讀者

匯入或新增讀者前,應先設定您的 讀者類型

新增讀者

進入 『讀者』 模組新增讀者。

  • 到那: 讀者

到了那裡後,就能新增讀者。

  • 按 『新增讀者』

    image407

  • 藉由 BorrowerUnwantedField 系統設定,可以控制顯示在讀者新增表單的欄位。

  • 鍵入辨識讀者的資訊

    image408

    • 必備欄位的設定在 :ref:`BorrowerMandatoryField`系統偏好

    • 敬稱規定在 :ref:`BorrowersTitles`系統偏好設定

    • 說明

      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.

      範例:

      Firstname: Nicole C.
      Surname: Engard
      Initials: NCE
      

      然後可在收條列印 <<borrowers.initials>> 而不是全名 (NCE)。

      或您可以這麼做:

      Firstname: Nicole
      Surname: Engard
      Initials: E
      

      然後可在收條列印 <<borrowers.initials>>, <<borrowers.firstname>> 而不是全名 (E, Nicole)。

  • 接著鍵入連絡資訊

    image409

    • 對連絡資訊而言,主要電話與電子郵件都出現在流通的印本通知與收條(包括轉移收條與預約收條)。主要電子郵件也是接收逾期通知與其他通知的管道。

  • 兒童讀者必須附屬於成人讀者

    image410

    • Click 『Set to patron』 to search your system for an existing patron

    • 若保證人不在系統內,您可在欄位內鍵入姓與名

    • borrowerRelationship 系統偏好設定其關係

  • 專業讀者必須附屬於機構讀者

    image411

    • Click 『Set to patron』 to search your system for an existing patron

  • 每個讀者都有其他連絡資訊

    image412

    • 其他連絡資訊可能是父母或保證人。在大學裡可儲存父母的地址。

  • 圖書館管理區塊包括圖書館內部用的值

    image413

    • 若已設定 autoMemberNum 偏好,就依規定自動計算讀者證號碼欄位的值

      • 說明

        新安裝的系統裡這個偏好從 1 開始每次增加 1。若希望從其他數字開始以符合您的條碼號,可手動加入第一個讀者的條碼並儲存它。接著就繼續增加 1。

    • 當初選錯讀者類型,可以在這裡修訂

    • 排序1與2用於圖書館的統計

    • 『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

    image414

    • 自動填入今天為發證日

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

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

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

      image415

    • 登入 OPAC /館員介面時,都會詢問讀者 (或館員) 的使用者名稱與密碼。

      • 擁有 必要權限 的館員才能從館員介面看到此記錄。

  • 若已設定 其他讀者屬性,接著會出現

    image416

  • 最後,若把 EnhancedMessagingPreferences 設為 『允許』 ,就能選擇給此讀者訊息偏好。

    image417

    • 這些通知是:

      • 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

    • 按 『祗有摘要?』 盒後讀者就祗接收摘要式通知。把所有此類型 (3 天內到期的資訊置於一個電子郵件) 的訊息納入一個電子郵件寄出。

    • 重要

      此偏好取代在 讀者類型 的設定

    • 重要

      讀者可以從 OPAC 改變此設定

  • 做好後,勾選 『儲存』

若系統懷疑該讀者已重複,則提示。

image418

說明

姓與名相同且無生日,或姓、名與生日均相同,則視為重複讀者。姓與名相同,但一個有生日,另個未登錄生日,則不視為重複讀者。

已在讀者類型設定年齡的下限或上限,且要求填入生日,若年齡在此範圍外,Koha 將警示:

image419

Quick add a patron

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

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

To quick add a patron, go to the Patrons module

  • 到那: 讀者

Click on the 『Quick add new patron』 button.

You will be asked to choose a patron category.

Then, you will be presented with a shortened form.

image1346

Once the form is filled out, click on 『Save』.

