1 .. include:: images.rst
8 Before importing and/or adding patrons be sure to set up your :ref:`patron
9 categories <patron-categories-label>`.
11 .. _add-a-new-patron-label:
14 ------------------------------------
16 Patrons are added by going to the 'Patrons' module.
18 - *Get there:* Patrons
20 Once there you can add a new patron.
26 - The fields that appear on the patron add form can be controlled by
27 editing the :ref:`BorrowerUnwantedField` system
30 - First enter the identifying information regarding your patron
34 - Required fields are defined in the
35 :ref:`BorrowerMandatoryField` system
38 - Salutation is populated by the
39 :ref:`BorrowersTitles` system preference
43 If you'd like to prevent full names from printing on
44 :ref:`slips <notices-and-slips-label>` and you're not using the Initials or
45 Other name fields for anything else, you can use them for
46 shortened versions of the name to then be printed on the slip.
56 Then on the slip you can have it print the
57 <<borrowers.initials>> instead of the full name (NCE).
59 Or you could do something like this:
67 Then on the slip you can have it print the
68 <<borrowers.initials>>, <<borrowers.firstname>> instead of the
69 full name (E, Nicole).
71 - Next enter the contact information
75 - For contact information, note that the primary phone and email
76 addresses are the ones that appear on notices and slips printed
77 during circulation (receipts, transfer slips and hold slips). The
78 primary email is also the one that overdue notices and other
81 - If this patron is a child, you will be asked to attach the child
82 patron to an adult patron
86 - Click 'Set to patron' to search your system for an existing patron
88 - If the Guarantor is not in the system, you can enter the first and
89 last name in the fields available
91 - The relationships are set using the
92 :ref:`borrowerRelationship` system preference
94 - If this patron is a professional, you will be asked to attach the
95 patron to an organizational patron
99 - Click 'Set to patron' to search your system for an existing patron
101 - Each patron can have an alternate contact
105 - An alternate contact could be a parent or guardian. It can also be
106 used in academic settings to store the patron's home address.
108 - The library management section includes values that are used within
113 - The card number field is automatically calculated if you have the
114 :ref:`autoMemberNum` system preference set that way
118 For a newly installed system this preference will start at
119 1 and increment by 1 each time after. To have it start with
120 the starting number of your barcodes, enter the first
121 barcode by hand in the patron record and save the patron.
122 After that the field will increment that number by 1.
124 - If you accidentally chose the wrong patron category at the
125 beginning you can fix that here
127 - Sort 1 and 2 are used for statistical purposes within your library
129 - 'Check for previous checkouts' is used to set the patron's personal preference
130 regarding checking their circulation history to see if they have borrowed this
131 item in the past. This overrides the setting of the :ref:`patron category
132 <adding-a-patron-category-label>` and of the :ref:`CheckPrevCheckout` system preference.
134 - Next, the library set-up section includes additional library settings
138 - The registration date will automatically be filled in with today's
141 - If your patron cards expire (based on your :ref:`patron category
142 settings <patron-categories-label>`) the expiry date will automatically be
145 - The OPAC note is a note for the patron - it will appear in the
146 OPAC on the patron's record
148 - The Circulation note is meant solely for your library staff and
149 will appear when the circulation staff goes to check an item out
154 - The Staff/OPAC asks for the username and password to be used by
155 the patron (and/or staff member) to log into their account in the
156 OPAC and for staff to log in to the staff client.
158 - Staff will only be able to use this log in info to log in to
159 the staff client if they have the :ref:`necessary
160 permissions <patron-permissions-label>`.
162 - If you have set :ref:`additional patron
163 attributes <patron-attribute-types-label>` up, these will appear next
167 - Finally, if you have
168 :ref:`EnhancedMessagingPreferences` set
169 to 'allow,' you can choose the messaging preferences for this patron.
175 - Advanced notice: A notice in advance of the patron's items
176 being due (the patron can choose the number of days in advance)
178 - Item checkout: A notice that lists all the of the items the
179 patron has just checked out and/or renewed, this is an
180 electronic form of the checkout receipt
182 - Hold filled: A notice when you have confirmed the hold is
183 waiting for the patron
185 - Item due: A notice on the day and item is due back at the
188 - Item check-in: A notice that lists all the of the items the
189 patron has just checked in
191 - Patrons can choose to receive their notices as a digest by
192 checking the 'Digest only?' box along with the delivery method. A
193 digest is a combination of all the messages of that type (so all
194 items due in 3 days in one email) in to one email instead of
195 multiple emails for each alert.
199 These preferences will override any you set via the :ref:`patron
200 categories <adding-a-patron-category-label>`
204 These preference can be altered by the patron via the OPAC
206 - Once finished, click 'Save'
208 If the system suspects this patron is a duplicate of another it will
215 A duplicate patron is detected if first and last names match and
216 there is no date of birth populated or if first name, last name and
217 date of birth fields are all populated. If two patrons have matching
218 names, but one has a date of birth and the other does not they will
219 not match as duplicates.
221 If you have set a minimum or upper age limit on the patron category and
222 are requiring that the birth date be filled in, Koha will warn you if
223 the patron you're adding is too old or young for the patron category you
228 .. _quick-add-patron-label:
231 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
233 If your circulation desk is very busy and you want to register patron quickly,
234 you can use the 'quick add' feature. It's a shortened version of the add
235 patron form with only a couple of necessary fields to fill out.
237 This feature uses two system preferences: :ref:`BorrowerMandatoryField`
238 and :ref:`PatronQuickAddFields`. These are the two system preferences that
239 control which fields are in the quick add form.
241 To quick add a patron, go to the Patrons module
243 - *Get there:* Patrons
245 Click on the 'Quick add new patron' button.
247 You will be asked to choose a patron category.
249 Then, you will be presented with a shortened form.
253 Once the form is filled out, click on 'Save'.
255 If you need to access the full form, you can click on 'Show full form'
256 above the 'Save' button.
258 .. _add-a-staff-patron-label:
261 ----------------------------------------
263 All staff members must be entered into Koha as patrons of the 'Staff'
264 type. Follow the steps in :ref:`Add a Patron <add-a-new-patron-label>` to add a
265 staff member. To give the staff member permissions to access the staff
266 client, follow the steps in :ref:`patron permissions <patron-permissions-label>`
270 Remember to assign your staff secure usernames and passwords since
271 these will be used to log into the staff client.
273 .. _add-a-statistical-patron-label:
275 Add a statistical patron
276 ----------------------------------------------
278 One way to track use of in house items is to "check out" the materials
279 to a statistical patron. The "check out" process doesn’t check the book
280 out, but instead tracks an in house use of the item. To use this method
281 for tracking in house use you first will need a :ref:`patron
282 category <patron-categories-label>` set up for your statistical patron.
286 Next, you will need to create a new patron of the statistical type.
290 Next, follow the steps put forth in the ':ref:`Add a new
291 patron <add-a-new-patron-label>`' section of this manual. Since this patron is
292 not a real person, simply fill in the required fields, the correct
293 library and nothing else.
295 To learn about other methods of tracking in house use visit the
296 :ref:`tracking inhouse use <tracking-in-house-use-label>` section of this manual.
