مستخدمين

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

إضافة مستفيد جديد

المستفيدون تمت إضافتهم من خلال الذهاب إلى وحدة 'المستفيدون'.

  • Get there: Patrons

لا يمكن إضافة مستفيد جديد

  • اضغط على ' إدخال جديد '

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

  • أولا أدخل المعلومات التعريفية عن المستفيد

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    • Required fields are defined in the BorrowerMandatoryField system preference

    • Salutation is populated by the عناوين المستعيرين system preference

    • Note

      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.

      على سبيل المثال:

      Firstname: Nicole C.
      Surname: Engard
      Initials: NCE
      

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

      Or you could do something like this:

      Firstname: Nicole
      Surname: Engard
      Initials: E
      

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

  • ومن ثم أدخل معلومات الاتصال

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    • لمعلومات الإتصال ، لاحظ أنَّ رقم الهاتف الأساسي وعنوان البريد الإلكتروني هما الذان يظهران في التنبيهات والقسائم المطبوعة خلال عمليات الإعارة (الإيصالات ، قسائم النقل وقسائم الحجز). وأنَّ الإيميل الأساسي أيضاً هو الذي تذهب إليه إشعارات التأخر والرسائل الأخرى.

  • إذا كان المستفيد من فئة الأطفال عندها سيطلب منك إرفاقه بمستفتفيد من فئة البالغين

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    • Click 'Set to patron' to search your system for an existing patron

    • إذا ما لم يكن الكفيل في النظام ، يمكنك أن تدخل الاسم الأول والأخير في الحقول المتاحة

    • The relationships are set using the borrowerRelationship system preference

  • إذا كان المستفيد احترافيا و خبيرا عندها سيطلب منك إرفاقه بمستفيد من المنظمة

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    • Click 'Set to patron' to search your system for an existing patron

  • يمكن لكل مستفيد أن يكون له معلومات اتصال بديلة

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    • جهة الاتصال الأخرى يمكن أن تكون الوالد أو الوصي. أيضا يمكن أن تُستخدم في البيئات الأكاديمية لتخزين عنوان منزل المستفيد.

  • قسم إدارة المكتبة يتضمن القيم التي يتم استخدامها داخل المكتبة

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

      • Note

        للأنظمة المنصبة جديداً هذا التفضيل سيبدأ عند 1 ويزداد بمقدار 1 في كل مرة بعد ذلك. لتجعله يبدأ مع رقم البداية لباركودات مكتبتك ، أدخل الباركود الأول يدوياً في تسجيلة المستفيد واحفظها. بعد ذلك سيزداد ذلك الرقم في الحقل بمقدار 1 .

    • اذا اخترت عن غير قصد فهرس المستفيد الخطأ في البداية يمكنك اصلاح ذلك هنا

    • فرز 1 و 2 يستخدم من أجل الأهداف الإحصائية في مكتبتك

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

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

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    • تاريخ التسجيل سيتم ملئه تلقائيا مع تاريخ اليوم

    • If your patron cards expire (based on your patron category settings) the expiry date will automatically be calculated

    • The OPAC note is a note for the patron - it will appear in the OPAC on the patron's record

    • The Circulation note is meant solely for your library staff and will appear when the circulation staff goes to check an item out to the patron

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    • الموظف / OPAC يسأل عن اسم المستخدم وكلمة المرور ليتم استخدامها من قبل المستفيد(و / أو الموظف العضو) لتسجيل الدخول إلى حساباتهم في OPAC وبالنسبة للموظف لتسجيل الدخول إلى عميل الموظف.

      • Staff will only be able to use this log in info to log in to the staff client if they have the necessary permissions.

  • If you have set additional patron attributes up, these will appear next

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

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    • ثلاث مرات في الإسبوع

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

      • Item checkout: A notice that lists all the of the items the patron has just checked out and/or renewed, this is an electronic form of the checkout receipt

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

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

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

    • Patrons can choose to receive their notices as a digest by checking the 'Digest only?' box along with the delivery method. A digest is a combination of all the messages of that type (so all items due in 3 days in one email) in to one email instead of multiple emails for each alert.

