संरक्षक

Before importing or adding patrons be sure to set up your patron categories.

एक नए संरक्षक जोड़ें:

संरक्षक 'संरक्षक' मॉड्यूल के लिए जा रहा द्वारा जोड़ा जाता है।

  • Get there: Patrons

वहाँ एक बार जब आप एक नया संरक्षक जोड़ सकते हैं.

  • क्लिक करें 'नई संरक्षक'

    Drop down of patron categories when adding a new patron

टिप्पणी

The fields that appear on the patron add form can be controlled by editing the BorrowerUnwantedField system preference.

टिप्पणी

Required fields are defined in the BorrowerMandatoryField system preference

  • First, enter the identifying information regarding your patron

    'Patron identity' section of the patron form

    • 'Salutation' is populated by the BorrowersTitles system preference

      टिप्पणी

      If you'd like to prevent full names from printing on slips 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.

      उदाहरण के लिए:

      Firstname: Nicole C.
      Surname: Engard
      Initials: NCE
      

      फिर पर्ची पर आप इसे प्रिंट कर सकते हैं <<borrowers.initials>> बजाय पूरा नाम (एनसीई).

      या आप कुछ इस तरह कर सकता है:

      Firstname: Nicole
      Surname: Engard
      Initials: E
      

      फिर पर्ची पर आप इसे प्रिंट कर सकते हैं <<borrowers.initials>>, <<borrowers.firstname>> बजाय पूरा नाम (ई, निकोल).

  • If this patron is a child, you will be asked to attach the child patron to an adult patron (guarantor)

    'Patron guarantor' and 'Non-patron guarantor' sections of the patron form

    टिप्पणी

    Guarantors can only be attached to patrons whose category has 'Can be guarantee' set to 'Yes'.

    • If the guarantor is a patron of the library, click 'Add guarantor' to search your system for an existing patron

      Search for patron pop up window

    • Click 'Select' to choose the patron

      List of results from the patron search when searching for a guarantor

    • The relationships are set using the borrowerRelationship system preference

      Patron guarantor section of the add new patron form with a patron selected as guarantor, the Relationship drop down menu is open, the options are father and mother

      टिप्पणी

      It is possible to add more than one guarantor to a patron account (both parents for example).

    • If the guarantor is not a patron, you can still add their information in the 'Non-patron guarantor' section.

  • Next enter the main address and contact information

    Main address section of the add new patron form

    टिप्पणी

    The street type drop-down menu is populated by the ROADTYPE authorized values

    The Contact information section of the new patron form

    • For contact information, note that the primary phone number and primary email address 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.

    • The 'Main contact method' can be used in reports and for staff to know which method to use first when trying to contact the patron.

  • You can also record an alternate address for each patron. This could be used in an academic setting to store the patron's home address for example.

    'Alternate address' section of the patron form

  • Each patron can have an alternate contact. An alternate contact could be a parent or guardian, for example.

    'Alternate contact' section of the patron form

  • पुस्तकालय प्रबंधन अनुभाग शामिल मूल्यों है कि पुस्तकालय के भीतर उपयोग किया जाता है

    'Library management' section of the patron form

    • The card number field is automatically calculated if you have the autoMemberNum system preference set that way

      टिप्पणी

      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.

    • अगर आप गलती से शुरुआत में गलत संरक्षक श्रेणी चुना है, तो आप पाएंगे कि यहां ठीक कर सकते हैं

    • 1 और 2 क्रमबद्ध अपने पुस्तकालय के भीतर सांख्यिकीय प्रयोजनों के लिए उपयोग किया जाता है

    • 'Allow auto-renewal of items' is used to control whether this patron’s checkouts will be renewed according to the circulation rules. If set to ‘Yes’, items for which automatic renewal is enabled in the circulation rules will be automatically renewed. This requires the automatic_renewal cronjob to run daily. If set to ‘No’, items for which automatic renewal is enabled in the circulation rules will not be automatically renewed.

    • 'Check for previous checkouts' is used to set the patron's personal preference regarding checking their circulation history to see if they have borrowed This item in the past. This overrides the setting of the patron category and of the CheckPrevCheckout system preference.

  • Next, the library set-up section includes additional library settings

    'Library set-up' and 'OPAC/Staff login' sections of the patron form

    • पंजीकरण की तारीख स्वचालित रूप से आज की तारीख के साथ में भरा जाएगा

    • The expiry date will automatically be calculated based on your patron category settings

    • The OPAC note is a note for the patron, it will appear in the patron's online account on the OPAC

      'Messages for you' box in the patron's online account with a note saying 'This is an OPAC note'

      टिप्पणी

      See also OPAC messages

    • 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

      Circulation note appearing in red to the right of the checkout box

  • The 'OPAC/Staff interface login' section asks for the username and password to be used by the patron (or staff member) to log into their account in the OPAC and for staff to log in to the staff interface.

    • Staff will only be able to use this login information to log in to the staff interface if they have at least the catalogue permission.

  • If you have enabled the housebound module (with the HouseboundModule system preference), you will be able to choose a housebound role for this patron.

    'Housebound roles' section of the patron form

  • If you have set additional patron attributes in the administration module, these will appear next

    'Additional attributes' section of the patron form, there is one attribute called 'Department' with a drop-down menu, a subheading 'Additional ID', with another attribute called 'Employee #'

  • Finally, if you have the EnhancedMessagingPreferences system preference set to 'allow,' you can choose the messaging preferences for this patron.

    'Patron messaging preferences' section of the patron form

    See the definition of each notice in the advance notices and hold notices section

    चेतावनी

    ये वरीयताएं आपके द्वारा सेट किए गए किसी भी ओवरराइड को ओवरराइड कर देंगी संरक्षक श्रेणियां

    चेतावनी

    These preferences can be altered by the patron via the OPAC if the EnhancedMessagingPreferencesOPAC system preference is set to 'show'.

  • समाप्त होने पर, क्लिक करें 'सहेजें'

यदि यह प्रणाली संदिग्धों इस संरक्षक एक और यह तुम्हें चेतावनी देगा का डुप्लिकेट है.

'Duplicate patron record' warning with options to view existing patron record, to edit existing record or to save as new record

टिप्पणी

See the PatronDuplicateMatchingAddFIelds system preference to see or change which fields are used to detect duplicate patrons. The default is the surname, the firstname and the date of birth.

आप संरक्षक वर्ग पर एक न्यूनतम या अधिकतम आयु सीमा निर्धारित किया है और आवश्यकता है कि जन्म तिथि में भरे जाने हैं, कोहा चेतावनी देना होगा यदि आप संरक्षक जोड़ रहे हैं बहुत पुराना या संरक्षक श्रेणी आपने चुना है के लिए युवा है:

Warning 'The following fields are wrong. Please fix them. Patron's age is incorrect for their category. Ages allowed are 5-17.'

If the patron's category has an enrollment fee, the fee will be charged to the patron's account when the account is created. You can then manage the charge in the patron's accounting tab.

Quick add a patron

If your circulation desk is very busy and you want to register patron quickly, you can use the 'quick add' feature. It's a shortened version of the add patron form with only a couple of necessary fields to fill out.

This feature uses two system preferences: BorrowerMandatoryField and PatronQuickAddFields. These are the two system preferences that control which fields are in the quick add form.

To quick add a patron, go to the Patrons module

  • Get there: Patrons

Click on the 'Quick add new patron' button.

You will be asked to choose a patron category.

Then, you will be presented with a shortened form.

Add patron

Once the form is filled out, click on 'Save'.

If you need to access the full form, you can click on 'Show full form' above the 'Save' button.