298 .. _duplicate-a-patron-label:
301 -----------------------------------------
303 Sometimes when you're adding a new family to your system you don't want
304 to type the contact information over and over. Koha allows for you to
305 duplicate a patron and change only the parts you want to (or need to)
308 - Open the patron you want to use as your base (the patron you want to
309 duplicate information from)
311 - Click the 'Duplicate' button at the top of their record
315 - All of the fields with the exception of first name, card number,
316 username and password have been duplicated. Fill in the missing
317 pieces and click 'Save'
323 Clicking in a field that is already populated with data will
324 clear that field of all information (making it easier for you
325 to type in something different)
327 - You will be brought to your new patron
331 .. _add-patron-images-label:
334 ----------------------------------------
336 If you would like you can add patron images to help identify patrons. To
337 enable this feature you must first set the
338 :ref:`patronimages` preference to 'Allow'.
340 If the preference is set to 'Allow' you will see a placeholder image
341 under the patron's name and box to upload a patron image below the basic
346 In the 'Upload patron image' box click 'Browse' to find the image on
347 your computer and 'Upload' to load the image on to the patron record.
353 There is a limit of 100K on the size of the picture uploaded and it
354 is recommended that the image be 200x300 pixels, but smaller images
357 .. _editing-patrons-label:
360 ----------------------------------
362 Patrons in Koha can be edited using one of many edit buttons.
364 - To edit the entire patron record simply click the 'Edit' button at
365 the top of the patron record.
369 - Patron passwords are not recoverable. The stars show on the patron
370 detail next to the password label are always there even if a password
371 isn't set. If a patron forgets their password the only option is to
372 reset their password. To change the patron's password, click the
373 'Change password' button.
377 - Koha cannot display existing passwords as they are encrypted in the
378 database. Leave the field blank to leave password unchanged.
380 - This form can automatically generate a random password if you
381 click the link labeled "Click to fill with a randomly generated
382 suggestion. Passwords will be displayed as text."
384 - To edit a specific section of the patron record (for example the
385 'Library use' section) click the 'Edit' button beside the section.
389 - A patron image can be added by browsing for the image on your machine
390 from the 'Manage patron image' section.
394 - This form will not appear if you have the
395 :ref:`patronimages` system preference to not allow
398 - To add patron images in bulk, use the :ref:`Upload patron
399 images <upload-patron-images-label>` tool.
401 - Patrons can also be blocked from checking items out by setting Patron
406 - If you would like your circulation staff to confirm a patron's
407 address before checking items out to the patron, you can see the
408 'Gone no address' flag
412 - If the patron reports that they have lost their card you can set
413 the 'Lost card' flag to prevent someone else from using that card
418 - If you would like to bar a patron from the library you can add a
425 This flag can automatically be set with the :ref:`Overdue/notice
426 status triggers <overdue-notice/status-triggers-label>`
428 - If you enter in a date and/or note related to the restriction you
429 will see that in the restricted message as well
433 - Children patrons do not become adults automatically in Koha unless
434 you have :ref:`Juvenile to adult cron job <cron-update-child-to-adult-patron-type-label>` running. To
435 upgrade a child patron to and adult patron category manually go to
436 the 'More' menu and choose 'Update child to adult patron'
440 - You will then be presented with a pop up window asking which one
441 of your adult patron categories this Child should be updated to
445 .. _renew-patron-account-label:
448 ----------------------------------
450 When renewing a patron account you can either edit the the expiry date
451 manually in the patron record or use the 'Renew patron' option from the
452 More menu in the toolbar at the top.
456 Using the latter the new expiry date will be calculated using the
457 enrollment period configured for the patron category of the user.
458 The system preference :ref:`BorrowerRenewalPeriodBase` determines if
459 the new expiry date will be calculated from the current date or from the
462 One advantage of using the 'Renew patron' option is that it will be logged
463 as a membership renewal in the action_logs table and be visible as such
464 when using the :ref:`Log viewer <log-viewer-label>` or the
465 :ref:`Modificaton log <modification-log-label>` from the patron account.
467 The renewal date of the patron account will be visible on the details tab.
471 .. _managing-patron-self-edits-label:
473 Managing patron self edits
474 --------------------------------------------------
476 If you are allowing patrons to edit their accounts via the OPAC with the
477 :ref:`OPACPatronDetails` preference then you will need
478 to approve all changes via the staff client before they're applied. If
479 there are patron edits awaiting action they will appear on the staff
480 client dashboard below the modules list (along with other items awaiting
487 Superlibrarians will see modifications for any branch, other staff
488 will only see modifications for patrons who belong to their logged
491 When you click the 'Patrons requesting modifications' link you will be
492 brought to a list of patrons with requested changes.
496 From here you can 'Approve' and apply the changes to the patron record,
497 'Delete' and remove the changes or 'Ignore' and keep the changes pending
500 If you would like to see the entire patron record you can click the
501 'Patron details' links to the right of the buttons. This will open in a
504 Merging patron records
505 -----------------------------------
507 If you accidentally end up with one patron with two cards it is possible
508 to merge their records together so that you don't lose their loan history
511 - In the patron list, check the boxes next to the records you want to
512 merge and click on the 'Merge selected patrons' button.
518 It is possible to merge more than two records at a time.
520 - Select the patron record you want to keep and click on the 'Merge
525 The checkouts and statistics will be transferred to the right record and
526 the other one will be deleted.
530 .. _patron-permissions-label:
533 -------------------------------------------
535 Patron permissions are used to allow staff members access to the staff
540 In order for a staff member to log into the staff interface they
541 must have (at the very least) 'catalogue' permissions which allow
542 them to view the staff interface.
544 .. _setting-patron-permissions-label:
546 Setting patron permissions
547 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
549 - On the patron record click 'More' and choose 'Set permissions' to alter
554 - You will be presented with a list of preferences, some of which can
555 be expanded by clicking the 'Show details' link on the right
560 - In all cases, if the parent permission is checked, the user has all the
561 child permissions. If you want to set permissions on a more granular level,
562 expand the section and only check the permissions you want that user to
566 .. _patron-permissions-defined-label:
568 Patron permissions defined
569 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
571 - Access to all librarian functions (superlibrarian)
575 With this selected there is no need to choose any other
578 - Check out and check in items (circulate)
580 - Remaining circulation permissions (circulate\_remaining\_permissions)
582 - This permission grants all circulation rights except those covered by
583 permissions listed below
585 - Force checkout if a limitation exists (force\_checkout)
587 - With this permission a staff member will be allowed to override a
588 check out restriction in the following cases:
592 - the item is issued to another patron
594 - the item is not for loan
596 - the patron has overdue items
600 - the item is a high demand item
602 - the item is on hold
604 - Mark checkout notes as seen\/not seen (manage\_checkout\_notes)
606 - The permission to manage the checkout notes written by users
609 - Manage restrictions for accounts (manage\_restrictions)
611 - Grants permission to the staff member to lift a restriction that
612 might be on the patron's record
614 - Execute overdue items report (overdues\_report)
616 - The permission to run the overdues reports found under Circulation
618 - Override blocked renewals (override\_renewals)
620 - With this permission, a staff member can override renewals if there
623 - Requires that the staff member also has
624 circulate\_remaining\_permissions
626 - Staff access, allows viewing the catalogue in staff client (catalogue)
627 **Required for staff login.**
631 Must be given to all staff members to allow them to login
632 to the staff interface
634 - Manage Koha system settings (Administration panel) (parameters)
636 - Manage account debit and credit types (manage\_accounts)
638 - This gives access to the :ref:`debit types section <debit-types-label>`
640 - Manage additional fields for baskets or subscriptions (manage\_additional
643 - This gives access to the :ref:`additional fields section <additional-
648 This permission requires that the staff member also have the 'Edit
649 an existing subscription' permission from the 'Manage serial
650 subscriptions' section and the 'Manage basket and order lines'
651 permission from the 'Acquisition and\/or suggestion management' section
653 - Manage audio alerts (manage\_audio\_alerts)
655 - The ability to access the :ref:`audio alerts <audio-alerts-label>`
656 configuration in the administration module.
