.. _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
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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.
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- 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'
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-- 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.
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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
Batch patron modification
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-- *Get there:* More > Tools > Patrons and Circulation > Batch patron
+- *Get there:* More > Tools > Patrons and circulation > Batch patron
modification
With this tool you can make edits to a batch of patron records. Simply
.. _tag-moderation-label:
-Tag Moderation
+Tag moderation
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-- *Get there:* More > Tools > Patrons and Circulation > Tags
+- *Get there:* More > Tools > Patrons and circulation > Tags
Depending on your :ref:`tagging system preferences <tagging-label>`,
librarians may need to approve tags before they are published on the
-OPAC. This is done via the Tag Moderation Tool. If there are tags
+OPAC. This is done via the tag moderation tool. If there are tags
awaiting moderation they will be listed on the main staff dashboard
under the module labels:
.. _upload-patron-images-label:
-Upload Patron Images
+Upload patron images
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-- *Get there:* More > Tools > Patrons and Circulation > Upload Patron
- Images
+- *Get there:* More > Tools > Patrons and circulation > Upload patron
+ images
Patron images can be uploaded in bulk if you are :ref:`allowing patron
images <patronimages-label>` to be attached to patron records. These images
- Zip up the text file and the image files
-- Go to the Upload Patron Images Tool
+- Go to the Upload patron images tool
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