Details
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-Staff members can access their own account details by clicking their
-username in the top right of the staff client and choosing 'My account'
+ **Note**
-|image442|
+ Staff members can access their own account details by clicking their
+ username in the top right of the staff client and choosing 'My account'
-All patron information will appear on the Details tab. This includes all
+ |image442|
+
+All patron information will appear in the Details tab. This includes all
the contact information, notes, custom patron attributes, messaging
-preferences, etc entered when adding the patron.
+preferences, etc. entered when adding the patron.
+
+|image1359|
In the case of patrons who are marked as 'Child' or 'Professional' and
-their Guarantors additional information will appear on their record.
+their guarantors additional information will appear on their record.
-- A child patron will list their Guarantor
+- A child patron will list their guarantor
|image443|
-- On the Guarantor's record, all children and/or professionals will be
+- On the guarantor's record, all children and/or professionals will be
listed
|image444|
Below the patron's information on the details screen is a tabbed display
of the items they have checked out, overdue, and on hold.
+Checkouts
+''''''''''''''''''''''''''''''''''''''''''
+
+The first tab shows the items the patron currently has checked out.
+
|image445|
-If they have family at the library staff can see what the other family
+Relatives' checkouts
+''''''''''''''''''''''''''''''''''''''''''
+
+If they have family at the library, staff can see what the other family
members have checked out.
|image446|
+Fines & charges
+'''''''''''''''''''''''''''''''''''''''''
+
+The Fines & charges tab will show for all patrons, even those who
+don't owe anything.
+
+If the patron does owe money to the library, the tab will show the
+total amount, without any details. To see the details, go to the
+:ref:`fines tabs <fines-label>`.
+
+|image1360|
+
+Holds
+'''''''''''''''''''''''''''''''''''''''''
+
+If the patron has holds, the number of holds will appear on this tab's
+title and the details will appear in the tab.
+
+|image490|
+
+ **Note**
+
+ The barcode and call number will only appear on item-level holds or
+ holds that have been confirmed. Record-level holds that are not
+ waiting to be picked up will not have barocdes or call numbers.
+
+From here you can manage the patron's holds: change the pickup library,
+cancel or suspend holds.
+
+ **Note**
+
+ You will only be able to suspend holds if the :ref:`SuspendHoldsIntranet`
+ system preference is set to "Allow".
+
+ **Note**
+
+ If, when suspending a hold, you want to be able to set a date at which to
+ automatically resume the hold, set the :ref:`AutoResumeSuspendedHolds`
+ system preference to "Allow" and make sure the :ref:`unsuspend_holds cron
+ job <unsuspend-holds-label>` is activated.
+
+Article requests
+'''''''''''''''''''''''''''''''''''''''''''''
+
+If the :ref:`ArticleRequests` system preference is enabled, and the circulation
+rules allow it, the patrons will be able to request articles, either through the
+OPAC or in the staff interface.
+
+The details of the patron's request, and its status, are visible in this
+tab.
+
+|image1361|
+
+Restrictions
+''''''''''''''''''''''''''''''''''''''''''''
+
The Restrictions tab will show for all patrons. If the patron has no
restrictions you will see that on the tab.
If the patron has restrictions on their account the tab will show the
number and the description.
-|image448|
+There are four kinds of restrictions:
+ - Manual
+ - Overdues
+ - Suspension
+ - Discharge
Using the 'Add manual restriction' button you can add a restriction to
-the patron record from here.
+the patron record from here. This can be used for any type of restriction
+you need to put manually on a patron record.
|image449|
+|image448|
+
+The overdues restrictions are automatically set when overdue notices are sent
+if you specified you wanted the patron restricted in the
+:ref:`Overdue notice/status triggers tool <overdue-notice/status-triggers-label>`.
+
+This restriction will not be removed automatically when the overdue items are
+returned unless the :ref:`AutoRemoveOverduesRestrictions` system preference
+is set to 'Do'.
+
+In the :ref:`circulation rules <circulation-and-fine-rules-label>`, you can choose
+to fine users by suspending them instead of (or in addition to) fining them money.
+In that case, returning an overdue document will trigger a suspension restriction.
+
+Patrons may also be restricted if you have issued a :ref:`discharge <patron-
+discharges-label>` for them. Once the discharge is validated, the patron is
+automatically restricted.
+
+Restrictions on a patron record will block checkouts. In fact,
+a message will appear in red when going to the checkout page.
+
+|image1363|
+
+Restrictions may also prevent renewing items if the :ref:`RestrictionBlockRenewing`
+system preference is set to 'block'.
+
+On the OPAC, patrons will get a message saying their account is frozen. They will
+not be able to place holds from the OPAC.
+
+If you have patrons that have more than one restriction, you can choose to
+cumulate their restriction periods or not through the :ref:`CumulativeRestrictionPeriods`
+system preference.
+
+ **Note**
+
+ If you want to restrict patrons from doing various actions if their record
+ is not pristine, check the following system preferences:
+
+ - Set the :ref:`OverduesBlockCirc` system preference to 'Block' to prevent
+ patrons who have overdue materials from checking out other materials.
+ - Set the :ref:`OverduesBlockRenewing` system preference to 'block renewing
+ for all the patron's items' or 'block renewing only for this item' to prevent
+ patrons who have overdue materials from renewing their loans.
+ - Enter values in the :ref:`noissuescharge` and :ref:`NoIssuesChargeGuarantees`
+ system preferences in order to block checking out to patrons who have more
+ than a certain amount in fines or to patrons whose guarantees owe more than
+ a certain amount.
+ - Enter a value in the :ref:`maxoutstanding` system preference to prevent
+ patron from placing holds on the OPAC if they owe more than a certain amount.
+ - Enter a value in the :ref:`OPACFineNoRenewals` system preference to prevent
+ patron who owe more than a certain amount to renew their loans from the OPAC.
+ - Set the :ref:`BlockExpiredPatronOpacActions` system preference to 'Block' if
+ you want to prevent patron whose membership has expired to place hold or
+ renew their loans from the OPAC.
+
+
+Clubs
+'''''''''''''''''''''''''''''''''''''''''''
+
+If you use :ref:`patron clubs <Patron-clubs-label>, patrons will have a tab
+in their record indicating which club they are enrolled in, if any.
+
+|image1362|
+
+
.. _fines-label:
Fines
projects / kohadocs.git / commitdiff
