Usuarios

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

Agregar un nuevo usuario

Usuarios se agregan yendo al módulo “Usuarios”.

  • Get there: Patrons

Una vez allí usted puede añadir un nuevo usuario.

  • Haga clic en “Nuevo usuario”

    Drop down of patron categories when adding a new patron

Nota

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

Nota

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

      Nota

      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.

      Por ejemplo:

      Firstname: Nicole C.
      Surname: Engard
      Initials: NCE
      

      Then on the slip you can have it print the <<borrowers.initials>> instead of the full name (NCE).

      O puede hacer algo como lo siguiente:

      Firstname: Nicole
      Surname: Engard
      Initials: E
      

      Then on the slip you can have it print the <<borrowers.initials>>, <<borrowers.firstname>> instead of the full name (E, Nicole).

  • 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

    Nota

    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 en “Seleccionar” para elegir el usuario

      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

      Nota

      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.

  • A continuación, introduzca la dirección principal y la información de contacto

    Main address section of the add new patron form

    Nota

    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

  • La sección de administración de biblioteca incluye datos que se utilizan dentro de la biblioteca

    'Library management' section of the patron form

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

      Nota

      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.

    • Si usted accidentalmente elige al comienzo una categoría de usuario equivocada puede arreglarla aquí

    • Sort 1 and 2 son utilizados con propósitos estadísticos

    • “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.

    • Protected: protected patrons cannot be deleted either manually or by batch. Use this for system patrons such as statistical patrons, SIP2 patrons, the self checkout user, or superadmins.

      Version

      The “Protected” option was added in version 23.11 of Koha.

    • “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.

    • Preferred language for notices: if TranslateNotices is set to allow, you will be able to choose among the installed languages the language in which the patron would prefer to receive notices (such as overdue notices and advanced notices).

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

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

    • La fecha de registro automáticamente se rellena con la fecha de hoy

    • 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'

      Nota

      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

    Advertencia

    Estas preferencias invalidarán cualquiera otra que haya establecido a través de las categorías de usuario

    Advertencia

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

  • Cuando haya finalizado, haga clic en “Guardar”

Si el sistema sospecha que este usuario es un duplicado de otro se lo advertirá.

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

Nota

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.

Si ha establecido un límite de edad mínimo o máximo en la categoría de usuarios y exige que la fecha de nacimiento se cumplimente, Koha le avisará si el usuario que va a añadir es demasiado viejo o joven para la categoría de usuario seleccionada:

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

Si su mostrador de circulación está muy ocupado y usted desea registrar un usuario rápidamente, puede utilizar la característica “agregar rápidamente”. Es una versión más corta del formulario para agregar usuarios con, solamente, un par de campos necesarios a ser rellenados.

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

Todos los miembros del personal deben ser ingresados en Koha como usuarios del tipo “Personal”. Siga los pasos en Agregar un Usuario para incorporar un miembro del personal. Para darle al personal permisos para acceder a la interfaz administrativa, siga los pasos en permisos de usuarios

Importante

Recuerde que debe crear nombres de usuario y contraseñas seguras, ya que estos serán utilizados para iniciar la sesión del personal.

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.

image420

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.

Para obtener información sobre otros métodos de seguimiento en sala visite la seccion Seguimiento de uso en sala de este manual.

Duplicate a patron

A veces, cuando va a añadir un nuevo familiar a su sistema y no quiere escribir la información de contacto una y otra vez. Koha permite que se pueda duplicar un usuario y cambiar solo las partes que desee (o necesita) cambiar.

  • Abra el usuario que desea utilizar como punto de partida (el usuario del cual desea duplicar la información)

  • Haga clic en el botón “Duplicar” al inicio del registro

    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

  • Todos los campos con la excepción del nombre, número de carnet, nombre de usuario y la contraseña han sido duplicados. Cumplimente los que faltan y haga clic en “Guardar”

    Duplicate patron

    • Nota

      Al hacer clic en el campo que ya está completado con datos se borrará toda la información del campo (lo que le hace más fácil a usted poder escribir algo diferente)

  • Usted será llevado a un nuevo usuario

    Duplicated patron

Adding patron images

You can add patron pictures to help identify patrons. To enable this feature, you must first set the patronimages system preference to “Allow”.

If the preference is set to “Allow”, you will see a placeholder image under the patron’s name on the left of the screen.

Patron details page, the patron's image on the left of the screen is a placeholder represented by a silhouette with an interrogation mark

Click the “Add” button on the placeholder image.

Patron photo pop-up modal, with options to upload an image or take a picture

You have the option of either uploading an existing picture from the computer or taking a picture with the webcam.

To upload an existing image, click “Browse” or “Choose file” to find the image on your computer and click “Upload” to load the image in the patron’s file.

Advertencia

Existe un límite de 100K en el tamaño de la foto subida y es recomendado que la imágen sea de 200x300 pixeles, pero imágenes más pequeñas fuencionan correctametne.

To take a picture with the webcam, click the “Take photo” button once the webcam is facing the patron. The system will take a picture and present it to you for review. If you are satisfied, click “Upload”. If not, click “Retake photo” to take a new picture. You can also download the picture by clicking “Download photo”.

Para añadir imágenes de usuarios en lote, utilice la herramienta Subir imágenes de usuarios.

Editing patrons

Los usuarios pueden ser editados usando los botones de edición.

  • Para editar el registro completo del usuario simplemente haga clic en el botón «Editar» en la parte superior de dicho registro

    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 edit a specific section of the patron record (for example the “Library use” section) click the “Edit” button beside the section.

    Library use section of the patron's detail page

Edit the patron’s file and click “Save”.

Advertencia

Note that changing your own username will log you out of Koha.

Modifying patron passwords

Patron passwords are not recoverable.

The stars on the patron details page 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.

This can be done from the staff interface. To change the patron’s password, click the “Change password” button.

Change username and/or password form

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

  • Este formulario puede generar automáticamente una contraseña aleatoria si hace clic en el enlace etiquetado “Haga clic para llenar con una sugerencia aleatoria. Las contraseñas de mostrarán como texto.»

Advertencia

Note that changing your own username here will log you out of Koha.

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

If the NotifyPasswordChange system preference is enabled, the patron will receive a notification indicating their password was changed.

Nota

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

If the OpacResetPassword system preference is enabled, or if the patron category allows it, you can also send a password reset email to the patron by clicking on “More” and choosing “Send password reset”.

More button in a patron's account is open, the options are renew patron, set permissions, send welcome email, send password reset, delete, update child to adult patron, and export today's checked in barcodes

This will send a password reset email to the patron, similar to the one sent if they click on the “Forgot your password?” link on the OPAC. However, the reset link is set to expire after 5 days rather than 2 days when it is sent this way.

Nota

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

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.

Adding patron flags

Restrictions are used to prevent patrons from checking out.

Patrons can also be blocked from checking items out by setting patron flags.

Patron account flags section of the patron edit form, options are Gone no address yes/no and lost card yes/no

If you would like your circulation staff to confirm a patron’s address before checking items out to the patron, set the “Gone no address” flag. This will create a warning when checking out.

