-Tools
-=====
-
-Tools in Koha all perform some sort of action. Often many of the items
-listed under Tools in Koha are referred to as 'Reports' in other library
-management systems.
-
-- *Get there:* More > Tools
-
-`Patrons and Circulation <#patrontools>`__
-------------------------------------------
-
-`Patron lists <#patronlists>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-- *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 `batch patron modification tool <#batchpatronmod>`__ or
-reporting.
-
-Patron lists
-|image245|
-
-To create a new list of patrons click the 'New patron list' button
-
-New patron list
-|image246|
-
-Enter a list name and save the list.
-
-Empty patron list
-|image247|
-
-Each list has an 'Actions' menu with more list options.Patron list
-actions
-
-To add patrons to the list click the 'Add patrons' link in the 'Actions'
-menu.
-
-Add patron to a list
-|image248|
-
-Enter the patron's name or cardnumber in the search box and click on the
-right result to add the patron.
-
-Patrons to add
-|image249|
-
-Once you have all of the patrons you would like to add you can click the
-'Add patrons' button to save them to the list.
-
-List of patrons
-|image250|
-
-`Comments <#comments>`__
-~~~~~~~~~~~~~~~~~~~~~~~~
-
-- *Get there:* More > Tools > Patrons and Circulation > Comments
-
-All comments added by patrons via the OPAC to bibliographic records
-require moderation by the librarians. If there are comments awaiting
-moderation they will be listed on the main page of the staff client
-below the module list:
-
-Comments pending approval
-|image251|
-
-and next to the Comments tool on the Tools ModuleComment count on Tools
-
-To moderate comments click on the notification on the main dashboard or
-go directly to the Comments Tool and click 'Approve' or 'Delete' to the
-right of the comments awaiting moderation.
-
-Comment awaiting moderation
-|image252|
-
-If there are no comments to moderate you will see a message saying just
-that
-
-No comments to moderate
-|image253|
-
-You can also review and unapprove comments you have approved in the past
-by choosing the 'Approved comments' tab
-
-Approved comments
-|image254|
-
-`Patron Import <#patronimport>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-- *Get there:* More > Tools > Patrons and Circulation > Import Patrons
-
-The patron import tool can be used at any time to add patrons in bulk.
-It is commonly used in universities and schools when a new batch of
-students registers.
-
-`Creating Patron File <#createpatronfile>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-Your Koha installation comes with a blank CSV file that you can use as a
-template for your patron records. If you would like to create the file
-yourself, make sure that your file has the following fields in this
-order as the header row:
-
-cardnumber, surname, firstname, title, othernames, initials,
-streetnumber, streettype, address, address2, city, state, zipcode,
-country, email, phone, mobile, fax, emailpro, phonepro, B\_streetnumber,
-B\_streettype, B\_address, B\_address2, B\_city, B\_state, B\_zipcode,
-B\_country, B\_email, B\_phone, dateofbirth, branchcode, categorycode,
-dateenrolled, dateexpiry, gonenoaddress, lost, debarred,
-debarredcomment, contactname, contactfirstname, contacttitle,
-guarantorid, borrowernotes, relationship, ethnicity, ethnotes, sex,
-password, flags, userid, opacnote, contactnote, sort1, sort2,
-altcontactfirstname, altcontactsurname, altcontactaddress1,
-altcontactaddress2, altcontactaddress3, altcontactstate,
-altcontactzipcode, altcontactcountry, altcontactphone, smsalertnumber,
-privacy, patron\_attributes
-
- **Important**
-
- The 'password' should be stored in plaintext, and will be converted
- to a Bcrypt hash.
-
- If your passwords are already encrypted, talk to your systems
- administrator about options
-
- **Important**
-
- Date formats should match your `system preference <#dateformat>`__,
- and must be zero-padded, e.g. '01/02/2008'.
-
- **Important**
-
- The fields 'branchcode', 'categorycode' and all fields you have
- defined in the `BorrowerMandatoryField <#BorrowerMandatoryField>`__
- preference are required and must match valid entries in your
- database.
-
- **Note**
-
- If loading `patron attributes <#patronattributetypes>`__, the
- 'patron\_attributes' field should contain a comma-separated list of
- attribute types and values.
-
- - The attribute type code and a colon should precede each value.
-
- - For example: "INSTID:12345,BASEBALL:Cubs"
-
- - This field must be wrapped in quotes if multiple values are
- defined.
-
- - Since values can contain spaces, additional doubled-quotes may
- be required:
-
- - "INSTID:12345,BASEBALL:Cubs,""BASEBALL:White Sox"""
-
- - When replacing a patron record, any attributes specified in
- the input file replace all of the attribute values of any type
- that were previously assigned to the patron record.
-
-`Importing Patrons <#importpatrons>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-Once you have created your file, you can use the Patron Import Tool to
-bring the data into Koha.
-
-- Choose your CSV file
-
- Import Patron Form
- |image255|
-
-- Choose to match on 'Cardnumber' or 'Username' to prevent adding of
- duplicate card numbers to the system
-
- Patron match options
- |image256|
-
-- 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
- 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
- are duplicates.
-
- If match found
- |image257|
-
- - A matching record is found using the field you chose for matching
- criteria to prevent duplication
-
- - If you included patron attributes in your file you can decide
- whether to add your values to existing values or erase existing
- values and enter only your new values.
-
-`Notices & Slips <#notices>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-- *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
-predefined templates that will appear when you first visit this tool.
-
-Notices & Slips Tool
-|image258|
-
-Each notice can be edited, but only a few can be deleted, this is to
-prevent system errors should a message try to send without a template.
-Each notice and slip can be edited on a per library basis, by default
-you will see the notices for all libraries.
-
-If you have a style you'd like applied to all slips you can point the
-`SlipCSS <#SlipCSS>`__ preference to a stylesheet. The same is true for
-notices, using the `NoticeCSS <#NoticeCSS>`__ preference to define a
-stylesheet.
-
-You will also want to review the `Notices & Slips Field
-Guide <#noticesfieldguide>`__ for more information on formatting these
-notices.
-
-`Adding Notices & Slips <#addnotices>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-To add a new notice or slip
-
-- Click 'New Notice'
-
- New Notice Form
- |image259|
-
-- Choose which library this notice or slip is for
-
- - **Important**
-
- Not all notices can be branch specific for more information
- review the `Notices & Slips Field
- Guide <#noticesfieldguide>`__ in this manual.
-
-- Choose the module this notice is related to
-
-- The Code is limited to 20 characters
-
- - **Important**
-
- When working with the overdue notices you want each notice at
- each branch to have a unique code. Think about using the
- branch code in front of the notice code for each branch.
-
-- Use the name field to expand on your Code
-
- - **Note**
-
- With overdue notices, be sure to put your branch name in the
- description as well so that it will be visible when setting up
- your `triggers <#noticetriggers>`__.
-
-- Next you can customize the notice for every possible delivery method
-
- - Every notice should have an Email template set for itNew Email
- notice
-
- - If you're using the
- `TalkingTechItivaPhoneNotification <#TalkingTechItivaPhoneNotification>`__
- service you can set up a Phone notificationNew Phone notice
-
- - If you plan on printing this notice you can set the Print template
- nextNew Print notice
-
- - If you have enabled SMS notices with the
- `SMSSendDriver <#SMSSendDriver>`__ preference you can set the text
- for your SMS notices nextNew SMS notice
-
-- 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
- text
-
- - 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
- best, use the fields on the left hand side to enter individualized
- data from the from database.
-
- - **Note**
-
- Review the `Notices & Slip Field
- Guide <#noticesfieldguide>`__ for info on what fields can
- be used here.
-
- - **Important**
-
- Overdue notices can use <<items.content>> tags by
- themselves, or use <item></item> to span all of the tags.
- Learn more about the `Overdue Notice
- Markup <#noticemarkup>`__
-
- - On overdue notices make sure to use <<items.content>>
- tags to print out the data related to all items that are
- overdue.
-
- - 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
- <item></item> tag option is:
-
- <item>"<<biblio.title>>" by <<biblio.author>>,
- <<items.itemcallnumber>>, Barcode: <<items.barcode>> ,
- Checkout date: <<issues.issuedate>>, Due date:
- <<issues.date\_due>> Fine: <<items.fine>> Due date:
- <<issues.date\_due>> </item>
-
- - **Important**
-
- Only the overdue notices take advantage of the
- <item></item> tags, all other notices referencing items
- need to use <<items.content>>
-
- - **Note**
-
- To add today's date you can use the <<today>> syntax
-
- - **Note**
-
- If you don't want to print the patron's full name on your
- slips or notice you can enter data in the Other name or
- Initials field for each patron and use that value instead.
-
-`Overdue Notice Markup <#noticemarkup>`__
-'''''''''''''''''''''''''''''''''''''''''
-
-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 `Notices & Slips Field Guide <#noticesfieldguide>`__
-for information on formatting item information in these notices.
-
- **Important**
-
- These new tags only work on the overdue notices, not other
- circulation related notices at this time.
-
-These tags are <item> and </item> which should enclose all fields from
-the biblio, biblioitems, and items tables.
-
-An example of using these tags in a notice template might be like:
-
-::
-
- The following item(s) is/are currently overdue:
-
- <item>"<<biblio.title>>" by <<biblio.author>>, <<items.itemcallnumber>>, Barcode: <<items.barcode>> Fine: <<items.fine>></item>
-
-Which, assuming two items were overdue, would result in a notice like:
-
-::
-
- The following item(s) is/are currently overdue:
-
- "A Short History of Western Civilization" by Harrison, John B, 909.09821 H2451, Barcode: 08030003 Fine: 3.50
- "History of Western Civilization" by Hayes, Carlton Joseph Huntley, 909.09821 H3261 v.1, Barcode: 08030004 Fine: 3.50
-
-`Existing Notices & Slips <#existingnotices>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-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
-`NoticeCSS <#NoticeCSS>`__ preference to define a stylesheet. You will
-also want to review the `Notices & Slips Field
-Guide <#noticesfieldguide>`__ for information on formatting item
-information in these notices. Here are some of what those notices do:
-
-- ACCTDETAILS
-
- - Sent to patrons when their account is set up if the
- `AutoEmailOPACUser <#AutoEmailOPACUser>`__ preference is set to
- 'Send'
-
-- ACQCLAIM (Acquisition Claim)
-
- - Used in the claim acquisition module
-
- - *Get there:* More > Acquisitions > Late issues
-
-- CHECKIN
-
- - This notice is sent as the 'Check in' notice for all items that
- are checked in
-
- - This notice is used if two criteria are met:
-
- 1. The
- `EnhancedMessagingPreferences <#EnhancedMessagingPreferences>`__
- is set to 'Allow'
-
- 2. The patron has requested to receive this notice
-
- - *Get there:*\ OPAC > Login > my messaging
-
- - *Get there:*\ Staff Client > Patron Record >
- `Notices <#patnotices>`__
-
-- CHECKOUT
-
- - This notice is sent as the 'Check out' notice for all items that
- are checked out
-
- - This notice is used if two criteria are met:
-
- 1. The
- `EnhancedMessagingPreferences <#EnhancedMessagingPreferences>`__
- is set to 'Allow'
-
- 2. The patron has requested to receive this notice
-
- - *Get there:*\ OPAC > Login > my messaging
-
- - *Get there:*\ Staff Client > Patron Record >
- `Notices <#patnotices>`__
-
-- DUE
-
- - This notice is sent as the 'Item due' for an item is due
-
- - This notice is used if two criteria are met:
-
- 1. The
- `EnhancedMessagingPreferences <#EnhancedMessagingPreferences>`__
- is set to 'Allow'
-
- 2. The patron has requested to receive this notice
-
- - *Get there:*\ OPAC > Login > my messaging
-
- - *Get there:*\ Staff Client > Patron Record >
- `Notices <#patnotices>`__
-
-- DUEDGST
-
- - This notice is sent as the 'Item due' for all items that are due
-
- - This notice is used if two criteria are met:
-
- 1. The
- `EnhancedMessagingPreferences <#EnhancedMessagingPreferences>`__
- is set to 'Allow'
-
- 2. The patron has requested to receive this notice as a digest
-
- - *Get there:*\ OPAC > Login > my messaging
-
- - *Get there:*\ Staff Client > Patron Record >
- `Notices <#patnotices>`__
-
-- HOLD (Hold Available for Pickup)
-
- - This notice is used if two criteria are met:
-
- 1. The
- `EnhancedMessagingPreferences <#EnhancedMessagingPreferences>`__
- is set to 'Allow'
-
- 2. The patron has requested to receive this notice
-
- - *Get there:*\ OPAC > Login > my messaging
-
- - *Get there:*\ Staff Client > Patron Record >
- `Notices <#patnotices>`__
-
- - When this notice references the branches table it is referring to
- the pickup branch information.
-
-- HOLDPLACED (a notice to the library staff that a hold has been
- placed)
-
- - This notice requires the
- `emailLibrarianWhenHoldIsPlaced <#emailLibrarianWhenHoldIsPlaced>`__
- system preference to be set to 'Enable'
-
- - When this notice references the branches table it is referring to
- the pickup branch information.
-
-- MEMBERSHIP\_EXPIRY
-
- - This notice can be sent to patrons to warn them that their cards
- are expiring soon.
-
- - Requires that you have the
- `MembershipExpiryDaysNotice <#MembershipExpiryDaysNotice>`__ set
- and the `related cron job <#patronexpirycron>`__ set.
-
-- ODUE (Overdue Notice)
-
- - This notice is used to send Overdue Notices to Patrons
-
- - See a `Sample Overdue Notice <#samplenotice>`__
-
- - Requires that you set `Overdue Notice/Status
- Triggers <#noticetriggers>`__
-
-- PREDUE
-
- - This notice is sent as the 'Advanced notice' for an item is due
-
- - This notice is used if two criteria are met:
-
- 1. The
- `EnhancedMessagingPreferences <#EnhancedMessagingPreferences>`__
- is set to 'Allow'
-
- 2. The patron has requested to receive this notice
-
- - *Get there:*\ OPAC > Login > my messaging
-
- - *Get there:*\ Staff Client > Patron Record >
- `Notices <#patnotices>`__
-
-- PREDUEDGST
-
- - This notice is sent as the 'Advanced notice' for all items that
- are due
-
- - This notice is used if two criteria are met:
-
- 1. The
- `EnhancedMessagingPreferences <#EnhancedMessagingPreferences>`__
- is set to 'Allow'
-
- 2. The patron has requested to receive this notice as a digest
-
- - *Get there:*\ OPAC > Login > my messaging
-
- - *Get there:*\ Staff Client > Patron Record >
- `Notices <#patnotices>`__
-
-- RENEWAL
-
- - This notice is sent as the 'Check out' notice for all items that
- are renewed
-
- - This notice is used if three criteria are met:
-
- 1. The
- `EnhancedMessagingPreferences <#EnhancedMessagingPreferences>`__
- is set to 'Allow'
-
- 2. The `RenewalSendNotice <#RenewalSendNotice>`__ preference is
- set to 'Send'
-
- 3. The patron has requested to receive the checkout notice
-
- - *Get there:*\ OPAC > Login > my messaging
-
- - *Get there:*\ Staff Client > Patron Record >
- `Notices <#patnotices>`__
-
-- RLIST (Routing List)
-
- - Used in the serials module to notify patrons/staff of new issues
- of a serial
-
- - *Get there:* More > Serials > `New
- Subscription <#newsubscription>`__
-
- - You have the option to select the 'Routing List' notice when
- creating a new subscription (Choose from the 'Patron notification'
- drop down).
-
- - **Note**
-
- Notice also that if you'd like to notify patrons of new serial
- issues, you can click on 'define a notice' which will take you
- to the 'Notices' tool
-
-- SHARE\_ACCEPT
-
- - Used to notify a patron when another patron has accepted their
- shared list.
-
- - Requires that you set
- `OpacAllowSharingPrivateLists <#OpacAllowSharingPrivateLists>`__
- to 'Allow'
-
-- SHARE\_INVITE
-
- - Used to notify a patron that another patron would like to share a
- list with them.
-
- - Requires that you set
- `OpacAllowSharingPrivateLists <#OpacAllowSharingPrivateLists>`__
- to 'Allow'
-
-- TO\_PROCESS
-
- - Used to notify a staff member if a purchase suggestion has been
- moved to the fund they manage
-
- - Requires the
- `notice\_unprocessed\_suggestions <#emailsuggestfund>`__ cron job
-
-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
-`SlipCSS <#SlipCSS>`__ preference to define a stylesheet. Here is what
-those slips are used for:
-
-- ISSUEQSLIP
-
- - Used to print the quick slip in circulation
-
- - The quick slip only includes items that were checked out today
-
-- ISSUESLIP
-
- - Used to print a full slip in circulation
-
- - The slip or receipt will show items checked out today as well as
- items that are still checked out
-
-- HOLD\_SLIP
-
- - Used to print a holds slip
-
- - The holds slip is generated when a hold is confirmed
-
-- TRANSFERSLIP
-
- - Used to print a transfer slip
-
- - The transfer slip is printed when you confirm a transfer from one
- branch to another in your system
-
-`Overdue Notice/Status Triggers <#noticetriggers>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-- *Get there:* More > Tools > Patrons and Circulation > Overdue
- Notice/Status Triggers
-
-In order to send the overdue notices that you defined using the
-`Notices <#notices>`__ tool, you need to first set the triggers to have
-these messages.
-
- **Important**
-
- In order to have overdue notices sent to your patrons, you need to
- `set that patron category <#addingpatroncat>`__ to require overdue
- notices.
-
- **Important**
-
- Depending on the value of your
- `OverdueNoticeCalendar <#OverdueNoticeCalendar>`__ preference the
- delay may or may not include days the library is closed based on the
- `holiday calendar <#calholidays>`__.
-
-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
-
-Overdue Notice/Status Triggers Tool
-|image260|
-
-- Delay is the number of days after an issue is due before an action is
- triggered.
-
- - **Important**
-
- If you want Koha to trigger an action (send a letter or
- restrict member), a delay value is required.
-
-- To send additional notices, click on the tabs for 'Second' and
- 'Third' notice
-
-- If you would like to prevent a patron from checking items out because
- of their overdue items, check the 'Restrict' box, this will put a
- notice on the patron's record at checkout informing the librarian
- that the patron cannot check out due to overdue items.
-
- - If you choose to restrict a patron in this way you can also have
- Koha automatically remove that restriction with the
- `AutoRemoveOverduesRestrictions <#AutoRemoveOverduesRestrictions>`__
- preference.
-
-- Next you can choose the delivery method for the overdue notice. You
- can choose from Email, Phone (if you are using the `iTiva Talking
- Tech service <#TalkingTechItivaPhoneNotification>`__), Print and SMS
- (if you have set your `SMSSendDriver <#SMSSendDriver>`__).
-
- - **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 <#patroncardcreator>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-- *Get there:* More > Tools > Patron Card Creator
-
-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:
-
-- Customize patron card layouts with text retrieved from the Koha
- patron data
-
-- Design custom card templates for printed patron cards (to match the
- label sheets)
-
-- Build and manage batches of patron cards to print
-
-- Export (as PDF) single or multiple batches to print
-
-- Export (as PDF) single or multiple patron cards from within a batch
-
-`Layouts <#cardlayouts>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-- *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.
-
- **Note**
-
- Up to three lines of text, the patron's number in barcode
- representation and up to two images can be printed on to the card.
-
-`Add a Layout <#addcardlayout>`__
-'''''''''''''''''''''''''''''''''
-
-If you have no layouts defined, you will add a new layout by clicking
-the 'New' button and choosing 'Layout'.New layout button
-
-You may also choose to press 'Manage layout' on the left side. Here you
-are offered a list of available layouts you can select for editing. But
-at the top of the page there is still the 'New layout' button.
-
-Add New Layout
-|image261|
-
-- The name you assign to the layout is for your benefit, name it
- something that will be easy to identify at a later date
-
-- The Units pull down is used to define what measurement scale you're
- going to be using for your layout.
-
- Units of Measurement
- |image262|
-
- - **Note**
-
- 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
- card
-
- - **Note**
-
- You will need a layout for both the front and back of your
- card if you have 2-sided library cards, this option doesn't
- allow you to print two sided cards, just lets you track which
- side of the card you're designing.
-
-- You have the option of adding up to 3 lines of text to your card.
- Your text can be static text of your choosing and/or fields from the
- patron record. If you want to print fields from the patron record you
- want to put the field names in brackets like so - <firstname>
-
- - **Note**
-
- A full list of field names can be found in the database schema
- at http://schema.koha-community.org
-
-- For each line of text, you can choose your font, font size and the
- 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
- 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.
-
-- Finally you can choose up to two images to print on the card.
-
- - One can be the `patron image <#uploadpatronimages>`__ which you
- can resize to meet your needs.
-
- - The other image can be something like a library logo or symbol
- that you uploaded using the '`Manage
- Images <#managecardimages>`__' module of the Patron Card Creator
- Tool.
-
- **Important**
-
- It is the designers responsibility to define textlines, barcode and
- images such that overlap is avoided.
-
-After saving, your layouts will appear on the 'Manage layouts' page.
-
-Manage Layouts
-|image263|
-
-`Templates <#patrontemplate>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-- *Get there:* More > Tools > Patron Card Creator > Manage > Card
- templates
-
-A template describes the arrangement of labels on the label sheet/card
-stock you are using. This might be Avery 5160 for address labels,
-Gaylord 47-284 for spine labels or Avery 28371 for your patron cards,
-just to give a couple of examples. All of the information you will need
-for setting up a template may be on the packaging, and if not it can
-usually be found on the vendor's website or can be measured from a
-sample sheet.
-
-`Add a Template <#addcardtemplate>`__
-'''''''''''''''''''''''''''''''''''''
-
-To add a new template click on the 'New template' button at the top of
-your page which brings you to the Edit template form immediately. You
-may also choose to press 'Manage templates' on the left side. Here you
-are offered a list of available templates you can select for editing.
-But in the top of the page there is still the 'New template' button.
-
-New template button
-|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.
-
-Add Patron Card Template
-|image265|
-
-- Template ID is simply a system generated unique id
-
-- 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
- about the template
-
-- The Units pull down is used to define what measurement scale you're
- going to be using for the template.
-
- Measurement Units
- |image266|
-
- - **Note**
-
- 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)
- may be on the packaging, and if not it can usually be found on the
- vendor's website or can be measured from a sample sheet.
-
-- A profile is a set of "adjustments" applied to a given template just
- prior to printing which compensates for anomalies unique and peculiar
- to a given printer (to which the profile is assigned).
-
- - Before defining a profile try printing some sample cards so that
- you can take measurements to define a profile to perform the right
- adjustments for your printer/template combination.
-
- - After finding and documenting any anomalies in the printed
- document, then you can `create a profile <#addcardprofile>`__ and
- assign it to the template.
-
- - **Important**
-
- Do not specify a profile unless needed, i.e. do not click to
- define a printer profile. It is not possible to remove a
- profile from a template but you can switch to another profile.
-
- - **Note**
-
- If you are using different printers you may be required to
- define several templates that are identical only different
- profiles are specified.
-
-After saving, your templates will appear on the 'Manage templates' page.
-
-Manage Templates
-|image267|
-
-`Profiles <#patronprofile>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-- *Get there:* More > Tools > Patron Card Creator > Manage > Profiles
-
-A profile is a set of "adjustments" applied to a given
-`template <#patrontemplate>`__ just prior to printing which compensates
-for anomalies unique and peculiar to a given printer. This means if you
-set a template up and then print a sample set of data and find that the
-items are not all aligned the same on each card, you need to set up a
-profile for each printer (or even different tray selections on the same
-printer) to make up for the differences in printing styles, such as the
-shifting of text to the left, right, top or bottom.
-
-If your cards are printing just the way you want, you will not need a
-profile.
-
-`Add a Profile <#addcardprofile>`__
-'''''''''''''''''''''''''''''''''''
-
-To add a new profile, you want to click on the 'Profiles' button at the
-top of your page and choose 'New Profile'
-
-New Profile Button
-|image268|
-
-To add a new profile, you want to click on the 'New profile' button at
-the top of your page. Using the form that appears you can define the
-values to correct the card misalignments on your label sheet. You may
-also choose 'Manage profiles' on the left side and select one of the
-currently available profiles for editing.
-
-Add Printer Profile
-|image269|
-
-- 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**
-
- For example: if you want to use the Printer model number in
- printer name you can, or you can call it 'the printer on my
- desk'
-
-- Template will be filled in once you have chosen which template to
- apply the profile to on the `template edit form <#addcardtemplate>`__
-
-- The Units pull down is used to define what measurement scale you're
- going to be using for your profile.
-
- Units of Measurement
- |image270|
-
- - **Note**
-
- 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
- vertically or horizontally. Creep describes a condition where the
- distance between the labels changes across the page or up and down
- the page
-
- - For offset and creep values, negative numbers move the printed
- information up and to the left on the printed sheet and positive
- numbers move down and to the right
-
- - Example: the text is printed 0 .25" from the left edge of the
- first label, 0 .28" from the left edge of the second label and 0
- .31" from the left edge of the third label. This means the
- 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'
-page.
-
-Manage Profiles
-|image271|
-
-Once you have saved your new profile, you can return to the list of
-templates and choose to edit the template that this profile is for.
-
-`Batches <#patroncardbatches>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-- *Get there:* More > Tools > Patron Card Creator > Manage > Card
- batches
-
-A batch is a collection of patrons for whom you want to generate cards.
-
-`Add a Batch <#addcardbatch>`__
-'''''''''''''''''''''''''''''''
-
-To add a new batch, you want to click on the 'New batches' button at the
-top of your page. Choosing the menu item 'Manage batches' on the left a
-list of already defined batches is displayed. In this display you can
-either select a batch for editing or add a new batch.
-
-New Batch Button
-|image272|
-
-For a new batch a message pops up and directs you to select patrons to
-be processed in this batch.No items in batch
-
-After choosing the 'Add item(s)' button the Patron Search window pops
-up.Patron search
-
-From here you can search for patrons to add to your batch by any part of
-their name, their category and/or library. Entering \* in the search box
-will display all the patrons. Patron search results
-
-From the results you can add patrons to the batch by clicking the 'Add'
-button. After adding patrons from the results you can start over and
-perform another search or click 'Close' at the bottom of the screen to
-indicate that you are done. You will then be presented with your
-batch.Patron batch
-
-If you are satisfied with your batch you can proceed to export. If you
-want to correct or even delete that batch the buttons to do so can be
-found at the top of your screen. You can always come back here through
-the 'Manage > Card batches' button.
-
-If you would like to export all patron cards you can click 'Export card
-batch' otherwise you can choose specific patrons to print cards for by
-checking the box to the right of their names and then choose 'Export
-selected card(s)' at the top.
-
-The export menu will ask you to choose a template, a layout and starting
-position (where on the sheet should printing begin).
-
- **Note**
-
- For the starting position if the first 6 labels have already been
- used on your sheet you can start printing on label in position 7 on
- the sheet. The labels are numbered left to right from top to bottom.
-
-Export batch
-
-Once you click 'Export' you will be presented with a PDF of your labels
-for printingPDF Export
-
-When you open the PDF you will see the cards for printing
-
-Final cards
-|image273|
-
-The above image shows a layout that is made up of two textlines. The
-first one is just plain text, the second one is composed of the
-<firstname> <surname> fields. A patron image is printed (if available)
-and the barcode of patrons number is displayed in code 39. All this is
-printed on a template with three columns and 8 rows using position 1-3
-here. When printing this PDF please take care that your printer doesn't
-rescale the PDF (e.g do not fit to paper size) otherwise the printer
-will not be able to print to the right place per your templates.
-
-`Manage Images <#managecardimages>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-- *Get there:* More > Tools > Patron Card Creator > Manage > Images
-
-Images uploaded using this tool will appear on the menu when creating
-`patron card layouts <#cardlayouts>`__. You are limited in how many
-images you can upload (not counting patron images) by the
-`ImageLimit <#ImageLimit>`__ system preference.
-
- **Important**
-
- Images must be under 500k in size.
-
- **Note**
-
- Pictures uploaded with this tool should be at least 300dpi which is
- the minimum quality for a printable image.
-
-In the center of the screen is a simple upload form, simply browse for
-the file on your computer and give it a name you'll recognize later.
-
-Upload Images
-|image274|
-
-Once the file is uploaded you will be presented with a confirmation
-message.
-
-Image Uploaded
-|image275|
-
-And the image will be listed with all of your others on the right hand
-side of the page.
-
-Images
-|image276|
-
-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) <#anonpatrons>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-- *Get there:* More > Tools > Patrons and Circulation > Patrons
- (anonymize, bulk-delete)
-
-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
-the patrons who checked the items out) or bulk delete patrons (remove
-them from the system completely).
-
- **Important**
-
- Patrons with outstanding fines or items checked out are not saved.
- They are not completely removed from the system (they are only moved
- to the delete\_borrowers table), but this tool does not provide as
- many checks as one may desire.
-
- **Important**
-
- Before using this tool it is recommended that you backup your
- database. Changes made here are permanent.
-
- **Important**
-
- The anonymization will fail quietly if
- `AnonymousPatron <#AnonymousPatron>`__ preference does not contain a
- valid value.
-
-Patron Anonymize/Bulk Delete Tool
-|image277|
-
-To either delete or anonymize patrons
-
-- 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
-
-- If deleting patrons you can also choose to find patrons who
-
- - have not borrowed since a specific date
-
- - have accounts that will expire before a specific date
-
- - are in a specific `patron category <#patcats>`__
-
- - are in a `patron list <#patronlists>`__
-
-- Click 'Next'
-
-- A confirmation will appear asking if you're sure this is what you
- want to happen
-
- Patron Anonymize/Bulk Delete Confirmation
- |image278|
-
-- Clicking 'Finish' will delete or anonymize your data
-
- Completed Process
- |image279|
-
-`Batch patron modification <#batchpatronmod>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-- *Get there:* More > Tools > Patrons and Circulation > Batch patron
- modification
-
-With this tool you can make edits to a batch of patron records. Simply
-load in a file of cardnumbers (one per line), choose from a `list of
-patrons <#patronlists>`__ or scan patron card numbers in to the box
-provided.