Add a staff patron

All staff members must be entered into Koha as patrons of the 'Staff' type. Follow the steps in Add a Patron to add a staff member. To give the staff member permissions to access the staff client, follow the steps in patron permissions

महत्वपूर्ण

इन कर्मचारियों को ग्राहक में लॉग इन करने के लिए इस्तेमाल किया जाएगा के बाद से अपने कर्मचारियों को सुरक्षित उपयोगकर्ता नाम और पासवर्ड आवंटित करने के लिए याद रखें।

Add a statistical patron

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 set up for your statistical patron.

|छवि420|

Next, you will need to create a new patron of the statistical type.

Add statistical patron

Next, follow the steps put forth in the 'Add a new patron' 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 section of this manual.

Duplicate a patron

कभी कभी जब आप अपने सिस्टम के लिए एक नया परिवार जोड़ रहे हैं आप और अधिक से अधिक संपर्क जानकारी टाइप करने के लिए नहीं करना चाहती। Koha आप एक संरक्षक नकल के लिए करने के लिए और करने के लिए केवल भागों आप चाहते हैं बदल (या करने की जरूरत है) परिवर्तन की अनुमति देता है।

  • संरक्षक आप अपने बेस (संरक्षक आप से जानकारी नकल करना चाहते हैं) के रूप में उपयोग करना चाहते खोलें

  • उनके रिकॉर्ड के शीर्ष पर 'डुप्लीकेट' बटन पर क्लिक करें

    Row of action buttons at the top of the patron's detail page: Edit, Add guarantee, Change password, Duplicate, Print, Search to hold, Add message, Schedule pickup, and More

  • प्रथम नाम, कार्ड नंबर, यूज़रनेम और पासवर्ड के अपवाद के साथ क्षेत्रों की सभी दोहराया गया है। लापता टुकड़े में भरें और क्लिक करें 'बचाने'

    Duplicate patron

    • नोट

      एक क्षेत्र है कि पहले से ही डेटा पॉप्यूलेट होती है में क्लिक करके सभी जानकारी की है कि क्षेत्र में साफ हो जाएगा (कुछ अलग करने में यह आसान के लिए आप टाइप करने के लिए कर रही है)

  • आप अपने नए संरक्षक के लिए लाया जाएगा

    Duplicated patron

Add patron images

If you would like you can add patron images to help identify patrons. To enable this feature you must first set the patronimages preference to 'Allow'.

वरीयता 'अनुमति' के लिए सेट है, तो आप संरक्षक के नाम के तहत एक प्लेसहोल्डर छवि देखेंगे और बुनियादी संपर्क जानकारी के नीचे एक संरक्षक छवि अपलोड करने के लिए बॉक्स।

|छवि425|

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.

|छवि426|

महत्वपूर्ण

चित्र अपलोड के आकार पर 100K की एक सीमा होती है और यह सिफारिश की है कि छवि 200x300 पिक्सल हो, लेकिन छोटे छवियों के रूप में अच्छी तरह से काम करेगा.

Editing patrons

Koha में संरक्षक कई बटन संपादित में से एक का उपयोग कर संपादित किया जा सकता है।

  • पूरे संरक्षक रिकॉर्ड को संपादित करने के लिए बस संरक्षक रिकार्ड के शीर्ष पर 'संपादन' बटन पर क्लिक करें।

    Row of action buttons at the top of the patron's detail page: Edit, Add guarantee, Change password, Duplicate, Print, Search to hold, Add message, Schedule pickup, and More

  • 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.

    |छवि428|

    • Koha cannot display existing passwords as they are encrypted in the database. Leave the field blank to leave password unchanged.

    • यदि आप लिंक लेबल क्लिक करें यह फार्म स्वचालित रूप से एक यादृच्छिक पासवर्ड उत्पन्न कर सकते हैं "एक बेतरतीब ढंग से उत्पन्न सुझाव के साथ भरने के लिए क्लिक करें। पासवर्ड के रूप में पाठ। प्रदर्शित किया जाएगा"

    • Changing the password through this form will also update the password expiry date, as set in the patron category.

  • Only staff members with 'superlibrarian' permissions can see and change the password expiry date manually. This date can be changed by clicking the 'Edit' button at the top of the patron's record, or the 'Edit' button next to the 'Library use' section.

  • To edit a specific section of the patron record (for example the 'Library use' section) click the 'Edit' button beside the section.

    |छवि429|

  • A patron image can be added by browsing for the image on your machine from the 'Manage patron image' section.

    |छवि430|

    • This form will not appear if you have the patronimages system preference to not allow patron images.

    • To add patron images in bulk, use the Upload patron images tool.

  • Patrons can also be blocked from checking items out by setting Patron flags

    |छवि431|

    • 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

      |छवि432|

    • 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

      |छवि433|

    • आप एक मैनुअल प्रतिबंध जोड़ सकते हैं यदि आप पुस्तकालय से एक संरक्षक रोक करना चाहते हैं

      |छवि434|

    • आप एक तारीख और / या टिप्पणी प्रतिबंध से संबंधित में दर्ज करते हैं आप प्रतिबंधित संदेश में कि वहाँ के रूप में अच्छी तरह से होगा

      |छवि435|

  • Children patrons do not become adults automatically in Koha unless you have the Update patron categories cron job running. To upgrade a child patron to and adult patron category manually go to the 'More' menu and choose 'Update child to adult patron'

    |छवि436|

    • फिर आप एक पॉप अप विंडो पूछ अपने वयस्क संरक्षक श्रेणियों में से एक इस बच्चे को अद्यतन किया जाना चाहिए जिसके साथ प्रस्तुत किया जाएगा

      |छवि437|

Renew patron account

When renewing a patron account you can either edit the the expiry date manually in the patron record or use the 'Renew patron' option from the More menu in the toolbar at the top.

image1393

Using the latter the new expiry date will be calculated using the enrollment period configured for the patron category of the user. The system preference BorrowerRenewalPeriodBase determines if the new expiry date will be calculated from the current date or from the old expiry date.

One advantage of using the 'Renew patron' option is that it will be logged as a membership renewal in the action_logs table and be visible as such when using the Log viewer or the Modificaton log from the patron account.

The renewal date of the patron account will be visible on the details tab.

image1392

If the patron is in a patron category with a membership fee, the charge will also be added upon renewal. You can then manage the charge in the patron's accounting tab.

Deleting a patron account

From the 'More' drop-down, the patron account can be deleted.

image1469

There will be an alert if the patron has checkouts, holds, fines or credits.

  • If a patron has current checkouts, the deletion will not be possible.

    image1470

  • If a patron has outstanding fines, the deletion will not be possible.

    image1468

  • If a patron has unused credits, the option to delete the patron is possible but there will be a warning.

    image1471

  • If a patron has existing holds on their account, the option to delete the patron is possible. The hold will be cancelled and moved to the old reserves table.

    image1462

Managing patron self edits

If you are allowing patrons to edit their accounts via the OPAC with the 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).

|छवि438|

नोट

सुपर पुस्तकालय किसी भी शाखा के लिए संशोधनों को देखेंगे, अन्य स्टाफ केवल संरक्षक जो शाखा में अपने प्रवेश के लिए संबंधित के लिए संशोधनों को देखेंगे।

आप लिंक 'संशोधनों का अनुरोध संरक्षक' पर क्लिक करें जब आप का अनुरोध परिवर्तन के साथ संरक्षक की एक सूची के लिए लाया जाएगा।

|छवि439|

यहाँ से आप 'स्वीकृत' कर सकते हैं और संरक्षक रिकॉर्ड, 'हटाएँ' और परिवर्तन को हटाने या 'पर ध्यान न दें' और परिवर्तनों की समीक्षा करने के बाद में लंबित रखने के लिए परिवर्तन लागू करें।

आप बटन के अधिकार के लिए 'संरक्षक विवरण' लिंक पर क्लिक कर सकते हैं आप पूरे संरक्षक रिकॉर्ड देखने के लिए करना चाहते हैं। यह एक नए टैब में खुल जाएगा।

Merging patron records

If you accidentally end up with one patron with two cards it is possible to merge their records together so that you don't lose their loan history or holds.