658 - Manage authorized value categories and authorised values (manage\_auth\_
661 - The ability to access the :ref:`auhorized values <authorized-values-label>`
662 configuration in the administration module.
664 - Manage circulation rules (manage\_circ\_rules)
666 - The ability to access the :ref:`circulation and fines rules
667 <circulation-and-fines-rules-label>` configuration in the
668 administration module.
670 - Manage circulation rules form any library (manage\_circ\_rules\_from\_
673 - If not set the logged in user can only edit circulation rules from
676 - The staff member still has to have the 'Manage circulation rules'
679 - Manage cities and towns (manage\_cities)
681 - The ability to access the :ref:`cities and towns <cities-and-towns-label>`
682 configuration in the administration module.
684 - Manage classification sources and filing rules (manage\_classifications)
686 - The ability to access the :ref:`classification sources
687 <classification-sources-label>` configuration in the administration
690 - Manage column configuration (manage\_column\_config)
692 - The ability the access the :ref:`configure columns <column-settings-label>`
693 page in the administration module.
695 - Manage Did you mean? configuration (manage\_didyoumean)
697 - The ability to access the :ref:`Did you mean? <did-you-mean?-label>`
698 configuration in the administration module.
700 - Manage item circulation alerts (manage\_item\_circ\_alerts)
702 - The ability to access the :ref:`item circulation alerts <item-circulation-alerts-label>`
703 configuration in the administration module.
705 - Manage item search fields (manage\_item\_search\_fields)
707 - The ability to access the :ref:`item search fields <item-search-fields-label>`
708 configuration in the administration module.
710 - Manage item types (manage\_itemtypes)
712 - The ability to access the :ref:`item types <item-types-label>`
713 configuration in the administration module.
715 - Manage keyboard shortcuts for the advanced cataloging editor (manage\_
718 - The ability to access the keyboard shortcuts configuration in the
719 administration module
721 - Manage libraries and library groups (manage\_libraries)
723 - The ability to access the :ref:`libraries <libraries-label>` and
724 :ref:`library groups <library-groups-label>` configuration pages
725 in the administration module.
727 - Manage Mana KB content sharing (manage\_mana)
729 - The ability to access the :ref:`share content with Mana KB
730 <share-with-mana-kb-label>` in the administration module
732 - Manage MARC bibliographic and authority frameworks and test them
733 (manage\_marc\_frameworks)
735 - The ability to access the
736 :ref:`MARC bibliographic framework <marc-bibliographic-frameworks-label>`,
737 :ref:`authority types <authority-types-label>`,
738 :ref:`Koha to MARC mapping <koha-to-marc-mapping-label>`, and
739 :ref:`MARC Bibliographic framework test <marc-bibliographic-framework-test-label>`
740 configuration areas in the administration module.
742 - Manage record matching rules (manage\_matching\_rules)
744 - The ability to access the :ref:`record matching rules <record-matching-rules-label>`
745 configuration in the administration module.
747 - Manage OAI sets (manage\_oai\_sets)
749 - The ability to access the :ref:`OAI sets <oai-sets-configuration-label>`
750 configuration in the administration module.
752 - Manage extened patron attributes (manage\_patron\_attributes)
754 - The ability to access the :ref:`patron attribute types <patron-attribute-types-label>`
755 configuration in the administration module.
757 - Manage patron categories (manage\_patron\_categories)
759 - The ability to access the :ref:`Patron categories <patron-categories-label>`
760 configuration in the administration module.
762 - Manage search engine configuration (manage\_search\_engine\_config)
764 - The ability to access the Search engine configuraton in the
765 administration module. Note: This area will only be visible when
766 the :ref:`SearchEngine` system preference is set to 'Elasticsearch'.
768 - Manage Z39.50 and SRU server configuration (manage\_search\_targets)
770 - The ability to access the :ref:`Z39.50/SRU servers <z39.50/sru-servers-label>`
771 configuration in the administration module.
773 - Manage SMS cellular providers (manage\_sms_providers)
775 - The ability to access the :ref:`SMS cellular providers
776 <sms-cellular-providers-label>` configuration in the administration
777 module. Note: This area will only be visible when the
778 :ref:`SMSSendDriver` system preference is set to 'Email'.
780 - Manage global system preferences (manage\_sysprefs)
782 - The ability to access the :ref:`global system preferences
783 <administration-system-preferences-label>` in the administration module.
785 - Manage library transfer limits and transport cost matrix (manage\_transfers)
787 - The ability to access the :ref:`library transfer limits <library-transfer-limits-label>`
788 and :ref:`transport cost matrix <transport-cost-matrix-label>`
789 configuration pages in the administration module.
791 - Manage usage statistics settings (manage\_usage\_stats)
793 - The ability to access the :ref:`share your usage statistics <share-anonymous-usage-statistics-label>`
794 configuration in the administration module.
796 - Remaining system parameters permissions (parameters\_remaining\_permissions)
798 - The ability to access all remaining areas in the administration module.
800 - Add, modify and view patron information (borrowers)
802 - Add, modify and view patron information (edit\_borrowers)
804 - The ability to access the Patrons module to view patron files,
805 as well as adding new patrons and editing patron files
807 - View patron infos from any libraries (view\_borrower\_infos\_from\_any\_libraries)
809 - If not set the logged in user will only be able to access patron
810 information from their own library or group of libraries.