-
-Batch patron modification
-|image280|
-
-Once you have the file loaded or the barcodes scanned click 'Continue.'
-You will be presented with a list of the patrons and the changes you can
-make.
-
-Patrons to modify
-|image281|
-
-To the left of each text box there is a checkbox. Clicking that checkbox
-will clear our the field values.
-
- **Important**
-
- If the field is mandatory you will not be able to clear the value in
- it.
-
-If you have multiple patron attributes you can change them all by using
-the plus (+) sign to the right of the text box. This will allow you to
-add another attribute value.
-
-Editing patron attributes
-|image282|
-
-Once you have made the changes you want, you can click 'Save' and Koha
-will present you with the changed patron records.
-
-`Tag Moderation <#tagsmoderation>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-- *Get there:* More > Tools > Patrons and Circulation > Tags
-
-Depending on your `tagging system preferences <#taggingprefs>`__,
-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
-awaiting moderation they will be listed on the main staff dashboard
-under the module labels:
-
-Tags pending approval
-|image283|
-
-To moderate the tags visit the Tags tool. When first visiting the tool,
-you will be presented with a list of tags that are pending approval or
-rejection by a librarian
-
-Tags pending moderation
-|image284|
-
-- To see all of the titles this tag was added to simply click on the
- termTitles with a specific tag
-
- - From this list of titles you can remove a tag without outright
- rejecting it from being used in the future by clicking the 'Remove
- tag' button to the right of the title.
-
-- To approve a tag, you can either click the 'Approve' button in line
- with the term, or check all terms you want to approve and click
- 'Approve' below the table.
-
-- To reject a tag, you can either click the 'Reject' button in line
- with the term, or check all terms you want to approve and click
- 'Reject' below the table.
-
-Once a tag has been approved or rejected it will be moved to the
-appropriate list of tags. A summary of all tags will appear on the right
-of the screen.
-
-Summary of tags
-|image285|
-
-Even though a tag is approved or rejected, it can still be moved to
-another list. When viewing approved tags each tag has the option to
-reject:
-
-Approved Tags
-|image286|
-
-To check terms against the approved and rejected lists (and possibly
-against `the dictionary <#TagsExternalDictionary>`__ you have assigned
-for tag moderation) simply enter the term into the search box on the
-bottom right of the screen to see the status of the term
-
-Sample Check list test search
-|image287|
-
-Finally you can find tags by using the filters on the left.
-
-Tag filters
-|image288|
-
-`Upload Patron Images <#uploadpatronimages>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-- *Get there:* More > Tools > Patrons and Circulation > Upload Patron
- Images
-
-Patron images can be uploaded in bulk if you are `allowing patron
-images <#patronimages>`__ to be attached to patron records. These images
-can also be used when creating `patron cards <#patroncardcreator>`__.
-
-- Create a txt file and title it "DATALINK.TXT" or "IDLINK.TXT"
-
-- On each line in the text file enter the patron's card number followed
- by comma (or tab) and then the image file name
-
- Sample file and image
- |image289|
-
- - Make sure that your TXT file is a plain text document, not RTF.
-
-- Zip up the text file and the image files
-
-- Go to the Upload Patron Images Tool
-
- Upload Image Tool for Single Image
- |image290|
-
-- For a single image, simply point to the image file and enter the
- patron card number
-
-- For multiple images, choose to upload a zip file
-
-- After uploading you will be presented with a confirmation
-
- Image Upload Confirmation
- |image291|
-
- **Important**
-
- There is a limit of 100K on the size of the picture uploaded and it
- is recommended that the image be 200x300 pixels, but smaller images
- will work as well.
-
-`Rotating Collections <#rotatingcollections>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-- *Get there:* More > Tools > Catalog > Rotating Collections
-
-Rotating Collections is a tool for managing collections of materials
-that frequently get shifted from library to library. It adds the ability
-to store not only an item's home library and current location but also
-information about where it is supposed to be transferred to next to
-ensure that all items in the collection are sent to the correct library.
-When an item in a rotating collection is checked in, library staff is
-notified that the item is part of a rotating collection and which branch
-it should be sent to if it is not at the correct one.
-
- **Important**
-
- The `AutomaticItemReturn <#AutomaticItemReturn>`__ system preference
- must be set to "Don't automatically transfer items to their home
- library when they are returned" for Rotating Collections to function
- properly.
-
-- To create a new rotating collection, click the "New Collection"
- button, fill in the Title and Description, and click Submit. Once
- submitted you'll see "Collection Name added successfully"; click
- "Return to rotating collections home" to return to the main Rotating
- Collections management page (or click Rotating Collections in the
- sidebar).
-
-- To add items to a collection, click "Add or remove items" next to the
- collection's name in the list of collections. Under "Add or remove
- items" scan or type in the barcode of the item you wish to add to the
- collection, and hit Enter or click Submit if necessary.
-
-- To remove an item from a collection, either click Remove next to the
- item's barcode in the list of items within the collection or check
- the "Remove item from collection" box next to the Barcode text box
- under "Add or remove items, and scan or type in the barcode, clicking
- Submit or hitting Enter if necessary. Note: The "Remove item from
- collection" checkbox will remain checked as long as you are on the
- "Add or remove items" page, unless you uncheck it, to facilitate
- quickly removing a number of items at a time by scanning their
- barcodes.
-
-`Transfer a Rotating Collection <#transferrotatingcollection>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-Transferring a collection will:
-
-- Change the current location of the items in that collection to the
- library it is to be transferred to
-
-- Initiate a transfer from its original current location/holding
- library to the current location/holding library it is to be rotated
- to. When a library receives a collection they will need to check in
- the items to complete the transfer.
-
-You can transfer a collection in one of two ways:
-
-- From the main Rotating Collections page, click on Transfer next to
- the title of the collection you wish to transfer; choose the library
- you wish to transfer the collection to and click "Transfer
- collection".
-
-- Or, from the "add or remove items" page for a collection, you can
- click the Transfer button, choose the library you wish to transfer
- the collection to and click "Transfer Collection".
-
- **Important**
-
- In order to complete the transfer process, the library receiving the
- rotating collection should check in all items from the collection as
- they receive them. This will clear the transfer so that the items
- are no longer shown as being "in transit".
-
-If an item in a rotating collection is checked in at a library other
-than the one it is supposed to be transferred to, a notification will
-appear notifying library staff that the item is part of a rotating
-collection, also letting them know where the item needs to be sent.
-
-Rotating Collection Item Notification
-|image292|
-
-`Catalog <#catalogtools>`__
----------------------------
-
-`Batch item modification <#batchmodifyitems>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-- *Get there:* More > Tools > Catalog > Batch item modification
-
-This tool will allow you to modify a batch of item records in Koha.
-
-Batch Modification Tool
-|image293|
-
-From the tool you can choose to upload a file of barcodes or item ids,
-or you can scan items one by one into the box below the upload tool. You
-can also decide the items edited should be populated with the default
-values you have defined in your `default
-framework <#marcbibframeworks>`__.
-
-Once you have your file uploaded or the barcodes listed you can click
-'Continue.'
-
-Batch Modify Summary
-|image294|
-
-You will be presented with a summary of the items you want to modify.
-From here you can uncheck the items you don't want to modify before
-making changes in the form below. You can also hide columns you don't
-need to see to prevent having to scroll from left to right to see the
-entire item form.
-
- **Note**
-
- To uncheck all items thar are currently checked out you can click
- the 'Clear on loan' link at the top of the form.
-
-Using the edit form you can choose which fields to make edits to. By
-checking the checkbox to the right of each field you can clear the
-values in that field for the records you are modifying.
-
-Choose fields you want to change in bulk
-|image295|
-
-Once you have made you changes you will be presented with the resulting
-items.
-
-Item results summary
-|image296|
-
- **Note**
-
- You can also edit items on one bib record in a batch by going to the
- bib record and clicking Edit > Edit items in batch
-
-Edit items in a batch
-|image297|
-
-`Batch item deletion <#batchdeleteitems>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-- *Get there:* More > Tools > Catalog > Batch item deletion
-
-This tool will allow you to delete a batch of item records from Koha.
-
-From the tool you can choose to upload a file of barcodes or item ids,
-or you can scan items one by one into the box below the upload tool.
-
-Batch Deletion Tool
-|image298|
-
-Once you have your file uploaded or the barcodes scanned you can click
-'Continue.'
-
-You will be presented with a confirmation screen. From here you can
-uncheck the items you don't want to delete and decide if Koha should
-delete the bib record if the last item is being deleted before clicking
-'Delete selected items.' If you'd like you can delete the bibliogrphic
-record if you're deleting the last item by clicking the checkbox next to
-'Delete records if no items remain'.
-
-Confirm Deletion
-|image299|
-
-If your file (or list of scanned barcodes) has more than 1000 barcodes,
-Koha will be unable to present you with a list of the items. You will
-still be able to delete them, but not able to choose which items
-specifically to delete or delete the biblio records.
-
-More than 1000 records in the file
-|image300|
-
-If the items are checked out you will be presented with an error after
-clicking 'Delete selected items' and the items will not be deleted.
-
-Items not Deleted
-|image301|
-
-If the items can be deleted they will be and you will be presented with
-a confirmation of your deletion.
-
-Batch Deletion Confirmation
-|image302|
-
-`Batch record deletion <#batchrecorddelete>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-This tool will take a batch of record numbers for either bibliographic
-records or authority records and allow you to delete all those records
-and any items attached to them in a batch. Batch record deletion
-
-First you need to tell the tool if you're deleting bibliographic or
-authority records. Next you can load a file with biblionumbers or
-authids or enter a list of those numbers in the box provided. Once you
-submit the form you will be presented with a summary of the records you
-are trying to delete.Summary
-
-If a record you want to delete can't be deleted it will be highlighted.
-
-Check the records you want to delete and click the 'Delete selected
-records' button to finish the process.
-
-`Batch Record Modification <#batchrecordmod>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-- *Get there:* More > Tools > Catalog > Batch record modification
-
-This tool will allow you to edit batches of bibliographic and/or
-authority records using `MARC Modification
-Templates <#marcmodtemplates>`__. Before visiting this tool you will
-want to set up at least one MARC modification template.
-
-Batch record modification
-|image303|
-
-When you visit the tool it will ask you:
-
-- Choose whether you're editing bibliographic or authority records
-
-- Enter the biblionumbers or authids
-
- - You can upload a file of these numbers or
-
- - Enter the numbers (one per line) in the box provided
-
-- Finally choose the MARC Modification Template you'd like to use to
- edit these records.
-
-Once you've entered your critera click 'Continue'Records to edit
-
-You will be presented with a list of records that will be edited. Next
-to each one is a checkbox so you can uncheck any items you would rather
-not edit at this time.
-
-Clicking Preview MARC will allow you to see what edits will be made when
-you finalize the edit.Modified MARC Preview
-
-Once you're sure everything is the way you want you can click the
-'Modify selected records' button and your records will be modified.
-
-`Automatic item modifications by age <#autoitemagemod>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-- *Get there:* More > Tools > Catalog > Automatic item modifications by
- age
-
-This tool allows librarians to update item specific fields when an item
-reaches a certain age.
-
- **Note**
-
- Staff need the items\_batchmod permission to access this tool
-
- **Important**
-
- The settings in this tool will be acted upon by the `corresponding
- cron job <#autoitemupdatecron>`__
-
-If you haven't created any rules you will see the option to 'Add rules'
-on the Tool page. Click this button to create rules.Automatic item
-modifications by age
-
-If you have rules already there will be a button that reads 'Edit
-rules'. To create a new rule click the 'Edit rules' button at the top of
-the page
-
-List of rules
-|image304|
-
-You will be brought to a page where you can edit exisitng rules or
-create a new rule
-
-Add/Edit rules
-|image305|
-
-In the form that appears you can set :
-
-- the age in days at which the item will update (Age)
-
-- what criteria is needed to trigger the update (Conditions)
-
-- what changes are made when the script runs (Substitutions)
-
-New rule
-|image306|
-
-Once you're done you can click the 'Add this rule' link and then add
-additional rules or you can click the 'Submit these rules' button to
-save your changes.
-
-List of rules
-|image307|
-
-`Export Data (MARC & Authorities) <#exportbibs>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-- *Get there:* More > Tools > Catalog > Export Data
-
-Koha comes with a tool that will allow you to export your bibliographic,
-holdings and/or authority data in bulk. This can be used to send your
-records to fellow libraries, organizations or services; or simply for
-backup purposes.
-
-`Export Bibliographic Records <#exportmarc>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-At the top of the screen you need to pick what data you're exporting. If
-you're exporting bibliographic records with or without the holdings
-information you want to click the 'Export bibliographic records' tab.
-
-- Fill in the form in order to limit your export to a specific range
- (all fields are optional)
-
- Select Records to Export
- |image308|
-
- - Choose to limit your export by any one or more of the following
- options
-
- - Limit to a bib number range
-
- - Limit to a specific item type
-
- - **Important**
-
- This limit will use the type you have defined in the
- `item-level\_itypes <#item-level_itypes>`__ preference.
- If you have the item-level\_itypes preference set to
- 'specific item' and you have no items attached to a bib
- record it will not be exported. To get all bib records
- of a specific type you will need your item-level\_itypes
- preference set to 'biblio record'.
-
- - Limit to a specific library or group of libraries
-
- - Limit to a call number range
-
- - Limit to an acquisition date range
-
- - If you'd like you can load a file of biblionumbers for the records
- you would like to export
-
- File of Records to Export
- |image309|
-
- - Next choose what to skip when exporting
-
- Export options
- |image310|
-
- - By default items will be exported, if you would like to only
- export bibliographic data, check the 'Don't export items' box
-
- - To limit your export only to items from the library you're
- logged in as (if you leave the 'Library' field set to 'All') or
- to the library you selected above check the 'Remove non-local
- items' box
-
- - You can also choose what fields you don't want to export. This
- can be handy if you're sharing your data, you can remove all
- local fields before sending your data to another library
-
- - Finally choose the file type and file name
-
- File export format
- |image311|
-
- - Choose to export your data in marc or marcxml format
-
- - Choose the name you want your file to save as
-
- - Click 'Export bibliographic records'
-
-`Export Authority Records <#exportauthority>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-At the top of the screen you need to pick what data you're exporting. If
-you're exporting authority records you want to click the 'Export
-authority records' tab.
-
-- Fill in the form in order to limit your export to a specific range or
- type of authority record (all fields are optional)
-
- Export authorities
- |image312|
-
-- Or you can choose a file of authids to exportAuthorities file
-
-- Next choose fields that you would like to exclude from the export
- separated by a space (no commas)
-
- Authority export options
- |image313|
-
- - If you'd like to exclude all subfields of the 200 for example just
- enter 200
-
- - If you'd like to exclude a specific subfield enter it beside the
- field value 100a will exclude just the subfield 'a' of the 100
-
-- Finally choose the file type and file name
-
- Export format
- |image314|
-
- - Choose to export your data in marc or marcxml format
-
- - Choose the name you want your file to save as
-
-- Click 'Export authority records'
-
-`Inventory/Stocktaking <#inventory>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-- *Get there:* More > Tools > Catalog > Inventory/Stocktaking
-
-Koha's Inventory Tool can be used in one of two ways, the first is by
-printing out a shelf list that you can then mark items off on, or by
-uploading a text files of barcodes gathered by a portable scanner.
-
-If you do not have the ability to use your barcode scanner on the floor
-of the library, the first option available to you is to generate a shelf
-list based on criteria you enter.
-
-Inventory & Stocktaking Tool
-|image315|
-
-Choose which library, shelving location, call number range, item status
-and when the item was last seen to generate a shelf list that you can
-then print to use while walking around the library checking your
-collection
-
-Shelf List
-|image316|
-
-Alternatively you can export the list to a CSV file for altering in an
-application on your desktop. Simply check the box next to 'Export to csv
-file' to generate this file.
-
-Once you have found the items on your shelves you can return to this
-list and check off the items you found to have the system update the
-last seen date to today.
-
-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. Once finished you can then upload the text file
-generated by the scanner to Koha
-
-Barcode Import for Inventory Tool
-|image317|
-
-Choose the text file and the date you want to mark all items as seen and
-then scroll to the very bottom and click 'Submit.'
-
-`Label Creator <#labelcreator>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-- *Get there:* More > Tools > Catalog > Label Creator
-
-The Label Creator allow you to use layouts and templates which you
-design to print a nearly unlimited variety of labels including barcodes.
-Here are some of the features of the Label Creator module:
-
-- Customize label layouts
-
-- Design custom label templates for printed labels
-
-- Build and manage batches of labels
-
-- Export single or multiple batches
-
-- Export single or multiple labels from within a batch
-
-- Export label data in one of three formats:
-
- - PDF - Readable by any standard PDF reader, making labels printable
- directly on a printer
-
- - CSV - Export label data after your chosen layout is applied
- allowing labels to be imported in to a variety of applications
-
- - XML - Included as an alternate export format
-
-`Templates <#labeltemplates>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-- *Get there:* More > Tools > Label Creator > Manage > Label templates
-
-A template is based on the label/card stock you are using. This might be
-Avery 5160 for address labels, Gaylord 47-284 for spine labels or Avery
-28371 for your patron cards, just to give a couple of examples. These
-labels will include all of the information you will need for setting up
-a Koha, this information may be on the packaging, and if not it can
-usually be found on the vendor's website.
-
-`Add a Template <#addlabeltemplate>`__
-''''''''''''''''''''''''''''''''''''''
-
-To add a new template, you want to click on the 'New' button at the top
-of the Label Creator and choosing 'Label template'.
-
-New Label Template Option
-|image318|
-
-Using the form that appears you can define the template for your sheet
-of labels or cards.
-
-Label Template Form
-|image319|
-
-- Template ID will be automatically generated after saving your
- template, this is simply a system generated unique id
-
-- Template Code should be something you can use to identify your
- template on a list of templates
-
-- 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
- going to be using for the template. This should probably match the
- unit of measurement used on the template description provided by the
- product vendor.
-
- Measurement Units
- |image320|
-
-- The measurements, number of columns and number of rows can be found
- on the vendor product packaging or website.
-
- - **Important**
-
- If you do not supply a left text margin in the template, a
- 3/16" (13.5 point) left text margin will apply by default.
-
-- A profile is a set of "adjustments" applied to a given template just
- prior to printing which compensates for anomalies unique and peculiar
- to a given printer (to which the profile is assigned).
-
- - Before picking a profile try printing some sample labels so that
- you can easily define a profile that is right for your
- printer/template combination.
-
- - After finding any anomalies in the printed document, `create a
- profile <#addlabelprofile>`__ and assign it to the template.
-
-After saving, your templates will appear on the 'Manage' area under
-'Label templates'.
-
-List of label templates
-|image321|
-
-`Profiles <#labelprofiles>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-- *Get there:* More > Tools > Label Creator > Manage > Printer Profiles
-
-A profile is a set of "adjustments" applied to a given
-`template <#addlabeltemplate>`__ just prior to printing which
-compensates for anomalies unique and peculiar to a given printer (to
-which the profile is assigned). This means if you set a template up and
-then print a sample set of data and find that the items are not all
-aligned the same on each label, you need to set up a profile for each
-printer to make up for the differences in printing styles, such as the
-shifting of text to the left, right, top or bottom.
-
-If your labels are printing just the way you want, you will not need a
-profile.
-
-`Add a Profile <#addlabelprofile>`__
-''''''''''''''''''''''''''''''''''''
-
-To add a new profile, you want to click on the 'New' button at the top
-of the Label Creator tool and choose 'Printer profile'.
-
-New Profile Button
-|image322|
-
-Using the form that appears you can create a profile to fix any problems
-with your template.
-
-Create a Printer Profile
-|image323|
-
-- 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. So if you want to use the Printer model
- number in printer name or you can call it 'the printer on my desk'
-
-- Template will be filled in once you have chosen which template to
- apply the profile to on the `template edit
- form <#addlabeltemplate>`__
-
-- The Units pull down is used to define what measurement scale you're
- going to be using for your profile.
-
- Units of Measurement
- |image324|
-
-- Offset describes what happens when the entire image is off center
- either vertically or horizontally and creep describes a condition
- where the distance between the labels changes across the page or up
- and down the page
-
- - For these values, negative numbers move the error up and to the
- left and positive numbers move the error down and to the right
-
- - Example: the text is .25" from the left edge of the first label,
- .28" from the left edge of the second label and .31" from the left
- edge of the third label. This means the horizontal creep should be
- set to .03" to make up for this difference.
-
-After saving, your profiles will appear on the 'Manage' area under
-'Printer profiles'.
-
-List of Profiles
-|image325|
-
-Once you have saved your new profile, you can return to the list of
-templates and choose to edit the template that this profile is for.
-
-`Layouts <#labellayouts>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-- *Get there:* More > Tools > Label Creator > Manage > Layouts
-
-A layout is used to define the fields you want to appear on your labels.
-
-`Add a Layout <#addlabellayout>`__
-''''''''''''''''''''''''''''''''''
-
-To add a new layout, you want to click on the 'New' button at the top of
-the Label Creator tool and choose 'Layout'.
-
-New Layout Button
-|image326|
-
-Using the form that appears you can create a profile to fix any problems
-with your template.
-
-Add New Layout
-|image327|
-
-- The name of your layout can be anything you'd like to help you
- identify it later.
-
-- If this is a barcode label you'll want to choose the encoding (Code
- 39 is the most common)
-
-- The layout type can be any combination of bibliographic information
- and/or barcode. For example a spine label would just be Biblio
- whereas a label for your circulation staff to use to checkout the
- book would probably be Biblio/Barcode.
-
-- The Bibliographic Data to Print includes any of the data fields that
- may be mapped to your MARC frameworks. You can choose from the preset
- list of fields or you can click on 'List Fields' and enter your own
- data. In 'List Fields', you can specify MARC subfields as a
- 4-character tag-subfield string: (ie. 254a for the title field), You
- can also enclose a whitespace-separated list of fields to concatenate
- on one line in double quotes. (ie. "099a 099b" or "itemcallnumber
- barcode"). The fields available are from the database tables list
- below. Finally you could add in static text strings in single-quote
- (ie. 'Some static text here.')
-
- - You can use the schema viewer (http://schema.koha-community.org)
- with the following tables to find field names to use:
-
- - Currently all fields in the following tables are used: items,
- biblioitems, biblio, branches
-
- List fields
- |image328|
-
-- Choose if the label maker should print out the guidelines around each
- label
-
-- Choose if you'd like Koha to try to split your call numbers (usually
- used on Spine Labels)
-
-- Finally choose your text settings such as alignment, font type and
- size.
-
-After saving, your layouts will appear on the 'Manage Layouts' page.
-
-`Batches <#labelbatches>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-- *Get there:* More > Tools > Label Creator > Manage > Label batches
-
-Batches are made up of the barcodes you would like to print. Once in
-this tool you can search for the item records you would like to print
-out labels for.
-
-`Add a Batch <#addlabelbatch>`__
-''''''''''''''''''''''''''''''''
-
-Batches can be created in one of two ways. The first is to click the
-'Create Label Batch' link on the '`Staged MARC
-Management <#managestaged>`__' page:
-
-Create Label Batch Link on Staged Records List
-|image329|
-
-The other is to choose to create a new batch from the label creator tool
-
-Create New Batch
-|image330|
-
-You will be brought to an empty batch with a box to scan barcodes or
-itemnumbers in to and an 'Add item(s)' button at the bottom of the page.
-
-Add Items
-|image331|
-
-You can either scan barcodes in to the box provided and click the 'Add
-item(s)' button or you can click the 'Add item(s)' button with the
-barcodes box empty. Clicking 'Add item(s)' with nothing in the barcodes
-box will open a search window for you to find the items you want to add
-to the batch.
-
-Search for items for a Batch
-|image332|
-
-From the search results, click the check box next to the items you want
-to add to the batch and click the 'Add checked' button. You can also add
-items one by one by clicking the 'Add' link to the left of each item.
-
-Batch search results
-|image333|
-
-Once you have added all of the items click the 'Done' button. The
-resulting page will list the items you have selected.
-
-List of items in the batch
-|image334|
-
-To print your labels, click the 'Export full batch' button. To print
-only some of the labels, click the 'Export selected item(s)' button.
-Either way you will be presented with a confirmation screen where you
-can choose your template and layout.
-
-Start batch export
-|image335|
-
-You will then be presented with three download options: PDF, Excel, and
-CSV.
-
-Batch save options
-|image336|
-
-After saving your file, simply print to the blank labels you have in
-your library.
-
-`Quick Spine Label Creator <#quicklabelcreator>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-- *Get there:* More > Tools > Catalog > Quick Spine Label Creator
-
- **Note**
-
- This tool does not use the label layouts or templates, it simply
- prints a spine label in the first spot on the label sheet.
-
- - Define the fields you want to print on the spine label in the
- `SpineLabelFormat <#SpineLabelFormat>`__ system preference
-
- - Format your label printing by editing spinelabel.css found in
- koha-tmpl/intranet-tmpl/prog/en/css/
-
-To use this tool you simply need the barcode for the book you'd like to
-print the spine label for.
-
-Quick Spine Label Creator
-|image337|
-
-`MARC modification templates <#marcmodtemplates>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-The MARC Modification Templates system gives Koha users the power to
-make alterations to MARC records automatically while staging MARC
-records for import.
-
-This tool is useful for altering MARC records from various
-venders/sources work with your MARC framework. The system essentially
-allows one to create a basic script using actions to Copy, Move, Add,
-Update and Delete fields.
-
-Start by adding a new template (a template can be made up of one or more
-actions) by entering a name and clicking 'Create template'.
-
-Add a new template
-|image338|
-
-Next you can add actions to the template by filling in the Action box.
-For example if you're loading in a batch of files from your EBook vendor
-you might want to add the biblio item type of EBOOK to the 942$c.Add
-action
-
-- Choose 'Add/Update'
-
-- Enter the field 942 and subfield c
-
-- Enter the value of 'EBOOK' (or whatever your ebook item type code is)
-
-- Provide a description so you can identify this action later
-
-- Click 'Add action'
-
-Each action can also have an optional condition to check the value or
-existance of another field. For example you might want to add the call
-number to the item record if it's not already there.
-
-Add conditional action
-|image339|
-
-- Choose 'Copy'
-
-- Decide if you want to copy the first occurance or all occurances of
- the field
-
-- Enter the field 090 (or other biblio call number field) and subfield
- a to copy
-
-- Enter the 952 field and o subfield to copy to
-
-- Choose 'if'
-
-- Enter the 952 field and o subfield
-
-- Choose "doesn't exist"
-
-- Provide a description so you can identify this action later
-
-- Click 'Add action'
-
-The Copy & Move actions also support Regular Expressions, which can be
-used to automatically modify field values during the copy/move. An
-example would be to strip out the '$' character in field 020$c.
-
-Add regex action
-|image340|
-
-- Choose 'Copy and replace'
-
-- Decide if you want to copy the first occurance or all occurances of
- the field
-
-- Enter the field 020 and subfield c to copy
-
-- Enter the 020 field and c subfield to copy to
-
-- Check the 'RegEx' box and enter your regular expression (in this case
- s/\\$// )
-
-- Choose 'if'
-
-- Enter the 020 field and c subfield
-
-- Choose "matches"
-
-- Check the 'RegEx' box and enter your regular expression (in this case
- m/^\\$/ )
-
-- Provide a description so you can identify this action later
-
-- Click 'Add action'
-
- **Note**
-
- The value for an update can include variables that change each time
- the template is used. Currently, the system supports two variables,
- \_\_BRANCHCODE\_\_ which is replaced with the branchcode of the
- library currently using the template, and \_\_CURRENTDATE\_\_ which
- is replaced with the current date in ISO format ( YYYY-MM-DD ).
-
-You could also use regular expressions to add your library's proxy URL
-in front of links in your MARC record.Add proxy URL
-
-- Choose 'Copy and replace'
-
-- Decide if you want to copy the first occurance or all occurances of
- the field
-
-- Enter the field 856 and subfield u to copy
-
-- Enter the 856 field and u subfield to copy to
-
-- Check the 'RegEx' box and enter your regular expression (in this case
- s/^/PROXY\_URL/ )
-
-- Provide a description so you can identify this action later
-
-- Click 'Add action'
-
-When choosing between 'Copy' and 'Copy and replace' keep the following
-example in mind:
-
-::
-
- 245 _aThe art of computer programming _cDonald E. Knuth.
- 300 _aA_exists _bB_exists
-
-If we apply action (a) Copy the whole field 245 to 300, we get:
-
-::
-
- 245 _aThe art of computer programming _cDonald E. Knuth.
- 300 _aA_exists _bB_exists
- 300 _aThe art of computer programming _cDonald E. Knuth.
-
-If we apply action (b) Copy the subfield 245$a to 300$a, we get:
-
-::
-
- 245 _aThe art of computer programming _cDonald E. Knuth.
- 300 _aThe art of computer programming _bB_exists
-
-Once your actions are saved you can view them at the top of the screen.
-Actions can be moved around using the arrows to the left of them.
-
-View actions
-|image341|
-
-Depending on your actions the order may be very important. For example
-you don't want to delete a field before you copy it to another field.
-
-To add another template you can either start fresh or click the
-'Duplicate current template' checkbox to create a copy of an existing
-template to start with.
-
-Duplicate template
-|image342|
-
-Once your template is saved you will be able to pick it when using the
-`Stage MARC Records for Import <#stagemarc>`__ tool.
-
-Choose template
-|image343|
-
-`Stage MARC Records for Import <#stagemarc>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-- *Get there:* More > Tools > Catalog > Stage MARC records for import
-
-This tool can be used to import both bibliographic and authority records
-that are saved in MARC format. Importing records into Koha includes two
-steps. The first is to stage records for import.