  • In the patron list, check the boxes next to the records you want to merge and click on the 'Merge selected patrons' button.

image1326

नोट

It is possible to merge more than two records at a time.

  • Select the patron record you want to keep

    image1327

  • If necessary, click the 'Compare patrons' button to see the differences between the different accounts.

    The compare screen shows both patron files next to each other with differences highlighted

  • Click the 'Merge patrons' button.

The checkouts and statistics will be transferred to the right record and the other one will be deleted.

image1328

Patron permissions

Patron permissions are used to allow staff members access to the staff client.

महत्वपूर्ण

एक स्टाफ सदस्य 'सूची' अनुमतियों को जो उन्हें स्टाफ इंटरफेस देखने के लिए अनुमति (बहुत कम से कम) स्टाफ इंटरफेस वे होनी चाहिए में लॉग इन करने के लिए आदेश में।

Setting patron permissions

  • On the patron record click 'More' and choose 'Set permissions' to alter patron permissions

    |छवि440|

  • You will be presented with a list of preferences, some of which can be expanded by clicking the 'Show details' link on the right title.

    |छवि441|

  • In all cases, if the parent permission is checked, the user has all the child permissions. If you want to set permissions on a more granular level, expand the section and only check the permissions you want that user to have.

Patron permissions defined

  • Access to all librarian functions (superlibrarian)

    नोट

    इस के साथ चयनित किसी अन्य अनुमतियों को चुनने के लिए कोई जरूरत नहीं है

  • Check out and check in items (circulate)

    • Remaining circulation permissions (circulate_remaining_permissions)

      • This permission grants all circulation rights except those covered by permissions listed below

    • Force checkout if a limitation exists (force_checkout)

      • With this permission a staff member will be allowed to override a check out restriction in the following cases:

        • उम्र प्रतिबन्ध

        • यह आइटम एक और संरक्षक को जारी हैं

        • यह आइटम ऋण के लिए नहीं है

        • संरक्षक के पास अतिदेय आइटम है

        • आइटम खोया

        • यह आइटम उच्च मांग आइटम हैं

        • यह आइटम एक होल्ड पर है

    • Mark checkout notes as seen/not seen (manage_checkout_notes)

      • The permission to manage the checkout notes written by users

        through the OPAC

    • Manage curbside pickups (manage_curbside_pickups)

      • The permission to manage patron curbside pickup appointments

    • Manage restrictions for accounts (manage_restrictions)

      • एक प्रतिबंध यह है कि संरक्षक के रिकार्ड पर हो सकता है उठाने के लिए स्टाफ के सदस्य के लिए अनुदान की अनुमति

    • Execute overdue items report (overdues_report)

      • संचालन के तहत पाया बकाया रिपोर्ट चलाने के लिए अनुमति

    • Override blocked renewals (override_renewals)

      • With this permission, a staff member can override renewals if there is a restriction

      • कर्मचारियों सदस्य की भी आवश्यकता है circulate_remaining_permissions

  • Staff access, allows viewing the catalogue in staff client (catalogue) Required for staff login.

    महत्वपूर्ण

    Must be given to all staff members to allow them to login to the staff interface

  • Manage Koha system settings (Administration panel) (parameters)

    • Manage account debit and credit types (manage_accounts)

    • Manage additional fields for baskets or subscriptions (manage_additional _fields)

      • This gives access to the additional fields section

      • महत्वपूर्ण

        This permission requires that the staff member also have the 'Edit an existing subscription' permission from the 'Manage serial subscriptions' section and the 'Manage basket and order lines' permission from the 'Acquisition and/or suggestion management' section

    • Manage audio alerts (manage_audio_alerts)

      • The ability to access the audio alerts configuration in the administration module.

    • Manage authorized value categories and authorised values (manage_auth_ values)

      • The ability to access the auhorized values configuration in the administration module.

    • Manage circulation rules (manage_circ_rules)

    • Manage circulation rules form any library (manage_circ_rules_from_ any_libraries)

      • If not set the logged in user can only edit circulation rules from their own library

      • The staff member still has to have the 'Manage circulation rules' permission above.

    • Manage cities and towns (manage_cities)

      • The ability to access the cities and towns configuration in the administration module.

    • Manage classification sources and filing rules (manage_classifications)

    • Manage column configuration (manage_column_config)

    • Manage curbside pickups (manage_curbside_pickups)

    • Manage Did you mean? configuration (manage_didyoumean)

      • The ability to access the Did you mean? configuration in the administration module.

    • Manage item circulation alerts (manage_item_circ_alerts)

    • Manage item search fields (manage_item_search_fields)

      • The ability to access the item search fields configuration in the administration module.

    • Manage item types (manage_itemtypes)

      • The ability to access the item types configuration in the administration module.

    • Manage keyboard shortcuts for the advanced cataloging editor (manage_ keyboard_shortcuts)

      • The ability to access the keyboard shortcuts configuration in the administration module

    • Manage libraries and library groups (manage_libraries)

    • Manage Mana KB content sharing (manage_mana)

    • Manage MARC bibliographic and authority frameworks and test them (manage_marc_frameworks)

    • The ability to access the MARC bibliographic framework, authority types, Koha to MARC mapping, and MARC Bibliographic framework test configuration areas in the administration module.

    • Manage record matching rules (manage_matching_rules)

    • Manage OAI sets (manage_oai_sets)

      • The ability to access the OAI sets configuration in the administration module.

    • Manage extended patron attributes (manage_patron_attributes)

    • Manage patron categories (manage_patron_categories)

      • The ability to access the Patron categories configuration in the administration module.

    • Manage search engine configuration (manage_search_engine_config)

      • The ability to access the Search engine configuration in the administration module. Note: This area will only be visible when the SearchEngine system preference is set to 'Elasticsearch'.

    • Manage Z39.50 and SRU server configuration (manage_search_targets)

      • The ability to access the Z39.50/SRU servers configuration in the administration module.

    • Manage SMS cellular providers (manage_sms_providers)

      • The ability to access the SMS cellular providers configuration in the administration module. Note: This area will only be visible when the SMSSendDriver system preference is set to 'Email'.

    • Manage global system preferences (manage_sysprefs)

    • Manage library transfer limits and transport cost matrix (manage_transfers)

    • Manage usage statistics settings (manage_usage_stats)

    • Remaining system parameters permissions (parameters_remaining_permissions)

      • The ability to access all remaining areas in the administration module.

  • Add, modify and view patron information (borrowers)

    • Add, modify and view patron information (edit_borrowers)

      • The ability to access the Patrons module to view patron files, as well as adding new patrons and editing patron files

    • View patron information from any libraries (view_borrower_infos_from_any_libraries)

    • If not set the logged in user will only be able to access patron information from their own library or group of libraries.

