Usuarios
Before importing and/or adding patrons be sure to set up your patron categories.
Agregar un nuevo usuario
Usuarios se agregan yendo al módulo “Usuarios”.
Get there: Patrons
Una vez allí usted puede añadir un nuevo usuario.
Haga clic en “Nuevo usuario”
The fields that appear on the patron add form can be controlled by editing the BorrowerUnwantedField system preference.
Primero ingrese los datos de identificación del usuario
Required fields are defined in the BorrowerMandatoryField system preference
Salutation is populated by the BorrowersTitles system preference
Nota
If you’d like to prevent full names from printing on slips and you’re not using the Initials or Other name fields for anything else, you can use them for shortened versions of the name to then be printed on the slip.
Por ejemplo:
Firstname: Nicole C. Surname: Engard Initials: NCE
Then on the slip you can have it print the <<borrowers.initials>> instead of the full name (NCE).
O puede hacer algo como lo siguiente:
Firstname: Nicole Surname: Engard Initials: E
Then on the slip you can have it print the <<borrowers.initials>>, <<borrowers.firstname>> instead of the full name (E, Nicole).
A continuación introduzca la información de contacto
Para información de contacto, notar que el teléfono y correo electrónico principal son los que aparecerán en los avisos y recibos impresos durante la circulación (recibos, recibos de transferencia y recibos de reserva). El correo electrónico principal también será utilizado para el envío de avisos de retraso y otros mensajes.
Si este usuario es un niño, se le solicitará que vincule el carné de niño a un usuario adulto
Click “Set to patron” to search your system for an existing patron
Si el Responsable no está en el sistema, puede introducir el nombre y apellido en los campos disponibles
The relationships are set using the borrowerRelationship system preference
Si es un usuario profesional, se le solicitará que el usuario sea vinculado a un usuario institucional
Click “Set to patron” to search your system for an existing patron
Cada usuario puede tener un contacto alternativo
Un contacto alternativo podría ser un padre o tutor. También se puede utilizar en el ámbito académico para almacenar la dirección personal del usuario.
La sección de administración de biblioteca incluye datos que se utilizan dentro de la biblioteca
The card number field is automatically calculated if you have the autoMemberNum system preference set that way
Nota
Para un sistema recién instalado esta variable de configuración comenzará en 1 y se incrementará de a 1 posteriormente. Si desea que comience con el número inicial de sus códigos de barra, ingrese el primero a mano en el registro del usuario y guarde los cambios. Después de esto el campo se incrementará de a 1.
Si usted accidentalmente elije al comienzo una categoría de usuario equivocada puede arreglarla aquí
Sort 1 and 2 son utilizados con propósitos estadísticos
“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
El fecha de registro automáticamente se rellena con la fecha de hoy
Si sus carnets de usuarios expiran (de acuerdo a su configuración de categorías de socio) la fecha de vencimiento se calculará automáticamente
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
El OPAC y la interfaz administrativa piden un nombre de usuario y contraseña para ser utilizadas por el usuario (y/o personal de biblioteca) para ingresar a su cuenta en el OPAC o en la interfaz administrativa.
Staff will only be able to use this log in info to log in to the staff client if they have the necessary permissions.
Si ha configurado :ref:”atributos adicionales para el usuario <patron-attribute-types-label>`, estos aparecerán a continuación
Finally, if you have EnhancedMessagingPreferences set to “allow,” you can choose the messaging preferences for this patron.
Estas notas son:
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
Los usuarios pueden elegir en recibir sus avisos como un resumen haciendo clic en la casilla “¿Solamente resumen?” junto con el método de entrega. Un resumen es una combinación de todos los mensajes de ese tipo (es decir, todos los ítems debidos en 3 días en un solo correo electrónico) en un correo electrónico en vez de múltiples correos electrónicos para cada aviso.
Importante
Estas preferencias invalidarán cualquiera otra que haya establecido a través de las categorías de usuario
Importante
Estas preferencias pueden ser alteradas por el usuario a través del OPAC
Cuando haya finalizado, haga clic en “Guardar”
Si el sistema sospecha que este usuario es un duplicado de otro se lo advertirá.
Nota
Un usuario duplicado es detectado si el nombre y el apellido son coincidentes y no existe una fecha de nacimiento ingresada o si los campos para el nombre, apellido y fecha de nacimiento están llenados. Si dos usuarios tienen nombres coincidentes, pero uno tiene una fecha de nacimiento y el otro no la posee, ellos no seran identificados como duplicados.