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

Add a staff patron

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

重要

記得給予館員安全的名稱與密碼,登入館員介面所需。

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.

image420

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

image421

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

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

Duplicate a patron

讀者的家族成員新辦讀者證時不需重新鍵入連絡資訊。Koha 允許您複製讀者資料再修改 (需要的) 的。

  • 開啟讀者做為使用的基礎(做為複製之用)

  • 勾選紀錄上方的 『重複』 鈕

    image422

  • 除了名、讀者號、姓與密碼外,其他欄位都是重複的。填入資料再按 『儲存』

    image423

    • 說明

      點入已有資料的欄位,將清除其中的資訊(鍵入資料會容易些)

  • 進入新讀者

    image424

Add patron images

加入照片有助於辨識讀者。必須先設定 patronimages 偏好為 『允許』,才能使用此功能。

若偏好設為 『允許』,就能在讀者姓名之下看到其照片。

image425

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

image426

重要

每張照片的大小不能超過 100K,建議解析度不超過 200x300 圖素。

Editing patrons

以任何一個編輯鈕就能編輯讀者。

  • 按下讀者紀錄上方的 『編輯』 鈕,就能編輯整個讀者紀錄。

    image427

  • 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.

    image428

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

    • 若您點選標示為 「勾選將產生隨機建議。密碼以純文字顯示。」 此表單就能自動產生隨機密碼

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

    image429

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

    image430

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

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

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

    image431

    • 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

      image432

    • 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

      image433

    • 藉由人工設定,可以停權特定讀者

      image434

    • 若您鍵入與限制有關的日期與說明,同時可看到限制的訊息

      image435

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

    image436

    • 以彈出視窗詢問此兒童讀者應昇級為何種成人讀者類型

      image437

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.

image1393

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.

image1392

Managing patron self edits

設定 OPACPatronDetails 偏好,允許讀者經由 OPAC 編輯其帳戶,還需從館員介面批准此等改變。讀者編輯其帳戶後,會出現在館員介面的模組清單下 (與其他待處理的館藏在一起),等待館員批准。

image438

說明

超級圖書館員可看到所有分館的編修,其他館員祗能看到所屬圖書館讀者的編修。

勾選 『讀者要求修改』 連結後,進入要求修改的讀者清單。

image439

從這裡,您可以 『批准』 並採用此改變於讀者記錄;』刪除』 並移除這些改變;或 『忽略』 並維持此改變待來日再決定。

可按右方的 『讀者詳情』 鈕。就可在新分頁看到該讀者的完整內容。

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.

image1326

說明

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.

image1327

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

image1328

Patron permissions

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

重要

館員必須有 (至少) 『catalogue』 權限,才能進入館員介面。

Setting patron permissions

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

    image440

  • 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.

    image441

  • 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)

    說明

    選了它之後就不需再勾選其他權限

  • Check out and check in items (circulate)

    • Remaining circulation permissions (circulate_remaining_permissions)

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

    • Force checkout if a limitation exists (force_checkout)

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

        • 年齡限制

        • 此館藏已被其他讀者借出

        • 此館藏不外借

        • 持有逾期館藏的讀者

        • 此館藏已遺失

        • 此館藏是熱門館藏

        • 此館館已被預約

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

      • The permission to manage the checkout notes written by users

        through the OPAC

    • Manage restrictions for accounts (manage_restrictions)

      • 授權館員移除讀者記錄裡的限制

    • Execute overdue items report (overdues_report)

      • 執行流通下逾期報表的權限

    • Override blocked renewals (override_renewals)

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

      • 館員需同時具有流通_其他_權限

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

    重要

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

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

    • Manage account debit and credit types (manage_accounts)

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

      • This gives access to the additional fields section

      • 重要

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

    • Manage audio alerts (manage_audio_alerts)

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

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

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

    • Manage circulation rules (manage_circ_rules)

    • Manage circulation rules form any library (manage_circ_rules_from_ any_libraries)

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

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

    • Manage cities and towns (manage_cities)

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

    • Manage classification sources and filing rules (manage_classifications)

    • Manage column configuration (manage_column_config)

    • Manage Did you mean? configuration (manage_didyoumean)

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

    • Manage item circulation alerts (manage_item_circ_alerts)

    • Manage item search fields (manage_item_search_fields)

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

    • Manage item types (manage_itemtypes)

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

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

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

    • Manage libraries and library groups (manage_libraries)

    • Manage Mana KB content sharing (manage_mana)

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

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

    • Manage record matching rules (manage_matching_rules)

    • Manage OAI sets (manage_oai_sets)

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

    • Manage extened patron attributes (manage_patron_attributes)

    • Manage patron categories (manage_patron_categories)