Warning Cannot check out Address: patron's address flagged as in doubt

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.

Warning Cannot check out Lost: patron's card is flagged as lost

If you would like to bar a patron from the library you can add a manual restriction.

Patron restrictions section of the patron edit form, add a manual restriction with fields for comment and expiration date

Nota

This is the same as the restrictions tab at the bottom of the patrons details page.

Nota

A patron can automatically be restricted with the Overdue/notice status triggers

If you enter in a date and/or note related to the restriction, you will see that in the restricted message as well.

Checkout is blocked for this patron because the patron is restricted

Adding notes and messages to a patron record

You can leave notes in a patron record. There are several ways to do this: you can either add a circulation note or an internal message. These will not show in the OPAC for the patron to see. If you want the patron to see the notes and messages, use OPAC notes and OPAC messages.

Circulation notes

Circulation 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

In the staff interface, circulation notes will be in the “Library use” section of the patron’s file.

Library use section of the patron's detail page

Circulation messages

Internal 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 an internal message, choose «Staff - Internal note» 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 Staff - Internal note' chosen

Nota

Predefined messages are added in the BOR_NOTES authorized value category

Once saved, the internal message is shown in bold red on the patron’s detail page in the staff interface, at the top of the page just under the row of action buttons.

Internal 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.

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

If you need to edit the message, click the “Edit” button next to the message, edit the text and click “Save”.

Changing children to adults

Children patrons do not become adults automatically in Koha unless the update patron categories cron job is running.

To upgrade a child patron to and adult patron category manually go to the “More” menu and choose “Update child to adult patron”.

More button in a patron's account is open, the options are renew patron, set permissions, send welcome email, send password reset, delete, update child to adult patron, and export today's checked in barcodes

You will then be presented with a pop up window asking which one of your adult patron categories this child should be updated to.

Table to choose an adult category

Nota

This list shows the patron categories that have the category type “adult”.

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.

Renew account of the patron

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.

Show renewal date on patron account

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.

Eliminación de una cuenta de usuario

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

  • If a patron has public or shared lists, those will be deleted along with the patron, unless the ListOwnershipUponPatronDeletion system preference is set to “change owner of these lists”.

  • If a patron is protected, the “Delete” option will be disabled. To delete the patron anyway, edit the patron and choose “No” under “Protected” in the “Library management” section, save, and then delete.

    The 'More' menu in a patron file is opened, the mouse cursor is on the greyed out 'Delete' option where a tip saying 'Patron is protected' is displayed.

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).

image438

Nota

Superbibliotecarios podrán ver modificaciones para cualquier sede, el resto del personal solo podrá ver modificaciones para usuarios que pertenezcan a su sede.

Cuando haga clic en el enlace “Usuarios que requieren modificaciones” se le mostrará una lista con los usuarios que han solicitado modificar sus datos.

image439

Desde aquí puede “Aprobar” y aplicar los cambios pendientes al registro del usuario. “Eliminar” y remover los cambios o “Ignorar” y dejar los cambios pendientes de una revisión posterior.

Si desea borrar su regla, haga clic en el enlace “Anular” a la derecha de la regla.

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

Nota

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

Permisos de usuario

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

Importante

Para que un miembro del personal pueda acceder a la interfaz de personal debe tener (al menos) permisos de “catálogo” que le permita visualizar la interfaz de personal.

Setting patron permissions

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

    On the patron's account the "More" button is clicked and a dropdown menu is shown with "Set permissions" highlighted

  • 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.

    Form showing all patron permissions with none currently selected

  • 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)

    Nota

    Seleccionando este permiso no es necesario elegir ningún otro

  • Check out and check in items (circulate)

    • Permisos restantes de circulación (circulate_remaining_permissions)

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

    • Forzar préstamo si existe una limitación (force_checkout)

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

        • restricción de edad

        • el ítem se prestó a otro usuario

        • el ítem no es para préstamo

        • el usuario tiene ítems retrasados

        • el ítem esta perdido

        • el ítem es un ítem de alta demanda

        • el ítem está en reserva

    • Marque las notas de préstamo como vistas/no vistas (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

    • Administrar restricciones para las cuentas (manage_restrictions)

      • Conceder permiso al miembro del personal para levantar una restricción que podría ser en el registro del usuario

    • Ejecutar informe de atrasos (overdues_report)

      • El permiso de ejecutar el informe de retrasos encontrado en Circulación

    • Sobrescribir renovaciones bloqueadas (override_renewals)

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

      • Requiere que el personal de biblioteca tenga también circulate_remaining_permissions

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

    Importante

    This permission must be given to all staff members to allow them to log into the staff interface

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

    • Administra los tipos de débito y crédito de la cuenta (manage_accounts)

    • Administra campos adicionales para cestas o suscripciones (manage_additional_fields)

      • This gives access to the additional fields section

      • Importante

        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

    • Gestionar alertas de audio (manage_audio_alerts)

      • La capacidad de acceder a la configuración de alertas de audio en el módulo de administración.

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

      • La habilidad de acceder a la configuración de valores autorizados en el módulo de administración.

    • Manage background jobs (manage_background_jobs)

      • The ability to access the jobs management section of the administration module.

    • Gestionar reglas de circulación (manage_circ_rules)

      • La habilidad de acceder :ref:`las reglas de circulación y multas <circulation-and-fines-rules-label>`en el módulo de administración.

    • Gestione las reglas de circulación desde cualquier biblioteca (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.

    • Gestionar ciudades y pueblos (manage_cities)

      • La habilidad de acceder a las configuraciones de ciudades y pueblos en el módulo de administración.

    • Gestionar las fuentes de clasificación y las reglas de ordenación (manage_classifications)

    • Gestionar la configuración de columna (manage_column_config)

    • Manage curbside pickups (manage_curbside_pickups)

    • Gestionar la configuración ¿Quizá quiso decir? (manage_didyoumean)

      • La capacidad de acceder a :ref:`¿Quiso decir? <did-you-mean? -label> `en el módulo de administración.

    • Manage authentication providers (manage_identity_providers)

    • Administrar alertas de circulación de ítems (manage_item_circ_alerts)

    • Administrar campos de búsqueda de ítems (manage_item_search_fields)

    • Manage item types (manage_itemtypes)

      • La capacidad de acceder a la configuración de tipos de ítem en el módulo de administración.

    • Administre atajos de teclado para el editor de catalogación avanzado (manage_ keyboard_shortcuts)

      • La capacidad de acceder a la configuración de atajos de teclado en el módulo de administración

    • Administrar bibliotecas y grupos de bibliotecas (manage_libraries)

    • Administrar el intercambio de contenido de Mana KB (manage_mana)

    • Administrar hojas de trabajo bibliográficas y de autoridad MARC y probarlas (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)

    • Gestionar conjuntos OAI (manage_oai_set)

      • La capacidad de acceder a la configuración de los conjuntos OAI en el módulo de administración.

