Patron lists
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-- *Get there:* More > Tools > Patrons and Circulation > Patron lists
+- *Get there:* More > Tools > Patrons and circulation > Patron lists
Patron lists are a way to store a group of patrons for easy modification
via the :ref:`batch patron modification tool <batch-patron-modification-label>` or
Enter the patron's name or cardnumber in the search box and click on the
right result to add the patron.
+Alternatively, you can click on the 'Enter multiple card numbers' link and
+scan (or type in) barcodes in the box.
+
|image249|
Once you have all of the patrons you would like to add you can click the
notices, using the :ref:`NoticeCSS` preference to define a
stylesheet.
-You will also want to review the :ref:`Notices & Slips Field
-Guide <field-guide-for-notices-&-slips-label>` for more information on formatting these
-notices.
+You will also want to review the `Customising Notices and Slips
+<https://wiki.koha-community.org/wiki/Customising_Notices_and_Slips>`_
+wiki page for more information on formatting these notices.
.. _adding-notices-&-slips-label:
- **Important**
Not all notices can be branch specific for more information
- review the :ref:`Notices & Slips Field
- Guide <field-guide-for-notices-&-slips-label>` in this manual.
+ review the `Customising Notices and Slips <https://wiki.koha-community.org/wiki/Customising_Notices_and_Slips>`_
+ wiki page.
- Choose the module this notice is related to
- **Note**
- Review the :ref:`Notices & Slip Field
- Guide <field-guide-for-notices-&-slips-label>` for info on what fields can
- be used here.
+ Review the `Customising Notices and Slips <https://wiki.koha-community.org/wiki/Customising_Notices_and_Slips>`_
+ wiki page for more information.
- **Important**
slips or notice you can enter data in the Other name or
Initials field for each patron and use that value instead.
+ - The system preference :ref:`TranslateNotices` will add tabs for each
+ installed language to the notices editor. The notice defined in the
+ 'Default' tab will be used if there is no preferred language set
+ for a patron.
+
+ |image1335|
+
+.. _preview-notice-templates-label:
+
+Preview notice templates
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+For some notices it is possible to preview the notice template showing how
+it would look to a specified patron for a particular item or record.
+
+If a notice template is previewable the notice template header will contain a
+field to enter preview data
+
+|image1342|
+
+Fill in the necessary information for the template then click the Preview button
+below the message body. The preview dialog will indicate if there are any problems
+generating the notice template preview.
+
.. _overdue-notice-markup-label:
Overdue Notice Markup
When creating your overdue notices there are two tags in addition to the
various database fields that you can use in your notices. You will also
-want to review the :ref:`Notices & Slips Field Guide <field-guide-for-notices-&-slips-label>`
-for information on formatting item information in these notices.
+want to review the `Customising Notices and Slips
+<https://wiki.koha-community.org/wiki/Customising_Notices_and_Slips>`_
+wiki page for information on formatting item information in these notices.
**Important**
Koha. All of these notices can be customized by altering their text via
the Notices & Slips tool and their style using the
:ref:`NoticeCSS` preference to define a stylesheet. You will
-also want to review the :ref:`Notices & Slips Field
-Guide <field-guide-for-notices-&-slips-label>` for information on formatting item
+also want to review the `Customising Notices and Slips
+<https://wiki.koha-community.org/wiki/Customising_Notices_and_Slips>`_
+wiki page for information on formatting item
information in these notices. Here are some of what those notices do:
+- ACCEPTED
+
+ - This notice is sent when a patron's suggestion is accepted.
+
+ - *Note:* If you don't want to send this notice, just delete it.
+
- ACCTDETAILS
- Sent to patrons when their account is set up if the
:ref:`AutoEmailOPACUser <autoemailopacuser-label>` preference is set to
'Send'
-- ACQCLAIM (Acquisition Claim)
+ - *Important:* The notice will only be sent correctly if a username,
+ password and email address is added to the patron record before
+ saving it for the first time.
+ The notice can't be resend or triggered again after the patron account
+ has been created.
+
+- ACQCLAIM (Acquisition claim)
+
+ - Used for claiming orders in the aquisitions module
+
+ - ACQCLAIM is the code of the sample notice, but it's possible to define
+ several notices choosing any code. Only the module 'Claim
+ aquisition' will be taken into account. All notices with this module
+ will appear in the pull down on the late orders page.
+
+ - *Get there:* More > Acquisitions > Late orders
+
+ - This notice is sent if several criteria are met:
+
+ #. The staff patron triggering the email has a valid email address.
+
+ #. The vendor contact marked as 'Contact about late orders?' has
+ a valid email address.
+
+- ACQORDER (Acquisition order)
- - Used in the claim acquisition module
+ - Used in the acquisitions module to send order information to the vendor
- - *Get there:* More > Acquisitions > Late issues
+ - The notice is triggered manually from the basket summary page using
+ the 'Email order' button in the toolbar.
