OPAC

Search results

To search the OPAC you can either choose to enter your search words in the box at the top of the OPAC or click on the “Advanced search” link to perform a more detailed search.

image937

Para más información sobre la búsqueda vea en el capítulo “Buscar” de este manual.

Results overview

Después de realizar una búsqueda, el número de resultados de su búsqueda aparecerá encima de los resultados

image938

By default your search results will be sorted based on your OPACdefaultSortField and OPACdefaultSortOrder system preference values. To change this you can choose another sorting method from the pull down on the right.

image939

Under each title on your results list a series of values from your leader will appear. It is important to note that this has nothing to do with the item types or collection codes you have applied to your records, this data is all pulled from your fixed fields. This can be turned on or off with the DisplayOPACiconsXSLT system preference.

image940

Bajo cada título verá la disponibilidad de los ejemplares asociados al registro.

Nota

Aun cuando haya filtrado para una sede todas las ubicaciones que disponen del ejemplar aparecerán en los resultados de búsqueda.

Importante

El estado de reserva de un ejemplar no afecta su disponibilidad hasta que dicho ejemplar esté en estado “esperando”. Aquellos ejemplares que se encuentren reservados y en estantería se mostrarán como disponibles hasta que un bibliotecario los haya levantado de la estantería y los haya marcado como “esperando”.

image941

If you have turned on Enhanced content system preferences preferences you may have book jackets on your search results.

image942

If you have set your Did you mean? options you will see a yellow bar across the top of your results will other related searches.

image943

If you performed an advanced search you see an option to go back and edit your advanced search blow the list of results pages.

image1295

Filtros

To filter your results click on the links below the “Refine your search” menu on the left of your screen

image944

Depending on your setting for the Faceta de biblioteca system preference you will see filters for your home, holding or both libraries.

image1296

After clicking a facet you can remove that filter from your results by clicking the small “x” that appears to the right of the facet.

image1297

Search RSS feeds

Usted podrá suscribirse a sus resultados de búsqueda con un feed RSS haciendo clic en el icono de RSS en la barra de direcciones o al lado del número de resultados. Para obtener más información acerca de lo que son los feed RSS echa un vistazo a este video tutorial.

image945

Suscribirse a los resultados de búsqueda con un feed RSS le permitirá ver cuando un nuevo ítem se agrega al catálogo en su área de interés.

Bibliographic record

Al hacer clic en un título de los resultados de la búsqueda, es llevado a los detalles del registro bibliográfico. Esta página está dividida en varias áreas distintas.

En la parte superior de la pantalla será el título y la GMD:

image946

Bajo el título se listarán los autores. Esto proviene de sus campos 1xx y 7xx. Haciendo clic en el autor se buscarán otros títulos con ese autor.

image947

Si usted tiene un archivo de autoridad verá una lupa a la derecha de las autoridades de autor (o de otros). Al hacer clic en la lupa le llevará directamente al registro de autoridad.

image948

If you have your DisplayOPACiconsXSLT preference set to “show” you will see a material type that is determined by values in your fixed fields (learn more in the XSLT material type icons cataloging guide.

image949

A continuación vamos a ver la descripción del registro que está viendo:

image950

A continuación de esta información se encuentran los encabezamientos de materia, haciendo clic sobre ellos se pueden buscar otros títulos sobre temas similares

image951

If your record has a table of contents or summary it will appear next to the “Summary” or “Table of contents” label

image952

If your record has data in the 856 fields you’ll see the links to the right of the “Online resources” label

image953

Si el título que está viendo se encuentra en una lista pública entonces usted verá una lista a la derecha de la etiqueta “Lista(s) en que aparece este ítem” y si tiene etiquetas aparecerán debajo de las etiquetas “etiquetas de esta biblioteca”

image954

En las pestañas de abajo los detalles usted encontrará la información de ejemplares

image955

Any notes (5xx fields) that have been cataloged will appear under “Title notes”

image956

Si usted está permitiendo comentarios aparecerán en la siguiente pestaña

image957

Y finalmente si ha habilitado FRBR y tiene otras ediciones del título de su colección verá la pestaña “Ediciones”.