    • Manage extended patron attributes (manage_patron_attributes)

    • Manage patron categories (manage_patron_categories)

    • Gestionar la configuración del motor de búsqueda (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 saved search filters (manage_search_filters)

    • Administrar la configuración del servidor Z39.50 y SRU (manage_search_targets)

      • La capacidad de acceder a la configuración de los servidores Z39.50/SRU en el módulo de administración.

    • Gestionar proveedores de telefonía celular SMS (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 SMTP servers (manage_smtp_servers)

    • The ability to access the SMTP servers section of the administration to add new SMTP servers.

    • Manage system preferences (manage_sysprefs)

    • Gestionar los límites de transferencia de la biblioteca y la matriz de costo de transporte (manage_transfers)

    • Gestionar la configuración de las estadísticas de uso (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)

    • Agregar, modificar y ver información del usuario (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)

    • Modificar la prioridad de reservas (modify_holds_priority)

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

    • Hacer reservas para usuarios (place_holds)

      • Allows staff members to place holds in the staff interface

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

    • Utilice el editor de catalogación avanzada (advanced_editor)

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

      • Nota

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

    • Eliminar todos los ítems de una vez (delete_all_items)

      • Capacidad de utilizar la opción “Eliminar todos los ítems” en el menú de “Edición” en catalogación

    • Edit any item including items that would otherwise be restricted (edit_any_item)

      • Ability to edit items belonging to libraries from other library groups.

    • Editar catálogo (modificar datos bibliográficos y de existencias) (edit_catalogue)

      • Capacidad para acceder a todas las funciones de catalogación a través de la página de Catalogación

    • Editar ítems (edit_items)

    • 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

      • Nota

        Please note that the “Edit items” permission is still required

    • Catalogación rápida (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

    • Add manual credits to a patron account (manual_credit)

    • Add manual invoices to a patron account (manual_invoice)

    • 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

    • Permisos restantes para la gestión de multas y costos (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)

    Advertencia

    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.

    • Agregar y eliminar fondos (pero no puede modificar fondos) (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

    • Gestionar fondos (budget_manage)

      • Otorga la habilidad de acceder a la página de administración de fondos

      • 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

    • Gestionar todos los fondos (budget_manage_all)

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

      • Tenga en cuenta que se requiere el permiso budget_manage

    • Modificar fondos (no se pueden crear líneas, pero se pueden modificar las existentes) (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

    • Gestionar contratos (contracts_manage)

    • Gestionar monedas y tipo de cambio (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

    • Administrar transmisiones EDIFACT (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

    • Gestionar grupos de cestas (group_manage)

    • Merge invoices (merge_invoices)

    • Gestionar cestas y líneas de pedidos (order_manage)

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

    • Gestionar todas las líneas de pedidos y cestas, independientemente de las restricciones en ellos (order_manage_all)

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

      • Tenga en cuenta que se requiere el permiso order_manage

    • Recepción de pedidos y gestión de envíos (order_receive)

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

    • Gestionar presupuestos (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.

    • Gestionar planificación de presupuestos (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

    • Gestionar proveedores (vendors_manage)

  • Suggestions management

    • Gestionar sugerencias de compra (suggestions_manage)

  • Use all tools (tools)

    • Acceso a archivos almacenados en el servidor (access_files)

      • Acceso a la :ref:ˋherramienta Cargar <upload-label>ˋ

    • Perform batch extend due dates (batch_extend_due_dates)

    • Cargar imágenes de usuarios en lote o una a la vez (batch_upload_patron_images)

    • Eliminar usuarios antiguos y anonimizar historial de préstamo/lectura (elimina historial de lectura) (delete_anonymize_patrons)

      • Acceso a la :ref:ˋherramienta Anonimizar usuarios <patrons-anonymize-bulk-delete-label>ˋ

    • Defina los días en los que la biblioteca permanece cerrada (edit_calendar)

      • Acceso a la :ref:ˋherramienta Calendario/feriados <calendar-label>ˋ

    • Escriba noticas para el OPAC y la interfaz administrativa (edit_news)

      • Acceso a la :ref:ˋherramienta Noticias <news-label>ˋ

    • Establecer avisos de retraso/disparadores de estado para ítems atrasados (edit_notice_status_triggers)

    • Definir avisos (edit_notices)

      • Acceso a la :ref:ˋherramienta de Avisos y recibos <notices-and-slips-label>ˋ

    • Realizar modificación de usuarios en lote (edit_patrons)

    • Editar frases para la característica Frase-del-Día (edit_quotes)

    • Exportar datos bibliográficos y de existencias (export_catalog)

      • Acceso a la :ref:ˋherramienta Exportar datos <export-data-(marc-and-authorities)-label>ˋ

    • Importar datos de usuario (import_patrons)

      • Acceso a la :ref:ˋherramienta Importar usuarios <patron-import-label>ˋ

    • Perform inventory of your catalog (inventory)

      • Acceso a la :ref:ˋherramienta Inventario <inventory-tool-label>ˋ

    • Realizar eliminación de ítems en lote (items_batchdel)

    • Realizar modificación de ítems en lote (items_batchmod)

    • Limitar la modificación de ítems en lote a subcampos definidos en la preferencia SubfieldsToAllowForRestrictedBatchmod (items_batchmod_restricted)

    • Crear etiquetas y códigos de barras imprimibles a partir de los datos del catálogo y los usuarios (label_creator)

      • Acceso a la herramienta :ref:ˋCreador de carné de usuario <patron-card-creator-label>ˋ, :ref:ˋCreador de etiquetas <label-creator-label>ˋ y :ref:ˋCreador de marbetes/tejuelos rápidos <quick-spine-label-creator-label>ˋ

    • Perfiles CSV para exportación (manage_csv_profiles)

      • Acceso a la herramienta :ref:ˋPerfiles CSV <csv-profiles-label>ˋ

    • Agregar, editar y eliminar listas de usuarios y sus contenidos (manage_patron_lists)

    • Gestionar registros MARC preparados, incluyendo completar y revertir importaciones (manage_staged_marc)

      • Acceso a la herramienta :ref:ˋGestionar registros MARC preparados <staged-marc-record-management-label>ˋ

    • Gestionar plantillas de modificación MARC (marc_modification_templates)

      • Acceso a la herramienta :ref:ˋPlantillas de modificación MARC <marc-modification-templates-label>ˋ

    • Moderar comentarios de usuarios (moderate_comments)

      • Acceso a la herramienta :ref:ˋComentarios <comments-label>ˋ

    • Moderar etiquetas de usuario (moderate_tags)

    • Realizar eliminación de registros en lote (bibliográfico o autoridad) (records_batchdel)

      • Acceso a la herramienta :ref:ˋEliminar registros en lote <batch-record-deletion-label>ˋ

    • Realizar modificación de registros en lote (bibliográficos o autoridades) (records_batchmod)

    • Gestionar las colecciones rotativas (rotating_collections)

      • Acceso a la herramienta :ref:`Colecciones rotativas <rotating-collections-label>ˋ

    • Tareas programadas para ser ejecutadas (schedule_tasks)

