Benutzer
Get there: More > Administration > System preferences > Patrons
Allgemein
AllowPatronToControlAutoRenewal
Asks : ___ to allow/disallow auto-renewal for account. If allowed a patron will be able to update their own account to allow/disallow auto-renewal.
Default: Allow only staff
Werte:
Allow only staff
Allow patrons
Beschreibung:
If set to ‚Allow patrons‘, patrons will be able to enable or disable automatic renewals from their online account on the OPAC. Only items for which automatic renewal is enabled in the circulation rules will be affected.
In all cases, staff is able to change this in the patron’s account.
AutoApprovePatronProfileSettings
Asks: ___ automatic approval of patron detail changes from the OPAC.
Voreinstellung: Deaktiviere
Werte:
Deaktiviere
Aktiviere
Beschreibung:
This system preference determines whether staff need to manually approve changes patrons make to their information through the OPAC.
Bemerkung
This system preference requires that the OPACPatronDetails system preference be activated.
CheckPrevCheckout
Asks: ___ check borrower checkout history to see if the current item has been checked out before.
Default: Do not
Werte:
Do
Do not
Unless overridden by patron category, do
Unless overridden by patron category, do not
Beschreibung:
When the value of this system preference is set to ‚do‘, Koha will look at the patron’s circulation history to see if they have checked this item out before. An alert will show up on the screen indicating that patron has indeed checked this item out. Staff will be prompted to allow the checkout to occur.
If the value is set to ‚do not‘, Koha will not check the patron’s circulation history.
When the value is set to ‚Unless overridden by patron category, do‘, this will check the patron’s circulation history unless the patron’s personal setting or the patron category setting specifically say not to.
Lastly, if the value is set to ‚Unless overridden by patron category, do not‘, Koha will not check circulation history unless the patron’s personal setting or the patron category setting specifically say to check.
Bemerkung
This system preference will not work for patrons that have chosen to anonymize their reading history.
Bemerkung
The circulation history will be checked at record-level for most items, except if the item is on a serial record.
This means that if a patron has checked out a copy of a book, the warning will show if they try to check out any item of the same record.
However, if the record has ‚s‘ in its leader, position 7, marking this record as a serial, the warning will only show if they try to check out the exact same item.
CheckPrevCheckoutDelay
Asks: Trigger a warning if the current item has been checked out no longer than ___ days ago.
Standardwert: 0
Beschreibung:
This system preference limits the behavior of CheckPrevCheckout to a number of days. If an item has been borrowed by a patron longer than the number of days, there will be no warning, as if the patron had never borrowed it.
Requires CheckPrevCheckout to be enabled.
There is no time limit if this is set to 0 or is empty.
DefaultPatronSearchFields
Achtung
As of version 23.11 of Koha, this system preference changes from an input field where field values separated by a comma are entered, to a modal window listing all patron fields.
Asks: Pipe separated list defining the default fields to be used during a patron search using the „standard“ option in the patrons or circulation module: ___ .
Default: firstname|middle_name|surname|othernames|cardnumber|userid
Beschreibung:
This system preference enables you to define which fields are searched when you do a basic patron search.
Additional fields added to this preference will be added as search options in the dropdown menu on the patron search page.
DefaultPatronSearchMethod
Version
This system preference was added in Koha version 23.11.
Asks: ___ Enable this search method to determine whether to use ‚starts with‘ or ‚contains‘ for all patron searches, including auto-complete.
Default: Starts with
Werte:
Contains
Starts with
Beschreibung:
This system preference can be used to change the search method when searching for patrons.
When set to ‚Starts with‘, you will only find patrons whose value starts with the search term. For example, if a patron has the first name ‚Carla María‘ and the surname ‚Ramírez Hernández‘, a ‚Starts with‘ search will find this patron if the search term is ‚Carla‘ or ‚Ramírez‘, but not if the search term is ‚María‘ or ‚Hernández‘.
When set to ‚Contains‘, you will find patrons wherever the search term is in the field.
EnableBorrowerFiles
Asks: ___ enable the ability to upload and attach arbitrary files to a borrower record.
Voreinstellung: Keine Zusammenfassung
Werte:
Do
Don’t
Beschreibung:
When enabled this will add a ‚Files‘ tab to the left of the patron detail page where you can view and upload files to the patron record.
ExtendedPatronAttributes
Asks: ___ searching, editing and display of custom attributes on patrons.
Standard: Aktiviere
Werte:
Nicht aktivieren
Aktiviere
Define attributes in Koha administration
Get there: More > Administration > Patron Attribute Types
Beschreibung:
Patron attributes are library-defined custom fields that can be applied to patron records.
Hinweis
Use custom attributes for fields that the default patron record does not support such as driver’s license number or student ID number.
FeeOnChangePatronCategory
Asks: ___ charge a fee when a patron changes to a category with an enrollment fee.
Default: Do
Werte:
Do
Don’t
Hinweis
You can set enrollment fees in the patron categories
intranetreadinghistory
Achtung
This system preference was modified in version 23.11. In previous versions, it controls the display of both the Circulation history tab and the Holds history tab in patron records. As of 23.11, this system preference only controls the display of the Circulation history tab and a new system preference, IntranetReadingHistoryHolds, controls the Holds history tab.