image958

A la derecha de los detalles encontrará una serie de recuadros. El primer recuadro es una lista de botones para ayudar a navegar en los resultados de la búsqueda. Desde allí se puede ver el resultado siguiente o anterior de su búsqueda o regresar a los resultados.

image959

Clicking “Browse results” at the top of the right column will open up your search results on the detail page

image960

A continuación de los botones de búsqueda podrá encontrar los enlaces para hacer una reserva, imprimir el registro, guardar el registro en sus listas, o añadirlo a su cesta

image961

Clicking “More searches” will show the list of libraries you entered in your OPACSearchForTitleIn preference

image962

Under the “Save record” label you will find a series of file formats you can save the record as. This list can be customized by altering the OpacExportOptions system preference.

image963

Si en algún momento desea cambiar la vista de “Normal” para ver el Marc o el ISBD puede hacer clic en las pestañas en la parte superior del registro

image964

Lists and the cart

A cart is a temporary holding place for records you’re interested in finding during this session. That means that once you log out of the OPAC or close the browser you lose the items in your cart. A list is a more permanent location for saving items. To learn more about lists, check the Lists in the staff client chapter of this manual.

Listas

Patrons can manage their own private lists by visiting the “your lists” section of their account.

image965

Creating lists

Lists can also be created by choosing the “New list” option in the “Add to” menu on the search results

image966

To create a list the patron simply needs to click the “New list” link and populate the form that appears

image967

The only field required is the “List name,” but the patron can also choose how they want the list sorted and if the list is public or private.

  • A private list is managed by you and can be seen only by you (depending on your permissions settings below)

  • A public list can be seen by everybody, but managed only by you (depending on your permissions settings below)

    Importante

    If you aren’t allowing patrons to create public lists with the OpacAllowPublicListCreation preference then patrons will only be able to create private lists.

    image968

  • Finalmente decida cuáles serán sus permisos en la lista. Usted puede o no permitir todo:

    • alguien más para agregar entradas

    • cualquiera elimine sus entradas contribuidas

      • Nota

        El propietario de una lista siempre se le permite Añadir entradas, pero necesita permiso para eliminar.

    • cualquier persona para eliminar otras entradas contribuidas.

Adding titles to lists

Los títulos se pueden agregar a las listas desde los resultados de búsqueda y/o desde el registro bibliográfico. Sobre las opciones de resultados de la búsqueda para agregar ítems a la lista que aparece debajo de cada resultado y en la parte superior de la página de resultados

image969

To add a single title to a list, click the “Save to lists” option and then choose the list you’d like to add the title to. To add multiple titles to a list check the boxes on the left of the titles you want to add and then choose the list you want to add the titles to from the “Add too” pull down at the top of the screen.

Viewing lists contents

To view the contents of a list, click on the list name under the “Lists” button.

image970

El contenido de la lista será similar a las páginas de resultados, excepto que habrá diferentes opciones de menú en la parte superior de la lista.

image971

A la derecha del titulo de la lista hay un icono RSS que le permite suscribirse a actualizaciones de la lista.

Usando el menú de opciones sobre la lista se pueden colocar varios ítems en reserva, descargar el contenido de la lista, enviar la lista por correo electrónico o imprimir la lista.

  • To place a hold on one or more list items check the box to the left of the item and click the “Place hold” link at the top

  • To download the list contents click the “Download list” link and choose the format you’d like to download the list in

  • To email the list contents to someone, click the “Send list” link and enter in your email details in the form that pops up

    image972

  • To print the contents of your list out click the “Print list” link

Managing lists

Once the list is saved patrons can begin adding items to it. From the “your lists” tab on the patron record the patron can edit and delete the lists they have created by clicking the appropriate link to the right of the list name.

image973

Para modificar el título de la lista o los patrones de ordenación haga clic en el enlace “Editar” a la derecha de la descripción de la lista.

image974

Al hacer clic en “Eliminar” al lado de una lista, se le pedirá que confirme que desea eliminar de la lista.

image975

La lista no se eliminará hasta que haga clic en el botón “Confirmar” a la derecha de la lista que desea eliminar.