+
+ - This notice is sent if several criteria are met:
+
+ #. The staff patron triggering the email has a valid email address.
+
+ #. The vendor contact marked as 'Primary acquisitions contact' and
+ 'Contact when ordering' has a valid email address.
+
+- ACQ_NOTIF_ON_RECEIV
+
+ - Used in the acquisition module to inform patrons on receiving orders
+ they have been added to.
+
+- AR\_CANCELED
+
+ - This notice is sent to the patron when an article request is cancelled
+ by staff.
+
+- AR\_COMPLETED
+
+ - This notice is sent to the patron when an article request is marked
+ as completed by staff.
+
+- AR\_PENDING
+
+ - This notice is sent to the patron when an article request has been
+ made in order to confirm the request.
+
+- AR\_PROCESSING
+
+ - This notice is sent to the patron when an article request is marked
+ as being processed by staff.
+
+- AVAILABLE
+
+ - This notice is sent to the patron who made a suggestion, when the
+ order created from the suggestion is received.
+
+ - *Note:* If you don't want to send this notice, just delete it.
- CHECKIN
- *Get there:*\ Staff Client > Patron Record >
:ref:`Notices`
+- DISCHARGE
+
+ - This notice is used to generate a PDF to document a successful
+ discharge request
+
+ - The PDF can either be downloaded by the patron from their patron
+ account or from the staff interface when discharging a patron
+
+ - The discharge feature is controlled by the :ref:`useDischarge`
+ system preference.
+
- DUE
- This notice is sent as the 'Item due' for an item is due
:ref:`MembershipExpiryDaysNotice` set
and the :ref:`related cron job <notify-patrons-of-expiration-label>` set.
-- ODUE (Overdue Notice)
+- ODUE (Overdue notice)
- - This notice is used to send Overdue Notices to Patrons
+ - This notice is used to send Overdue Notices to patrons
- - See a `Sample Overdue Notice <#samplenotice>`__
+ - ODUE is the code of the sample notice, but it's possible to use
+ any code and define multiple different messages for different
+ patron categories and notice levels
- Requires that you set :ref:`Overdue Notice/Status
Triggers <overdue-notice/status-triggers-label>`
+- ORDERED
+
+ - This notice is sent to the patron who made a suggestion, when the
+ 'from a suggestion' option is used to create an order from it.
+
+ - Note: If you don't want to send this notice, just delete it.
+
+- PASSWORD_RESET
+
+ - This notice is sent when a patron requests a new password from the
+ OPAC in order to validate the email address.
+
+ - The password reset feature is controlled by the :ref:`OpacResetPassword`
+ system preference.
+
- PREDUE
- This notice is sent as the 'Advanced notice' for an item is due
- *Get there:*\ Staff Client > Patron Record >
:ref:`Notices`
+- REJECTED
+
+ - This notice is sent when a patron's suggestion is rejected.
+
+ - Note: If you don't want to send this notice, just delete it.
+
- RENEWAL
- This notice is sent as the 'Check out' notice for all items that
- *Get there:*\ Staff Client > Patron Record >
:ref:`Notices`
-- RLIST (Routing List)
+- SERIAL_ALERT (New serial issue)
- - Used in the serials module to notify patrons/staff of new issues
- of a serial
+ - Notice used in the serials module to notify patrons/staff
+ of new issues of a serial. SERIAL_ALERT (RLIST in older verisons)
+ is provided as a sample notice, but the notice code can be chosen
+ freely as only the module is taken into account. Multiple notices
+ can also be managed.
- *Get there:* More > Serials > :ref:`New
Subscription <add-a-subscription-label>`
- - You have the option to select the 'Routing List' notice when
- creating a new subscription (Choose from the 'Patron notification'
- drop down).
+ - You have the option to select the notice used to inform the patron
+ about a received serial issue for a subscription. Choose from the
+ 'Patron notification' drop down.
+
+ - If a notice has been selected for a subscription, patrons can
+ subscribe to the email notification from the subscription tab
+ in the detail view in the OPAC.
- **Note**
:ref:`SlipCSS` preference to define a stylesheet. Here is what
those slips are used for:
+- AR\_SLIP
+
+ - Used to print a slip for an article request
+
+ - The slip or receipt can be printed manually when managing article
+ requests from the staff interface.
+
+ - *Get there:* Circulation > Article requests > Actions > Print slip
+
- ISSUEQSLIP
- Used to print the quick slip in circulation
- Used to print a holds slip
- - The holds slip is generated when a hold is confirmed
+ - The holds slip is generated when a hold is confirmed and set to
+ waiting.
+
+- OVERDUE\_SLIP
+
+ - Used to print an overdues slip
+
+ - The overdues slip can be generated manually using the 'print' menu
+ in the patron account in staff. It will show all items overdue.