    • Important

      These preferences will override any you set via the patron categories

    • Important

      هذه التفضيلات يمكن للمستفيد أن يغيرها وذلك عن طريق الأوباك

  • عندما تنتهي ، انقر 'حفظ'

إذا ما شكَّ النظام بأن هذا المستفيد هو تكرار لمستفيد آخر فإنه سيحذِّرك.

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Note

A duplicate patron is detected if first and last names match and there is no date of birth populated or if first name, last name and date of birth fields are all populated. If two patrons have matching names, but one has a date of birth and the other does not they will not match as duplicates.

إذا كنت قد وضعت حدا للفئة العمرية المطلوبة سواء بالأعلى أو بالأدنى وكان مطلوبا منك أن تملأ حقل الميلاد عندها كوها سيحذرك في حال إضافتك لمستفيد لا يتناسب عمريا مع هذه الفئة التي اخترتها فإما هو أصغر منها أو أكبر سنا

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Quick add a patron

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

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

To quick add a patron, go to the Patrons module

  • Get there: Patrons

Click on the 'Quick add new patron' button.

You will be asked to choose a patron category.

Then, you will be presented with a shortened form.

image1346

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

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

Add a staff patron

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

Important

تذكرتعيين أسماء المستخدمين وكلمات السر الآمنة للموظفين حيث ستستخدم في الدخول للعميل الموظف

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.

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

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Next, follow the steps put forth in the 'Add a new patron' section of this manual. Since this patron is not a real person, simply fill in the required fields, the correct library and nothing else.

To learn about other methods of tracking in house use visit the tracking inhouse use section of this manual.

Duplicate a patron

في بعض الأحيان عند إضافة اسم العائلة إلى النظام لست بحاجة إلى طباعة معلومات الاتصال لأكثر من مرة. كوها يسمح لك بتكرار تسجيلة المستفيد وتغيير الأجزاء التي تريد ( أو تحتاج إلى ) تغييرها

  • افتح المستفيد الذي تود ان تستخدمه كأساس ( المستفيد الذي ترغب بتكرار المعلومات منه)

  • انقر على زر 'تكرار' في الجزء العلوي من سجلهم

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  • كل الحقول تم تكرارها باستثناء , حقل اسم المستفيد ورقم البطاقة واسم المستخدم وكلمة المرور . املأ الحقول الفارغة بالمعلومات المطلوبة وبعدها انقر على "حفظ "

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    • Note

      عملية النقر على حقل تم ملؤه بالبيانات ستمحو لك المعلومات التي بداخله (مما سيسهل عليك عملية إدخال معلومات مختلفة نسبيا )

  • سوف يتم نقلك إلى مستفيدك الجديد

    image424

Add patron images

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

If the preference is set to 'Allow' you will see a placeholder image under the patron's name and box to upload a patron image below the basic contact information.

image425

In the 'Upload patron image' box click 'Browse' to find the image on your computer and 'Upload' to load the image on to the patron record.

image426

Important

هام: يوجد حد 520K لحجم الصورة المرفوعة ومن المفضل أن تكون الصورة بأبعاد 200x300 بكسيل ، ولكن الصور المشابهة ستعمل أيضاً.

Editing patrons

المستفيدون في كوها من الممكن تحريرهم من خلال استخدام واحد من عدة أزرار للتحرير.

  • للتعديل أدخل نسجيلة المستفيد وببساطة انقر على زر 'تحرير' في الجزء العلوي من تسجيلة المستفيد.

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  • Patron passwords are not recoverable. The stars show on the patron detail next to the password label are always there even if a password isn't set. If a patron forgets their password the only option is to reset their password. To change the patron's password, click the 'Change password' button.

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

    • يمكن لهذا النموذج تلقائيا إنشاء كلمة مرور عشوائي إذا نقرت على الرابط المسمى "انقر للملء مع اقتراح عشوائيا. سيتم عرض كلمات السر كنص".

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

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

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

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

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

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    • If you would like your circulation staff to confirm a patron's address before checking items out to the patron, you can see the 'Gone no address' flag

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    • 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

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    • اذا كنت ترغب أن تمنع مستفيد من المكتبة يمكنك أن تضبط عليه إشارة 'مُقيد'

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    • إذا ما أدخلتَ تاريخاً و/او ملاحظة مرتبطة بالقيود ، فإنك سترى ذلك أيضاً في الرسالة المقيدة

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

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    • سوف تظهر لك نافذة منبثقة تسألك إلى أي من فئات المستفيد البالغ يجب أن يتم تحديث هذا الطفل.