  • Set user permissions (permissions)

    • The ability to set permissions for other staff members

  • Place and modify holds for patrons (reserveforothers)

    • Modify holds priority (modify_holds_priority)

      • Allows staff members to alter the holds priority (moving patrons up and down the queue)

    • Place holds for patrons (place_holds)

      • Allows staff members to place holds in the staff interface

  • Edit catalog (Modify bibliographic/holdings data) (editcatalogue)

    • Use the advanced cataloging editor (advanced_editor)

      • Grants the ability to use the advanced cataloging editor in the cataloging module

      • नोट

        Staff members with this permission need to also have the 'Edit catalog (Modify bibliographic/holdings data)' permission

    • Delete all items at once (delete_all_items)

      • का उपयोग करने के लिए सूचीबद्ध करने में विकल्प 'संपादन' मेनू के नीचे पाया 'सभी आइटम हटाएं' की क्षमता

    • Edit catalog (Modify bibliographic/holdings data) (edit_catalogue)

      • के माध्यम से सभी कैटलॉगिंग कार्यों तक पहुंचने की क्षमता Cataloging पृष्ठ

    • Edit items (edit_items)

      • बनाने की क्षमता :ref:`आइटम/होल्डिंग्स रिकॉर्ड में संपादन <editing-items-label> `, लेकिन ग्रंथसूची रिकॉर्ड नहीं

    • Limit item modification to subfields defined in the SubfieldsToAllowForRestrictedEditing system preference (edit_items_restricted)

      • If checked, the staff member will only be able to modify some item subfields

      • नोट

        Please note that the 'Edit items' permission is still required

    • Fast cataloging (fast_cataloging)

    • Create, update and delete item editor templates owned by others (manage_item_editor_templates)

    • Create, update and delete item groups, add or remove items from an item group (manage_item_groups)

  • Manage patrons fines and fees (updatecharges)

    • Discount debits for patrons (discount)

      • Grant the ability to apply discounts to charges

    • Payout credits to patrons (payout)

      • Grant the ability to reimburse credits to patrons

    • Refund payments to patrons (refund)

      • Grant the ability to refund payments that patrons have already made to the library

    • Remaining permissions for managing fines and fees (remaining_permissions)

      • Grant the ability to manage fines and fees other than the actions described in the other sub-permissions (discounts, payouts, refunds and writeoffs)

    • Write off fines and fees (writeoff)

      • Grants the ability to write off patron fees

  • Acquisition management (acquisition)

    चेतावनी

    All the acquisitions sub-permissions give access to the acquisitions home page. That means that staff who have one or more of the following permissions will be able to view the budgets, search and view vendor information, and view invoices.

    • Add and delete funds (but can't modify funds) (budget_add_del)

      • Grants the ability to add funds and delete funds within a budget

      • Note that the budget_manage and budget_modify permissions are required for this one to work correctly

    • Manage funds (budget_manage)

      • Grants the ability to access the fund administration page

      • Note that this only gives viewing access to the page, you will need to give your staff budget_add_del and budget_modify if you want them to be able to make changes to the funds

    • Manage all funds (budget_manage_all)

      • Grants viewing access to all funds regardless of restrictions on them (owner, user or library restrictions)

      • Note that the budget_manage permission is required

    • Modify funds (can't create lines, but can modify existing ones) (budget_modify)

      • Grants the ability to edit fund information and amounts

      • Note that the budget_add_del and budget_manage permissions are required for this one to work correctly

    • Manage contracts (contracts_manage)

    • Manage currencies and exchange rates (currencies_manage)

    • Delete baskets (delete_baskets)

      • Grants the ability to delete baskets

      • The staff member must also have the order_manage permission to be able to view the baskets in order to delete them.

    • Delete invoices (delete_invoices)

      • Grants the ability to delete invoices

    • Manage EDIFACT transmissions (edi_manage)

    • Edit invoices (edit_invoices)

      • Grants the ability to edit invoices (modify invoice information such as the invoice number, billing or shipping date, add adjustments, etc.)

      • The staff member will not be able to receive orders against an invoice unless they have the order_receive permission as well

    • Manage basket groups (group_manage)

    • Merge invoices (merge_invoices)

    • Manage baskets and order lines (order_manage)

      • Grants the ability to place orders, including creating baskets, adding order lines, closing baskets, etc.

    • Manage all baskets and order lines, regardless of restrictions on them (order_manage_all)

      • Grants the ability to manage all baskets and orders even if they are restricted to the owner, users or library

      • Note that the order_manage permission is required

    • Receive orders and manage shipments (order_receive)

      • Grants the ability to create invoices, receive items and claim late orders

    • Manage budgets (period_manage)

      • Grants access to the budget administration page and the ability to create, edit and delete budgets

      • This permission does not give the ability to edit budget funds.

    • Manage budget plannings (planning_manage)

      • Grants the ability to view budget planning

      • Note that the budget_manage and the period_manage permissions are required for this one to work

    • Reopen closed invoices (reopen_closed_invoices)

      • Grants the ability to reopen closed invoices

    • Manage vendors (vendors_manage)

  • Suggestions management

  • Manage the electronic resources module (erm)

    • This permission serves two purposes

      • Gives library staff access to ERM records (Agreements, Licenses, eHoldings etc.)

      • Library staff MUST have this permission in order to be attached as Agreement and License Users on Agreement and License records

  • Use all tools (tools)

  • Edit authorities (editauthorities)

    • Grants the ability to create, edit and delete authority records

    • Note that it is possible to search authority records with only the catalogue permission

  • Manage serial subscriptions (serials)

    • Check the expiration of a serial (check_expiration)

    • Gives ability to check the expiration date of serials

    • Claim missing serials (claim_serials)

    • Create a new subscription (create_subscription)

    • Delete an existing subscription (delete_subscription)

      • Gives the ability to delete serial subscriptions

    • Edit an existing subscription (edit_subscription)

      • Gives the ability to edit existing serial subscriptions

      • यह अनुमति हटाने के लिए या एक सदस्यता बनाने की क्षमता शामिल नहीं है

    • Serials receiving (receive_serials)

    • Renew a subscription (renew_subscription)

    • Routing (routing)

    • Manage subscriptions from any branch (superserials)

  • Allow access to the reports module (reports)

    • Reports found on the Circulation page are not controlled by this permission; this only controls access to the :ref:Reports module <reports-label>`

    • Reports in the Statistics wizard section and the other reports on the main reports page can be run with any one of the following permissions. They only affect the SQL reports.

    • Create SQL reports (create_reports)

    • Delete SQL reports (delete_reports)

      • The ability to delete saved SQL reports

      • Note that you need execute_reports in order to be able to delete them

    • Execute SQL reports (execute_reports)

  • Allow staff members to modify permissions for other staff members (staffaccess)

    • This permission requires the borrowers permission above

  • Course reserves (coursereserves)

  • Koha plugins (plugins)

    • Configure plugins (configure)

      • Gives the ability to run the 'configure' section of a plugin if it has one

      • Note that the staff member needs either the report permission or the tool permission (below) in order to be able to access the plugins

    • Manage plugins (manage)

      • प्लगइन्स की स्थापित या स्थापना रद्द करने की क्षमता

      • Note that the staff member needs either the report permission or the tool permission (below) in order to be able to access the plugins

    • Use report plugins (report)

      • रिपोर्ट प्लग इन का उपयोग करने की क्षमता

    • Use tool plugins (tool)

      • उपकरण प्लगइन का उपयोग करने की क्षमता

  • Lists (lists)

    महत्वपूर्ण

    सभी कर्मचारियों को बनाने के लिए और अपने स्वयं सूचियों को संशोधित करने की अनुमति है, यह अनुमति केवल आवश्यक है आप सार्वजनिक सूची है कि वे नहीं बनाया है को नष्ट करने के लिए एक स्टाफ सदस्य की अनुमति देने के लिए चाहते हैं।

    • Delete public lists (delete_public_lists)

      • The ability to delete public lists created by someone else

  • Patron clubs (clubs)

    • Create and edit clubs (edit_clubs)

    • Create and edit club templates (edit_templates)

    • Enroll patrons in clubs (enroll)

      • Enroll patrons from the patron file

      • The borrowers permissions is required in order to enroll patrons in clubs

  • Create and modify interlibrary loan requests (ill)

  • Self check modules (self_check)

    • Log into the self check-in module (self_checkin_module)

      नोट

      This permission prevents the patron from using any other OPAC functionality

  • Perform self checkout at the OPAC (self_checkout_module)

    नोट

    This permission should be used for the patron matching the AutoSelfCheckID system preference

  • Manage stockrotation operations (stockrotation)

    • Add and remove items from rotas (manage_rota_items)

      • Staff with only this permission will be able to manage the items in the rotas, but not the rotas themselves

    • Create, edit and delete rotas (manage_rotas)

      • Staff with only this permission will be able to manage the rotas, but not the actual items

  • Cash management (cash_management)

    • Add, edit and archive cash registers (manage_cash_registers)

    • Access the point of sale page and take payments (takepayment)

      • Grants access to the point of sale module

  • Recalls (recalls)

    • Manage recalls for patrons (manage_recalls)

      • Grants access to the recall management page

Patron information

जब एक संरक्षक रिकॉर्ड को देखने के रिकार्ड का बाएं हाथ की ओर पर पाया कई टैब में से एक से जानकारी देखने का विकल्प है।

  • Get there: Patrons > Browse or search for patron > Click patron name

Check out

For instruction on checking items out, view the Checking out section of this manual.

