- Since values can contain spaces, additional doubled-quotes may
be required:
- - "INSTID:12345,BASEBALL:Cubs,""BASEBALL:White Sox"""
+ - "INSTID:12345,BASEBALL:Cubs,""BASEBALL:White Sox""
**Note**
.. _importing-patrons-label:
-Importing Patrons
+Importing patrons
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
Once you have created your file, you can use the patron import tool to
- Next you can choose default values to apply to all patrons you are
importing
- - ex. If you're importing patrons specific to one branch you can use
+ - For example, if you're importing patrons specific to one branch you can use
the field on the import form to apply the branch code to all those
you are importing.
-- Finally you need to decide on what data you want to replace if there
+- Finally, you need to decide on what data you want to replace if there
are duplicates.
- A matching record is found using the field you chose for matching
.. _notices-&-slips-label:
-Notices & Slips
+Notices & slips
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-- *Get there:* More > Tools > Patrons and Circulation > Notices & Slips
+- *Get there:* More > Tools > Patrons and circulation > Notices & slips
All notices and circulation receipts (or slips) generated by Koha can be
-customized using the Notices & Slips Tool. The system comes with several
+customized using the Notices & slips tool. The system comes with several
predefined templates that will appear when you first visit this tool.
|image258|
notices, using the :ref:`NoticeCSS` preference to define a
stylesheet.
-You will also want to review the `Customising Notices and Slips
+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:
-Adding Notices & Slips
+Adding notices & slips
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
To add a new notice or slip
-- Click 'New Notice'
+- Click 'New notice'
|image259|
- **Important**
Not all notices can be branch specific for more information
- review the `Customising Notices and Slips <https://wiki.koha-community.org/wiki/Customising_Notices_and_Slips>`_
+ 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
- Each notice offers you the same options
- If you plan on writing the notice or slip in HTML check the 'HTML
- Message' box, otherwise the content will be generated as plain
+ message' box, otherwise the content will be generated as plain
text
- - Message Subject is what will appear in the subject line of the
+ - Message subject is what will appear in the subject line of the
email
- In the message body feel free to type whatever message you feel is
- **Note**
- Review the `Customising Notices and Slips <https://wiki.koha-community.org/wiki/Customising_Notices_and_Slips>`_
+ Review the `Customising notices and slips <https://wiki.koha-community.org/wiki/Customising_Notices_and_Slips>`_
wiki page for more information.
- **Important**
Overdue notices can use <<items.content>> tags by
themselves, or use <item></item> to span all of the tags.
- Learn more about the :ref:`Overdue Notice
- Markup <overdue-notice-markup-label>`
+ Learn more about the :ref:`Overdue notice
+ markup <overdue-notice-markup-label>`
- On overdue notices make sure to use <<items.content>>
tags to print out the data related to all items that are
- The other option, only for overdue notices, is to use
the <item></item> tags to span the line so that it will
- print out multiple lines One example for the
+ print out multiple lines. One example for the
<item></item> tag option is:
<item>"<<biblio.title>>" by <<biblio.author>>,
.. _overdue-notice-markup-label:
-Overdue Notice Markup
+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 `Customising Notices and Slips
+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.
