Čtenáři

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

Přidat nového čtenáře

Čtenáři se přidávají v modulu ‚Čtenáři‘.

  • Get there: Patrons

Jakmile jste tu, můžete přidat nového čtenáře.

  • Klikněte „Nový čtenář“

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

  • Nejprve zadejte identifikační údaje týkající se vašeho čtenáře

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    • Required fields are defined in the BorrowerMandatoryField system preference

    • Salutation is populated by the BorrowersTitles system preference

    • Poznámka

      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.

      Příklady:

      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).

  • Dále vyplňte kontaktní informace

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    • Primární telefonní číslo a e-mailová adresa se budou objevovat na oznámeních a lístcích tištěných během výpůjčního procesu (stvrzenky, lístky o přenosu a rezervační lístky). Primární e-mailová adresa také slouží k zasílání upozornění o prodlení a dalších zpráv.

  • Pokud je čtenářem dítě, budete vyzváni k připojení dětského čtenáře na dospělého čtenáře

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    • Click ‚Set to patron‘ to search your system for an existing patron

    • Pokud ručitel není v systému, můžete zadat jméno a příjmení v dostupných polích

    • The relationships are set using the borrowerRelationship system preference

  • Pokud tento čtenář je profesionální, budete požádáni připojit k tomuto čtenáři korporátního (organizačního) čtenáře

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    • Click ‚Set to patron‘ to search your system for an existing patron

  • Každý čtenář může mít alternativní kontakt

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    • Alternativní kontakt může být rodič nebo poručník. V akademickém prostředí může být také použit k uložení čtenářovy domácí adresy.

  • Sekce správa knihovny obsahuje hodnoty, které jsou použity v rámci knihovny

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

      • Poznámka

        V nově nainstalovaném systému je přednastavena hodnota 1 a pokaždé o 1 vzroste. Abyste mohli začít počátečním číslem vašich čárových kódů, zadejte ručně do záznamu o čtenáři první čárový kód a uložte čtenáře. Poté bude hodnota tohoto pole narůstat vždy o 1.

    • Pokud omylem zvolili nesprávnou kategorii čtenáře na začátku můžete to opravit tak, že zde

    • Řazení 1 a 2 je možné použít pro statistické účely

    • ‚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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    • Datum registrace bude automaticky vyplněno dnešním datem.

    • 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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    • Intranet/OPAC se zeptá na uživatelské jméno a heslo, které používá čtenář (a/nebo zaměstnanec) přihlásit do svého účtu v OPACu a u zaměstnanců pro přihlášení do intranetu.

      • 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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    • Tato oznámení jsou:

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

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

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

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

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

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

    • Důležité

      These preferences will override any you set via the patron categories

    • Důležité

      Tyto předvolby mohou být změněny čtenářem přes OPAC

  • Po dokončení klikněte na ‚Uložit‘

Pokud systém má podezření, že tento čtenář se duplikuje s jiným, bude vás varovat.

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Poznámka

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.

Pokud jste nastavili dpolní nebo horní věkovou hranici na kategorii čtenáře a požadujete, aby datum narození bylo vyplněno, Koha vás bude varovat, pokud přidáváte je příliš starého nebo mladého čtenáře do kategorie, kterou jste vybrali:

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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.

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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

Důležité

Nezapomeňte přiřadit svým zaměstnancům bezpečná uživatelská jména a hesla, protože tyto budou použity pro přihlášení zaměstnanců do intranetu.

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

Někdy, když přidáváte novou rodinu do systému a nechcete zadávat kontaktní údaje znovu. Koha vám možňuje vám kopírovat čtenáře a změnit pouze ty části, které chcete (nebo potřebujete) změnit.

  • Otevřete Čtenáře, kterého chcete použít jako základ (Čtenáře, od kterého chcete duplikovat informace)

  • Klikněte na tlačítko ‚Duplikovat‘ v horní části jejich záznamu

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  • Všechna pole s výjimkou jména, které číslo karty, uživatelského jméno a hesla jsou duplikovány. Doplňte chybějící části a klikněte na „Uložit“

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    • Poznámka

      Kliknutím na pole, které je již naplněno daty bude vymazáno (což je pro vás jednodušší psát znova než v něčem jiném)

  • Budete přesunuti do nového čtenáře

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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.

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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.

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Důležité

Důležité: Je zde limit 520K na velikost nahraného obrázku a doporučuje se, aby obrázek byl 200x300 pixelů, ale menší snímky budou též fungovat.

Editing patrons

Čtenáři v Koha mohou být editováni jedním z mnoha editačních tlačítek.

  • Chcete-li upravit celý záznam čtenáře jednoduše klikněte na tlačítko „Upravit“ v horní části patrona záznamu.

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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.