      • Acceso a la herramienta :ref:ˋPlanificador de tareas <task-scheduler-label>ˋ

    • Subir registros preparados MARC al depósito (stage_marc_import)

    • Subir cualquier archivo (upload_general_files)

      • Acceso a subir archivos vía la herramienta :ref:ˋSubir <upload-label>ˋ

    • Subir imágenes de cubierta locales (upload_local_cover_images)

    • Gestionar los archivos subidos (upload_manage)

      • Acceso a los archivos subidos vía la herramienta :ref:ˋSubir <upload-label>ˋ

      • Note that the upload_general_files permission is required for this permission to work

    • Revisar registros del sistema (view_system_logs)

      • Accesos a la herramienta :ref:ˋVisor del log <log-viewer-label>ˋ

  • Editar autoridades (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)

    • Controlar vencimiento de publicación periódica (check_expiration)

    • Ofrece la posibilidad de comprobar la fecha de caducidad de las publicaciones seriadas

    • Reclamar las publicaciones seriadas que faltan (claim_serials)

    • Crear nueva suscripción (create_subcription)

      • Da la habilidad de :ref:`agregar una suscripción nueva <add-a-subcription-label>”

    • Eliminar una suscripción existente (delete_subscription)

      • Gives the ability to delete serial subscriptions

    • Editar una suscripción existente (edit_subscription)

    • Recibiendo series (receive_serials)

    • Renovar una suscripción (renew_subscription)

    • Routing (routing)

      • Da la habilidad de gestionar :ref:”listas en ruta <create-a -routing-list-label>”

    • 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.

    • Crear informes SQL (create_reports)

    • Eliminar informes SQL (delete_reports)

      • La capacidad de eliminar reportes guardados SQL :ref:”<report-from-sql-label>”

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

    • Ejecutar informes SQL (execute_reports)

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

    • This permission requires the borrowers permission above

  • Reservas para cursos (coursereserves)

    • Permitir acceso al :ref:”módulo de reservas para curso<course-reserves-label>”

    • Note that if the UseCourseReserves system preference is not enabled, these permissions will not have any effect

    • Agregar reservas para cursos (add_reserves)

    • Eliminar reservas para cursos (delete_reserves)

      • Grant the ability to remove items from existing courses

    • Agregar, editar y eliminar cursos (manage_courses)

  • Koha plugins (plugins)

    • Configure plugins (configure)

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

      • Nota que el personal necesita tener ya sea el permiso del reporte o el permiso de herramienta (abajo) para poder tener acceso a los plugins

    • Manage plugins (manage)

      • Posibilidad de instalar o desinstalar plugins

      • Nota que el personal necesita tener ya sea el permiso del reporte o el permiso de herramienta (abajo) para poder tener acceso a los plugins

    • Use report plugins (report)

      • La posibilidad de usar los informes de plugins

    • Use tool plugins (tool)

      • La posibilidad de usar la herramienta de plugins

  • Listas (listas)

    Importante

    All staff members have permission to create, modify and delete their own lists. These permissions are only necessary if you’d like to give a staff member permission to edit or delete public lists that they have not created.

    • Eliminar listas públicas (delete_public_lists)

      • The ability to delete public lists created by someone else

    • Edit public lists contents (edit_public_list_contents)

      • The ability to change the contents of public lists that have the «Permitted staff only» permission.

    • Edit public lists (edit_public_lists)

      • The ability to edit the name, settings, and permissions of a public list owned by someone else.

      • This does not give the staff member permission to change the contents of the list, unless the list permissions allow them to.

  • Patron clubs (clubs)

    • Crear y editar clubs (edit_clubs)

    • Crear y editar plantillas de club (edit_templaates)

    • 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)

  • Módulos auto comprobantes (self_check)

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

      Nota

      This permission prevents the patron from using any other OPAC functionality

  • Realizar auto préstamo en el OPAC (self_checkout_module)

    Nota

    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)

    • Administrar reclamos para los usuarios (manage_recalls)

      • Grants access to the recall management page

  • 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

  • Allow staff to change logged in library (loggedinlibrary)

    Nota

    Staff members who do not have this permission will only be able to log into their home library.

Patron information

Cuando revise un registro de usuario tiene la opción de ver la información de una de muchas pestañas encontradas en el lado izquierdo del registro.

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

Préstamo

Para instrucciones en como hacer prestamo de ejemplares, vea la sección de referencia :ref:”Prestamo<check-out-(issuing)-label>` de este manual.

Staff members can access their own check out screen by clicking their username in the top right of the staff client and choosing “My checkouts”

image1178

Detalle

Nota

Los miembros del personal pueden acceder a los detalles de su propia cuenta haciendo clic en el nombre de su usuario en la parte superior derecha de la interfaz del personal y eligiendo “Mi cuenta”

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

    image443

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

    image444

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

Below the patron’s information on the details screen is a tabbed display of the items they have checked out, overdue, and on hold, among other things.

Préstamos

The first tab shows the items the patron currently has checked out. The number of current checkouts will be displayed in the tab title.

List of checkouts in a patron's record

Nota

You can customize the columns of this table in the “Table settings” section of the Administration module (table id: issues-table, under Patrons).

Click “Configure” at the top right of the table to access the administration module directly.

Préstamos de parientes

If the patron has family at the library, staff can see what the other family members have checked out. The total number of checkouts among all family members will be displayed in the tab title.

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

Nota

You can customize the columns of this table in the “Table settings” section of the Administration module (table id: relatives-issues-table, under Patrons).

Click “Configure” at the top right of the table to access the administration module directly.

Charges

The Charges tab will only show in the patron accounts that have unpaid amounts or unused credits. The total amount of unpaid charges or unused credits will be displayed in the tab title.

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

Charges tab showing the total owed

Guarantees” charges

This tab will appear if the patron has guarantees and those guarantees have unpaid charges in their account. The total amount owed by guarantees will be displayed in the tab title.

The tab will show the guarantee’s name and the total unpaid amount, without any details. To see details, go to the guarantee’s accounting tab.

Guarantees' charges tab showing the patrons guarantees who have unpaid amounts, with links to their records

Reservas

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

Nota

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.

Nota

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

Nota

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 number of active recalls will be displayed in the tab title.

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.

Solicitud de artículos

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 number of active requests will be displayed in the tab title.

The details of the patron’s request, and its status, are visible in this tab.

Article request tab in the patron record

Claims

If the patron has claimed they returned items, but those were not checked in, the claims will be shown in this tab. The number of resolved and unresolved claims will be displayed in the tab title. The first number, in green (or in gray if it’s 0), represents the number of resolved claims and the second number, in yellow (or in gray if it’s 0), represents the number of unresolved claims.

Patron's claims tab

From this tab, staff can edit claim notes and resolve claims.

Restricciones

La pestaña Restricciones será mostrada para todos los usuarios. Si los usuarios no tienen restricciones usted podrá observar eso también en esa pestaña.

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

Si el usuario tiene restricciones en su cuenta, la pestaña mostrará el número y la descripción.

