|image410|
- - Click 'Set to Patron' to search your system for an existing patron
+ - Click 'Set to patron' to search your system for an existing patron
- If the Guarantor is not in the system, you can enter the first and
last name in the fields available
|image411|
- - Click 'Set to Patron to search your system for an existing patron
+ - Click 'Set to patron' to search your system for an existing patron
- Each patron can have an alternate contact
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 Setup section includes additional library settings
+- Next, the library set-up section includes additional library settings
|image414|
date
- If your patron cards expire (based on your :ref:`patron category
- settings <patron-categories-label>`) the Expiry date will automatically be
+ settings <patron-categories-label>`) the expiry date will automatically be
calculated
- - The OPAC Note is a note for the patron - it will appear in the
+ - The OPAC note is a note for the patron - it will appear in the
OPAC on the patron's record
- - The Circulation Note is meant solely for your library staff and
+ - The Circulation note is meant solely for your library staff and
will appear when the circulation staff goes to check an item out
to the patron
- These notices are:
- - Advanced notice : A notice in advance of the patron's items
- being due (The patron can choose the number of days in advance)
+ - Advanced notice: A notice in advance of the patron's items
+ being due (the patron can choose the number of days in advance)
- - Item checkout : A notice that lists all the of the items the
+ - Item checkout: A notice that lists all the of the items the
patron has just checked out and/or renewed, this is an
electronic form of the checkout receipt
- - Hold filled : A notice when you have confirmed the hold is
+ - Hold filled: A notice when you have confirmed the hold is
waiting for the patron
- - Item due : A notice on the day and item is due back at the
+ - Item due: A notice on the day and item is due back at the
library
- - Item check-in : A notice that lists all the of the items the
+ - Item check-in: A notice that lists all the of the items the
patron has just checked in
- Patrons can choose to receive their notices as a digest by
|image419|
+.. _quick-add-patron-label:
+
+Quick add a patron
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+If your circulation desk is very busy and you want to register patron quickly,
+you can use the 'quick add' feature. It's a shortened version of the add
+patron form with only a couple of necessary fields to fill out.
+
+This feature uses two system preferences: :ref:`BorrowerMandatoryField`
+and :ref:`PatronQuickAddFields`. These are the two system preferences that
+control which fields are in the quick add form.
+
+To quick add a patron, go to the Patrons module
+
+- *Get there:* Patrons
+
+Click on the 'Quick add new patron' button.
+
+You will be asked to choose a patron category.
+
+Then, you will be presented with a shortened form.
+
+|image1346|
+
+Once the form is filled out, click on 'Save'.
+
+If you need to access the full form, you can click on 'Show full form'
+above the 'Save' button.
+
+
.. _add-a-staff-patron-label:
-Add a Staff Patron
+Add a staff patron
----------------------------------------
All staff members must be entered into Koha as patrons of the 'Staff'
type. Follow the steps in :ref:`Add a Patron <add-a-new-patron-label>` to add a
staff member. To give the staff member permissions to access the staff
-client, follow the steps in :ref:`Patron Permissions`
+client, follow the steps in :ref:`patron permissions <patron-permissions-label>`
**Important**
.. _add-a-statistical-patron-label:
-Add a Statistical Patron
+Add a statistical patron
----------------------------------------------
One way to track use of in house items is to "check out" the materials
to a statistical patron. The "check out" process doesn’t check the book
out, but instead tracks an in house use of the item. To use this method
for tracking in house use you first will need a :ref:`patron
-category <patron-categories-label>` set up for your Statistical patron.
+category <patron-categories-label>` set up for your statistical patron.
|image420|
-Next, you will need to create a new patron of the statistical type
+Next, you will need to create a new patron of the statistical type.
|image421|
Next, follow the steps put forth in the ':ref:`Add a new
-Patron <add-a-new-patron-label>`' section of this manual. Since this patron is
+patron <add-a-new-patron-label>`' section of this manual. Since this patron is
not a real person, simply fill in the required fields, the correct
library and nothing else.
To learn about other methods of tracking in house use visit the
-:ref:`Tracking inhouse use <tracking-in-house-use-label>` section of this manual.