Si ha establecido un límite de edad mínimo o máximo en la categoría de usuarios y exige que la fecha de nacimiento se cumplimente, Koha le avisará si el usuario que va a añadir es demasiado viejo o joven para la categoría de usuario seleccionada:
Quick add a patron
Si su mostrador de circulación está muy ocupado y usted desea registrar un usuario rápidamente, puede utilizar la característica “agregar rápidamente”. Es una versión más corta del formulario para agregar usuarios con, solamente, un par de campos necesarios a ser rellenados.
This feature uses two system preferences: BorrowerMandatoryField and PatronQuickAddFields. These are the two system preferences that control which fields are in the quick add form.
To quick add a patron, go to the Patrons module
Get there: Patrons
Click on the “Quick add new patron” button.
You will be asked to choose a patron category.
Then, you will be presented with a shortened form.
Once the form is filled out, click on “Save”.
If you need to access the full form, you can click on “Show full form” above the “Save” button.
Add a staff patron
Todos los miembros del personal deben ser ingresados en Koha como usuarios del tipo “Personal”. Siga los pasos en Agregar un Usuario para incorporar un miembro del personal. Para darle al personal permisos para acceder a la interfaz administrativa, siga los pasos en permisos de usuarios
Importante
Recuerde que debe crear nombres de usuario y contraseñas seguras, ya que estos serán utilizados para iniciar la sesión del personal.
Add a statistical patron
One way to track use of in house items is to «check out» the materials to a statistical patron. The «check out» process doesn’t check the book out, but instead tracks an in house use of the item. To use this method for tracking in house use you first will need a patron category set up for your statistical patron.
Next, you will need to create a new patron of the statistical type.
Next, follow the steps put forth in the “Add a new patron” section of this manual. Since this patron is not a real person, simply fill in the required fields, the correct library and nothing else.
Para obtener información sobre otros métodos de seguimiento en sala visite la seccion Seguimiento de uso en sala de este manual.
Duplicate a patron
A veces, cuando va a añadir un nuevo familiar a su sistema y no quiere escribir la información de contacto una y otra vez. Koha permite que se pueda duplicar un usuario y cambiar solo las partes que desee (o necesita) cambiar.
Abra el usuario que desea utilizar como punto de partida (el usuario del cual desea duplicar la información)
Haga clic en el botón “Duplicar” al inicio del registro
Todos los campos con la excepción del nombre, número de carnet, nombre de usuario y la contraseña han sido duplicados. Cumplimente los que faltan y haga clic en “Guardar”
Nota
Al hacer clic en el campo que ya está completado con datos se borrará toda la información del campo (lo que le hace más fácil a usted poder escribir algo diferente)
Usted será llevado a un nuevo usuario
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”.
Si la preferencia es configurada a “Permitir” usted verá un lugar para la imágen por debajo del nombre del usuario y un recuadro para cargar imágenes de usuarios por debajo de la información básica de contacto.
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.
Importante
Existe un límite de 100K en el tamaño de la foto subida y es recomendado que la imágen sea de 200x300 pixeles, pero imágenes más pequeñas fuencionan correctametne.
Editing patrons
Los usuarios pueden ser editados usando los botones de edición.
Para editar el registro completo del usuario simplemente haga clic en el botón «Editar» en la parte superior de dicho registro
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.
Koha cannot display existing passwords as they are encrypted in the database. Leave the field blank to leave password unchanged.
Este formulario puede generar automáticamente una contraseña aleatoria si hace clic en el enlace etiquetado “Haga clic para llenar con una sugerencia aleatoria. Las contraseñas de mostrarán como texto.»
To edit a specific section of the patron record (for example the “Library use” section) click the “Edit” button beside the section.
A patron image can be added by browsing for the image on your machine from the “Manage patron image” section.
This form will not appear if you have the patronimages system preference to not allow patron images.
Para añadir imágenes de usuarios en lote, utilice la herramienta Subir imágenes de usuarios.
Patrons can also be blocked from checking items out by setting Patron flags
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
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
Si usted desea bloquear a un usuario de la biblioteca puede indicarlo con una restricción manual
Nota
Este indicador puede establecerse automáticamente con Dispositivos de avisos de retraso/noticias
Si ingresa una fecha y/o nota relacionada con la restricción usted la verá también en el mensaje de la restricción
Usuarios niños no se convierten en usuarios adultos de forma automática en Koha, a menos que, usted tenga la tarea cron juvenil a adulto Para actualizar un usuario niño a una categoría de adulto haga clic en el menú “Más” y seleccione “Actualizar usuario niño a adulto”
Entonces se le presentará una ventana emergente preguntando a cual de sus categorías de adultos debe ser actualizado este Niño
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.