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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.

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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.

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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).

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Note

Superlibrarians will see modifications for any branch, other staff will only see modifications for patrons who belong to their logged in branch.

عند النقر على رابط "المستفيدون المطالبون بتعديلات" سيتم نقلك إلى قائمة المستفيدين الذين يطالبون بالتغيرات.

image439

من هنا يمكنك "الموافقة" وتطبيق التغيرات على تسجيلة المستفيد، "الحذف" لإزالة التغييرات أو "التجاهل" والاحتفاظ بالتغييرات معلقة لمراجعتها لاحقاً.

If you would like to see the entire patron record you can click the 'Patron details' links to the right of the buttons. This will open in a new tab.

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.

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Note

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

  • Select the patron record you want to keep and click on the 'Merge patrons' button.

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

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Patron permissions

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

Important

حتى يتمكن الموظفين من الدخول إلى واجهة الموظفين يجب أن يحملوا "على الأقل " صلاحيات الفهرس والتي تخولهم للدخول إلى هذه الواجهة

Setting patron permissions

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

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  • 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.

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  • 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)

    Note

    عندما تختار ذلك عندها لن تكون بحاجة إلى اختيار أية صلاحيات أخرى

  • Check out and check in items (circulate)

    • Remaining circulation permissions (circulate_remaining_permissions)

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

    • Force checkout if a limitation exists (force_checkout)

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

        • age restriction

        • the item is issued to another patron

        • the item is not for loan

        • the patron has overdue items

        • the item is lost

        • the item is a high demand item

        • the item is on hold

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

      • The permission to manage the checkout notes written by users

        through the OPAC

    • Manage restrictions for accounts (manage_restrictions)

      • Grants permission to the staff member to lift a restriction that might be on the patron's record

    • Execute overdue items report (overdues_report)

      • يمكن العثور على صلاحية تشغيل تقارير المتأخرات أدنى الإعارة

    • Override blocked renewals (override_renewals)

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

      • Requires that the staff member also has circulate_remaining_permissions

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

    Important

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

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

    • Manage account debit and credit types (manage_accounts)

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

      • This gives access to the additional fields section

      • Important

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

    • Manage audio alerts (manage_audio_alerts)

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

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

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

    • Manage circulation rules (manage_circ_rules)

    • Manage circulation rules form any library (manage_circ_rules_from_ any_libraries)

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

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

    • Manage cities and towns (manage_cities)

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

    • Manage classification sources and filing rules (manage_classifications)

    • Manage column configuration (manage_column_config)

    • Manage Did you mean? configuration (manage_didyoumean)

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

    • Manage item circulation alerts (manage_item_circ_alerts)

    • Manage item search fields (manage_item_search_fields)

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

    • Manage item types (manage_itemtypes)

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

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

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

    • Manage libraries and library groups (manage_libraries)

    • Manage Mana KB content sharing (manage_mana)

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

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

    • Manage record matching rules (manage_matching_rules)

    • Manage OAI sets (manage_oai_sets)

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

    • Manage extened patron attributes (manage_patron_attributes)

    • Manage patron categories (manage_patron_categories)

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

    • Manage search engine configuration (manage_search_engine_config)

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

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

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

    • Manage SMS cellular providers (manage_sms_providers)

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

    • Manage global system preferences (manage_sysprefs)

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

    • Manage usage statistics settings (manage_usage_stats)

    • Remaining system parameters permissions (parameters_remaining_permissions)

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

  • Add, modify and view patron information (borrowers)

    • Add, modify and view patron information (edit_borrowers)

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

    • View patron infos from any libraries (view_borrower_infos_from_any_libraries)

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

  • Set user permissions (permissions)

    • The ability to set permissions for other staff members

  • Place and modify holds for patrons (reserveforothers)

    • Modify holds priority (modify_holds_priority)

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

    • Place holds for patrons (place_holds)

