - Access to the :ref:`Batch record modification tool <batch-record-modification-label>`
1173 - rotating\_collections
1175 - Manage rotating collections
1177 - Access to the :ref:`Rotating collections tool <rotating-collections-label>`
1181 - Schedule tasks to run
1183 - Access to the :ref:`Task scheduler tool <task-scheduler-label>`
1185 - stage\_marc\_import
1187 - Stage MARC records into the reservoir
1189 - Access to the :ref:`Stage MARC records tool <stage-marc-records-for-import-label>`
1191 - upload\_general\_files
1195 - Access to upload files via the :ref:`Upload tool <upload-label>`
1197 - upload\_local\_cover\_images
1199 - Upload local cover images
1201 - Access to the :ref:`Upload local cover image
1202 tool <upload-local-cover-image-label>` as well as permission to add and
1203 delete local cover images from the record detail page
1207 - Manage uploaded files
1209 - Access to uploaded files via the :ref:`Upload tool <upload-label>`
1213 upload\_general\_files permission is required for this
1216 - view\_system\_logs
1218 - Browse the system logs
1220 - Access to the :ref:`Log viewer tool <log-viewer-label>`
1222 .. _granular-reports-permissions-label:
1224 Granular reports permissions
1225 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1227 If the staff member has 'reports' permissions they have the ability to
1228 perform all of these actions. If you would like to control reports
1229 permissions on a more granular level choose from these options:
1233 - Create SQL reports
1235 - The ability to create and edit but not run SQL reports
1239 - Delete SQL reports
1243 - Execute SQL reports
1245 - The ability to run but not create or edit SQL reports
1247 .. _granular-course-reserves-permissions-label:
1249 Granular course reserves permissions
1250 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1252 If the staff member has 'course reserves' permissions they have the ability to
1253 perform all of these actions. If you would like to control course reserves
1254 permissions on a more granular level choose from these options:
1258 - Add course reserves
1262 - Remove course reserves
1266 - Add, edit and delete courses
1269 .. _granular-plugins-permissions-label:
1271 Granular plugins permissions
1272 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1274 If the staff member has 'plugins' permissions they have the ability to
1275 perform all of these actions. If you would like to control plugins
1276 permissions on a more granular level choose from these options:
1282 - The ability to run the 'configure' section of a plugin if it has
1289 - The ability to install or uninstall plugins
1293 - Use report plugins
1295 - The ability to use report plugins
1301 - The ability to use tool plugins
1304 .. _granular-lists-permissions-label:
1306 Granular lists permissions
1307 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1309 All staff members have permission to access lists. This section only
1310 needs to be checked off if you want to give permission to a staff member
1311 to delete public lists that they have no created themselves.
1313 - delete\_public\_lists
1315 - Delete public lists
1317 - The ability to delete public lists created by someone else
1319 .. _granular-clubs-permissions-label:
1321 Granular patron clubs permissions
1322 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1324 If the staff member has 'clubs' permissions they have the ability to
1325 perform all of these actions. If you would like to control patron clubs
1326 permissions on a more granular level choose from these options:
1330 - Create and edit clubs
1332 - Create and edit patron clubs using the :ref:`Patron clubs tool <Patron-clubs-label>`
1336 - Create and edit club templates
1338 - Create and edit club templates using the :ref:`Patron clubs tool <Patron-clubs-label>`
1342 - Enroll patrons in clubs
1344 - Enroll patrons from the patron file
1346 .. _granular-self-check-permissions-label:
1348 Granular self check permissions
1349 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1351 If the user has 'self check' permissions they have the ability to
1352 perform all of these actions. If you would like to control self check
1353 permissions on a more granular level choose from these options:
1355 - self\_checkin\_module
1357 - Log into the self check-in module.
1361 This permission prevents the patron from using any other OPAC
1364 - self\_checkout\_module
1366 - Perform self checkout at the OPAC.