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

    • Manage search engine configuration (manage_search_engine_config)

      • The ability to access the Search engine configuraton in the administration module. Note: This area will only be visible when the 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)

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

    • Manage usage statistics settings (manage_usage_stats)

    • Remaining system parameters permissions (parameters_remaining_permissions)

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

  • Add, modify and view patron information (borrowers)

    • Add, modify and view patron information (edit_borrowers)

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

    • View patron infos from any libraries (view_borrower_infos_from_any_libraries)

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

  • Set user permissions (permissions)

    • The ability to set permissions for other staff members

  • Place and modify holds for patrons (reserveforothers)

    • Modify holds priority (modify_holds_priority)

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

    • Place holds for patrons (place_holds)

      • Allows staff members to place holds in the staff interface

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

    • Use the advanced cataloging editor (advanced_editor)

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

      • 說明

        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)

      • 在編目的 『編輯』 選單下使用 『刪除所有館藏』 選項的能力

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

      • 經由 編目 頁面近用所有編目功能的權限

    • Edit items (edit_items)

    • Limit item modification to subfields defined in the SubfieldsToAllowForRestrictedEditing system preference (edit_items_restricted)

      • If checked, the staff member will only be able to modify some item subfields

      • 說明

        Please note that the 『Edit items』 permission is still required

    • Fast cataloging (fast_cataloging)

  • Manage patrons fines and fees (updatecharges)

    • Payout credits to patrons (payout)

      • Grants the ability to reimburse credits to patrons

    • Remaining permissions for managing fines and fees (remaining_permissions)

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

    • Write off fines and fees (writeoff)

      • Grants the ability to write off patron fees

  • Acquisition and/or suggestion management (acquisition)

    說明

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

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

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

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

    • Manage funds (budget_manage)

      • Grants the ability to acces the fund administration page

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

    • Manage all funds (budget_manage_all)

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

      • Note that the budget_manage permission is required

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

      • Grants the ability to edit fund information and amounts

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

    • Manage contracts (contracts_manage)

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

    • Manage currencies and exchange rates (currencies_manage)

    • Manage EDIFACT transmissions (edi_manage)

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

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

    • Manage basket groups (group_manage)

    • Manage baskets and order lines (order_manage)

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

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

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

      • Note that the order_manage permission is required

    • Receive orders and manage shipments (order_receive)

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

    • Manage budgets (period_manage)

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

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

    • Manage budget plannings (planning_manage)

      • Grants the ability to view budget planning

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

    • Manage purchase suggestions (suggestions_manage)

    • Manage vendors (vendors_manage)

  • Use all tools (tools)

  • Edit authorities (editauthorities)

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

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

  • Manage serial subscriptions (serials)

    • Check the expiration of a serial (check_expiration)

    • Gives ability to check the expiration date of serials

    • Claim missing serials (claim_serials)

    • Create a new subscription (create_subscription)

    • Delete an existing subscription (delete_subscription)

      • Gives the ability to delete serial subscriptions

    • Edit an existing subscription (edit_subscription)

    • Serials receiving (receive_serials)

    • Renew a subscription (renew_subscription)

    • Routing (routing)

    • Manage subscriptions from any branch (superserials)

  • Allow access to the reports module (reports)

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

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

    • Create SQL reports (create_reports)

    • Delete SQL reports (delete_reports)

      • The ability to delete saved SQL reports

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

    • Execute SQL reports (execute_reports)

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

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

    • This permission requires the borrowers permission above

  • Course reserves (coursereserves)

  • Koha plugins (plugins)

    • Note that the 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)

      • 安裝或移除外掛的能力

      • 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)

      • 使用外掛報表的能力

    • Use tool plugins (tool)

      • 使用外掛工具的能力

  • Lists (lists)

    重要

    館員都已有權限新增與修改其虛擬書架,此處的權限係可以修改它人建立的虛擬書架。

    • Delete public lists (delete_public_lists)

      • The ability to delete public lists created by someone else

  • Patron clubs (clubs)

    • Create and edit clubs (edit_clubs)

    • Create and edit club templates (edit_templates)

    • Enroll patrons in clubs (enroll)

      • Enroll patrons from the patron file

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

  • Create and modify interlibrary loan requests (ill)

