OPAC

Search results

To search the OPAC you can either choose to enter your search words in the box at the top of the OPAC or click on the ‚Advanced search‘ link to perform a more detailed search.

Library catalog search box at the top of the page in the OPAC

Poznámka

For more on searching check the Searching chapter in this manual.

Results overview

Search results list in the OPAC, facets are on the left

After performing a search, the number of results found for the search will appear above the results.

By default, the search results are sorted based on the OPACdefaultSortField and OPACdefaultSortOrder system preference values. To change the sort order of these results, you can choose another sorting method from the drop-down menu on the right.

The sorting drop-down menu offers various options to sort the search results, such as relevance, popularity, author, call number, publication or copyright date, acquisition date, and title

Under each title in the results list, there will be a series of values from the record’s leader (field 000).

A single search result in the OPAC, visible is a checkbox on the left, some bibliographic information, the title being a link, availability of items, star ratings, place hold option, place recall option, save to lists option and add to cart option

Poznámka

These values have nothing to do with the item types or collection codes you have applied to your records or items. This data is all pulled from the record’s control fields.

This can be turned on or off with the DisplayOPACiconsXSLT system preference.

Below each title, there will be the availability for the items attached to the record.

Poznámka

Even if you filtered on one library location, all locations that hold the item will appear on the search results.

Varování

An item’s hold status does not affect whether or not the item is ‚available‘ until the item is in ‚waiting‘ status. Items with on-shelf holds will show as available until a staff member has pulled them from the shelf and checked the item in make it show ‚waiting‘.

If any enhanced content system preferences are turned on, there may be cover images next to the search results.

If Did you mean? options are set, there will be a yellow bar across the top of your results will other related searches.

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If you performed an advanced search you see an option to go back and edit your advanced search blow the list of results pages.

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Filtry

To filter your results click on the links below the ‚Refine your search‘ menu on the left of your screen

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Depending on your setting for the DisplayLibraryFacets system preference you will see filters for your home, holding or both libraries.

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After clicking a facet you can remove that filter from your results by clicking the small ‚x‘ that appears to the right of the facet.

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Search RSS feeds

You will be able to subscribe to your search results as an RSS feed by clicking the RSS icon in your address bar or next to the number of results. To learn more about what RSS feeds are check out this tutorial video.

Search results list in the OPAC, facets are on the left

Přihlášení k odběru výsledků vyhledávání jako jsou RSS kanály, vám umožní vidět, když je přidána nová jednotka do katalogu ve vaší oblasti zájmu.

Bibliographic record

Pokud kliknete na název z výsledků vyhledávání, budete přeneseni před bibliografické detaily záznamu. Tato stránka je rozdělena do několika různých oblastí.

V horní části obrazovky bude nadpis a GMD:

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Below the title the authors will be listed. These come from your 1xx and 7xx fields. Clicking the author will run a search for other titles with that author.

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Pokud máte autoritní záznamy uvidíte lupu vpravo od autority. Kliknutím na lupy se dostanete přímo na autoritní záznam.

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If you have your DisplayOPACiconsXSLT preference set to ‚show‘ you will see a material type that is determined by values in your fixed fields (learn more in the XSLT material type icons cataloging guide.

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Dále uvidíte popis záznamu, který si prohlížíte:

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Následující po této informaci najdete předmětová hesla, na které můžete kliknout pro hledání dalších titulů na podobná témata

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If your record has a table of contents or summary it will appear next to the ‚Summary‘ or ‚Table of contents‘ label

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If your record has data in the 856 fields you’ll see the links to the right of the ‚Online resources‘ label

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Pokud jednotka, kterou si chcete prohlížet je ve veřejném seznamu, pak uvidíte tento seznam vpravo od návěští „Seznam(y), v kterých tato jednotka zobrazí v“ a pokud má štítky, objeví se pod „Štítky od této knihovny „

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V záložkách pod detaily naleznete vaše data o jednotkách (exemplářích)

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Poznámka

  • You can customize the columns of this table in the ‚Table settings‘ section of the Administration module (table id: holdingst).

Any notes (5xx fields) that have been cataloged will appear under ‚Title notes‘

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If the bibliographic record is linked to a subscription in the Serials module, there will be a ‚Subscriptions‘ tab with the subscription and issues information.

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Poznámka

  • You can customize the columns of this table in the ‚Table settings‘ section of the Administration module (table id: subscriptionst).

Pokud povolíte připomínky, objeví se v další záložce

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If the OPACAuthorIdentifiers system preference is turned on, and that your author authority records have standard identifiers, there will be an ‚Author identifiers‘ tab showing the identifiers with links to the author record on the source website.

The detailed view of a bibliographic record, the selected tab at the bottom is Author identifiers, both authors are listed with their Scopus ID

A konečně, pokud jste povolili FRBR a máte další vydání titulu ve své sbírce, uvidíte je na záložce o vydáních.