If the library is allowing you to share private lists with the OpacAllowSharingPrivateLists preference then you will see the “Share” link on your list of lists and the “Share list” link at the top of each individual list. Clicking this will ask you to enter the email address of a patron.

image1298

Una vez que el archivo es subido se presenta un mensaje de confirmación.

image976

= prestar un ítem a un socio

Carrito

Adding titles to the cart

Los títulos pueden ser agregados a la cesta desde los resultados de búsqueda y/o desde el registro bibliográfico. En la página de resultados de búsqueda la opción para agregar títulos a la cesta aparece debajo de cada resultado y en la parte superior de la página

image977

Clicking the “Add to cart” button will add the one title to your cart. To add multiple titles at once, check the box to the left of each result and then choose “Cart” from the “Add to” pull down at the top of the screen. Once titles are added to the cart you will be presented with a confirmation

image978

From the results you will see which items are in your cart and will be able to remove those items by clicking “(remove)”.

image1299

Managing the cart

Una vez que haya devuelto todos los ítems para el socio que se puede imprimir un recibo: haga clic en el botón Imprimir en la parte superior de la pantalla y seleccione “Imprimir tira”

image979

En esta ventana se presentan varias opciones. En la parte superior de la cesta hay varios botones.

First is the “More details” button. Clicking this will show you additional information about the titles in your cart (ISBNs, subjects, publisher info, notes and more).

image1300

Next is the option to send the contents of your cart to an email address. This is handy if you want to send the resources you found at the library to your home email account to refer to later or to send to a patron researching a specific topic. Clicking this link will open up a new window that asks for the email address and message to send.

image980

Importante

El carrito puede ser enviado por correo solamente para usuarios que se han autenticado/conectado. Esto previene que la función de envío de correo electrónico sea usado para envío de correo basura o mal intencionado.

In addition to sending your cart you can download the contents of your cart in several pre-defined formats or using a CSV profile that you defined in the tools module.

image981

Por último, puede imprimir el contenido de su cesta eligiendo el enlace “Imprimir”.

In addition to the various different ways to save the contents of your cart, there are ways to add value to the data in your cart. By selecting one or more titles from the cart you can add them to a list (click “Add to a list”), place hold(s) (click “Place hold”), or tag them (click “Tag”). All of these operations follow the same procedure as they do when performing them in the OPAC.

Placing holds

Patrons can place holds on items via the OPAC if they’re logged in and you have the RequestOnOpac preference set to “Allow”. If the item can be placed on hold the option to place it on hold will appear in several different places.

  • When viewing a list or search results page you’ll see the option to place hold on multiple items by checking the boxes to the left of the results and clicking “Place hold” at the top

    image982

  • Cuando está visualizando una lista o una página de resultados de búsqueda verá la opción de hacer una reserva por debajo de la información básica sobre el título

    image983

  • Cuando se visualiza un título individual verá la opción de hacer una reserva en la casilla en la parte derecha de la pantalla

    image984

No importa en cuál de los enlaces anteriores haga clic para hacer una reserva, se le redirigirá a la misma pantalla de reserva.

image985

  • Marque la casilla a la izquierda de los ítems que desea reservar

  • El título incluye un enlace a la página de detalles del registro

  • La prioridad indica su posición en la cola de reservas

  • If allowed by your OPACAllowUserToChooseBranch preference the patron can choose where they’d like to pick up their hold. The list of available pickup locations will include all libraries that have “Pickup location” set to “Yes” on the library configuration page.

  • Si quieres ver más detalles puede marcar la casilla de verificación “Mostrar todos los detalles”

    Place hold form with more options

    • If you have the AllowAllMessageDeletion preference set to “Allow” and the record had more than one item type attached you will see an option to choose to limit the hold to a specific item type

      image1301

  • If allowed by your OPACAllowHoldDateInFuture preference, the “Hold starts on date” column will show. This field allows the patron to have their hold start on a future date.

  • By default holds placed in the system remain until canceled, but if the patron fills in a “Hold not needed after” date then the hold has an expiration date.

    • Importante

      Expired holds are removed by the expired holds cron job, this is not an automatic process and must be set up by your system administrator

  • If allowed by the Notas de la reserva: preference then patrons can leave notes about their holds for the library by clicking the “Edit notes” button

    image986

  • Depending on the rules you set regarding item specific holds in your circulation and fines rules the patron will be allowed to choose whether to place the hold on the next available copy and/or a specific copy.

    image987

After clicking the “Place hold” button the patron will be brought to their account page where they’ll see all of the items they have on hold.

