beginning you can fix that here
- Sort 1 and 2 are used for statistical purposes within your library
+
+ - 'Check for previous checkouts' is used to set the patron's personal preference
+ regarding checking their circulation history to see if they have borrowed this
+ item in the past. This overrides the setting of the :ref:`patron category
+ <adding-a-patron-category>` and of the :ref:`CheckPrevCheckout` system preference.
- Next, the library set-up section includes additional library settings
- This section can be expanded (:ref:`Learn more <granular-acquisitions-permissions-label>`)
-- management
-
- - Set library management params (deprecated)
-
- **Important**
-
- This permission level no longer controls anything.
-
- tools
- Use all tools
- the item is a high demand item
- the item is on hold
+
+- manage\_checkout\_notes
+
+ - Mark checkout notes as seen\/not seen
+
+ - The permission to manage the checkout notes written by users
+ through the OPAC
- manage\_restrictions
to perform all of these actions. If you would like to control parameter
permissions on a more granular level choose from these options:
+- manage\_audio\_alerts
+
+ - Manage audio alerts
+
+ - The ability to access the :ref:`Audio alerts <audio-alerts-label>`
+ configuration in the administration module.
+
+- manage\_auth\_values
+
+ - Manage authorized value categories and authorised values
+
+ - The ability to access the :ref:`Auhorized values <authorized-values-label>`
+ configuration in the administration module.
+
- manage\_circ\_rules
- Manage circulation rules
- The ability to access the :ref:`Circulation and fines
- rules <circulation-and-fine-rules-label>` in the administration area
+ rules <circulation-and-fine-rules-label>` configuration
+ in the administration module.
+
+- manage\_circ\_rules\_from\_any\_libraries
+
+ - Manage circulation rules form any library. If not set the logged in user can
+ only edit circulation rules from their own library (please note that
+ manage\_circ\_rules is still required).
+
+- manage\_cities
+
+ - Manage cities and towns
+
+ - The ability to access the :ref:`Cities and towns <cities-and-towns-label>`
+ configuration in the administration module.
+
+- manage\_classifications
+
+ - Manage classification sources and filing rules
+
+ - The ability to access the :ref:`Classification sources <classification-sources-label>`
+ configuration in the administration module.
+
+- manage\_column\_config
+
+ - Manage column configuration
+
+ - The ability the access the :ref:`Configure columns <column-settings-label>`
+ page in the administration module.
+
+- manage\_didyoumean
+
+ - Manage Did you mean? configuration
+
+ - The ability to access the :ref:`Did you mean? <did-you-mean?-label>`
+ configuration in the administration module.
+
+- manage\_item\_circ\_alerts
+
+ - Manage item circulation alerts
+
+ - The ability to access the :ref:`Item circulation alerts <item-circulation-alerts-label>`
+ configuration in the administration module.
+
+- manage\_item\_search\_fields
+
+ - Manage item search fields
+
+ - The ability to access the :ref:`Item search fields <item-search-fields-label>`
+ configuration in the administration module.
+
+- manage\_itemtypes
+
+ - Manage item types
+
+ - The ability to access the :ref:`Item types <item-types-label>`
+ configuration in the administratoin module.
+
+- manage\_keywords2koha\_mappings
+
+ - Manage Keywords to Koha mappings
+
+ - The ability to access the :ref:`Keywords to MARC mapping <keywords-to-marc-mapping-label>`
+ configuration in the administration module.
+
+- manage\_libraries
+
+ - Manage libraries and library groups
+
+ - The ability to access the :ref:`Libraries <libraries-label>` and
+ :ref:`Library groups <library-groups-label>` configuration pages
+ in the administration module.
+
+- manage\_marc\_frameworks
+
+ - Manage MARC bibliographic and authority frameworks and test them
+
+ - The ability to access the
+ :ref:`MARC bibliographic framework <marc-bibliographic-frameworks-label>`,
+ :ref:`Authority types <authority-types-label>`,
+ :ref:`Koha to MARC mapping <koha-to-marc-mapping-label> `, and
+ :ref:`MARC Bibliographic framework test <marc-bibliographic-framework-test-label>`
+ configuration areas in the administration module.
+
+- manage\_matching\_rules
+
+ - Manage record matching rules
+
+ - The ability to access the :ref:`Record matching rules <record-matching-rules-label>`
+ configuration in the administration module.
+
+- manage\_oai\_sets
+
+ - Manage OAI sets
+
+ - The ability to access the :ref:`OAI sets <oai-sets-configuration-label>`
+ configuration in the administration module.
+
+- manage\_patron\_attributes
+
+ - Manage extened patron attributes
+
+ - The ability to access the :ref:`Patron attribute types <patron-attribute-types-label>`
+ configuration in the administration module.