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.
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).
Nota
Superbibliotecarios podrán ver modificaciones para cualquier sede, el resto del personal solo podrá ver modificaciones para usuarios que pertenezcan a su sede.
Cuando haga clic en el enlace “Usuarios que requieren modificaciones” se le mostrará una lista con los usuarios que han solicitado modificar sus datos.
Desde aquí puede “Aprobar” y aplicar los cambios pendientes al registro del usuario. “Eliminar” y remover los cambios o “Ignorar” y dejar los cambios pendientes de una revisión posterior.
Si desea borrar su regla, haga clic en el enlace “Anular” a la derecha de la regla.
Merging patron records
If you accidentally end up with one patron with two cards it is possible to merge their records together so that you don’t lose their loan history or holds.
In the patron list, check the boxes next to the records you want to merge and click on the “Merge selected patrons” button.
Nota
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.
The checkouts and statistics will be transferred to the right record and the other one will be deleted.
Permisos de usuario
Patron permissions are used to allow staff members access to the staff client.
Importante
Para que un miembro del personal pueda acceder a la interfaz de personal debe tener (al menos) permisos de “catálogo” que le permita visualizar la interfaz de personal.
Setting patron permissions
On the patron record click “More” and choose “Set permissions” to alter patron permissions
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.
In all cases, if the parent permission is checked, the user has all the child permissions. If you want to set permissions on a more granular level, expand the section and only check the permissions you want that user to have.
Patron permissions defined
Access to all librarian functions (superlibrarian)
Nota
Seleccionando este permiso no es necesario elegir ningún otro
Check out and check in items (circulate)
Permisos restantes de circulación (circulate_remaining_permissions)
This permission grants all circulation rights except those covered by permissions listed below
Forzar préstamo si existe una limitación (force_checkout)
With this permission a staff member will be allowed to override a check out restriction in the following cases:
restricción de edad
el ítem se prestó a otro usuario
el ítem no es para préstamo
el usuario tiene ítems retrasados
el ítem esta perdido
el ítem es un ítem de alta demanda
el ítem está en reserva
Marcar las notas de préstamo como vistas/no vistas (manage_checkout_notes)
- The permission to manage the checkout notes written by users
through the OPAC
Administrar restricciones para las cuentas (manage_restrictions)
Conceder permiso al miembro del personal para levantar una restricción que podría ser en el registro del usuario
Ejecutar informe de atrasos (overdues_report)
El permiso de ejecutar el informe de retrasos encontrado en Circulación
Sobrescribir renovaciones bloqueadas (override_renewals)
With this permission, a staff member can override renewals if there is a restriction
Requiere que el personal de biblioteca tenga también circulate_remaining_permissions
Staff access, allows viewing the catalogue in staff client (catalogue) Required for staff login.
Importante
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)
Esto da acceso a la sección de tipos de débito
Manage additional fields for baskets or subscriptions (manage_additional _fields)
Esto proporciona acceso a la sección de campos adicionales
Importante
This permission requires that the staff member also have the “Edit an existing subscription” permission from the “Manage serial subscriptions” section and the “Manage basket and order lines” permission from the “Acquisition and/or suggestion management” section
Gestionar alertas de audio (manage_audio_alerts)
La capacidad de acceder a la configuración de alertas de audio en el módulo de administración.
Manage authorized value categories and authorised values (manage_auth_ values)
La habilidad de acceder a la configuración de valores autorizados en el módulo de administración.
Gestionar reglas de circulación (manage_circ_rules)
La habilidad de acceder :ref:`las reglas de circulación y multas <circulation-and-fines-rules-label>`en el módulo de administración.
Gestione las reglas de circulación desde cualquier biblioteca (manage_circ_rules_from_ any_libraries)
If not set the logged in user can only edit circulation rules from their own library
The staff member still has to have the “Manage circulation rules” permission above.
Gestionar ciudades y pueblos (manage_cities)
La habilidad de acceder a las configuraciones de ciudades y pueblos en el módulo de administración.
Gestionar las fuentes de clasificación y las reglas de ordenación (manage_classifications)
La habilidad de acceder a la configuración de las fuentes de clasificación en el módulo de administración.
Gestionar la configuración de columna (manage_column_config)
La habilidad de acceder a la página de configuración de columnas en el módulo de administración.
Gestionar la configuración ¿Quizá quiso decir? (manage_didyoumean)
The ability to access the Did you mean? configuration in the administration module.
Manage item circulation alerts (manage_item_circ_alerts)
The ability to access the item circulation alerts configuration in the administration module.