+:ref:`tracking inhouse use <tracking-in-house-use-label>` section of this manual.
.. _duplicate-a-patron-label:
-Duplicate a Patron
+Duplicate a patron
-----------------------------------------
Sometimes when you're adding a new family to your system you don't want
.. _add-patron-images-label:
-Add Patron Images
+Add patron images
----------------------------------------
If you would like you can add patron images to help identify patrons. To
|image425|
-In the 'Upload Patron Image' box click 'Browse' to find the image on
+In the 'Upload patron image' box click 'Browse' to find the image on
your computer and 'Upload' to load the image on to the patron record.
|image426|
.. _editing-patrons-label:
-Editing Patrons
+Editing patrons
----------------------------------
Patrons in Koha can be edited using one of many edit buttons.
detail next to the Password label are always there even if a password
isn't set. If a patron forgets their password the only option is to
reset their password. To change the patron's password, click the
- 'Change Password' button
+ 'Change password' button.
|image428|
suggestion. Passwords will be displayed as text."
- To edit a specific section of the patron record (for example the
- Library Use section) click the 'Edit' link below the section
+ 'Library use' section) click the 'Edit' link below the section.
|image429|
- A patron image can be added by browsing for the image on your machine
- from the 'Manage Patron Image' section
+ from the 'Manage patron image' section.
|image430|
- This form will not appear if you have the
:ref:`patronimages` system preference to not allow
- patron images
+ patron images.
- - To add patron images in bulk, use the :ref:`Upload Patron
- Images <upload-patron-images-label>` Tool
+ - To add patron images in bulk, use the :ref:`Upload patron
+ images <upload-patron-images-label>` tool.
- Patrons can also be blocked from checking items out by setting Patron
- Flags
+ flags
|image431|
- If you would like your circulation staff to confirm a patron's
address before checking items out to the patron, you can see the
- 'Gone no Address' flag
+ 'Gone no address' flag
|image432|
- If the patron reports that they have lost their card you can set
- the 'Lost Card' flag to prevent someone else from using that card
+ the 'Lost card' flag to prevent someone else from using that card
to check items out
|image433|
- **Note**
- This flag can automatically be set with the :ref:`Overdue/Notice
- Status Triggers <overdue-notice/status-triggers-label>`
+ This flag can automatically be set with the :ref:`Overdue/notice
+ status triggers <overdue-notice/status-triggers-label>`
- If you enter in a date and/or note related to the restriction you
will see that in the restricted message as well
|image435|
- Children patrons do not become adults automatically in Koha unless
- you have :ref:`Juvenile to Adult cron job <update-child-to-adult-patron-type-label>` running. To
+ you have :ref:`Juvenile to adult cron job <update-child-to-adult-patron-type-label>` running. To
upgrade a child patron to and adult patron category manually go to
- the 'More' menu and choose 'Update Child to Adult Patron'
+ the 'More' menu and choose 'Update child to adult patron'
|image436|
.. _managing-patron-self-edits-label:
-Managing Patron Self Edits
+Managing patron self edits
--------------------------------------------------
If you are allowing patrons to edit their accounts via the OPAC with the
'Patron details' links to the right of the buttons. This will open in a
new tab.
-Merging Patron Records
+Merging patron records
-----------------------------------
If you accidentally end up with one patron with two cards it is possible
.. _patron-permissions-label:
-Patron Permissions
+Patron permissions
-------------------------------------------
-Patron Permissions are used to allow staff members access to the staff
+Patron permissions are used to allow staff members access to the staff
client.