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Napravo od detailů najdete řadu polí. První pole je seznam tlačítek pro navigaci ve výsledcích hledání. Odtud můžete vidět další nebo předchozí výsledek z vyhledávání nebo se vrátit na výsledky vyhledávání.

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Clicking ‚Browse results‘ at the top of the right column will open up your search results on the detail page

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Below the search buttons you’ll find the links to place a hold, print the record, save the record to your lists, add it to your cart or send to a device (using a QR code).

Another option that will appear on this right hand side bar, if a library is allowing purchase suggestions (see the suggestion system preference), is the ability to ‚Suggest for Purchase‘. Clicking this link will bring the user to the purchase suggestion form to fill out.

List of options: Place hold, Place recall, Print, Request article, Save to your lists, Add to your cart, Suggest for purchase, Save record, More searches

Clicking ‚More searches‘ will show the list of libraries you entered in your OPACSearchForTitleIn preference

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Under the ‚Save record‘ label you will find a series of file formats you can save the record as. This list can be customized by altering the OpacExportOptions system preference.

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Pokud budete chtít kdykoli změnit pohled z „normálního“ pohledu a vidět MARC nebo ISBD, můžete klepnout na záložky v horní části záznamu

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Lists and the cart

A cart is a temporary holding place for records you’re interested in finding during this session. That means that once you log out of the OPAC or close the browser you lose the items in your cart. A list is a more permanent location for saving items. To learn more about lists, check the Lists in the staff client chapter of this manual.

Seznamy

Patrons can manage their own private lists by visiting the ‚your lists‘ section of their account.

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Creating lists

Lists can also be created by choosing the ‚New list‘ option in the ‚Add to‘ menu on the search results

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To create a list the patron simply needs to click the ‚New list‘ link and populate the form that appears

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The only field required is the ‚List name,‘ but the patron can also choose how they want the list sorted and if the list is public or private.

  • A private list is managed by you and can be seen only by you (depending on your permissions settings below)

  • A public list can be seen by everybody, but managed only by you (depending on your permissions settings below)

    Důležité

    If you aren’t allowing patrons to create public lists with the OpacAllowPublicListCreation preference then patrons will only be able to create private lists.

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  • Nakonec se rozhodněte, kdo bude mít k vytvořenému seznamu přístup a jaký. Můžete povolit nebo zakázat následující:

    • kdokoliv jiný přidat záznam

    • komukoliv odstraňovat jím přidané položky

      • Poznámka

        Majiteli seznamu je vždy povoleno přidat nové záznamy, ale potřebuje povolení k odstranění.

    • komukoliv odstraňovat záznamy ostatních

Adding titles to lists

Tituly mohou být přidány do seznamů z výsledků vyhledávání a/nebo z bibliografického záznamu. V možnostech výsledků vyhledání, je přidat jednotky do seznamu, což se zobrazí pod každým výsledkem a v horní části stránky s výsledky

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To add a single title to a list, click the ‚Save to lists‘ option and then choose the list you’d like to add the title to. To add multiple titles to a list check the boxes on the left of the titles you want to add and then choose the list you want to add the titles to from the ‚Add too‘ pull down at the top of the screen.

Viewing lists contents

To view the contents of a list, click on the list name under the ‚Lists‘ button.

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Obsah seznamu bude vypadat podobně jako na vašich stránkách výsledků vyhledávání kromě toho, že budou existovat různé položky menu v horní části seznamu.

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To the right of the list title there is an RSS icon that will allow you to subscribe to updates to the list.

Pomocí voleb nabídek nad seznamem je možno umístit více rezervací na jednotky, stáhnout seznam obsahů, poslat seznam na e-mail nebo ho vytisknout.

  • To place a hold on one or more list items check the box to the left of the item and click the ‚Place hold‘ link at the top

  • To download the list contents click the ‚Download list‘ link and choose the format you’d like to download the list in

  • To email the list contents to someone, click the ‚Send list‘ link and enter in your email details in the form that pops up

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  • To print the contents of your list out click the ‚Print list‘ link

Managing lists

Once the list is saved patrons can begin adding items to it. From the ‚your lists‘ tab on the patron record the patron can edit and delete the lists they have created by clicking the appropriate link to the right of the list name.

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Chcete-li upravit název seznamu nebo třídění čtenářů klikněte na odkaz „Upravit“, vpravo od popisu seznamu.

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Při kliknutí na „Smazat“ vedle seznamu, budete vyzváni k potvrzení, že chcete seznam smazat.

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Seznam nebude vymazán, dokud neklepnete na tlačítko „Potvrdit“ na pravé straně seznamu, který chcete odstranit.