There are at least four kinds of restrictions:
  • Manual

  • Retrasos

  • Suspension

  • Generar libre de deuda

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

  • Type: if the PatronRestrictionTypes system preference is enabled, you will have a choice of restriction types. This list can be managed from the patron restriction types administration page

  • 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 expired and it will show in gray.

    Version

    Expired restrictions are marked as such as of Koha version 23.11. In prior versions, if a restriction was expired, it looked the same as an active restriction, but it stopped blocking circulation nonetheless.

    Nota

    Expired restrictions will stay visible in the patron’s file, but will not block circulation.

    You can use the cleanup_database.pl cronjob with the –restrictions flag to automatically remove expired restrictions.

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. One of the restrictions expired in the past and is displayed in gray with the (expired) mention next to the date

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.

Patrons can also be restricted by setting flags in their accounts.

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.

Nota

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.

Clubes

If you use patron clubs, patrons will have a tab in their record indicating which club they are enrolled in, if any. The first number in the tab title is the number of clubs in which the patron is enrolled, and the second number is the number of clubs the patron is not enrolled in.

Clubs tab in the patron's record

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, hold fees and any other charge you may have for patrons.

Transactions tab in the patron's accounting tab in the staff interface

Nota

Puede personalizar las columnas de esta tabla en la sección “Configuración de columnas” del módulo de Administración (id de tabla: account-fines).

Nota

It’s possible to print a summary of outstanding charges and unused credits in the patron’s account by clicking “Print” at the top of the page and choosing the “Print account balance”.

Menu at the top of a patron's account, the 'Print' button is pressed and the options are Print summary, Print slip, Print quick slip, Print account balance, Print overdues, and Print checkin slip

“Print summary” will print a full summary of the patron’s account, including outstanding charges.

The Transactions tab will show you the following columns:

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

    • En el caso de multas esto será el último día que las multas fue acumulada

  • 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 account type 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

    Nota

    For overdue fines, the default is the title and the due date. You can customize this by editing the OVERDUE_FINE_DESC template in the Notices and slips tool.

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

  • Call number: if the charge is linked to a particular item, the item’s call number 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

  • Notas: cualquier nota acerca de este pago/cargo

    • 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

  • Cantidad: la cantidad total del pago o cargo

  • Pendiente: la cantidad todavía prevista encima cargo

  • Actions:

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

En el tope de la tabla puede hacer clic en “Filtrar transacción paga” para ocultar todas las transacciones completadas y además puede utilizar el cuadro de búsqueda para encontrar un monto o pago específico.

Actions

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

  • A button to print or email a receipt or invoice for that line item

    Nota

    If the line item is a credit (payment, writeoff or other credit), the receipt that will be printed will be the ACCOUNT_CREDIT notice. It can be customized in the Notices and slips tool.

    If the line item is a debit (a charge), the invoice that will be printed will be the ACCOUNT_DEBIT notice. It can be customized in the Notices and slips tool.

  • 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.

  • Las multas se cargaran basadas en sus :ref:”reglas de circulación y multas<circulation-and-fines-rules-label>”

  • Los costos de reservas se cargaran basados en la reglas establecidas en :ref: “Tipos de usuarios y categorías <patron-categories-label>” en el area de administración

  • Los costos de alquiler se cobrarán en base a la configuración en su :ref: tipos de ejemplares <item-types-label>” en el área de administración

  • Marcar a un ítem como “Perdido” en el módulo de catalogación, automáticamente, le pondrá una multa al usuario equivalente al costo de reemplazo del ítem.

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

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

  • Se cobrarán cargos por solicitud de artículo basado en la sección :ref`cargos por solicitud de artículo`<default-article-request-fees-label> de la página de reglas de circulación.

Creating manual invoices

For fees that are not automatically charged, staff can create a manual invoice.

Nota

Staff need the manual_invoice (or superlibrarian) permission in order to add manual credits to a patron’s account.

  • Click on the “Create manual invoice” tab

    Create manual invoice form

    • Type: choose the type of invoice to create.

      Nota

      Para agregar valores adicionales al tipo de factura manual del menú desplegable, agregarlos al :ref: “tipos de débito <add-debit-type-label>” en el módulo de administración.

    • Barcode: if the fee is associated with an item you can enter its barcode so that the line item shows a link to that item.

    • Description: enter the description of the charge.

    • Note: if needed, add a note about this charge.

    • Amount: enter the amount of the charge, do not enter currency symbols, only numbers and decimals

    • If any additional fields were set up for account line debits, they will appear here.

  • Click “Save” to charge the amount to the patron’s account, or

  • Click “Save and pay” to charge the amount to the patron’s account and go directly to the payment page.

Paying and writing off charges

Each account line can be paid in full or written off using the “Make a payment” tab.

Make a payment tab in the patron's accounting section

Nota

Puede personalizar las columnas de esta tabla en la sección “Configuración de columnas” del módulo de Administración (id de tabla: pay-fines-table).

Each account line can be paid in full, partially paid, or written off.

Paying an individual charge in full

To pay an individual charge in full:

  • If you need to add a note about the payment, click “Add note” and type in the note before proceeding.

  • Click the “Pay” button next to the charge to be paid in full.

    Make a payment tab in the patron's accounting section

A table will show the details of the charge being paid, the full amount of the charge will be populated for you in the “Amount being paid” and the “Amount tendered” fields.

Nota

If you made a mistake and this charge should be written off instead, you can switch between “Pay” and “Write off” mode using the buttons located at the top of this tab. See Writing off an individual charge below.

Form to pay an individual charge

  • Amount being paid: this is the amount that will be debited from the charge. When paying a charge in full, this should be the full amount.

  • Amount tendered: this is the actual amount handed to you by the patron, it will be used to calculate the change. For example, if a patron has a 2.75$ fine to pay, and they pay with a 5$ bill, enter 5 in “Amount tendered”.

  • Change to give: if the amount being paid and the amount tendered are different (i.e. more money was collected) the amount of change to be given will be displayed.

  • Payment type: choose the type of payment.

    Nota

    This field will only appear if one or more values are defined under the PAYMENT_TYPE authorized value.

    Nota

    This field will be required if either the UseCashRegisters system preference or the RequirePaymentType system preference is enabled.

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

    Nota

    If the UseCashRegisters system preference is enabled, and the CASH payment type is chosen above, you will be required to choose a cash register for the payment.

    Whether or not this field is required when another payment type is chosen is determined by the RequireCashRegister system preference.

  • If any additional fields were set up for account line credits, they will appear here.

  • Click “Confirm”.

  • If change was to be given back to the patron, a pop-up window will appear to remind you, click “Yes” to confirm that you gave back the correct amount and confirm the payment.

    Pop-up window saying 'The amount collected is more than the outstanding charge The amount collected from the patron is higher than the amount to be paid. The change to give is 2.25. Confirm this payment?' with Yes and No buttons

The charge’s outstanding amount will be set to zero (fully paid), and a payment line will be added in the patron’s transactions.