Asks: ___ staff to access a patron’s checkout history.
Standardwert: Ja
Werte:
Erlaube
Erlaube nicht
Beschreibung:
This system preference determines whether or not there is a Circulation history tab in the patron’s record in the staff interface.
Wichtig
Checkout history is still stored, regardless of staff being allowed access or not unless the patron has chosen to have their history anonymized via their privacy page.
If the OPACPrivacy system preference is set to ‚Allow‘ and the patron has decided to never keep their history, staff will only see currently checked out items.
IntranetReadingHistoryHolds
Version
This system preference was added to Koha in version 23.11.
Asks: ___ staff to access a patron’s hold history.
Standardwert: Ja
Werte:
Erlaube
Erlaube nicht
Beschreibung:
This system preference determines whether or not there is a Holds history tab in the patron’s record in the staff interface.
Wichtig
Hold history is still stored, regardless of staff being allowed access or not unless the patron has chosen to have their history anonymized via their privacy page.
If the OPACPrivacy system preference is set to ‚Allow‘ and the patron has decided to never keep their history, staff will only see current holds.
ListOwnershipUponPatronDeletion
Asks: When deleting a patron who owns public or shared lists, ___ .
Default: delete these lists
Werte:
delete these lists
change owner of these lists
Beschreibung:
This system preference lets you decide what happens to public or shared lists when their owner (creator) is deleted.
For example, this is used to salvage public lists when a staff member is deleted.
If ‚change owner of these lists‘ is chosen, make sure to enter the new owner’s borrowernumber in the ListOwnerDesignated system preference.
This system preference does not affect private lists. Private lists will be deleted with the patron.
ListOwnerDesignated
Asks: When changing owner at patron deletion, use borrowernumber ___ as new list owner, or leave this field empty in order to change owner to the active staff member who deletes the patron.
Default: (empty)
Beschreibung:
This system preference is used when ListOwnershipUponPatronDeletion is set to ‚change owner of these lists‘.
The borrowernumber in this system preference will be the recipient of the public and shared lists of deleted patrons.
If left empty, the user who deletes the patron will be the recipient of the patron’s public and shared lists
LockExpiredDelay
Asks: Lock expired patrons after ___ days. Leave empty to disable this behavior.
Default: empty
Beschreibung:
This system preference determines after how many days expired patrons are ‚administratively locked‘.
The value should be a positive number.
Administrative lock prevents patrons from logging into the OPAC.
Bemerkung
This system preference requires the
misc/cronjobs/cleanup_database.pl
cronjob (no parameter necessary other than --confirm)
Bemerkung
When the patron account is locked, there will be a message ‚Account has been administratively locked‘ in the patron’s brief information panel on the left side of the screen.
To unlock a patron’s account, a library staff member must manually change their password from the staff interface. If the OpacResetPassword system preference allows it, staff can manually send a password recovery email from the patron’s account.
MaxFine
Asks: The late fine for all checkouts will only go up to ___ [currency].
Default: empty (empty value means no limit)
Beschreibung:
This preference controls the default cap on fines accrued by the patron. Leaving this preference blank means that there is no cap on the amount of fines a patron can accrue. If you’d like, single item caps can be specified in the circulation rules matrix.
patronimages
Fragt: ___ dass Benutzerfotos in der Dienstoberfläche hochgeladen und angezeigt werden.
Standardwert: Ja
Werte:
Erlaube
Erlaube nicht
Beschreibung:
If this preference is set to ‚Allow‘ the staff will be able to upload images of patrons either one by one or in bulk. Patrons images will show on the detail page to the left of the patron information. They can also show in the OPAC if you set the OPACpatronimages preference or in the self check out module if you set the ShowPatronImageInWebBasedSelfCheck preference.
PatronsPerPage
Asks: By default, show ___ results per page in the staff client.
Standard: 20
Beschreibung:
This preference will let you define how many patrons to show on patron search results pages.
ProtectSuperLibrarianPrivileges
- Asks: ___ to access/change superlibrarian privileges. Note: A permitted user
needs to have the ‚permissions‘ flag (if no superlibrarian)
Default: Allow only superlibrarians
Werte:
Allow all permitted users
Allow only superlibrarians
StatisticsFields
Asks: Show the following fields from the items database table as columns on the statistics tab on the patron record: ___
Default: location|itype|ccode
Wichtig
Enter the values separated by bars (|)
Beschreibung:
This preference lets you set which fields will show on the patron record on the Statistics tab.
TrackLastPatronActivity
Achtung
This system preference was replaced by TrackLastPatronActivityTriggers from version 23.11 of Koha.
Asks: ___ track last patron activity. Every time a patron will connect, the borrowers.lastseen will be updated with the current time.
Voreinstellung: Keine Zusammenfassung
Werte:
Don’t
Do
TrackLastPatronActivityTriggers
Version
This system preference was added in version 23.11 of Koha. It replaces TrackLastPatronActivity.