If the library is allowing you to share private lists with the OpacAllowSharingPrivateLists preference then you will see the ‚Share‘ link on your list of lists and the ‚Share list‘ link at the top of each individual list. Clicking this will ask you to enter the email address of a patron.

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Hned po načtení souboru se zobrazí potvrzující zpráva.

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and will send a message to that patron.

Košík

Adding titles to the cart

Tituly mohou být přidány do vozíků z výsledků vyhledávání a/​​nebo z bibliografického záznamu. V případě výsledků hledání, se objeví pod každým výsledkem volba přidat jednotky do vozíku v horní části stránky.

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Clicking the ‚Add to cart‘ button will add the one title to your cart. To add multiple titles at once, check the box to the left of each result and then choose ‚Cart‘ from the ‚Add to‘ pull down at the top of the screen. Once titles are added to the cart you will be presented with a confirmation

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From the results you will see which items are in your cart and will be able to remove those items by clicking ‚(remove)‘.

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Managing the cart

Once you have titles in your cart you can manage the contents by clicking on the ‚Cart‘ button usually found at the top of the screen. Your cart will open in a new window.

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Z tohoto okna vám bude prezentováno několik možností. V horní části vozíku je několik tlačítek.

First is the ‚More details‘ button. Clicking this will show you additional information about the titles in your cart (ISBNs, subjects, publisher info, notes and more).

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Next is the option to send the contents of your cart to an email address. This is handy if you want to send the resources you found at the library to your home email account to refer to later or to send to a patron researching a specific topic. Clicking this link will open up a new window that asks for the email address and message to send.

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Důležité

The cart can only be emailed by logged in users. This will prevent your cart email function from being used for spamming.

In addition to sending your cart you can download the contents of your cart in several pre-defined formats or using a CSV profile that you defined in the tools module.

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Nakonec si můžete vytisknout obsah svého košíku volbou odkazu „Tisk“.

In addition to the various different ways to save the contents of your cart, there are ways to add value to the data in your cart. By selecting one or more titles from the cart you can add them to a list (click ‚Add to a list‘), place hold(s) (click ‚Place hold‘), or tag them (click ‚Tag‘). All of these operations follow the same procedure as they do when performing them in the OPAC.

Placing holds

Patrons can place holds on items via the OPAC if they’re logged in and you have the OPACHoldRequests preference set to ‚Allow‘. If the item can be placed on hold the option to place it on hold will appear in several different places.

  • When viewing a list or search results page you’ll see the option to place hold on multiple items by checking the boxes to the left of the results and clicking ‚Place hold‘ at the top

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  • Při prohlížení seznamu nebo stránky s výsledky vyhledávání, uvidíte možnost podat rezervaci na jednotku pod základními informacemi o titulu

    A single search result in the OPAC, visible is a checkbox on the left, some bibliographic information, the title being a link, availability of items, star ratings, place hold option, place recall option, save to lists option and add to cart option

  • Při prohlížení individuálního titul, uvidíte možnost podat rezervaci v políčku na pravé straně obrazovky

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Bez ohledu na to, na který z výše uvedených odkazů kliknete na podání rezervace, budete přeneseni na stejnou obrazovku rezervací.

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  • Zaškrtněte políčko vlevo od jednotky, na kterou chcete umístit rezervaci

  • Název obsahuje odkaz zpět na detailní stránku záznamu

  • Priorita ukazuje, kam padne vaše rezervace do fronty rezervací

  • If allowed by your OPACAllowUserToChooseBranch preference the patron can choose where they’d like to pick up their hold. The list of available pickup locations will include all libraries that have ‚Pickup location‘ set to ‚Yes‘ on the library configuration page.

  • Pokud byste chtěli vidět další podrobnosti, můžete zaškrtnout políčko „Zobrazit všechny podrobnosti“

    Place hold form with more options

    • If you have the AllowHoldItemTypeSelection preference set to ‚Allow‘ and the record had more than one item type attached you will see an option to choose to limit the hold to a specific item type

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  • If allowed by your OPACAllowHoldDateInFuture preference, the ‚Hold starts on date‘ column will show. This field allows the patron to have their hold start on a future date.

  • By default holds placed in the system remain until canceled, but if the patron fills in a ‚Hold not needed after‘ date then the hold has an expiration date.

    • Důležité

      Expired holds are removed by the expired holds cron job, this is not an automatic process and must be set up by your system administrator

  • If allowed by the OpacHoldNotes preference then patrons can leave notes about their holds for the library by clicking the ‚Edit notes‘ button

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  • If the EnableItemGroupHolds system preference is set to ‚Enable‘ and the record has item groups, the patron can choose to place a hold on the next available item of a group, rather than the next available item on the whole record or a specific item.

  • Depending on the rules you set regarding item specific holds in your circulation and fines rules the patron will be allowed to choose whether to place the hold on the next available copy and/or a specific copy.