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)
The ability to access the libraries and library groups configuration pages in the administration module.
Manage Mana KB content sharing (manage_mana)
The ability to access the share content with Mana KB in the administration module
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)
The ability to access the record matching rules configuration in the administration module.
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)
The ability to access the patron attribute types configuration in the administration module.
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 SearchEngine system preference is set to “Elasticsearch”.
Manage Z39.50 and SRU server configuration (manage_search_targets)
The ability to access the Z39.50/SRU servers configuration in the administration module.
Manage SMS cellular providers (manage_sms_providers)
The ability to access the SMS cellular providers configuration in the administration module. Note: This area will only be visible when the SMSSendDriver system preference is set to “Email”.
Manage global system preferences (manage_sysprefs)
The ability to access the global system preferences in the administration module.
Manage library transfer limits and transport cost matrix (manage_transfers)
The ability to access the library transfer limits and transport cost matrix configuration pages in the administration module.
Manage usage statistics settings (manage_usage_stats)
The ability to access the share your usage statistics configuration in the administration module.
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
Nota
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)
Capacidad de utilizar la opción “Eliminar todos los ítems” en el menú de “Edición” en catalogación
Edit catalog (Modify bibliographic/holdings data) (edit_catalogue)
Capacidad para acceder a todas las funciones de catalogación a través de la página de Catalogación
Edit items (edit_items)
Ability to make edits to item/holdings records, but not bibliographic records
Limit item modification to subfields defined in the SubfieldsToAllowForRestrictedEditing system preference (edit_items_restricted)
If checked, the staff member will only be able to modify some item subfields
Nota
Please note that the “Edit items” permission is still required
Fast cataloging (fast_cataloging)
The ability to catalog using only the Fast add framework found on the Circulation page
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)
Nota
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
Gestionar fondos (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)
The ability to access the Currencies and exchange rates configuration page.
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)
Grants the ability to create, edit, close and delete basket groups
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
Gestionar presupuestos (period_manage)
Grants access to the budget administration page and the ability to create, edit and delete budgets
This permission does not give the ability to edit budget funds.
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)
Grants the ability to create and manage purchase suggestions, including creating new suggestions and changing the suggestions” statuses
Manage vendors (vendors_manage)
Grants the ability to add, edit and delete vendors
Note that vendors are used in the acquisition and the serials module.
Use all tools (tools)
Access to the files stored on the server (access_files)
Access to the Upload tool
Upload patron images in batch or one at a time (batch_upload_patron_images)
Access to the Image upload tool
Delete old borrowers and anonymize circulation/reading history (deletes borrower reading history) (delete_anonymize_patrons)
Access to the Anonymize patron tool
Define days when the library is closed (edit_calendar)
Acceso a la :ref:ˋherramienta Calendario/feriados <calendar-label>ˋ
Escriba noticas para el OPAC y la intranet (edit_news)
Acceso a la :ref:ˋherramienta Noticias <news-label>ˋ
Set notice/status triggers for overdue items (edit_notice_status_triggers)
Access to the Overdue notice status/triggers tool
Define notices (edit_notices)
Access to the Notices and slips tool
Perform batch modification of patrons (edit_patrons)
Access to the Batch patron modification tool
Edit quotes for the quote-of-the-day feature (edit_quotes)
Access to the Quote of the Day (QOTD) Editor
Export bibliographic and holdings data (export_catalog)
Access to the Export data tool
Import patron data (import_patrons)
Access to the Import patrons tool
Perform inventory of your catalog (inventory)
Access to the Inventory tool
Perform batch deletion of items (items_batchdel)
Access to the Batch item deletion tool
Perform batch modification of items (items_batchmod)
Access to the Batch item modification tool
Limit batch item modification to subfields defined in the SubfieldsToAllowForRestrictedBatchmod preference (items_batchmod_restricted)
Restricts the batch item modification tool to modify only the subfields defined in the SubfieldsToAllowForRestrictedBatchmod preference
Please note that items_batchmod permission is still required
Create printable labels and barcodes from catalog and patron data (label_creator)
Access to the Patron card creator, the Label creator and the Quick label creator tools
Manage CSV export profiles (manage_csv_profiles)
Access to the CSV profiles tool
Add, edit and delete patron lists and their contents (manage_patron_lists)
Access to the Patron lists tool
Manage staged MARC records, including completing and reversing imports (manage_staged_marc)
Access to the Manage staged MARC records tool
Manage MARC modification templates (marc_modification_templates)
Access to the MARC modification templates tool
Moderate patron comments (moderate_comments)
Access to the Comments tool
Moderate patron tags (moderate_tags)
Access to the Tags tool
Perform batch deletion of records (bibliographic or authority) (records_batchdel)
Access to the Batch record deletion tool
Perform batch modification of records (bibliographic or authorities) (records_batchmod)
Access to the Batch record modification tool
Manage rotating collections (rotating_collections)
Access to the Rotating collections tool
Schedule tasks to run (schedule_tasks)
Access to the Task scheduler tool
Subir registros preparados MARC al depósito (stage_marc_import)
Access to the Stage MARC records tool
Upload any file (upload_general_files)
Access to upload files via the Upload tool
Upload local cover images (upload_local_cover_images)
Access to the Upload local cover image tool as well as permission to add and delete local cover images from the record detail page
Gestionar los archivos subidos (upload_manage)
Access to uploaded files via the Upload tool
Note that the upload_general_files permission is required for this permission to work
Revisar registros del sistema (view_system_logs)
Access to the Log viewer tool
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)
Gives the ability to claim missing issues
Create a new subscription (create_subscription)
Gives the ability to add new subscriptions
Delete an existing subscription (delete_subscription)
Gives the ability to delete serial subscriptions
Edit an existing subscription (edit_subscription)
Gives the ability to edit existing serial subscriptions
Este permiso no incluye la habilidad de eliminar o crear suscripciones.