-
-- First find the MARC file on your computer
-
- Stage MARC Records for Import
- |image344|
-
-- Next you will be presented with options for record matching and item
- imports
-
- Upload options
- |image345|
-
- - Enter 'Comments about this file' to identify your upload when
- going to the '`Manage Staged MARC Records <#managestaged>`__' tool
-
- - Tell Koha which type of file this is, bibliographic or authority
-
- Record type
- |image346|
-
- - Choose the character encoding
-
- Chracter encoding
- |image347|
-
- - Choose if you would like to use a `MARC Modification
- Template <#marcmodtemplates>`__ to alter the data you're about to
- import
-
- Choose modification template
- |image348|
-
- - Choose whether or not you want to look for matching records
-
- Look for matches
- |image349|
-
- - You can set up `record matching rules <#recordmatchingrules>`__
- through the administration area
-
- Matching rules
- |image350|
-
- - When using the ISBN matching rule Koha will find only exact
- matches. If you find that the ISBN match is not working to
- your satisfaction you can change the
- `AggressiveMatchOnISBN <#AggressiveMatchOnISBN>`__
- preference to 'Do' and then run your import again.
-
- - Next choose what to do with matching records if they are found
-
- - Finally choose what to do with records that are unique
-
- - Next you can choose whether or not to import the item data found
- in the MARC records (if the file you're loading is a bibliographic
- file)
-
- Import items
- |image351|
-
- - From here you can choose to always add items regardless of
- matching status, add them only if a matching bib was found, add
- items only if there was no matching bib record, replace items
- if a matching bib was found (The match will look at the
- itemnumbers and barcodes to match on for items. Itemnumbers
- take precendence over barcodes), or Ignore items and not add
- them.
-
-- Click 'Stage for import'
-
-- You will be presented with a confirmation of your MARC import
-
- MARC Import Confirmation
- |image352|
-
-- To complete the process continue to the `Manage Staged MARC Records
- Tool <#managestaged>`__
-
-`Staged MARC Record Management <#managestaged>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-- *Get there:* More > Tools > Catalog > Staged MARC Record Management
-
-Once you have `staged <#stagemarc>`__ your records for import you can
-complete the import using this tool.
-
-List of Staged MARC Records
-|image353|
-
-- From the list of staged records, click on the file name that you want
- to finish importing
-
- - You will note that records that have already been imported will
- say so under 'Status'
-
-- A summary of your import will appear along with the option to change
- your matching rules
-
- Manage Staged Records Batch
- |image354|
-
-- Below the summary is the option to import the batch of bib records
- using a specific framework
-
- Choose Framework to Import Into
- |image355|
-
- - Choosing a framework other than 'Default' isn't necessary, but
- it's helpful for running reports and having the right bib level
- item type selected on import.
-
-- Below the framework selection there will be a list of the records
- that will be imported
-
- List of Staged Records
- |image356|
-
- - Review your summary before completing your import to make sure
- that your matching rule worked and that the records appear as you
- expect them to
-
- - Matches will appear with info under the 'Match details column'
-
- Matched record
- |image357|
-
- and when clicking the 'View' link under 'Diff' you can see the
- difference between versions.
-
- Record differences
- |image358|
-
-- Click 'Import into catalog' to complete the import
-
- Import summary
- |image359|
-
-- Once your import is complete a link to the new bib records will
- appear to the right of each title that was imported
-
-- You can also undo your import by clicking the 'Undo import into
- catalog' button
-
-Records imported using this tool remain in the 'reservoir' until they
-are cleaned. These items will appear when searching the catalog from the
-`Cataloging <#cataloging>`__ tool:
-
-Reservoir Results
-|image360|
-
-To clean items out of the 'reservoir':
-
-- Visit the main screen of the Manage Staged MARC Records tool
-
- List of Staged MARC Records
- |image361|
-
-- To clean a batch, click the 'Clean' button to the right
-
-- You will be presented with a confirmation message
-
- Clean MARC Records Confirmation
- |image362|
-
- - Accept the deletion and the records will be removed from the
- reservoir and the status will be changed to 'cleaned'
-
-`Upload Local Cover Image <#uploadlocalimages>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-- *Get there:* More > Tools > Catalog > Upload Local Cover Image
-
-This tool will allow you to upload cover images for the materials in
-your catalog. To access this tool, staff will need the
-`upload\_local\_cover\_images permission <#toolspermissions>`__. In
-order for images to show in the staff client and/or OPAC you will need
-to set your `LocalCoverImages <#LocalCoverImages>`__ and/or
-`OPACLocalCoverImages <#OPACLocalCoverImages>`__ preferences to
-'Display.' Images can be uploaded in batches or one by one.
-
- **Note**
-
- Koha does not have a maximum file size limit for this tool, but
- Apache may limit the maximum size of uploads (talk to your sys
- admin).
-
- **Note**
-
- When you want to upload multiple images onto a bib record, they will
- display left to right (then top to bottom, depending on screen real
- estate) in order of uploading, and the one on the left (the first
- one uploaded) will be the one used as a thumbnail cover in search
- results and on the detail page. There is no way to reorder cover
- images uploaded in this way, so be sure to upload them in the order
- you'd like them to appear.Multiple cover images on one record
-
-If uploading a single image:
-
-- Visit the tool and click the 'Browse' button to browse to the image
- on your local machine.
-
- Upload single cover image
- |image363|
-
-- Click 'Upload file'
-
-- Choose 'Image file' under the 'File type' section
-
-- Enter the biblionumber for the record you're attaching this image to.
- This is not the same as the barcode, this is the system generated
- number assigned by Koha.
-
- - Find the biblionumber by looking at the end of the URL in the
- address bar when on the detail page
-
- Biblionumber in URL
- |image364|
-
- - or by clicking on the MARC tab on the detail page in the staff
- client
-
- Biblionumber on MARC Record
- |image365|
-
-- If you would like to replace any other cover images you may have
- uploaded in the past, check the 'Replace existing covers' box under
- the 'Options' section
-
-- Click 'Process images'
-
-- You will be presented with a summary of the upload and a link to the
- record you have just added the image to
-
-If uploading a batch of images at once you will need to prepare a ZIP
-file first.
-
-- Enter in to the ZIP file all the images you are uploading
-
-- Also include a text file (\*.TXT) named either datalink.txt or
- idlink.txt listing the biblionumber followed by the image name for
- each image one per line
-
- - ex. 4091,image4091.jpg
-
- ZIP File Contents
- |image366|
-
-- Browse your local computer to the ZIP file
-
-- Click 'Upload file'
-
-- Choose 'Zip file' under the 'File type' section
-
-- If you would like to replace any other cover images you may have
- uploaded in the past, check the 'Replace existing covers' box under
- the 'Options' section
-
-- Click 'Process images'
-
-- You will be presented with a summary of the upload
-
- Upload Summary
- |image367|
-
- **Important**
-
- The source image is used to generate a 140 x 200 px thumbnail image
- and a 600 x 800 px full-size image. The original sized image
- uploaded will not be stored by Koha
-
-You will be able to see your cover images in the staff client on the
-detail page under the 'Image' tab in the holdings table at the bottom
-
-Cover images in the staff client
-|image368|
-
-In the OPAC the cover images will also appear in the images tab, as well
-as next to the title and on the search results.
-
-If you would like to remove a cover image you can click 'Delete image'
-below the image if you have the `upload\_local\_cover\_images
-permission <#toolspermissions>`__.
-
-`Additional Tools <#additionaltools>`__
----------------------------------------
-
-`Calendar <#calholidays>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-- *Get there:* More > Tools > Additional Tools > Calendar
-
-Libraries can define library closings and holidays to be used when
-calculating due dates. You can make use of the Calendar by turning on
-the proper system preferences:
-
-- *Get there:*\ More > Administration > Global System Preferences >
- Circulation > `useDaysMode <#useDaysMode>`__
-
- - Choose the method for calculating due date - either include days
- the library is closed in the calculation or don't include them.
-
-- *Get there:* More > Administration > Global System Preferences >
- Circulation > `finescalendar <#finesCalendar>`__
-
- - This will check the holiday calendar before charging fines
-
-Calendar & Holidays Tools
-|image369|
-
-`Adding Events <#addevents>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-Before adding events, choose the library you would like to apply the
-closings to. When adding events you will be asked if you would like to
-apply the event to one branch or all branches. To add events, simply
-
-- Click on the date on the calendar that you would like to apply the
- closing to
-
- Calendar Add Form
- |image370|
-
-- In the form that appears above the calendar, enter the closing
- information (for more info on each option click the question mark [?]
- to the right of the option)
-
- - Library will be filled in automatically based on the library you
- chose from the pull down at the top of the page
-
- - The day information will also be filled in automatically based on
- the date you clicked on the calendar
-
- - In the description enter the reason the library is closed
-
- - Next you can choose if this event is a one time event or if it is
- repeatable.
-
- - If this is a one day holiday choose 'Holiday only on this day'
-
- - If this is a weekly closing (like a weekend day) then you can
- choose 'Holiday repeated every same day of the week'
-
- - If this is an annual holiday closing choose 'Holiday repeated
- yearly on the same date'
-
- - If the library is going to be closed for the week or a range of
- time choose 'Holiday on a range' and enter a 'To Date' at the
- top
-
- - If the library is going to be closed for a range of time each
- year (such as summer holidays for schools) choose 'Holiday
- repeated yearly on a range' and enter a 'To Date' at the top
-
- - Finally decide if this event should be applied to all libraries or
- just the one you have originally selected
-
- - If you'd rather enter all the holidays and then copy them all
- to another branch all at once you can use the copy menu below
- the calendar
-
- Copy holidays
- |image371|
-
-- After saving you will see the event listed in the summary to the
- right the calendar
-
- Calendar Summary
- |image372|
-
-`Editing Events <#editevents>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-To edit events
-
-- Click on the event on the calendar that you want to change (do this
- by clicking on the date on the calendar, not the event listed in the
- summary)
-
- Edit holiday form
- |image373|
-
-- From this form you can make edits to the holiday or delete the
- holiday completely.
-
- - All actions require that you click 'Save' before the change will
- be made.
-
-- Clicking on repeatable events will offer slightly different options
-
- Edit repeatable event
- |image374|
-
- - In the form above you will note that there is now an option to
- 'Generate an exception for this repeated holiday,' choosing this
- option will allow you to make it so that this date is not closed
- even though the library is usually closed on this date.
-
- - All actions require that you click 'Save' before the change
- will be made.
-
-`Additional Help <#calendarhelp>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-When adding or editing events you can get additional help by clicking on
-the question mark next to various different options on the form
-
-Additional Calendar Help Buttons
-|image375|
-
-`CSV Profiles <#csvprofiles>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-- *Get there:* More > Tools > Additional Tools > CSV Profiles
-
-CSV Profiles are created to define how you would like your cart or list
-to export.
-
-`Add CSV Profiles <#addcsvprofile>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-To add a CSV Profile
-
-- Click 'CSV Profiles' from the Tools menu
-
-- The 'Profile type' determines what type of fields you plan to use
- (MARC or SQL) to define your profile
-
- - If you choose MARC then you will need to enter MARC fields
-
- MARC CSV Profile
- |image376|
-
- - If you choose SQL then you will need to enter SQL database fields
-
- SQL CSV Profile
- |image377|
-
- - The 'Profile name' will appear on the export pull down list when
- choosing 'Download' from your cart or list
-
- Download List
- |image378|
-
- - The 'Profile description' is for your own benefit, but will also
- appear in the OPAC when patrons download content, so make sure
- it's clear to your patrons as well
-
- - The 'CSV separator' is the character used to separate values and
- value groups
-
- **Note**
-
- The most common option here is comma because most spreadsheet
- applications know how to open files split by commas.
-
- - The 'Field separator' is the character used to separate duplicate
- fields
-
- - Example: You may have multiple 650 fields and this is the
- character that will appear in between each one in the column
-
- Field separators in between multiple subjects
- |image379|
-
- - The 'Subfield separator' is the character used to separate
- duplicate subfields
-
- - Example: You may have multiple $a subfields in a field
-
- - The 'Encoding' field lets you define the encoding used when saving
- the file
-
- - Finally format your CSV file using the 'Profile MARC' or 'Profile
- SQL' field
-
- - Define which fields or subfields you want to export, separated
- by pipes. Example : 200\|210$a\|301 for MARC and
- biblio.title\|biblio.author for SQL
-
- - **Note**
-
- You can also use your own headers (instead of the ones from
- Koha) by prefixing the field number with an header,
- followed by the equal sign. Example : Personal
- name=100\|title=245$a\|300
-
- When you have entered in all of the information for you profile,
- simply click 'Submit' and you will be presented with a confirmation
- that your profile has been saved.
-
- Confirmation of new CSV profile
- |image380|
-
-`Modify CSV Profiles <#editcsvprofile>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-Once you have created at least one CSV Profile an 'Edit profile' tab
-will appear next to the 'New profile' button.
-
-Modify CSV Profiles
-|image381|
-
-- Choose the profile you would like to edit and alter the necessary
- fields.
-
-- After submitting your changes you will be presented with a
- confirmation message at the top of the screen
-
- Confirmation of CSV modification
- |image382|
-
-- To delete a profile, check the 'Delete selected profile' option
- before clicking 'Submit Query'
-
- Delete an existing CSV Profile
- |image383|
-
-`Using CSV Profiles <#usecsvprofiles>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-Your CSV Profiles will appear on the export list or cart menu under the
-'Download' button in both the staff client and the OPAC
-
-CSV Profiles on Download Menu in the Staff Client
-|image384|
-
-`Log Viewer <#logviewer>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-- *Get there:* More > Tools > Additional Tools > Log Viewer
-
-Actions within the Koha system are tracked in log files. Your `system
-preferences <#logs>`__ can be changed to prevent the logging of
-different actions. These logs can be viewed using the Log Viewer Tool.
-
-Log Viewer
-|image385|
-
-Choosing different combinations of menu options will produce the log
-file for that query.
-
-A query for all logs related to the Circulation module produces a result
-like this
-|image386|
-
-`News <#newstool>`__
-~~~~~~~~~~~~~~~~~~~~
-
-- *Get there:* More > Tools > Additional Tools > News
-
-Koha's news module allows librarians to post news to the OPAC, staff
-interface and circulation receipts.
-
-Koha News Module
-|image387|
-
-To add news to either the OPAC, the Staff Client or a Circulation
-receipt:
-
-- Click 'New Entry'
-
- Add Koha News Form
- |image388|
-
- - Under 'Display Location' choose whether to put the news on the
- OPAC, Slip (circulation receipt) or the Librarian (Staff)
- Interface.Display location
-
- - Choose the library this news item will show for
-
- - Choose a title for your entry
-
- - Using the publication and expiration date fields you can control
- from which date and for how long your news item appears
-
- - Examples: (these assume today's date as 07-May-2015)
-
- - Publish on current date: set publication date as 07-May-2015
-
- - Schedule for publishing in future: set date later than
- 07-May-2015
-
- - Backdate the news item: set date earlier than 07-May-2015
-
- - 'Appear in position' lets you decide what order your news items
- appear in
-
- - The 'News' box allows for the use of HTML for formatting of your
- news item
-
-- After filling in all of the fields, click 'Submit'
-
-- News in the OPAC will appear above the
- `OpacMainUserBlock <#OpacMainUserBlock>`__
-
- News in the OPAC
- |image389|
-
- - Below the news in the OPAC there will be an RSS icon allowing you
- to subscribe to library newsNews RSS feed
-
-- News in the Staff Client will appear on the far left of the screen
-
- News in the Staff Client
- |image390|
-
-- News on the circulation receipts will appear below the items that are
- checked out
-
- News at the bottom of the circulation receipt
- |image391|
-
-- Depending on your choice for the
- `NewsAuthorDisplay <#NewsAuthorDisplay>`__ preference you will also
- see the person who created the news item (this uses the logged in
- person)
-
-`Task Scheduler <#taskscheduler>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-- *Get there:* More > Tools > Additional Tools > Task Scheduler
-
-The task scheduler is a way to schedule reports to run whenever you
-want.
-
-To schedule a task, visit the Task Scheduler and fill in the form
-
-Task Scheduler
-|image392|
-
-- Current Server Time shows the time on your server (schedule all of
- your reports to run based on that time - not on your local time)
-
-- Time should be entered as hh:mm (2 digit hour, 2 digit minute)
-
-- Date should be entered using the calendar pop up
-
-- From Report choose the report you want to schedule
-
-- Choose whether to receive the text of or a link to the results
-
-- In the Email filed enter the email of the person you want to receive
- your report
-
-Below the task scheduler form, there is a list of scheduled reports
-
-Scheduled Tasks
-|image393|
-
-You can also schedule reports directly from the list of saved reports by
-clicking the 'Schedule' link
-
-Saved Reports List
-|image394|
-
-`Troubleshooting <#taskscedtroubleshoot>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-Task scheduler will not work if the user the web server runs as doesn't
-have the permission to use it. To find out if the right user has the
-permissions necessary, check /etc/at.allow to see what users are in it.
-If you don't have that file, check etc/at.deny. If at.deny exists but is
-blank, then every user can use it. Talk to your system admin about
-adding the user to the right place to make the task scheduler work.
-
-`Quote of the Day (QOTD) Editor <#QOTDEditor>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-- *Get there:* More > Tools > Additional Tools > Edit quotes for QOTD
- feature
-
-This tool will allow you to add and edit quotes to show on the OPAC if
-you're using the Quote of the Day (QOTD) feature.
-
-To turn this feature on set the `QuoteOfTheDay <#QuoteOfTheDay>`__
-preference to 'Enable and add at least one quote via the Quote of the
-Day Editor. Once these steps are complete you will see your quotes above
-the `OpacMainUserBlock <#OpacMainUserBlock>`__ in the OPAC:
-
-Quote in the OPAC
-|image395|
-
-`Add a Quote <#addquote>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-To add a quote:
-
-- Click the 'Add quote' button in the toolbar and an empty quote entry
- will be added to the end of the current quote list.
-
- Add quote button
- |image396|
-
- - **Important**
-
- Both the 'Source' and the 'Text' fields must be filled in in
- order to save the new quote.
-
- Add quote
- |image397|
-
-- When finished filling in both fields, press the <Enter> key on your
- keyboard to save the new quote.
-
-- The list will update and the new quote should now be visible in the
- list.
-
- **Note**
-
- You may cancel the addition of a new quote any time prior to saving
- it simply by pressing the <Esc> key on your keyboard.
-
-`Edit/Delete a Quote <#editquote>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-Once the current quote pool has been loaded into the editing table, you
-may edit the quote source and text.
-
-- Edit either the 'Source' or 'Text' fields by clicking on the desired
- field.
-
- Edit quote
- |image398|
-
-- When you are finished editing a field, press the <Enter> key on your
- keyboard to save the changes.
-
-The list will be updated, the edits saved, and visible.
-
-If you'd like you can also delete quote(s).
-
-- Select the quote(s) you desire to delete by clicking on the
- corresponding quote id.
-
-- Once quote selection is finished, simply click the 'Delete quote(s)'
- button.
-
-- You will be prompted to confirm the deletion.
-
-- After confirming the deletion, the list will update and the quote(s)
- will no longer appear.
-
-`Import Quotes <#importquote>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-If you'd like you can import a batch of quotes as a CSV file. Your file
-must contain two columns in the form: "source","text" with no header
-row.
-
- **Note**
-
- You will be prompted to confirm upload of files larger than 512KB.
-
-- To start the import process click the 'Import quotes' button at the
- top of the screen
-
- Import quotes button
- |image399|
-
-- Once on the import quotes screen you can browse your computer for the
- file you would like to import
-
- Import quotes
- |image400|
-
-- After selecting the CSV file, click the 'Open' button and the file
- will be uploaded into a temporary editing table.
-
- Imported quotes
- |image401|
-
-- From the listing you can edit either the 'Source' or 'Text' fields by
- clicking on the desired field. When you are finished editing a field,
- press the <Enter> key on your keyboard to save the changes.
-
- Edit imported quote
- |image402|
-
-- You can also delete quotes from this listing before completing the
- import.
-
- - Select the quote(s) you desire to delete by clicking on the
- corresponding quote id.
-
- Selected for deletion
- |image403|
-
- - Once quote selection is finished, simply click the 'Delete
- quote(s)' key.
-
- Delete quote(s)
- |image404|
-
- - You will be prompted to confirm the deletion.
-
- Confirm deletion
- |image405|
-
- - After confirming the deletion, the list will update and the
- quote(s) will no longer appear.
-
-- Once you are satisfied with the quotes, click the 'Save quotes'
- button in the toolbar at the top and the quotes will be saved.
-
- Save quotes button
- |image406|
-
-`Upload <#uploadtool>`__
-~~~~~~~~~~~~~~~~~~~~~~~~
-
-- *Get there:* More > Tools > Additional Tools > Upload
-
-This tool will allow you to upload files to your Koha system for
-selection from the `Cataloging form <#uploadbibfile>`__.
-
-`Upload Files <#uploadfiles>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-When you first visit the Upload tool you might see a warning about
-missing a category.Upload to temprorary
-
-Categories are defined in the `authorized value <#authorizedvalues>`__
-in the UPLOAD category. If you do not have upload categories then your
-files will be temporary and will be deleted the next time the server is
-rebooted. Once you have a value in the UPLOAD authorized value category
-you will see a Category pull down below the 'Browse' button.Upload to
-category
-
-Browse your computer a file, choose a category and decide if the public
-will be able to download this file via the OPAC. Once your file is
-uploaded you will be presented with a confirmation.Upload confirmation
-
-`Search Files <#searchuploads>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-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.Search results
-
-Patrons
-=======
-
-Before importing and/or adding patrons be sure to set up your `patron
-categories <#patcats>`__.
-
-`Add a new patron <#addnewpatron>`__
-------------------------------------
-
-Patrons are added by going to the 'Patrons' module.
-
-- *Get there:* Patrons
-
-Once there you can add a new patron.
-
-- Click 'New patron'
-
- Choose patron type
- |image407|
-
-- The fields that appear on the patron add form can be controlled by
- editing the `BorrowerUnwantedField <#BorrowerUnwantedField>`__ system
- preference.
-
-- First enter the identifying information regarding your patron
-
- Add Patron Form
- |image408|
-
- - Required fields are defined in the
- `BorrowerMandatoryField <#BorrowerMandatoryField>`__ system
- preference
-
- - Salutation is populated by the
- `BorrowersTitles <#BorrowersTitles>`__ system preference
-
- - **Note**
-
- If you'd like to prevent full names from printing on
- `slips <#notices>`__ and you're not using the Initials or
- Other name fields for anything else, you can use them for
- shortened versions of the name to then be printed on the slip.
-
- For example:
-
- ::
-
- Firstname: Nicole C.
- Surname: Engard
- Initials: NCE
-
- Then on the slip you can have it print the
- <<borrowers.initials>> instead of the full name (NCE).
-
- Or you could do something like this:
-
- ::
-
- Firstname: Nicole
- Surname: Engard
- Initials: E
-
- Then on the slip you can have it print the
- <<borrowers.initials>>, <<borrowers.firstname>> instead of the
- full name (E, Nicole).
-
-- Next enter the contact information
-
- Patron Contact Information
- |image409|
-
- - For contact information, note that the primary phone and email
- addresses are the ones that appear on notices and slips printed
- during circulation (receipts, transfer slips and hold slips). The
- primary email is also the one that overdue notices and other
- messages go to.
-
-- If this patron is a child, you will be asked to attach the child
- patron to an adult patron
-
- Guarantor Linking
- |image410|
-
- - 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
-
- - The relationships are set using the
- `borrowerRelationship <#borrowerRelationship>`__ system preference
-
-- If this patron is a professional, you will be asked to attach the
- patron to an organizational patron
-
- Organization Linking
- |image411|
-
- - Click 'Set to Patron to search your system for an existing patron
-
-- Each patron can have an alternate contact
-
- Alternate Contact
- |image412|
-
- - An alternate contact could be a parent or guardian. It can also be
- used in academic settings to store the patron's home address.
-
-- The library management section includes values that are used within
- the library
-
- Library Management
- |image413|
-
- - The card number field is automatically calculated if you have the
- `autoMemberNum <#autoMemberNum>`__ system preference set that way
-
- - **Note**
-
- For a newly installed system this preference will start at
- 1 and increment by 1 each time after. To have it start with
- the starting number of your barcodes, enter the first
- barcode by hand in the patron record and save the patron.
- After that the field will increment that number by 1.
-
- - If you accidentally chose the wrong patron category at the
- beginning you can fix that here
-
- - Sort 1 and 2 are used for statistical purposes within your library
-
-- Next, the Library Setup section includes additional library settings
-
- Library set-up options
- |image414|
-
- - The registration date will automatically be filled in with today's
- date
-
- - If your patron cards expire (based on your `patron category
- settings <#patcats>`__) the Expiry date will automatically be
- calculated
-
- - 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
- will appear when the circulation staff goes to check an item out
- to the patron
-
- Sample Circulation Note
- |image415|
-
- - The Staff/OPAC asks for the username and password to be used by
- the patron (and/or staff member) to log into their account in the
- OPAC and for staff to log in to the staff client.
-
- - Staff will only be able to use this log in info to log in to
- the staff client if they have the `necessary
- permissions <#patronpermissions>`__.
-
-- If you have set `additional patron
- attributes <#patronattributetypes>`__ up, these will appear next
-
- Additional Patron Attributes
- |image416|
-
-- Finally, if you have
- `EnhancedMessagingPreferences <#EnhancedMessagingPreferences>`__ set
- to 'allow,' you can choose the messaging preferences for this patron.
-
- Patron Messaging Settings
- |image417|
-
- - 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)
-
- - 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
- waiting for the patron
-
- - 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
- patron has just checked in
-
- - Patrons can choose to receive their notices as a digest by
- checking the 'Digest only?' box along with the delivery method. A
- digest is a combination of all the messages of that type (so all
- items due in 3 days in one email) in to one email instead of
- multiple emails for each alert.
-
- - **Important**
-
- These preferences will override any you set via the `patron
- categories <#addingpatroncat>`__
-
- - **Important**
-
- These preference can be altered by the patron via the OPAC
-
-- Once finished, click 'Save'
-
-If the system suspects this patron is a duplicate of another it will
-warn you.
-
-Patron Duplicate Suspected
-|image418|
-
- **Note**
-
- A duplicate patron is detected if first and last names match and
- there is no date of birth populated or if first name, last name and
- date of birth fields are all populated. If two patrons have matching
- names, but one has a date of birth and the other does not they will
- not match as duplicates.
-
-If you have set a minimum or upper age limit on the patron category and
-are requiring that the birth date be filled in, Koha will warn you if
-the patron you're adding is too old or young for the patron category you
-have selected:
-
-Patron age warning
-|image419|
-
-`Add a Staff Patron <#addstaffpatron>`__
-----------------------------------------
-
-All staff members must be entered into Koha as patrons of the 'Staff'
-type. Follow the steps in `Add a Patron <#addnewpatron>`__ to add a
-staff member. To give the staff member permissions to access the staff
-client, follow the steps in `Patron Permissions <#patronpermissions>`__
-
- **Important**
-
- Remember to assign your staff secure usernames and passwords since
- these will be used to log into the staff client.
-
-`Add a Statistical Patron <#addstatspatron>`__
-----------------------------------------------
-
-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 `patron
-category <#patcats>`__ set up for your Statistical patron.
-
-In House Patron Category
-|image420|
-
-Next, you will need to create a new patron of the statistical type
-
-New In House Patron
-|image421|
-
-Next, follow the steps put forth in the '`Add a new
-Patron <#addnewpatron>`__' 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
-`Tracking inhouse use <#trackinhouse>`__ section of this manual.
-
-`Duplicate a Patron <#duplicatepatron>`__
------------------------------------------
-
-Sometimes when you're adding a new family to your system you don't want
-to type the contact information over and over. Koha allows for you to
-duplicate a patron and change only the parts you want to (or need to)
-change.
-
-- Open the patron you want to use as your base (the patron you want to
- duplicate information from)
-
-- Click the 'Duplicate' button at the top of their record
-
- The Duplicate Button is the 3rd one in
- |image422|
-
-- All of the fields with the exception of first name, card number,
- username and password have been duplicated. Fill in the missing
- pieces and click 'Save'
-
- Duplicating Patron Form
- |image423|
-
- - **Note**
-
- Clicking in a field that is already populated with data will
- clear that field of all information (making it easier for you
- to type in something different)
-
-- You will be brought to your new patron
-
- Newly created patron
- |image424|
-
-`Add Patron Images <#addpatronimages>`__
-----------------------------------------
-
-If you would like you can add patron images to help identify patrons. To
-enable this feature you must first set the
-`patronimages <#patronimages>`__ preference to 'Allow'.
-
-If the preference is set to 'Allow' you will see a placeholder image
-under the patron's name and box to upload a patron image below the basic
-contact information.
-
-Add patron image
-|image425|
-
-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.
-
-Patron image
-|image426|
-
- **Important**
-
- There is a limit of 100K on the size of the picture uploaded and it
- is recommended that the image be 200x300 pixels, but smaller images
- will work as well.
-
-`Editing Patrons <#editpatrons>`__
-----------------------------------
-
-Patrons in Koha can be edited using one of many edit buttons.
-
-- To edit the entire patron record simply click the 'Edit' button at
- the top of the patron record.
-
- Main Patron Edit Menu
- |image427|
-
-- Patron passwords are not recoverable. The stars show on the patron
- 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
-
- Patron Password Change Form
- |image428|
-
- - Koha cannot display existing passwords. Leave the field blank to
- leave password unchanged.