812 - Set user permissions (permissions)
814 - The ability to set permissions for other staff members
816 - Place and modify holds for patrons (reserveforothers)
818 - Modify holds priority (modify\_holds\_priority)
820 - Allows staff members to alter the holds priority (moving patrons up
823 - Place holds for patrons (place\_holds)
825 - Allows staff members to place holds in the staff interface
827 - Edit catalog (Modify bibliographic/holdings data) (editcatalogue)
829 - Use the advanced cataloging editor (advanced\_editor)
831 - Grants the ability to use the advanced cataloging editor in the
836 Staff members with this permission need to also have the 'Edit catalog
837 (Modify bibliographic/holdings data)' permission
839 - Delete all items at once (delete\_all\_items)
841 - Ability to use the 'Delete all items' option found under the
842 'Edit' menu in cataloging
844 - Edit catalog (Modify bibliographic/holdings data) (edit\_catalogue)
846 - Ability to access all cataloging functions via the
847 `Cataloging <#cataloging>`__ page
849 - Edit items (edit\_items)
851 - Ability to make :ref:`edits to item/holdings
852 records <editing-items-label>`, but not bibliographic records
854 - Limit item modification to subfields defined in the
855 :ref:`SubfieldsToAllowForRestrictedEditing` system preference
856 (edit\_items\_restricted)
858 - If checked, the staff member will only be able to modify some
863 Please note that the 'Edit items' permission is still required
865 - Fast cataloging (fast\_cataloging)
867 - The ability to catalog using only the :ref:`Fast add
868 framework <fast-add-cataloging-label>` found on the
869 `Circulation <#circulation>`__ page
871 - Manage patrons fines and fees (updatecharges)
873 - Payout credits to patrons (payout)
875 - Grants the ability to reimburse credits to patrons
877 - Remaining permissions for managing fines and fees (remaining\_permissions)
879 - Grant the ability to manage fines and fees other than the actions
880 described in the other subpermissions (paying out credits and writing
883 - Write off fines and fees (writeoff)
885 - Grants the ability to write off patron fees
888 - Acquisition and/or suggestion management (acquisition)
892 All the acquisitions sub-permissions give access to the acquisitions home
893 page. That means that staff who have one or more of the following permissions
894 will be able to view the budgets, search and view vendor information, and
897 - Add and delete funds (but can't modify funds) (budget\_add\_del)
899 - Grants the ability to add and delete funds within a budget
901 - Note that the budget\_manage and budget\_modify permissions are
902 required for this one to work correctly
904 - Manage funds (budget\_manage)
906 - Grants the ability to acces the :ref:`fund administration page <funds-label>`
908 - Note that this only gives viewing access to the page, you will need
909 to give your staff budget\_add\_del and budget\_modify if you want
910 them to be able to make changes to the funds
912 - Manage all funds (budget\_manage\_all)
914 - Grants viewing access to all funds regardless of restrictions on
915 them (owner, user or library restrictions)
917 - Note that the budget\_manage permission is required
919 - Modify funds (can't create lines, but can modify existing ones) (budget\_modify)
921 - Grants the ability to edit fund information and amounts
923 - Note that the budget\_add\_del and budget\_manage permissions are
924 required for this one to work correctly
926 - Manage contracts (contracts\_manage)
928 - Grants the ability to add, edit and delete contracts with vendors
930 - Manage currencies and exchange rates (currencies\_manage)
932 - The ability to access the :ref:`Currencies and exchange rates
933 <currencies-and-exchange-rates-label>` configuration page.
935 - Manage EDIFACT transmissions (edi\_manage)
937 - Grants the ability to access the :ref:`EDI account <edi-accounts-label>`
938 adminitration page, the :ref:`library EANs <library-eans-label>`
939 administration page and access sent :ref:`EDI messages <edifact-messages-label>`
941 - In order to be able to send orders via EDI, your staff member also
944 - Manage basket groups (group\_manage)
946 - Grants the ability to :ref:`create, edit, close and delete basket
947 groups <create-a-basket-group-label>`
949 - Manage baskets and order lines (order\_manage)
951 - Grants the ability to :ref:`place orders <placing-orders-label>`,
952 including creating baskets, adding order lines, closing baskets, etc.
954 - Manage all baskets and order lines, regardless of restrictions on them
957 - Grants the ability to manage all baskets and orders even if they are
958 restricted to the owner, users or library
960 - Note that the order\_manage permission is required
962 - Receive orders and manage shipments (order\_receive)
964 - Grants the ability to create invoices, receive items and claim late
967 - Manage budgets (period\_manage)
969 - Grants access to the :ref:`budget administration page <budgets-label>`
970 and the ability to create, edit and delete budgets
972 - This permission does not give the ability to edit budget funds.
974 - Manage budget plannings (planning\_manage)
976 - Grants the ability to view :ref:`budget planning <budget-planning-label>`
978 - Note that the budget\_manage and the period\_manage permissions are
979 required for this one to work
981 - Manage purchase suggestions (suggestions\_manage)
983 - Grants the ability to :ref:`create and manage purchase suggestions
984 <managing-purchase-suggestions-label>`, including creating new
985 suggestions and changing the suggestions' statuses
987 - Manage vendors (vendors\_manage)
989 - Grants the ability to :ref:`add, edit and delete vendors <vendors-label>`
991 - Note that vendors are used in the acquisition and the serials module.
993 - Use all tools (tools)
995 - Access to the files stored on the server (access\_files)
997 - Access to the :ref:`Upload tool <upload-label>`
999 - Upload patron images in batch or one at a time (batch\_upload\_patron\_images)
1001 - Access to the :ref:`Image upload tool <upload-patron-images-label>`
1003 - Delete old borrowers and anonymize circulation/reading history
1004 (deletes borrower reading history) (delete\_anonymize\_patrons)
1006 - Access to the :ref:`Anonymize patron tool <patrons-anonymize-bulk-delete-label>`
1008 - Define days when the library is closed (edit\_calendar)
1010 - Access to the :ref:`Calendar/holidays tool <calendar-label>`
1012 - Write news for the OPAC and staff interfaces (edit\_news)
1014 - Access to the :ref:`News tool <news-label>`
1016 - Set notice/status triggers for overdue items (edit\_notice\_status\_triggers)
1018 - Access to the :ref:`Overdue notice status/triggers
1019 tool <overdue-notice/status-triggers-label>`
1021 - Define notices (edit\_notices)
1023 - Access to the :ref:`Notices and slips tool <notices-and-slips-label>`
1025 - Perform batch modification of patrons (edit\_patrons)
1027 - Access to the :ref:`Batch patron modification tool <batch-patron-modification-label>`
1029 - Edit quotes for the quote-of-the-day feature (edit\_quotes)
1031 - Access to the :ref:`Quote of the Day (QOTD) Editor <quote-of-the-day-(qotd)-editor-label>`