Serials receiving (receive_serials)
Gives the ability to receive issues of existing subscriptions
Renew a subscription (renew_subscription)
Gives the ability to renew serial subscriptions
Routing (routing)
Gives the ability to manage routing lists
Manage subscriptions from any branch (superserials)
This permission is only useful if the IndependentBranches 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)
The ability to create guided reports or SQL reports, but not run saved ones
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 UseCourseReserves system preference is not enabled, these permissions will not have any effect
Add course reserves (add_reserves)
Grants the ability to add items to existing courses
Remove course reserves (delete_reserves)
Grant the ability to remove items from existing courses
Add, edit and delete courses (manage_courses)
Grants the ability to create, edit and delete courses, but not manage the items
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)
Posibilidad de instalar o desinstalar plugins
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)
La posibilidad de usar los informes de plugins
Use tool plugins (tool)
La posibilidad de usar la herramienta de plugins
Lists (lists)
Importante
Todo el personal tiene permiso para crear y modificar sus propias listas, este permiso sólo es necesario si desea dar permiso a un miembro del personal para eliminar las listas públicas que no han creado.
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 patron clubs using the Patron clubs tool
Create and edit club templates (edit_templates)
Create and edit club templates using the Patron clubs tool
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)
Gives access to the Interlibrary loan (ILL) module
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)
Nota
This permission should be used for the patron matching the AutoSelfCheckID system preference
Manage stockrotation operations (stockrotation)
Add and remove items from rotas (manage_rota_items)
Staff with only this permission will be able to manage the items in the rotas, but not the rotas themselves
Create, edit and delete rotas (manage_rotas)
Staff with only this permission will be able to manage the rotas, but not the actual items
Cash management (cash_management)
Add, edit and archive cash registers (manage_cash_registers)
Staff with this permissions will be able to manage the cash registers in the administration module
Patron information
Cuando revise un registro de usuario tiene la opción de ver la información de una de muchas pestañas encontradas en el lado izquierdo del registro.
Get there: Patrons > Browse or search for patron > Click patron name
Préstamo
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”
Detalle
Nota
Los miembros del personal pueden acceder a los detalles de su propia cuenta haciendo clic en el nombre de su usuario en la parte superior derecha de la interfaz del personal y eligiendo “Mi cuenta”
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.
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
On the guarantor’s record, all children and/or professionals will be listed
If the age of the patron is outside the age range defined in their patron category a warning will appear on their record.
Circulation summary
En la parte inferior de la página de detalles de información del usuario encontrará un acceso rápido a los ítems que dichos usuarios tienen prestados, vencidos y en reserva.
Préstamos
The first tab shows the items the patron currently has checked out.
Préstamos de parientes
If they have family at the library, staff can see what the other family members have checked out.
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.
Reservas
If the patron has holds, the number of holds will appear on this tab’s title and the details will appear in the tab.
Nota
The barcode and call number will only appear on item-level holds or holds that have been confirmed. Record-level holds that are not waiting to be picked up will not have barocdes or call numbers.
From here you can manage the patron’s holds: change the pickup library, cancel or suspend holds.
Nota
You will only be able to suspend holds if the SuspendHoldsIntranet system preference is set to «Allow».