-
- - This form can automatically generate a random password if you
- click the link labeled "Click to fill with a randomly generated
- 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 of Patron Record
- |image429|
-
-- A patron image can be added by browsing for the image on your machine
- from the 'Manage Patron Image' section
-
- Manage Patron Image Form
- |image430|
-
- - This form will not appear if you have the
- `patronimages <#patronimages>`__ system preference to not allow
- patron images
-
- - To add patron images in bulk, use the `Upload Patron
- Images <#uploadpatronimages>`__ Tool
-
-- Patrons can also be blocked from checking items out by setting Patron
- Flags
-
- Patron Warning 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
-
- Patron's address in doubt
- |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
- to check items out
-
- Patron lost card
- |image433|
-
- - If you would like to bar a patron from the library you can add a
- manual restriction
-
- Add manual restriction
- |image434|
-
- - **Note**
-
- This flag can automatically be set with the `Overdue/Notice
- Status Triggers <#noticetriggers>`__
-
- - If you enter in a date and/or note related to the restriction you
- will see that in the restricted message as well
-
- Restricted until message
- |image435|
-
-- Children patrons do not become adults automatically in Koha unless
- you have `Juvenile to Adult cron job <#j2acron>`__ running. To
- upgrade a child patron to and adult patron category manually go to
- the 'More' menu and choose 'Update Child to Adult Patron'
-
- Update Child to Adult Patron
- |image436|
-
- - You will then be presented with a pop up window asking which one
- of your adult patron categories this Child should be updated to
-
- Choose Adult Category to Update To
- |image437|
-
-`Managing Patron Self Edits <#mangepatronedits>`__
---------------------------------------------------
-
-If you are allowing patrons to edit their accounts via the OPAC with the
-`OPACPatronDetails <#OPACPatronDetails>`__ preference then you will need
-to approve all changes via the staff client before they're applied. If
-there are patron edits awaiting action they will appear on the staff
-client dashboard below the modules list (along with other items awaiting
-action).
-
-Patron requests waiting
-|image438|
-
- **Note**
-
- Superlibrarians will see modifications for any branch, other staff
- will only see modifications for patrons who belong to their logged
- in branch.
-
-When you click the 'Patrons requesting modifications' link you will be
-brought to a list of patrons with requested changes.
-
-Manage patron updates
-|image439|
-
-From here you can 'Approve' and apply the changes to the patron record,
-'Delete' and remove the changes or 'Ignore' and keep the changes pending
-to review later.
-
-If you would like to see the entire patron record you can click the
-'Patron details' links to the right of the buttons. This will open in a
-new tab.
-
-`Patron Permissions <#patronpermissions>`__
--------------------------------------------
-
-Patron Permissions are used to allow staff members access to the staff
-client.
-
- **Important**
-
- In order for a staff member to log into the staff interface they
- must have (at the very least) 'catalogue' permissions which allow
- them to view the staff interface.
-
-`Setting Patron Permissions <#setpatronperms>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-To set patron permissions, you must first `have a patron of the 'Staff'
-type <#addstaffpatron>`__ open
-
-- On the patron record click More and choose Set Permissions to alter
- patron permissions
-
- Set Patron Permissions
- |image440|
-
-- You will be presented with a list of preferences, some of which can
- be expanded by clicking the plus sign to the left of the section
- title.
-
- Patron Permissions
- |image441|
-
-`Patron Permissions Defined <#patronpermsdefined>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-- superlibrarian
-
- - Access to all librarian functions
-
- - **Note**
-
- With this selected there is no need to choose any other
- permissions
-
-- circulate
-
- - Check out and check in items
-
- - This section can be expanded (`Learn more <#circpermissions>`__)
-
-- catalogue
-
- - **Required for staff login.** Staff access, allows viewing the
- catalogue in staff client
-
- - **Important**
-
- Must be given to all staff members to allow them to login
- to the staff client
-
-- parameters
-
- - Manage Koha system systems (Administration panel)
-
- - This section can be expanded (`Learn
- more <#parameterpermissions>`__)
-
-- borrowers
-
- - Add or modify patrons
-
-- permissions
-
- - Set user permissions
-
-- reserveforothers
-
- - Place and modify holds for patrons
-
- - This section can be expanded (`Learn
- more <#reservepermissions>`__)
-
-- editcatalogue
-
- - Edit Catalog (Modify bibliographic/holdings data)
-
- - This section can be expanded (`Learn more <#catpermissions>`__)
-
-- updatecharges
-
- - Manage patrons fines and fees
-
- - This section can be expanded (`Learn
- more <#updatechargespermissions>`__)
-
-- acquisition
-
- - Acquisition and/or suggestion management
-
- - This section can be expanded (`Learn more <#acqpermissions>`__)
-
-- management
-
- - Set library management params (deprecated)
-
- - **Important**
-
- This permission level no longer controls anything.
-
-- tools
-
- - Use all tools
-
- - This section can be expanded (`Learn more <#toolspermissions>`__)
-
-- editauthorities
-
- - Edit Authorities
-
-- serials
-
- - Manage serial subscriptions
-
- - This section can be expanded (`Learn more <#serpermissions>`__)
-
-- reports
-
- - Allow access to the reports module
-
- - Reports found on the Circulation page are not controlled by this
- permission
-
- - This section can be expanded (`Learn more <#reportpermissions>`__)
-
-- staffaccess
-
- - Allow staff members to modify permissions for other staff members
-
- - **Important**
-
- Requires the borrowers permission above
-
-- plugins
-
- - Koha plugins
-
- - This section can be expanded (`Learn more <#pluginpermissions>`__)
-
-- lists
-
- - Koha Lists
-
- - **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.
-
- - This section can be expanded (`Learn more <#listspermissions>`__)
-
-`Granular Circulate Permissions <#circpermissions>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-If the staff member has 'circulate' permissions they have the ability to
-perform all of these actions. If you would like to control circulation
-permissions on a more granular level choose from these options:
-
-- circulate\_remaining\_permissions
-
- - Remaining circulation permissions
-
- - All circulation rights except those covered by permissions listed
- below
-
-- force\_checkout
-
- - Force checkout if a limitation exists
-
- - With this permission a librarian will be allowed to override a
- check out restriction in the following cases:
-
- - age restriction
-
- - the item is issued to another patron
-
- - the item is not for loan
-
- - the patron has overdue items
-
- - the item is lost
-
- - the item is a high demand item
-
- - the item is on hold
-
-- manage\_restrictions
-
- - Manage restrictions for accounts
-
- - Grants permission to the staff member to lift a restriction that
- might be on the patron's record
-
-- overdues\_report
-
- - Execute overdue items report
-
- - The permission to run the overdues reports found under Circulation
-
-- override\_renewals
-
- - Override blocked renewals
-
- - Requires that the staff member also has
- circulate\_remaining\_permissions
-
-`Granular Parameters Permissions <#parameterpermissions>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-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\_circ\_rules
-
- - Manage circulation rules
-
- - The ability to access the `Circulation and fines
- rules <#circfinerules>`__ in the administration area
-
-- parameters\_remaining\_permissions
-
- - Remaining system parameters permissions
-
- - The ability to access all areas in Administration (other than the
- Circulation and fine rules)
-
-`Granular Holds Permissions <#reservepermissions>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-If the staff member has 'reserveforothers' permissions they have the
-ability to perform all of these actions. If you would like to control
-holds permissions on a more granular level choose from these options:
-
-- modify\_holds\_priority
-
- - Modify holds priority
-
- - Allow staff members to alter the holds priority (moving patrons up
- and down the queue)
-
-- place\_holds
-
- - Place holds for patrons
-
-`Granular Cataloging Permissions <#catpermissions>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-If the staff member has 'editcatalogue' permissions they have the
-ability to perform all of these actions. If you would like to control
-cataloging permissions on a more granular level choose from these
-options:
-
-- delete\_all\_items
-
- - Delete all items at once
-
- - Ability to use the 'Delete all items' option found under the
- 'Edit' menu in cataloging
-
-- edit\_catalogue
-
- - Edit catalog (Modify bibliographic/holdings data)
-
- - Ability to access all cataloging functions via the
- `Cataloging <#cataloging>`__ page
-
-- edit\_items
-
- - Edit items
-
- - Ability to make `edits to item/holdings
- records <#editingitems>`__, but not bibliographic records
-
-- edit\_items\_restricted
-
- - Limit item modification to subfields defined in the
- `SubfieldsToAllowForRestrictedEditing <#SubfieldsToAllowForRestrictedEditing>`__
- preference
-
- - **Note**
-
- Please note that edit\_items permission is still required
-
-- fast\_cataloging
-
- - Fast cataloging
-
- - The ability to catalog using only the `Fast Add
- Framework <#fastaddcat>`__ found on the
- `Circulation <#circulation>`__ page
-
-`Granular Fines and Charges Permissions <#updatechargespermissions>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-If a staff member has 'updatecharges' permission they have the ability
-to perform all of these actions. If you would like to control fines and
-charges permissions on a more granular level choose from these options:
-
-- remaining\_permissions
-
- - Remaining permissions for managing fines and fees other than the
- ability to write off charges
-
-- writeoff
-
- - Write off fines and fees
-
-`Granular Acquisitions Permissions <#acqpermissions>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-If the staff member has 'acquisition' permissions they have the ability
-to perform all of these actions. If you would like to control
-acquisitions permissions on a more granular level choose from these
-options:
-
-- budget\_add\_del
-
- - Add and delete budgets (but can't modify budgets)
-
-- budget\_manage
-
- - Manage budgets
-
-- budget\_manage\_all
-
- - Manage all budgets
-
- budget\_modify
-
- - Modify budget (can't create lines, but can modify existing ones)
-
-- contracts\_manage
-
- - Manage contracts
-
-- group\_manage
-
- - Manage orders and basket groups
-
-- order\_manage
-
- - Manage orders and baskets
-
-- order\_manage\_all
-
- - Manage all orders and baskets, regardless of restrictions on them
-
-- order\_receive
-
- - Manage orders and baskets
-
-- period\_manage
-
- - Manage periods
-
-- planning\_manage
-
- - Manage budget planning
-
-- vendors\_manage
-
- - Manage vendors
-
-`Granular Serials Permissions <#serpermissions>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-If the staff member has 'serials' permissions they have the ability to
-perform all of these actions. If you would like to control serials
-permissions on a more granular level choose from these options:
-
-- check\_expiration
-
- - Check the `expiration of a serial <#serialexpiration>`__
-
-- claim\_serials
-
- - Claim missing serials via the `Claims section <#serialclaims>`__
-
-- create\_subscription
-
- - Create `a new subscription <#newsubscription>`__
-
-- delete\_subscription
-
- - Delete an existing subscription
-
-- edit\_subscription
-
- - Edit an existing subscription
-
- - This permission does not include the ability to delete or create a
- subscription
-
-- receive\_serials
-
- - Serials receiving
-
- - Receive serials on existing subscriptions
-
-- renew\_subscription
-
- - Renew a subscription
-
-- routing
-
- - Routing
-
- - Manage `routing lists <#routinglist>`__
-
-- superserials
-
- - Manage subscriptions from any branch (only applies when
- `IndependantBranches <#IndependentBranches>`__ is used)
-
-`Granular Tools Permissions <#toolspermissions>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-If the staff member has 'tools' permissions they have the ability to
-access and use all items under the Tools menu. If you would like to
-control which tools staff members have access to on a more granular
-level choose from these options:
-
-- batch\_upload\_patron\_images
-
- - Upload patron images in batch or one at a time
-
- - Access to the `Image Upload Tool <#uploadpatronimages>`__
-
-- delete\_anonymize\_patrons
-
- - Delete old borrowers and anonymize circulation/reading history
- (deletes borrower reading history)
-
- - Access to the `Anonymize Patron Tool <#anonpatrons>`__
-
-- edit\_calendar
-
- - Define days when the library is closed
-
- - Access to the `Calendar/Holidays Tool <#calholidays>`__
-
-- edit\_news
-
- - Write news for the OPAC and staff interfaces
-
- - Access to the `News Tool <#newstool>`__
-
-- edit\_notice\_status\_triggers
-
- - Set notice/status triggers for overdue items
-
- - Access to the `Overdue Notice Status/Triggers
- Tool <#noticetriggers>`__
-
-- edit\_notices
-
- - Define notices
-
- - Access to the `Notices Tool <#notices>`__
-
-- export\_catalog
-
- - Export bibliographic, authorities and holdings data
-
- - Access to the `Export Data Tool <#exportbibs>`__
-
-- import\_patrons
-
- - Import patron data
-
- - Access to the `Import Patrons Tool <#patronimport>`__
-
-- inventory
-
- - Perform inventory (stocktaking) of your catalog
-
- - Access to the `Inventory Tool <#inventory>`__
-
-- items\_batchdel
-
- - Perform batch deletion of items
-
- - Access to the `Batch Item Deletion Tool <#batchdeleteitems>`__
-
-- items\_batchmod
-
- - Perform batch modification of items
-
- - Access to the `Batch Item Modification Tool <#batchmodifyitems>`__
-
-- items\_batchmod\_restricted
-
- - Limit `batch item modification <#batchmodifyitems>`__ to subfields
- defined in the
- `SubfieldsToAllowForRestrictedBatchmod <#SubfieldsToAllowForRestrictedBatchmod>`__
- preference
-
- - **Note**
-
- Please note that items\_batchmod permission is still required
-
-- label\_creator
-
- - Create printable labels and barcodes from catalog and patron data
-
- - Access to the `Label Creator <#labelcreator>`__ and `Quick Label
- Creator <#quicklabelcreator>`__ Tools
-
-- manage\_csv\_profiles
-
- - Manage CSV export profiles
-
- - Access to the `CSV Profiles Tool <#csvprofiles>`__
-
-- manage\_staged\_marc
-
- - Manage staged MARC records, including completing and reversing
- imports
-
- - Access to the `Manage Staged MARC Records Tool <#managestaged>`__
-
-- moderate\_comments
-
- - Moderate patron comments
-
- - Access to the `Comments Tool <#comments>`__
-
-- moderate\_tags
-
- - Moderate patron tags
-
- - Access to the `Tags Tool <#tagsmoderation>`__
-
-- records\_batchdel
-
- - Perform batch deletion of records (bibliographic or authority)
-
- - Access to the `Batch Record Deletion Tool <#batchrecorddelete>`__
-
-- rotating\_collections
-
- - Manage rotating collections
-
- - Access to the `Rotating Collections Tool <#rotatingcollections>`__
-
-- schedule\_tasks
-
- - Schedule tasks to run
-
- - Access to the `Task Scheduler Tool <#taskscheduler>`__
-
-- stage\_marc\_import
-
- - Stage MARC records into the reservoir
-
- - Access to the `Stage MARC Records Tool <#stagemarc>`__
-
-- upload\_general\_files
-
- - Upload any file
-
- - Access to upload files via the `Upload Tool <#uploadtool>`__
-
-- upload\_local\_cover\_images
-
- - Upload local cover images
-
- - Access to the `Upload Local Cover Image
- Tool <#uploadlocalimages>`__ as well as permission to add and
- delete local cover images from the bib detail page
-
-- upload\_manage
-
- - Manage uploaded files
-
- - Access to uploaded files via the `Upload Tool <#uploadtool>`__
-
- **Note**
-
- upload\_general\_files permission is required for this
- permission
-
-- view\_system\_logs
-
- - Browse the system logs
-
- - Access to the `Log Viewer Tool <#logviewer>`__
-
-`Granular Reports Permissions <#reportpermissions>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-If the staff member has 'reports' permissions they have the ability to
-perform all of these actions. If you would like to control reports
-permissions on a more granular level choose from these options:
-
-- create\_reports
-
- - Create SQL Reports
-
- - The ability to create and edit but not run SQL reports
-
-- execute\_reports
-
- - Execute SQL Reports
-
- - The ability to run but not create or edit SQL reports
-
-`Granular Plugins Permissions <#pluginpermissions>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-If the staff member has 'plugins' permissions they have the ability to
-perform all of these actions. If you would like to control reports
-permissions on a more granular level choose from these options:
-
-- configure
-
- - Configure plugins
-
- - The ability to run the 'configure' section of a plugin if it has
- one
-
-- manage
-
- - Manage plugins
-
- - The ability to install or uninstall plugins
-
-- report
-
- - Use report plugins
-
- - The ability to use report plugins
-
-- tool
-
- - Use tool plugins
-
- - The ability to use tool plugins
-
-`Granular Lists Permissions <#listspermissions>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-All staff members have permission to access lists. This section only
-needs to be checked off if you want to give permission to a staff member
-to delete public lists that they have no created themselves.
-
-- delete\_public\_lists
-
- - Delete public lists
-
-`Patron Information <#patroninformation>`__
--------------------------------------------
-
-When viewing a patron record you have the option to view information
-from one of many tabs found on the left hand side of the record.
-
-- *Get there:* Patrons > Browse or search for patron > Click patron
- name
-
-`Check Out <#patcheckout>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-For instruction on checking items out, view the `Checking
-Out <#checkingout>`__ 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
-checkouts'My checkouts
-
-`Details <#patrondetails>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-Staff members can access their own account details by clicking their
-username in the top right of the staff client and choosing 'My account'
-
-My account
-|image442|
-
-All patron information will appear on the Details tab. This includes all
-the contact information, notes, custom patron attributes, messaging
-preferences, etc entered when adding the patron.
-
-In the case of patrons who are marked as 'Child' or 'Professional' and
-their Guarantors additional information will appear on their record.
-
-- A child patron will list their Guarantor
-
- Guarantor listed and linked from the child record
- |image443|
-
-- On the Guarantor's record, all children and/or professionals will be
- listed
-
- Guarantees listed on the Guarantor's profile
- |image444|
-
-`Circulation Summary <#patcircsummary>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-Below the patron's information on the details screen is a tabbed display
-of the items they have checked out, overdue, and on hold.
-
-Checkout summary
-|image445|
-
-If they have family at the library staff can see what the other family
-members have checked out.
-
-Relative checkouts
-|image446|
-
-The Restrictions tab will show for all patrons. If the patron has no
-restrictions you will see that on the tab.
-
-Patron restrictions
-|image447|
-
-If the patron has restrictions on their account the tab will show the
-number and the description.
-
-Patron restrictions
-|image448|
-
-Using the 'Add manual restriction' button you can add a restriction to
-the patron record from here.
-
-Add restriction
-|image449|
-
-`Fines <#patronfines>`__
-~~~~~~~~~~~~~~~~~~~~~~~~
-
-The patron's complete accounting history will appear on the Fines tab.
-Contrary to its name, the Fines tab does not just show fine data, it
-also shows membership fees, rental fees, reserve fees and any other
-charge you may have for patrons.
-
-Patron Accounting Summary
-|image450|
-
-The table will show you the following columns:
-
-- Date: the date the charge/payment was posted
-
- - In the case of fines this will be the last day that the fine was
- accrued
-
-- Description: a description of the charges including the due date for
- overdue items and a link to the item record where one is available
-
-- Note: any notes about this charge/payment
-
- - If you're allowing patrons to pay fines via the OPAC with PayPal
- (`EnablePayPalOpacPayments <#EnablePayPalOpacPayments>`__) you
- will see a Note that says 'PayPal' for items paid this wayPayPal
- Fines
-
-- Amount: the total amount of the payment or charge
-
-- Outstanding: the amount still due on charge
-
-- The ability to reverse 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
-hide all completed transaction and above that you can use the search box
-to find a specific charge or payment.
-
-`Charging Fines/Fees <#chargefines>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-Most fees and fines will be charged automatically if the `fines cron
-job <#finescronjob>`__ is running:
-
-- Fines will be charged based on your `Circulation & Fines
- Rules <#circfinerules>`__
-
-- Hold fees will be charged based on the rules you set in the `Patron
- Types & Categories <#patcats>`__ administration area
-
-- Rental fees will be charged based on the settings in your `Item
- Types <#itemtypeadmin>`__ administration area
-
-- Marking an item 'Lost' via the cataloging module will automatically
- charge the patron the replacement cost for that item
-
-`Pay/Reverse Fines <#payfines>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-Each line item can be paid in full (or written off) using the 'Pay
-Fines' tab.
-
-Paying Fines
-|image451|
-
-- Each line item can be paid in full, partially paid, or written off.
-
-- Pay a fine in full
-
- - If you have a note about the payment please type that first then
- move on
-
- - 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
-
- Pay fine
- |image452|
-
- - Click "Confirm"
-
- - The fine will be removed from outstanding fines, and displayed as
- fully paid.
-
-- Pay a partial fine
-
- - 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
-
- Pay partial fine
- |image453|
-
- - Click "Confirm"
-
- - 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
-
- - Enter the amount you are collecting from the patron in "Collect
- from Patron." The sum of all fines is shown in "Total Amount
- Outstanding"
-
- Pay Amount
- |image454|
-
- - Click "Confirm"
-
- - The fine totals will be updated with the payment applied to oldest
- fines first.
-
-- Pay Selected fines
-
- - Check the selection boxes next to the fines you wish to pay, click
- "Pay Selected"
-
- Select lines to pay
- |image455|
-
- - Enter an amount to pay towards the fines.
-
- Pay Selected
- |image456|
-
- - Click "Confirm"
-
- - The fine totals will be updated with the payment applied to the
- oldest selected fines first.
-
-- Writeoff a single fine
-
- - Click "Writeoff" next to the fine you wish to writeoff.
-
- - The fine will be removed from outstanding fines, and displayed as
- written off.
-
-- Writeoff All fines
-
- - Click the "Writeoff All" button
-
- - All fines will be removed from outstanding fines, and displayed as
- written off.
-
-- If you accidentally mark and item as paid, you can reverse that line
- item by clicking 'Reverse' to the right of the line
-
- Reverse Link
- |image457|
-
- - Once clicked a new line item will be added to the account, showing
- the payment as reversed
-
- Reversed Payment
- |image458|
-
-`Creating Manual Invoices <#manualinvoice>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-For fees that are not automatically charged, librarians can create a
-manual invoice
-
-Create Manual Invoice
-|image459|
-
-- 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
-
- - **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.
-
-- If the fee is associated with an item you can enter its barcode so
- that the line item shows a link to that item
-
-- The description field is where you will enter the description of the
- charge
-
-- In the amount field, do not enter currency symbols, only numbers and
- decimals
-
-`Creating Manual Credits <#manualcredit>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-Manual credits can be used to pay off parts of fines, or to forgive a
-fine amount.
-
-Create Manual Credit
-|image460|
-
-- First choose the type of credit you'd like to apply
-
-- If this credit is associated with an item you can enter that item's
- barcode so that the line item links to the right item
-
-- The description field is where you will enter the description of the
- credit
-
-- In the amount field, do not enter currency symbols, only numbers and
- decimals
-
-`Printing Invoices <#printinglineitems>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-To the right of each account line there is a print link. Clicking that
-link will print an invoice for the line item that includes the date and
-description of the line item along with the total outstanding on the
-account.
-
-Sample Invoice
-|image461|
-
-`Routing Lists <#patronroutingtab>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-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.
-
-Routing Lists
-|image462|
-
-On this tab you will be able to see and edit all of the routing lists
-that this patron is on.
-
-Patron's routing lists
-|image463|
-
-`Circulation History <#circhistory>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-The circulation history tab will appear if you have set the
-`intranetreadinghistory <#intranetreadinghistory>`__ preference to allow
-it to appear. If you have the `OPACPrivacy <#OPACPrivacy>`__ system
-preference set to 'Allow' and the patron has decided that the library
-cannot keep this information this tab will only show currently checked
-out items.
-
-Patron Circulation History
-|image464|
-
-If you would like to export a list of barcodes for the items checked in
-today you can find that option under the More menu on the top right of
-the page.
-
-Export today's checkins
-|image465|
-
-This will generate a text file with one barcode per line.
-
-`Modification Log <#patmodlog>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-If you have set your `BorrowersLog <#BorrowersLog>`__ to track changes
-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 `IssueLog <#IssueLog>`__ and `ReturnLog <#ReturnLog>`__
-you will see checkins and outs on this screen as well.
-
-Changes to Patron
-|image466|
-
-- The Librarian field shows the patron number for the librarian who
- made the changes
-
-- The module lists 'MEMBERS' for the patron module
-
-- The action will tell you what action was being logged
-
-- The Object field lists the borrowernumber that is being modified (in
- the example above, it was my changing my own record)
-
-`Notices <#patnotices>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~
-
-The `patron's messaging preferences <#setpatronmessaging>`__ are set
-when `adding <#addnewpatron>`__ or `editing <#editpatrons>`__ the
-patron. This tab will show the messages that have been sent and those
-that are queued to be sent:
-
-Patron Notices Tab
-|image467|
-
-Clicking on the message title will expand the view to show you the full
-text of the message that was sent.
-
-Full message text
-|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
-found under the status.
-
-Resend notice
-|image469|
-
-`Statistics <#patronstatstab>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-Depending on what you set for the values of your
-`StatisticsFields <#StatisticsFields>`__ system preference, you can see
-statistics for one patron's circulation actions.
-
-Patron's Statistics
-|image470|
-
-`Files <#patronfiles>`__
-~~~~~~~~~~~~~~~~~~~~~~~~
-
-If you set the `EnableBorrowerFiles <#EnableBorrowerFiles>`__ preference
-to 'Do' the Files tab will be visible on the patron information page.
-
-Patron Files Tab
-|image471|
-
-From here you can upload files to attach to the patron record.
-
-Upload patron files
-|image472|
-
-All files that are uploaded will appear above a form where additional
-files can be uploaded from.
-
-List of files on the patron record
-|image473|
-
-`Purchase Suggestions <#patronsuggestions>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-If the patron has made any purchase suggestions you will see a purchase
-suggestions tab on the patron record.Patron purchase suggestions
-
-From here you can see all suggestions made by the patron and their
-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 `Purchase suggestions <#purchasesuggest>`__ in the
-`Acquisitions <#acqmodule>`__ chapter of this manual.
-
-`Patron discharges <#patrondischarge>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-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
-patron record you need to set the `useDischarge <#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).
-
- **Note**
-
- Academic libraries often require that you have a clear record at the
- library before you can graduate.
-
-Patrons can `request discharges via the OPAC <#opacdischarge>`__. Any
-pending discharges will be listed below the menu buttons on the main
-staff client pagePending discharges
-
-Clicking the pending requests will open a screen where you can allow
-those dischargesPending discharges
-
-To generate a discharge for a specific patron click the 'Discharge' tab
-on the left of the patron recordDischarge
-
-If the patron can have a discharge generated then it will have a button
-that says 'Generate discharge'
-
-Generate discharge
-|image474|
-
-If not then you'll see an error explaining why you can't discharge the
-patron.
-
-Cannot discharge
-|image475|
-
-Once the letter is generated you will have a PDF to download
-
-Discharge letter
-|image476|
-
- **Note**
-
- You can style the PDF using the `NoticeCSS <#NoticeCSS>`__
- preference.
-
-The patron will have a restriction added to their accountDischarge
-restriction
-
-And a history of discharges will be added to the 'Discharge'
-tabDischarge history
-
-`Patron Search <#patronsearch>`__
----------------------------------
-
-Clicking on the link to the Patron module will bring you to a
-search/browse screen for patrons. From here you can search for a patron
-by any part of their name or their card number.
-
-Patron Search
-|image477|
-
-Clicking the small plus sign [+] to the right of the search box will
-open up an advanced patron search with more filters including the
-ability to limit to a specific category and/or library.
-
-Expanded patron search
-|image478|
-
-You can also filter your patron results using the search options on the
-left hand side of the page.Patron search filters
-
-Depending on what you have chosen for the 'Search fields' you can search
-for patrons in various different ways.
-
-Patron Search Fields
-|image479|
-
-- Standard:
-
- - Enter any part of their name, username, email address or barcode
-
-- Email:
-
- - Enter any part of their email address and choose 'Contains'
- instead of 'Starts with'
-
-- Borrower number:
-
- - Enter the Koha borrower number
-
-- Phone number:
-
- - Enter the phone number exactly as it is in the system or by using
- spaces between each batch of numbers.
-
- - Example: To find (212) 555-1212 you can search for it exactly as
- it was entered or by searching for 212 555 1212
-
-- Street address:
-
- - Enter any part of the patron's address (includes all address
- fields) and choose 'Contains' instead of 'Starts with' to find the
- string anywhere in the address
-
-- Date of birth
-
- - Birth dates should be entered using the format set forth in the
- `dateformat <#dateformat>`__ preference.
-
-- Sort field 1
-
- - This is a custom field that libraries can use for any type of data
- about the patron.
-
-- Sort field 2
-
- - This is a custom field that libraries can use for any type of data
- about the patron.
-
-You can also choose to either search for fields that start with the
-string you entered or contain the string. Choosing 'Contains' will work
-like a wildcard search.
-
-Contains or Starts with Search
-|image480|
-
-You can also browse through the patron records by clicking on the linked
-letters across the top.
-
-Patron Browse
-|image481|
-
Circulation
===========
--- /dev/null
+.. include:: images.rst
+
+Patrons
+=======
+
+Before importing and/or adding patrons be sure to set up your `patron
+categories <#patcats>`__.
+
+`Add a new patron <#addnewpatron>`__
+------------------------------------
+
+Patrons are added by going to the 'Patrons' module.
+
+- *Get there:* Patrons
+
+Once there you can add a new patron.
+
+- Click 'New patron'
+
+ Choose patron type
+ |image407|
+
+- The fields that appear on the patron add form can be controlled by
+ editing the `BorrowerUnwantedField <#BorrowerUnwantedField>`__ system
+ preference.
+
+- First enter the identifying information regarding your patron
+
+ Add Patron Form
+ |image408|
+
+ - Required fields are defined in the
+ `BorrowerMandatoryField <#BorrowerMandatoryField>`__ system
+ preference
+
+ - Salutation is populated by the
+ `BorrowersTitles <#BorrowersTitles>`__ system preference
+
+ - **Note**
+
+ If you'd like to prevent full names from printing on
+ `slips <#notices>`__ and you're not using the Initials or
+ Other name fields for anything else, you can use them for
+ shortened versions of the name to then be printed on the slip.
+
+ For example:
+
+ ::
+
+ Firstname: Nicole C.
+ Surname: Engard
+ Initials: NCE
+
+ Then on the slip you can have it print the
+ <<borrowers.initials>> instead of the full name (NCE).
+
+ Or you could do something like this:
+
+ ::
+
+ Firstname: Nicole
+ Surname: Engard
+ Initials: E
+
+ Then on the slip you can have it print the
+ <<borrowers.initials>>, <<borrowers.firstname>> instead of the
+ full name (E, Nicole).
+
+- Next enter the contact information
+
+ Patron Contact Information
+ |image409|
+
+ - For contact information, note that the primary phone and email
+ addresses are the ones that appear on notices and slips printed
+ during circulation (receipts, transfer slips and hold slips). The
+ primary email is also the one that overdue notices and other
+ messages go to.