1033 - Export bibliographic and holdings data (export\_catalog)
1035 - Access to the :ref:`Export data tool <export-data-(marc-and-authorities)-label>`
1037 - Import patron data (import\_patrons)
1039 - Access to the :ref:`Import patrons tool <patron-import-label>`
1041 - Perform inventory of your catalog (inventory)
1043 - Access to the :ref:`Inventory tool <inventory-tool-label>`
1045 - Perform batch deletion of items (items\_batchdel)
1047 - Access to the :ref:`Batch item deletion tool <batch-item-deletion-label>`
1049 - Perform batch modification of items (items\_batchmod)
1051 - Access to the :ref:`Batch item modification tool <batch-item-modification-label>`
1053 - Limit batch item modification to subfields defined in the
1054 SubfieldsToAllowForRestrictedBatchmod preference (items\_batchmod\_restricted)
1056 - Restricts the :ref:`batch item modification <batch-item-modification-label>` tool
1057 to modify only the subfields defined in the
1058 :ref:`SubfieldsToAllowForRestrictedBatchmod` preference
1060 - Please note that items\_batchmod permission is still required
1062 - Create printable labels and barcodes from catalog and patron data
1065 - Access to the :ref:`Patron card creator <patron-card-creator-label>`,
1066 the :ref:`Label creator <label-creator-label>` and the
1067 :ref:`Quick label creator <quick-spine-label-creator-label>` tools
1069 - Manage CSV export profiles (manage\_csv\_profiles)
1071 - Access to the :ref:`CSV profiles tool <csv-profiles-label>`
1073 - Add, edit and delete patron lists and their contents (manage\_patron\_lists)
1075 - Access to the :ref:`Patron lists tool <patron-lists-label>`
1077 - Manage staged MARC records, including completing and reversing imports
1078 (manage\_staged\_marc)
1080 - Access to the :ref:`Manage staged MARC records tool <staged-marc-record-management-label>`
1082 - Manage MARC modification templates (marc\_modification\_templates)
1084 - Access to the :ref:`MARC modification templates tool <marc-modification-templates-label>`
1086 - Moderate patron comments (moderate\_comments)
1088 - Access to the :ref:`Comments tool <comments-label>`
1090 - Moderate patron tags (moderate\_tags)
1092 - Access to the :ref:`Tags tool <tag-moderation-label>`
1094 - Perform batch deletion of records (bibliographic or authority)
1097 - Access to the :ref:`Batch record deletion tool <batch-record-deletion-label>`
1099 - Perform batch modification of records (bibliographic or authorities)
1102 - Access to the :ref:`Batch record modification tool <batch-record-modification-label>`
1104 - Manage rotating collections (rotating\_collections)
1106 - Access to the :ref:`Rotating collections tool <rotating-collections-label>`
1108 - Schedule tasks to run (schedule\_tasks)
1110 - Access to the :ref:`Task scheduler tool <task-scheduler-label>`
1112 - Stage MARC records into the reservoir (stage\_marc\_import)
1114 - Access to the :ref:`Stage MARC records tool <stage-marc-records-for-import-label>`
1116 - Upload any file (upload\_general\_files)
1118 - Access to upload files via the :ref:`Upload tool <upload-label>`
1120 - Upload local cover images (upload\_local\_cover\_images)
1122 - Access to the :ref:`Upload local cover image
1123 tool <upload-local-cover-image-label>` as well as permission to add and
1124 delete local cover images from the record detail page
1126 - Manage uploaded files (upload\_manage)
1128 - Access to uploaded files via the :ref:`Upload tool <upload-label>`
1130 - Note that the upload\_general\_files permission is required for this
1133 - Browse the system logs (view\_system\_logs)
1135 - Access to the :ref:`Log viewer tool <log-viewer-label>`
1137 - Edit authorities (editauthorities)
1139 - Grants the ability to create, edit and delete authority records
1141 - Note that it is possible to search authority records with only the
1142 catalogue permission
1144 - Manage serial subscriptions (serials)
1146 - Check the expiration of a serial (check\_expiration)
1148 - Gives ability to check the :ref:`expiration date of serials
1149 <check-serial-expiration-label>`
1151 - Claim missing serials (claim\_serials)
1153 - Gives the ability to :ref:`claim missing issues <claim-late-serials-label>`
1155 - Create a new subscription (create\_subscription)
1157 - Gives the ability to :ref:`add new subscriptions <add-a-subscription-label>`
1159 - Delete an existing subscription (delete\_subscription)
1161 - Gives the ability to delete serial subscriptions
1163 - Edit an existing subscription (edit\_subscription)
1165 - Gives the ability to :ref:`edit existing serial subscriptions
1166 <edit-subscription-label>`
1168 - This permission does not include the ability to delete or create a
1171 - Serials receiving (receive\_serials)
1173 - Gives the ability to :ref:`receive issues <receive-issues-label>` of
1174 existing subscriptions
1176 - Renew a subscription (renew\_subscription)
1178 - Gives the ability to :ref:`renew serial subscriptions <renewing-serials-label>`
1182 - Gives the ability to manage :ref:`routing lists <create-a-routing-list-label>`
1184 - Manage subscriptions from any branch (superserials)
1186 - This permission is only useful if the :ref:`IndependentBranches`
1187 system preference is used
1189 - Allow access to the reports module (reports)
1191 - Reports found on the :ref:`Circulation page <circulation-reports-label>`
1192 are not controlled by this permission; this only controls access to the
1193 :ref:Reports module <reports-label>`
1195 - Reports in the :ref:`Statistics wizard <statistics-reports-label>` section
1196 and the other reports on the main reports page can be run with any one
1197 of the following permissions. They only affect the SQL reports.
1199 - Create SQL reports (create\_reports)
1201 - The ability to create :ref:`guided reports <guided-report-wizard-label>`
1202 or :ref:`SQL reports <report-from-sql-label>`, but not run saved ones
1204 - Delete SQL reports (delete\_reports)
1206 - The ability to delete saved :ref:`SQL reports <report-from-sql-label>`
1208 - Note that you need execute\_reports in order to be able to delete them
1210 - Execute SQL reports (execute\_reports)
1212 - The ability to :ref:`run custom SQL reports <running-custom-reports-label>,
1213 but not create or edit them
1215 - Allow staff members to modify permissions for other staff members (staffaccess)
1217 - This permission requires the borrowers permission above
1219 - Course reserves (coursereserves)
1221 - Allow access to the :ref:`course reserves module <course-reserves-label>`
1223 - Note that if the :ref:`UseCourseReserves` system preference is not enabled,
1224 these permissions will not have any effect
1226 - Add course reserves (add\_reserves)
1228 - Grants the ability to :ref:`add items to existing courses
1229 <adding-reserve-materials-label>`
1231 - Remove course reserves (delete\_reserves)
1233 - Grant the ability to remove items from existing courses
1235 - Add, edit and delete courses (manage\_courses)
1237 - Grants the ability to :ref:`create, edit and delete courses
1238 <adding-courses-label>`, but not manage the items
1240 - Koha plugins (plugins)
1242 - Note that the :ref:`UseKohaPlugins` system preference needs to be enabled
1243 otherwise, these permissions don't have any effect.