.. _existing-notices-&-slips-label:
-Existing Notices & Slips
+Existing notices & slips
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
Among the default notices are notices for several common actions within
Koha. All of these notices can be customized by altering their text via
-the Notices & Slips tool and their style using the
+the Notices & slips tool and their style using the
:ref:`NoticeCSS` preference to define a stylesheet. You will
-also want to review the `Customising Notices and Slips
+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:
- *Get there:*\ OPAC > Login > my messaging
- - *Get there:*\ Staff Client > Patron Record >
+ - *Get there:*\ Staff client > Patron record >
:ref:`Notices`
- CHECKOUT
- *Get there:*\ OPAC > Login > my messaging
- - *Get there:*\ Staff Client > Patron Record >
+ - *Get there:*\ Staff client > Patron record >
:ref:`Notices`
- DISCHARGE
- *Get there:*\ OPAC > Login > my messaging
- - *Get there:*\ Staff Client > Patron Record >
+ - *Get there:*\ Staff client > Patron record >
:ref:`Notices`
- DUEDGST
- *Get there:*\ OPAC > Login > my messaging
- - *Get there:*\ Staff Client > Patron Record >
+ - *Get there:*\ Staff client > Patron record >
:ref:`Notices`
-- HOLD (Hold Available for Pickup)
+- HOLD (Hold available for pickup)
- This notice is used if two criteria are met:
- *Get there:*\ OPAC > Login > my messaging
- - *Get there:*\ Staff Client > Patron Record >
+ - *Get there:*\ Staff client > Patron record >
:ref:`Notices`
- When this notice references the branches table it is referring to
- ODUE (Overdue notice)
- - This notice is used to send Overdue Notices to patrons
+ - This notice is used to send overdue notices to patrons
- 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>`
+ - Requires that you set :ref:`Overdue notice/status
+ triggers <overdue-notice/status-triggers-label>`
- ORDERED
- *Get there:*\ OPAC > Login > my messaging
- - *Get there:*\ Staff Client > Patron Record >
+ - *Get there:*\ Staff client > Patron record >
:ref:`Notices`
- PREDUEDGST
- *Get there:*\ OPAC > Login > my messaging
- - *Get there:*\ Staff Client > Patron Record >
+ - *Get there:*\ Staff client > Patron record >
:ref:`Notices`
- REJECTED
- *Get there:*\ OPAC > Login > my messaging
- - *Get there:*\ Staff Client > Patron Record >
+ - *Get there:*\ Staff client > Patron record >
:ref:`Notices`
- SERIAL_ALERT (New serial issue)
can also be managed.
- *Get there:* More > Serials > :ref:`New
- Subscription <add-a-subscription-label>`
+ subscription <add-a-subscription-label>`
- You have the option to select the notice used to inform the patron
about a received serial issue for a subscription. Choose from the
There are also a set of predefined slips (or receipts) listed on this
page. All of these slips can be customized by altering their text via
-the Notices & Slips tool and their style using the
+the Notices & slips tool and their style using the
:ref:`SlipCSS` preference to define a stylesheet. Here is what
those slips are used for:
.. _overdue-notice/status-triggers-label:
-Overdue Notice/Status Triggers
+Overdue notice/status triggers
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-- *Get there:* More > Tools > Patrons and Circulation > Overdue
- Notice/Status Triggers
+- *Get there:* More > Tools > Patrons and circulation > Overdue
+ notice/status triggers
In order to send the overdue notices that you defined using the
:ref:`Notices <notices-&-slips-label>` tool, you need to first set the triggers to have
delay may or may not include days the library is closed based on the
:ref:`holiday calendar <calendar-label>`.
-The Overdue Notice/Status Triggers tool gives the librarian the power to
+The Overdue notice/status triggers tool gives the librarian the power to
send up to three notices to each patron type notifying them of overdue
items
.. _patron-card-creator-label:
-Patron Card Creator
+Patron card creator
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-- *Get there:* More > Tools > Patron Card Creator
+- *Get there:* More > Tools > Patron card creator
-The Patron Card Creator allow you to use layouts and templates which you
+The patron card creator allow you to use layouts and templates which you
design to print your custom patron cards on your printer. Here are some
-of the features of the Patron Card Creator module:
+of the features of the patron card creator module:
- Customize patron card layouts with text retrieved from the Koha
patron data
Layouts
^^^^^^^^^^^^^^^^^^^^^^^^^^
-- *Get there:* More > Tools > Patron Card Creator > Manage > Layouts
+- *Get there:* More > Tools > Patron card creator > Manage > Layouts
A layout defines the text and images that will be printed on to the card
and where it will appear.
.. _patron-add-a-layout-label:
-Add a Layout
+Add a layout
'''''''''''''''''''''''''''''''''
If you have no layouts defined, you will add a new layout by clicking
- **Note**
- A Postscript Point is 1/72" an Adobe Agate is 1/64", an Inch
+ A Postscript Point is 1/72", an Adobe Agate is 1/64", an Inch
is 25.4 SI Millimeters
-- Next note if this layout is for the front or the back of the patron
+- Next, note if this layout is for the front or the back of the patron
card
- **Note**
location of the text on the card using the lower X and Y coordinates
- In order to show the barcode and the patron card number you will need
- to check the 'Print Card Number as Barcode' option. This will turn
+ to check the 'Print card number as barcode' option. This will turn
the patron card number into a barcode. If you want the number to
- print in human readable format you will need to check the 'Print Card
- Number as Text Under Barcode' option.
+ print in human readable format you will need to check the 'Print card
+ number as text under barcode' option.