Enhanced content

Etiquetado

Depending on your settings for the TagsEnabled, TagsInputOnList and TagsInputOnDetail preferences you may be able to add tags to bibliographic records from the search results and/or bibliographic records. If you are allowing patrons to add tags from the search results screen you will see an input box below each result and a “Tag” option at the top of the screen.

image988

Para agregar etiquetas a un título, escriba las etiquetas (separadas por comas) en el cuadro de entrada “Nueva etiqueta” y haga clic en “Agregar”. Se le mostrará una página de confirmación de las etiquetas que se agregarán.

image989

En la página de resultados también puede etiquetar ítems en conjunto haciendo clic en las casillas de verificación de la izquierda y luego haciendo clic en el botón “Etiqueta” en la parte superior. Después de hacer clic el botón se cambiará a un cuadro de entrada que le permitirá agregar etiquetas a todos los títulos que ha seleccionado.

image990

Emojis can also be included using the emoji picker when adding tags

image1341

Comentarios

Patrons can leave comments in the OPAC if you have the reviewson preference set to allow this. Each bibliographic record has a comments tab below the bibliographic information.

image991

Si el usuario ha abierto sesión con su cuenta verá un enlace para agregar un comentario al registro. Al hacer clic en este enlace se abrirá una ventana con una caja para introducir sus comentarios.

image992

Una vez que el comentario haya sido escrito y se haga clic en el botón “Enviar”, el usuario podrá ver su comentario como pendiente y los otros usuarios verán que no hay ningún comentario nuevo sobre el tema.

image993

Once the comment is approved the patron will see the number of comments on the “Comments” tab and their comment labeled amongst the other comments. If you have set your ShowReviewerPhoto preference to “Show” then you’ll see the patron’s photo pulled from the Libravatar library.

image994

Other patrons will see the comment with the name of the patron who left the comment (unless you have set the ShowReviewer preference to not show patron names).

image995

If you have your OpacShowRecentComments set to show then you’ll see the approved comments on that page.

image996

Desde esta página los usuarios podrán suscribirse a los comentarios recientes utilizando RSS si así les parece.

Zotero

Zotero is a Firefox add on that allows for the saving and generating of a bibliography. Learn more about and download Zotero at http://zotero.org.

Asegúrese que tiene instalado Zotero en su navegador Firefox. Podrá ver un icono de la carpeta a la derecha de la URL en la barra de direcciones. Al hacer clic en ese icono se abrirá la lista de títulos de la página para que usted escoja algunos para añadir a Zotero.

image997

Seleccione los títulos que desee agregar a Zotero y luego haga clic en el botón “Aceptar”. Esto agregará los títulos seleccionados a Zotero. Usted puede ver los títulos abriendo su librería de Zotero.

image998

Custom RSS feeds

Using the RSS feeds cron job you can generate an RSS feed for any SQL query (for example a new acquisitions RSS feed). The cron job is run on the command line to produce an RSS XML document.

El resultado debería ser colocado en un directorio accesible para la interfaz web del OPAC (o administrativo) para que los usuarios pueden descargar el feed RSS.

Un ejemplo de uso se puede encontrar en: misc/cronjobs/rss.pl lastAcquired.conf

Normally the RSS cron job should be run periodically (e.g., daily) to keep the feed up-to-date.

El archivo de configuración (por ejemplo, lastAcquired.conf) incluye

  • nombre del archivo de plantilla a utilizar
  • ruta del archivo de salida
  • consulta SQL

The RSS cron job runs the SQL query, then feeds the output of the query through the template to produce the output file.

Importante

To use custom RSS feeds you need to turn on the RSS cron job.