+
+- If this patron is a child, you will be asked to attach the child
+ patron to an adult patron
+
+ Guarantor Linking
+ |image410|
+
+ - 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
+
+ - The relationships are set using the
+ `borrowerRelationship <#borrowerRelationship>`__ system preference
+
+- If this patron is a professional, you will be asked to attach the
+ patron to an organizational patron
+
+ Organization Linking
+ |image411|
+
+ - Click 'Set to Patron to search your system for an existing patron
+
+- Each patron can have an alternate contact
+
+ Alternate Contact
+ |image412|
+
+ - An alternate contact could be a parent or guardian. It can also be
+ used in academic settings to store the patron's home address.
+
+- The library management section includes values that are used within
+ the library
+
+ Library Management
+ |image413|
+
+ - The card number field is automatically calculated if you have the
+ `autoMemberNum <#autoMemberNum>`__ system preference set that way
+
+ - **Note**
+
+ For a newly installed system this preference will start at
+ 1 and increment by 1 each time after. To have it start with
+ the starting number of your barcodes, enter the first
+ barcode by hand in the patron record and save the patron.
+ After that the field will increment that number by 1.
+
+ - If you accidentally chose the wrong patron category at the
+ beginning you can fix that here
+
+ - Sort 1 and 2 are used for statistical purposes within your library
+
+- Next, the Library Setup section includes additional library settings
+
+ Library set-up options
+ |image414|
+
+ - The registration date will automatically be filled in with today's
+ date
+
+ - If your patron cards expire (based on your `patron category
+ settings <#patcats>`__) the Expiry date will automatically be
+ calculated
+
+ - 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
+ will appear when the circulation staff goes to check an item out
+ to the patron
+
+ Sample Circulation Note
+ |image415|
+
+ - The Staff/OPAC asks for the username and password to be used by
+ the patron (and/or staff member) to log into their account in the
+ OPAC and for staff to log in to the staff client.
+
+ - Staff will only be able to use this log in info to log in to
+ the staff client if they have the `necessary
+ permissions <#patronpermissions>`__.
+
+- If you have set `additional patron
+ attributes <#patronattributetypes>`__ up, these will appear next
+
+ Additional Patron Attributes
+ |image416|
+
+- Finally, if you have
+ `EnhancedMessagingPreferences <#EnhancedMessagingPreferences>`__ set
+ to 'allow,' you can choose the messaging preferences for this patron.
+
+ Patron Messaging Settings
+ |image417|
+
+ - 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)
+
+ - 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
+ waiting for the patron
+
+ - 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
+ patron has just checked in
+
+ - Patrons can choose to receive their notices as a digest by
+ checking the 'Digest only?' box along with the delivery method. A
+ digest is a combination of all the messages of that type (so all
+ items due in 3 days in one email) in to one email instead of
+ multiple emails for each alert.
+
+ - **Important**
+
+ These preferences will override any you set via the `patron
+ categories <#addingpatroncat>`__
+
+ - **Important**
+
+ These preference can be altered by the patron via the OPAC
+
+- Once finished, click 'Save'
+
+If the system suspects this patron is a duplicate of another it will
+warn you.
+
+Patron Duplicate Suspected
+|image418|
+
+ **Note**
+
+ A duplicate patron is detected if first and last names match and
+ there is no date of birth populated or if first name, last name and
+ date of birth fields are all populated. If two patrons have matching
+ names, but one has a date of birth and the other does not they will
+ not match as duplicates.
+
+If you have set a minimum or upper age limit on the patron category and
+are requiring that the birth date be filled in, Koha will warn you if
+the patron you're adding is too old or young for the patron category you
+have selected:
+
+Patron age warning
+|image419|
+
+`Add a Staff Patron <#addstaffpatron>`__
+----------------------------------------
+
+All staff members must be entered into Koha as patrons of the 'Staff'
+type. Follow the steps in `Add a Patron <#addnewpatron>`__ to add a
+staff member. To give the staff member permissions to access the staff
+client, follow the steps in `Patron Permissions <#patronpermissions>`__
+
+ **Important**
+
+ Remember to assign your staff secure usernames and passwords since
+ these will be used to log into the staff client.
+
+`Add a Statistical Patron <#addstatspatron>`__
+----------------------------------------------
+
+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 `patron
+category <#patcats>`__ set up for your Statistical patron.
+
+In House Patron Category
+|image420|
+
+Next, you will need to create a new patron of the statistical type
+
+New In House Patron
+|image421|
+
+Next, follow the steps put forth in the '`Add a new
+Patron <#addnewpatron>`__' 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
+`Tracking inhouse use <#trackinhouse>`__ section of this manual.
+
+`Duplicate a Patron <#duplicatepatron>`__
+-----------------------------------------
+
+Sometimes when you're adding a new family to your system you don't want
+to type the contact information over and over. Koha allows for you to
+duplicate a patron and change only the parts you want to (or need to)
+change.
+
+- Open the patron you want to use as your base (the patron you want to
+ duplicate information from)
+
+- Click the 'Duplicate' button at the top of their record
+
+ The Duplicate Button is the 3rd one in
+ |image422|
+
+- All of the fields with the exception of first name, card number,
+ username and password have been duplicated. Fill in the missing
+ pieces and click 'Save'
+
+ Duplicating Patron Form
+ |image423|
+
+ - **Note**
+
+ Clicking in a field that is already populated with data will
+ clear that field of all information (making it easier for you
+ to type in something different)
+
+- You will be brought to your new patron
+
+ Newly created patron
+ |image424|
+
+`Add Patron Images <#addpatronimages>`__
+----------------------------------------
+
+If you would like you can add patron images to help identify patrons. To
+enable this feature you must first set the
+`patronimages <#patronimages>`__ preference to 'Allow'.
+
+If the preference is set to 'Allow' you will see a placeholder image
+under the patron's name and box to upload a patron image below the basic
+contact information.
+
+Add patron image
+|image425|
+
+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.
+
+Patron image
+|image426|
+
+ **Important**
+
+ There is a limit of 100K on the size of the picture uploaded and it
+ is recommended that the image be 200x300 pixels, but smaller images
+ will work as well.
+
+`Editing Patrons <#editpatrons>`__
+----------------------------------
+
+Patrons in Koha can be edited using one of many edit buttons.
+
+- To edit the entire patron record simply click the 'Edit' button at
+ the top of the patron record.
+
+ Main Patron Edit Menu
+ |image427|
+
+- Patron passwords are not recoverable. The stars show on the patron
+ 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
+
+ Patron Password Change Form
+ |image428|
+
+ - Koha cannot display existing passwords. Leave the field blank to
+ leave password unchanged.
+
+ - This form can automatically generate a random password if you
+ click the link labeled "Click to fill with a randomly generated
+ 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 of Patron Record
+ |image429|
+
+- A patron image can be added by browsing for the image on your machine
+ from the 'Manage Patron Image' section
+
+ Manage Patron Image Form
+ |image430|
+
+ - This form will not appear if you have the
+ `patronimages <#patronimages>`__ system preference to not allow
+ patron images
+
+ - To add patron images in bulk, use the `Upload Patron
+ Images <#uploadpatronimages>`__ Tool
+
+- Patrons can also be blocked from checking items out by setting Patron
+ Flags
+
+ Patron Warning 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
+
+ Patron's address in doubt
+ |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
+ to check items out
+
+ Patron lost card
+ |image433|
+
+ - If you would like to bar a patron from the library you can add a
+ manual restriction
+
+ Add manual restriction
+ |image434|
+
+ - **Note**
+
+ This flag can automatically be set with the `Overdue/Notice
+ Status Triggers <#noticetriggers>`__
+
+ - If you enter in a date and/or note related to the restriction you
+ will see that in the restricted message as well
+
+ Restricted until message
+ |image435|
+
+- Children patrons do not become adults automatically in Koha unless
+ you have `Juvenile to Adult cron job <#j2acron>`__ running. To
+ upgrade a child patron to and adult patron category manually go to
+ the 'More' menu and choose 'Update Child to Adult Patron'
+
+ Update Child to Adult Patron
+ |image436|
+
+ - You will then be presented with a pop up window asking which one
+ of your adult patron categories this Child should be updated to
+
+ Choose Adult Category to Update To
+ |image437|
+
+`Managing Patron Self Edits <#mangepatronedits>`__
+--------------------------------------------------
+
+If you are allowing patrons to edit their accounts via the OPAC with the
+`OPACPatronDetails <#OPACPatronDetails>`__ preference then you will need
+to approve all changes via the staff client before they're applied. If
+there are patron edits awaiting action they will appear on the staff
+client dashboard below the modules list (along with other items awaiting
+action).
+
+Patron requests waiting
+|image438|
+
+ **Note**
+
+ Superlibrarians will see modifications for any branch, other staff
+ will only see modifications for patrons who belong to their logged
+ in branch.
+
+When you click the 'Patrons requesting modifications' link you will be
+brought to a list of patrons with requested changes.
+
+Manage patron updates
+|image439|
+
+From here you can 'Approve' and apply the changes to the patron record,
+'Delete' and remove the changes or 'Ignore' and keep the changes pending
+to review later.
+
+If you would like to see the entire patron record you can click the
+'Patron details' links to the right of the buttons. This will open in a
+new tab.
+
+`Patron Permissions <#patronpermissions>`__
+-------------------------------------------
+
+Patron Permissions are used to allow staff members access to the staff
+client.
+
+ **Important**
+
+ In order for a staff member to log into the staff interface they
+ must have (at the very least) 'catalogue' permissions which allow
+ them to view the staff interface.
+
+`Setting Patron Permissions <#setpatronperms>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+To set patron permissions, you must first `have a patron of the 'Staff'
+type <#addstaffpatron>`__ open
+
+- On the patron record click More and choose Set Permissions to alter
+ patron permissions
+
+ Set Patron Permissions
+ |image440|
+
+- You will be presented with a list of preferences, some of which can
+ be expanded by clicking the plus sign to the left of the section
+ title.
+
+ Patron Permissions
+ |image441|
+
+`Patron Permissions Defined <#patronpermsdefined>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+- superlibrarian
+
+ - Access to all librarian functions
+
+ - **Note**
+
+ With this selected there is no need to choose any other
+ permissions
+
+- circulate
+
+ - Check out and check in items
+
+ - This section can be expanded (`Learn more <#circpermissions>`__)
+
+- catalogue
+
+ - **Required for staff login.** Staff access, allows viewing the
+ catalogue in staff client
+
+ - **Important**
+
+ Must be given to all staff members to allow them to login
+ to the staff client
+
+- parameters
+
+ - Manage Koha system systems (Administration panel)
+
+ - This section can be expanded (`Learn
+ more <#parameterpermissions>`__)
+
+- borrowers
+
+ - Add or modify patrons
+
+- permissions
+
+ - Set user permissions
+
+- reserveforothers
+
+ - Place and modify holds for patrons
+
+ - This section can be expanded (`Learn
+ more <#reservepermissions>`__)
+
+- editcatalogue
+
+ - Edit Catalog (Modify bibliographic/holdings data)
+
+ - This section can be expanded (`Learn more <#catpermissions>`__)
+
+- updatecharges
+
+ - Manage patrons fines and fees
+
+ - This section can be expanded (`Learn
+ more <#updatechargespermissions>`__)
+
+- acquisition
+
+ - Acquisition and/or suggestion management
+
+ - This section can be expanded (`Learn more <#acqpermissions>`__)
+
+- management
+
+ - Set library management params (deprecated)
+
+ - **Important**
+
+ This permission level no longer controls anything.
+
+- tools
+
+ - Use all tools
+
+ - This section can be expanded (`Learn more <#toolspermissions>`__)
+
+- editauthorities
+
+ - Edit Authorities
+
+- serials
+
+ - Manage serial subscriptions
+
+ - This section can be expanded (`Learn more <#serpermissions>`__)
+
+- reports
+
+ - Allow access to the reports module
+
+ - Reports found on the Circulation page are not controlled by this
+ permission
+
+ - This section can be expanded (`Learn more <#reportpermissions>`__)
+
+- staffaccess
+
+ - Allow staff members to modify permissions for other staff members
+
+ - **Important**
+
+ Requires the borrowers permission above
+
+- plugins
+
+ - Koha plugins
+
+ - This section can be expanded (`Learn more <#pluginpermissions>`__)
+
+- lists
+
+ - Koha Lists
+
+ - **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.
+
+ - This section can be expanded (`Learn more <#listspermissions>`__)
+
+`Granular Circulate Permissions <#circpermissions>`__
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+If the staff member has 'circulate' permissions they have the ability to
+perform all of these actions. If you would like to control circulation
+permissions on a more granular level choose from these options:
+
+- circulate\_remaining\_permissions
+
+ - Remaining circulation permissions
+
+ - All circulation rights except those covered by permissions listed
+ below
+
+- force\_checkout
+
+ - Force checkout if a limitation exists
+
+ - With this permission a librarian will be allowed to override a
+ check out restriction in the following cases:
+
+ - age restriction
+
+ - the item is issued to another patron
+
+ - the item is not for loan
+
+ - the patron has overdue items
+
+ - the item is lost
+
+ - the item is a high demand item
+
+ - the item is on hold
+
+- manage\_restrictions
+
+ - Manage restrictions for accounts
+
+ - Grants permission to the staff member to lift a restriction that
+ might be on the patron's record
+
+- overdues\_report
+
+ - Execute overdue items report
+
+ - The permission to run the overdues reports found under Circulation
+
+- override\_renewals
+
+ - Override blocked renewals
+
+ - Requires that the staff member also has
+ circulate\_remaining\_permissions
+
+`Granular Parameters Permissions <#parameterpermissions>`__
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+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\_circ\_rules
+
+ - Manage circulation rules
+
+ - The ability to access the `Circulation and fines
+ rules <#circfinerules>`__ in the administration area
+
+- parameters\_remaining\_permissions
+
+ - Remaining system parameters permissions
+
+ - The ability to access all areas in Administration (other than the
+ Circulation and fine rules)
+
+`Granular Holds Permissions <#reservepermissions>`__
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+If the staff member has 'reserveforothers' permissions they have the
+ability to perform all of these actions. If you would like to control
+holds permissions on a more granular level choose from these options:
+
+- modify\_holds\_priority
+
+ - Modify holds priority
+
+ - Allow staff members to alter the holds priority (moving patrons up
+ and down the queue)
+
+- place\_holds
+
+ - Place holds for patrons
+
+`Granular Cataloging Permissions <#catpermissions>`__
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+If the staff member has 'editcatalogue' permissions they have the
+ability to perform all of these actions. If you would like to control
+cataloging permissions on a more granular level choose from these
+options:
+
+- delete\_all\_items
+
+ - Delete all items at once
+
+ - Ability to use the 'Delete all items' option found under the
+ 'Edit' menu in cataloging
+
+- edit\_catalogue
+
+ - Edit catalog (Modify bibliographic/holdings data)
+
+ - Ability to access all cataloging functions via the
+ `Cataloging <#cataloging>`__ page
+
+- edit\_items
+
+ - Edit items
+
+ - Ability to make `edits to item/holdings
+ records <#editingitems>`__, but not bibliographic records
+
+- edit\_items\_restricted
+
+ - Limit item modification to subfields defined in the
+ `SubfieldsToAllowForRestrictedEditing <#SubfieldsToAllowForRestrictedEditing>`__
+ preference
+
+ - **Note**
+
+ Please note that edit\_items permission is still required
+
+- fast\_cataloging
+
+ - Fast cataloging
+
+ - The ability to catalog using only the `Fast Add
+ Framework <#fastaddcat>`__ found on the
+ `Circulation <#circulation>`__ page
+
+`Granular Fines and Charges Permissions <#updatechargespermissions>`__
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+If a staff member has 'updatecharges' permission they have the ability
+to perform all of these actions. If you would like to control fines and
+charges permissions on a more granular level choose from these options:
+
+- remaining\_permissions
+
+ - Remaining permissions for managing fines and fees other than the
+ ability to write off charges
+
+- writeoff
+
+ - Write off fines and fees
+
+`Granular Acquisitions Permissions <#acqpermissions>`__
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+If the staff member has 'acquisition' permissions they have the ability
+to perform all of these actions. If you would like to control
+acquisitions permissions on a more granular level choose from these
+options:
+
+- budget\_add\_del
+
+ - Add and delete budgets (but can't modify budgets)
+
+- budget\_manage
+
+ - Manage budgets
+
+- budget\_manage\_all
+
+ - Manage all budgets
+
+ budget\_modify
+
+ - Modify budget (can't create lines, but can modify existing ones)
+
+- contracts\_manage
+
+ - Manage contracts
+
+- group\_manage
+
+ - Manage orders and basket groups
+
+- order\_manage
+
+ - Manage orders and baskets
+
+- order\_manage\_all
+
+ - Manage all orders and baskets, regardless of restrictions on them
+
+- order\_receive
+
+ - Manage orders and baskets
+
+- period\_manage
+
+ - Manage periods
+
+- planning\_manage
+
+ - Manage budget planning
+
+- vendors\_manage
+
+ - Manage vendors
+
+`Granular Serials Permissions <#serpermissions>`__
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+If the staff member has 'serials' permissions they have the ability to
+perform all of these actions. If you would like to control serials
+permissions on a more granular level choose from these options:
+
+- check\_expiration
+
+ - Check the `expiration of a serial <#serialexpiration>`__
+
+- claim\_serials
+
+ - Claim missing serials via the `Claims section <#serialclaims>`__
+
+- create\_subscription
+
+ - Create `a new subscription <#newsubscription>`__
+
+- delete\_subscription
+
+ - Delete an existing subscription
+
+- edit\_subscription
+
+ - Edit an existing subscription
+
+ - This permission does not include the ability to delete or create a
+ subscription
+
+- receive\_serials
+
+ - Serials receiving
+
+ - Receive serials on existing subscriptions
+
+- renew\_subscription
+
+ - Renew a subscription
+
+- routing
+
+ - Routing
+
+ - Manage `routing lists <#routinglist>`__
+
+- superserials
+
+ - Manage subscriptions from any branch (only applies when
+ `IndependantBranches <#IndependentBranches>`__ is used)
+
+`Granular Tools Permissions <#toolspermissions>`__
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+If the staff member has 'tools' permissions they have the ability to
+access and use all items under the Tools menu. If you would like to
+control which tools staff members have access to on a more granular
+level choose from these options:
+
+- batch\_upload\_patron\_images
+
+ - Upload patron images in batch or one at a time
+
+ - Access to the `Image Upload Tool <#uploadpatronimages>`__
+
+- delete\_anonymize\_patrons
+
+ - Delete old borrowers and anonymize circulation/reading history
+ (deletes borrower reading history)
+
+ - Access to the `Anonymize Patron Tool <#anonpatrons>`__
+
+- edit\_calendar
+
+ - Define days when the library is closed
+
+ - Access to the `Calendar/Holidays Tool <#calholidays>`__
+
+- edit\_news
+
+ - Write news for the OPAC and staff interfaces
+
+ - Access to the `News Tool <#newstool>`__
+
+- edit\_notice\_status\_triggers
+
+ - Set notice/status triggers for overdue items
+
+ - Access to the `Overdue Notice Status/Triggers
+ Tool <#noticetriggers>`__
+
+- edit\_notices
+
+ - Define notices
+
+ - Access to the `Notices Tool <#notices>`__
+
+- export\_catalog
+
+ - Export bibliographic, authorities and holdings data
+
+ - Access to the `Export Data Tool <#exportbibs>`__
+
+- import\_patrons
+
+ - Import patron data
+
+ - Access to the `Import Patrons Tool <#patronimport>`__
+
+- inventory
+
+ - Perform inventory (stocktaking) of your catalog
+
+ - Access to the `Inventory Tool <#inventory>`__
+
+- items\_batchdel
+
+ - Perform batch deletion of items
+
+ - Access to the `Batch Item Deletion Tool <#batchdeleteitems>`__
+
+- items\_batchmod
+
+ - Perform batch modification of items
+
+ - Access to the `Batch Item Modification Tool <#batchmodifyitems>`__
+
+- items\_batchmod\_restricted
+
+ - Limit `batch item modification <#batchmodifyitems>`__ to subfields
+ defined in the
+ `SubfieldsToAllowForRestrictedBatchmod <#SubfieldsToAllowForRestrictedBatchmod>`__
+ preference
+
+ - **Note**
+
+ Please note that items\_batchmod permission is still required
+
+- label\_creator
+
+ - Create printable labels and barcodes from catalog and patron data
+
+ - Access to the `Label Creator <#labelcreator>`__ and `Quick Label
+ Creator <#quicklabelcreator>`__ Tools
+
+- manage\_csv\_profiles
+
+ - Manage CSV export profiles
+
+ - Access to the `CSV Profiles Tool <#csvprofiles>`__
+
+- manage\_staged\_marc
+
+ - Manage staged MARC records, including completing and reversing
+ imports
+
+ - Access to the `Manage Staged MARC Records Tool <#managestaged>`__
+
+- moderate\_comments
+
+ - Moderate patron comments
+
+ - Access to the `Comments Tool <#comments>`__
+
+- moderate\_tags
+
+ - Moderate patron tags
+
+ - Access to the `Tags Tool <#tagsmoderation>`__
+
+- records\_batchdel
+
+ - Perform batch deletion of records (bibliographic or authority)
+
+ - Access to the `Batch Record Deletion Tool <#batchrecorddelete>`__
+
+- rotating\_collections
+
+ - Manage rotating collections
+
+ - Access to the `Rotating Collections Tool <#rotatingcollections>`__
+
+- schedule\_tasks
+
+ - Schedule tasks to run
+
+ - Access to the `Task Scheduler Tool <#taskscheduler>`__
+
+- stage\_marc\_import
+
+ - Stage MARC records into the reservoir
+
+ - Access to the `Stage MARC Records Tool <#stagemarc>`__
+
+- upload\_general\_files
+
+ - Upload any file
+
+ - Access to upload files via the `Upload Tool <#uploadtool>`__
+
+- upload\_local\_cover\_images
+
+ - Upload local cover images
+
+ - Access to the `Upload Local Cover Image
+ Tool <#uploadlocalimages>`__ as well as permission to add and
+ delete local cover images from the bib detail page
+
+- upload\_manage
+
+ - Manage uploaded files
+
+ - Access to uploaded files via the `Upload Tool <#uploadtool>`__
+
+ **Note**
+
+ upload\_general\_files permission is required for this
+ permission
+
+- view\_system\_logs
+
+ - Browse the system logs
+
+ - Access to the `Log Viewer Tool <#logviewer>`__
+
+`Granular Reports Permissions <#reportpermissions>`__
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+If the staff member has 'reports' permissions they have the ability to
+perform all of these actions. If you would like to control reports
+permissions on a more granular level choose from these options:
+
+- create\_reports
+
+ - Create SQL Reports
+
+ - The ability to create and edit but not run SQL reports
+
+- execute\_reports
+
+ - Execute SQL Reports
+
+ - The ability to run but not create or edit SQL reports
+
+`Granular Plugins Permissions <#pluginpermissions>`__
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+If the staff member has 'plugins' permissions they have the ability to
+perform all of these actions. If you would like to control reports
+permissions on a more granular level choose from these options:
+
+- configure
+
+ - Configure plugins
+
+ - The ability to run the 'configure' section of a plugin if it has
+ one
+
+- manage
+
+ - Manage plugins
+
+ - The ability to install or uninstall plugins
+
+- report
+
+ - Use report plugins
+
+ - The ability to use report plugins
+
+- tool
+
+ - Use tool plugins
+
+ - The ability to use tool plugins
+
+`Granular Lists Permissions <#listspermissions>`__
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+All staff members have permission to access lists. This section only
+needs to be checked off if you want to give permission to a staff member
+to delete public lists that they have no created themselves.
+
+- delete\_public\_lists
+
+ - Delete public lists
+
+`Patron Information <#patroninformation>`__
+-------------------------------------------
+
+When viewing a patron record you have the option to view information
+from one of many tabs found on the left hand side of the record.
+
+- *Get there:* Patrons > Browse or search for patron > Click patron
+ name
+
+`Check Out <#patcheckout>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+For instruction on checking items out, view the `Checking
+Out <#checkingout>`__ 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
+checkouts'My checkouts
+
+`Details <#patrondetails>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+Staff members can access their own account details by clicking their
+username in the top right of the staff client and choosing 'My account'
+
+My account
+|image442|
+
+All patron information will appear on the Details tab. This includes all
+the contact information, notes, custom patron attributes, messaging
+preferences, etc entered when adding the patron.
+
+In the case of patrons who are marked as 'Child' or 'Professional' and
+their Guarantors additional information will appear on their record.
+
+- A child patron will list their Guarantor
+
+ Guarantor listed and linked from the child record
+ |image443|
+
+- On the Guarantor's record, all children and/or professionals will be
+ listed
+
+ Guarantees listed on the Guarantor's profile
+ |image444|
+
+`Circulation Summary <#patcircsummary>`__
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+Below the patron's information on the details screen is a tabbed display
+of the items they have checked out, overdue, and on hold.
+
+Checkout summary
+|image445|
+
+If they have family at the library staff can see what the other family
+members have checked out.
+
+Relative checkouts
+|image446|
+
+The Restrictions tab will show for all patrons. If the patron has no
+restrictions you will see that on the tab.
+
+Patron restrictions
+|image447|
+
+If the patron has restrictions on their account the tab will show the
+number and the description.
+
+Patron restrictions
+|image448|
+
+Using the 'Add manual restriction' button you can add a restriction to
+the patron record from here.
+
+Add restriction
+|image449|
+
+`Fines <#patronfines>`__
+~~~~~~~~~~~~~~~~~~~~~~~~
+
+The patron's complete accounting history will appear on the Fines tab.
+Contrary to its name, the Fines tab does not just show fine data, it
+also shows membership fees, rental fees, reserve fees and any other
+charge you may have for patrons.
+
+Patron Accounting Summary
+|image450|
+
+The table will show you the following columns:
+
+- Date: the date the charge/payment was posted
+
+ - In the case of fines this will be the last day that the fine was
+ accrued
+
+- Description: a description of the charges including the due date for
+ overdue items and a link to the item record where one is available
+
+- Note: any notes about this charge/payment
+
+ - If you're allowing patrons to pay fines via the OPAC with PayPal
+ (`EnablePayPalOpacPayments <#EnablePayPalOpacPayments>`__) you
+ will see a Note that says 'PayPal' for items paid this wayPayPal
+ Fines
+
+- Amount: the total amount of the payment or charge
+
+- Outstanding: the amount still due on charge
+
+- The ability to reverse 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
+hide all completed transaction and above that you can use the search box
+to find a specific charge or payment.
+
+`Charging Fines/Fees <#chargefines>`__
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+Most fees and fines will be charged automatically if the `fines cron
+job <#finescronjob>`__ is running:
+
+- Fines will be charged based on your `Circulation & Fines
+ Rules <#circfinerules>`__
+
+- Hold fees will be charged based on the rules you set in the `Patron
+ Types & Categories <#patcats>`__ administration area
+
+- Rental fees will be charged based on the settings in your `Item
+ Types <#itemtypeadmin>`__ administration area
+
+- Marking an item 'Lost' via the cataloging module will automatically
+ charge the patron the replacement cost for that item
+
+`Pay/Reverse Fines <#payfines>`__
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+Each line item can be paid in full (or written off) using the 'Pay
+Fines' tab.
+
+Paying Fines
+|image451|
+
+- Each line item can be paid in full, partially paid, or written off.
+
+- Pay a fine in full
+
+ - If you have a note about the payment please type that first then
+ move on
+
+ - 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
+
+ Pay fine
+ |image452|
+
+ - Click "Confirm"
+
+ - The fine will be removed from outstanding fines, and displayed as
+ fully paid.
+
+- Pay a partial fine
+
+ - 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
+
+ Pay partial fine
+ |image453|
+
+ - Click "Confirm"
+
+ - 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
+
+ - Enter the amount you are collecting from the patron in "Collect
+ from Patron." The sum of all fines is shown in "Total Amount
+ Outstanding"
+
+ Pay Amount
+ |image454|
+
+ - Click "Confirm"
+
+ - The fine totals will be updated with the payment applied to oldest
+ fines first.
+
+- Pay Selected fines
+
+ - Check the selection boxes next to the fines you wish to pay, click
+ "Pay Selected"
+
+ Select lines to pay
+ |image455|
+
+ - Enter an amount to pay towards the fines.
+
+ Pay Selected
+ |image456|
+
+ - Click "Confirm"
+
+ - The fine totals will be updated with the payment applied to the
+ oldest selected fines first.
+
+- Writeoff a single fine
+
+ - Click "Writeoff" next to the fine you wish to writeoff.
+
+ - The fine will be removed from outstanding fines, and displayed as
+ written off.
+
+- Writeoff All fines
+
+ - Click the "Writeoff All" button
+
+ - All fines will be removed from outstanding fines, and displayed as
+ written off.
+
+- If you accidentally mark and item as paid, you can reverse that line
+ item by clicking 'Reverse' to the right of the line
+
+ Reverse Link
+ |image457|
+
+ - Once clicked a new line item will be added to the account, showing
+ the payment as reversed
+
+ Reversed Payment
+ |image458|
+
+`Creating Manual Invoices <#manualinvoice>`__
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+For fees that are not automatically charged, librarians can create a
+manual invoice
+
+Create Manual Invoice
+|image459|
+
+- 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
+
+ - **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.
+
+- If the fee is associated with an item you can enter its barcode so
+ that the line item shows a link to that item
+
+- The description field is where you will enter the description of the
+ charge
+
+- In the amount field, do not enter currency symbols, only numbers and
+ decimals
+
+`Creating Manual Credits <#manualcredit>`__
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+Manual credits can be used to pay off parts of fines, or to forgive a
+fine amount.
+
+Create Manual Credit
+|image460|
+
+- First choose the type of credit you'd like to apply
+
+- If this credit is associated with an item you can enter that item's
+ barcode so that the line item links to the right item
+
+- The description field is where you will enter the description of the
+ credit
+
+- In the amount field, do not enter currency symbols, only numbers and
+ decimals
+
+`Printing Invoices <#printinglineitems>`__
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+To the right of each account line there is a print link. Clicking that
+link will print an invoice for the line item that includes the date and
+description of the line item along with the total outstanding on the
+account.