      • Allows staff members to place holds in the staff interface

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

    • Use the advanced cataloging editor (advanced_editor)

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

      • Note

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

    • Delete all items at once (delete_all_items)

      • القدرة على استخدام خيار "حذف كل المواد" الموجود أدنى قائمة "تحرير" في الفهرسة

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

      • إمكانية النفاذ والوصول إلى وظائف الفهرس من خلال صفحة ` الفهرس <#cataloging>`__

    • Edit items (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

      • Note

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

    • Fast cataloging (fast_cataloging)

  • Manage patrons fines and fees (updatecharges)

    • Payout credits to patrons (payout)

      • Grants the ability to reimburse credits to patrons

    • Remaining permissions for managing fines and fees (remaining_permissions)

      • Grant the ability to manage fines and fees other than the actions described in the other subpermissions (paying out credits and writing off fees)

    • Write off fines and fees (writeoff)

      • Grants the ability to write off patron fees

  • Acquisition and/or suggestion management (acquisition)

    Note

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

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

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

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

    • Manage funds (budget_manage)

      • Grants the ability to acces the fund administration page

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

    • Manage all funds (budget_manage_all)

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

      • Note that the budget_manage permission is required

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

      • Grants the ability to edit fund information and amounts

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

    • Manage contracts (contracts_manage)

      • Grants the ability to add, edit and delete contracts with vendors

    • Manage currencies and exchange rates (currencies_manage)

    • Manage EDIFACT transmissions (edi_manage)

      • Grants the ability to access the EDI account adminitration page, the library EANs administration page and access sent EDI messages

      • In order to be able to send orders via EDI, your staff member also needs the

    • Manage basket groups (group_manage)

    • Manage baskets and order lines (order_manage)

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

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

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

      • Note that the order_manage permission is required

    • Receive orders and manage shipments (order_receive)

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

    • Manage budgets (period_manage)

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

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

    • Manage budget plannings (planning_manage)

      • Grants the ability to view budget planning

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

    • Manage purchase suggestions (suggestions_manage)

    • Manage vendors (vendors_manage)

  • Use all tools (tools)

  • Edit authorities (editauthorities)

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

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

  • Manage serial subscriptions (serials)

    • Check the expiration of a serial (check_expiration)

    • Gives ability to check the expiration date of serials

    • Claim missing serials (claim_serials)

    • Create a new subscription (create_subscription)

    • Delete an existing subscription (delete_subscription)

      • Gives the ability to delete serial subscriptions

    • Edit an existing subscription (edit_subscription)

    • Serials receiving (receive_serials)

    • Renew a subscription (renew_subscription)

    • Routing (routing)

    • Manage subscriptions from any branch (superserials)

      • This permission is only useful if the منع system preference is used

  • Allow access to the reports module (reports)

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

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

    • Create SQL reports (create_reports)

    • Delete SQL reports (delete_reports)

      • The ability to delete saved SQL reports

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

    • Execute SQL reports (execute_reports)

      • The ability to :ref:`run custom SQL reports <running-custom-reports-label>, but not create or edit them

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

    • This permission requires the borrowers permission above

  • Course reserves (coursereserves)

  • Koha plugins (plugins)

    • Note that the برامج كوها المساعدة system preference needs to be enabled otherwise, these permissions don't have any effect.

    • Configure plugins (configure)

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

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

    • Manage plugins (manage)

      • أدر البرامج المساعد (تثبيت/ الغاء تثبيت)

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

    • Use report plugins (report)

      • استخدم برامج التقارير المساعدة

    • Use tool plugins (tool)

      • تبويب Param هي لتعيين الإضافات المدمجة

  • Lists (lists)

    Important

    All staff have permission to create and modify their own lists, this permission is only necessary if you'd like to give a staff member permission to delete public lists that they have not created.

    • Delete public lists (delete_public_lists)

      • The ability to delete public lists created by someone else

  • Patron clubs (clubs)

    • Create and edit clubs (edit_clubs)

    • Create and edit club templates (edit_templates)

    • Enroll patrons in clubs (enroll)

      • Enroll patrons from the patron file

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

  • Create and modify interlibrary loan requests (ill)

  • Self check modules (self_check)

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

      ** Note**

      This permission prevents the patron from using any other OPAC functionality

  • Perform self checkout at the OPAC (self_checkout_module)

    Note

    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)

Patron information

أثناء عرض تسجيلة مستفيد لديك خيار عرض المعلومات من أحد التبويبات العديدة الموجودة إلى يسار التسجيلة.