OPAC self registration

If you allow it, patrons can register for their own accounts via the OPAC. If you have the PatronSelfRegistration preference set to “Allow” then patrons will see a link to register below the log in box on the right of the main OPAC page.

image999

When the patron clicks the “Register here” link they will be brough to a registration page. The options on the registration page can be conrolled by editing the PatronSelfRegistrationBorrowerMandatoryField and the PatronSelfRegistrationBorrowerUnwantedField preferences.

image1000

Once the patron has confirmed submitted their registration they will either be sent an email to confirm their account (if you have the PatronSelfRegistrationVerifyByEmail preference to require this) or presented with their new username and password.

image1001

Los usuarios registrados de esta manera no tendrán un número de carné hasta que sea asignado por un bibliotecario, pero tendrá acceso a todas la funcionalidades del OPAC inmediatamente. Por esta razón se recomienda:

De ésta manera los usuarios tendrán que llegar a la biblioteca para verificar su identidad antes de proporcionar un número de carné y la habilidad de poder prestar algunos ítems; o la biblioteca tendrá que tomar políticas internas para la generación de números de carné antes proveerles a ellos el auto registro de usuarios. Una vez esto se ha efectuado, la biblioteca puede cambiar la categoría a una más apropiada (sea una adulta, residente, no residente, estudiante, etc.) y agregar un número de carné/código de barras.

Your account

From the OPAC patrons can log in and access their account if you have set the opacuserlogin preference to “Allow”. Once logged in patrons are brought to their account summary. If you would like to get to your account in the OPAC, you can click on your name in the top right of any page in the OPAC.

Resetting your password

If you have the OpacResetPassword set to allow patrons to reset their password they can click “Forgot your password?” link found under the log in box to reset their passwords.

image1002

Once clicked they will be presented with a form asking for their username and their email address (patrons must have an email address on file to reset their password).

image1302

The system will then email the patron instructions for resetting their password.

image1303

Your summary

image1003

From the “your summary” tab, patrons will see all of the items they have checked out with the overdue items highlighted in red. If you have OpacRenewalAllowed set to “Allow” then your patrons will be able to renew their books right from the OPAC. If you have HTML entered in the OPACMySummaryHTML preference then you will see that to the right of the “Fines” column.

image1004

If your patrons would like to see the items barcodes on their list of checked out items you can set up a patron attribute with the value of SHOW_BCODE and authorized value of YES_NO.

image1005

Then on the patron’s record set the value for SHOW_BCODE to yes.

image1006

Esto agregará una columna al resumen de préstamos en el OPAC que muestra a los usuarios los códigos de barra de los ítems que tienen prestados.

image1007

If you would like your patrons to leave a note on an item they have checked out AllowCheckoutNotes preference must be set to allow.

In the patron’s summary of checkouts, there will be an added column to allow the patron to leave a note (for example: missing first page, or DVD is scratched). This note once confirmed by the patron will appear to the staff at the bottom of the staff interface’s home page, and also when the item is checked in.

image1391

If their guarantee has allowed it via their privacy, when the guarantor logs in they will see a tab labeled «Relatives” checkouts» on their summary tab.

image1304

Al hacer clic en la pestaña “Atrasado” sólo se mostrarán los ítems que están atrasados.

image1008

The “Fines” tab will show just a total of what the patron owes. Clicking on the total will take them to the “your fines” tab where they will see a complete breakdown of their fines and bills. If you don’t charge fines at your library you can turn the display of these tabs off by setting the OPACFinesTab preference to “Don’t allow.”

image1009

Por último, al hacer clic en la pestaña “Reservas” se mostrará al usuario la situación de todos los ítems reservados. Los ítems que están listos para ser retirados serán resaltados en amarillo.

image1010

Patrons can cancel or suspend (depending on the value of your SuspendHoldsOpac system preference) their own holds if they are not in transit or already waiting for them. When they click “Suspend” they will be presented with the option to choose a date for their hold to resume.

image1305

They can also suspend all of their holds indefinitely or until a specific date if they choose by filling in the suspend options at the bottom of the page.

Nota

If you have your AutoResumeSuspendedHolds preference set to «Don’t allow» then you will not have the option to put an end date on the hold suspension

Patron flags

Si usted tiene indicadores en las cuentas de sus usuarios ellos podrán ver alguno de los siguientes mensaje de error en la parte de superior de su cuenta.