+
+Sample Invoice
+|image461|
+
+`Routing Lists <#patronroutingtab>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+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.
+
+Routing Lists
+|image462|
+
+On this tab you will be able to see and edit all of the routing lists
+that this patron is on.
+
+Patron's routing lists
+|image463|
+
+`Circulation History <#circhistory>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+The circulation history tab will appear if you have set the
+`intranetreadinghistory <#intranetreadinghistory>`__ preference to allow
+it to appear. If you have the `OPACPrivacy <#OPACPrivacy>`__ system
+preference set to 'Allow' and the patron has decided that the library
+cannot keep this information this tab will only show currently checked
+out items.
+
+Patron Circulation History
+|image464|
+
+If you would like to export a list of barcodes for the items checked in
+today you can find that option under the More menu on the top right of
+the page.
+
+Export today's checkins
+|image465|
+
+This will generate a text file with one barcode per line.
+
+`Modification Log <#patmodlog>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+If you have set your `BorrowersLog <#BorrowersLog>`__ to track changes
+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 `IssueLog <#IssueLog>`__ and `ReturnLog <#ReturnLog>`__
+you will see checkins and outs on this screen as well.
+
+Changes to Patron
+|image466|
+
+- The Librarian field shows the patron number for the librarian who
+ made the changes
+
+- The module lists 'MEMBERS' for the patron module
+
+- The action will tell you what action was being logged
+
+- The Object field lists the borrowernumber that is being modified (in
+ the example above, it was my changing my own record)
+
+`Notices <#patnotices>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~
+
+The `patron's messaging preferences <#setpatronmessaging>`__ are set
+when `adding <#addnewpatron>`__ or `editing <#editpatrons>`__ the
+patron. This tab will show the messages that have been sent and those
+that are queued to be sent:
+
+Patron Notices Tab
+|image467|
+
+Clicking on the message title will expand the view to show you the full
+text of the message that was sent.
+
+Full message text
+|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
+found under the status.
+
+Resend notice
+|image469|
+
+`Statistics <#patronstatstab>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+Depending on what you set for the values of your
+`StatisticsFields <#StatisticsFields>`__ system preference, you can see
+statistics for one patron's circulation actions.
+
+Patron's Statistics
+|image470|
+
+`Files <#patronfiles>`__
+~~~~~~~~~~~~~~~~~~~~~~~~
+
+If you set the `EnableBorrowerFiles <#EnableBorrowerFiles>`__ preference
+to 'Do' the Files tab will be visible on the patron information page.
+
+Patron Files Tab
+|image471|
+
+From here you can upload files to attach to the patron record.
+
+Upload patron files
+|image472|
+
+All files that are uploaded will appear above a form where additional
+files can be uploaded from.
+
+List of files on the patron record
+|image473|
+
+`Purchase Suggestions <#patronsuggestions>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+If the patron has made any purchase suggestions you will see a purchase
+suggestions tab on the patron record.Patron purchase suggestions
+
+From here you can see all suggestions made by the patron and their
+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 `Purchase suggestions <#purchasesuggest>`__ in the
+`Acquisitions <#acqmodule>`__ chapter of this manual.
+
+`Patron discharges <#patrondischarge>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+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
+patron record you need to set the `useDischarge <#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).
+
+ **Note**
+
+ Academic libraries often require that you have a clear record at the
+ library before you can graduate.
+
+Patrons can `request discharges via the OPAC <#opacdischarge>`__. Any
+pending discharges will be listed below the menu buttons on the main
+staff client pagePending discharges
+
+Clicking the pending requests will open a screen where you can allow
+those dischargesPending discharges
+
+To generate a discharge for a specific patron click the 'Discharge' tab
+on the left of the patron recordDischarge
+
+If the patron can have a discharge generated then it will have a button
+that says 'Generate discharge'
+
+Generate discharge
+|image474|
+
+If not then you'll see an error explaining why you can't discharge the
+patron.
+
+Cannot discharge
+|image475|
+
+Once the letter is generated you will have a PDF to download
+
+Discharge letter
+|image476|
+
+ **Note**
+
+ You can style the PDF using the `NoticeCSS <#NoticeCSS>`__
+ preference.
+
+The patron will have a restriction added to their accountDischarge
+restriction
+
+And a history of discharges will be added to the 'Discharge'
+tabDischarge history
+
+`Patron Search <#patronsearch>`__
+---------------------------------
+
+Clicking on the link to the Patron module will bring you to a
+search/browse screen for patrons. From here you can search for a patron
+by any part of their name or their card number.
+
+Patron Search
+|image477|
+
+Clicking the small plus sign [+] to the right of the search box will
+open up an advanced patron search with more filters including the
+ability to limit to a specific category and/or library.
+
+Expanded patron search
+|image478|
+
+You can also filter your patron results using the search options on the
+left hand side of the page.Patron search filters
+
+Depending on what you have chosen for the 'Search fields' you can search
+for patrons in various different ways.
+
+Patron Search Fields
+|image479|
+
+- Standard:
+
+ - Enter any part of their name, username, email address or barcode
+
+- Email:
+
+ - Enter any part of their email address and choose 'Contains'
+ instead of 'Starts with'
+
+- Borrower number:
+
+ - Enter the Koha borrower number
+
+- Phone number:
+
+ - Enter the phone number exactly as it is in the system or by using
+ spaces between each batch of numbers.
+
+ - Example: To find (212) 555-1212 you can search for it exactly as
+ it was entered or by searching for 212 555 1212
+
+- Street address:
+
+ - Enter any part of the patron's address (includes all address
+ fields) and choose 'Contains' instead of 'Starts with' to find the
+ string anywhere in the address
+
+- Date of birth
+
+ - Birth dates should be entered using the format set forth in the
+ `dateformat <#dateformat>`__ preference.
+
+- Sort field 1
+
+ - This is a custom field that libraries can use for any type of data
+ about the patron.
+
+- Sort field 2
+
+ - This is a custom field that libraries can use for any type of data
+ about the patron.
+
+You can also choose to either search for fields that start with the
+string you entered or contain the string. Choosing 'Contains' will work
+like a wildcard search.
+
+Contains or Starts with Search
+|image480|
+
+You can also browse through the patron records by clicking on the linked
+letters across the top.
+
+Patron Browse
+|image481|
--- /dev/null
+.. include:: images.rst
+
+Tools
+=====
+
+Tools in Koha all perform some sort of action. Often many of the items
+listed under Tools in Koha are referred to as 'Reports' in other library
+management systems.
+
+- *Get there:* More > Tools
+
+`Patrons and Circulation <#patrontools>`__
+------------------------------------------
+
+`Patron lists <#patronlists>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+- *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 `batch patron modification tool <#batchpatronmod>`__ or
+reporting.
+
+Patron lists
+|image245|
+
+To create a new list of patrons click the 'New patron list' button
+
+New patron list
+|image246|
+
+Enter a list name and save the list.
+
+Empty patron list
+|image247|
+
+Each list has an 'Actions' menu with more list options.Patron list
+actions
+
+To add patrons to the list click the 'Add patrons' link in the 'Actions'
+menu.
+
+Add patron to a list
+|image248|
+
+Enter the patron's name or cardnumber in the search box and click on the
+right result to add the patron.
+
+Patrons to add
+|image249|
+
+Once you have all of the patrons you would like to add you can click the
+'Add patrons' button to save them to the list.
+
+List of patrons
+|image250|
+
+`Comments <#comments>`__
+~~~~~~~~~~~~~~~~~~~~~~~~
+
+- *Get there:* More > Tools > Patrons and Circulation > Comments
+
+All comments added by patrons via the OPAC to bibliographic records
+require moderation by the librarians. If there are comments awaiting
+moderation they will be listed on the main page of the staff client
+below the module list:
+
+Comments pending approval
+|image251|
+
+and next to the Comments tool on the Tools ModuleComment count on Tools
+
+To moderate comments click on the notification on the main dashboard or
+go directly to the Comments Tool and click 'Approve' or 'Delete' to the
+right of the comments awaiting moderation.
+
+Comment awaiting moderation
+|image252|
+
+If there are no comments to moderate you will see a message saying just
+that
+
+No comments to moderate
+|image253|
+
+You can also review and unapprove comments you have approved in the past
+by choosing the 'Approved comments' tab
+
+Approved comments
+|image254|
+
+`Patron Import <#patronimport>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+- *Get there:* More > Tools > Patrons and Circulation > Import Patrons
+
+The patron import tool can be used at any time to add patrons in bulk.
+It is commonly used in universities and schools when a new batch of
+students registers.
+
+`Creating Patron File <#createpatronfile>`__
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+Your Koha installation comes with a blank CSV file that you can use as a
+template for your patron records. If you would like to create the file
+yourself, make sure that your file has the following fields in this
+order as the header row:
+
+cardnumber, surname, firstname, title, othernames, initials,
+streetnumber, streettype, address, address2, city, state, zipcode,
+country, email, phone, mobile, fax, emailpro, phonepro, B\_streetnumber,
+B\_streettype, B\_address, B\_address2, B\_city, B\_state, B\_zipcode,
+B\_country, B\_email, B\_phone, dateofbirth, branchcode, categorycode,
+dateenrolled, dateexpiry, gonenoaddress, lost, debarred,
+debarredcomment, contactname, contactfirstname, contacttitle,
+guarantorid, borrowernotes, relationship, ethnicity, ethnotes, sex,
+password, flags, userid, opacnote, contactnote, sort1, sort2,
+altcontactfirstname, altcontactsurname, altcontactaddress1,
+altcontactaddress2, altcontactaddress3, altcontactstate,
+altcontactzipcode, altcontactcountry, altcontactphone, smsalertnumber,
+privacy, patron\_attributes
+
+ **Important**
+
+ The 'password' should be stored in plaintext, and will be converted
+ to a Bcrypt hash.
+
+ If your passwords are already encrypted, talk to your systems
+ administrator about options
+
+ **Important**
+
+ Date formats should match your `system preference <#dateformat>`__,
+ and must be zero-padded, e.g. '01/02/2008'.
+
+ **Important**
+
+ The fields 'branchcode', 'categorycode' and all fields you have
+ defined in the `BorrowerMandatoryField <#BorrowerMandatoryField>`__
+ preference are required and must match valid entries in your
+ database.
+
+ **Note**
+
+ If loading `patron attributes <#patronattributetypes>`__, the
+ 'patron\_attributes' field should contain a comma-separated list of
+ attribute types and values.
+
+ - The attribute type code and a colon should precede each value.
+
+ - For example: "INSTID:12345,BASEBALL:Cubs"
+
+ - This field must be wrapped in quotes if multiple values are
+ defined.
+
+ - Since values can contain spaces, additional doubled-quotes may
+ be required:
+
+ - "INSTID:12345,BASEBALL:Cubs,""BASEBALL:White Sox"""
+
+ - When replacing a patron record, any attributes specified in
+ the input file replace all of the attribute values of any type
+ that were previously assigned to the patron record.
+
+`Importing Patrons <#importpatrons>`__
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+Once you have created your file, you can use the Patron Import Tool to
+bring the data into Koha.
+
+- Choose your CSV file
+
+ Import Patron Form
+ |image255|
+
+- Choose to match on 'Cardnumber' or 'Username' to prevent adding of
+ duplicate card numbers to the system
+
+ Patron match options
+ |image256|
+
+- 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
+ 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
+ are duplicates.
+
+ If match found
+ |image257|
+
+ - A matching record is found using the field you chose for matching
+ criteria to prevent duplication
+
+ - If you included patron attributes in your file you can decide
+ whether to add your values to existing values or erase existing
+ values and enter only your new values.
+
+`Notices & Slips <#notices>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+- *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
+predefined templates that will appear when you first visit this tool.
+
+Notices & Slips Tool
+|image258|
+
+Each notice can be edited, but only a few can be deleted, this is to
+prevent system errors should a message try to send without a template.
+Each notice and slip can be edited on a per library basis, by default
+you will see the notices for all libraries.
+
+If you have a style you'd like applied to all slips you can point the
+`SlipCSS <#SlipCSS>`__ preference to a stylesheet. The same is true for
+notices, using the `NoticeCSS <#NoticeCSS>`__ preference to define a
+stylesheet.
+
+You will also want to review the `Notices & Slips Field
+Guide <#noticesfieldguide>`__ for more information on formatting these
+notices.
+
+`Adding Notices & Slips <#addnotices>`__
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+To add a new notice or slip
+
+- Click 'New Notice'
+
+ New Notice Form
+ |image259|
+
+- Choose which library this notice or slip is for
+
+ - **Important**
+
+ Not all notices can be branch specific for more information
+ review the `Notices & Slips Field
+ Guide <#noticesfieldguide>`__ in this manual.
+
+- Choose the module this notice is related to
+
+- The Code is limited to 20 characters
+
+ - **Important**
+
+ When working with the overdue notices you want each notice at
+ each branch to have a unique code. Think about using the
+ branch code in front of the notice code for each branch.
+
+- Use the name field to expand on your Code
+
+ - **Note**
+
+ With overdue notices, be sure to put your branch name in the
+ description as well so that it will be visible when setting up
+ your `triggers <#noticetriggers>`__.
+
+- Next you can customize the notice for every possible delivery method
+
+ - Every notice should have an Email template set for itNew Email
+ notice
+
+ - If you're using the
+ `TalkingTechItivaPhoneNotification <#TalkingTechItivaPhoneNotification>`__
+ service you can set up a Phone notificationNew Phone notice
+
+ - If you plan on printing this notice you can set the Print template
+ nextNew Print notice
+
+ - If you have enabled SMS notices with the
+ `SMSSendDriver <#SMSSendDriver>`__ preference you can set the text
+ for your SMS notices nextNew SMS notice
+
+- 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
+ text
+
+ - 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
+ best, use the fields on the left hand side to enter individualized
+ data from the from database.
+
+ - **Note**
+
+ Review the `Notices & Slip Field
+ Guide <#noticesfieldguide>`__ for info on what fields can
+ be used here.
+
+ - **Important**
+
+ Overdue notices can use <<items.content>> tags by
+ themselves, or use <item></item> to span all of the tags.
+ Learn more about the `Overdue Notice
+ Markup <#noticemarkup>`__
+
+ - On overdue notices make sure to use <<items.content>>
+ tags to print out the data related to all items that are
+ overdue.
+
+ - 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
+ <item></item> tag option is:
+
+ <item>"<<biblio.title>>" by <<biblio.author>>,
+ <<items.itemcallnumber>>, Barcode: <<items.barcode>> ,
+ Checkout date: <<issues.issuedate>>, Due date:
+ <<issues.date\_due>> Fine: <<items.fine>> Due date:
+ <<issues.date\_due>> </item>
+
+ - **Important**
+
+ Only the overdue notices take advantage of the
+ <item></item> tags, all other notices referencing items
+ need to use <<items.content>>
+
+ - **Note**
+
+ To add today's date you can use the <<today>> syntax
+
+ - **Note**
+
+ If you don't want to print the patron's full name on your
+ slips or notice you can enter data in the Other name or
+ Initials field for each patron and use that value instead.
+
+`Overdue Notice Markup <#noticemarkup>`__
+'''''''''''''''''''''''''''''''''''''''''
+
+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 `Notices & Slips Field Guide <#noticesfieldguide>`__
+for information on formatting item information in these notices.
+
+ **Important**
+
+ These new tags only work on the overdue notices, not other
+ circulation related notices at this time.
+
+These tags are <item> and </item> which should enclose all fields from
+the biblio, biblioitems, and items tables.
+
+An example of using these tags in a notice template might be like:
+
+::
+
+ The following item(s) is/are currently overdue:
+
+ <item>"<<biblio.title>>" by <<biblio.author>>, <<items.itemcallnumber>>, Barcode: <<items.barcode>> Fine: <<items.fine>></item>
+
+Which, assuming two items were overdue, would result in a notice like:
+
+::
+
+ The following item(s) is/are currently overdue:
+
+ "A Short History of Western Civilization" by Harrison, John B, 909.09821 H2451, Barcode: 08030003 Fine: 3.50
+ "History of Western Civilization" by Hayes, Carlton Joseph Huntley, 909.09821 H3261 v.1, Barcode: 08030004 Fine: 3.50
+
+`Existing Notices & Slips <#existingnotices>`__
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+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
+`NoticeCSS <#NoticeCSS>`__ preference to define a stylesheet. You will
+also want to review the `Notices & Slips Field
+Guide <#noticesfieldguide>`__ for information on formatting item
+information in these notices. Here are some of what those notices do:
+
+- ACCTDETAILS
+
+ - Sent to patrons when their account is set up if the
+ `AutoEmailOPACUser <#AutoEmailOPACUser>`__ preference is set to
+ 'Send'
+
+- ACQCLAIM (Acquisition Claim)
+
+ - Used in the claim acquisition module
+
+ - *Get there:* More > Acquisitions > Late issues
+
+- CHECKIN
+
+ - This notice is sent as the 'Check in' notice for all items that
+ are checked in
+
+ - This notice is used if two criteria are met:
+
+ 1. The
+ `EnhancedMessagingPreferences <#EnhancedMessagingPreferences>`__
+ is set to 'Allow'
+
+ 2. The patron has requested to receive this notice
+
+ - *Get there:*\ OPAC > Login > my messaging
+
+ - *Get there:*\ Staff Client > Patron Record >
+ `Notices <#patnotices>`__
+
+- CHECKOUT
+
+ - This notice is sent as the 'Check out' notice for all items that
+ are checked out
+
+ - This notice is used if two criteria are met:
+
+ 1. The
+ `EnhancedMessagingPreferences <#EnhancedMessagingPreferences>`__
+ is set to 'Allow'
+
+ 2. The patron has requested to receive this notice
+
+ - *Get there:*\ OPAC > Login > my messaging
+
+ - *Get there:*\ Staff Client > Patron Record >
+ `Notices <#patnotices>`__
+
+- DUE
+
+ - This notice is sent as the 'Item due' for an item is due
+
+ - This notice is used if two criteria are met:
+
+ 1. The
+ `EnhancedMessagingPreferences <#EnhancedMessagingPreferences>`__
+ is set to 'Allow'
+
+ 2. The patron has requested to receive this notice
+
+ - *Get there:*\ OPAC > Login > my messaging
+
+ - *Get there:*\ Staff Client > Patron Record >
+ `Notices <#patnotices>`__
+
+- DUEDGST
+
+ - This notice is sent as the 'Item due' for all items that are due
+
+ - This notice is used if two criteria are met:
+
+ 1. The
+ `EnhancedMessagingPreferences <#EnhancedMessagingPreferences>`__
+ is set to 'Allow'
+
+ 2. The patron has requested to receive this notice as a digest
+
+ - *Get there:*\ OPAC > Login > my messaging
+
+ - *Get there:*\ Staff Client > Patron Record >
+ `Notices <#patnotices>`__
+
+- HOLD (Hold Available for Pickup)
+
+ - This notice is used if two criteria are met:
+
+ 1. The
+ `EnhancedMessagingPreferences <#EnhancedMessagingPreferences>`__
+ is set to 'Allow'
+
+ 2. The patron has requested to receive this notice
+
+ - *Get there:*\ OPAC > Login > my messaging
+
+ - *Get there:*\ Staff Client > Patron Record >
+ `Notices <#patnotices>`__
+
+ - When this notice references the branches table it is referring to
+ the pickup branch information.
+
+- HOLDPLACED (a notice to the library staff that a hold has been
+ placed)
+
+ - This notice requires the
+ `emailLibrarianWhenHoldIsPlaced <#emailLibrarianWhenHoldIsPlaced>`__
+ system preference to be set to 'Enable'
+
+ - When this notice references the branches table it is referring to
+ the pickup branch information.
+
+- MEMBERSHIP\_EXPIRY
+
+ - This notice can be sent to patrons to warn them that their cards
+ are expiring soon.
+
+ - Requires that you have the
+ `MembershipExpiryDaysNotice <#MembershipExpiryDaysNotice>`__ set
+ and the `related cron job <#patronexpirycron>`__ set.
+
+- ODUE (Overdue Notice)
+
+ - This notice is used to send Overdue Notices to Patrons
+
+ - See a `Sample Overdue Notice <#samplenotice>`__
+
+ - Requires that you set `Overdue Notice/Status
+ Triggers <#noticetriggers>`__
+
+- PREDUE
+
+ - This notice is sent as the 'Advanced notice' for an item is due
+
+ - This notice is used if two criteria are met:
+
+ 1. The
+ `EnhancedMessagingPreferences <#EnhancedMessagingPreferences>`__
+ is set to 'Allow'
+
+ 2. The patron has requested to receive this notice
+
+ - *Get there:*\ OPAC > Login > my messaging
+
+ - *Get there:*\ Staff Client > Patron Record >
+ `Notices <#patnotices>`__
+
+- PREDUEDGST
+
+ - This notice is sent as the 'Advanced notice' for all items that
+ are due
+
+ - This notice is used if two criteria are met:
+
+ 1. The
+ `EnhancedMessagingPreferences <#EnhancedMessagingPreferences>`__
+ is set to 'Allow'
+
+ 2. The patron has requested to receive this notice as a digest
+
+ - *Get there:*\ OPAC > Login > my messaging
+
+ - *Get there:*\ Staff Client > Patron Record >
+ `Notices <#patnotices>`__
+
+- RENEWAL
+
+ - This notice is sent as the 'Check out' notice for all items that
+ are renewed
+
+ - This notice is used if three criteria are met:
+
+ 1. The
+ `EnhancedMessagingPreferences <#EnhancedMessagingPreferences>`__
+ is set to 'Allow'
+
+ 2. The `RenewalSendNotice <#RenewalSendNotice>`__ preference is
+ set to 'Send'
+
+ 3. The patron has requested to receive the checkout notice
+
+ - *Get there:*\ OPAC > Login > my messaging
+
+ - *Get there:*\ Staff Client > Patron Record >
+ `Notices <#patnotices>`__
+
+- RLIST (Routing List)
+
+ - Used in the serials module to notify patrons/staff of new issues
+ of a serial
+
+ - *Get there:* More > Serials > `New
+ Subscription <#newsubscription>`__
+
+ - You have the option to select the 'Routing List' notice when
+ creating a new subscription (Choose from the 'Patron notification'
+ drop down).
+
+ - **Note**
+
+ Notice also that if you'd like to notify patrons of new serial
+ issues, you can click on 'define a notice' which will take you
+ to the 'Notices' tool
+
+- SHARE\_ACCEPT
+
+ - Used to notify a patron when another patron has accepted their
+ shared list.
+
+ - Requires that you set
+ `OpacAllowSharingPrivateLists <#OpacAllowSharingPrivateLists>`__
+ to 'Allow'
+
+- SHARE\_INVITE
+
+ - Used to notify a patron that another patron would like to share a
+ list with them.
+
+ - Requires that you set
+ `OpacAllowSharingPrivateLists <#OpacAllowSharingPrivateLists>`__
+ to 'Allow'
+
+- TO\_PROCESS
+
+ - Used to notify a staff member if a purchase suggestion has been
+ moved to the fund they manage
+
+ - Requires the
+ `notice\_unprocessed\_suggestions <#emailsuggestfund>`__ cron job
+
+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
+`SlipCSS <#SlipCSS>`__ preference to define a stylesheet. Here is what
+those slips are used for:
+
+- ISSUEQSLIP
+
+ - Used to print the quick slip in circulation
+
+ - The quick slip only includes items that were checked out today
+
+- ISSUESLIP
+
+ - Used to print a full slip in circulation
+
+ - The slip or receipt will show items checked out today as well as
+ items that are still checked out
+
+- HOLD\_SLIP
+
+ - Used to print a holds slip
+
+ - The holds slip is generated when a hold is confirmed
+
+- TRANSFERSLIP
+
+ - Used to print a transfer slip
+
+ - The transfer slip is printed when you confirm a transfer from one
+ branch to another in your system
+
+`Overdue Notice/Status Triggers <#noticetriggers>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+- *Get there:* More > Tools > Patrons and Circulation > Overdue
+ Notice/Status Triggers
+
+In order to send the overdue notices that you defined using the
+`Notices <#notices>`__ tool, you need to first set the triggers to have
+these messages.
+
+ **Important**
+
+ In order to have overdue notices sent to your patrons, you need to
+ `set that patron category <#addingpatroncat>`__ to require overdue
+ notices.
+
+ **Important**
+
+ Depending on the value of your
+ `OverdueNoticeCalendar <#OverdueNoticeCalendar>`__ preference the
+ delay may or may not include days the library is closed based on the
+ `holiday calendar <#calholidays>`__.
+
+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
+
+Overdue Notice/Status Triggers Tool
+|image260|
+
+- Delay is the number of days after an issue is due before an action is
+ triggered.
+
+ - **Important**
+
+ If you want Koha to trigger an action (send a letter or
+ restrict member), a delay value is required.
+
+- To send additional notices, click on the tabs for 'Second' and
+ 'Third' notice
+
+- If you would like to prevent a patron from checking items out because
+ of their overdue items, check the 'Restrict' box, this will put a
+ notice on the patron's record at checkout informing the librarian
+ that the patron cannot check out due to overdue items.
+
+ - If you choose to restrict a patron in this way you can also have
+ Koha automatically remove that restriction with the
+ `AutoRemoveOverduesRestrictions <#AutoRemoveOverduesRestrictions>`__
+ preference.
+
+- Next you can choose the delivery method for the overdue notice. You
+ can choose from Email, Phone (if you are using the `iTiva Talking
+ Tech service <#TalkingTechItivaPhoneNotification>`__), Print and SMS
+ (if you have set your `SMSSendDriver <#SMSSendDriver>`__).
+
+ - **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 <#patroncardcreator>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+- *Get there:* More > Tools > Patron Card Creator
+
+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:
+
+- Customize patron card layouts with text retrieved from the Koha
+ patron data
+
+- Design custom card templates for printed patron cards (to match the
+ label sheets)
+
+- Build and manage batches of patron cards to print
+
+- Export (as PDF) single or multiple batches to print
+
+- Export (as PDF) single or multiple patron cards from within a batch
+
+`Layouts <#cardlayouts>`__
+^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+- *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.
+
+ **Note**
+
+ Up to three lines of text, the patron's number in barcode
+ representation and up to two images can be printed on to the card.
+
+`Add a Layout <#addcardlayout>`__
+'''''''''''''''''''''''''''''''''
+
+If you have no layouts defined, you will add a new layout by clicking
+the 'New' button and choosing 'Layout'.New layout button
+
+You may also choose to press 'Manage layout' on the left side. Here you
+are offered a list of available layouts you can select for editing. But
+at the top of the page there is still the 'New layout' button.
+
+Add New Layout
+|image261|
+
+- The name you assign to the layout is for your benefit, name it
+ something that will be easy to identify at a later date
+
+- The Units pull down is used to define what measurement scale you're
+ going to be using for your layout.
+
+ Units of Measurement
+ |image262|
+
+ - **Note**
+
+ 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
+ card
+
+ - **Note**
+
+ You will need a layout for both the front and back of your
+ card if you have 2-sided library cards, this option doesn't
+ allow you to print two sided cards, just lets you track which
+ side of the card you're designing.
+
+- You have the option of adding up to 3 lines of text to your card.
+ Your text can be static text of your choosing and/or fields from the
+ patron record. If you want to print fields from the patron record you
+ want to put the field names in brackets like so - <firstname>
+
+ - **Note**
+
+ A full list of field names can be found in the database schema
+ at http://schema.koha-community.org
+
+- For each line of text, you can choose your font, font size and the
+ 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
+ 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.
+
+- Finally you can choose up to two images to print on the card.
+
+ - One can be the `patron image <#uploadpatronimages>`__ which you
+ can resize to meet your needs.
+
+ - The other image can be something like a library logo or symbol
+ that you uploaded using the '`Manage
+ Images <#managecardimages>`__' module of the Patron Card Creator
+ Tool.
+
+ **Important**
+
+ It is the designers responsibility to define textlines, barcode and
+ images such that overlap is avoided.
+
+After saving, your layouts will appear on the 'Manage layouts' page.
+
+Manage Layouts
+|image263|
+
+`Templates <#patrontemplate>`__
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+- *Get there:* More > Tools > Patron Card Creator > Manage > Card
+ templates
+
+A template describes the arrangement of labels on the label sheet/card
+stock you are using. This might be Avery 5160 for address labels,
+Gaylord 47-284 for spine labels or Avery 28371 for your patron cards,
+just to give a couple of examples. All of the information you will need
+for setting up a template may be on the packaging, and if not it can
+usually be found on the vendor's website or can be measured from a
+sample sheet.
+
+`Add a Template <#addcardtemplate>`__
+'''''''''''''''''''''''''''''''''''''
+
+To add a new template click on the 'New template' button at the top of
+your page which brings you to the Edit template form immediately. You
+may also choose to press 'Manage templates' on the left side. Here you
+are offered a list of available templates you can select for editing.
+But in the top of the page there is still the 'New template' button.
+
+New template button
+|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.
+
+Add Patron Card Template
+|image265|
+
+- Template ID is simply a system generated unique id
+
+- 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
+ about the template
+
+- The Units pull down is used to define what measurement scale you're
+ going to be using for the template.
+
+ Measurement Units
+ |image266|
+
+ - **Note**
+
+ 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)
+ may be on the packaging, and if not it can usually be found on the
+ vendor's website or can be measured from a sample sheet.
+
+- A profile is a set of "adjustments" applied to a given template just
+ prior to printing which compensates for anomalies unique and peculiar
+ to a given printer (to which the profile is assigned).
+
+ - Before defining a profile try printing some sample cards so that
+ you can take measurements to define a profile to perform the right
+ adjustments for your printer/template combination.
+
+ - After finding and documenting any anomalies in the printed
+ document, then you can `create a profile <#addcardprofile>`__ and
+ assign it to the template.
+
+ - **Important**
+
+ Do not specify a profile unless needed, i.e. do not click to
+ define a printer profile. It is not possible to remove a
+ profile from a template but you can switch to another profile.