स्टाफ सदस्य स्टाफ क्लाइंट के ऊपर सही में अपने उपयोगकर्ता नाम पर क्लिक करें और चुनने 'मेरे checkouts' द्वारा अपने स्वयं के स्क्रीन के बाहर की जाँच उपयोग कर सकते हैं

|छवि1178|

विवरण

टिप्पणी

स्टाफ सदस्य स्टाफ क्लाइंट के ऊपर सही में अपने उपयोगकर्ता नाम पर क्लिक करें और 'मेरा खाता' चुनने के द्वारा अपने स्वयं के खाते के विवरण उपयोग कर सकते हैं

The user menu at the top of the page in the staff interface, the cursor is on the 'My account' option.

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.

image1359

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

    |छवि443|

  • On the guarantor's record, all children and/or professionals will be listed

    |छवि444|

If the age of the patron is outside the age range defined in their patron category a warning will appear on their record.

image1461

Circulation summary

नीचे दिए गए विवरण स्क्रीन पर संरक्षक की जानकारी मदों की एक tabbed प्रदर्शन है कि वे बाहर की जाँच की है, अतिदेय, और पकड़ पर।

Checkouts

The first tab shows the items the patron currently has checked out.

|छवि445|

नोट

  • You can customize the columns of this table in the 'Table settings' section of the Administration module (table id: issues-table).

Relatives' checkouts

If they have family at the library, staff can see what the other family members have checked out.

|छवि446|

Charges

The Charges tab will only show in the patron accounts that have unpaid amounts or unused credits.

The tab will show the total amount, without any details. To see the details, go to the accounting tab.

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.

Table of patron's current holds

नोट

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 barcodes or call numbers.

From here you can manage the patron's holds: change the pickup library, cancel or suspend holds.

नोट

You will only be able to suspend holds if the SuspendHoldsIntranet system preference is set to "Allow".

नोट

If, when suspending a hold, you want to be able to set a date at which to automatically resume the hold, set the AutoResumeSuspendedHolds system preference to "Allow" and make sure the unsuspend_holds cron job is activated.

Recalls

If recalls are enabled, currently active recalls requested by the patron will appear in this tab.

The Recalls tab in a patron's detail page shows all the recalls placed by this patron

From here staff members can see the status of each recall and manage them.

Article requests

If the 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

प्रतिबंध टैब सभी संरक्षक के लिए दिखाई देगा। आप टैब पर कि वहाँ होगा के संरक्षक कोई प्रतिबंध नहीं है।

Restrictions tab of the patron's file says "Patron is currently unrestricted" and there is an option to add a manual restriction

संरक्षक अपने अकाउंट पर प्रतिबंध है तो टैब संख्या और विवरण दिखाएगा।

There are at least four kinds of restrictions:
  • Manual

  • Overdues

  • Suspension

  • Discharge

Using the 'Add manual restriction' link you can add a restriction to the patron record from here. This can be used for any type of restriction you need to put manually on a patron record.

Form to add a restriction on the patron's file

  • Comment: enter a comment to explain the restriction

  • Expiration: optionally enter an expiration date for this restriction. If there is no expiration date, the restriction will stay on the file until it is removed. If there is an expiration date, the restriction will automatically be removed.

If you have enabled the PatronRestrictionTypes preference, then you will have a select list of restriction types when attempting to add a manual restriction. This list can be managed from the administration page

List of restrictions currently on the patron's file, with the type of restriction, the comment, the expiration date and the date it was added

The overdues restrictions are automatically set when overdue notices are sent if you specified you wanted the patron restricted in the overdue notice/status triggers tool.

This restriction will not be removed automatically when the overdue items are returned unless the AutoRemoveOverduesRestrictions system preference is set to 'Do'.

In the circulation rules, 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 discharge 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.

Checkout is blocked for this patron because the patron is restricted

Restrictions may also prevent renewing items if the 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.

Message in the patron's account that says 'Please note: Your account has been frozen. Comment: Vandalism in study room 3 End date: 08/15/2022 Usually the reason for freezing an account is old overdues or damage fees. If your account shows to be clear, please contact the library. Go to your account page'

If you have patrons that have more than one restriction, you can choose to cumulate their restriction periods or not through the CumulativeRestrictionPeriods system preference.

टिप्पणी

If you want to restrict patrons from doing various actions if their record is not pristine, check the following system preferences:

  • Set the OverduesBlockCirc system preference to 'Block' to prevent patrons who have overdue materials from checking out other materials.

  • Set the 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 noissuescharge and 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 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 OPACFineNoRenewals system preference to prevent patron who owe more than a certain amount to renew their loans from the OPAC.

  • Set the 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 patron clubs, patrons will have a tab in their record indicating which club they are enrolled in, if any.

image1362

Accounting

The patron's complete accounting history will appear on the Accounting tab. The Accounting tab will show all types of charges and credits: overdue fines, membership fees, rental fees, reserve fees and any other charge you may have for patrons.

|छवि450|

नोट

  • You can customize the columns of this table in the 'Table settings' section of the Administration module (table id: account-fines).

The Transactions tab will show you the following columns:

  • Date: the date the charge, payment or credit was posted

    • जुर्माना के मामले में यह आखिरी दिन है कि ठीक उपार्जित किया गया था होना होगा

  • Account type: what type of charge, payment or credit it is

    • In cases where an account type may have an accompanying status it will be displayed alongside the accounttype in brackets.

  • Description of charges: a description of the charges including the due date for overdue items and a link to the item record where one is available

  • Barcode: if the charge is linked to a particular item, the barcode is displayed

  • Due date: if the charge is an overdue fine, the due date is displayed

  • Checkin date: if the charge is an overdue fine, the checkin date is displayed

  • Checkout date: if the charge is an overdue fine, the check out date is displayed

  • Home library: if the charge is linked to a particular item the home library is displayed

  • नोट: यह नोट किसी भी शुल्क/भुगतान के बारे में

    • If you're allowing patrons to pay fines via the OPAC with PayPal (EnablePayPalOpacPayments) you will see a Note that says 'PayPal' for items paid this way

  • राशि: भुगतान या आरोप की कुल राशि

  • बकाया: राशि अभी भी चार्ज पर देय

  • Actions:

    • A selection of actions available to take upon the account line as detailed below

तालिका आप 'फ़िल्टर भुगतान लेनदेन' पर क्लिक कर सकते हैं के शीर्ष पर सभी पूरा लेनदेन को छिपाने के लिए और ऊपर है कि आप खोज बॉक्स का उपयोग कर सकते हैं एक विशिष्ट शुल्क या भुगतान खोजने के लिए।

Actions

Action buttons will be available for the different account lines depending on the users available permissions and the account type and status.