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After clicking the ‚Place hold‘ button the patron will be brought to their account page where they’ll see all of the items they have on hold.

Requesting recalls

If your library accepts recalls (see setting up recalls for more information), patrons will be able to place recalls on items.

The option to request a recall appears in various places in the OPAC:

  • In the results list after a search, the ‚Place recall‘ option appears at the bottom of each recallable result.

    A single search result in the OPAC, visible is a checkbox on the left, some bibliographic information, the title being a link, availability of items, star ratings, place hold option, place recall option, save to lists option and add to cart option

  • In the detailed record. the ‚Place recall‘ option appears on the right side of the screen (or bottom in mobile view) in the options

    List of options: Place hold, Place recall, Print, Request article, Save to your lists, Add to your cart, Suggest for purchase, Save record, More searches

Either of those links will lead to the recall form.

The form to request a recall in the OPAC

  • Pick up location: the patron can choose where they’d like to pick up their recalled item.

  • Recall not needed after: if the patron not need this item after a certain date, they can enter it here. The recall will be automatically expired (with the expire_recalls.pl cronjob) after that date.

  • Recall next available item or Recall a specific item: the patron can choose to recall any item or a specific one. If they choose ‚Recall a specific item‘, they will be asked to select the item in the list.

Once the patron confirms their recall request, they will have get a message saying the the patron who currently has the item will be notified. The request will be added to the recalls tab in their account summary, as well as in their recall history list.

Enhanced content

Štítkování

Depending on your settings for the TagsEnabled, TagsInputOnList and TagsInputOnDetail preferences you may be able to add tags to bibliographic records from the search results and/or bibliographic records. If you are allowing patrons to add tags from the search results screen you will see an input box below each result and a ‚Tag‘ option at the top of the screen.

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Chcete-li přidat štítek na jednu jednotku, zadejte štítky (oddělené čárkami) v poli „Nový štítek“ a klepněte na tlačítko „Přidat“. Bude vám prezentováno potvrzení, že vaše štítky byly přidány.

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Z výsledků hledání lze také označit jednotky hromadně kliknutím na zaškrtávací políčka vlevo a kliknutím na tlačítko „Štítek“ v horní části. Po kliknutí na tlačítko „Štítek“ se toto změní do vstupního pole pro přidání štítků ke všem jednotkám, které jste vybrali.

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Emojis can also be included using the emoji picker when adding tags

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Komentáře

Patrons can leave comments in the OPAC if you have the OPACComments preference set to allow this. Each bibliographic record has a comments tab below the bibliographic information.

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Pokud čtenář je připojen, uvidí odkaz na přidání komentáře k položce. Kliknutím na tento odkaz se otevře pop-up okno s textovým polem pro jeho vyjádření.

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Jakmile byl komentář zadán a klepnuto na tlačítko „Odeslat“, čtenář vidí svůj komentář jako nevyřízený, a další čtenáři neuvidí k titulu žádné komentáře.

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Once the comment is approved the patron will see the number of comments on the ‚Comments‘ tab and their comment labeled amongst the other comments. If the ShowReviewerPhoto system preference is set to ‚Show‘, the patron’s photo pulled from the Libravatar library will be displayed next to their comment.

The 'Comment' tab in the OPAC, show Your comment, the date of the comment, the comment itself, with an 'Edit' link and the patron's avatar

Other patrons will see the comment with the name of the patron who left the comment (unless you have set the ShowReviewer preference to not show patron names).

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If you have your OpacShowRecentComments set to show then you’ll see the approved comments on that page.

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From this page patrons can subscribe to the recent comments using RSS if they would like.

Zotero

Zotero is a Firefox add on that allows for the saving and generating of a bibliography. Learn more about and download Zotero at http://zotero.org.

Když jste ve výsledcích vyhledávání v OPACu Koha, pokud máte nainstalováno Zotero, uvidíte ikonu složky v adresním řádku vpravo od URL. Kliknutím na tuto složku se otevře seznam titulů na stránce, abyste je mohli přidat do Zotera.

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Vyberte tituly, které chcete přidat do Zotera a poté klepněte na tlačítko ‚OK‘. Tím přidáte tituly do Zotera. Tituly v Zotero můžete vidět, tím že otevřete knihovny Zotero.

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Custom RSS feeds

Using the RSS feeds cron job you can generate an RSS feed for any SQL query (for example a new acquisitions RSS feed). The cron job is run on the command line to produce an RSS XML document.

Výstup by měl být umístěn v adresáři, který je přístupný z OPAC (nebo zze služebního intranetu), takže čtenáři si mohou stáhnout RSS vlákno.

Příklad použití naleznete na misc/cronjobs/rss.pl lastAcquired.conf

Normally the RSS cron job should be run periodically (e.g., daily) to keep the feed up-to-date.