Nota
If, when suspending a hold, you want to be able to set a date at which to automatically resume the hold, set the AutoResumeSuspendedHolds system preference to «Allow» and make sure the unsuspend_holds cron job is activated.
Solicitud de artículos
If the ArticleRequests system preference is enabled, and the circulation rules allow it, the patrons will be able to request articles, either through the OPAC or in the staff interface.
The details of the patron’s request, and its status, are visible in this tab.
Restrictions
La pestaña Restricciones será mostrada para todos los usuarios. Si los usuarios no tienen restricciones usted podrá observar eso también en esa pestaña.
Si el usuario tiene restricciones en su cuenta, la pestaña mostrará el número y la descripción.
- There are four kinds of restrictions:
Manual
Retrasos
Suspension
Generar libre de deuda
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.
The overdues restrictions are automatically set when overdue notices are sent if you specified you wanted the patron restricted in the Overdue notice/status triggers tool.
This restriction will not be removed automatically when the overdue items are returned unless the AutoRemoveOverduesRestrictions system preference is set to “Do”.
In the circulation rules, you can choose to fine users by suspending them instead of (or in addition to) fining them money. In that case, returning an overdue document will trigger a suspension restriction.
Patrons may also be restricted if you have issued a discharge for them. Once the discharge is validated, the patron is automatically restricted.
Restrictions on a patron record will block checkouts. In fact, a message will appear in red when going to the checkout page.
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.
Nota
If you want to restrict patrons from doing various actions if their record is not pristine, check the following system preferences:
Set the OverduesBlockCirc system preference to “Block” to prevent patrons who have overdue materials from checking out other materials.
Set the OverduesBlockRenewing system preference to “block renewing for all the patron’s items” or “block renewing only for this item” to prevent patrons who have overdue materials from renewing their loans.
Enter values in the noissuescharge and NoIssuesChargeGuarantees system preferences in order to block checking out to patrons who have more than a certain amount in fines or to patrons whose guarantees owe more than a certain amount.
Enter a value in the maxoutstanding system preference to prevent patron from placing holds on the OPAC if they owe more than a certain amount.
Enter a value in the OPACFineNoRenewals system preference to prevent patron who owe more than a certain amount to renew their loans from the OPAC.
Set the Bloquear system preference to “Block” if you want to prevent patron whose membership has expired to place hold or renew their loans from the OPAC.
Clubes
If you use patron clubs, patrons will have a tab in their record indicating which club they are enrolled in, if any.
Multas
El historial completo contable del usuario se aparecerá en la pestaña Multas. Contrariamente a su nombre, la pestaña Multas no se limita a mostrar solo los datos de multas, bien, sino que también muestra las cuotas de afiliación, pago de alquiler, gastos de reserva y cualquier otro cargo que pueda tener para los usuarios.
The Accounts tab will show you the following columns:
Fecha: la fecha el pago/de cargo fueron postiados
En el caso de multas esto será el último día que las multas fue acumulada
Descripción: una descripción de los cargos que incluyen la fecha prevista para elementos vencidos y el enlace al registro de elemento donde esta disponible
Home library: if the charge is linked to a particular item the home library is displayed
Notas: cualquier nota acerca de este pago/cargo
If you’re allowing patrons to pay fines via the OPAC with PayPal (EnablePayPalOpacPayments) you will see a Note that says “PayPal” for items paid this way
Cantidad: la cantidad total del pago o cargo
Pendiente: la cantidad todavía prevista encima cargo
Actions column:
Un enlace para imprimir el recibo para ese ítem
A link to show further details about the charge and any payments that have been made
A link to void (delete) the payment
En el tope de la tabla puede hacer clic en “Filtrar transacción paga” para ocultar todas las transacciones completadas y además puede utilizar el cuadro de búsqueda para encontrar un monto o pago específico.
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
Marcar a un ítem como “Perdido” en el módulo de catalogación, automáticamente, le pondrá una multa al usuario equivalente al costo de reemplazo del ítem.
Pay/Void fines
Each line item can be paid in full (or written off) using the “Pay fines” tab.
Cada entrada de ítem puede ser abonada completamente, parcialmente, o condonada.
Pagar una multa totamente
Si usted tiene una nota sobre el pago, por favor escriba eso primero y luego continué
Haga clic en «Pagar» al lado de la multa que desea pagar completamente
The full amount of the fine will be populated for you in the «Collect from patron» box
There is a change feature included in this payment process. An option to specify how much money was collected when paying a fine, as well as defining how much was paid on the fine. If these numbers are different (i.e. more money was collected) a popup displaying the amount of change to be given will be displayed and require confirmation before proceeding
If one or more values are defined under the PAYMENT_TYPE authorized value category a dropdown selection box will be displayed to specify a custom payment type
If the UseCashRegisters system preference is enabled, you will have a choice of cash register in which to enter the transaction
Haga clic en “Confirmar”
La multa se removerá de multas pendientes, y se verá como completamente abonada.