1370 This permission should be used for the patron matching the
1371 :ref:`AutoSelfCheckID <autoselfcheckallowed-autoselfcheckid-&-autoselfcheckpass-label>`
1374 .. _patron-information-label:
1377 -------------------------------------------
1379 When viewing a patron record you have the option to view information
1380 from one of many tabs found on the left hand side of the record.
1382 - *Get there:* Patrons > Browse or search for patron > Click patron
1385 .. _check-out-label:
1388 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1390 For instruction on checking items out, view the :ref:`Checking
1391 out <check-out-(issuing)-label>` section of this manual.
1393 Staff members can access their own check out screen by clicking their
1394 username in the top right of the staff client and choosing 'My
1402 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1406 Staff members can access their own account details by clicking their
1407 username in the top right of the staff client and choosing 'My account'
1411 All patron information will appear in the Details tab. This includes all
1412 the contact information, notes, custom patron attributes, messaging
1413 preferences, etc. entered when adding the patron.
1417 In the case of patrons who are marked as 'Child' or 'Professional' and
1418 their guarantors additional information will appear on their record.
1420 - A child patron will list their guarantor
1424 - On the guarantor's record, all children and/or professionals will be
1429 .. _circulation-summary-label:
1432 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1434 Below the patron's information on the details screen is a tabbed display
1435 of the items they have checked out, overdue, and on hold.
1438 ''''''''''''''''''''''''''''''''''''''''''
1440 The first tab shows the items the patron currently has checked out.
1444 Relatives' checkouts
1445 ''''''''''''''''''''''''''''''''''''''''''
1447 If they have family at the library, staff can see what the other family
1448 members have checked out.
1453 '''''''''''''''''''''''''''''''''''''''''
1455 The Fines & charges tab will show for all patrons, even those who
1458 If the patron does owe money to the library, the tab will show the
1459 total amount, without any details. To see the details, go to the
1460 :ref:`fines tabs <fines-label>`.
1465 '''''''''''''''''''''''''''''''''''''''''
1467 If the patron has holds, the number of holds will appear on this tab's
1468 title and the details will appear in the tab.
1474 The barcode and call number will only appear on item-level holds or
1475 holds that have been confirmed. Record-level holds that are not
1476 waiting to be picked up will not have barocdes or call numbers.
1478 From here you can manage the patron's holds: change the pickup library,
1479 cancel or suspend holds.
1483 You will only be able to suspend holds if the :ref:`SuspendHoldsIntranet`
1484 system preference is set to "Allow".
1488 If, when suspending a hold, you want to be able to set a date at which to
1489 automatically resume the hold, set the :ref:`AutoResumeSuspendedHolds`
1490 system preference to "Allow" and make sure the :ref:`unsuspend_holds cron
1491 job <unsuspend-holds-label>` is activated.
1494 '''''''''''''''''''''''''''''''''''''''''''''
1496 If the :ref:`ArticleRequests` system preference is enabled, and the circulation
1497 rules allow it, the patrons will be able to request articles, either through the
1498 OPAC or in the staff interface.
1500 The details of the patron's request, and its status, are visible in this
1506 ''''''''''''''''''''''''''''''''''''''''''''
1508 The Restrictions tab will show for all patrons. If the patron has no
1509 restrictions you will see that on the tab.
1513 If the patron has restrictions on their account the tab will show the
1514 number and the description.
1516 There are four kinds of restrictions:
1522 Using the 'Add manual restriction' button you can add a restriction to
1523 the patron record from here. This can be used for any type of restriction
1524 you need to put manually on a patron record.
1530 The overdues restrictions are automatically set when overdue notices are sent
1531 if you specified you wanted the patron restricted in the
1532 :ref:`Overdue notice/status triggers tool <overdue-notice/status-triggers-label>`.
1534 This restriction will not be removed automatically when the overdue items are
1535 returned unless the :ref:`AutoRemoveOverduesRestrictions` system preference
1538 In the :ref:`circulation rules <circulation-and-fine-rules-label>`, you can choose
1539 to fine users by suspending them instead of (or in addition to) fining them money.