+
+ - **Note**
+
+ If you are using different printers you may be required to
+ define several templates that are identical only different
+ profiles are specified.
+
+After saving, your templates will appear on the 'Manage templates' page.
+
+Manage Templates
+|image267|
+
+`Profiles <#patronprofile>`__
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+- *Get there:* More > Tools > Patron Card Creator > Manage > Profiles
+
+A profile is a set of "adjustments" applied to a given
+`template <#patrontemplate>`__ just prior to printing which compensates
+for anomalies unique and peculiar to a given printer. This means if you
+set a template up and then print a sample set of data and find that the
+items are not all aligned the same on each card, you need to set up a
+profile for each printer (or even different tray selections on the same
+printer) to make up for the differences in printing styles, such as the
+shifting of text to the left, right, top or bottom.
+
+If your cards are printing just the way you want, you will not need a
+profile.
+
+`Add a Profile <#addcardprofile>`__
+'''''''''''''''''''''''''''''''''''
+
+To add a new profile, you want to click on the 'Profiles' button at the
+top of your page and choose 'New Profile'
+
+New Profile Button
+|image268|
+
+To add a new profile, you want to click on the 'New profile' button at
+the top of your page. Using the form that appears you can define the
+values to correct the card misalignments on your label sheet. You may
+also choose 'Manage profiles' on the left side and select one of the
+currently available profiles for editing.
+
+Add Printer Profile
+|image269|
+
+- 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**
+
+ For example: if you want to use the Printer model number in
+ printer name you can, or you can call it 'the printer on my
+ desk'
+
+- Template will be filled in once you have chosen which template to
+ apply the profile to on the `template edit form <#addcardtemplate>`__
+
+- The Units pull down is used to define what measurement scale you're
+ going to be using for your profile.
+
+ Units of Measurement
+ |image270|
+
+ - **Note**
+
+ 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
+ vertically or horizontally. Creep describes a condition where the
+ distance between the labels changes across the page or up and down
+ the page
+
+ - For offset and creep values, negative numbers move the printed
+ information up and to the left on the printed sheet and positive
+ numbers move down and to the right
+
+ - Example: the text is printed 0 .25" from the left edge of the
+ first label, 0 .28" from the left edge of the second label and 0
+ .31" from the left edge of the third label. This means the
+ 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'
+page.
+
+Manage Profiles
+|image271|
+
+Once you have saved your new profile, you can return to the list of
+templates and choose to edit the template that this profile is for.
+
+`Batches <#patroncardbatches>`__
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+- *Get there:* More > Tools > Patron Card Creator > Manage > Card
+ batches
+
+A batch is a collection of patrons for whom you want to generate cards.
+
+`Add a Batch <#addcardbatch>`__
+'''''''''''''''''''''''''''''''
+
+To add a new batch, you want to click on the 'New batches' button at the
+top of your page. Choosing the menu item 'Manage batches' on the left a
+list of already defined batches is displayed. In this display you can
+either select a batch for editing or add a new batch.
+
+New Batch Button
+|image272|
+
+For a new batch a message pops up and directs you to select patrons to
+be processed in this batch.No items in batch
+
+After choosing the 'Add item(s)' button the Patron Search window pops
+up.Patron search
+
+From here you can search for patrons to add to your batch by any part of
+their name, their category and/or library. Entering \* in the search box
+will display all the patrons. Patron search results
+
+From the results you can add patrons to the batch by clicking the 'Add'
+button. After adding patrons from the results you can start over and
+perform another search or click 'Close' at the bottom of the screen to
+indicate that you are done. You will then be presented with your
+batch.Patron batch
+
+If you are satisfied with your batch you can proceed to export. If you
+want to correct or even delete that batch the buttons to do so can be
+found at the top of your screen. You can always come back here through
+the 'Manage > Card batches' button.
+
+If you would like to export all patron cards you can click 'Export card
+batch' otherwise you can choose specific patrons to print cards for by
+checking the box to the right of their names and then choose 'Export
+selected card(s)' at the top.
+
+The export menu will ask you to choose a template, a layout and starting
+position (where on the sheet should printing begin).
+
+ **Note**
+
+ For the starting position if the first 6 labels have already been
+ used on your sheet you can start printing on label in position 7 on
+ the sheet. The labels are numbered left to right from top to bottom.
+
+Export batch
+
+Once you click 'Export' you will be presented with a PDF of your labels
+for printingPDF Export
+
+When you open the PDF you will see the cards for printing
+
+Final cards
+|image273|
+
+The above image shows a layout that is made up of two textlines. The
+first one is just plain text, the second one is composed of the
+<firstname> <surname> fields. A patron image is printed (if available)
+and the barcode of patrons number is displayed in code 39. All this is
+printed on a template with three columns and 8 rows using position 1-3
+here. When printing this PDF please take care that your printer doesn't
+rescale the PDF (e.g do not fit to paper size) otherwise the printer
+will not be able to print to the right place per your templates.
+
+`Manage Images <#managecardimages>`__
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+- *Get there:* More > Tools > Patron Card Creator > Manage > Images
+
+Images uploaded using this tool will appear on the menu when creating
+`patron card layouts <#cardlayouts>`__. You are limited in how many
+images you can upload (not counting patron images) by the
+`ImageLimit <#ImageLimit>`__ system preference.
+
+ **Important**
+
+ Images must be under 500k in size.
+
+ **Note**
+
+ Pictures uploaded with this tool should be at least 300dpi which is
+ the minimum quality for a printable image.
+
+In the center of the screen is a simple upload form, simply browse for
+the file on your computer and give it a name you'll recognize later.
+
+Upload Images
+|image274|
+
+Once the file is uploaded you will be presented with a confirmation
+message.
+
+Image Uploaded
+|image275|
+
+And the image will be listed with all of your others on the right hand
+side of the page.
+
+Images
+|image276|
+
+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) <#anonpatrons>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+- *Get there:* More > Tools > Patrons and Circulation > Patrons
+ (anonymize, bulk-delete)
+
+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
+the patrons who checked the items out) or bulk delete patrons (remove
+them from the system completely).
+
+ **Important**
+
+ Patrons with outstanding fines or items checked out are not saved.
+ They are not completely removed from the system (they are only moved
+ to the delete\_borrowers table), but this tool does not provide as
+ many checks as one may desire.
+
+ **Important**
+
+ Before using this tool it is recommended that you backup your
+ database. Changes made here are permanent.
+
+ **Important**
+
+ The anonymization will fail quietly if
+ `AnonymousPatron <#AnonymousPatron>`__ preference does not contain a
+ valid value.
+
+Patron Anonymize/Bulk Delete Tool
+|image277|
+
+To either delete or anonymize patrons
+
+- 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
+
+- If deleting patrons you can also choose to find patrons who
+
+ - have not borrowed since a specific date
+
+ - have accounts that will expire before a specific date
+
+ - are in a specific `patron category <#patcats>`__
+
+ - are in a `patron list <#patronlists>`__
+
+- Click 'Next'
+
+- A confirmation will appear asking if you're sure this is what you
+ want to happen
+
+ Patron Anonymize/Bulk Delete Confirmation
+ |image278|
+
+- Clicking 'Finish' will delete or anonymize your data
+
+ Completed Process
+ |image279|
+
+`Batch patron modification <#batchpatronmod>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+- *Get there:* More > Tools > Patrons and Circulation > Batch patron
+ modification
+
+With this tool you can make edits to a batch of patron records. Simply
+load in a file of cardnumbers (one per line), choose from a `list of
+patrons <#patronlists>`__ or scan patron card numbers in to the box
+provided.
+
+Batch patron modification
+|image280|
+
+Once you have the file loaded or the barcodes scanned click 'Continue.'
+You will be presented with a list of the patrons and the changes you can
+make.
+
+Patrons to modify
+|image281|
+
+To the left of each text box there is a checkbox. Clicking that checkbox
+will clear our the field values.
+
+ **Important**
+
+ If the field is mandatory you will not be able to clear the value in
+ it.
+
+If you have multiple patron attributes you can change them all by using
+the plus (+) sign to the right of the text box. This will allow you to
+add another attribute value.
+
+Editing patron attributes
+|image282|
+
+Once you have made the changes you want, you can click 'Save' and Koha
+will present you with the changed patron records.
+
+`Tag Moderation <#tagsmoderation>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+- *Get there:* More > Tools > Patrons and Circulation > Tags
+
+Depending on your `tagging system preferences <#taggingprefs>`__,
+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
+awaiting moderation they will be listed on the main staff dashboard
+under the module labels:
+
+Tags pending approval
+|image283|
+
+To moderate the tags visit the Tags tool. When first visiting the tool,
+you will be presented with a list of tags that are pending approval or
+rejection by a librarian
+
+Tags pending moderation
+|image284|
+
+- To see all of the titles this tag was added to simply click on the
+ termTitles with a specific tag
+
+ - From this list of titles you can remove a tag without outright
+ rejecting it from being used in the future by clicking the 'Remove
+ tag' button to the right of the title.
+
+- To approve a tag, you can either click the 'Approve' button in line
+ with the term, or check all terms you want to approve and click
+ 'Approve' below the table.
+
+- To reject a tag, you can either click the 'Reject' button in line
+ with the term, or check all terms you want to approve and click
+ 'Reject' below the table.
+
+Once a tag has been approved or rejected it will be moved to the
+appropriate list of tags. A summary of all tags will appear on the right
+of the screen.
+
+Summary of tags
+|image285|
+
+Even though a tag is approved or rejected, it can still be moved to
+another list. When viewing approved tags each tag has the option to
+reject:
+
+Approved Tags
+|image286|
+
+To check terms against the approved and rejected lists (and possibly
+against `the dictionary <#TagsExternalDictionary>`__ you have assigned
+for tag moderation) simply enter the term into the search box on the
+bottom right of the screen to see the status of the term
+
+Sample Check list test search
+|image287|
+
+Finally you can find tags by using the filters on the left.
+
+Tag filters
+|image288|
+
+`Upload Patron Images <#uploadpatronimages>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+- *Get there:* More > Tools > Patrons and Circulation > Upload Patron
+ Images
+
+Patron images can be uploaded in bulk if you are `allowing patron
+images <#patronimages>`__ to be attached to patron records. These images
+can also be used when creating `patron cards <#patroncardcreator>`__.
+
+- Create a txt file and title it "DATALINK.TXT" or "IDLINK.TXT"
+
+- On each line in the text file enter the patron's card number followed
+ by comma (or tab) and then the image file name
+
+ Sample file and image
+ |image289|
+
+ - Make sure that your TXT file is a plain text document, not RTF.
+
+- Zip up the text file and the image files
+
+- Go to the Upload Patron Images Tool
+
+ Upload Image Tool for Single Image
+ |image290|
+
+- For a single image, simply point to the image file and enter the
+ patron card number
+
+- For multiple images, choose to upload a zip file
+
+- After uploading you will be presented with a confirmation
+
+ Image Upload Confirmation
+ |image291|
+
+ **Important**
+
+ There is a limit of 100K on the size of the picture uploaded and it
+ is recommended that the image be 200x300 pixels, but smaller images
+ will work as well.
+
+`Rotating Collections <#rotatingcollections>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+- *Get there:* More > Tools > Catalog > Rotating Collections
+
+Rotating Collections is a tool for managing collections of materials
+that frequently get shifted from library to library. It adds the ability
+to store not only an item's home library and current location but also
+information about where it is supposed to be transferred to next to
+ensure that all items in the collection are sent to the correct library.
+When an item in a rotating collection is checked in, library staff is
+notified that the item is part of a rotating collection and which branch
+it should be sent to if it is not at the correct one.
+
+ **Important**
+
+ The `AutomaticItemReturn <#AutomaticItemReturn>`__ system preference
+ must be set to "Don't automatically transfer items to their home
+ library when they are returned" for Rotating Collections to function
+ properly.
+
+- To create a new rotating collection, click the "New Collection"
+ button, fill in the Title and Description, and click Submit. Once
+ submitted you'll see "Collection Name added successfully"; click
+ "Return to rotating collections home" to return to the main Rotating
+ Collections management page (or click Rotating Collections in the
+ sidebar).
+
+- To add items to a collection, click "Add or remove items" next to the
+ collection's name in the list of collections. Under "Add or remove
+ items" scan or type in the barcode of the item you wish to add to the
+ collection, and hit Enter or click Submit if necessary.
+
+- To remove an item from a collection, either click Remove next to the
+ item's barcode in the list of items within the collection or check
+ the "Remove item from collection" box next to the Barcode text box
+ under "Add or remove items, and scan or type in the barcode, clicking
+ Submit or hitting Enter if necessary. Note: The "Remove item from
+ collection" checkbox will remain checked as long as you are on the
+ "Add or remove items" page, unless you uncheck it, to facilitate
+ quickly removing a number of items at a time by scanning their
+ barcodes.
+
+`Transfer a Rotating Collection <#transferrotatingcollection>`__
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+Transferring a collection will:
+
+- Change the current location of the items in that collection to the
+ library it is to be transferred to
+
+- Initiate a transfer from its original current location/holding
+ library to the current location/holding library it is to be rotated
+ to. When a library receives a collection they will need to check in
+ the items to complete the transfer.
+
+You can transfer a collection in one of two ways:
+
+- From the main Rotating Collections page, click on Transfer next to
+ the title of the collection you wish to transfer; choose the library
+ you wish to transfer the collection to and click "Transfer
+ collection".
+
+- Or, from the "add or remove items" page for a collection, you can
+ click the Transfer button, choose the library you wish to transfer
+ the collection to and click "Transfer Collection".
+
+ **Important**
+
+ In order to complete the transfer process, the library receiving the
+ rotating collection should check in all items from the collection as
+ they receive them. This will clear the transfer so that the items
+ are no longer shown as being "in transit".
+
+If an item in a rotating collection is checked in at a library other
+than the one it is supposed to be transferred to, a notification will
+appear notifying library staff that the item is part of a rotating
+collection, also letting them know where the item needs to be sent.
+
+Rotating Collection Item Notification
+|image292|
+
+`Catalog <#catalogtools>`__
+---------------------------
+
+`Batch item modification <#batchmodifyitems>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+- *Get there:* More > Tools > Catalog > Batch item modification
+
+This tool will allow you to modify a batch of item records in Koha.
+
+Batch Modification Tool
+|image293|
+
+From the tool you can choose to upload a file of barcodes or item ids,
+or you can scan items one by one into the box below the upload tool. You
+can also decide the items edited should be populated with the default
+values you have defined in your `default
+framework <#marcbibframeworks>`__.
+
+Once you have your file uploaded or the barcodes listed you can click
+'Continue.'
+
+Batch Modify Summary
+|image294|
+
+You will be presented with a summary of the items you want to modify.
+From here you can uncheck the items you don't want to modify before
+making changes in the form below. You can also hide columns you don't
+need to see to prevent having to scroll from left to right to see the
+entire item form.
+
+ **Note**
+
+ To uncheck all items thar are currently checked out you can click
+ the 'Clear on loan' link at the top of the form.
+
+Using the edit form you can choose which fields to make edits to. By
+checking the checkbox to the right of each field you can clear the
+values in that field for the records you are modifying.
+
+Choose fields you want to change in bulk
+|image295|
+
+Once you have made you changes you will be presented with the resulting
+items.
+
+Item results summary
+|image296|
+
+ **Note**
+
+ You can also edit items on one bib record in a batch by going to the
+ bib record and clicking Edit > Edit items in batch
+
+Edit items in a batch
+|image297|
+
+`Batch item deletion <#batchdeleteitems>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+- *Get there:* More > Tools > Catalog > Batch item deletion
+
+This tool will allow you to delete a batch of item records from Koha.
+
+From the tool you can choose to upload a file of barcodes or item ids,
+or you can scan items one by one into the box below the upload tool.
+
+Batch Deletion Tool
+|image298|
+
+Once you have your file uploaded or the barcodes scanned you can click
+'Continue.'
+
+You will be presented with a confirmation screen. From here you can
+uncheck the items you don't want to delete and decide if Koha should
+delete the bib record if the last item is being deleted before clicking
+'Delete selected items.' If you'd like you can delete the bibliogrphic
+record if you're deleting the last item by clicking the checkbox next to
+'Delete records if no items remain'.
+
+Confirm Deletion
+|image299|
+
+If your file (or list of scanned barcodes) has more than 1000 barcodes,
+Koha will be unable to present you with a list of the items. You will
+still be able to delete them, but not able to choose which items
+specifically to delete or delete the biblio records.
+
+More than 1000 records in the file
+|image300|
+
+If the items are checked out you will be presented with an error after
+clicking 'Delete selected items' and the items will not be deleted.
+
+Items not Deleted
+|image301|
+
+If the items can be deleted they will be and you will be presented with
+a confirmation of your deletion.
+
+Batch Deletion Confirmation
+|image302|
+
+`Batch record deletion <#batchrecorddelete>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+This tool will take a batch of record numbers for either bibliographic
+records or authority records and allow you to delete all those records
+and any items attached to them in a batch. Batch record deletion
+
+First you need to tell the tool if you're deleting bibliographic or
+authority records. Next you can load a file with biblionumbers or
+authids or enter a list of those numbers in the box provided. Once you
+submit the form you will be presented with a summary of the records you
+are trying to delete.Summary
+
+If a record you want to delete can't be deleted it will be highlighted.
+
+Check the records you want to delete and click the 'Delete selected
+records' button to finish the process.
+
+`Batch Record Modification <#batchrecordmod>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+- *Get there:* More > Tools > Catalog > Batch record modification
+
+This tool will allow you to edit batches of bibliographic and/or
+authority records using `MARC Modification
+Templates <#marcmodtemplates>`__. Before visiting this tool you will
+want to set up at least one MARC modification template.
+
+Batch record modification
+|image303|
+
+When you visit the tool it will ask you:
+
+- Choose whether you're editing bibliographic or authority records
+
+- Enter the biblionumbers or authids
+
+ - You can upload a file of these numbers or
+
+ - Enter the numbers (one per line) in the box provided
+
+- Finally choose the MARC Modification Template you'd like to use to
+ edit these records.
+
+Once you've entered your critera click 'Continue'Records to edit
+
+You will be presented with a list of records that will be edited. Next
+to each one is a checkbox so you can uncheck any items you would rather
+not edit at this time.
+
+Clicking Preview MARC will allow you to see what edits will be made when
+you finalize the edit.Modified MARC Preview
+
+Once you're sure everything is the way you want you can click the
+'Modify selected records' button and your records will be modified.
+
+`Automatic item modifications by age <#autoitemagemod>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+- *Get there:* More > Tools > Catalog > Automatic item modifications by
+ age
+
+This tool allows librarians to update item specific fields when an item
+reaches a certain age.
+
+ **Note**
+
+ Staff need the items\_batchmod permission to access this tool
+
+ **Important**
+
+ The settings in this tool will be acted upon by the `corresponding
+ cron job <#autoitemupdatecron>`__
+
+If you haven't created any rules you will see the option to 'Add rules'
+on the Tool page. Click this button to create rules.Automatic item
+modifications by age
+
+If you have rules already there will be a button that reads 'Edit
+rules'. To create a new rule click the 'Edit rules' button at the top of
+the page
+
+List of rules
+|image304|
+
+You will be brought to a page where you can edit exisitng rules or
+create a new rule
+
+Add/Edit rules
+|image305|
+
+In the form that appears you can set :
+
+- the age in days at which the item will update (Age)
+
+- what criteria is needed to trigger the update (Conditions)
+
+- what changes are made when the script runs (Substitutions)
+
+New rule
+|image306|
+
+Once you're done you can click the 'Add this rule' link and then add
+additional rules or you can click the 'Submit these rules' button to
+save your changes.
+
+List of rules
+|image307|
+
+`Export Data (MARC & Authorities) <#exportbibs>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+- *Get there:* More > Tools > Catalog > Export Data
+
+Koha comes with a tool that will allow you to export your bibliographic,
+holdings and/or authority data in bulk. This can be used to send your
+records to fellow libraries, organizations or services; or simply for
+backup purposes.
+
+`Export Bibliographic Records <#exportmarc>`__
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+At the top of the screen you need to pick what data you're exporting. If
+you're exporting bibliographic records with or without the holdings
+information you want to click the 'Export bibliographic records' tab.
+
+- Fill in the form in order to limit your export to a specific range
+ (all fields are optional)
+
+ Select Records to Export
+ |image308|
+
+ - Choose to limit your export by any one or more of the following
+ options
+
+ - Limit to a bib number range
+
+ - Limit to a specific item type
+
+ - **Important**
+
+ This limit will use the type you have defined in the
+ `item-level\_itypes <#item-level_itypes>`__ preference.
+ If you have the item-level\_itypes preference set to
+ 'specific item' and you have no items attached to a bib
+ record it will not be exported. To get all bib records
+ of a specific type you will need your item-level\_itypes
+ preference set to 'biblio record'.
+
+ - Limit to a specific library or group of libraries
+
+ - Limit to a call number range
+
+ - Limit to an acquisition date range
+
+ - If you'd like you can load a file of biblionumbers for the records
+ you would like to export
+
+ File of Records to Export
+ |image309|
+
+ - Next choose what to skip when exporting
+
+ Export options
+ |image310|
+
+ - By default items will be exported, if you would like to only
+ export bibliographic data, check the 'Don't export items' box
+
+ - To limit your export only to items from the library you're
+ logged in as (if you leave the 'Library' field set to 'All') or
+ to the library you selected above check the 'Remove non-local
+ items' box
+
+ - You can also choose what fields you don't want to export. This
+ can be handy if you're sharing your data, you can remove all
+ local fields before sending your data to another library
+
+ - Finally choose the file type and file name
+
+ File export format
+ |image311|
+
+ - Choose to export your data in marc or marcxml format
+
+ - Choose the name you want your file to save as
+
+ - Click 'Export bibliographic records'
+
+`Export Authority Records <#exportauthority>`__
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+At the top of the screen you need to pick what data you're exporting. If
+you're exporting authority records you want to click the 'Export
+authority records' tab.
+
+- Fill in the form in order to limit your export to a specific range or
+ type of authority record (all fields are optional)
+
+ Export authorities
+ |image312|
+
+- Or you can choose a file of authids to exportAuthorities file
+
+- Next choose fields that you would like to exclude from the export
+ separated by a space (no commas)
+
+ Authority export options
+ |image313|
+
+ - If you'd like to exclude all subfields of the 200 for example just
+ enter 200
+
+ - If you'd like to exclude a specific subfield enter it beside the
+ field value 100a will exclude just the subfield 'a' of the 100
+
+- Finally choose the file type and file name
+
+ Export format
+ |image314|
+
+ - Choose to export your data in marc or marcxml format
+
+ - Choose the name you want your file to save as
+
+- Click 'Export authority records'
+
+`Inventory/Stocktaking <#inventory>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+- *Get there:* More > Tools > Catalog > Inventory/Stocktaking
+
+Koha's Inventory Tool can be used in one of two ways, the first is by
+printing out a shelf list that you can then mark items off on, or by
+uploading a text files of barcodes gathered by a portable scanner.
+
+If you do not have the ability to use your barcode scanner on the floor
+of the library, the first option available to you is to generate a shelf
+list based on criteria you enter.
+
+Inventory & Stocktaking Tool
+|image315|
+
+Choose which library, shelving location, call number range, item status
+and when the item was last seen to generate a shelf list that you can
+then print to use while walking around the library checking your
+collection
+
+Shelf List
+|image316|
+
+Alternatively you can export the list to a CSV file for altering in an
+application on your desktop. Simply check the box next to 'Export to csv
+file' to generate this file.
+
+Once you have found the items on your shelves you can return to this
+list and check off the items you found to have the system update the
+last seen date to today.
+
+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. Once finished you can then upload the text file
+generated by the scanner to Koha
+
+Barcode Import for Inventory Tool
+|image317|
+
+Choose the text file and the date you want to mark all items as seen and
+then scroll to the very bottom and click 'Submit.'
+
+`Label Creator <#labelcreator>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+- *Get there:* More > Tools > Catalog > Label Creator
+
+The Label Creator allow you to use layouts and templates which you
+design to print a nearly unlimited variety of labels including barcodes.
+Here are some of the features of the Label Creator module:
+
+- Customize label layouts
+
+- Design custom label templates for printed labels
+
+- Build and manage batches of labels
+
+- Export single or multiple batches
+
+- Export single or multiple labels from within a batch
+
+- Export label data in one of three formats:
+
+ - PDF - Readable by any standard PDF reader, making labels printable
+ directly on a printer
+
+ - CSV - Export label data after your chosen layout is applied
+ allowing labels to be imported in to a variety of applications
+
+ - XML - Included as an alternate export format
+
+`Templates <#labeltemplates>`__
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+- *Get there:* More > Tools > Label Creator > Manage > Label templates
+
+A template is based on the label/card stock you are using. This might be
+Avery 5160 for address labels, Gaylord 47-284 for spine labels or Avery
+28371 for your patron cards, just to give a couple of examples. These
+labels will include all of the information you will need for setting up
+a Koha, this information may be on the packaging, and if not it can
+usually be found on the vendor's website.
+
+`Add a Template <#addlabeltemplate>`__
+''''''''''''''''''''''''''''''''''''''
+
+To add a new template, you want to click on the 'New' button at the top
+of the Label Creator and choosing 'Label template'.
+
+New Label Template Option
+|image318|
+
+Using the form that appears you can define the template for your sheet
+of labels or cards.
+
+Label Template Form
+|image319|
+
+- Template ID will be automatically generated after saving your
+ template, this is simply a system generated unique id
+
+- Template Code should be something you can use to identify your
+ template on a list of templates
+
+- 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
+ going to be using for the template. This should probably match the
+ unit of measurement used on the template description provided by the
+ product vendor.
+
+ Measurement Units
+ |image320|
+
+- The measurements, number of columns and number of rows can be found
+ on the vendor product packaging or website.
+
+ - **Important**
+
+ If you do not supply a left text margin in the template, a
+ 3/16" (13.5 point) left text margin will apply by default.
+
+- A profile is a set of "adjustments" applied to a given template just
+ prior to printing which compensates for anomalies unique and peculiar
+ to a given printer (to which the profile is assigned).
+
+ - Before picking a profile try printing some sample labels so that
+ you can easily define a profile that is right for your
+ printer/template combination.
+
+ - After finding any anomalies in the printed document, `create a
+ profile <#addlabelprofile>`__ and assign it to the template.
+
+After saving, your templates will appear on the 'Manage' area under
+'Label templates'.
+
+List of label templates
+|image321|
+
+`Profiles <#labelprofiles>`__
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+- *Get there:* More > Tools > Label Creator > Manage > Printer Profiles
+
+A profile is a set of "adjustments" applied to a given
+`template <#addlabeltemplate>`__ just prior to printing which
+compensates for anomalies unique and peculiar to a given printer (to
+which the profile is assigned). This means if you set a template up and
+then print a sample set of data and find that the items are not all
+aligned the same on each label, you need to set up a profile for each
+printer to make up for the differences in printing styles, such as the
+shifting of text to the left, right, top or bottom.
+
+If your labels are printing just the way you want, you will not need a
+profile.
+
+`Add a Profile <#addlabelprofile>`__
+''''''''''''''''''''''''''''''''''''
+
+To add a new profile, you want to click on the 'New' button at the top
+of the Label Creator tool and choose 'Printer profile'.
+
+New Profile Button
+|image322|
+
+Using the form that appears you can create a profile to fix any problems
+with your template.
+
+Create a Printer Profile
+|image323|
+
+- 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. So if you want to use the Printer model
+ number in printer name or you can call it 'the printer on my desk'
+
+- Template will be filled in once you have chosen which template to
+ apply the profile to on the `template edit
+ form <#addlabeltemplate>`__
+
+- The Units pull down is used to define what measurement scale you're
+ going to be using for your profile.
+
+ Units of Measurement
+ |image324|
+
+- Offset describes what happens when the entire image is off center
+ either vertically or horizontally and creep describes a condition
+ where the distance between the labels changes across the page or up
+ and down the page
+
+ - For these values, negative numbers move the error up and to the
+ left and positive numbers move the error down and to the right
+
+ - Example: the text is .25" from the left edge of the first label,
+ .28" from the left edge of the second label and .31" from the left
+ edge of the third label. This means the horizontal creep should be
+ set to .03" to make up for this difference.
+
+After saving, your profiles will appear on the 'Manage' area under
+'Printer profiles'.
+
+List of Profiles
+|image325|
+
+Once you have saved your new profile, you can return to the list of
+templates and choose to edit the template that this profile is for.
+
+`Layouts <#labellayouts>`__
+^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+- *Get there:* More > Tools > Label Creator > Manage > Layouts
+
+A layout is used to define the fields you want to appear on your labels.
+
+`Add a Layout <#addlabellayout>`__
+''''''''''''''''''''''''''''''''''
+
+To add a new layout, you want to click on the 'New' button at the top of
+the Label Creator tool and choose 'Layout'.
+
+New Layout Button
+|image326|
+
+Using the form that appears you can create a profile to fix any problems
+with your template.
+
+Add New Layout
+|image327|
+
+- The name of your layout can be anything you'd like to help you
+ identify it later.
+
+- If this is a barcode label you'll want to choose the encoding (Code
+ 39 is the most common)
+
+- The layout type can be any combination of bibliographic information
+ and/or barcode. For example a spine label would just be Biblio
+ whereas a label for your circulation staff to use to checkout the
+ book would probably be Biblio/Barcode.
+
+- The Bibliographic Data to Print includes any of the data fields that
+ may be mapped to your MARC frameworks. You can choose from the preset
+ list of fields or you can click on 'List Fields' and enter your own
+ data. In 'List Fields', you can specify MARC subfields as a
+ 4-character tag-subfield string: (ie. 254a for the title field), You
+ can also enclose a whitespace-separated list of fields to concatenate
+ on one line in double quotes. (ie. "099a 099b" or "itemcallnumber
+ barcode"). The fields available are from the database tables list
+ below. Finally you could add in static text strings in single-quote
+ (ie. 'Some static text here.')