**Important**
.. _setting-patron-permissions-label:
-Setting Patron Permissions
+Setting patron permissions
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-To set patron permissions, you must first :ref:`have a patron of the 'Staff'
-type <add-a-staff-patron-label>` open
-
-- On the patron record click More and choose Set Permissions to alter
+- On the patron record click 'More' and choose 'Set permissions' to alter
patron permissions
|image440|
- Access to all librarian functions
- - **Note**
+ **Note**
- With this selected there is no need to choose any other
- permissions
+ With this selected there is no need to choose any other
+ permissions
- circulate
- **Required for staff login.** Staff access, allows viewing the
catalogue in staff client
- - **Important**
+ **Important**
- Must be given to all staff members to allow them to login
- to the staff client
+ Must be given to all staff members to allow them to login
+ to the staff client
- parameters
- - Manage Koha system systems (Administration panel)
+ - Manage Koha system settings (Administration panel)
- This section can be expanded (:ref:`Learn
more <granular-parameters-permissions-label>`)
- Add or modify patrons
- - This section can be expanded (:ref:`Learn more <
+ - This section can be expanded (:ref:`Learn more <granular-borrowers-permissions-label>`)
- permissions
- 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
- Allow staff members to modify permissions for other staff members
- - **Important**
+ **Important**
+
+ Requires the borrowers permission above
- Requires the borrowers permission above
+- coursereserves
+
+ - Course reserves
+
+ - Allow access to the :ref:`course reserves module <course-reserves-label>`
+
+ - This section can be expanded (:ref:`Learn more <granular-course-reserves-permissions-label>`)
- plugins
- lists
- - Koha Lists
+ - Lists
- - **Important**
+ **Important**
- All staff have permission to create and modify their own
- lists, this permission is only necessary if you'd like to give
- a staff member permission to delete public lists that they
- have not created.
+ All staff have permission to create and modify their own
+ lists, this permission is only necessary if you'd like to give
+ a staff member permission to delete public lists that they
+ have not created.
- This section can be expanded (:ref:`Learn more <granular-lists-permissions-label>`)
+- clubs
+
+ - Patron clubs
+
+ - Allows access to the :ref:`Patron clubs feature <Patron-clubs-label>`
+
+ - This section can be expanded (:ref:`Learn more <granular-clubs-permissions-label>`)
+
+- ill
+
+ - Create and modify interlibrary loan requests
+
+- self\_check
+
+ - Self check modules
+
+ - Used for self checkin/self checkout kiosks
+
+ - This section can be expanded (:ref:`Learn more <granular-self-check-permissions-label>`)
+
.. _granular-circulate-permissions-label:
-Granular Circulate Permissions
+Granular circulate permissions
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
If the staff member has 'circulate' permissions they have the ability to
- 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
.. _granular-parameters-permissions-label:
-Granular Parameters Permissions
+Granular parameters permissions
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
If the staff member has 'parameters' permissions they have the ability
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 fine rules)
+ - The ability to access all remaining areas in the administration module.
.. _granular-borrowers-permissions-label:
.. _granular-holds-permissions-label:
-Granular Holds Permissions
+Granular holds permissions
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
If the staff member has 'reserveforothers' permissions they have the
.. _granular-cataloging-permissions-label:
-Granular Cataloging Permissions
+Granular cataloging permissions
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
If the staff member has 'editcatalogue' permissions they have the
:ref:`SubfieldsToAllowForRestrictedEditing`
preference
- - **Note**
+ **Note**
- Please note that edit\_items permission is still required
+ Please note that edit\_items permission is still required
- fast\_cataloging
- Fast cataloging
- - The ability to catalog using only the :ref:`Fast Add
- Framework <fast-add-cataloging-label>` found on the
+ - The ability to catalog using only the :ref:`Fast add