  • Carnet marcado como perdido

    image1011

  • Dirección de usuario dudosa

    image1012

    • Nota

      this error message will not include a link to the update form if you have OPACPatronDetails set to “Don’t allow”

  • Usuario marcado como no autorizado

    image1013

Your fines

If your library charges fines the next tab on the left is “your fines”. Opening this tab will show the patron an entire history of their accounting at the library.

image1014

If you are allowing patrons to pay their fines using PayPal with the EnablePayPalOpacPayments preference there will be checkboxes to the left of each fine with an outstanding amount.

image1306

Después de hacer clic en el botón Reservar el usuario será conducido a su página de cuenta donde van a ver todos los ítems que tienen en reserva.

image1015

After paying they will be presented with a confirmation

image1307

And you will see that the fine was paid using PayPal on the staff side.

image1308

Your personal details

If you have your OPACPatronDetails preference set to “Allow”, your patrons will see a form filled in with their contacting information by clicking on the “Your personal details” tab. You can control what fields patrons see and can modify via the OPAC by setting the PatronSelfRegistrationBorrowerMandatoryField PatronSelfRegistrationBorrowerUnwantedField preferences.

image1016

Patrons can edit their details in this form and click “Submit changes” to have their edits sent to the library for review before their record is updated. Staff will see all patrons requesting modification to their record listed below the modules on the main dashboard along with anything else awaiting library attention.

image1017

If the OPACPatronDetails preference is set to “Don’t allow” then patrons will simply see their details and a message stating that they should contact the library for changes.

image1018

Your tags

If your library has TagsEnabled set to “Allowed” then the next tab on the left will be “your tags”. This tab will show patrons all of the tags in the system as a cloud and then all of the tags they have applied in a list format. From here patrons have the ability to remove tags that they have added if they want.

image1019

Change your password

Next, if you have OpacPasswordChange set to “Allow” the next tab will be “change your password,” where patrons can change their password for logging into the OPAC. Patrons will be presented with a standard form asking them to enter their old password and then their new password twice.

image1020

Your search history

If you have your EnableOpacSearchHistory preference set to “Allow” then your patrons can access their search history via the “your search history” tab.

image1021

El historial de búsqueda es un registro de todas las búsquedas realizadas por el usuario. Al hacer clic en cualquiera de las frases de búsqueda volverá a ejecutar la búsqueda. El historial de búsquedas puede ser borrado por el socio en cualquier momento haciendo clic en el enlace “Borrar el historial de búsqueda” que se encuentra en la parte superior de esta pestaña o haciendo clic en el la pequeña “x” junto al vínculo «Historial de búsquedas» en la parte superior derecha del OPAC.

image1022

Your reading history

Depending on your library’s setting for opacreadinghistory your patrons may see the “your reading history” tab next. This will show the patron their entire reading history unless they have asked the library to not keep that information via the “your privacy” tab which will appear if you have the OPACPrivacy preference set to “Allow.”

image1023

If you have HTML entered in the OPACMySummaryHTML preference then you will see that to the right of the “Date” column.

Your privacy

The “your privacy” tab will appear if you have both the opacreadinghistory and the OPACPrivacy preferences set to “Allow.” This tab will allow the patrons to decide how the library keeps their circulation history data.

image1024

Los usuarios pueden elegir entre tres opciones:

  • Para siempre: almacenar mi historial de lecturas sin límite. Esta es la opción para usuarios que desean preservar qué están leyendo.
  • Predeterminado: guardar mi historial de lectura según leyes locales. Esta es la opción predeterminada: la biblioteca almacenará su historial de lectura durante el tiempo permitido por las leyes locales.
  • Nunca: Eliminar mi historial de lecturas inmediatamente. Esto eliminará todos registro de items prestados o devueltos.

Depending on the patron’s suggestions the contents of the “Your reading history” tab and the “Circulation History” tab in the staff client may change.

Independientemente de la elección del usuario se puede borrar en conjunto su historial de lectura en cualquier momento haciendo clic en el botón “borrado inmediato”.

image1025

Al hacer clic en este botón no eliminará los ítems que actualmente están prestados, pero se borrará el historial de lectura pasado del usuario.

Importante

In order for the patron to be able to delete their reading history you must have the AnonymousPatron preference set.