  • A button to print a receipt for that line item

  • A button to show further details about the charge and any payments that have been made

  • A button to void (reverse) a payment/credit

    • This button will only appear on a payment/credit line. Upon voiding the line it will reverse the payment process restoring the amountoutstanding for any debts/debits which the payment/credit may have previously been used to offset. This action is most commonly used to correct cases where a payment was recorded but never actually received. The credit line will be set to a zero amount and updated to VOID.

  • A button to cancel (remove) a charge/debit

    • This button will only appear on a charge/debit line that has not already had any payment/credits applied to it. Upon cancelling the line it will be marked as 'Cancelled' and a CANCELLATION line will be added and offset against it. This action is most commonly used to correct cases where a charge was made mistakenly.

  • A button to pay against charges/debits with outstanding amounts

    • This button will appear against any charge/debit with an outstanding amount. The subsequent page can be used to pay or writeoff the line partially or in full with a PAYMENT or WRITEOFF line will being added.

  • A button to issue a payout of credit

    • This button will appear against any credit line that has an amount outstanding and you have the payout permission. It allows the librarian to return outstanding credit to the patron and record the action with a PAYOUT line.

  • A button to issue a refund against a charge/debit

    • This button will appear against any charge/debit line that has been paid or partially paid and you have the refund permission. The subsequent modal dialogue will allow you to partially or fully refund the offset debt, either in CASH or by means of a credit added to the account.

  • A button to apply a discount to a charge/debit

    • This button will appear against any charge/debit which has not already been offset by a credit/payment and you have the discount permission. The subsequent modal dialogue will allow you to add a discount upon the charge.

Charging fines/fees

Most fees and fines will be charged automatically if the fines cron job is running. Fines will also be charged when an overdue item is checked in if the CalculateFinesOnReturn system preference is enabled.

  • Fines will be charged based on your circulation and fines rules

  • Hold fees will be charged based on the rules you set in the Patron types and categories administration area

  • Rental fees will be charged based on the settings in your Item iypes administration area

  • एक आइटम सूचीबद्ध मॉड्यूल के माध्यम से 'खो' अंकन स्वचालित रूप से संरक्षक है कि आइटम के लिए प्रतिस्थापन लागत चार्ज होगा

  • Creating a patron in a category with an enrollment fee.

  • Renewing a patron account in a category with an enrollment fee.

  • Article request fees will be charged based on the article request fees section of the circulation rules page.

Pay and writeoff fines

Each line item can be paid in full (or written off) using the 'Pay charges' tab. You can switch between 'Pay' and 'Write off' mode using the buttons located at the top of this tab if you are part way through a transaction.

|छवि451|

नोट

  • You can customize the columns of this table in the 'Table settings' section of the Administration module (table id: pay-fines-table).

  • प्रत्येक पंक्ति वस्तु, पूरा भुगतान किया जा सकता है आंशिक रूप से भुगतान किया है, या बंद लिखा।

  • पूर्ण जुर्माने का भुगतान करें

    • आप भुगतान के बारे में एक नोट है कि पहले प्रकार फिर आगे बढ़ने के लिए कृपया

    • क्लिक करें "भुगतान" ठीक बगल में आप पूर्ण में भुगतान करना चाहते

    • The full amount of the fine will be populated for you in the "Collect from patron" box

    • There is a change feature included in this payment process. An option to specify how much money was collected when paying a fine, as well as defining how much was paid on the fine. If these numbers are different (i.e. more money was collected) a popup displaying the amount of change to be given will be displayed and require confirmation before proceeding

    • If one or more values are defined under the PAYMENT_TYPE authorized value category a dropdown selection box will be displayed to specify a custom payment type.

    • If the UseCashRegisters system preference is enabled, you will have a choice of cash register in which to enter the transaction

    • क्लिक "पुष्टी"

    • ठीक बकाया जुर्माना से निकाल दिया जाएगा, और के रूप में पूरी तरह से भुगतान दिखाया गया है।

    नोट

    • If the FinePaymentAutoPopup system preference is enabled a print dialogue window will display. If change was given for this transaction the details will be included when using this system preference.

    • In addition to printing receipts you can enable email receipts for payment and writeoff transactions with the UseEmailReceipts system preference.

  • एक आंशिक जुर्माना भुगतान करे

    • क्लिक करें "भुगतान करे" पर ठीक करने के लिए अगले आप आंशिक रूप से भुगतान करना चाहते हैं

    • Enter the amount you are collecting from the patron in the "Collect from patron" box

      |छवि453|

    • क्लिक "पुष्टी"

    • The fine will be updated to show the original amount, and the current amount outstanding

  • सभी जुर्माना की दिशा में एक राशि का भुगतान करें

    • 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"

      |छवि454|

    • क्लिक "पुष्टी"

    • ठीक योग भुगतान पहले पुराना जुर्माना करने के लिए आवेदन के साथ अद्यतन किया जाएगा।

  • Pay selected fines

    • Check the selection boxes next to the fines you wish to pay, click "Pay selected"

      |छवि455|

    • जुर्माना की दिशा में भुगतान करने के लिए एक राशि में प्रवेश.

      |छवि456|

    • क्लिक "पुष्टी"

    • ठीक योग भुगतान पहले पुराना चुने गए जुर्माने को आवेदन के साथ अद्यतन किया जाएगा।

  • एकल जुर्माना खारिज

    • क्लिक करें "खारिज" अगले ठीक आप writeoff करना चाहते हैं के लिए.

    • A confirmation box will appear to specify a total amount to writeoff. This box allows a partial writeoff of fines.

    • ठीक बकाया जुर्माना से निकाल दिया जाएगा, और के रूप में बंद लिखा दिखाया गया है।

  • Writeoff selected fines

    • Check the selection boxes next to the fines you wish to pay, click "Writeoff selected".

    • Click "Confirm".

    • ठीक बकाया जुर्माना से निकाल दिया जाएगा, और के रूप में बंद लिखा दिखाया गया है।

  • Writeoff all fines

    • Click the "Writeoff all" button

    • सभी जुर्माना बकाया जुर्माना से निकाल दिया जाएगा, और के रूप में बंद लिखा दिखाया गया है।

Cancel fines or fees

If a user was charged for something and it's an error, you can cancel the fee by clicking the 'Cancel charge' button in the Actions column.

A line in the patron's accounts for a manual fee, still unpaid. At the end of the line, there are buttons 'Print', 'Detail', 'Pay', 'Cancel charge', and 'Apply discount'

Once clicked a new line will be added to the account for a 'Cancelled charge' of the same amount as the cancelled charge. The charge that was cancelled will now have the 'Cancelled' status and the amount outstanding will be 0.

Two lines in the patron's account. The first is for a 'Cancelled charge', the amount is -5. The second is for a 'Manual fee (Cancelled)', the amount is 5 and the outstanding amount is 0.

If you cancelled a charge by mistake, you can void the cancellation (see Void payments below).

Void payments

If you accidentally mark and item as paid, you can reverse that line item by clicking 'Void' to the right of the line

  • Once clicked a new line item will be added to the account showing the payment as ‘Voided’. The payment line is added back to the Pay fines tab as an outstanding charge.

    |छवि458|

Creating manual invoices

फीस है कि स्वचालित रूप से शुल्क नहीं कर रहे हैं, पुस्तकालयाध्यक्षों एक मैनुअल चालान बना सकते हैं

|छवि459|

  • पहला चालान के प्रकार आप बनाना चाहते हैं चुनें

    • To add additional values to the manual invoice type pull down menu, add them to the debit types in the Administration module.