Asks: Select which patron activities should be tracked to signify patron activity. The first time each day that one of these activities occurs, borrowers.lastseen will update with the current date and time. ___
Standardwert: Keine
Werte:
[Alle auswählen]
Checking out an item
Connection to Koha via SIP or ILSDI
Login
Places an article request
Placing a hold on an item
Renewing an item
Returning an item
Beschreibung:
This system preference allows libraries to decide which action triggers an update of the patron’s „Date last seen“.
Checking out an item: date last seen is updated when staff checks out an item to the patron.
Connection to Koha via SIP or ILSDI: date last seen is updated when the patron logs into a third-party service using SIP or ILSDI (online resources, for example).
Login: date last seen is updated when the patron logs into the OPAC or when a staff member logs into the staff interface.
Places an article request: date last seen is updated when the patron places an article request in the OPAC, or when a staff member places an article request in the staff interface on behalf of the patron.
Renewing an item: date last seen is updated either when staff renews a checked out item for the patron, or the patron renews their checkout through their OPAC account.
Returning an item: date last seen is updated when staff checks in an item for the patron.
If no activities are selected, patron activity is not tracked and the borrowers.lastseen field is not updated.
useDischarge
Fragt: ___ dass Bibliotheksmitarbeiter Entlastungen für Benutzer ausstellen und Benutzer Entlastungen anfordern.
Default: Don’t allow
Werte:
Erlaube
Erlaube nicht
Beschreibung:
Enabling this system preference will add the possibility of emitting a discharge from the patron record and requesting a discharge from the OPAC.
A discharge is a certificate that says the patron has no current checkouts and no holds.
Membership expiry
BorrowerRenewalPeriodBase
Asks: When renewing borrowers, base the new expiry date on ___
Default: current date
Werte:
current date.
current membership expiry date.
Beschreibung:
This preference controls what the patron’s new expiration date will be when you renew their card. Using the ‚current date‘ will add the subscription period to today’s date when calculating the new expiration date. Using ‚current membership expiry date‘ will add the subscription period to the old expiration date for the patron when renewing their account.
MembershipExpiryDaysNotice
Asks: Send an account expiration notice when a patron’s card will expire in ___ days.
Beschreibung:
If you would like to notify patrons that their accounts are about to expire then you can enter a number of days before expiration in this preference. The notice text can be customized in the Notices and slips tool, the letter code is MEMBERSHIP_EXPIRY.
Wichtig
You will need to enable the membership expiry cron job for this notice to be sent.
NotifyBorrowerDeparture
Asks: Show a notice that a patron is about to expire ___ days beforehand.
Default: 30
Beschreibung:
When the patron attempts to check out materials, a warning will appear in the check out screen of the staff client telling the librarian that the patron’s account is about to expire.
Wichtig
This notice will appear on the patron’s record in the staff client.
Notices and notifications
AutoEmailNewUser
Asks: ___ an email to newly created patrons.
Voreinstellung: Nicht senden
Werte:
Nicht verschicken
Schicke
Beschreibung:
This system preference determines if library users are sent a welcome email
The notice used is the WELCOME, it can be edited in the notices and slips
The welcome notice is sent to the email address specified in the EmailFieldPrimary system preference.
AutoRenewalNotices
Asks: Send automatic renewal notices: ___
Default: (Deprecated) according to –send-notices cron switch
Werte:
(Deprecated) according to –send-notices cron switch
never
according to patron messaging preferences
Beschreibung:
This system preference determines whether automatic renewal notices are sent to patrons to inform them their checkouts have been renewed.
Bemerkung
The notice sent is based on the AUTO_RENEWALS or AUTO_RENEWALS_DGST templates. The content of these notifications can be customized in the Notices and slips tool.
EmailFieldPrecedence
Asks: When EmailFieldPrimary is set to ‚first valid‘, check the patron email address fields in the following order and use the first valid email address found: ___
Default: email|emailpro|B_email
Values: any database field from the borrowers table, separated by pipes (|).
Beschreibung:
This system preference is used to force the order in which email addresses are checked when the EmailFieldPrimary system preference is set to ‚first valid‘.
Any field from the borrowers table in the database can be used, as long as it contains an email address or is empty. Find the database columns in the database schema: https://schema.koha-community.org/
EmailFieldPrimary
Asks: Use the patron’s ___ for sending out email notices.
Default: first valid email address
Werte:
alternate email
cardnumber
primary email
secondary email
selected addresses
first valid email address
Beschreibung:
If you choose ‚first valid‘ as the value for this system preference, the system will check the email fields in the order specified in the EmailFieldPrecedence system preference. Otherwise, the system will use the email address you specify.
This is used for all email notices, including welcome messages), overdue notices, and advance notices, among others.
Warnung
The option ‚selected addresses‘ requires that at least one option be selected in the EmailFieldSelection.
EmailFieldSelection
Version
Dieser Parameter wurde mit der Koha-Version 24.05 eingeführt.