+
+- manage\_patron\_categories
+
+ - Manage patron categories
+
+ - The ability to access the :ref:`Patron categories <patron-categories-label>`
+ configuration in the administration module.
+
+- manage\_search\_engine\_config
+
+ - Manage search engine configuration
+
+ - The ability to access the Search engine configuraton in the
+ administration module. Note: This area will only be visible when
+ the :ref:`SearchEngine` system preference is set to 'Elasticsearch'.
+
+- manage\_search\_targets
+
+ - Manage Z39.50 and SRU server configuration
+
+ - The ability to access the :ref:`Z39.50/SRU servers <z39.50/sru-servers-label>`
+ configuration in the administration module.
+
+- manage\_sms_providers
+
+ - Manage SMS cellular providers
+
+ - The ability to access the :ref:`SMS cellular providers <sms-cellular-providers-label>` configuration
+ in the administration module. Note: This area will only be visible when
+ the :ref:`SMSSendDriver` system preference is set to 'Email'.
+
+- manage\_sysprefs
+
+ - Manage global system preferences
+
+ - The ability to access the :ref:`Global system preferences <administration-label>`
+ in the administration module.
+
+- manage\_transfers
+
+ - Manage library transfer limits and transport cost matrix
+
+ - The ability to access the :ref:`Library transfer limits <library-transfer-limits-label>`
+ and :ref:`Transport cost matrix <transport-cost-matrix-label>`
+ configuration pages in the administration module.
+
+- manage\_usage\_stats
+
+ - Manage usage statistics settings
+
+ - Ability to access the :ref:`Share your usage statistics <share-anonymous-usage-statistics-label>`
+ configuration in the administration module.
- parameters\_remaining\_permissions
- Remaining system parameters permissions
- - The ability to access all areas in Administration (other than the
- Circulation and fines rules)
+ - The ability to access all remaining areas in the administration module.
.. _granular-borrowers-permissions-label:
- budget\_add\_del
- - Add and delete budgets (but can't modify budgets)
+ - Add and delete funds (but can't modify funds)
- budget\_manage
- - Manage budgets
+ - Manage funds
- budget\_manage\_all
- - Manage all budgets
+ - Manage all funds
budget\_modify
- - Modify budget (can't create lines, but can modify existing ones)
+ - Modify funds (can't create lines, but can modify existing ones)
- contracts\_manage
- Manage contracts
+- currencies\_manage
+
+ - Manage currencies and exchange rates
+
+ - The ability to access the :ref:`Currencies and exchange rates <currencies-and-exchange-rates-label>`
+ configuration page.
+
+- edi\_manage
+
+ - Manage EDIFACT transmissions
+
- group\_manage
- - Manage orders and basket groups
+ - Manage basket groups
- order\_manage
- - Manage orders and baskets
+ - Manage baskets and order lines
- order\_manage\_all
- - Manage all orders and baskets, regardless of restrictions on them
+ - Manage all baskets and order lines, regardless of restrictions on them
- order\_receive
- - Manage orders and baskets
+ - Receive orders and manage shipments
- period\_manage
- - Manage periods
+ - Manage budgets
- planning\_manage
- - Manage budget planning
+ - Manage budget plannings
+
+- suggestions\_manage
+
+ - Manage purchase suggestions
- vendors\_manage
- Manage vendors
+
+ - Note: Vendors are used in the acquisition and the serials module.
.. _granular-serials-permissions-label:
- Access to the :ref:`Notices and slips tool <notices-&-slips-label>`
-.. - edit\_pages
-
-.. - What tool does this give access to?
-
- edit\_patrons
- Perform batch modification of patrons
Details
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-Staff members can access their own account details by clicking their
-username in the top right of the staff client and choosing 'My account'
+ **Note**
+
+ Staff members can access their own account details by clicking their
+ username in the top right of the staff client and choosing 'My account'
-|image442|
+ |image442|
-All patron information will appear on the Details tab. This includes all
+All patron information will appear in the Details tab. This includes all
the contact information, notes, custom patron attributes, messaging
-preferences, etc entered when adding the patron.
+preferences, etc. entered when adding the patron.
+
+|image1359|
In the case of patrons who are marked as 'Child' or 'Professional' and
-their Guarantors additional information will appear on their record.
+their guarantors additional information will appear on their record.
-- A child patron will list their Guarantor
+- A child patron will list their guarantor
|image443|
-- On the Guarantor's record, all children and/or professionals will be
+- On the guarantor's record, all children and/or professionals will be
listed
|image444|
Below the patron's information on the details screen is a tabbed display
of the items they have checked out, overdue, and on hold.