1540 In that case, returning an overdue document will trigger a suspension restriction.
1542 Patrons may also be restricted if you have issued a :ref:`discharge <patron-
1543 discharges-label>` for them. Once the discharge is validated, the patron is
1544 automatically restricted.
1546 Restrictions on a patron record will block checkouts. In fact,
1547 a message will appear in red when going to the checkout page.
1551 Restrictions may also prevent renewing items if the :ref:`RestrictionBlockRenewing`
1552 system preference is set to 'block'.
1554 On the OPAC, patrons will get a message saying their account is frozen. They will
1555 not be able to place holds from the OPAC.
1557 If you have patrons that have more than one restriction, you can choose to
1558 cumulate their restriction periods or not through the :ref:`CumulativeRestrictionPeriods`
1563 If you want to restrict patrons from doing various actions if their record
1564 is not pristine, check the following system preferences:
1566 - Set the :ref:`OverduesBlockCirc` system preference to 'Block' to prevent
1567 patrons who have overdue materials from checking out other materials.
1568 - Set the :ref:`OverduesBlockRenewing` system preference to 'block renewing
1569 for all the patron's items' or 'block renewing only for this item' to prevent
1570 patrons who have overdue materials from renewing their loans.
1571 - Enter values in the :ref:`noissuescharge` and :ref:`NoIssuesChargeGuarantees`
1572 system preferences in order to block checking out to patrons who have more
1573 than a certain amount in fines or to patrons whose guarantees owe more than
1575 - Enter a value in the :ref:`maxoutstanding` system preference to prevent
1576 patron from placing holds on the OPAC if they owe more than a certain amount.
1577 - Enter a value in the :ref:`OPACFineNoRenewals` system preference to prevent
1578 patron who owe more than a certain amount to renew their loans from the OPAC.
1579 - Set the :ref:`BlockExpiredPatronOpacActions` system preference to 'Block' if
1580 you want to prevent patron whose membership has expired to place hold or
1581 renew their loans from the OPAC.
1585 '''''''''''''''''''''''''''''''''''''''''''
1587 If you use :ref:`patron clubs <Patron-clubs-label>`, patrons will have a tab
1588 in their record indicating which club they are enrolled in, if any.
1596 ~~~~~~~~~~~~~~~~~~~~~~~~
1598 The patron's complete accounting history will appear on the Fines tab.
1599 Contrary to its name, the Fines tab does not just show fine data, it
1600 also shows membership fees, rental fees, reserve fees and any other
1601 charge you may have for patrons.
1605 The table will show you the following columns:
1607 - Date: the date the charge/payment was posted
1609 - In the case of fines this will be the last day that the fine was
1612 - Description: a description of the charges including the due date for
1613 overdue items and a link to the item record where one is available
1615 - Note: any notes about this charge/payment
1617 - If you're allowing patrons to pay fines via the OPAC with PayPal
1618 (:ref:`EnablePayPalOpacPayments <enablepaypalopacpayments-&-paypalsandboxmode-label>`) you
1619 will see a Note that says 'PayPal' for items paid this way
1623 - Amount: the total amount of the payment or charge
1625 - Outstanding: the amount still due on charge
1627 - The ability to reverse a payment
1629 - The ability to void a payment
1631 - A link to print a receipt for that line item
1633 At the top of the table you can click the 'Filter paid transaction' to
1634 hide all completed transaction and above that you can use the search box
1635 to find a specific charge or payment.
1637 .. _charging-fines/fees-label:
1640 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1642 Most fees and fines will be charged automatically if the :ref:`fines cron
1643 job <fines-label>` is running:
1645 - Fines will be charged based on your :ref:`Circulation & fines
1646 rules <circulation-and-fine-rules-label>`
1648 - Hold fees will be charged based on the rules you set in the :ref:`Patron
1649 types & categories <patron-categories-label>` administration area
1651 - Rental fees will be charged based on the settings in your :ref:`Item
1652 iypes <item-types-label>` administration area
1654 - Marking an item 'Lost' via the cataloging module will automatically
1655 charge the patron the replacement cost for that item
1657 .. _pay/reverse-fines-label:
1660 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1662 Each line item can be paid in full (or written off) using the 'Pay
1667 - Each line item can be paid in full, partially paid, or written off.