1245 - Configure plugins (configure)
1247 - Gives the ability to run the 'configure' section of a plugin if it has
1250 - Note that the staff member needs either the report permission or the
1251 tool permission (below) in order to be able to access the plugins
1253 - Manage plugins (manage)
1255 - The ability to install or uninstall plugins
1257 - Note that the staff member needs either the report permission or the
1258 tool permission (below) in order to be able to access the plugins
1260 - Use report plugins (report)
1262 - The ability to use report plugins
1264 - Use tool plugins (tool)
1266 - The ability to use tool plugins
1272 All staff have permission to create and modify their own
1273 lists, this permission is only necessary if you'd like to give
1274 a staff member permission to delete public lists that they
1277 - Delete public lists (delete\_public\_lists)
1279 - The ability to delete public lists created by someone else
1281 - Patron clubs (clubs)
1283 - Create and edit clubs (edit\_clubs)
1285 - Create and edit patron clubs using the :ref:`Patron clubs tool <patron-clubs-label>`
1287 - Create and edit club templates (edit\_templates)
1289 - Create and edit club templates using the :ref:`Patron clubs tool <patron-clubs-label>`
1291 - Enroll patrons in clubs (enroll)
1293 - Enroll patrons from the patron file
1295 - The borrowers permissions is required in order to enroll patrons in
1298 - Create and modify interlibrary loan requests (ill)
1300 - Gives access to the :ref:`Interlibrary loan (ILL) module <ill-requests-label>`
1302 - Self check modules (self\_check)
1304 - Log into the self check-in module (self\_checkin\_module)
1308 This permission prevents the patron from using any other OPAC
1311 - Perform self checkout at the OPAC (self\_checkout\_module)
1315 This permission should be used for the patron matching the
1316 :ref:`AutoSelfCheckID <autoselfcheck-preferences-label>`
1319 - Manage :ref:`stockrotation <stock-rotation-label>` operations (stockrotation)
1321 - Add and remove items from rotas (manage_rota_items)
1323 - Staff with only this permission will be able to manage the items in the
1324 rotas, but not the rotas themselves
1326 - Create, edit and delete rotas (manage_rotas)
1328 - Staff with only this permission will be able to manage the rotas, but not
1331 - Cash management (cash_management)
1333 - Add, edit and archive cash registers (manage_cash_registers)
1335 - Staff with this permissions will be able to manage the :ref:`cash
1336 registers in the administration module <cashregisters-label>`
1338 - Access the point of sale page and take payments (takepayment)
1340 - Grants access to the point of sale module
1342 .. _patron-information-label:
1345 -------------------------------------------
1347 When viewing a patron record you have the option to view information
1348 from one of many tabs found on the left hand side of the record.
1350 - *Get there:* Patrons > Browse or search for patron > Click patron
1353 .. _check-out-label:
1356 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1358 For instruction on checking items out, view the :ref:`Checking
1359 out <check-out-(issuing)-label>` section of this manual.
1361 Staff members can access their own check out screen by clicking their
1362 username in the top right of the staff client and choosing 'My
1370 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1374 Staff members can access their own account details by clicking their
1375 username in the top right of the staff client and choosing 'My account'
1379 All patron information will appear in the Details tab. This includes all
1380 the contact information, notes, custom patron attributes, messaging
1381 preferences, etc. entered when adding the patron.
1385 In the case of patrons who are marked as 'Child' or 'Professional' and
1386 their guarantors additional information will appear on their record.
1388 - A child patron will list their guarantor
1392 - On the guarantor's record, all children and/or professionals will be
1397 .. _circulation-summary-label:
1399 If the age of the patron is outside the age range defined in their patron
1400 category a warning will appear on their record.
1405 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1407 Below the patron's information on the details screen is a tabbed display
1408 of the items they have checked out, overdue, and on hold.
1411 ''''''''''''''''''''''''''''''''''''''''''
1413 The first tab shows the items the patron currently has checked out.
1417 Relatives' checkouts
1418 ''''''''''''''''''''''''''''''''''''''''''
1420 If they have family at the library, staff can see what the other family
1421 members have checked out.
1426 '''''''''''''''''''''''''''''''''''''''''
1428 The Fines & charges tab will show for all patrons, even those who
1431 If the patron does owe money to the library, the tab will show the
1432 total amount, without any details. To see the details, go to the
1433 :ref:`fines tabs <fines-label>`.
1438 '''''''''''''''''''''''''''''''''''''''''
1440 If the patron has holds, the number of holds will appear on this tab's
1441 title and the details will appear in the tab.
1447 The barcode and call number will only appear on item-level holds or
1448 holds that have been confirmed. Record-level holds that are not
1449 waiting to be picked up will not have barocdes or call numbers.
1451 From here you can manage the patron's holds: change the pickup library,
1452 cancel or suspend holds.
1456 You will only be able to suspend holds if the :ref:`SuspendHoldsIntranet`
1457 system preference is set to "Allow".
1461 If, when suspending a hold, you want to be able to set a date at which to
1462 automatically resume the hold, set the :ref:`AutoResumeSuspendedHolds`
1463 system preference to "Allow" and make sure the :ref:`unsuspend_holds cron
1464 job <cron-unsuspend-holds-label>` is activated.
1466 .. _article-requests-label:
1469 '''''''''''''''''''''''''''''''''''''''''''''
1471 If the :ref:`ArticleRequests` system preference is enabled, and the circulation
1472 rules allow it, the patrons will be able to request articles, either through the
1473 OPAC or in the staff interface.
1475 The details of the patron's request, and its status, are visible in this
1481 ''''''''''''''''''''''''''''''''''''''''''''
1483 The Restrictions tab will show for all patrons. If the patron has no
1484 restrictions you will see that on the tab.
1488 If the patron has restrictions on their account the tab will show the
1489 number and the description.
1491 There are four kinds of restrictions:
1497 Using the 'Add manual restriction' button you can add a restriction to
1498 the patron record from here. This can be used for any type of restriction
1499 you need to put manually on a patron record.
1505 The overdues restrictions are automatically set when overdue notices are sent
1506 if you specified you wanted the patron restricted in the
1507 :ref:`Overdue notice/status triggers tool <overdue-notice/status-triggers-label>`.
1509 This restriction will not be removed automatically when the overdue items are
1510 returned unless the :ref:`AutoRemoveOverduesRestrictions` system preference
1513 In the :ref:`circulation rules <circulation-and-fines-rules-label>`, you can choose
1514 to fine users by suspending them instead of (or in addition to) fining them money.
1515 In that case, returning an overdue document will trigger a suspension restriction.
1517 Patrons may also be restricted if you have issued a :ref:`discharge <patron-discharges-label>` for them. Once the discharge is validated, the patron is automatically restricted.
1519 Restrictions on a patron record will block checkouts. In fact,
1520 a message will appear in red when going to the checkout page.
1524 Restrictions may also prevent renewing items if the :ref:`RestrictionBlockRenewing`
1525 system preference is set to 'block'.
1527 On the OPAC, patrons will get a message saying their account is frozen. They will
1528 not be able to place holds from the OPAC.
1530 If you have patrons that have more than one restriction, you can choose to
1531 cumulate their restriction periods or not through the :ref:`CumulativeRestrictionPeriods`
1536 If you want to restrict patrons from doing various actions if their record
1537 is not pristine, check the following system preferences:
1539 - Set the :ref:`OverduesBlockCirc` system preference to 'Block' to prevent
1540 patrons who have overdue materials from checking out other materials.
1541 - Set the :ref:`OverduesBlockRenewing` system preference to 'block renewing
1542 for all the patron's items' or 'block renewing only for this item' to prevent
1543 patrons who have overdue materials from renewing their loans.
1544 - Enter values in the :ref:`noissuescharge` and :ref:`NoIssuesChargeGuarantees`
1545 system preferences in order to block checking out to patrons who have more
1546 than a certain amount in fines or to patrons whose guarantees owe more than
1548 - Enter a value in the :ref:`maxoutstanding` system preference to prevent
1549 patron from placing holds on the OPAC if they owe more than a certain amount.
1550 - Enter a value in the :ref:`OPACFineNoRenewals` system preference to prevent
1551 patron who owe more than a certain amount to renew their loans from the OPAC.
1552 - Set the :ref:`BlockExpiredPatronOpacActions` system preference to 'Block' if
1553 you want to prevent patron whose membership has expired to place hold or
1554 renew their loans from the OPAC.