Asks: When EmailFieldPrimary is set to ‚selected addresses‘, send email to all valid email addresses in the selected fields:
Default: (none)
Values (multi-select):
[Alle auswählen]
alternate email
primary email
secondary email
Beschreibung:
This system preference allows sending notices to multiple email addresses at once, rather than having to choose one field.
Wichtig
This system preference is only used if the EmailFieldPrimary system preference is set to ‚selected addresses‘.
EnhancedMessagingPreferences
Asks: ___ staff to manage which notices patrons will receive and when they will receive them.
Standardwert: Ja
Werte:
Erlaube
Erlaube nicht
Wichtig
This only applies to certain kinds of notices, overdue notices will be sent based on the library’s rules, not the patron’s choice.
Hinweis
To manage if patrons have also access to these settings, use EnhancedMessagingPreferencesOPAC.
Beschreibung:
These messages are in addition to the overdue notices that the library sends. The difference between these notices and overdues is that the patron can opt-in and out of these. Setting this preference to ‚Allow‘ will allow staff to choose for patrons to receive any one of the following messages:
Ausleihquittung: diese Benachrichtigung listet alle Medien auf die der Benutzer soeben ausgeliehen oder verlängert hat. Das ist die elektronische Version der Ausleihquittung
Fälligkeitsbenachrichtigung: am Tag der Fälligkeit des ausgeliehenen Mediums wird diese Benachrichtigung verschickt
Vormerkbenachrichtigung: ist diese Benachrichtigungsart angehakt, wird der Benutzer darüber informiert das eine Vormerkung abholbereit ist
Item checkin: A notice that lists all the of the items the patron has just checked in
Advanced notice: A notice in advance of the patron’s items being due (staff can choose the number of days in advance)
EnhancedMessagingPreferencesOPAC
Asks: ___ patron messaging setting on the OPAC
Standardwert: Ja
Werte:
Zeige nicht
Zeige
Wichtig
EnhancedMessagingPreferences must be enabled for messaging options to show in the OPAC
Beschreibung:
These messages are in addition to the overdue notices that the library sends. The difference between these notices and overdues is that the patron can opt-in and out of these. Setting this preference to ‚Allow‘ will allow patrons to choose to receive any one of the following messages:
Ausleihquittung: diese Benachrichtigung listet alle Medien auf die der Benutzer soeben ausgeliehen oder verlängert hat. Das ist die elektronische Version der Ausleihquittung
Fälligkeitsbenachrichtigung: am Tag der Fälligkeit des ausgeliehenen Mediums wird diese Benachrichtigung verschickt
Vormerkbenachrichtigung: ist diese Benachrichtigungsart angehakt, wird der Benutzer darüber informiert das eine Vormerkung abholbereit ist
Item checkin: A notice that lists all the of the items the patron has just checked in
Erinnerungsbenachrichtigung: diese Benachrichtigung wird im Voraus an den Benutzer versandt mit dem Hinweis, wann die ausgeliehenen Medien fällig sind (die Anzahl der Tage wie lange vor dem Fälligkeitsdatum die Nachricht verschickt wird, kann vom Benutzer gewählt werden).
FallbackToSMSIfNoEmail
Asks: ___ Send purchase suggestion messages by SMS if no patron email is defined.
Voreinstellung: Deaktiviere
Werte:
Deaktiviere
Aktiviere
Beschreibung:
This system preference only applies to notices related to suggestions. If a patron has no email address and has an SMS alert number, the suggestions notices will be sent to their SMS number.
NotifyPasswordChange
Asks: ___ patrons whenever their password is changed.
Default: Don’t notify
Werte:
Don’t notify
Notify
Beschreibung:
This system preference is used to send a notification to a patron whose password has been changed, either changing the password in the patron’s account in the staff interface, resetting the password from the OPAC, or changing the password through the OPAC.
The notification sent is based on the PASSWORD_CHANGE template. It can be customized in the Notices and slips tool.
PhoneNotification
Asks: ___ patron phone notifications generation. A plugin will be required to process the phone notifications.
Werte:
Deaktiviere
Aktiviere
Voreinstellung: Deaktiviere
Beschreibung:
This system preference is used to enable phone notifications with a vendor other than Talking Tech i-tiva.
A plugin must be installed to manage phone notifications (handling phone calls, changing the notice status, etc.), Koha by itself will not do anything with phone notifications.
See also: TalkingTechItivaPhoneNotification
Bemerkung
This system preference requires that the EnhancedMessagingPreferences be set to ‚Allow‘.
Warnung
PhoneNotification and TalkingTechItivaPhoneNotification cannot be enabled at the same time. If PhoneNotification is enabled, TalkingTechItivaPhoneNotification should be disabled.
SMSSendDriver
Asks: Use the SMS::Send:: ___ driver to send SMS messages.
Bemerkung
This may not work with all providers.
Wichtig
Please refer to your national laws concerning the sending of bulk SMS messages before enabling this feature.