1669 - Pay a fine in full
1671 - If you have a note about the payment please type that first then
1674 - Click "Pay" next to the fine you want to pay in full
1676 - The full amount of the fine will be populated for you in the
1677 "Collect from patron" box
1679 - If one or more values are defined under the PAYMENT\_TYPE authorized value
1680 category a dropdown selection box will be displayed to specify a custom
1687 - The fine will be removed from outstanding fines, and displayed as
1690 - Pay a partial fine
1692 - Click "Pay" next to the fine you want to partially pay
1694 - Enter the amount you are collecting from the patron in the
1695 "Collect from patron" box
1701 - The fine will be updated to show the original amount, and the
1702 current amount outstanding
1704 - Pay an amount towards all fines
1706 - Click the "Pay amount" button
1708 - Enter the amount you are collecting from the patron in "Collect
1709 from patron." The sum of all fines is shown in "Total amount
1716 - The fine totals will be updated with the payment applied to oldest
1719 - Pay selected fines
1721 - Check the selection boxes next to the fines you wish to pay, click
1726 - Enter an amount to pay towards the fines.
1732 - The fine totals will be updated with the payment applied to the
1733 oldest selected fines first.
1735 - Writeoff a single fine
1737 - Click "Writeoff" next to the fine you wish to writeoff.
1739 - A confirmation box will appear to specify a total amount to writeoff.
1740 This box allows a partial writeoff of fines.
1742 - The fine will be removed from outstanding fines, and displayed as
1745 - Writeoff selected fines
1747 - Check the selection boxes next to the fines you wish to pay, click "Writeoff selected".
1751 - The fine will be removed from outstanding fines, and displayed as written off.
1753 - Writeoff all fines
1755 - Click the "Writeoff all" button
1757 - All fines will be removed from outstanding fines, and displayed as
1760 - If you accidentally mark and item as paid, you can reverse that line
1761 item by clicking 'Reverse' to the right of the line
1765 - Once clicked a new line item will be added to the account, showing
1766 the payment as reversed
1772 - You can enable email receipts for payment and writeoff transactions
1773 with the :ref:`UseEmailReceipts` system preference.
1775 .. _creating-manual-invoices-label:
1777 Creating manual invoices
1778 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1780 For fees that are not automatically charged, librarians can create a
1785 - First choose the type of invoice you would like to create
1787 - To add additional values to the manual invoice type pull down
1788 menu, add them to the `MANUAL\_INV <#manualinvvals>`__ authorized
1793 The value set as the authorized value for the MANUAL\_INV
1794 authorized value category will appear as the description and
1795 the authorized value description will be used as the amount.
1797 - If the fee is associated with an item you can enter its barcode so
1798 that the line item shows a link to that item
1800 - The description field is where you will enter the description of the
1803 - In the amount field, do not enter currency symbols, only numbers and
1806 .. _creating-manual-credits-label:
1808 Creating manual credits
1809 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1811 Manual credits can be used to pay off parts of fines, or to forgive a
1816 - First choose the type of credit you'd like to apply
1818 - If this credit is associated with an item you can enter that item's
1819 barcode so that the line item links to the right item
1821 - The description field is where you will enter the description of the
1824 - In the amount field, do not enter currency symbols, only numbers and
1827 .. _printing-invoices-label:
1830 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1832 To the right of each account line there is a print link. Clicking that
1833 link will print an invoice for the line item that includes the date and
1834 description of the line item along with the total outstanding on the
1839 .. _routing-lists-label:
1842 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1844 A list of all of the serial routing lists the patron belongs to will be
1845 accessible via the 'Routing lists' tab on the patron record.
1849 On this tab you will be able to see and edit all of the routing lists
1850 that this patron is on.