Konfigurační soubor (např. lastAcquired.conf) vypisuje

  • jméno souboru šablony, který se má použít

  • cestu k výstupnímu souboru

  • SQL dotaz

The RSS cron job runs the SQL query, then feeds the output of the query through the template to produce the output file.

Důležité

To use custom RSS feeds you need to turn on the RSS cron job.

OPAC self registration

If you allow it, patrons can register for their own accounts via the OPAC. If you have the PatronSelfRegistration preference set to ‚Allow‘ then patrons will see a link to register below the log in box on the right of the main OPAC page.

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When the patron clicks the ‚Register here‘ link they will be brought to a registration page. The options on the registration page can be controlled by editing the PatronSelfRegistrationBorrowerMandatoryField and the PatronSelfRegistrationBorrowerUnwantedField preferences.

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Once the patron has confirmed submitted their registration they will either be sent an email to confirm their account (if you have the PatronSelfRegistrationVerifyByEmail preference to require this) or presented with their new username and password. If the PatronSelfRegistrationPrefillForm system preference is set to ‚Show and prefill‘, they will be presented with the prefilled login form.

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Patrons registered in this way will not have a cardnumber until assigned one by the library, but will have access to all OPAC functionality immediately. For this reason it is recommended that you:

That way patrons will either have to come in to the library to verify their identity before given a cardnumber and the ability to check items out or the library will have to come up with internal policy on generating cardnumbers before providing them to self registered patrons. Once this is done the library can change the category to one that is more appropriate (be it an adult, resident, non resident, student, etc) and add a cardnumber/barcode.

Your account

If the opacuserlogin system preference is set to ‚Allow‘, patrons can log in and access their account.

Once logged in patrons are brought to their account summary.

If patrons access the home page while logged in, and OPACUserSummary is set to ‚Show‘, they will see a small summary of their account instead of the login fields.

A small box with the number of checkouts, overdues, holds and pending charges has replaced the login fields

From any page on the OPAC, clicking on their name at the top right of the page will bring a patron back to their account.

Resetting your password

If you have the OpacResetPassword system preference set to ‚Allow‘, patrons can reset their password by clicking the ‚Forgot your password?‘ link found under the login box.

Under the login fields, there is a 'Forgot your password' link

Once clicked, they will be presented with a form asking for their username and their email address.

The password recovery form

Varování

Patrons must have an email address on file to reset their password. If they don’t have an email address already in their file, they will get an error message

An error message says No account was found with the provided information. Please contact the library if you need further assistance.

The system will then email the patron instructions for resetting their password.

Confirmation message says You will receive an email shortly. Please click the link in this email to finish the process of resetting your password. This link is valid for 2 days starting now. Return to the main page

The content of the email can be customized with the Notices and slips tool. The code of the letter is PASSWORD_RESET.

Your summary

From the ‚your summary‘ tab, patrons will see all of the items they have checked out with the overdue items highlighted in red.

View of the account summary on the OPAC

If OpacRenewalAllowed set to ‚Allow‘, patrons will be able to renew their checkouts from the OPAC.

If the patron has pending charges exceeding the value set in OPACFineNoRenewals, a note will display explaining that renewals cannot be made.

Warning message saying Please note You cannot renew your books online. Reason: Your fines exceed 1.00.

A note will display if the patron cannot place holds due to their charges exceeding the value set in the maxoutstanding system preference.

Warning message saying Please note Your account has outstanding fees & charges of 12.50. Holds are blocked because your fine balance is over the limit.

If AllowPatronToControlAutoRenewal is set to ‚Allow patrons‘, patrons will be able to choose whether or not they want their checkouts to be renewed automatically. If they choose ‘Yes’, items for which automatic renewal is enabled in the circulation rules will renew as expected. If they choose ‘No’, the automatic renewals that would have applied to this patron’s checkouts will not take place.

An option to update auto-renewal preferences

If you have HTML entered in the OPACMySummaryHTML preference then you will see that to the right of the ‚Fines‘ column.

If your patrons would like to see the items barcodes on their list of checked out items you can set up a patron attribute with the value of SHOW_BCODE and authorized value of YES_NO.

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Then on the patron’s record set the value for SHOW_BCODE to yes.

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Toto přidá sloupec k přehledu výpůjček v OPACu, kde so zobrazí čárové kódy jednotek, které má četnář vypůjčené.

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If you would like your patrons to leave a note on an item they have checked out allowcheckoutnotes preference must be set to allow.

In the patron’s summary of checkouts, there will be an added column to allow the patron to leave a note (for example: missing first page, or DVD is scratched). This note once confirmed by the patron will appear to the staff at the bottom of the staff interface’s home page, and also when the item is checked in.