1557 '''''''''''''''''''''''''''''''''''''''''''
1559 If you use :ref:`patron clubs <patron-clubs-label>`, patrons will have a tab
1560 in their record indicating which club they are enrolled in, if any.
1567 ~~~~~~~~~~~~~~~~~~~~~~~~
1569 The patron's complete accounting history will appear on the Fines tab.
1570 Contrary to its name, the Fines tab does not just show fine data, it
1571 also shows membership fees, rental fees, reserve fees and any other
1572 charge you may have for patrons.
1576 The Accounts tab will show you the following columns:
1578 - Date: the date the charge/payment was posted
1580 - In the case of fines this will be the last day that the fine was
1583 - Description: a description of the charges including the due date for
1584 overdue items and a link to the item record where one is available
1586 - Home library: if the charge is linked to a particular item the home library
1589 - Note: any notes about this charge/payment
1591 - If you're allowing patrons to pay fines via the OPAC with PayPal
1592 (:ref:`EnablePayPalOpacPayments <enablepaypalopacpayments-and-paypalsandboxmode-label>`) you
1593 will see a Note that says 'PayPal' for items paid this way
1595 - Amount: the total amount of the payment or charge
1597 - Outstanding: the amount still due on charge
1601 - A link to print a receipt for that line item
1603 - A link to show further details about the charge and any payments that
1606 - A link to void (delete) the payment
1608 At the top of the table you can click the 'Filter paid transaction' to
1609 hide all completed transaction and above that you can use the search box
1610 to find a specific charge or payment.
1612 .. _charging-fines/fees-label:
1615 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1617 Most fees and fines will be charged automatically if the :ref:`fines cron
1618 job <cron-fines-label>` is running:
1620 - Fines will be charged based on your :ref:`circulation and fines
1621 rules <circulation-and-fines-rules-label>`
1623 - Hold fees will be charged based on the rules you set in the :ref:`Patron
1624 types and categories <patron-categories-label>` administration area
1626 - Rental fees will be charged based on the settings in your :ref:`Item
1627 iypes <item-types-label>` administration area
1629 - Marking an item 'Lost' via the cataloging module will automatically
1630 charge the patron the replacement cost for that item
1632 .. _pay/reverse-fines-label:
1635 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1637 Each line item can be paid in full (or written off) using the 'Pay
1642 - Each line item can be paid in full, partially paid, or written off.
1644 - Pay a fine in full
1646 - If you have a note about the payment please type that first then
1649 - Click "Pay" next to the fine you want to pay in full
1651 - The full amount of the fine will be populated for you in the
1652 "Collect from patron" box
1654 - If one or more values are defined under the PAYMENT\_TYPE authorized value
1655 category a dropdown selection box will be displayed to specify a custom
1660 - If the :ref:`UseCashRegisters` system preference is enabled, you will
1661 have a choice of cash register in which to enter the transaction
1665 - The fine will be removed from outstanding fines, and displayed as
1668 - Pay a partial fine
1670 - Click "Pay" next to the fine you want to partially pay
1672 - Enter the amount you are collecting from the patron in the
1673 "Collect from patron" box
1679 - The fine will be updated to show the original amount, and the
1680 current amount outstanding
1682 - Pay an amount towards all fines
1684 - Click the "Pay amount" button
1686 - Enter the amount you are collecting from the patron in "Collect
1687 from patron." The sum of all fines is shown in "Total amount
1694 - The fine totals will be updated with the payment applied to oldest
1697 - Pay selected fines
1699 - Check the selection boxes next to the fines you wish to pay, click
1704 - Enter an amount to pay towards the fines.
1710 - The fine totals will be updated with the payment applied to the
1711 oldest selected fines first.
1713 - Writeoff a single fine
1715 - Click "Writeoff" next to the fine you wish to writeoff.
1717 - A confirmation box will appear to specify a total amount to writeoff.
1718 This box allows a partial writeoff of fines.
1720 - The fine will be removed from outstanding fines, and displayed as
1723 - Writeoff selected fines
1725 - Check the selection boxes next to the fines you wish to pay, click "Writeoff selected".
1729 - The fine will be removed from outstanding fines, and displayed as written off.
1731 - Writeoff all fines
1733 - Click the "Writeoff all" button
1735 - All fines will be removed from outstanding fines, and displayed as written off.
1738 - If you accidentally mark and item as paid, you can reverse that line
1739 item by clicking 'Void' to the right of the line
1743 - Once clicked a new line item will be added to the account showing
1744 the payment as ‘Voided’. The payment line is added back to
1745 the Pay fines tab as an outstanding charge.
1751 - You can enable email receipts for payment and writeoff transactions
1752 with the :ref:`UseEmailReceipts` system preference.
1754 .. _creating-manual-invoices-label:
1756 Creating manual invoices
1757 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1759 For fees that are not automatically charged, librarians can create a
1764 - First choose the type of invoice you would like to create
1766 - To add additional values to the manual invoice type pull down
1767 menu, add them to the :ref:`debit types <add-debit-type-label>`
1768 in the Administration module.
1770 - If the fee is associated with an item you can enter its barcode so
1771 that the line item shows a link to that item
1773 - The description field is where you will enter the description of the
1776 - In the amount field, do not enter currency symbols, only numbers and
1779 .. _creating-manual-credits-label:
1781 Creating manual credits
1782 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1784 Manual credits can be used to pay off parts of fines, or to forgive a
1789 - First choose the type of credit you'd like to apply
1791 - If this credit is associated with an item you can enter that item's
1792 barcode so that the line item links to the right item
1794 - The description field is where you will enter the description of the
1797 - In the amount field, do not enter currency symbols, only numbers and
1800 .. _printing-invoices-label:
1803 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1805 To the right of each account line there is a print link. Clicking that
1806 link will print an invoice for the line item that includes the date and
1807 description of the line item along with the total outstanding on the
1812 .. _routing-lists-label:
1815 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1817 A list of all of the serial routing lists the patron belongs to will be
1818 accessible via the 'Routing lists' tab on the patron record.
1822 On this tab you will be able to see and edit all of the routing lists
1823 that this patron is on.
1827 .. _circulation-history-label:
1830 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1832 The circulation history tab will appear if you have set the
1833 :ref:`intranetreadinghistory` preference to allow
1834 it to appear. If you have the :ref:`OPACPrivacy` system
1835 preference set to 'Allow' and the patron has decided that the library
1836 cannot keep this information this tab will only show currently checked
1841 If you would like to export a list of barcodes for the items checked in
1842 today you can find that option under the More menu on the top right of
1847 This will generate a text file with one barcode per line.
1849 .. _modification-log-label:
1852 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1854 If you have set your :ref:`BorrowersLog` to track changes
1855 to patron records, then this tab will appear. The Modification log will
1856 show when changes were made to the patron record. If you also have
1857 turned on the :ref:`IssueLog` and :ref:`ReturnLog`
1858 you will see checkins and outs on this screen as well.