1854 .. _circulation-history-label:
1857 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1859 The circulation history tab will appear if you have set the
1860 :ref:`intranetreadinghistory` preference to allow
1861 it to appear. If you have the :ref:`OPACPrivacy` system
1862 preference set to 'Allow' and the patron has decided that the library
1863 cannot keep this information this tab will only show currently checked
1868 If you would like to export a list of barcodes for the items checked in
1869 today you can find that option under the More menu on the top right of
1874 This will generate a text file with one barcode per line.
1876 .. _modification-log-label:
1879 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1881 If you have set your :ref:`BorrowersLog` to track changes
1882 to patron records, then this tab will appear. The Modification log will
1883 show when changes were made to the patron record. If you also have
1884 turned on the :ref:`IssueLog` and :ref:`ReturnLog`
1885 you will see checkins and outs on this screen as well.
1889 - The Librarian field shows the patron number for the librarian who
1892 - The module lists 'MEMBERS' for the patron module
1894 - The action will tell you what action was being logged
1896 - The Object field lists the borrowernumber that is being modified (in
1897 the example above, it was my changing my own record)
1902 ~~~~~~~~~~~~~~~~~~~~~~~~~
1904 The `patron's messaging preferences <#setpatronmessaging>`__ are set
1905 when :ref:`adding <add-a-new-patron-label>` or :ref:`editing <editing-patrons-label>` the
1906 patron. This tab will show the messages that have been sent and those
1907 that are queued to be sent:
1911 Clicking on the message title will expand the view to show you the full
1912 text of the message that was sent.
1916 If the message has a status of sent or failed you will have the option
1917 to 'resend' the message to the patron by clicking the 'resend' button
1918 found under the status.
1922 .. _statistics-label:
1925 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1927 Depending on what you set for the values of your
1928 :ref:`StatisticsFields` system preference, you can see
1929 statistics for one patron's circulation actions.
1936 ~~~~~~~~~~~~~~~~~~~~~~~~
1938 If you set the :ref:`EnableBorrowerFiles` preference
1939 to 'Do' the Files tab will be visible on the patron information page.
1943 From here you can upload files to attach to the patron record.
1947 All files that are uploaded will appear above a form where additional
1948 files can be uploaded from.
1952 .. _purchase-suggestions-label:
1954 Purchase suggestions
1955 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1957 If the patron has made any purchase suggestions you will see a purchase
1958 suggestions tab on the patron record.
1962 From here you can see all suggestions made by the patron and their
1963 status, you can also create a purchase suggestion on the patron's behalf
1964 by clicking the 'New purchase suggestion' button at the top.
1966 Learn more about :ref:`purchase suggestions <purchase-suggestions-label>` in the
1967 `Acquisitions <#acqmodule>`__ chapter of this manual.
1969 .. _patron-discharges-label:
1972 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1974 A discharge is a certificate that says the patron has no current
1975 checkouts, no holds and owe no money. To enable this opti`on on the
1976 patron record you need to set the :ref:`useDischarge`
1977 system preference to 'Allow'.
1981 In France a "quitus" ("discharge") is needed if you want to register
1982 for an account in a library or a university.
1986 Academic libraries often require that you have a clear record at the
1987 library before you can graduate.
1989 Patrons can :ref:`request discharges via the OPAC <ask-for-a-discharge-label>`. Any
1990 pending discharges will be listed below the menu buttons on the main
1995 Clicking the pending requests will open a screen where you can allow
2000 To generate a discharge for a specific patron click the 'Discharge' tab
2001 on the left of the patron record
2005 If the patron can have a discharge generated then it will have a button
2006 that says 'Generate discharge'
2010 If not then you'll see an error explaining why you can't discharge the
2015 Once the letter is generated you will have a PDF to download
2021 You can style the PDF using the :ref:`NoticeCSS`
2024 The patron will have a restriction added to their account
2028 And a history of discharges will be added to the 'Discharge'
2033 .. _housebound-patrons-label:
2036 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
2038 There are three roles a patron can have in regard to housebound
2039 circulation: borrower, chooser or deliverer.