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If their guarantee has allowed it via their privacy, or alternatively, if the staff is allowed to change this privacy setting in the staff interface with the AllowStaffToSetCheckoutsVisibilityForGuarantor system preference and this setting is turned on, when the guarantor logs in they will see a tab labeled „Relatives‘ checkouts“ on their summary tab.

The Relatives' checkouts tab in a patron's summary page on the OPAC

Kliknutí na záložku „Opožděno“ ukáže pouze jdenotky, které přetáhly výpůjční dobu.

The Overdues tab in a patron's summary page on the OPAC

The ‚Fines‘ tab will show just a total of what the patron owes. Clicking on the total will take them to the ‚your fines‘ tab where they will see a complete breakdown of their fines and bills. If you don’t charge fines at your library you can turn the display of these tabs off by setting the OPACFinesTab preference to ‚Don’t allow.‘

The Charges tab in a patron's summary page on the OPAC

If their guarantee has allowed it via their privacy, or alternatively, if the staff is allowed to change this privacy setting in the staff interface with the AllowStaffToSetFinesVisibilityForGuarantor system preference and this setting is turned on, when the guarantor logs in they will see a tab labeled „Relatives‘ charges“ on their summary tab.

The Relatives' charges tab in a patron's summary page on the OPAC

The ‚Holds‘ tab shows the patron the status of all of the items they have on hold.

The Holds tab in a patron's summary page on the OPAC

Patrons can cancel or suspend (depending on the value of your SuspendHoldsOpac system preference) their own holds if they are not in transit or already waiting for them. When they click ‚Suspend‘ they will be presented with the option to choose a date for their hold to resume.

Suspend hold pop up modal asking until which date to suspend the hold (clear date to suspend indefinitely) and to confirm the suspension

They can also suspend all of their holds indefinitely or until a specific date if they choose by filling in the suspend options at the bottom of the page.

Poznámka

If you have your AutoResumeSuspendedHolds preference set to „Don’t allow“ then you will not have the option to put an end date on the hold suspension

If your library allows recalls, the patron can see the recalls they have requested and their various statuses in the ‚Recalls‘ tab.

The Recalls tab in a patron's summary page on the OPAC

The patron can cancel a recall by clicking the ‚Cancel‘ button, provided that it is not already awaiting pickup.

Patron flags

Pokud máte ` označeno čtenářovo konto <#patronflags>`__, může se vám zobrazit jedna z následujících chybových zpráv v horní části jeho účtu.

  • Karta označená jako ztracená

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  • Adresa čtenáře nejistá

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    • Poznámka

      this error message will not include a link to the update form if you have OPACPatronDetails set to ‚Don’t allow‘

  • Čtenář označen s omezením

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Your fines

If your library charges fines the next tab on the left is ‚your fines‘. Opening this tab will show the patron an entire history of their accounting at the library.

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If you are allowing patrons to pay their fines using PayPal with the EnablePayPalOpacPayments preference there will be checkboxes to the left of each fine with an outstanding amount.

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At the bottom the patron will see the option to pay with PayPal for the items they have checked.

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After paying they will be presented with a confirmation

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And you will see that the fine was paid using PayPal on the staff side.

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Your personal details

If you have your OPACPatronDetails preference set to ‚Allow‘, your patrons will see a form filled in with their contacting information by clicking on the ‚Your personal details‘ tab. You can control what fields patrons see and can modify via the OPAC by setting the PatronSelfModificationBorrowerUnwantedField and PatronSelfModificationMandatoryField preferences.

Personal details tab

Patrons can edit their details in this form and click ‚Submit changes‘ to have their edits sent to the library for review before their record is updated. Staff will see all patrons requesting modification to their record listed below the modules on the main dashboard along with anything else awaiting library attention.

Prompt on staff interface homepage to view patrons requesting modifications

If the OPACPatronDetails preference is set to ‚Don’t allow‘ then patrons will simply see their details and a message stating that they should contact the library for changes.

Your tags

If your library has TagsEnabled set to ‚Allowed‘ then the next tab on the left will be ‚your tags‘. This tab will show patrons all of the tags in the system as a cloud and then all of the tags they have applied in a list format. From here patrons have the ability to remove tags that they have added if they want.

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Change your password

Next, if you have OpacPasswordChange set to ‚Allow‘ the next tab will be ‚change your password,‘ where patrons can change their password for logging into the OPAC. Patrons will be presented with a standard form asking them to enter their old password and then their new password twice.

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Your search history

If you have your EnableOpacSearchHistory preference set to ‚Allow‘ then your patrons can access their search history via the ‚your search history‘ tab.

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Historie vyhledávání je záznam všech vyhledávání provedených čtenářem. Kliknutím na některý z vyhledávacích frází znovu spusťte vyhledávání. Historie vyhledávání může být odstraněna čtenářem kdykoliv klepnutím na tlačítko ‚Smazat historii vyhledávání „, nacházející se v horní části této karty nebo kliknutím na malé červené „X“ hned vedle odkazu „Historie vyhledávání“ v pravém horním rohu OPACu.