Nota

If the FinePaymentAutoPopup system preference is enabled, a print dialogue window will display. The receipt printed uses the letter ACCOUNT_CREDIT, which can be modified in the Notices and slips tool. 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. The email sent uses the ACCOUNT_PAYMENT letter, which can be modified in the Notices and slips tool.

Partially paying an individual charge

To partially pay an individual charge:

  • Click the “Pay” button next to the charge to be partially paid.

    Make a payment tab in the patron's accounting section

A table will show the details of the charge being paid, the full amount of the charge will be populated for you in the “Amount being paid” and the “Amount tendered” fields.

Nota

If you made a mistake and this charge should be written off instead, you can switch between “Pay” and “Write off” mode using the buttons located at the top of this tab. See Partially writing off an individual charge below.

Form to pay an individual charge, the amount of the charge is 6.75$, the amount to be paid is 5$ and the amount tendered is 5$

  • Amount being paid: this is the amount that will be debited from the charge. When partially paying a charge, enter the amount that should be paid.

  • Amount tendered: this is the actual amount handed to you by the patron, it will be used to calculate the change. For example, if a patron has a 2.75$ fine to pay, and they pay with a 5$ bill, enter 5 in “Amount tendered”.

  • Change to give: if the amount being paid and the amount tendered are different (i.e. more money was collected) the amount of change to be given will be displayed.

  • Payment type: choose the type of payment.

    Nota

    This field will only appear if one or more values are defined under the PAYMENT_TYPE authorized value.

    Nota

    This field will be required if either the UseCashRegisters system preference or the RequirePaymentType system preference is enabled.

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

    Nota

    If the UseCashRegisters system preference is enabled, and the CASH payment type is chosen above, you will be required to choose a cash register for the payment.

    Whether or not this field is required when another payment type is chosen is determined by the RequireCashRegister system preference.

  • If any additional fields were set up for account line credits, they will appear here.

  • Click “Confirm”.

  • If change was to be given back to the patron, a pop-up window will appear to remind you, click “Yes” to confirm that you gave back the correct amount and confirm the payment.

    Pop-up window saying 'The amount collected is more than the outstanding charge The amount collected from the patron is higher than the amount to be paid. The change to give is 2.25. Confirm this payment?' with Yes and No buttons

The charge will be updated to show the original amount and the current amount outstanding, and a payment line will be added in the patron’s transactions.

Nota

If the FinePaymentAutoPopup system preference is enabled, a print dialogue window will display. The receipt printed uses the letter ACCOUNT_CREDIT, which can be modified in the Notices and slips tool. 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. The email sent uses the ACCOUNT_PAYMENT letter, which can be modified in the Notices and slips tool.

Paying an amount towards all charges

To pay an amount towards all charges:

  • Click the “Pay amount” button.

    Make a payment tab in the patron's accounting section

The total amount outstanding in the patron’s account will be displayed, and populated for you in the “Amount being paid” and the “Amount tendered” fields.

Form to pay an amount towards all charges

  • Total amount outstanding: this is the total unpaid charges in the patron’s account.

  • Amount being paid: this is the amount that will be debited from the outstanding amount. Enter the amount that will be paid.

  • Amount tendered: this is the actual amount handed to you by the patron, it will be used to calculate the change. For example, if a patron has a 2.75$ fine to pay, and they pay with a 5$ bill, enter 5 in “Amount tendered”.

  • Change to give: if the amount being paid and the amount tendered are different (i.e. more money was collected) the amount of change to be given will be displayed.

  • Payment type: choose the type of payment.

    Nota

    This field will only appear if one or more values are defined under the PAYMENT_TYPE authorized value.

    Nota

    This field will be required if either the UseCashRegisters system preference or the RequirePaymentType system preference is enabled.

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

    Nota

    If the UseCashRegisters system preference is enabled, and the CASH payment type is chosen above, you will be required to choose a cash register for the payment.

    Whether or not this field is required when another payment type is chosen is determined by the RequireCashRegister system preference.

  • Note: if needed, add a note about this payment.

  • If any additional fields were set up for account line credits, they will appear here.

  • Click “Confirm”.

  • If change was to be given back to the patron, a pop-up window will appear to remind you, click “Yes” to confirm that you gave back the correct amount and confirm the payment.

    Pop-up window saying 'The amount collected is more than the outstanding charge The amount collected from the patron is higher than the amount to be paid. The change to give is 2.25. Confirm this payment?' with Yes and No buttons

The charges” outstanding amounts will be updated, with the payment applied to oldest charges first, and a payment line will be added in the patron’s transactions.

Nota

If the FinePaymentAutoPopup system preference is enabled, a print dialogue window will display. The receipt printed uses the letter ACCOUNT_CREDIT, which can be modified in the Notices and slips tool. 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. The email sent uses the ACCOUNT_PAYMENT letter, which can be modified in the Notices and slips tool.

Paying selected charges

To pay only some charges:

  • Check the selection boxes next to the charges to be paid.

    Make a payment tab in the patron's accounting section, two of the three charges are selected

  • Click the “Pay selected” button.

The total outstanding amount for the selected charges will be displayed, and populated for you in the “Amount being paid” and the “Amount tendered” fields.

Form to pay an amount towards selected charges

  • Total amount outstanding: this is the total unpaid amount for the selected charges.

  • Amount being paid: this is the amount that will be debited from the total outstanding amount of the selected charges. Enter the amount that will be paid.

  • Amount tendered: this is the actual amount handed to you by the patron, it will be used to calculate the change. For example, if a patron has a 2.75$ fine to pay, and they pay with a 5$ bill, enter 5 in “Amount tendered”.

  • Change to give: if the amount being paid and the amount tendered are different (i.e. more money was collected) the amount of change to be given will be displayed.

  • Payment type: choose the type of payment.

    Nota

    This field will only appear if one or more values are defined under the PAYMENT_TYPE authorized value.

    Nota

    This field will be required if either the UseCashRegisters system preference or the RequirePaymentType system preference is enabled.

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

    Nota

    If the UseCashRegisters system preference is enabled, and the CASH payment type is chosen above, you will be required to choose a cash register for the payment.

    Whether or not this field is required when another payment type is chosen is determined by the RequireCashRegister system preference.

  • Note: if needed, add a note about this payment.

  • If any additional fields were set up for account line credits, they will appear here.

  • Click “Confirm”.

  • If change was to be given back to the patron, a pop-up window will appear to remind you, click “Yes” to confirm that you gave back the correct amount and confirm the payment.

    Pop-up window saying 'The amount collected is more than the outstanding charge The amount collected from the patron is higher than the amount to be paid. The change to give is 2.25. Confirm this payment?' with Yes and No buttons

The selected charges” outstanding amounts will be updated, with the payment applied to oldest charges first, and a payment line will be added in the patron’s transactions.

Nota

If the FinePaymentAutoPopup system preference is enabled, a print dialogue window will display. The receipt printed uses the letter ACCOUNT_CREDIT, which can be modified in the Notices and slips tool. 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. The email sent uses the ACCOUNT_PAYMENT letter, which can be modified in the Notices and slips tool.