  • Self check modules (self_check)

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

      ** Note**

      This permission prevents the patron from using any other OPAC functionality

  • Perform self checkout at the OPAC (self_checkout_module)

    說明

    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)

    • Access the point of sale page and take payments (takepayment)

      • Grants access to the point of sale module

Patron information

進入讀者紀錄後,在左手邊有多個分頁可檢視不同的資訊。

  • 到那: 讀者 > 瀏覽或搜尋讀者 > 點選讀者姓名

Check out

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

點選館員介面右上角的姓名並選擇 『我的借出』 就能近用其借出畫面

image1178

詳情

說明

點選館員介面右上角的姓名並選擇 『我的帳戶』 就能近用其帳戶詳情

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

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In the case of patrons who are marked as 『Child』 or 『Professional』 and their guarantors additional information will appear on their record.

  • A child patron will list their guarantor

    image443

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

    image444

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

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Circulation summary

在詳情頁面的讀者資訊下,是借出、逾期與預約館藏的分頁。

Checkouts

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

image445

Relatives』 checkouts

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

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Fines & charges

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

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

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Holds

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

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說明

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.

說明

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

說明

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

Article requests

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

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

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Restrictions

所有的讀者都有限制分頁。未被限制的讀者在此分頁可見到該訊息。

image447

被限制的讀者將在此顯示其讀者號及限制的事項。

There are four kinds of restrictions:
  • Manual

  • Overdues

  • Suspension

  • Discharge

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

image449

image448

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

This restriction will not be removed automatically when the overdue items are returned unless the 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.

image1363

Restrictions may also prevent renewing items if the RestrictionBlockRenewing system preference is set to 『block』.

On the OPAC, patrons will get a message saying their account is frozen. They will not be able to place holds from the OPAC.

If you have patrons that have more than one restriction, you can choose to cumulate their restriction periods or not through the CumulativeRestrictionPeriods system preference.

說明

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

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

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

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

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

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

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

Clubs

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

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罰款

讀者帳號的完整紀錄將顯示在罰款分頁。罰款分頁不祗顯示姓名與罰款資料,還顯示會費、租金、預約費與其他向讀者收取的費用。

image450

The Accounts tab will show you the following columns:

  • 日期:收取/支付的日期

    • 罰款顯示的是最後一天累積的罰款

  • 說明:包括逾期罰款的逾期日以及連結至該館藏記錄

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

  • 說明:與此收取/支付有關的說明

    • 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

  • 金額:支付或收取的總額

  • 待結清:仍未結清的金額

  • Actions column:

    • 連結列印該館藏的收條

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

    • A link to void (delete) the payment

點選表單上方的 『篩選已付交易』 隱藏所有已完成的交易且可從搜尋盒找尋特定的支付或交易。

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

  • 經由編目模組標記館藏為 『遺失』 將自動向讀者收取重置費用

Pay/Void fines

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

image451

  • 每筆館藏可以全付、部份支付或豁免。

  • 支付全額罰款

    • 先鍵必支付的說明再移動至

    • 勾選罰款旁的 「支付」,以便全額支付

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

    • 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

      image452

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

    • 勾選」確認」

    • 罰款將從待付罰款移除,並顯示為全額支付。

  • 支付部份罰款

    • 勾選罰款旁的 「支付」,以便支付部份費用

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

      image453

    • 勾選」確認」

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

  • 支付全部罰款

    • Click the 「Pay amount」 button

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

      image454

    • 勾選」確認」

    • 罰款總額依照支付的金額更新。

  • Pay selected fines

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

      image455

    • 鍵入金額用於支付罰款。

      image456

    • 勾選」確認」

    • 罰款總額依照支付的金額更新,優先處理最舊的罰款。

  • 豁免一筆罰款

    • 勾選罰款旁的 「豁免」 以便豁免罰款。

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

    • 罰款將從待付罰款移除,並顯示為豁免。

  • Writeoff selected fines

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

    • Click 「Confirm」.