    • Tentoformulář může automaticky generovat náhodné heslo, pokud kliknete na odkaz označený „Klikněte na vyplnění náhodně generovaným heslem. Hesla se zobrazí jako text.“

  • 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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    • Pokud byste chtěli vyškrtnout čtenáře z knihovny, můžete nastavit značku „Omezen“

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    • Pokud zadáte do data a/nebo poznámky týkající se omezení uvidíte ji také v restrikčním hlášení

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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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    • Bude vám pak prezentováno pop-up oknem dotazujícím se, která kategorie dospělých čtenářů tohoto dítěte by měla být aktualizována

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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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Poznámka

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

Po kliknutí na odkaz „Modifikace žádostí čtenářů“, budete vráceni na seznam čtenářů s požadovanými změnami.

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Odtud můžete „Schválit“ a aplikovat změny ve čtenářově záznamu, „Vymazat“ a „Odstranit změny“ nebo „Ignorovat“ a zachovat změny čekající na pozdější zhodnocení.

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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Poznámka

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.

Důležité

Aby se zaměstnanci mohli přihlásit do rozhraní zaměstnanců (služební intranet) musí mít (přinejmenším) oprávnění ke katalogu, které jim umožní zobrazit služební intranet.

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)

    Poznámka

    S takto vybraným, není třeba vybírat žádné jiné oprávnění

  • 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:

        • Věkové omezení

        • the item is issued to another patron

        • jednotku nelze vypůjčit

        • the patron has overdue items

        • Varování, že tato jednotka je ztracená

        • Velmi žádaná jednotka.

        • Podání více rezervací na jednotky

    • 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)

      • Oprávnění ke spouštění výstupů o překročených výpůjčkách naleznete pod „Výpůjčky“

    • 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.

    Důležité

    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

      • Důležité

        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 Vyhledávací stroj 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

      • Poznámka

        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)

      • Možnost použít volbu „Smazat všechny položky“, která je umístěna pod menu „Upravit“ v katalogizaci.

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

      • Schopnost přístupu ke všem funkcím katalogizae přes stránku` Katalogizace <#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

      • Poznámka

        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)

    Poznámka

    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 Zabránit 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)

    • Allow access to the course reserves module

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

    • Add course reserves (add_reserves)

    • Remove course reserves (delete_reserves)

      • Grant the ability to remove items from existing courses

    • Add, edit and delete courses (manage_courses)

  • Koha plugins (plugins)

    • Note that the UseKohaPlugins 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)

      • Schopnost instalovat a odinstalovat pluginů

      • 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)

      • Schopnost používat pluginy na výstupy (sestavy)

    • Use tool plugins (tool)

      • Schopnost použít nástroj pro pluginy

  • Lists (lists)

    Důležité

    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)

    Poznámka

    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

Při prohlížení záznamu čtenáře máte možnost zobrazení informací z jedné z mnoha záložek nacházejících se na levé straně záznamu.

  • 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‘

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Podrobnosti

Poznámka

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

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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.

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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

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

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

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Circulation summary

Pod informacemi o čtenáři na stránce s podrobnostmi naleznete přehled výpůjček, upomínek a rezervací.

Checkouts

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

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Relatives‘ checkouts

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

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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.

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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.

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Poznámka

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.

Poznámka

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

Poznámka

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.

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Restrictions

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

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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.

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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 Povolit 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.

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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.

Poznámka

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 Blokovat 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.

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Poplatky

Čtenářova kompletní účetní historie se objeví v záložce Pokuty. Navzdory svému jménu, karta Pokuty nezobrazuje jen pokuty, ale také ukazuje členské poplatky, poplatky za pronájem, rezervační poplatky a jiné poplatky, které vaši čtenáři platí.

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The Accounts tab will show you the following columns:

  • Date: Datum kdy poplatek/platba byla zaslána

    • V případě pokut to bude poslední den, kdy byla pokuta navýšena

  • Description: popis poplatků, včetně data splatnosti zpoždného, s odkazem na záznamy zpožděných jednotek (exemplářů), pokud jsou k dispozici

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

  • Note: jakékoliv poznámky k tomuto poplatku/platbě

    • 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

  • Amount: celková částka k platbě nebo poplatku

  • Outstanding: částka ještě nevyrovnaná

  • 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

  • Označení výtisku jako ‚Ztráta‘ pomocí modulu Katalogizace automaticky účtuje čtnáři náhradní cenu pro tento výtisk

Pay/Void fines

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

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  • Každá položka na řádku může být placena v plné výši, částečně placená, nebo odepsána.

  • Zaplatit plnou pokutu

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

    • Klikněte na „Zaplatit“ vedle pokuty, kterou chcete zaplatit v plné výši

    • 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

    • Klikněte na „Potvrdit“

    • Pokuta bude odstraněna z nezaplacených pokut a zobrazí se jako plně splacená.