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

Check out

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

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

التفاصيل

Note

Staff members can access their own account details by clicking their username in the top right of the staff client and choosing 'My account'

image442

All patron information will appear in the Details tab. This includes all the contact information, notes, custom patron attributes, messaging preferences, etc. entered when adding the patron.

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

أدناه معلومات المستفيد على شاشة التفاصيل هو عرض كلفة من المواد التي المعارة، المتأخرة، وعلى الانتظار

Checkouts

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

image445

Relatives' checkouts

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

image446

Fines & charges

The Fines & charges tab will show for all patrons, even those who don't owe anything.

If the patron does owe money to the library, the tab will show the total amount, without any details. To see the details, go to the fines tabs.

image1360

Holds

If the patron has holds, the number of holds will appear on this tab's title and the details will appear in the tab.

image490

Note

The barcode and call number will only appear on item-level holds or holds that have been confirmed. Record-level holds that are not waiting to be picked up will not have barocdes or call numbers.

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

Note

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

Note

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

Article requests

If the ArticleRequests system preference is enabled, and the circulation rules allow it, the patrons will be able to request articles, either through the OPAC or in the staff interface.

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

image1361

Restrictions

The Restrictions tab will show for all patrons. If the patron has no restrictions you will see that on the tab.

image447

If the patron has restrictions on their account the tab will show the number and the description.

There are four kinds of restrictions:
  • Manual

  • Overdues

  • Suspension

  • Discharge

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

image449

image448

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

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

In the circulation rules, you can choose to fine users by suspending them instead of (or in addition to) fining them money. In that case, returning an overdue document will trigger a suspension restriction.

Patrons may also be restricted if you have issued a discharge for them. Once the discharge is validated, the patron is automatically restricted.

Restrictions on a patron record will block checkouts. In fact, a message will appear in red when going to the checkout page.

image1363

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.

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.

Note

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

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

  • Set the OverduesBlockRenewing system preference to 'block renewing for all the patron's items' or 'block renewing only for this item' to prevent patrons who have overdue materials from renewing their loans.

  • Enter values in the noissuescharge and NoIssuesChargeGuarantees system preferences in order to block checking out to patrons who have more than a certain amount in fines or to patrons whose guarantees owe more than a certain amount.

  • Enter a value in the maxoutstanding system preference to prevent patron from placing holds on the OPAC if they owe more than a certain amount.

  • Enter a value in the OPACFineNoRenewals system preference to prevent patron who owe more than a certain amount to renew their loans from the OPAC.

  • Set the BlockExpiredPatronOpacActions system preference to 'Block' if you want to prevent patron whose membership has expired to place hold or renew their loans from the OPAC.

Clubs

If you use patron clubs, patrons will have a tab in their record indicating which club they are enrolled in, if any.

image1362

غرامات

تاريخ المحاسبة الكامل للمستفيد لن يظهر على شريط الغرامات. خلافاً لاسمها شريط الغرامات لا يعرض بيانات الغرامة ولكنه أيضاً يعرض رسوم العضوية، ورسوم الإيجار، والرسوم الاحتياطية وأية رسوم أخرى قد تكون لدى المستفيدين.

image450

The Accounts tab will show you the following columns:

  • التأريخ: تأريخ الرسوم المترتبة عليك / الدفعات سوف ترسل

    • في حالة الغرامات هذه سوف يكون هذا اليوم الأخير للغرامة المستحقة

  • الغير مسددة: وصف الرسوم التي تتضمن التأريخ المحدد للمواد المتأخرة ووجود وصلة إلى سجل المادة إذا كانت متوفرة

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

  • ملاحظة: أي ملاحظات حول هذه الرسوم / الدفع

    • 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

  • المبلغ: المبلغ الإجمالي للدفع أو الرسوم

  • المعلقة: المبلغ الذي لايزال مستحق على الرسوم

  • Actions column:

    • A link to print a receipt for that line item

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

    • A link to void (delete) the payment

At the top of the table you can click the 'Filter paid transaction' to hide all completed transaction and above that you can use the search box to find a specific charge or payment.