+ framework <fast-add-cataloging-label>` found on the
`Circulation <#circulation>`__ page
.. _granular-fines-and-charges-permissions-label:
-Granular Fines and Charges Permissions
+Granular fines and charges permissions
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
If a staff member has 'updatecharges' permission they have the ability
.. _granular-acquisitions-permissions-label:
-Granular Acquisitions Permissions
+Granular acquisitions permissions
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
If the staff member has 'acquisition' permissions they have the ability
- 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:
-Granular Serials Permissions
+Granular serials permissions
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
If the staff member has 'serials' permissions they have the ability to
.. _granular-tools-permissions-label:
-Granular Tools Permissions
+Granular tools permissions
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
If the staff member has 'tools' permissions they have the ability to
control which tools staff members have access to on a more granular
level choose from these options:
+- access\_files
+
+ - Access to the files stored on the server
+
+ - Access to the :ref:`Upload tool <upload-label>`
+
- batch\_upload\_patron\_images
- Upload patron images in batch or one at a time
- - Access to the :ref:`Image Upload Tool <upload-patron-images-label>`
+ - Access to the :ref:`Image upload tool <upload-patron-images-label>`
- delete\_anonymize\_patrons
- Delete old borrowers and anonymize circulation/reading history
(deletes borrower reading history)
- - Access to the :ref:`Anonymize Patron Tool <patrons-(anonymize,-bulk-delete)-label>`
+ - Access to the :ref:`Anonymize patron tool
+ <patrons-anonymize-bulk-delete-label>`
- edit\_calendar
- Define days when the library is closed
- - Access to the :ref:`Calendar/Holidays Tool <calendar-label>`
+ - Access to the :ref:`Calendar/holidays tool <calendar-label>`
- edit\_news
- Write news for the OPAC and staff interfaces
- - Access to the :ref:`News Tool <news-label>`
+ - Access to the :ref:`News tool <news-label>`
- edit\_notice\_status\_triggers
- Set notice/status triggers for overdue items
- - Access to the :ref:`Overdue Notice Status/Triggers
- Tool <overdue-notice/status-triggers-label>`
+ - Access to the :ref:`Overdue notice status/triggers
+ tool <overdue-notice/status-triggers-label>`
- edit\_notices
- Define notices
- - Access to the :ref:`Notices Tool <notices-&-slips-label>`
+ - Access to the :ref:`Notices and slips tool <notices-&-slips-label>`
+
+- edit\_patrons
+
+ - Perform batch modification of patrons
+
+ - Access to the :ref:`Batch patron modification tool
+ <batch-patron-modification-label>`
+
+- edit\_quotes
+
+ - Edit quotes for the quote-of-the-day feature
+
+ - Access to the :ref:`Quote of the Day (QOTD) Editor
+ <quote-of-the-day-(qotd)-editor-label>`
- export\_catalog
- Export bibliographic, authorities and holdings data
- - Access to the :ref:`Export Data Tool <export-data-(marc-&-authorities)-label>`
+ - Access to the :ref:`Export data tool <export-data-(marc-&-authorities)-label>`
- import\_patrons
- Import patron data
- - Access to the :ref:`Import Patrons Tool <patron-import-label>`
+ - Access to the :ref:`Import patrons tool <patron-import-label>`
- inventory
- Perform inventory (stocktaking) of your catalog
- - Access to the :ref:`Inventory Tool <inventory/stocktaking-label>`
+ - Access to the :ref:`Inventory tool <inventory-tool-label>`
- items\_batchdel
- Perform batch deletion of items
- - Access to the :ref:`Batch Item Deletion Tool <batch-item-deletion-label>`
+ - Access to the :ref:`Batch item deletion tool <batch-item-deletion-label>`
- items\_batchmod
- Perform batch modification of items
- - Access to the :ref:`Batch Item Modification Tool <batch-item-modification-label>`
+ - Access to the :ref:`Batch item modification tool <batch-item-modification-label>`
- items\_batchmod\_restricted
:ref:`SubfieldsToAllowForRestrictedBatchmod`
preference
- - **Note**
+ **Note**
- Please note that items\_batchmod permission is still required
+ Please note that items\_batchmod permission is still required
- label\_creator
- Create printable labels and barcodes from catalog and patron data
- - Access to the :ref:`Label Creator` and :ref:`Quick Label