+Checkouts
+''''''''''''''''''''''''''''''''''''''''''
+
+The first tab shows the items the patron currently has checked out.
+
|image445|
-If they have family at the library staff can see what the other family
+Relatives' checkouts
+''''''''''''''''''''''''''''''''''''''''''
+
+If they have family at the library, staff can see what the other family
members have checked out.
|image446|
+Fines & charges
+'''''''''''''''''''''''''''''''''''''''''
+
+The Fines & charges tab will show for all patrons, even those who
+don't owe anything.
+
+If the patron does owe money to the library, the tab will show the
+total amount, without any details. To see the details, go to the
+:ref:`fines tabs <fines-label>`.
+
+|image1360|
+
+Holds
+'''''''''''''''''''''''''''''''''''''''''
+
+If the patron has holds, the number of holds will appear on this tab's
+title and the details will appear in the tab.
+
+|image490|
+
+ **Note**
+
+ The barcode and call number will only appear on item-level holds or
+ holds that have been confirmed. Record-level holds that are not
+ waiting to be picked up will not have barocdes or call numbers.
+
+From here you can manage the patron's holds: change the pickup library,
+cancel or suspend holds.
+
+ **Note**
+
+ You will only be able to suspend holds if the :ref:`SuspendHoldsIntranet`
+ system preference is set to "Allow".
+
+ **Note**
+
+ If, when suspending a hold, you want to be able to set a date at which to
+ automatically resume the hold, set the :ref:`AutoResumeSuspendedHolds`
+ system preference to "Allow" and make sure the :ref:`unsuspend_holds cron
+ job <unsuspend-holds-label>` is activated.
+
+Article requests
+'''''''''''''''''''''''''''''''''''''''''''''
+
+If the :ref:`ArticleRequests` system preference is enabled, and the circulation
+rules allow it, the patrons will be able to request articles, either through the
+OPAC or in the staff interface.
+
+The details of the patron's request, and its status, are visible in this
+tab.
+
+|image1361|
+
+Restrictions
+''''''''''''''''''''''''''''''''''''''''''''
+
The Restrictions tab will show for all patrons. If the patron has no
restrictions you will see that on the tab.
If the patron has restrictions on their account the tab will show the
number and the description.
-|image448|
+There are four kinds of restrictions:
+ - Manual
+ - Overdues
+ - Suspension
+ - Discharge
Using the 'Add manual restriction' button you can add a restriction to
-the patron record from here.
+the patron record from here. This can be used for any type of restriction
+you need to put manually on a patron record.
|image449|
+|image448|
+
+The overdues restrictions are automatically set when overdue notices are sent
+if you specified you wanted the patron restricted in the
+:ref:`Overdue notice/status triggers tool <overdue-notice/status-triggers-label>`.
+
+This restriction will not be removed automatically when the overdue items are
+returned unless the :ref:`AutoRemoveOverduesRestrictions` system preference
+is set to 'Do'.
+
+In the :ref:`circulation rules <circulation-and-fine-rules-label>`, you can choose
+to fine users by suspending them instead of (or in addition to) fining them money.
+In that case, returning an overdue document will trigger a suspension restriction.
+
+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.
+
+Restrictions on a patron record will block checkouts. In fact,
+a message will appear in red when going to the checkout page.
+
+|image1363|
+
+Restrictions may also prevent renewing items if the :ref:`RestrictionBlockRenewing`
+system preference is set to 'block'.
+
+On the OPAC, patrons will get a message saying their account is frozen. They will
+not be able to place holds from the OPAC.
+
+If you have patrons that have more than one restriction, you can choose to
+cumulate their restriction periods or not through the :ref:`CumulativeRestrictionPeriods`
+system preference.
+
+ **Note**
+
+ If you want to restrict patrons from doing various actions if their record
+ is not pristine, check the following system preferences:
+
+ - Set the :ref:`OverduesBlockCirc` system preference to 'Block' to prevent
+ patrons who have overdue materials from checking out other materials.
+ - Set the :ref:`OverduesBlockRenewing` system preference to 'block renewing
+ for all the patron's items' or 'block renewing only for this item' to prevent
+ patrons who have overdue materials from renewing their loans.
+ - Enter values in the :ref:`noissuescharge` and :ref:`NoIssuesChargeGuarantees`
+ system preferences in order to block checking out to patrons who have more
+ than a certain amount in fines or to patrons whose guarantees owe more than
+ a certain amount.
+ - Enter a value in the :ref:`maxoutstanding` system preference to prevent
+ patron from placing holds on the OPAC if they owe more than a certain amount.