- TRANSFERSLIP
Tech service <talkingtechitivaphonenotification-label>`), Print and SMS
(if you have set your :ref:`SMSSendDriver <smssenddriver,-smssendusername,-and-smssendpassword-label>`).
- - **Note**
-
- The Feed option is not yet a feature in Koha, it is there for
- future development.
-
-- See a `Sample Overdue Notice <#samplenotice>`__
-
.. _patron-card-creator-label:
Patron Card Creator
|image1225|
-After choosing the 'Add item(s)' button the Patron Search window pops
+After choosing the 'Add patron(s)' button the Patron Search window pops
up.
|image1226|
To delete one or multiple of these images, click the checkbox to the
right of each image you want to delete and click the 'Delete' button.
-.. _patrons-(anonymize,-bulk-delete)-label:
+.. _patrons-anonymize-bulk-delete-label:
Patrons (anonymize, bulk-delete)
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
- Click 'Export authority records'
-.. _inventory-label:
+.. _inventory-tool-label:
Inventory
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
- *Get there:* More > Tools > Catalog > Inventory
-Koha's Inventory Tool can be used in one of three ways:
+Koha's Inventory tool can be used in one of three ways:
1. By printing out a shelf list that you can then mark items off on;
+
2. By uploading a text file of barcodes gathered by a portable scanner;
+
3. By comparing a text file of barcodes gathered by a portable scanner to a
generated shelf list.
might be quite large.
- Library: choose the branch you want to check, as well as if that branch
- is the home library or the current of the items.
+ is the home library or the current holding library of the items.
+
- Shelving location (items.location) is: you can filter by location.
+
- Item callnumber between ... and ...: you can also limit the list to a specific
range of callnumbers.
- Last inventory date: enter a date here to skip items that have been marked
as seen recently.
+
- Skip items on loan: check this box to filter out loaned items from the list.
- Export to CSV file: check this box to generate a CSV file for altering in an
- Mark seen and quit: updates the 'last seen' date of the checked items to
today and returns to the previous screen.
+
- Mark seen and continue: updates the 'last seen' date of the checked items to
today and shows the next page of the list.
+
- Continue without marking: doesn't update any of the items on this page
and shows the next page of the list.
If you have a portable scanner (or a laptop and USB scanner) you can
walk through the library with the scanner in hand and scan barcodes as
-you come across them (on a laptop, scan the barcodes into a text file). Once finished you can then upload the text
-file generated by the scanner to Koha.
+you come across them (on a laptop, scan the barcodes into a text file). Once
+finished you can then upload the text file generated by the scanner to Koha.
|image317|
Alternatively, you can combine the two methods to automatically compare a list
of scanned barcodes with a generated list. First, upload you barcode file and
-choose the date you want to appear in the items' 'last seen' field. Then, check
-the 'Compare barcodes list to results'. Choose the filters (library, shelving
-location, callnumbers or statuses) to generate a list with which to compare
-your barcodes. Click on 'Submit'.
+choose the date you want to appear in the items' 'last seen' field. The 'Compare
+barcodes list to results' checkbox should automatically be checked. If you do
+not want the scanned items to be automatically checked-in if they are checked-out,
+make sure you check the 'Do not check in items scanned during inventory' checkbox.
+Choose the filters (library, shelving location, callnumbers or statuses) to generate a
+list with which to compare your barcodes. Click on 'Submit'.
- **Note**
+ **Note**
- Depending on the number of barcodes you are comparing, this may take a few
- minutes. It is not recommended to compare lists of more than 1000 barcodes as
- this may cause a session timeout.
+ Depending on the number of barcodes you are comparing, this may take a few
+ minutes. It is not recommended to compare lists of more than 1000 barcodes as
+ this may cause a session timeout.
Once Koha has finished comparing the barcodes file to the generated list, it
will return the number of items updated and a list of problematic items.
- Missing (not scanned): the item is in the generated list but not in the
barcodes file.
+
- Found in wrong place: the item is in the barcodes list, but not in the
generated list.
+
- Still checked out: the item is checked out, but is in the generated list. It
was not automatically checked in.
+
- Barcode not found: the barcode doesn't exist.
+
- Item withdrawn: the item has 'withdrawn' status, but it is in the barcodes
file.
.. _search-files-label:
-Search Files
+Search files
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
All uploaded files are searchable from below the upload form. Using the
form you can search any part of the filename and/or the Hashvalue.Search
uploaded files
-You will be presened with the results of your search.
+You will be presented with the results of your search.
|image1245|
+
+Access files
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+- *Get there:* More > Tools > Additional Tools > Access files
+
+This option allows access to files stored on the server from the staff interface.
+The directories where the files are stored need to be defined in the koha-conf.xml
+file. In order to be able to access the tool, a staff patron requires the superlibrarian
+or access_files patron permission
+
+|image1340|
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