2043 In order to use the housebound module, the :ref:`HouseboundModule`
2044 and :ref:`ExtendedPatronAttributes` system preferences must be
2047 .. _housebound-chooser-label:
2050 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
2052 If you have enabled the housebound module, with the
2053 :ref:`HouseboundModule` system preference, you will see that
2054 patrons now have a new section in their record called 'Housebound
2059 Click the 'Add' button to mark this
2060 patron as a 'Chooser'.
2064 The chooser is in charge of choosing the materials for the
2067 .. _housebound-deliverer-label:
2070 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
2072 In the 'Housebound roles', click the 'Add' button to mark
2073 this patron as a 'Deliverer'.
2077 The deliverer is in charge of delivering the chosen materials
2078 to the housebound patron on a specific day at a specific time.
2080 .. _housebound-borrower-label:
2082 Housebound borrowers
2083 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
2085 To create a housebound profile for an housebound patron, click on
2086 the 'Housebound' tab in their record.
2090 From there, you can edit their housebound profile information.
2094 - Delivery day: choose which day (or 'Any') the patron prefers to
2095 receive their delivery.
2097 - Frequency: choose the frequency at which they want to receive
2102 The frequencies are managed through the HSBND\_FREQ list of
2103 :ref:`authorized values <existing-values-label>`.
2105 - Preferred materials: enter notes that will help the chooser
2106 choose appropriate documents for the housebound patron.
2108 For example: books, dvds, magazines, etc.
2110 - Subjects: if the housebound patron has a preference for
2111 particular subjects, enter it here. This will help the
2112 chooser choose interesting documents for the patron.
2114 For example: romance, cookbooks, thrillers, etc.
2116 - Authors: if the housebound patron has favorite authors,
2119 For example: Danielle Steel, James Patterson, etc.
2121 - Referral: if the housebound patron has a referral, enter
2124 - Notes: enter any other notes that may help the chooser or
2127 Click the 'Save changes' button to save the housebound profile.
2129 .. _housebound-deliveries-label:
2131 Coordinating deliveries
2132 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
2134 To plan visits, go to the housebound patron's record.
2136 In their housebound tab, you will be able to create deliveries.
2140 Click on 'Add a new delivery'.
2144 Fill out the information :
2146 - Date: Enter the date of the delivery.
2148 - Time: Select a time of day for the delivery. The choices are
2149 morning, afternoon, or evening.
2151 - Chooser: Select a chooser who will be in charge of selecting
2152 the materials for this housebound patron.
2154 - Deliverer: Select a deliverer who will be in charge of picking
2155 up the materials and bringing them over to the housebound
2160 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.
2162 .. _patron-search-label:
2165 ---------------------------------
2167 Clicking on the link to the Patron module will bring you to a
2168 search/browse screen for patrons. From here you can search for a patron
2169 by any part of their name or their card number.
2173 Clicking the small plus sign [+] to the right of the search box will
2174 open up an advanced patron search with more filters including the
2175 ability to limit to a specific category and/or library.
2179 You can also filter your patron results using the search options on the
2180 left hand side of the page.
2184 Depending on what you have chosen for the 'Search fields' you can search
2185 for patrons in various different ways.
2191 - Enter any part of their name, username, email address or barcode
2195 - Enter any part of their email address and choose 'Contains'
2196 instead of 'Starts with'
2200 - Enter the Koha borrower number
2204 - Enter the phone number exactly as it is in the system or by using
2205 spaces between each batch of numbers.
2207 - Example: To find (212) 555-1212 you can search for it exactly as
2208 it was entered or by searching for 212 555 1212
2212 - Enter any part of the patron's address (includes all address
2213 fields) and choose 'Contains' instead of 'Starts with' to find the
2214 string anywhere in the address
2218 - Birth dates should be entered using the format set forth in the
2219 :ref:`dateformat` preference.
2223 - This is a custom field that libraries can use for any type of data
2228 - This is a custom field that libraries can use for any type of data
2231 You can also choose to either search for fields that start with the
2232 string you entered or contain the string. Choosing 'Contains' will work
2233 like a wildcard search.
2237 You can also browse through the patron records by clicking on the linked
2238 letters across the top.