1862 - The Librarian field shows the patron number for the librarian who
1865 - The module lists 'MEMBERS' for the patron module
1867 - The action will tell you what action was being logged
1869 - The Object field lists the borrowernumber that is being modified (in
1870 the example above, it was my changing my own record)
1875 ~~~~~~~~~~~~~~~~~~~~~~~~~
1877 The `patron's messaging preferences <#setpatronmessaging>`__ are set
1878 when :ref:`adding <add-a-new-patron-label>` or :ref:`editing <editing-patrons-label>` the
1879 patron. This tab will show the messages that have been sent and those
1880 that are queued to be sent:
1884 Clicking on the message title will expand the view to show you the full
1885 text of the message that was sent.
1889 If the message has a status of sent or failed you will have the option
1890 to 'resend' the message to the patron by clicking the 'resend' button
1891 found under the status.
1895 .. _statistics-label:
1898 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1900 Depending on what you set for the values of your
1901 :ref:`StatisticsFields` system preference, you can see
1902 statistics for one patron's circulation actions.
1909 ~~~~~~~~~~~~~~~~~~~~~~~~
1911 If you set the :ref:`EnableBorrowerFiles` preference
1912 to 'Do' the Files tab will be visible on the patron information page.
1916 From here you can upload files to attach to the patron record.
1920 All files that are uploaded will appear above a form where additional
1921 files can be uploaded from.
1925 .. _purchase-suggestions-label:
1927 Purchase suggestions
1928 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1930 If the patron has made any purchase suggestions you will see a purchase
1931 suggestions tab on the patron record.
1935 From here you can see all suggestions made by the patron and their
1936 status, you can also create a purchase suggestion on the patron's behalf
1937 by clicking the 'New purchase suggestion' button at the top.
1939 Learn more about :ref:`managing purchase suggestions <managing-purchase-suggestions-label>` in the
1940 `Acquisitions <#acqmodule>`__ chapter of this manual.
1942 .. _patron-discharges-label:
1945 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1947 A discharge is a certificate that says the patron has no current
1948 checkouts, no holds and owe no money. To enable this opti`on on the
1949 patron record you need to set the :ref:`useDischarge`
1950 system preference to 'Allow'.
1954 In France a "quitus" ("discharge") is needed if you want to register
1955 for an account in a library or a university.
1959 Academic libraries often require that you have a clear record at the
1960 library before you can graduate.
1962 Patrons can :ref:`request discharges via the OPAC <ask-for-a-discharge-label>`. Any
1963 pending discharges will be listed below the menu buttons on the main
1968 Clicking the pending requests will open a screen where you can allow
1973 To generate a discharge for a specific patron click the 'Discharge' tab
1974 on the left of the patron record
1978 If the patron can have a discharge generated then it will have a button
1979 that says 'Generate discharge'
1983 If not then you'll see an error explaining why you can't discharge the
1988 Once the letter is generated you will have a PDF to download
1994 You can style the PDF using the :ref:`NoticeCSS`
1997 The patron will have a restriction added to their account
2001 And a history of discharges will be added to the 'Discharge'
2006 .. _housebound-patrons-label:
2009 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
2011 There are three roles a patron can have in regard to housebound
2012 circulation: borrower, chooser or deliverer.
2016 In order to use the housebound module, the :ref:`HouseboundModule`
2017 and :ref:`ExtendedPatronAttributes` system preferences must be
2020 .. _housebound-chooser-label:
2023 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
2025 If you have enabled the housebound module, with the
2026 :ref:`HouseboundModule` system preference, you will see that
2027 patrons now have a new section in their record called 'Housebound
2032 Click the 'Add' button to mark this
2033 patron as a 'Chooser'.
2037 The chooser is in charge of choosing the materials for the
2040 .. _housebound-deliverer-label:
2043 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
2045 In the 'Housebound roles', click the 'Add' button to mark
2046 this patron as a 'Deliverer'.
2050 The deliverer is in charge of delivering the chosen materials
2051 to the housebound patron on a specific day at a specific time.
2053 .. _housebound-borrower-label:
2055 Housebound borrowers
2056 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
2058 To create a housebound profile for an housebound patron, click on
2059 the 'Housebound' tab in their record.
2063 From there, you can edit their housebound profile information.
2067 - Delivery day: choose which day (or 'Any') the patron prefers to
2068 receive their delivery.
2070 - Frequency: choose the frequency at which they want to receive
2075 The frequencies are managed through the HSBND\_FREQ list of
2076 :ref:`authorized values <existing-values-label>`.
2078 - Preferred materials: enter notes that will help the chooser
2079 choose appropriate documents for the housebound patron.
2081 For example: books, dvds, magazines, etc.
2083 - Subjects: if the housebound patron has a preference for
2084 particular subjects, enter it here. This will help the
2085 chooser choose interesting documents for the patron.
2087 For example: romance, cookbooks, thrillers, etc.
2089 - Authors: if the housebound patron has favorite authors,
2092 For example: Danielle Steel, James Patterson, etc.
2094 - Referral: if the housebound patron has a referral, enter
2097 - Notes: enter any other notes that may help the chooser or
2100 Click the 'Save changes' button to save the housebound profile.
2102 .. _housebound-deliveries-label:
2104 Coordinating deliveries
2105 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
2107 To plan visits, go to the housebound patron's record.
2109 In their housebound tab, you will be able to create deliveries.
2113 Click on 'Add a new delivery'.
2117 Fill out the information :
2119 - Date: Enter the date of the delivery.
2121 - Time: Select a time of day for the delivery. The choices are
2122 morning, afternoon, or evening.
2124 - Chooser: Select a chooser who will be in charge of selecting
2125 the materials for this housebound patron.
2127 - Deliverer: Select a deliverer who will be in charge of picking
2128 up the materials and bringing them over to the housebound
2133 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.
2135 .. _patron-search-label:
2138 ---------------------------------
2140 Clicking on the link to the Patron module will bring you to a
2141 search/browse screen for patrons. From here you can search for a patron
2142 by any part of their name or their card number.
2146 Clicking the small plus sign [+] to the right of the search box will
2147 open up an advanced patron search with more filters including the
2148 ability to limit to a specific category and/or library.
2152 You can also filter your patron results using the search options on the
2153 left hand side of the page.
2157 Depending on what you have chosen for the 'Search fields' you can search
2158 for patrons in various different ways.
2164 - Enter any part of their name, username, email address or barcode
2168 - Enter any part of their email address and choose 'Contains'
2169 instead of 'Starts with'
2173 - Enter the Koha borrower number
2177 - Enter the phone number exactly as it is in the system or by using
2178 spaces between each batch of numbers.
2180 - Example: To find (212) 555-1212 you can search for it exactly as
2181 it was entered or by searching for 212 555 1212
2185 - Enter any part of the patron's address (includes all address
2186 fields) and choose 'Contains' instead of 'Starts with' to find the
2187 string anywhere in the address
2191 - Birth dates should be entered using the format set forth in the
2192 :ref:`dateformat` preference.
2196 - This is a custom field that libraries can use for any type of data
2201 - This is a custom field that libraries can use for any type of data
2204 You can also choose to either search for fields that start with the
2205 string you entered or contain the string. Choosing 'Contains' will work
2206 like a wildcard search.
2210 You can also browse through the patron records by clicking on the linked
2211 letters across the top.