  • ताकि लाइन मद है कि आइटम के लिए एक लिंक से पता चलता शुल्क एक आइटम के साथ जुड़ा हुआ है, तो आप अपने बारकोड प्रवेश कर सकते हैं

  • विवरण क्षेत्र है जहाँ तुम प्रभार का विवरण दर्ज होगा

  • राशि के क्षेत्र में, मुद्रा प्रतीकों प्रवेश नहीं करते, केवल संख्या और दशमलव में

Creating manual credits

मैनुअल क्रेडिट बंद जुर्माना के कुछ हिस्सों को भुगतान करने के लिए, या एक ठीक राशि माफ करने के लिए इस्तेमाल किया जा सकता है।

|छवि460|

  • पहले क्रेडिट के प्रकार आप लागू करना चाहते हैं चुनें

  • इस क्रेडिट के लिए एक आइटम के साथ जुड़ा हुआ है, तो आप उस आइटम के बारकोड में प्रवेश कर सकते हैं ताकि सही आइटम के लिए लाइन आइटम लिंक

  • विवरण क्षेत्र है जहां आप क्रेडिट का विवरण दर्ज होगा

  • राशि के क्षेत्र में, मुद्रा प्रतीकों प्रवेश नहीं करते, केवल संख्या और दशमलव में

Printing invoices

प्रत्येक खाते लाइन के अधिकार के लिए वहाँ एक प्रिंट कड़ी है। उस लिंक पर क्लिक लाइन आइटम की कुल अकाउंट में बकाया के साथ तारीख और लाइन आइटम का विवरण भी शामिल है कि के लिए एक चालान प्रिंट होगा।

|छवि461|

Routing lists

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.

|छवि462|

इस टैब पर आप देख सकते हैं और है कि इस संरक्षक पर है रूटिंग सूची के सभी संपादित करने के लिए सक्षम हो जाएगा।

|छवि463|

Circulation history

The circulation history tab will appear if you have set the intranetreadinghistory preference to allow it to appear. If you have the 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.

Table of patron's circulation history

नोट

  • You can customize the columns of this table in the 'Table settings' section of the Administration module (table id: checkouthistory-table).

To see when an item was renewed and by whom, click ‘View’ in the Number of renewals column.

Item renewals pop-up

आप आज में जाँच की मदों के लिए बारकोड की एक सूची निर्यात करना चाहते है तो आप पृष्ठ के शीर्ष सही पर अधिक मेनू के तहत है कि विकल्प मिल सकता है।

|छवि465|

यह प्रति पंक्ति एक बारकोड के साथ एक पाठ फ़ाइल उत्पन्न होगा।

Holds history

The holds history tab shows all the holds the patron has made, with their status.

image1496

नोट

  • You can customize the columns of this table in the 'Table settings' section of the Administration module (table id: holdshistory-table).

Modification log

If you have set your 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 and ReturnLog you will see checkins and outs on this screen as well.

|छवि466|

  • लाइब्रेरियन क्षेत्र लाइब्रेरियन जो परिवर्तन किए के लिए संरक्षक संख्या से पता चलता

  • संरक्षक मॉड्यूल के लिए मॉड्यूल सूचियों 'सदस्यों'

  • कार्रवाई तुम बताओ कि क्या कार्रवाई लॉग इन किया जा रहा था

  • वस्तु क्षेत्र उधारकर्ता नंबर जाता है कि संशोधित किया जा रहा सूचीबद्ध करता है (उपरोक्त उदाहरण में, यह मेरे अपने ही रिकॉर्ड को बदल रहा था)

नोटिस

संरक्षक की संदेश प्राथमिकताएं <#setpatronmessaging> __ सेट की जाती हैं जब: ref: adding <add-a-new-patron-label> 'or : ref: संपादन <editing-patrons-label>' संरक्षक। यह टैब उन संदेशों को दिखाएगा जो भेजे गए हैं और जो भेजे जाने के लिए कतारबद्ध हैं:

|छवि467|

संदेश शीर्षक पर क्लिक करके देखें विस्तार आप संदेश है कि भेजा गया था का पूरा पाठ को दिखाने के लिए होगा।

|छवि468|

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 'resend' button found under the status.

|छवि469|

सांख्यिकी

Depending on what you set for the values of your StatisticsFields system preference, you can see statistics for one patron's circulation actions.

|छवि470|

फ़ाइलें

If you set the EnableBorrowerFiles preference to 'Do' the Files tab will be visible on the patron information page.

|छवि471|

यहाँ से आप संरक्षक रिकॉर्ड करने के लिए संलग्न करने के लिए फाइल अपलोड कर सकते हैं।

|छवि472|

सभी फाइलों को अपलोड कर रहे हैं कि एक फार्म है, जहां अतिरिक्त फ़ाइलों से अपलोड किया जा सकता ऊपर दिखाई देगा।

|छवि473|

Purchase suggestions

आप संरक्षक रिकॉर्ड पर एक खरीद सुझाव टैब देखेंगे संरक्षक किसी भी खरीद के सुझाव दिए हैं तो।

|छवि1247|

यहाँ से आप संरक्षक और उनकी स्थिति द्वारा किए गए सभी सुझावों को देख सकते हैं, आप भी शीर्ष पर 'नई खरीद सुझाव' बटन पर क्लिक करके संरक्षक की ओर से एक खरीद सुझाव बना सकते हैं।

Learn more about managing purchase suggestions in the Acquisitions chapter of this manual.

संरक्षक निर्वहन

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 system preference to 'Allow'.

नोट

In France a "quitus" ("discharge") is needed if you want to register for an account in a library or a university.

नोट

शैक्षिक पुस्तकालयों अक्सर आवश्यकता से पहले आप स्नातक कर सकते हैं आप पुस्तकालय में एक स्पष्ट रिकॉर्ड है।

संरक्षक can : ref: `OPAC <ask-for-a-discharge-label> 'के माध्यम से अनुरोध निर्वहन। किसी भी लंबित डिस्चार्ज को मुख्य स्टाफ क्लाइंट पेज पर मेनू बटन के नीचे सूचीबद्ध किया जाएगा

|छवि1248|

लंबित अनुरोध क्लिक करने के लिए एक स्क्रीन खुल जाएगा जहां आप उन निर्वहन अनुमति दे सकते हैं

|छवि1249|

एक विशेष संरक्षक के लिए एक मुक्ति उत्पन्न करने के संरक्षक रिकॉर्ड के बाईं पर क्लिक करें 'निर्वहन' टैब

|छवि1250|

संरक्षक निर्वहन तब उत्पन्न हो सकता है अगर यह एक बटन है कि 'मुक्ति उत्पन्न' कहते हैं पड़ेगा

|छवि474|

यदि नहीं तो आप एक त्रुटि देखेंगे जो स्पष्ट करेगा कि क्यों आप संरक्षक डिस्चार्ज नहीं कर सकते ।

|छवि475|

एक बार पत्र उत्पन्न होता है आप डाउनलोड करने के लिए एक पीडीएफ होगा

|छवि476|

नोट

You can style the PDF using the NoticeCSS preference.

संरक्षक एक प्रतिबंध को उसके खाते में जोड़ दिया जाएगा

|छवि1251|

और निर्वहन का एक इतिहास 'निर्वहन' टैब में जोड़ा जाएगा

|छवि1252|

Housebound patrons

There are three roles a patron can have in regard to housebound circulation: borrower, chooser or deliverer.

महत्वपूर्ण

In order to use the housebound module, the HouseboundModule and ExtendedPatronAttributes system preferences must be enabled.

Chooser

If you have enabled the housebound module, with the HouseboundModule system preference, you will see that patrons now have a new section in their record called 'Housebound roles'.

image1349

Click the 'Add' button to mark this patron as a 'Chooser'.

image1350

The chooser is in charge of choosing the materials for the housebound patron.