    • 罰款將從待付罰款移除,並顯示為豁免。

  • Writeoff all fines

    • Click the 「Writeoff all」 button

    • 所有的罰款將從待付區移除,並顯示已免除。

  • If you accidentally mark and item as paid, you can reverse that line item by clicking 『Void』 to the right of the line

    image457

    • Once clicked a new line item will be added to the account showing the payment as ‘Voided’. The payment line is added back to the Pay fines tab as an outstanding charge.

      image458

      說明

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

Creating manual invoices

館員可以新增人工收據,收取未自動計算的費用

image459

  • 先選定待新增的發票類型

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

  • 若館藏需要借出費用,您可鍵入其條碼,顯示該館藏的連結

  • 說明欄位欄位是鍵入收費說明的地方

  • 在金額欄位不要鍵入幣別符號,祗能鍵入數字與小數點

Creating manual credits

人工額度可以支付部份或豁免罰款。

image460

  • 首先,選擇額度類型

  • 若此額度與館藏有關,您可鍵入館藏的條碼,連結至該館藏

  • 說明欄位欄位是鍵入額度說明的地方

  • 在金額欄位不要鍵入幣別符號,祗能鍵入數字與小數點

Printing invoices

帳號右方有個列印連結。按下該連結印出包括日期與說明的館藏收據以及待付款。

image461

Routing lists

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

image462

在此分頁可看到並編輯此讀者所屬的傳閱清單。

image463

Circulation history

若設定 intranetreadinghistory 偏好為顯示,流通紀錄分頁就會顯示。若設定 OPACPrivacy 系統偏好為 『允許』,則讀者可以決定讓圖書館不保留此紀錄,此分頁就祗顯示借出尚未還入的館藏。

image464

在頁面右上角的其他選單裡,可找到選項,匯出今天還入的條碼清單。

image465

產生每列一個條碼的文字檔。

Modification log

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

image466

  • 館員欄位顯示改變內容的館員讀者號

  • 此模組清單列出讀者模組的 『MEMBERS』

  • 此作業將告知將儲存的記錄

  • Object 欄列列出修改過的 borrowernumber (如上例,我修改自己的記錄)

通知

設定 讀者訊息偏好新增編輯 讀者。此分頁將顯示已送出及待送出的訊息:

image467

勾選題名訊息,將展開內容,顯示完整的訊息,以供送出。

image468

If the message has a status of sent or failed you will have the option to 『resend』 the message to the patron by clicking the 『resend』 button found under the status.

image469

統計

依照 StatisticsFields 系統偏好的設定值,您可以看見流通讀者的統計資料。

image470

檔案

若設定 EnableBorrowerFiles 偏好為 『啟用』,則在讀者資訊頁面出現檔案分頁。

image471

從此上傳附加於讀者紀錄的檔案。

image472

已上傳所有的檔案,將顯示在表單裡,並可從該表單繼續上傳其他檔案。

image473

Purchase suggestions

讀者提出採訪建議後,在讀者記錄裡將出現採訪建議分頁。

image1247

在此可看到所有的採訪建議及其現況,您也可以讀者身份點選上方的 『新增採訪建議』。

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

讀者離館除籍

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』.

說明

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

說明

學術圖書館多半要求讀者先結清借出才能畢業。

讀者可以 從 OPAC 退出圖書館。在館員介面顯示待退出讀者的待付費用

image1248

按待審核鈕,開啟畫面可以允許該等退館

image1249

按下讀者紀錄左方的 『退館除籍』 分頁,就能產生離館除籍表單

image1250

可以離館除籍的讀者將顯示 『實現離館除籍』 鈕

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不可以時將看到說明不能讓讀者離館除籍的原因。

image475

產生信件後需要下載該 PDF 檔案

image476

說明

使用 NoticeCSS 偏好格式化 PDF。

此讀者帳號將被停權

image1251

退館記錄將加入 『退館』 分頁

image1252

Housebound patrons

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

重要

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

Chooser

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

image1349

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

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

Deliverer

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

image1351

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

Housebound borrowers

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

image1347

From there, you can edit their housebound profile information.

image1348

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

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

    說明

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

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

    For example: books, dvds, magazines, etc.

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

    For example: romance, cookbooks, thrillers, etc.

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

    For example: Danielle Steel, James Patterson, etc.

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

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

Click the 『Save changes』 button to save the housebound profile.

Coordinating deliveries

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

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

image1352

Click on 『Add a new delivery』.

image1353

Fill out the information :

  • Date: Enter the date of the delivery.

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

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

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

image1354

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