- Finally you can choose up to two images to print on the card.
can resize to meet your needs.
- The other image can be something like a library logo or symbol
- that you uploaded using the ':ref:`Manage
- Images <manage-images-label>`' module of the Patron Card Creator
+ that you uploaded using the ':ref:`manage
+ images <manage-images-label>`' module of the patron card creator
Tool.
**Important**
Templates
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-- *Get there:* More > Tools > Patron Card Creator > Manage > Card
+- *Get there:* More > Tools > Patron card creator > Manage > Card
templates
A template describes the arrangement of labels on the label sheet/card
.. _patron-add-a-template-label:
-Add a Template
+Add a template
'''''''''''''''''''''''''''''''''''''
To add a new template click on the 'New template' button at the top of
|image264|
Using the form that appears after pressing either 'Edit' or 'New
-template'you can define the template for your sheet of labels or cards.
+template' you can define the template for your sheet of labels or cards.
|image265|
- Template ID is simply a system generated unique id
-- Template Code should be the name of this template to identify it on a
+- Template code should be the name of this template to identify it on a
list of templates
-- You can use the Template Description to add additional information
+- You can use the template description to add additional information
about the template
- The Units pull down is used to define what measurement scale you're
- **Note**
- A Postscript Point is 1/72" an Adobe Agate is 1/64", an Inch
+ A Postscript Point is 1/72", an Adobe Agate is 1/64", an Inch
is 25.4 SI Millimeters
- The measurements (page height, page width, card width, card height)
Profiles
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-- *Get there:* More > Tools > Patron Card Creator > Manage > Profiles
+- *Get there:* More > Tools > Patron card creator > Manage > Profiles
A profile is a set of "adjustments" applied to a given
:ref:`template <patron-templates-label>` just prior to printing which compensates
.. _patron-add-a-profile-label:
-Add a Profile
+Add a profile
'''''''''''''''''''''''''''''''''''
To add a new profile, you want to click on the 'Profiles' button at the
-top of your page and choose 'New Profile'
+top of your page and choose 'New profile'
|image268|
|image269|
-- The Printer Name and Paper Bin do not have to match your printer
+- The Printer name and Paper bin do not have to match your printer
exactly, they are for your reference so you can remember what printer
you have set the profile for.
- **Note**
- A Postscript Point is 1/72" an Adobe Agate is 1/64", an Inch
+ A Postscript Point is 1/72", an Adobe Agate is 1/64", an Inch
is 25.4 SI Millimeters
- Offset should be used when the entire image is off center either
horizontal creep should be set to (minus) -0.03 " to make up for
this difference.
-After saving, your profiles will appear on the 'Manage Printer Profiles'
+After saving, your profiles will appear on the 'Manage printer profiles'
page.
|image271|
Batches
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-- *Get there:* More > Tools > Patron Card Creator > Manage > Card
+- *Get there:* More > Tools > Patron card creator > Manage > Card
batches
A batch is a collection of patrons for whom you want to generate cards.
.. _patron-add-a-batch-label:
-Add a Batch
+Add a batch
'''''''''''''''''''''''''''''''
To add a new batch, you want to click on the 'New batches' button at the
|image1225|
-After choosing the 'Add item(s)' button the Patron Search window pops
+After choosing the 'Add item(s)' button the patron search window pops
up.
|image1226|
.. _manage-images-label:
-Manage Images
+Manage images
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-- *Get there:* More > Tools > Patron Card Creator > Manage > Images
+- *Get there:* More > Tools > Patron card creator > Manage > Images
Images uploaded using this tool will appear on the menu when creating
:ref:`patron card layouts <patron-card-layouts-label>`. You are limited in how many
.. _patrons-anonymize-bulk-delete-label:
-Patrons (anonymize, bulk-delete)
+Batch patron deletion/anonymization
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-- *Get there:* More > Tools > Patrons and Circulation > Patrons
- (anonymize, bulk-delete)
+- *Get there:* More > Tools > Patrons and circulation > Batch patron
+ deletion/anonymization
This tool allows you to bulk anonymize circulation histories (this means
that you keep records of how many times items were checked out - but not
To either delete or anonymize patrons
-- Check the 'Verify' box on the task you would like to complete (Delete
- or Anonymize)
+- Check the 'Verify' box on the task you would like to complete (delete
+ or anonymize)
- Enter a date before which you want to alter the data
projects / kohadocs.git / blobdiff