Beschreibung:
There are two options for using SMS in Koha. You can use the Email protocol for free by entering ‚Email‘ as the SMSSendDriver or you can pay for a SMS driver. Some examples of values for the driver are:
SMS::Send::Us::Ipipi
SMS::Send::US::TMobile
SMS::Send::US::Verizon
SMS::Send::IN::Unicel
Weitere Informationen finden Sie unter http://search.cpan.org/search?query=sms%3A%3Asend&mode=all
Bemerkung
Many mobile providers have deprecated support for the SMS::Send::Email feature. It is not recommended for use unless you have a dedicated SMS to Email gateway.
Wichtig
- Only drivers available as Perl modules will work in this
preference, so make sure a Perl module is available before choosing an SMS service.
Once a driver is entered in the preference an option will appear in the staff client and the OPAC on the patron messaging form to choose to receive messages as SMS
Wichtig
You must allow EnhancedMessagingPreferences for this to work.
SMSSendUsername, SMSSendPassword, EmailSMSSendDriverFromAddress, and SMSSendAdditionalOptions
Version
The SMSSendAdditionalOptions system preference was added to Koha in version 24.05.
In prior versions, it is necessary to have any additional parameters in a YAML file named after the SMS::Send driver, and the path to that file must be specified in the koha-conf.xml file.
Asks: Define a username/login ___ and a password ___. Override from address with ___ for emails sent using „Email“ send driver. If the SMS::Send driver requires more options than just username/login and password, enter them here as YAML key/value pairs: ___
Beschreibung:
Some SMS gateway providers require username and password credentials and these can be entered here. Additionally, one specific email address may be required as sender (from address) for all emails sent by the Email SMS send driver.
If an SMS::Send driver requires additional parameters, those parameters can be specified in the SMSSendAdditionalOptions in YAML format.
TalkingTechItivaPhoneNotification
Asks: ___ patron phone notifications using Talking Tech i-tiva (overdue notices, advance notices and holds notices are currently supported).
Werte:
Deaktiviere
Aktiviere
Voreinstellung: Deaktiviere
Beschreibung:
This system preference is used to enable automatic phone call notifications with the Talking Tech i-tiva vendor.
Weitere Informationen darüber, wie Sie diesen Third Party Service konfigurieren, finden Sie im Kapitel über Talking Tech.
See also: PhoneNotification
Bemerkung
This system preference requires that the EnhancedMessagingPreferences be set to ‚Allow‘.
Warnung
PhoneNotification and TalkingTechItivaPhoneNotification cannot be enabled at the same time. If PhoneNotification is enabled, TalkingTechItivaPhoneNotification should be disabled.
UseEmailReceipts
Asks: ___ email receipts to patrons for payments and writeoffs.
Voreinstellung: Nicht senden
Werte:
Nicht verschicken
Schicke
Beschreibung:
If set to ‚Send‘, Koha will send emails to the patrons for each payment or writeoff done in their account.
Hinweis
The letters used are ACCOUNT_PAYMENT and ACCOUNT_WRITEOFF
You can edit them in the Notices & slips tool.
Patron forms
autoMemberNum
Asks: ___ default the card number field on the patron addition screen to the next available card number
Default: Do
Werte:
Do
If the largest currently used card number is 26345000012941, then this field will default to 26345000012942 for the next patron
Don’t
Beschreibung:
This preference determines if the patron’s barcode is automatically calculated. This prevents the person setting up the library card account from having to assign a number to the new card. If set to ‚Do‘ the system will calculate a new patron barcode by adding 1 to the maximum barcode already present in the database.
BorrowerMandatoryField
Asks: The following database columns must be filled in on the patron entry screen: ___
Default: surname|cardnumber
Beschreibung:
This system preference enables the system administrator to choose which fields staff is required to fill in when creating or editing patron accounts.
This ensures that basic information is included in each patron record. If a staff member leaves one of the required fields blank, an error message will appear and the account will not be created or saved.
Bemerkung
For help with field names, ask your system administrator or view the database structure associated with the borrowers table.
Bemerkung
If either PatronQuickAddFields or BorrowerMandatoryField (or both) is set, a button labeled „Quick add new patron“ will be displayed in the patrons toolbar.
BorrowersTitles
Asks: Borrowers can have the following titles ___
Default: Mr|Mrs|Miss|Ms
Beschreibung:
This preference allows the staff to choose the titles that can be assigned to patrons. The choices present as a drop down list when creating a patron record.
Wichtig
Input multiple choices separated by |
BorrowerUnwantedField
Asks: The following database columns will not appear on the patron entry screen: ___
Beschreibung:
This system preference enables the system administrator to choose which fields staff doesn’t need to see on the patron entry form.
Bemerkung
For help with field names, ask your system administrator or view the database structure associated with the borrowers table.
CardnumberLength
Asks: Card numbers for patrons must be ___ characters long.
Beschreibung:
The length can be a single number to specify an exact length, a range separated by a comma (i.e., ‚Min,Max‘), or a maximum with no minimum (i.e., ^,Max‘). If ‚cardnumber‘ is included in the BorrowerMandatoryField list, the minimum length, if not specified here, defaults to one.