+
+ - You can use the schema viewer (http://schema.koha-community.org)
+ with the following tables to find field names to use:
+
+ - Currently all fields in the following tables are used: items,
+ biblioitems, biblio, branches
+
+ List fields
+ |image328|
+
+- Choose if the label maker should print out the guidelines around each
+ label
+
+- Choose if you'd like Koha to try to split your call numbers (usually
+ used on Spine Labels)
+
+- Finally choose your text settings such as alignment, font type and
+ size.
+
+After saving, your layouts will appear on the 'Manage Layouts' page.
+
+`Batches <#labelbatches>`__
+^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+- *Get there:* More > Tools > Label Creator > Manage > Label batches
+
+Batches are made up of the barcodes you would like to print. Once in
+this tool you can search for the item records you would like to print
+out labels for.
+
+`Add a Batch <#addlabelbatch>`__
+''''''''''''''''''''''''''''''''
+
+Batches can be created in one of two ways. The first is to click the
+'Create Label Batch' link on the '`Staged MARC
+Management <#managestaged>`__' page:
+
+Create Label Batch Link on Staged Records List
+|image329|
+
+The other is to choose to create a new batch from the label creator tool
+
+Create New Batch
+|image330|
+
+You will be brought to an empty batch with a box to scan barcodes or
+itemnumbers in to and an 'Add item(s)' button at the bottom of the page.
+
+Add Items
+|image331|
+
+You can either scan barcodes in to the box provided and click the 'Add
+item(s)' button or you can click the 'Add item(s)' button with the
+barcodes box empty. Clicking 'Add item(s)' with nothing in the barcodes
+box will open a search window for you to find the items you want to add
+to the batch.
+
+Search for items for a Batch
+|image332|
+
+From the search results, click the check box next to the items you want
+to add to the batch and click the 'Add checked' button. You can also add
+items one by one by clicking the 'Add' link to the left of each item.
+
+Batch search results
+|image333|
+
+Once you have added all of the items click the 'Done' button. The
+resulting page will list the items you have selected.
+
+List of items in the batch
+|image334|
+
+To print your labels, click the 'Export full batch' button. To print
+only some of the labels, click the 'Export selected item(s)' button.
+Either way you will be presented with a confirmation screen where you
+can choose your template and layout.
+
+Start batch export
+|image335|
+
+You will then be presented with three download options: PDF, Excel, and
+CSV.
+
+Batch save options
+|image336|
+
+After saving your file, simply print to the blank labels you have in
+your library.
+
+`Quick Spine Label Creator <#quicklabelcreator>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+- *Get there:* More > Tools > Catalog > Quick Spine Label Creator
+
+ **Note**
+
+ This tool does not use the label layouts or templates, it simply
+ prints a spine label in the first spot on the label sheet.
+
+ - Define the fields you want to print on the spine label in the
+ `SpineLabelFormat <#SpineLabelFormat>`__ system preference
+
+ - Format your label printing by editing spinelabel.css found in
+ koha-tmpl/intranet-tmpl/prog/en/css/
+
+To use this tool you simply need the barcode for the book you'd like to
+print the spine label for.
+
+Quick Spine Label Creator
+|image337|
+
+`MARC modification templates <#marcmodtemplates>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+The MARC Modification Templates system gives Koha users the power to
+make alterations to MARC records automatically while staging MARC
+records for import.
+
+This tool is useful for altering MARC records from various
+venders/sources work with your MARC framework. The system essentially
+allows one to create a basic script using actions to Copy, Move, Add,
+Update and Delete fields.
+
+Start by adding a new template (a template can be made up of one or more
+actions) by entering a name and clicking 'Create template'.
+
+Add a new template
+|image338|
+
+Next you can add actions to the template by filling in the Action box.
+For example if you're loading in a batch of files from your EBook vendor
+you might want to add the biblio item type of EBOOK to the 942$c.Add
+action
+
+- Choose 'Add/Update'
+
+- Enter the field 942 and subfield c
+
+- Enter the value of 'EBOOK' (or whatever your ebook item type code is)
+
+- Provide a description so you can identify this action later
+
+- Click 'Add action'
+
+Each action can also have an optional condition to check the value or
+existance of another field. For example you might want to add the call
+number to the item record if it's not already there.
+
+Add conditional action
+|image339|
+
+- Choose 'Copy'
+
+- Decide if you want to copy the first occurance or all occurances of
+ the field
+
+- Enter the field 090 (or other biblio call number field) and subfield
+ a to copy
+
+- Enter the 952 field and o subfield to copy to
+
+- Choose 'if'
+
+- Enter the 952 field and o subfield
+
+- Choose "doesn't exist"
+
+- Provide a description so you can identify this action later
+
+- Click 'Add action'
+
+The Copy & Move actions also support Regular Expressions, which can be
+used to automatically modify field values during the copy/move. An
+example would be to strip out the '$' character in field 020$c.
+
+Add regex action
+|image340|
+
+- Choose 'Copy and replace'
+
+- Decide if you want to copy the first occurance or all occurances of
+ the field
+
+- Enter the field 020 and subfield c to copy
+
+- Enter the 020 field and c subfield to copy to
+
+- Check the 'RegEx' box and enter your regular expression (in this case
+ s/\\$// )
+
+- Choose 'if'
+
+- Enter the 020 field and c subfield
+
+- Choose "matches"
+
+- Check the 'RegEx' box and enter your regular expression (in this case
+ m/^\\$/ )
+
+- Provide a description so you can identify this action later
+
+- Click 'Add action'
+
+ **Note**
+
+ The value for an update can include variables that change each time
+ the template is used. Currently, the system supports two variables,
+ \_\_BRANCHCODE\_\_ which is replaced with the branchcode of the
+ library currently using the template, and \_\_CURRENTDATE\_\_ which
+ is replaced with the current date in ISO format ( YYYY-MM-DD ).
+
+You could also use regular expressions to add your library's proxy URL
+in front of links in your MARC record.Add proxy URL
+
+- Choose 'Copy and replace'
+
+- Decide if you want to copy the first occurance or all occurances of
+ the field
+
+- Enter the field 856 and subfield u to copy
+
+- Enter the 856 field and u subfield to copy to
+
+- Check the 'RegEx' box and enter your regular expression (in this case
+ s/^/PROXY\_URL/ )
+
+- Provide a description so you can identify this action later
+
+- Click 'Add action'
+
+When choosing between 'Copy' and 'Copy and replace' keep the following
+example in mind:
+
+::
+
+ 245 _aThe art of computer programming _cDonald E. Knuth.
+ 300 _aA_exists _bB_exists
+
+If we apply action (a) Copy the whole field 245 to 300, we get:
+
+::
+
+ 245 _aThe art of computer programming _cDonald E. Knuth.
+ 300 _aA_exists _bB_exists
+ 300 _aThe art of computer programming _cDonald E. Knuth.
+
+If we apply action (b) Copy the subfield 245$a to 300$a, we get:
+
+::
+
+ 245 _aThe art of computer programming _cDonald E. Knuth.
+ 300 _aThe art of computer programming _bB_exists
+
+Once your actions are saved you can view them at the top of the screen.
+Actions can be moved around using the arrows to the left of them.
+
+View actions
+|image341|
+
+Depending on your actions the order may be very important. For example
+you don't want to delete a field before you copy it to another field.
+
+To add another template you can either start fresh or click the
+'Duplicate current template' checkbox to create a copy of an existing
+template to start with.
+
+Duplicate template
+|image342|
+
+Once your template is saved you will be able to pick it when using the
+`Stage MARC Records for Import <#stagemarc>`__ tool.
+
+Choose template
+|image343|
+
+`Stage MARC Records for Import <#stagemarc>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+- *Get there:* More > Tools > Catalog > Stage MARC records for import
+
+This tool can be used to import both bibliographic and authority records
+that are saved in MARC format. Importing records into Koha includes two
+steps. The first is to stage records for import.
+
+- First find the MARC file on your computer
+
+ Stage MARC Records for Import
+ |image344|
+
+- Next you will be presented with options for record matching and item
+ imports
+
+ Upload options
+ |image345|
+
+ - Enter 'Comments about this file' to identify your upload when
+ going to the '`Manage Staged MARC Records <#managestaged>`__' tool
+
+ - Tell Koha which type of file this is, bibliographic or authority
+
+ Record type
+ |image346|
+
+ - Choose the character encoding
+
+ Chracter encoding
+ |image347|
+
+ - Choose if you would like to use a `MARC Modification
+ Template <#marcmodtemplates>`__ to alter the data you're about to
+ import
+
+ Choose modification template
+ |image348|
+
+ - Choose whether or not you want to look for matching records
+
+ Look for matches
+ |image349|
+
+ - You can set up `record matching rules <#recordmatchingrules>`__
+ through the administration area
+
+ Matching rules
+ |image350|
+
+ - When using the ISBN matching rule Koha will find only exact
+ matches. If you find that the ISBN match is not working to
+ your satisfaction you can change the
+ `AggressiveMatchOnISBN <#AggressiveMatchOnISBN>`__
+ preference to 'Do' and then run your import again.
+
+ - Next choose what to do with matching records if they are found
+
+ - Finally choose what to do with records that are unique
+
+ - Next you can choose whether or not to import the item data found
+ in the MARC records (if the file you're loading is a bibliographic
+ file)
+
+ Import items
+ |image351|
+
+ - From here you can choose to always add items regardless of
+ matching status, add them only if a matching bib was found, add
+ items only if there was no matching bib record, replace items
+ if a matching bib was found (The match will look at the
+ itemnumbers and barcodes to match on for items. Itemnumbers
+ take precendence over barcodes), or Ignore items and not add
+ them.
+
+- Click 'Stage for import'
+
+- You will be presented with a confirmation of your MARC import
+
+ MARC Import Confirmation
+ |image352|
+
+- To complete the process continue to the `Manage Staged MARC Records
+ Tool <#managestaged>`__
+
+`Staged MARC Record Management <#managestaged>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+- *Get there:* More > Tools > Catalog > Staged MARC Record Management
+
+Once you have `staged <#stagemarc>`__ your records for import you can
+complete the import using this tool.
+
+List of Staged MARC Records
+|image353|
+
+- From the list of staged records, click on the file name that you want
+ to finish importing
+
+ - You will note that records that have already been imported will
+ say so under 'Status'
+
+- A summary of your import will appear along with the option to change
+ your matching rules
+
+ Manage Staged Records Batch
+ |image354|
+
+- Below the summary is the option to import the batch of bib records
+ using a specific framework
+
+ Choose Framework to Import Into
+ |image355|
+
+ - Choosing a framework other than 'Default' isn't necessary, but
+ it's helpful for running reports and having the right bib level
+ item type selected on import.
+
+- Below the framework selection there will be a list of the records
+ that will be imported
+
+ List of Staged Records
+ |image356|
+
+ - Review your summary before completing your import to make sure
+ that your matching rule worked and that the records appear as you
+ expect them to
+
+ - Matches will appear with info under the 'Match details column'
+
+ Matched record
+ |image357|
+
+ and when clicking the 'View' link under 'Diff' you can see the
+ difference between versions.
+
+ Record differences
+ |image358|
+
+- Click 'Import into catalog' to complete the import
+
+ Import summary
+ |image359|
+
+- Once your import is complete a link to the new bib records will
+ appear to the right of each title that was imported
+
+- You can also undo your import by clicking the 'Undo import into
+ catalog' button
+
+Records imported using this tool remain in the 'reservoir' until they
+are cleaned. These items will appear when searching the catalog from the
+`Cataloging <#cataloging>`__ tool:
+
+Reservoir Results
+|image360|
+
+To clean items out of the 'reservoir':
+
+- Visit the main screen of the Manage Staged MARC Records tool
+
+ List of Staged MARC Records
+ |image361|
+
+- To clean a batch, click the 'Clean' button to the right
+
+- You will be presented with a confirmation message
+
+ Clean MARC Records Confirmation
+ |image362|
+
+ - Accept the deletion and the records will be removed from the
+ reservoir and the status will be changed to 'cleaned'
+
+`Upload Local Cover Image <#uploadlocalimages>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+- *Get there:* More > Tools > Catalog > Upload Local Cover Image
+
+This tool will allow you to upload cover images for the materials in
+your catalog. To access this tool, staff will need the
+`upload\_local\_cover\_images permission <#toolspermissions>`__. In
+order for images to show in the staff client and/or OPAC you will need
+to set your `LocalCoverImages <#LocalCoverImages>`__ and/or
+`OPACLocalCoverImages <#OPACLocalCoverImages>`__ preferences to
+'Display.' Images can be uploaded in batches or one by one.
+
+ **Note**
+
+ Koha does not have a maximum file size limit for this tool, but
+ Apache may limit the maximum size of uploads (talk to your sys
+ admin).
+
+ **Note**
+
+ When you want to upload multiple images onto a bib record, they will
+ display left to right (then top to bottom, depending on screen real
+ estate) in order of uploading, and the one on the left (the first
+ one uploaded) will be the one used as a thumbnail cover in search
+ results and on the detail page. There is no way to reorder cover
+ images uploaded in this way, so be sure to upload them in the order
+ you'd like them to appear.Multiple cover images on one record
+
+If uploading a single image:
+
+- Visit the tool and click the 'Browse' button to browse to the image
+ on your local machine.
+
+ Upload single cover image
+ |image363|
+
+- Click 'Upload file'
+
+- Choose 'Image file' under the 'File type' section
+
+- Enter the biblionumber for the record you're attaching this image to.
+ This is not the same as the barcode, this is the system generated
+ number assigned by Koha.
+
+ - Find the biblionumber by looking at the end of the URL in the
+ address bar when on the detail page
+
+ Biblionumber in URL
+ |image364|
+
+ - or by clicking on the MARC tab on the detail page in the staff
+ client
+
+ Biblionumber on MARC Record
+ |image365|
+
+- If you would like to replace any other cover images you may have
+ uploaded in the past, check the 'Replace existing covers' box under
+ the 'Options' section
+
+- Click 'Process images'
+
+- You will be presented with a summary of the upload and a link to the
+ record you have just added the image to
+
+If uploading a batch of images at once you will need to prepare a ZIP
+file first.
+
+- Enter in to the ZIP file all the images you are uploading
+
+- Also include a text file (\*.TXT) named either datalink.txt or
+ idlink.txt listing the biblionumber followed by the image name for
+ each image one per line
+
+ - ex. 4091,image4091.jpg
+
+ ZIP File Contents
+ |image366|
+
+- Browse your local computer to the ZIP file
+
+- Click 'Upload file'
+
+- Choose 'Zip file' under the 'File type' section
+
+- If you would like to replace any other cover images you may have
+ uploaded in the past, check the 'Replace existing covers' box under
+ the 'Options' section
+
+- Click 'Process images'
+
+- You will be presented with a summary of the upload
+
+ Upload Summary
+ |image367|
+
+ **Important**
+
+ The source image is used to generate a 140 x 200 px thumbnail image
+ and a 600 x 800 px full-size image. The original sized image
+ uploaded will not be stored by Koha
+
+You will be able to see your cover images in the staff client on the
+detail page under the 'Image' tab in the holdings table at the bottom
+
+Cover images in the staff client
+|image368|
+
+In the OPAC the cover images will also appear in the images tab, as well
+as next to the title and on the search results.
+
+If you would like to remove a cover image you can click 'Delete image'
+below the image if you have the `upload\_local\_cover\_images
+permission <#toolspermissions>`__.
+
+`Additional Tools <#additionaltools>`__
+---------------------------------------
+
+`Calendar <#calholidays>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+- *Get there:* More > Tools > Additional Tools > Calendar
+
+Libraries can define library closings and holidays to be used when
+calculating due dates. You can make use of the Calendar by turning on
+the proper system preferences:
+
+- *Get there:*\ More > Administration > Global System Preferences >
+ Circulation > `useDaysMode <#useDaysMode>`__
+
+ - Choose the method for calculating due date - either include days
+ the library is closed in the calculation or don't include them.
+
+- *Get there:* More > Administration > Global System Preferences >
+ Circulation > `finescalendar <#finesCalendar>`__
+
+ - This will check the holiday calendar before charging fines
+
+Calendar & Holidays Tools
+|image369|
+
+`Adding Events <#addevents>`__
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+Before adding events, choose the library you would like to apply the
+closings to. When adding events you will be asked if you would like to
+apply the event to one branch or all branches. To add events, simply
+
+- Click on the date on the calendar that you would like to apply the
+ closing to
+
+ Calendar Add Form
+ |image370|
+
+- In the form that appears above the calendar, enter the closing
+ information (for more info on each option click the question mark [?]
+ to the right of the option)
+
+ - Library will be filled in automatically based on the library you
+ chose from the pull down at the top of the page
+
+ - The day information will also be filled in automatically based on
+ the date you clicked on the calendar
+
+ - In the description enter the reason the library is closed
+
+ - Next you can choose if this event is a one time event or if it is
+ repeatable.
+
+ - If this is a one day holiday choose 'Holiday only on this day'
+
+ - If this is a weekly closing (like a weekend day) then you can
+ choose 'Holiday repeated every same day of the week'
+
+ - If this is an annual holiday closing choose 'Holiday repeated
+ yearly on the same date'
+
+ - If the library is going to be closed for the week or a range of
+ time choose 'Holiday on a range' and enter a 'To Date' at the
+ top
+
+ - If the library is going to be closed for a range of time each
+ year (such as summer holidays for schools) choose 'Holiday
+ repeated yearly on a range' and enter a 'To Date' at the top
+
+ - Finally decide if this event should be applied to all libraries or
+ just the one you have originally selected
+
+ - If you'd rather enter all the holidays and then copy them all
+ to another branch all at once you can use the copy menu below
+ the calendar
+
+ Copy holidays
+ |image371|
+
+- After saving you will see the event listed in the summary to the
+ right the calendar
+
+ Calendar Summary
+ |image372|
+
+`Editing Events <#editevents>`__
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+To edit events
+
+- Click on the event on the calendar that you want to change (do this
+ by clicking on the date on the calendar, not the event listed in the
+ summary)
+
+ Edit holiday form
+ |image373|
+
+- From this form you can make edits to the holiday or delete the
+ holiday completely.
+
+ - All actions require that you click 'Save' before the change will
+ be made.
+
+- Clicking on repeatable events will offer slightly different options
+
+ Edit repeatable event
+ |image374|
+
+ - In the form above you will note that there is now an option to
+ 'Generate an exception for this repeated holiday,' choosing this
+ option will allow you to make it so that this date is not closed
+ even though the library is usually closed on this date.
+
+ - All actions require that you click 'Save' before the change
+ will be made.
+
+`Additional Help <#calendarhelp>`__
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+When adding or editing events you can get additional help by clicking on
+the question mark next to various different options on the form
+
+Additional Calendar Help Buttons
+|image375|
+
+`CSV Profiles <#csvprofiles>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+- *Get there:* More > Tools > Additional Tools > CSV Profiles
+
+CSV Profiles are created to define how you would like your cart or list
+to export.
+
+`Add CSV Profiles <#addcsvprofile>`__
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+To add a CSV Profile
+
+- Click 'CSV Profiles' from the Tools menu
+
+- The 'Profile type' determines what type of fields you plan to use
+ (MARC or SQL) to define your profile
+
+ - If you choose MARC then you will need to enter MARC fields
+
+ MARC CSV Profile
+ |image376|
+
+ - If you choose SQL then you will need to enter SQL database fields
+
+ SQL CSV Profile
+ |image377|
+
+ - The 'Profile name' will appear on the export pull down list when
+ choosing 'Download' from your cart or list
+
+ Download List
+ |image378|
+
+ - The 'Profile description' is for your own benefit, but will also
+ appear in the OPAC when patrons download content, so make sure
+ it's clear to your patrons as well
+
+ - The 'CSV separator' is the character used to separate values and
+ value groups
+
+ **Note**
+
+ The most common option here is comma because most spreadsheet
+ applications know how to open files split by commas.
+
+ - The 'Field separator' is the character used to separate duplicate
+ fields
+
+ - Example: You may have multiple 650 fields and this is the
+ character that will appear in between each one in the column
+
+ Field separators in between multiple subjects
+ |image379|
+
+ - The 'Subfield separator' is the character used to separate
+ duplicate subfields
+
+ - Example: You may have multiple $a subfields in a field
+
+ - The 'Encoding' field lets you define the encoding used when saving
+ the file
+
+ - Finally format your CSV file using the 'Profile MARC' or 'Profile
+ SQL' field
+
+ - Define which fields or subfields you want to export, separated
+ by pipes. Example : 200\|210$a\|301 for MARC and
+ biblio.title\|biblio.author for SQL
+
+ - **Note**
+
+ You can also use your own headers (instead of the ones from
+ Koha) by prefixing the field number with an header,
+ followed by the equal sign. Example : Personal
+ name=100\|title=245$a\|300
+
+ When you have entered in all of the information for you profile,
+ simply click 'Submit' and you will be presented with a confirmation
+ that your profile has been saved.
+
+ Confirmation of new CSV profile
+ |image380|
+
+`Modify CSV Profiles <#editcsvprofile>`__
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+Once you have created at least one CSV Profile an 'Edit profile' tab
+will appear next to the 'New profile' button.
+
+Modify CSV Profiles
+|image381|
+
+- Choose the profile you would like to edit and alter the necessary
+ fields.
+
+- After submitting your changes you will be presented with a
+ confirmation message at the top of the screen
+
+ Confirmation of CSV modification
+ |image382|
+
+- To delete a profile, check the 'Delete selected profile' option
+ before clicking 'Submit Query'
+
+ Delete an existing CSV Profile
+ |image383|
+
+`Using CSV Profiles <#usecsvprofiles>`__
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+Your CSV Profiles will appear on the export list or cart menu under the
+'Download' button in both the staff client and the OPAC
+
+CSV Profiles on Download Menu in the Staff Client
+|image384|
+
+`Log Viewer <#logviewer>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+- *Get there:* More > Tools > Additional Tools > Log Viewer
+
+Actions within the Koha system are tracked in log files. Your `system
+preferences <#logs>`__ can be changed to prevent the logging of
+different actions. These logs can be viewed using the Log Viewer Tool.
+
+Log Viewer
+|image385|
+
+Choosing different combinations of menu options will produce the log
+file for that query.
+
+A query for all logs related to the Circulation module produces a result
+like this
+|image386|
+
+`News <#newstool>`__
+~~~~~~~~~~~~~~~~~~~~
+
+- *Get there:* More > Tools > Additional Tools > News
+
+Koha's news module allows librarians to post news to the OPAC, staff
+interface and circulation receipts.
+
+Koha News Module
+|image387|
+
+To add news to either the OPAC, the Staff Client or a Circulation
+receipt:
+
+- Click 'New Entry'
+
+ Add Koha News Form
+ |image388|
+
+ - Under 'Display Location' choose whether to put the news on the
+ OPAC, Slip (circulation receipt) or the Librarian (Staff)
+ Interface.Display location
+
+ - Choose the library this news item will show for
+
+ - Choose a title for your entry
+
+ - Using the publication and expiration date fields you can control
+ from which date and for how long your news item appears
+
+ - Examples: (these assume today's date as 07-May-2015)
+
+ - Publish on current date: set publication date as 07-May-2015
+
+ - Schedule for publishing in future: set date later than
+ 07-May-2015
+
+ - Backdate the news item: set date earlier than 07-May-2015
+
+ - 'Appear in position' lets you decide what order your news items
+ appear in
+
+ - The 'News' box allows for the use of HTML for formatting of your
+ news item
+
+- After filling in all of the fields, click 'Submit'
+
+- News in the OPAC will appear above the
+ `OpacMainUserBlock <#OpacMainUserBlock>`__
+
+ News in the OPAC
+ |image389|
+
+ - Below the news in the OPAC there will be an RSS icon allowing you
+ to subscribe to library newsNews RSS feed
+
+- News in the Staff Client will appear on the far left of the screen
+
+ News in the Staff Client
+ |image390|
+
+- News on the circulation receipts will appear below the items that are
+ checked out
+
+ News at the bottom of the circulation receipt
+ |image391|
+
+- Depending on your choice for the
+ `NewsAuthorDisplay <#NewsAuthorDisplay>`__ preference you will also
+ see the person who created the news item (this uses the logged in
+ person)
+
+`Task Scheduler <#taskscheduler>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+- *Get there:* More > Tools > Additional Tools > Task Scheduler
+
+The task scheduler is a way to schedule reports to run whenever you
+want.
+
+To schedule a task, visit the Task Scheduler and fill in the form
+
+Task Scheduler
+|image392|
+
+- Current Server Time shows the time on your server (schedule all of
+ your reports to run based on that time - not on your local time)
+
+- Time should be entered as hh:mm (2 digit hour, 2 digit minute)
+
+- Date should be entered using the calendar pop up
+
+- From Report choose the report you want to schedule
+
+- Choose whether to receive the text of or a link to the results
+
+- In the Email filed enter the email of the person you want to receive
+ your report
+
+Below the task scheduler form, there is a list of scheduled reports
+
+Scheduled Tasks
+|image393|
+
+You can also schedule reports directly from the list of saved reports by
+clicking the 'Schedule' link
+
+Saved Reports List
+|image394|
+
+`Troubleshooting <#taskscedtroubleshoot>`__
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+Task scheduler will not work if the user the web server runs as doesn't
+have the permission to use it. To find out if the right user has the
+permissions necessary, check /etc/at.allow to see what users are in it.
+If you don't have that file, check etc/at.deny. If at.deny exists but is
+blank, then every user can use it. Talk to your system admin about
+adding the user to the right place to make the task scheduler work.
+
+`Quote of the Day (QOTD) Editor <#QOTDEditor>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+- *Get there:* More > Tools > Additional Tools > Edit quotes for QOTD
+ feature
+
+This tool will allow you to add and edit quotes to show on the OPAC if
+you're using the Quote of the Day (QOTD) feature.
+
+To turn this feature on set the `QuoteOfTheDay <#QuoteOfTheDay>`__
+preference to 'Enable and add at least one quote via the Quote of the
+Day Editor. Once these steps are complete you will see your quotes above
+the `OpacMainUserBlock <#OpacMainUserBlock>`__ in the OPAC:
+
+Quote in the OPAC
+|image395|
+
+`Add a Quote <#addquote>`__
+^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+To add a quote:
+
+- Click the 'Add quote' button in the toolbar and an empty quote entry
+ will be added to the end of the current quote list.
+
+ Add quote button
+ |image396|
+
+ - **Important**
+
+ Both the 'Source' and the 'Text' fields must be filled in in
+ order to save the new quote.
+
+ Add quote
+ |image397|
+
+- When finished filling in both fields, press the <Enter> key on your
+ keyboard to save the new quote.
+
+- The list will update and the new quote should now be visible in the
+ list.
+
+ **Note**
+
+ You may cancel the addition of a new quote any time prior to saving
+ it simply by pressing the <Esc> key on your keyboard.
+
+`Edit/Delete a Quote <#editquote>`__
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+Once the current quote pool has been loaded into the editing table, you
+may edit the quote source and text.
+
+- Edit either the 'Source' or 'Text' fields by clicking on the desired
+ field.
+
+ Edit quote
+ |image398|
+
+- When you are finished editing a field, press the <Enter> key on your
+ keyboard to save the changes.
+
+The list will be updated, the edits saved, and visible.
+
+If you'd like you can also delete quote(s).
+
+- Select the quote(s) you desire to delete by clicking on the
+ corresponding quote id.
+
+- Once quote selection is finished, simply click the 'Delete quote(s)'
+ button.
+
+- You will be prompted to confirm the deletion.
+
+- After confirming the deletion, the list will update and the quote(s)
+ will no longer appear.
+
+`Import Quotes <#importquote>`__
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+If you'd like you can import a batch of quotes as a CSV file. Your file
+must contain two columns in the form: "source","text" with no header
+row.
+
+ **Note**
+
+ You will be prompted to confirm upload of files larger than 512KB.
+
+- To start the import process click the 'Import quotes' button at the
+ top of the screen
+
+ Import quotes button
+ |image399|
+
+- Once on the import quotes screen you can browse your computer for the
+ file you would like to import
+
+ Import quotes
+ |image400|
+
+- After selecting the CSV file, click the 'Open' button and the file
+ will be uploaded into a temporary editing table.
+
+ Imported quotes
+ |image401|
+
+- From the listing you can edit either the 'Source' or 'Text' fields by
+ clicking on the desired field. When you are finished editing a field,
+ press the <Enter> key on your keyboard to save the changes.
+
+ Edit imported quote
+ |image402|
+
+- You can also delete quotes from this listing before completing the
+ import.
+
+ - Select the quote(s) you desire to delete by clicking on the
+ corresponding quote id.
+
+ Selected for deletion
+ |image403|
+
+ - Once quote selection is finished, simply click the 'Delete
+ quote(s)' key.
+
+ Delete quote(s)
+ |image404|
+
+ - You will be prompted to confirm the deletion.
+
+ Confirm deletion
+ |image405|
+
+ - After confirming the deletion, the list will update and the
+ quote(s) will no longer appear.
+
+- Once you are satisfied with the quotes, click the 'Save quotes'
+ button in the toolbar at the top and the quotes will be saved.
+
+ Save quotes button
+ |image406|
+
+`Upload <#uploadtool>`__
+~~~~~~~~~~~~~~~~~~~~~~~~
+
+- *Get there:* More > Tools > Additional Tools > Upload
+
+This tool will allow you to upload files to your Koha system for
+selection from the `Cataloging form <#uploadbibfile>`__.
+
+`Upload Files <#uploadfiles>`__
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+When you first visit the Upload tool you might see a warning about
+missing a category.Upload to temprorary
+
+Categories are defined in the `authorized value <#authorizedvalues>`__
+in the UPLOAD category. If you do not have upload categories then your
+files will be temporary and will be deleted the next time the server is
+rebooted. Once you have a value in the UPLOAD authorized value category
+you will see a Category pull down below the 'Browse' button.Upload to
+category
+
+Browse your computer a file, choose a category and decide if the public
+will be able to download this file via the OPAC. Once your file is
+uploaded you will be presented with a confirmation.Upload confirmation
+
+`Search Files <#searchuploads>`__
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+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.Search results
projects / kohadocs.git / commitdiff