Writing off all charges

To write off all charges in a patron’s account:

  • Click the “Write off all” button

    Make a payment tab in the patron's accounting section

  • Confirm the writeoff

All charges” outstanding amounts will be set to zero (fully paid/written off), and a writeoff line will be added in the patron’s transactions.

Writing off an individual charge

To write off a single charge:

  • If you need to add a note about the writeoff, click “Add note” and type in the note before proceeding

  • Click the “Write off” button next to the charge to be written off

    Make a payment tab in the patron's accounting section

A table will show the details of the charge being written off, the full amount of the charge will be populated for you in the “Writeoff amount” field.

Nota

If you made a mistake and this charge should be paid instead, you can switch between “Pay” and “Write off” mode using the buttons located at the top of this tab. See Paying an individual charge in full above.

Form to write off an individual charge

  • Writeoff amount: this is the amount that will be debited from the charge. When writing off a charge completely, this should be the full amount.

  • If any additional fields were set up for account line credits, they will appear here.

  • Click “Write off this charge”

The charge’s outstanding amount will be set to zero (fully paid/written off), and a writeoff line will be added in the patron’s transactions.

Nota

If the FinePaymentAutoPopup system preference is enabled, a print dialogue window will display. The receipt printed uses the letter ACCOUNT_CREDIT, which can be modified in the Notices and slips tool. 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. The email sent uses the ACCOUNT_WRITEOFF letter, which can be modified in the Notices and slips tool.

Partially writing off an individual charge

To partially write off a single charge:

  • If you need to add a note about the writeoff, click “Add note” and type in the note before proceeding

  • Click the “Write off” button next to the charge to be written off

    Make a payment tab in the patron's accounting section

A table will show the details of the charge being written off, the full amount of the charge will be populated for you in the “Writeoff amount” field.

Nota

If you made a mistake and this charge should be paid instead, you can switch between “Pay” and “Write off” mode using the buttons located at the top of this tab. See Partially paying an individual charge above.

Form to write off an individual charge

  • Writeoff amount: this is the amount that will be debited from the charge. When partially writing off a charge, enter the amount to be written off.

  • If any additional fields were set up for account line credits, they will appear here.

  • Click “Write off this charge”

The charge will be updated to show the original amount and the current amount outstanding, and a writeoff line will be added in the patron’s transactions.

Nota

If the FinePaymentAutoPopup system preference is enabled, a print dialogue window will display. The receipt printed uses the letter ACCOUNT_CREDIT, which can be modified in the Notices and slips tool. 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. The email sent uses the ACCOUNT_WRITEOFF letter, which can be modified in the Notices and slips tool.

Writing off selected charges

To write off only some charges:

  • If you need to add a note about the writeoff, click “Add note” and type in the note before proceeding

  • Check the selection boxes next to the fines to be written off

    Make a payment tab in the patron's accounting section, two of the three charges are selected

  • Click the “Writeoff selected” button

The total outstanding amount for the selected charges will be displayed, and populated for you in the “Writeoff amount” field.

Nota

If you made a mistake and this charge should be paid instead, you can switch between “Pay” and “Write off” mode using the buttons located at the top of this tab. See Paying selected charges above.

Form to write off selected charges

  • Writeoff amount: this is the amount that will be debited from the charge. When writing off the charges completely, this should be the full amount.

  • Note: if needed, enter a note about this writeoff.

  • If any additional fields were set up for account line credits, they will appear here.

  • Click “Confirm”

The selected charges” outstanding amounts will be updated, with the writeoff applied to oldest charges first, and a writeoff line will be added in the patron’s transactions.

Nota

If the FinePaymentAutoPopup system preference is enabled, a print dialogue window will display. The receipt printed uses the letter ACCOUNT_CREDIT, which can be modified in the Notices and slips tool. 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. The email sent uses the ACCOUNT_WRITEOFF letter, which can be modified in the Notices and slips tool.

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

image457

  • 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.

    image458

Creating manual credits

Los créditos manuales pueden ser utilizados para pagar parte de las multas, o para perdonar un monto de la multa.

Nota

Staff need the manual_credit (or superlibrarian) permission in order to add manual credits to a patron’s account.

  • Click “Create manual credit”.

    Create a manual credit form

    • Type: choose the type of credit to apply.

      Nota

      To add additional values to the manual credit type drop-down menu, add them to the credit types in the Administration module.

    • Barcode: if this credit is associated with an item you can enter that item’s barcode so that the line item links to the right item.

    • Description: enter the description of the credit.

    • Note: if needed, add a note about this credit.

    • Amount: enter the credit’s amount, do not enter currency symbols, only numbers and decimals.

    • Transaction type: choose the type of credit.

      Nota

      This field will only appear if one or more values are defined under the PAYMENT_TYPE authorized value.

      Nota

      This field will be required if either the UseCashRegisters system preference or the RequirePaymentType system preference is enabled.

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

      Nota

      If the UseCashRegisters system preference is enabled, and the CASH transaction type is chosen above, you will be required to choose a cash register for the payment.

      Whether or not this field is required when another transaction type is chosen is determined by the RequireCashRegister system preference.

    • If any additional fields were set up for account line credits, they will appear here.

  • Click “Add credit”.

This will add a credit line to the patron’s account.

Nota

If the AccountAutoReconcile system preference is set to “Do”, the credit will automatically be used to reduce the outstanding amounts in the patron’s account, starting with the oldest charges.

Nota

If the AutoCreditNumber system preference is enabled, credits will be numbered.

Printing invoices

A la derecha de cada línea de cuenta hay un enlace de impresión. Haciendo clic en dicho enlace imprimirá un recibo para el ítem en línea que incluye la fecha y descripción del ítem con el total resaltado de la cuenta.

image461

Listas de circulación

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.

image462

En esta pestaña podrá ver y editar las listas de circulación en las que figura este usuario.

image463

Historial de circulación

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

Nota

  • Puede personalizar las columnas de esta tabla en la sección “Configuración de columnas” del módulo de Administración (id de tabla: checkouthistory-table).

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

Item renewals pop-up

Si desea exportar una lista de códigos de barra de los ítems prestados hoy puede encontrar esa opción en el menú Mas arriba a la derecha de la página.

image465

Esto generará un archivo de texto con un código de barras por línea.

Holds history

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

image1496

Nota

  • Puede personalizar las columnas de esta tabla en la sección “Configuración de columnas” del módulo de Administración (id de tabla: holdshistory-table).

Registro de modificaciones

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.

image466

  • La columna Bibliotecario muestra el número de usuario del bibliotecario que hizo los cambios

  • Módulo lista “USUARIOS” para el módulo del usuario

  • La acción le dirá qué acción se está registrando

  • El campo Objeto muestra el número de usuario que se está modificando (en el ejemplo anterior, es un autocambio de mi propio registro)

Avisos

Las “preferencias de mensajería del usuario <#setpatronmessaging>”__se establecen cuando :ref:”agregar<add-a-new-patron-label>”o :ref:”modificar el usuario<editing-patron-label>”. Esta pestaña muestra los mensajes que se han enviado y los que están en fila para ser enviados:

image467

Haciendo clic en el título del mensaje ampliará la vista para mostrarle el texto completo del mensaje enviado.

image468

If the message has a status of sent or failed you will have the option to “resend” the message to the patron by clicking the “resend” button found under the status.

image469

Estadísticas

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

image470

Archivos

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

image471

Desde aquí puede subir archivos para adjuntarlos al registro del usuario.

image472

Todos los archivos que sean subidos aparecerán cobre un formulario done archivos adicionales pueden ser subidos.

image473

Sugerencias de compra

Si el usuario ha hecho alguna sugerencia de compra, verá una pestaña de sugerencias de compra en el registro del usuario.