If you’re allowing guarantees to grand permission to their guarantors to view their current checkouts with the AllowPatronToSetCheckoutsVisibilityForGuarantor preference they will see that option on this screen.

image1309

When the guarantor logs in they will see a tab labeled «Relatives” checkouts» on their summary tab.

image1310

Your purchase suggestions

If your library allows patrons to make purchase suggestions the next tab will show all suggestions that the patron made to the library and their statuses. To disable this tab and the suggestion functionality set the sugerencia preference to “Don’t allow.”

image1026

If you have OPACViewOthersSuggestions set to “Show” then patrons will be able to search suggestions from the top of this list.

Your messaging

If your library has the EnhancedMessagingPreferences and the EnhancedMessagingPreferencesOPAC preferences set to “Allow” then your patrons will be able to choose which messages they receive from the library (with the exception of overdue notices which the library controls).

image1027

If you use an outside driver for sending text messages set with the SMSSendDriver preference, you will see an additional column to receive these messages as SMS (or text messages) and a field for a cell (or SMS) number.

image1028

If you are using the Email protocol for sending text messages set with the SMSSendDriver preference, you will see an additional column to receive these messages as SMS (or text messages), a field for a cell (or SMS) number, and a pull down listing cellular providers entered in administration.

image1029

If you are using the Itiva Talking Tech service you will see an additional column to receive these messages via Phone.

image1311

  • 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

You must choose a delivery method (SMS or email or phone) along with “Digest only?” if you would like to receive a digest of the messages.

Your lists

If your library has the virtualshelves set to “Allow” they will see the “your lists” tab. From here your patrons can review public lists and create or edit their own private lists.

image1030

Ask for a discharge

If you have enabled the useDischarge preference then patrons will be able to request a discharge via the OPAC.

image1312

From here patrons can request a discharge

image1031

And will receive confirmation of their request.

image1032

Your routing lists

If you are named as a recipient on any serial routing lists you will see them listed here. The following note is displayed «You are subscribed to the routing lists for following serial titles. If you wish to make changes, please contact the library».

Your interlibrary loan requests

If your library has the ILLModule preference set to ‘Enable’ patrons will have the option to make ILL requests when logged in to their OPAC account. From here they can view their existing requests and place new ones.

image1373

To place a new interlibrary loan request click on ‘Create a new request’ and choose a request form.

image1374

Nota

The options displayed are dependent on your ILL configuration. See the ILL backends wiki page at https://wiki.koha-community.org/wiki/ILL_backends further explanation.

Nota

If you have entered copyright text in the ILLModuleCopyrightClearance preference the text displays here and you need to click ‘Yes’ to accept before continuing.

Complete the publication details as fully as possible. Depending on the form in use you may see the option to add Custom fields for additional information such as notes. Destination branch is a required field, this is the branch you would like the request to be sent to.

image1375

Click on “Create” to submit your request to the library for processing.

Your submitted request will be listed with a status of ‘New request’. Once processed the status will be updated to ‘Requested’.

Click on ‘View’ to make changes or cancel your request.

You cannot edit the form details but you can add a note to request a modification and then click on ‘Submit modifications’ at the bottom of the screen. Your modification will be sent to the library for processing.

For new requests you will also have the option to ‘Request cancellation’. Your request will be updated with the status ‘Cancellation requested’ and can then be removed by library staff.

Purchase suggestions

If your library has the sugerencia preference set to “Allow” then patrons will have the option to make purchase suggestions in several areas in the OPAC.

If you are allowing everyone to see the purchase suggestions made by others with the OPACViewOthersSuggestions preference, then there will be a link at the top of your OPAC under the search box.

image1033

Habrá un enlace cuando el usuario no encuentra nada en su búsqueda.

image1034

And there will be a link on the patron’s Your purchase suggestions tab.

image1035

Al hacer clic en cualquiera de estos enlaces se abrirá el formulario de sugerencias de compra.

image1036

  • From the form only the “Title” is required by the library.
  • The item type list can be edited by editing the SUGGEST_FORMAT authorized value.
  • If you would like the “Reason for suggestion” menu shown in the screenshot above to appear on your suggestions list you need to add an authorized value category titled “OPAC_SUG” and include reasons as values in that list.
  • If you would like the patron to be able to choose which branch they are making a suggestion for you need to set the AllowPurchaseSuggestionBranchChoice preference to “Allow”

Once the form is submitted the data will be saved to the Acquisitions module for the librarians to manage.