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Your checkout history

Depending on your library’s setting for opacreadinghistory your patrons may see the ‚your checkout history‘ tab next. This will show the patron their entire borrowing history unless they have asked the library to not keep that information via the ‚your privacy‘ tab which will appear if you have the OPACPrivacy preference set to ‚Allow.‘

View of the patron's checkout history on the OPAC

Your privacy

The ‚your privacy‘ tab will appear if you have both the opacreadinghistory and the OPACPrivacy preferences set to ‚Allow.‘ This tab will allow the patrons to decide how the library keeps their circulation history data.

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Čtenář si může vybrat ze třech možností:

  • Uchovávat vše: uchová historii výpůjček bez omezení. Toto nastavení je vhodné pro ty uživatele, kteří chtějí sledovat svoji čtenářskou historii.

  • Výchozí: uchová historii výpůjček na základě platné legislativy. Tato možnost je výchozí: knihovna bude uchovávat Vaši čtenářskou historii podle omezení daných platnými zákony.

  • Neuchovávat nic: historie výpůjček bude okamžitě mazána. Toto nastavení způsobí smazání všech záznamů o výpůjčce ihned po vrácení.

Depending on the patron’s suggestions the contents of the ‚Your reading history‘ tab and the ‚Circulation History‘ tab in the staff client may change.

Bez ohledu na volbu čtenáře, mohou odstranit svou historii výpůjček hromadně kdykoliv klepnutím na tlačítko ‚Okamžité smazání „.

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Kliknutím na toto tlačítko se neodstraní položky, které jsou v současné době vypůjčeny, ale vymaže minulost předchozích výpůjček čtenáře.

Důležité

In order for the patron to be able to delete their reading history you must have the AnonymousPatron preference set.

If you’re allowing guarantees to grand permission to their guarantors to view their current checkouts with the AllowPatronToSetCheckoutsVisibilityForGuarantor preference they will see that option on this screen.

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When the guarantor logs in they will see a tab labeled „Relatives‘ checkouts“ on their summary tab.

The Relatives' checkouts tab in a patron's summary page on the OPAC

Your holds history

If the OPACHoldsHistory system preference is set to ‚Allow‘, patrons will be able to see all their current and past holds.

Screenshot of the holds history table in the patron's account on the OPAC.

Your purchase suggestions

If your library allows patrons to make purchase suggestions the next tab will show all suggestions that the patron made to the library and their statuses. To disable this tab and the suggestion functionality set the suggestion preference to ‚Don’t allow.‘

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If you have OPACViewOthersSuggestions set to ‚Show‘ then patrons will be able to search suggestions from the top of this list.

Your messaging

If your library has the EnhancedMessagingPreferences and the EnhancedMessagingPreferencesOPAC preferences set to ‚Allow‘ then your patrons will be able to choose which messages they receive from the library (with the exception of overdue notices which the library controls).

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If you use an outside driver for sending text messages set with the SMSSendDriver preference, you will see an additional column to receive these messages as SMS (or text messages) and a field for a cell (or SMS) number.

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If you are using the Email protocol for sending text messages set with the SMSSendDriver preference, you will see an additional column to receive these messages as SMS (or text messages), a field for a cell (or SMS) number, and a pull down listing cellular providers entered in administration.

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If you are using the Itiva Talking Tech service you will see an additional column to receive these messages via Phone.

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  • Tato oznámení jsou:

    • 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.

If the TranslateNotices preference is set to Allow the patron will also see an option to choose ‚Preferred language for notices‘ with a dropdown list of available languages.

Důležité

You must choose a delivery method (SMS or email or phone) along with ‚Digest only?‘ if you would like to receive a digest of the messages.

Your lists

If your library has the virtualshelves set to ‚Allow‘ they will see the ‚your lists‘ tab. From here your patrons can review public lists and create or edit their own private lists.

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Ask for a discharge

If you have enabled the useDischarge preference then patrons will be able to request a discharge via the OPAC.

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From here patrons can request a discharge

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And will receive confirmation of their request.

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Your routing lists

If you are named as a recipient on any serial routing lists you will see them listed here. The following note is displayed „You are subscribed to the routing lists for following serial titles. If you wish to make changes, please contact the library“.

Your interlibrary loan requests

If your library has the ILLModule preference set to ‘Enable’ patrons will have the option to make ILL requests when logged in to their OPAC account. From here they can view their existing requests and place new ones.

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To place a new interlibrary loan request click on ‘Create a new request’ and choose a request form.

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Poznámka

The options displayed are dependent on your ILL configuration. See the ILL backends wiki page at https://wiki.koha-community.org/wiki/ILL_backends further explanation.