CollapseFieldsPatronAddForm
Asks: When adding new patrons or editing existing patrons, collapse the following fields from the full form (can still be expanded later)
Werte:
Weitere Eigenschaften und Kennungen
Alternative Adresse
Alternativer Kontakt
Kontaktdaten
Bürge
Rollen in der aufsuchenden Bibliotheksarbeit
Bibliotheksverwaltung
Bibliothekskonfiguration
Hauptadresse
OPAC-/Mitarbeitendenlogin
Organization/Patron identity
Patron account flags (existing patrons)
Benachrichtigungseinstellungen
Patron restrictions (existing patrons)
Beschreibung:
This system preference allows you to temporarily hide sections from the patron add form and the patron editing form. The sections will be collapsed and staff will be able to expand them if needed.
If you would rather completely hide sections, without the possibility of expanding them, enter the field names in BorrowerUnwantedField.
PatronDuplicateMatchingAddFields
Asks: The following database columns: ___ will be used to detect possible duplicates when adding a new patron.
Default: surname|firstname|dateofbirth
Beschreibung:
This system preference allows you to choose which fields will be used to detect duplicate patrons.
PatronQuickAddFields
Asks: The following database columns ___ will be added to the patron quick add form when entering a new patron. Displays only mandatory fields and fields specified here. If applicable, the guarantor form will be shown as well, individual fields in that form will be ignored.
Voreinstellung: Leer
Beschreibung:
This system preference can be used to add fields to the „Quick add new patron“ form.
The „Quick add new patron“ form only shows fields specified in this system preference and in BorrowerMandatoryField
Bemerkung
For help with field names, ask your system administrator or view the database structure associated with the borrowers table.
Bemerkung
If either PatronQuickAddFields or BorrowerMandatoryField (or both) is set, a button labeled „Quick add new patron“ will be displayed in the patrons toolbar.
uppercasesurnames
Asks: ___ store and display surnames (last names) in upper case.
Voreinstellung: Keine Zusammenfassung
Werte:
Do
Don’t
Patron relationships
AllowStaffToSetCheckoutsVisibilityForGuarantor
Asks: ___ staff to set the ability for a patron’s checkouts to be viewed by linked patrons in the OPAC.
Default: Don’t allow
Werte:
Erlaube nicht
Erlaube
Beschreibung:
This system preference controls whether the staff can see the option to show the checkouts to linked patrons in the OPAC.
AllowStaffToSetFinesVisibilityForGuarantor
Fragt: : ___, dass Bibliothekspersonal die Einstellungen für die Anzeige von Gebühren eines Benutzers für seinen Bürgen verändern darf.
Default: Don’t allow
Werte:
Erlaube nicht
Erlaube
Beschreibung:
This system preference controls whether the staff can see the option to show the fines to linked patrons in the OPAC.
borrowerRelationship
Asks: Guarantors can be the following of those they guarantee ___
Default: father|mother
Beschreibung:
This preference enables the system administrator to define valid relationships between a guarantor (usually a parent) and a guarantee (usually a child). Defining values for this field does not make the guarantor field required when adding a guarantee type patron. This preference creates a drop down list identifying the relationship of the guarantor to the guarantee. To disable the ability to add children types in Koha you can leave this field blank.
Wichtig
Input multiple choices separated by |
ChildNeedsGuarantor
Version
This system preference was added to Koha in version 23.11.
Asks: A child patron ___ a guarantor when adding the patron.
Default: doesn’t need
Werte:
doesn’t need
must have
Beschreibung:
This system preference determines whether the guarantor is mandatory when adding a patron whose patron category states that they ‚can be guarantee‘.
PrefillGuaranteeField
Asks: When adding a guarantee to a guarantor patron fill the following fields in the guarantee’s member entry form from the guarantor’s record: ___
Default:
Contact - Primary email
Contact - Primary phone
Main address - Address
Main address - City
Main address - Country
Main address - State
Main address - ZIP/Postal code
Main address - street number
Beschreibung:
This system preference is used to copy information from a guarantor account to a guarantee account when using the ‚Add guarantee‘ button
RedirectGuaranteeEmail
Version
This system preference was added to Koha in version 23.11.
Asks: ___ sending emails to both guarantees and their guarantor.
Voreinstellung: Deaktiviere
Werte:
Deaktiviere
Aktiviere
Beschreibung:
This system preference is used to send copies of email notices to the patron and the patron’s guarantor, if any.
If the guarantee does not have an email address, the email notice will be sent directly to the guarantor.
This does not affect patrons without guarantors.
Datenschutzoptionen
CookieConsentedJS
Version
Dieser Parameter kam in Koha-Version 23.11 hinzu.
Asks: Run the following JavaScript if cookie consent is provided (e.g. tracking code). ___
Beschreibung:
This preference is used to add code for non-essential cookies, e.g. tracking code for third-party analytics. It works in conjunction with the CookieConsent system preference.
When non-essential cookies are set up in CookieConsentedJS, they appear as options in the Cookies policy. The Cookies policy is displayed when users click the ‚More information‘ button on the cookie banner.