  • Zaplatit část pokuty

    • Klikněte na „Zaplatit“ vedle pokuty, kterou chcete zčásti zaplatit

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

      image453

    • Klikněte na „Potvrdit“

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

  • Zaplatit částku vůči všem pokutám

    • 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

    • Klikněte na „Potvrdit“

    • Souhrny pokut budou aktualizovány po připsání platby za nejstarší pokutu.

  • Pay selected fines

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

      image455

    • Vložte částku na zaplacení pokut.

      image456

    • Klikněte na „Potvrdit“

    • Souhrny pokut budou aktualizovány s platbou použitou na nejstarší vybranou pokutu jako první.

  • Odepsání jednotlivé pokuty

    • Klikněte na „Prominout“ vedle poplatku, který si přejete prominout.

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

    • Pokuta bude odstraněna z nezaplacených pokut a zobrazí se jako odepsaná.

  • Writeoff selected fines

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

    • Click „Confirm“.

    • Pokuta bude odstraněna z nezaplacených pokut a zobrazí se jako odepsaná.

  • Writeoff all fines

    • Click the „Writeoff all“ button

    • Všechny poplatky budou odstraněny z nezaplacených poplatků a zobrazí se jako prominuté.

  • 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

      Poznámka

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

Ruční vytváření poplatků

Pro poplatky, které nejsou účtovány automaticky, mohou knihovníci zaplatit služby přes Další poplatky

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  • Nejprve vyberte typ faktury, kterou chcete vytvořit

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

  • Pokud je poplatek spojen s výtiskem, můžete zadat jeho čárový kód tak, že řádek výtisku bude odkazovat na tento výtisk

  • Pole popisu je místo, kde zadáte popis poplatku

  • Do pole s částkou nepište symbol měny, pouze čísla.

Ruční vytvoření kreditu

Ruční úvěry mohou být použity na splacení části pokuty, nebo prominutí částky pokuty.

image460

  • První výběr typu kreditní karty, kterou chcete používat

  • Pokud tento úvěr je spojen s výtiskem, můžete zadat čárový kód toto výtisku, aby řádkový odkaz jednotky směřoval ke skutečnému

  • Pole popisu je místo, kde zadáte popis úvěru

  • Do pole s částkou nepište symbol měny, pouze čísla.

Printing invoices

Na pravé straně každého rádku účtu je zde odkaz Tisk. Kliknutím na tento odkaz se vytiskne doklad pro výtisk na řádku, který obsahuje datum a popis výtisku na řádku spolu se sumou nesplacenou na účtu.

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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.

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V této tabulce můžete vidět a upravovat všechny distribuční seznamy ve kterých je tento uživatel

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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.

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Pokud chcete exportovat seznam čárových kódů pro dnes vypůjčené výtisky, můžete najít tuto možnost v nabídce „Více“ napravo nahoře na stránce

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Vygeneruje textový soubor, kde bude jeden čárový kód na samostatném řádku.

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.

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  • Pole knihovníka zobrazuje čtenářovo číslo pro knihovníka, který provedl změny

  • Tento modul vypisuje „MEMBERS“ pro modul čtenářů

  • Tato akce vám řekne, jaká akce byla přihlášena (přilogována)

  • Pole Objekt ukazuje čísla půjčovatelů (borrowernumber), které byly upraveny (ve výše uvedeném příkladu jsem to byl já, který měnil svůj vlastní záznam)

Upozornění

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:

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Kliknutím na název zprávy se rozšíří náhled a zobrazí se vám plný text zaslané zprávy.

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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.

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Statistiky

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

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Soubory

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

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Zde můžete nahrávat soubory určené pro připojení k záznamu o čtenáři.

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Všechny soubory, které se načítají, se zobrazí nad formulářem, ze kterého se dají načíst další soubory.

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Purchase suggestions

Pokud čtenář již někdy vložil nějaký tip na nákup, zobrazí se na jeho přehledu záložka s jím zadanými tipy na nákup.

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Na této stránce můžete vidět všechny zadané návrhy na nákup a také stav jejich zpracování. Nové návrhy podle požadavkuů čtenářů můžete vytvářet kliknutím na tlačítko „Nový návrh na nákup“.

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

Patron discharges

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‘.

Poznámka

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

Poznámka

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

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

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

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If the patron can have a discharge generated then it will have a button that says ‚Generate discharge‘

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Pokud ne. Uvidíte chybové vysvětlení proč nemůžete zrušit čtenáře.

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Jakmile je dopis vygenerován, můžete jej stáhnout ve formátu PDF

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Poznámka

You can style the PDF using the NoticeCSS preference.

The patron will have a restriction added to their account

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

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Housebound patrons

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

Důležité

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‘.

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

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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‘.

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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.

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From there, you can edit their housebound profile information.

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  • 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.

    Poznámka

    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.

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Click on ‚Add a new delivery‘.

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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.

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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.