+ - Enter a value in the :ref:`OPACFineNoRenewals` system preference to prevent
+ patron who owe more than a certain amount to renew their loans from the OPAC.
+ - Set the :ref:`BlockExpiredPatronOpacActions` system preference to 'Block' if
+ you want to prevent patron whose membership has expired to place hold or
+ renew their loans from the OPAC.
+
+
+Clubs
+'''''''''''''''''''''''''''''''''''''''''''
+
+If you use :ref:`patron clubs <Patron-clubs-label>`, patrons will have a tab
+in their record indicating which club they are enrolled in, if any.
+
+|image1362|
+
+
.. _fines-label:
Fines
- The fine will be removed from outstanding fines, and displayed as
written off.
+- Writeoff selected fines
+
+ - Check the selection boxes next to the fines you wish to pay, click "Writeoff selected".
+
+ - Click "Confirm".
+
+ - The fine will be removed from outstanding fines, and displayed as written off.
+
- Writeoff all fines
- Click the "Writeoff all" button
|image458|
+ **Note**
+
+ - You can enable email receipts for payment and writeoff transactions
+ with the :ref:`UseEmailReceipts` system preference.
+
.. _creating-manual-invoices-label:
Creating manual invoices
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
A discharge is a certificate that says the patron has no current
-checkouts, no holds and owe no money. To enable this option on the
+checkouts, no holds and owe no money. To enable this opti`on on the
patron record you need to set the :ref:`useDischarge`
system preference to 'Allow'.
|image1252|
+.. _housebound-patrons-label:
+
+Housebound patrons
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+There are three roles a patron can have in regard to housebound
+circulation: borrower, chooser or deliverer.
+
+ **Important**
+
+ In order to use the housebound module, the :ref:`HouseboundModule`
+ and :ref:`ExtendedPatronAttributes` system preferences must be
+ enabled.
+
+.. _housebound-chooser-label:
+
+Chooser
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+If you have enabled the housebound module, with the
+:ref:`HouseboundModule` system preference, you will see that
+patrons now have a new section in their record called 'Housebound
+roles'.
+
+|image1349|
+
+Click the 'Add' button to mark this
+patron as a 'Chooser'.
+
+|image1350|
+
+The chooser is in charge of choosing the materials for the
+housebound patron.
+
+.. _housebound-deliverer-label:
+
+Deliverer
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+In the 'Housebound roles', click the 'Add' button to mark
+this patron as a 'Deliverer'.
+
+|image1351|
+
+The deliverer is in charge of delivering the chosen materials
+to the housebound patron on a specific day at a specific time.
+
+.. _housebound-borrower-label:
+
+Housebound borrowers
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+To create a housebound profile for an housebound patron, click on
+the 'Housebound' tab in their record.
+
+|image1347|
+
+From there, you can edit their housebound profile information.
+
+|image1348|
+
+- Delivery day: choose which day (or 'Any') the patron prefers to
+ receive their delivery.
+
+- Frequency: choose the frequency at which they want to receive
+ their deliveries.
+
+ **Note**
+
+ The frequencies are managed through the HSBND\_FREQ list of
+ :ref:`authorized values <existing-values-label>`.
+
+- Preferred materials: enter notes that will help the chooser
+ choose appropriate documents for the housebound patron.
+
+ For example: books, dvds, magazines, etc.
+
+- Subjects: if the housebound patron has a preference for
+ particular subjects, enter it here. This will help the
+ chooser choose interesting documents for the patron.
+
+ For example: romance, cookbooks, thrillers, etc.
+
+- Authors: if the housebound patron has favorite authors,
+ enter them here.
+
+ For example: Danielle Steel, James Patterson, etc.
+
+- Referral: if the housebound patron has a referral, enter
+ it here.
+
+- Notes: enter any other notes that may help the chooser or
+ the deliverer.
+
+Click the 'Save changes' button to save the housebound profile.
+
+.. _housebound-deliveries-label:
+
+Coordinating deliveries
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+To plan visits, go to the housebound patron's record.
+
+In their housebound tab, you will be able to create deliveries.
+
+|image1352|
+
+Click on 'Add a new delivery'.
+
+|image1353|
+
+Fill out the information :
+
+ - Date: Enter the date of the delivery.
+
+ - Time: Select a time of day for the delivery. The choices are
+ morning, afternoon, or evening.
+
+ - Chooser: Select a chooser who will be in charge of selecting
+ the materials for this housebound patron.
+
+ - Deliverer: Select a deliverer who will be in charge of picking
+ up the materials and bringing them over to the housebound
+ patron.
+
+|image1354|
+
+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.
+
.. _patron-search-label:
Patron search
projects / kohadocs.git / blobdiff