- Creator <quick-spine-label-creator-label>` Tools
+ - Access to the :ref:`Label creator <label-creator-label>` and
+ :ref:`Quick label creator <quick-spine-label-creator-label>` Tools
- manage\_csv\_profiles
- Manage CSV export profiles
- - Access to the :ref:`CSV Profiles Tool <csv-profiles-label>`
+ - Access to the :ref:`CSV profiles tool <csv-profiles-label>`
+
+- manage\_patron\_lists
+
+ - Add, edit and delete patron lists and their contents
+
+ - Access to the :ref:`Patron lists tool <patron-lists-label>`
- manage\_staged\_marc
- Manage staged MARC records, including completing and reversing
imports
- - Access to the :ref:`Manage Staged MARC Records Tool <staged-marc-record-management-label>`
+ - Access to the :ref:`Manage Staged MARC Records Tool
+ <staged-marc-record-management-label>`
+
+- marc\_modification\_templates
+
+ - Manage MARC modification templates
+
+ - Access to the :ref:`MARC modification templates tool
+ <marc-modification-templates-label>`
- moderate\_comments
- Moderate patron comments
- - Access to the :ref:`Comments Tool <comments-label>`
+ - Access to the :ref:`Comments tool <comments-label>`
- moderate\_tags
- Moderate patron tags
- - Access to the :ref:`Tags Tool <tag-moderation-label>`
+ - Access to the :ref:`Tags tool <tag-moderation-label>`
- records\_batchdel
- Perform batch deletion of records (bibliographic or authority)
- - Access to the :ref:`Batch Record Deletion Tool <batch-record-deletion-label>`
+ - Access to the :ref:`Batch record deletion tool <batch-record-deletion-label>`
+
+- records\_batchmod
+
+ - Perform batch modification of records (bibliographic or authorities)
+
+ - Access to the :ref:`Batch record modification tool <batch-record-modification-label>`
- rotating\_collections
- Manage rotating collections
- - Access to the :ref:`Rotating Collections Tool <rotating-collections-label>`
+ - Access to the :ref:`Rotating collections tool <rotating-collections-label>`
- schedule\_tasks
- Schedule tasks to run
- - Access to the :ref:`Task Scheduler Tool <task-scheduler-label>`
+ - Access to the :ref:`Task scheduler tool <task-scheduler-label>`
- stage\_marc\_import
- Stage MARC records into the reservoir
- - Access to the :ref:`Stage MARC Records Tool <stage-marc-records-for-import-label>`
+ - Access to the :ref:`Stage MARC records tool <stage-marc-records-for-import-label>`
- upload\_general\_files
- Upload any file
- - Access to upload files via the :ref:`Upload Tool <upload-label>`
+ - Access to upload files via the :ref:`Upload tool <upload-label>`
- upload\_local\_cover\_images
- Upload local cover images
- - Access to the :ref:`Upload Local Cover Image
- Tool <upload-local-cover-image-label>` as well as permission to add and
- delete local cover images from the bib detail page
+ - Access to the :ref:`Upload local cover image
+ tool <upload-local-cover-image-label>` as well as permission to add and
+ delete local cover images from the record detail page
- upload\_manage
- Manage uploaded files
- - Access to uploaded files via the :ref:`Upload Tool <upload-label>`
+ - Access to uploaded files via the :ref:`Upload tool <upload-label>`
**Note**
- Browse the system logs
- - Access to the :ref:`Log Viewer Tool <log-viewer-label>`
+ - Access to the :ref:`Log viewer tool <log-viewer-label>`
.. _granular-reports-permissions-label:
-Granular Reports Permissions
+Granular reports permissions
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
If the staff member has 'reports' permissions they have the ability to
- create\_reports
- - Create SQL Reports
+ - Create SQL reports
- The ability to create and edit but not run SQL reports
+- delete\_reports
+
+ - Delete SQL reports
+
- execute\_reports
- - Execute SQL Reports
+ - Execute SQL reports
- The ability to run but not create or edit SQL reports
+.. _granular-course-reserves-permissions-label:
+
+Granular course reserves permissions
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+If the staff member has 'course reserves' permissions they have the ability to
+perform all of these actions. If you would like to control course reserves
+permissions on a more granular level choose from these options:
+
+- add\_reserves
+
+ - Add course reserves
+
+- delete\_reserves
+
+ - Remove course reserves
+
+- manage\_courses
+
+ - Add, edit and delete courses
+
+
.. _granular-plugins-permissions-label:
-Granular Plugins Permissions
+Granular plugins permissions
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
If the staff member has 'plugins' permissions they have the ability to
-perform all of these actions. If you would like to control reports
+perform all of these actions. If you would like to control plugins
permissions on a more granular level choose from these options:
- configure
- The ability to use tool plugins
+
.. _granular-lists-permissions-label:
-Granular Lists Permissions
+Granular lists permissions
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
All staff members have permission to access lists. This section only
- Delete public lists
+ - The ability to delete public lists created by someone else
+
+.. _granular-clubs-permissions-label:
+
+Granular patron clubs permissions
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+If the staff member has 'clubs' permissions they have the ability to
+perform all of these actions. If you would like to control patron clubs
+permissions on a more granular level choose from these options:
+
+- edit\_clubs
+
+ - Create and edit clubs
+
+ - Create and edit patron clubs using the :ref:`Patron clubs tool <Patron-clubs-label>`
+
+- edit\_templates
+
+ - Create and edit club templates
+
+ - Create and edit club templates using the :ref:`Patron clubs tool <Patron-clubs-label>`
+
+- enroll
+
+ - Enroll patrons in clubs
+
+ - Enroll patrons from the patron file
+
+.. _granular-self-check-permissions-label:
+
+Granular self check permissions
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+If the user has 'self check' permissions they have the ability to
+perform all of these actions. If you would like to control self check
+permissions on a more granular level choose from these options:
+
+- self\_checkin\_module
+
+ - Log into the self check-in module.
+
+ ** Note**
+
+ This permission prevents the patron from using any other OPAC
+ functionality
+
+- self\_checkout\_module
+
+ - Perform self checkout at the OPAC.
+
+ **Note**
+
+ This permission should be used for the patron matching the
+ :ref:`AutoSelfCheckID <autoselfcheckallowed-autoselfcheckid-&-autoselfcheckpass-label>`
+ system preference
+
.. _patron-information-label:
-Patron Information
+Patron information
-------------------------------------------
When viewing a patron record you have the option to view information
.. _check-out-label:
-Check Out
+Check out
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
For instruction on checking items out, view the :ref:`Checking
-Out <check-out-(issuing)-label>` section of this manual.
+out <check-out-(issuing)-label>` section of this manual.
Staff members can access their own check out screen by clicking their
username in the top right of the staff client and choosing 'My
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|
.. _circulation-summary-label:
-Circulation Summary
+Circulation summary
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
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 ability to reverse a payment
+- The ability to void a payment
+
- A link to print a receipt for that line item
At the top of the table you can click the 'Filter paid transaction' to
.. _charging-fines/fees-label:
-Charging Fines/Fees
+Charging fines/fees
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
Most fees and fines will be charged automatically if the :ref:`fines cron
job <fines-label>` is running:
-- Fines will be charged based on your :ref:`Circulation & Fines
- Rules <circulation-and-fine-rules-label>`
+- Fines will be charged based on your :ref:`Circulation & fines
+ rules <circulation-and-fine-rules-label>`
- Hold fees will be charged based on the rules you set in the :ref:`Patron
- Types & Categories <patron-categories-label>` administration area
+ types & categories <patron-categories-label>` administration area
- Rental fees will be charged based on the settings in your :ref:`Item
- Types <item-types-label>` administration area
+ iypes <item-types-label>` administration area
- Marking an item 'Lost' via the cataloging module will automatically
charge the patron the replacement cost for that item
.. _pay/reverse-fines-label:
-Pay/Reverse Fines
+Pay/reverse fines
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
Each line item can be paid in full (or written off) using the 'Pay
-Fines' tab.