Pagar una multa parcial
Haga clic en «Pagar» al lado de la multa que desea pagar parcialmente
Enter the amount you are collecting from the patron in the «Collect from patron» box
Haga clic en “Confirmar”
The fine will be updated to show the original amount, and the current amount outstanding
Pagar una cantidad a todas las multas
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»
Haga clic en “Confirmar”
Los totales de multas se actualizarán con el pago aplicado a las multas mas viejas primero.
Pay selected fines
Check the selection boxes next to the fines you wish to pay, click «Pay selected»
Ingrese la cantidad a pagar de las multas.
Haga clic en “Confirmar”
El total de multas se actualizará con el pago aplicado a las multas más viejas seleccionadas primero.
Cancelar una multa
Haga clic en «Anular» al lado de la multa que desee eliminar.
A confirmation box will appear to specify a total amount to writeoff. This box allows a partial writeoff of fines.
La multa se removerá de multas pendientes, y se mostrará como cancelada
Writeoff selected fines
Check the selection boxes next to the fines you wish to pay, click «Writeoff selected».
Click «Confirm».
La multa se removerá de multas pendientes, y se mostrará como cancelada
Writeoff all fines
Click the «Writeoff all» button
Todas las multas serán eliminadas de las multas sobresalientes, y mostradas como descartadas.
If you accidentally mark and item as paid, you can reverse that line item by clicking “Void” to the right of the line
Once clicked a new line item will be added to the account showing the payment as ‘Voided’. The payment line is added back to the Pay fines tab as an outstanding charge.
Nota
You can enable email receipts for payment and writeoff transactions with the UseEmailReceipts system preference.
Creating manual invoices
Para precios que no se asignan automáticamente, se puede crear una factura manual
Primero elija el tipo de factura que desea crear
To add additional values to the manual invoice type pull down menu, add them to the debit types in the Administration module.
Si la tasa está asociada con un ítem, puede introducir su código de barras para que la linea muestre un enlace a ese ítem
El campo de descripción es donde se entra la descripción de la carga
En la caja de cantidad no utilice ningún símbolo de moneda, solo números y decimales.
Creating manual credits
Los créditos manuales pueden ser utilizados para pagar parte de las multas, o para perdonar un monto de la multa.
Primero seleccione el tipo de crédito que quiere aplicar
Si este crédito se asocia con un ítem puede introducir código de barras del ítem de modo que la linea de ítems enlaza al ítem correcto
El campo de descripción es donde se entra la descripción del crédito
En la caja de cantidad no utilice ningún símbolo de moneda, solo números y decimales.
Printing invoices
A la derecha de cada línea de cuenta hay un enlace de impresión. Haciendo clic en dicho enlace imprimirá un recibo para el ítem en línea que incluye la fecha y descripción del ítem con el total resaltado de la cuenta.
Listas de circulación
A list of all of the serial routing lists the patron belongs to will be accessible via the “Routing lists” tab on the patron record.
En esta pestaña podrá ver y editar las listas de circulación en las que figura este usuario.
Historial de circulación
The circulation history tab will appear if you have set the intranetreadinghistory preference to allow it to appear. If you have the OPACPrivacy system preference set to “Allow” and the patron has decided that the library cannot keep this information this tab will only show currently checked out items.
Si desea exportar una lista de códigos de barra de los ítems prestados hoy puede encontrar esa opción en el menú Mas arriba a la derecha de la página.
Esto generará un archivo de texto con un código de barras por línea.
Registro de modificaciones
If you have set your BorrowersLog to track changes to patron records, then this tab will appear. The Modification log will show when changes were made to the patron record. If you also have turned on the IssueLog and ReturnLog you will see checkins and outs on this screen as well.
La columna Bibliotecario muestra el número de usuario del bibliotecario que hizo los cambios
Módulo lista “USUARIOS” para el módulo del usuario
La acción le dirá qué acción se está registrando
El campo Objeto muestra el número de usuario que se está modificando (en el ejemplo anterior, es un autocambio de mi propio registro)
Avisos
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:
Haciendo clic en el título del mensaje ampliará la vista para mostrarle el texto completo del mensaje enviado.
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.
Estadísticas
Depending on what you set for the values of your StatisticsFields system preference, you can see statistics for one patron’s circulation actions.