Poznámka

If you have entered copyright text in the ILLModuleCopyrightClearance preference the text displays here and you need to click ‘Yes’ to accept before continuing.

Complete the publication details as fully as possible. Depending on the form in use you may see the option to add Custom fields for additional information such as notes. Destination branch is a required field, this is the branch you would like the request to be sent to.

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Click on ‚Create‘ to submit your request to the library for processing.

Your submitted request will be listed with a status of ‘New request’. Once processed the status will be updated to ‘Requested’.

Click on ‘View’ to make changes or cancel your request.

You cannot edit the form details but you can add a note to request a modification and then click on ‘Submit modifications’ at the bottom of the screen. Your modification will be sent to the library for processing.

For new requests you will also have the option to ‘Request cancellation’. Your request will be updated with the status ‘Cancellation requested’ and can then be removed by library staff.

Your recalls history

If your library allows recalls, the patron can see all their past and current recalls they have requested and their various statuses in the ‚your recalls history‘ tab.

The Recalls history page in a patron's account in the OPAC

The patron can cancel a recall by clicking the ‚Cancel‘ button, provided that it is not already awaiting pickup.

Curbside pickups

If your library offers curbside pickup, the patron will be able to see their scheduled pickups under ‚Curbside pickups‘.

The 'Curbside pickups' tab in the patron's account in the OPAC, shows a 'Your pickups' tab, with one scheduled pickup with the library, the date and time, notes and action buttons (Alert staff of your arrival and Cancel this pickup)

The patron has the option to indicate that they are outside the library by clicking ‚Alert staff of your arrival‘.

The patron also has the option to cancel their scheduled pickup with the ‚Cancel this pickup‘ button.

If the ‚Patron-scheduled pickup‘ setting is turned on in the curbside pickup configuration, the patron will be able to schedule their own curbside pickup appointment.

The 'Curbside pickups' tab in the patron's account in the OPAC, shows a 'Schedule a pickup' tab, with a drop-down to choose the library

  • The patron must first choose a library at which they want to pick up their items

    Poznámka

    Only libraries with curbside pickup enabled will be displayed in the drop-down menu.

    Furthermore, if the ‚Enable for waiting holds only‘ setting is turned on, only the libraries at which the patron has waiting holds will be enabled.

  • The patron must then choose a date

    Poznámka

    Only dates with available time slots will be displayed.

  • The possible pickup times will be displayed, depending on the day of the week

    The 'Curbside pickups' tab in the patron's account in the OPAC, shows a 'Schedule a pickup' tab, a library is chosen in the library drop-down, a date is selected in the date field, all the time slots for that day are displayed and one is chosen in green, one is greyed out

    Poznámka

    The number in parentheses under each time slot is the number of available appointments for that time. If the maximum number of appointments has been reached, based on the ‚Maximum patrons per interval‘ setting in the curbside pickup configuration, the time slot will be greyed out and the patron will not be able to select it.

  • The patron can optionally add a note about their pickup

  • The patron must then click ‚Schedule pickup‘ to save their appointment

Purchase suggestions

If your library has the suggestion preference set to ‚Allow‘, patrons will have the option to make purchase suggestions in several areas in the OPAC.

If you are allowing everyone to see the purchase suggestions made by others with the OPACViewOthersSuggestions preference, there will be a link at the top of your OPAC under the search box.

A link labeled 'Purchase suggestions' appears under the search bar on the main page of the OPAC

Je tam odkaz, pokud čtenář nic nenalezl.

A message reading 'Not finding what you're looking for? Make a purchase suggestion', there is a link under the words 'purchase suggestion'

There will be a ‚Suggest for purchase‘ option in the detailed view of a bibliographic record.

List of options: Place hold, Place recall, Print, Request article, Save to your lists, Add to your cart, Suggest for purchase, Save record, More searches

And there will be a link in the Your purchase suggestions tab in the patron’s account.

There is a link 'New purchase suggestion' under the title of the page

Kliknutím na některý z těchto odkazů se otevře formulář pro návrh nákupu.

New purchase suggestion form

Once the form is submitted the purchase suggestion will appear in the acquisitions module for the librarians to manage.

If a purchase suggestion has been ordered through the acquisitions module, the patron’s purchase suggestion title will be clickable and bring the patron directly to the ordered record in the OPAC.

Libraries

The ‚Libraries‘ page shows the contact information (address lines, city, state, zip/postal code, country, phone number, fax number, website) for libraries in the system that are set as ‚Public‘.

Libraries page in the opac

The library name is a link to a specific page for this library. This second page also includes ‚OpacLibraryInfo‘ HTML customizations for this library.

Library-specific page for a Test library, showing the address lines, city, state, zip/postal code, country, phone, fax, website, and OpacLibraryInfo HTML customization