+fines' tab.
|image451|
- Click "Pay" next to the fine you want to pay in full
- The full amount of the fine will be populated for you in the
- "Collect From Patron" box
+ "Collect from patron" box
+
+ - If one or more values are defined under the PAYMENT\_TYPE authorized value
+ category a dropdown selection box will be displayed to specify a custom
+ payment type
|image452|
- Click "Pay" next to the fine you want to partially pay
- Enter the amount you are collecting from the patron in the
- "Collect From Patron" box
+ "Collect from patron" box
|image453|
- Click "Confirm"
- - The fine will be updated to show the original Amount, and the
- current Amount Outstanding
+ - The fine will be updated to show the original amount, and the
+ current amount outstanding
- Pay an amount towards all fines
- - Click the "Pay Amount" button
+ - Click the "Pay amount" button
- Enter the amount you are collecting from the patron in "Collect
- from Patron." The sum of all fines is shown in "Total Amount
- Outstanding"
+ from patron." The sum of all fines is shown in "Total amount
+ outstanding"
|image454|
- The fine totals will be updated with the payment applied to oldest
fines first.
-- Pay Selected fines
+- Pay selected fines
- Check the selection boxes next to the fines you wish to pay, click
- "Pay Selected"
+ "Pay selected"
|image455|
- Writeoff a single fine
- Click "Writeoff" next to the fine you wish to writeoff.
+
+ - A confirmation box will appear to specify a total amount to writeoff.
+ This box allows a partial writeoff of fines.
- The fine will be removed from outstanding fines, and displayed as
written off.
-- Writeoff All fines
+- 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.
- - Click the "Writeoff All" button
+- Writeoff all fines
+
+ - Click the "Writeoff all" button
- All fines will be removed from outstanding fines, and displayed as
written off.
|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
+Creating manual invoices
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
For fees that are not automatically charged, librarians can create a
- First choose the type of invoice you would like to create
- To add additional values to the manual invoice type pull down
- menu, add them to the `MANUAL\_INV <#manualinvvals>`__ Authorized
- Value
+ menu, add them to the `MANUAL\_INV <#manualinvvals>`__ authorized
+ values
- **Important**
- The value set as the Authorized Value for the MANUAL\_INV
- authorized value category will appear as the Description and
- the Authorized Value Description will be used as the amount.
+ The value set as the authorized value for the MANUAL\_INV
+ authorized value category will appear as the description and
+ the authorized value description will be used as the amount.
- If the fee is associated with an item you can enter its barcode so
that the line item shows a link to that item
.. _creating-manual-credits-label:
-Creating Manual Credits
+Creating manual credits
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
Manual credits can be used to pay off parts of fines, or to forgive a
.. _printing-invoices-label:
-Printing Invoices
+Printing invoices
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
To the right of each account line there is a print link. Clicking that
.. _routing-lists-label:
-Routing Lists
+Routing lists
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
A list of all of the serial routing lists the patron belongs to will be
-accessible via the 'Routing Lists' tab on the patron record.
+accessible via the 'Routing lists' tab on the patron record.
|image462|
.. _circulation-history-label:
-Circulation History
+Circulation history
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
The circulation history tab will appear if you have set the
.. _modification-log-label:
-Modification Log
+Modification log
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
If you have set your :ref:`BorrowersLog` to track changes
-to patron records, then this tab will appear. The Modification Log will
+to patron records, then this tab will appear. The Modification log will
show when changes were made to the patron record. If you also have
turned on the :ref:`IssueLog` and :ref:`ReturnLog`
you will see checkins and outs on this screen as well.
|image468|
If the message has a status of sent or failed you will have the option
-to 'resend' the message to the patron by clicking the 'resentd button
+to 'resend' the message to the patron by clicking the 'resend' button
found under the status.
|image469|
.. _purchase-suggestions-label:
-Purchase Suggestions
+Purchase suggestions
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
If the patron has made any purchase suggestions you will see a purchase
status, you can also create a purchase suggestion on the patron's behalf
by clicking the 'New purchase suggestion' button at the top.
-Learn more about :ref:`Purchase suggestions <purchase-suggestions-label>` in the
+Learn more about :ref:`purchase suggestions <purchase-suggestions-label>` in the
`Acquisitions <#acqmodule>`__ chapter of this manual.
.. _patron-discharges-label:
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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'.
**Note**
In France a "quitus" ("discharge") is needed if you want to register
- for an account in a library or a university).
+ for an account in a library or a university.
**Note**
|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
+Patron search
---------------------------------
Clicking on the link to the Patron module will bring you to a
projects / kohadocs.git / blobdiff