Archivos
If you set the EnableBorrowerFiles preference to “Do” the Files tab will be visible on the patron information page.
Desde aquí puede subir archivos para adjuntarlos al registro del usuario.
Todos los archivos que sean subidos aparecerán cobre un formulario done archivos adicionales pueden ser subidos.
Sugerencias de compra
Si el usuario ha hecho alguna sugerencia de compra, verá una pestaña de sugerencias de compra en el registro del usuario.
Desde aquí se puede ver todas las sugerencias hechas por el usuario y su estado, también puede crear una sugerencia de compra a favor del usuario haciendo clic en el botón “Nueva sugerencia de compra” en la parte superior.
Learn more about managing purchase suggestions in the Acquisitions chapter of this manual.
Liberación de la deuda para el usuario
A discharge is a certificate that says the patron has no current checkouts, 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”.
Nota
In France a «quitus» («discharge») is needed if you want to register for an account in a library or a university.
Nota
Las bibliotecas académicas, a menudo, requieren que usted tenga registros limpios antes de poderse graduar.
Patrons can request discharges via the OPAC. Any pending discharges will be listed below the menu buttons on the main staff client page
Clicking the pending requests will open a screen where you can allow those discharges
To generate a discharge for a specific patron click the “Discharge” tab on the left of the patron record
Si al usuario se le puede generar la liberación de la deuda, entonces, tendrá un botón con la leyenda “Generar liberación de la deuda”
Si no, entonces usted verá un error explicando por qué no se puede hacer la generación libre de deuda para el usuario.
Una vez que se genera la carta, tendrá un PDF para descargar
Nota
You can style the PDF using the NoticeCSS preference.
The patron will have a restriction added to their account
And a history of discharges will be added to the “Discharge” tab
Housebound patrons
There are three roles a patron can have in regard to housebound circulation: borrower, chooser or deliverer.
Importante
In order to use the housebound module, the HouseboundModule and ExtendedPatronAttributes system preferences must be enabled.
Seleccionador
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”.
Click the “Add” button to mark this patron as a “Chooser”.
The chooser is in charge of choosing the materials for the housebound patron.
Repartidor
In the “Housebound roles”, click the “Add” button to mark this patron as a “Deliverer”.
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.
From there, you can edit their housebound profile information.
Delivery day: choose which day (or “Any”) the patron prefers to receive their delivery.
Frequency: choose the frequency at which they want to receive their deliveries.
Nota
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.
Click on “Add a new delivery”.
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.
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.
Búsqueda de usuarios
Al hacer clic en el enlace para el módulo de Usuarios le llevará a la pantalla de búsqueda/consulta de los usuarios. Desde aquí se puede buscar un usuario introduciendo cualquier parte de su nombre o número de carné.
Al hacer clic en el pequeño signo más [+] a la derecha de la caja de búsqueda se abrirá una búsqueda avanzada de usuarios con más filtros, incluyendo la posibilidad de limitar a una categoría específica y/o biblioteca.
También puede filtrar los resultados de los usuarios usando las opciones de búsqueda en la parte izquierda de la página.
Dependiendo de lo que haya seleccionado en “Campos de búsqueda” puede buscar usuarios de varias maneras diferentes.
Estándar:
Ingrese cualquier parte de nombre, nombre de usuario, dirección de correo electrónico o código de barras.
E-Mail:
Ingrese parte de su dirección de correo electrónico y seleccione “Contiene” en vez de “Comienza con”
Número de usuario:
Ingrese el número de usuario de Koha
Número de teléfono:
Ingrese el número de teléfono exactamente como figura en el sistema o utilizando espacios entre cada uno si se ingresa un lote de números.
Ejemplo: Para encontrar (212) 555-1212 puede buscarlo exactamente como fue ingresado, o buscando 212 555 1212
Dirección física:
Ingrese cualquier parte de la dirección del socia (incluye todos los campos) y seleccione “Contiene” en lugar de “Comienza con” para encontrar la cadena en cualquier parte de la dirección
Fecha de nacimiento
Birth dates should be entered using the format set forth in the dateformat preference.
Campo orden 1
Este es un campo personalizado que las bibliotecas pueden utilizar para cualquier tipo de datos sobre el usuario.
Campo orden 2
Este es un campo personalizado que las bibliotecas pueden utilizar para cualquier tipo de datos sobre el usuario.
También puede elegir ya sea buscar por campos que comienzan con la cadena que ingresó o contienen la cadena. Eligiendo “Contiene” funcionará como una búsqueda con comodín.
También puede navegar por los registros de usuarios haciendo clic en las letras vinculadas en la parte superior.