Charging fines/fees

Most fees and fines will be charged automatically if the fines cron job is running:

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

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

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

  • تحديد المادة على أنها 'مفقودة' من خلال وحدة الفهرسة سيغرِّم المستفيد بشكل تلقائي بتكلفة البديل لتلك المادة

Pay/Void fines

Each line item can be paid in full (or written off) using the 'Pay fines' tab.

image451

  • كل مادة يمكن دفعها بشكل كامل ، جزئياً ، أو شطبها.

  • دفع الغرامات بشكل كلي

    • If you have a note about the payment please type that first then move on

    • اضغط على "ادفع" بجانب الغرامة التي تريد دفعها بشكل كلي

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

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

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

      |image1501|

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

    • اضغط "تأكيد"

    • ستتم إزالة الغرامة من الغرامات الغير المسددة، وكما هو معروض مدفوعة بالكامل.

  • دفع غرامة جزئياً

    • اضغط على "ادفع" بجانب الغرامة التي تريد دفعها جزئيا

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

      image453

    • اضغط "تأكيد"

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

  • ادفع مبلغاً لكل الغرامات

    • Click the "Pay amount" button

    • Enter the amount you are collecting from the patron in "Collect from patron." The sum of all fines is shown in "Total amount outstanding"

      image454

    • اضغط "تأكيد"

    • وسيتم تحديث مجاميع الغرامة مع دفع الغرامات المطبقة على الأقدم أولا.

  • Pay selected fines

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

      image455

    • إدخال مبلغ لدفع الغرامات.

      image456

    • اضغط "تأكيد"

    • وسيتم تحديث مجاميع الغرامة مع دفع الغرامات المطبقة على الغرامات المحددة بالأقدم أولاً

  • اشطب غرامة واحدة

    • اضغط على "الشطب" بجانب الغرامة التي تريد ان تشطبها

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

    • ستتم إزالة الغرامة من الغرامات الغير المسددة، وعرضها كما هو مكتوب.

  • Writeoff selected fines

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

    • Click "Confirm".

    • ستتم إزالة الغرامة من الغرامات الغير المسددة، وعرضها كما هو مكتوب.

  • Writeoff all fines

    • Click the "Writeoff all" button

    • كل الغرامات سيتم حذفها من الغرامات غير المسددة، وستعرض كمنتهية.

  • 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

      Note

      • You can enable email receipts for payment and writeoff transactions with the UseEmailReceipts system preference.

Creating manual invoices

للرسوم الغير مدفوعة تلقائيا، المكتبيين يستطيعون إنشاء فاتورة يدوية

image459

  • أولا إختيار نوع الفاتورة التي ترغب في إنشائها

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

  • إذا ما كانت الوسوم المرتبطة بمادة بإمكانك إدخال الباركود الخاص بها وبذلك فإن سطر المادة يعرض وصلة إلى تلك المادة

  • حقل الوصف هو المكان الذي سيدخل وصفا للرسوم

  • في حقل المبلغ ، لا تدخل رموز العملة ، فقط أدخل أرقاماً وكسوراً عشرية

Creating manual credits

دليل الاعتماد المالي من الممكن أن يستخدم لتسديد أجزاء من الغرامات، أو للمسامحة في مبلغ الغرامة.

image460

  • First choose the type of credit you'd like to apply

  • اذا هذا الائتمان يقترن مع مادة بإمكانك ادخال باركود تلك المادة بحيث سطر المادة يرتبط بالمادة الصحيحة

  • حقل الوصف هو المكان الذي سيدخل وصفا للائتمان

  • في حقل المبلغ ، لا تدخل رموز العملة ، فقط أدخل أرقاماً وكسوراً عشرية

Printing invoices

على اليسار من كل سطر حساب هنالك وصلة طباعة. بالنقر على هذه الوصلة سيتم طباعة فاتورة لسطر المادة والتي تشتمل على التاريخ والوصف لسطر المادة مع مجموع المبالغ الغير مسددة في الحساب.