Deliverer

In the 'Housebound roles', click the 'Add' button to mark this patron as a 'Deliverer'.

image1351

The deliverer is in charge of delivering the chosen materials to the housebound patron on a specific day at a specific time.

Housebound borrowers

To create a housebound profile for an housebound patron, click on the 'Housebound' tab in their record.

image1347

From there, you can edit their housebound profile information.

image1348

  • Delivery day: choose which day (or 'Any') the patron prefers to receive their delivery.

  • Frequency: choose the frequency at which they want to receive their deliveries.

    नोट

    The frequencies are managed through the HSBND_FREQ list of authorized values.

  • Preferred materials: enter notes that will help the chooser choose appropriate documents for the housebound patron.

    For example: books, dvds, magazines, etc.

  • Subjects: if the housebound patron has a preference for particular subjects, enter it here. This will help the chooser choose interesting documents for the patron.

    For example: romance, cookbooks, thrillers, etc.

  • Authors: if the housebound patron has favorite authors, enter them here.

    For example: Danielle Steel, James Patterson, etc.

  • Referral: if the housebound patron has a referral, enter it here.

  • Notes: enter any other notes that may help the chooser or the deliverer.

Click the 'Save changes' button to save the housebound profile.

Coordinating deliveries

To plan visits, go to the housebound patron's record.

In their housebound tab, you will be able to create deliveries.

image1352

Click on 'Add a new delivery'.

image1353

Fill out the information :

  • Date: Enter the date of the delivery.

  • Time: Select a time of day for the delivery. The choices are morning, afternoon, or evening.

  • Chooser: Select a chooser who will be in charge of selecting the materials for this housebound patron.

  • Deliverer: Select a deliverer who will be in charge of picking up the materials and bringing them over to the housebound patron.

image1354

Choosers and Deliverers can be notified of planned deliveries via reports. Example reports be found in the SQL Reports Library at https://wiki.koha-community.org/wiki/SQL_Reports_Patrons#Patron_Characteristics.

Recalls history

If recalls are enabled, active and past recalls requested by the patron will appear in this tab.

The Recalls history page in a patron's file

From here staff members can see the status of each recall and manage them.

Two factor authentication in the staff interface

Koha offers two-factor authentication (2FA) for logging into the staff interface.

This two-factor authentication uses a time-based one-time password (TOTP). A TOTP is a password can only be used once and is only valid for a limited time.

Users wanting to use the two-factor authentication must have an app to generate these TOTPs. Any authenticator app, such as Google Authenticator, andOTP, FreeOTP and many others can be used. Applications that enable backup of their 2FA accounts (either cloud-based or automatic) are recommended.

Turn on the two-factor authentication with the TwoFactorAuthentication system preference.

Once this is done, the staff user must go to their account by clicking their username at the top of the page and clicking 'My account'.

The user menu at the top of the page in the staff interface, the cursor is on the 'My account' option.

The user must then go to More > Manage two-factor authentication.

When two-factor authentication is enabled, the current logged in user has access to a 'manage two-factor authentication' option from the 'More' menu

The status should be 'Disabled' when first going to this page.

The manage two-factor authentication page; the status is currently disabled; there is a button that says 'Enable two-factor authentication'

Click on 'Enable two-factor authentication'.

A QR code will be presented. This code must be scanned with an authenticator app (see above for suggestions).

The manage two-factor authentication page; a QR code is presented with a field for a pin code underneath

टिप्पणी

If the app doesn't allow to scan QR codes, the page gives the credentials that can be entered manually (account, key, time-based).

Once the QR code is scanned, the app will return a time-based PIN code. The user must enter this PIN code in the PIN code field and click 'Register with two-factor app'.

The status of the two-factor authentication will now be enabled.

When this user tries to log in to the staff interface, they will have to enter their username and password, like always, but also a two-factor authentication code.

When two-factor authentication is enabled and a user has enabled it in their account, a two-factor authentication code field will appear after they have entered their username and password to log into the staff interface

The user must then open their authenticator app, generate a time-based one-time password and enter it in the field in order to log in.

Should the user wish to disable their two-factor authentication, they can go to their account in the staff interface, click More > Manage two-factor authentication and click 'Disable two-factor authentication'.

The manage two-factor authentication page; the status is currently enabled; there is a button that says 'Disable two-factor authentication'

Communicating with patrons

Koha offers several options for communicating with patrons, some of which have already been covered in this chapter.

OPAC notes

OPAC notes are added to the patron's file through the add patron form or the edit patron form, in the 'Library set-up' section.

'Library set-up' and 'OPAC/Staff login' sections of the patron form

They show up in the 'Your summary' section of the patron's online account in the OPAC.

'Messages for you' box in the patron's online account with a note saying 'This is an OPAC note'

In the staff interface, OPAC notes will be in the 'Library use' section of the patron's file.

|छवि429|

OPAC messages

OPAC messages are added to the patron's file using the 'Add message' button.

Row of action buttons at the top of the patron's detail page: Edit, Add guarantee, Change password, Duplicate, Print, Search to hold, Add message, Schedule pickup, and More

To leave a message that the patron will be able to see in the OPAC, choose "OPAC - Patron's name" in the 'Add a message for' field. Enter your message in the box, or choose a predefined message in the drop-down menu.

Pop-up modal for 'Add message' with the option 'Add a message for OPAC - Patron's name' chosen

नोट

Predefined messages are added in the BOR_NOTES authorized value category

Once saved, the patron will be able to see the message in the 'Your summary' section of their online account. The patron will also be able to see the date on which the message was added as well as the name of the branch.

'Messages for you' box in the patron's online account with a message saying "'This is an OPAC message' written on 10/24/2020 by Centerville"

In the staff interface, OPAC messages are shown on the patron's detail page, at the top of the page just under the row of action buttons.

OPAC message appearing in the patron's detail page in the staff interface just under the edit buttons

It will also appear on the checkout page, to the right of the checkout box.

OPAC message appearing in the patron's checkout page to the right of the checkout box

Advance notices and hold notices

If you have enabled the EnhancedMessagingPreferences system preference, you cat set advance notices as well as hold notices when adding a new patron or editing a patron.

If the EnhancedMessagingPreferencesOPAC system preference is set to 'show', patrons will be able to modify their messaging preferences in their online account.

'Patron messaging preferences' section of the patron form

  • Item due: A notice on the day and item is due back at the library

  • Advance notice: A notice in advance of the patron's items being due (the patron can choose the number of days in advance)

  • Hold filled: A notice when you have confirmed the hold is waiting for the patron

  • Item check-in: A notice that lists all the of the items the patron has just checked in

  • 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

  • Auto renewal: A notice that notifies the patron that their checkouts have been automatically renewed, or if there was a problem with their automatic renewal.

    • Customize this notice by editing the AUTO_RENEWAL or AUTO_RENEWAL_DGST notice in the Notices & slips tool

    • This option will only appear if the AutoRenewalNotices is set to "according to patrons messaging preferences"

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.

The delivery methods currently supported are:

  • Email

  • SMS (text messages)

  • Automated phone call system

  • Print

To generate the advance notices (advance notice and item due), you need to run the advance_notices.pl cronjob. Then, the process_message_queue.pl cronjob will send the notices or the gather_print_notices.pl cronjob will gather them in a nice file you can print out and send out via regular mail.

Overdue notices

Overdue notices are managed in Notices & slips and when they are sent is managed in Overdue notice/status triggers.

Patrons cannot opt out of receiving overdue notices like they can other notices (such as advance notices or hold notices)

To generate the overdue notices , you need to run the overdue_notices.pl cronjob. Then, the process_message_queue.pl cronjob will send the notices or the gather_print_notices.pl cronjob will gather them in a nice file you can print out and send out via regular mail.

Custom emails