Purchase suggestions page in the patron's account

Desde aquí se puede ver todas las sugerencias hechas por el usuario y su estado, también puede crear una sugerencia de compra a favor del usuario haciendo clic en el botón “Nueva sugerencia de compra” en la parte superior.

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

Liberación de la deuda para el usuario

A discharge is a certificate that says the patron has no current checkouts and no holds. To enable this option on the patron record, set the useDischarge system preference to “Allow”.

Nota

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

Nota

Las bibliotecas académicas, a menudo, requieren que usted tenga registros limpios antes de poderse graduar.

Emitting a discharge

To generate a discharge for a specific patron, click the “Discharges” tab on the left of the patron record.

Tabs on the left of a patron record in the staff interface, the Discharges tab is selected

Or click on the “More” button and choose “Discharge”.

More button in a patron's account is open, the options are renew patron, set permissions, send welcome email, send password reset, delete, update child to adult patron, and export today's checked in barcodes

If the patron can have a discharge generated, it will have a button that says “Generate discharge”

Generate discharge button

If the patron has checkouts or holds, you’ll see a message explaining why the patron cannot be discharged.

Message reading 'Cannot edit discharge: the patron has checked out items.'

Once the letter is generated you will have a PDF to download.

Nota

You can customize this message in the Notices and slips tool. The letter code is DISCHARGE.

Nota

You can style the PDF using the NoticeCSS preference, or add inline CSS in the DISCHARGE letter in the Notices and slips tool.

The patron will have a restriction added to their account.

Restrictions tab in the patron's record showing a discharge restriction

A history of discharges will be added to the “Discharges” tab.

A list of discharges for this patron, with date requested and date validated

Approving discharge requests

Patrons can request discharges via the OPAC. Any pending discharges will be listed below the menu buttons on the main staff interface page, with other pending requests.

Prompt on staff interface homepage to view pending article requests, pending purchase suggestions, patrons requesting modifications, pending catalog concerns, pending checkout notes, and pending OPAC problem reports

Clicking the pending discharge request link will open a screen where you can approve those discharges by clicking “Allow”.

Table of pending discharge requests, with Allow button at the right of each

Housebound patrons

There are three roles a patron can have in regard to housebound circulation:

Importante

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

Seleccionador

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

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”.

View of a patron file, after the main block with the patron's contact information, there is a 'Housebound roles' block

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

'Housebound roles' section of the patron form, the 'Chooser' role is set to 'Yes'

Repartidor

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

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

'Housebound roles' section of the patron form, the 'Deliverer' role is set to 'Yes'

Housebound borrowers

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

From there, you can edit their housebound profile information.

Housebound form in a patron account, fields are Delivery day, Frequency, Preferred materials, Subjects, Authors, Referral, and Notes

  • 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.

    Nota

    La frecuencia se gestiona por medio de HSBND_FREQ lista de :ref:”valores autorizados <existing-values-label>”.

  • 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 them here. This will help the chooser select 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.

Housebound profile in a patron's file. Under the preferences (delivery day, frequency, preferred materials, etc.), there is a 'Deliveries' section, with a 'Add a new delivery' button

Click on “Add a new delivery”.

New housebound delivery form

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.

    Nota

    This list is populated by the patrons having the chooser role.

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

    Nota

    This list is populated by the patrons having the deliverer role.

Housebound profile in a patron's file. Under the 'Deliveries' section, there is a table with delivery information (date, chooser, deliverer, and action buttons)

Nota

Choosers and Deliverers can be notified of planned deliveries via reports.

Example reports can 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

Nota

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.

Nota

An email will be sent to the user’s email address to alert them that the two-factor authentication has been enabled on their account.

You can customize this message in the Notices and slips tool. The letter code is 2FA_ENABLE.

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.

Nota

Alternatively, if the user doesn’t have the app handy, they can click on “Send the code by email”, which will send them an email with a time-based one-time password for them to use.

The email is based on the 2FA_OTP_TOKEN notice template, which can be customized in the Notices and slips tool.

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'

Nota

An email will be sent to the user’s email address to alert them that the two-factor authentication has been disabled on their account.

You can customize this message in the Notices and slips tool. The letter code is 2FA_DISABLE.

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.

Library use section of the patron's detail page

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

Nota

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. They will have the option to dismiss the message. This will hide the message from their OPAC account and mark it as read, but it will not delete the message.

'Messages for you' box in the patron's online account with a message reading "'Please bring a proof of address on your next visit to the library.' Written on 15/05/2023 by Centerville" and a dismiss button

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

If you need to edit the message, click the “Edit” button next to the message, edit the text and click “Save”.

Advertencia

If you edit a message that has been dismissed by the patron, it will stay as “Read” and the patron will not see your edit.

If the patron dismisses the message, a “Read” mention with the date will appear next to the message in the staff interface to inform staff members that this message was read by the patron.

OPAC message appearing in the patron's detail page in the staff interface just under the edit buttons, 'Read: 15/05/2023' is displayed next to the message

Avisos de anticipo y avisos de reserva

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, and when a curbside pickup is scheduled.

  • 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

    Nota

    If the RenewalSendNotice system preference is set to “Send”, this notice will be called “Item checkout and renewal”.

    For renewals, the notice sent is RENEWAL.

  • Interlibrary loan ready: A notice that is sent when an inter-library loan the patron requested has been fulfilled and is now ready for pickup.

    • Customize this notice by editing the ILL_PICKUP_READY notice in the Notices and slips tool

    • This option will only appear if the ILLModule system preference is enabled.

  • Interlibrary loan unavailable: A notice that is sent when an inter-library loan the patron requested has been cancelled because it was unavailable.

    • Customize this notice by editing the ILL_REQUEST_UNAVAIL notice in the Notices and slips tool

    • This option will only appear if the ILLModule system preference is enabled.

  • 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»

  • Hold reminder: A notice that is sent a certain number of days after the hold has been filled, in order to remind the patron that they have to pick it up.

  • Interlibrary loan updated: A notice that is sent when an inter-library loan the patron requested has been updated.

    • Customize this notice by editing the ILL_REQUEST_UPDATE notice in the Notices and slips tool

    • This option will only appear if the ILLModule system preference is enabled.

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

Los avisos de vencidos se gestionan en Avisos y recibos y cuando se envían se gestiona en :ref:`Avisos de retraso/disparadores de estado <overdue-notice/status-triggers-label>».

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.