Bemerkung
You may have previously added tracking code to the OpacUserJS system preference. Make sure you remove those pieces of code from OpacUserJS and add them to CookieConsentedJS instead.
To add tracking code for a non-essential cookie in CookieConsentedJS:
Click in the system preference’s editable field.
In the CookieConsentedJS pop-up, click ‚Add new code‘.
Enter the name and a description for your cookie. Both will be displayed on the Cookies policy. Use the description to explain clearly what the cookie is used for.
Tick ‚Requires consent in OPAC‘ and/or ‚Requires consent in staff interface‘ depending on where the cookie applies.
Fill in the ‚String used to identify cookie name‘, ‚Cookie domain‘ and ‚Cookie path‘ fields.
Tipp
If the string used to identify the cookie name, the cookie domain and the cookie path are not clear from the information you were originally supplied alongside the tracking code, you can find them using your browser’s inspector tool. In Firefox, go to Inspect > Storage > Cookies. In Google Chrome, go to Inspect > Application > Storage > Cookies.
Click ‚Expand‘ and paste the tracking code.
Click ‚Save‘ to close the pop-up and retain your changes.
For each non-essential cookie, add a new code as described above.
PrivacyPolicyConsent
Fragt: Setze die Zustimmung zum Datenschutz auf __
Default: Disabled
Werte:
Deaktiviert
Enforced
Permissive
Beschreibung:
Dieser Parameter bewirkt, dass im OPAC eine Einverständniserklärung zum Datenschutz angezeigt wird, wenn ein Benutzer versucht, sich anzumelden. Dies kann für DSGVO oder andere rechtliche Anforderungen bezüglich der Einholung der Zustimmung des Benutzers zur Datenerfassung verwendet werden.
Wenn dieser Parameter auf „Erzwungen“ gesetzt ist, wird dem Benutzer beim Versuch, sich im OPAC anzumelden, ein Formular zur Einwilligung in die Datenschutzrichtlinien vorgelegt. Der Benutzer muss den Datenschutzrichtlinien der Bibliothek zustimmen, bevor er Zugriff auf seine Kontodaten erhält. Stimmt der Benutzer der Datenschutzrichtlinie nicht zu, wird er von seinem Konto abgemeldet.
Wenn dieser Parameter auf „Tolerant“ gesetzt ist, wird dem Benutzer das Formular zur Einwilligung in den Datenschutz angezeigt, aber er muss nicht zustimmen, um auf sein Benutzerkonto zugreifen zu können.
If this system preference is set to ‚Disabled‘, no privacy policy consent form will appear when a patron logs into the OPAC.
When set to ‚Enforced‘ or ‚Permissive‘, PrivacyPolicyURL should contain a URL to the privacy policy.
PrivacyPolicyURL
Asks: Use the following URL ___ to refer to your local privacy policy in messages about privacy and data protection.
Voreinstellung: Leer
Beschreibung:
This system preference is used when PrivacyPolicyConsent is set to either ‚Enforced‘ or ‚Permissive‘. It will add a link to your privacy policy to which the patrons must consent.
Warnung
Wenn Sie den Datenschutz durchsetzen, stellen Sie sicher, dass diese Seite nicht blockiert ist.
UnsubscribeReflectionDelay, PatronAnonymizeDelay and PatronRemovalDelay
Fragt: Sperren/Löschen von Kunden, die eine Kontolöschung (verweigerte Zustimmung) beantragt haben, nach ___ Tagen, Anonymisieren gesperrter/abgelaufener Konten nach ___ Tagen und Entfernen anonymisierter Benutzerkonten nach ___ Tagen.
Beschreibung:
Dieser Parameter wird verwendet, um Konten von Benutzern zu löschen, die sich abgemeldet bzw. der Einwilligungserklärung zur Datenschutzrichtlinie nicht zugestimmt haben (siehe den Parameter PrivacyPolicy).
Das erste Feld gibt die Anzahl der Tage an, nach denen das Konto eines Benutzers gesperrt werden soll, der eine Kontolöschung beantragt oder die Zustimmung zur Einverständniserklärung verweigert hat (gleichbedeutend mit einer zu häufigen falschen Passworteingabe)
The second box is the number of days after which locked account should be anonymized
Das dritte Feld gibt die Anzahl der Tage an, nach denen anonymisierte Konten gelöscht werden
Security
EnableExpiredPasswordReset
Fragt: ___ die Möglichkeit für Benutzer, ihr Passwort direkt zurückzusetzen, wenn es abgelaufen ist.
Voreinstellung: Nicht aktivieren
Werte:
Nicht aktivieren
Aktiviere
Beschreibung:
Wenn Sie die Funktion zum Ablauf des Passworts nutzen, müssen Benutzer ihr Passwort zurücksetzen, sobald es abgelaufen ist. Dies geschieht standardmäßig per E-Mail, ähnlich wie bei der Funktion „Passwort vergessen?“.
Mit diesem Parameter können Benutzer ihr Passwort direkt zurücksetzen.