image461

Routing lists

A list of all of the serial routing lists the patron belongs to will be accessible via the 'Routing lists' tab on the patron record.

image462

في هذا التبويب سيكون بإمكانك أن ترى وتحرر كل قوائم التمرير التي يدخل فيها هذا المستفيد.

image463

Circulation history

The circulation history tab will appear if you have set the intranetreadinghistory preference to allow it to appear. If you have the OPACPrivacy system preference set to 'Allow' and the patron has decided that the library cannot keep this information this tab will only show currently checked out items.

image464

اذا كنت ترغب بتصدير قائمة من الباركود للمواد المُعادة اليوم يمكنك أن تجد ذلك الخيار تحت قائمة المزيد في أعلى اليسار من الصفحة.

image465

سوف ينشئ ملف نص مع باركود واحد لكل سطر.

Modification log

If you have set your BorrowersLog to track changes to patron records, then this tab will appear. The Modification log will show when changes were made to the patron record. If you also have turned on the IssueLog and ReturnLog you will see checkins and outs on this screen as well.

image466

  • ملف أمين المكتبة يعرض رقم المستفيد من أجل أن يقوم أمين المكتبة بالتغيرات

  • وحدة قوائم 'MEMBERS' لوحدة المستفيد

  • الأجراءات سوف تخبرك أي الأجراءات ستبدأ بتسجيل الدخول

  • قائمة حقول مواد الـ borrowernumber التي يجري تعديلها (في المثال إعلاه, تم تغير السجل الخاص بي)

الإخطارات

The patron's messaging preferences are set when adding or editing the patron. This tab will show the messages that have been sent and those that are queued to be sent:

image467

النقر على عنوان الرسالة سيوسع لك العرض ليريك النص الكامل للرسالة المرسلة.

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

إحصائيات

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

image470

ملفات

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

image471

من هنا بإمكانك أن ترفع ملفات لترفقها مع تسجيلة المستفيد.

image472

كل الملفات التي تمَّ رفعها ستظهر في أعلى نموذج والذي يمكنك من رفع ملفات إضافية من خلاله.

image473

Purchase suggestions

إذا قام المستفيد بعمل أي مقترحات للشراء سترى تبويب مقترحات الشراء في تسجيلة المستفيد.

image1247

من هنا يمكنك رؤية جميع المقترحات التي قام بها المستفيد وحالتها، كما يمكنك إنشاء مقترح شراء نيابةً عن المستفيد بالنقر على زر "مقترح شراء جديد" في الأعلى.

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

إخلاء طرف المستفيد

A discharge is a certificate that says the patron has no current checkouts, no holds and owe no money. To enable this opti`on on the patron record you need to set the useDischarge system preference to 'Allow'.

Note

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

Note

Academic libraries often require that you have a clear record at the library before you can graduate.

Patrons can request discharges via the OPAC. Any pending discharges will be listed below the menu buttons on the main staff client page

image1248

Clicking the pending requests will open a screen where you can allow those discharges

image1249

To generate a discharge for a specific patron click the 'Discharge' tab on the left of the patron record

image1250

إذا كان من الممكن أن يكون لديه إخلاء طرف موّلد فسيكون هناك زر "توليد إخلاء طرف"

image474

غير ذلك سترى رسالة خطأ تشرح سبب عدم إمكانية إخلاء طرف هذا المستفيد

image475

بمجرد توليد الخطاب سيكون لديك نسخة PDF للتحميل

image476

Note

You can style the PDF using the NoticeCSS preference.

The patron will have a restriction added to their account

image1251

And a history of discharges will be added to the 'Discharge' tab

image1252

Housebound patrons

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

Important

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

Chooser

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

image1349

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

image1350

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

Deliverer

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

image1351

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

Housebound borrowers

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

image1347

From there, you can edit their housebound profile information.

image1348

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

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

    Note

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

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

    For example: books, dvds, magazines, etc.

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

    For example: romance, cookbooks, thrillers, etc.

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

    For example: Danielle Steel, James Patterson, etc.

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

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

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

Coordinating deliveries

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

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

image1352

Click on 'Add a new delivery'.

image1353

Fill out the information :

  • Date: Enter the date of the delivery.

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

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

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

image1354

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