FailedLoginAttempts
Fragt: Sperren Sie das Konto eines Benutzers, wenn ___ fehlgeschlagene Anmeldeversuche erreicht sind.
Voreinstellung: Leer
Beschreibung:
This is used to block a patron’s account after they entered the wrong password too many times.
The value should be a positive number.
Bemerkung
When the patron reaches the number of failed attempts, their account will be locked. There will be a message ‚Account has been locked‘ in the patron’s brief information panel on the left side of the screen.
To unlock a patron’s account, the patron can reset their password from the OPAC if the OpacResetPassword system preference allows it. If patrons are not allowed to reset their password from the OPAC, a library staff member must manually change their password from the staff interface.
minPasswordLength
Asks: Login passwords for staff and patrons must be at least ___ characters long.
Default: 8
Warnung
Dies gilt sowohl für das Mitarbeiter-Login als auch für das OPAC-Login der Benutzer.
Bemerkung
Password length can also be set by patron category.
Pseudonymization, PseudonymizationPatronFields und PseudonymizationTransactionFields
Fragt: ___ Pseudonymisierung zur Einhaltung von Datenschutzregeln und -gesetzen wie der EU-DSGVO für die Verwaltung personenbezogener Daten. Benutzer und Transaktionen werden für statistische Zwecke in eine separate Tabelle kopiert. Verwenden Sie die folgenden Felder für Benutzer: ___ Und die folgenden Felder für die Transaktionen: ___
Pseudonymisierungs-Werte:
Deaktiviere
Aktiviere
Pseudonymization default: Disable
PseudonymizationPatronFields-Werte:
[Alle auswählen]
Stadt
Land
Datum, an dem der Benutzer in Koha angelegt wurde
Patron’s category
Patron’s gender
Patron’s library
Patron’s title
Statistik 1
Statistik 2
Bundesstaat
PLZ/Postleitzahl
PseudonymizationPatronFields vorbelegter Wert: keine Auswahl
PseudonymizationTransactionFields-Werte:
[Alle auswählen]
Sammlung
Datum und Uhrzeit der Transaktion
Aktuelle Bibliothek
Heimatbibliothek
Medientyp
Signatur
Exemplarnummer
Transaktionsbibliothek
Standort
Transaktionsart
PseudonymizationTransactionFields vorbelegter Wert: keine Auswahl
Beschreibung:
Diese Parameter bieten die Möglichkeit, Kundendaten zu pseudonymisieren, wobei für die Berichterstattung nützliche Transaktionsinformationen erhalten bleiben. Die Pseudonymisierung kann Teil der Sicherheits- und Datenschutzabläufe der Bibliothek sein und ermöglicht es den Bibliothekaren, die Zeit zu verkürzen, in der sie personenbezogene Daten in anderen Koha-Tabellen aufbewahren.
Pseudonymisierte Daten werden in den Datenbanktabellen pseudonymized_transactions (für Transaktionen und Benutzerdaten) und pseudonymized_borrower_attributes (für Benutzerattribute) gespeichert.
Es werden keine direkten Identifikatoren für den Benutzer gespeichert; die Tabelle pseudonymized_transactions verwendet eine verschlüsselte Version der Benutzernummer.
Nachdem Sie den Parameter Pseudonymization aktiviert haben, bearbeiten Sie die patron attribute types, die Sie in der Tabelle pseudonymized_borrower_attributes speichern möchten. Markieren Sie diese Attribute als „Für Pseudonymisierung aufbewahren“.
Wenn die Pseudonymisierung aktiviert ist, werden Daten aus Feldern, die in PseudonymizationPatronFields und PseudonymizationTransactionFields ausgewählt wurden, in den Tabellen pseudonymized_transactions und pseudonymized_borrower_attributes gespeichert. Für jede neue Transaktion (Ausleihe, Rückgabe, Verlängerung, Vor-Ort-Ausleihe) werden Einträge hinzugefügt. Dies geschieht zusätzlich zu den Transaktionsdaten, die in den üblichen Datenbanktabellen aufgezeichnet werden, z. B. in Ausgaben und Statistiken.
Die Werte in den Pseudonymisierungstabellen werden so gespeichert, wie sie zum Zeitpunkt der Transaktion sind. Diese Tabellen werden durch die Löschung von Benutzern oder Exemplaren nicht beeinflusst.
Ältere Einträge in den Pseudonymisierungstabellen können mit dem clean up database script gelöscht werden.
Bemerkung
Die Daten werden nicht rückwirkend in die Tabellen aufgenommen: nur neue Transaktionen, die nach Aktivierung der Pseudonymisierung durchgeführt werden, werden erfasst.
Warnung
Damit die Pseudonymisierung funktioniert, müssen Bcrypt_settings in der Koha-Konfigurationsdatei eingetragen werden.
RequireStrongPassword
Asks: ___ a strong password for staff and patrons
Default: Require
Werte:
Don’t require
Erfordere
Beschreibung:
If set to ‚require‘ this system preference will require patron and staff passwords to contain at least one digit, one lowercase and one uppercase.
Bemerkung
Password strength can also be set by patron category.