OPAC

Resultados de pesquisa

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.

Library catalog search box at the top of the page in the OPAC; the links under the search bar are Advanced search, Authority search, Tag cloud, and Libraries. Also visible is the Koha logo at the top left, the cart and lists menus, the language switch, and the login and search history links

If Elasticsearch is used and the OpacBrowseSearch system preference is enabled, you will also see the Browse search option.

Nota

For more on searching check the Searching chapter in this manual.

Results overview

Lista de resultados no OPAC; os filtros estão à esquerda. No topo da página, lê-se 'A sua pesquisa retornou 7 resultados', seguido de um ícone RSS. No topo da lista de resultados, existem os botões: Destacar, Selecionar tudo, Limpar tudo, Selecionar título para Adicionar ao carrinho ou à lista, Reservar e Adicionar etiqueta

After performing a search, the number of results found for the search will appear above the results.

By default, the search results are sorted based on the OPACdefaultSortField and OPACdefaultSortOrder system preference values. To change the sort order of these results, you can choose another sorting method from the drop-down menu on the right.

The sorting drop-down menu offers various options to sort the search results, such as relevance, popularity, author, call number, publication or copyright date, acquisition date, and title

Under each title in the results list, there will be a series of values from the record’s leader (field 000).

A single search result in the OPAC, visible is a checkbox on the left, some bibliographic information, the title being a link, availability of items, star ratings, place hold option, place recall option, save to lists option and add to cart option

Nota

These values have nothing to do with the item types or collection codes you have applied to your records or items. This data is all pulled from the record’s control fields.

This can be turned on or off with the DisplayOPACiconsXSLT system preference.

Below each title, there will be the availability for the items attached to the record.

Nota

Even if you filtered on one library location, all locations that hold the item will appear on the search results.

Aviso

An item’s hold status does not affect whether or not the item is ‘available’ until the item is in ‘waiting’ status. Items with on-shelf holds will show as available until a staff member has pulled them from the shelf and checked the item in make it show ‘waiting’.

If any enhanced content system preferences are turned on, there may be cover images next to the search results.

If Did you mean? options are set, there will be a yellow bar across the top of your results will other related searches.

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

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Filters (facets)

To filter your results click on the links below the ‘Refine your search’ menu on the left of your screen.

Lista de resultados no OPAC; os filtros estão à esquerda. No topo da página, lê-se 'A sua pesquisa retornou 7 resultados', seguido de um ícone RSS. No topo da lista de resultados, existem os botões: Destacar, Selecionar tudo, Limpar tudo, Selecionar título para Adicionar ao carrinho ou à lista, Reservar e Adicionar etiqueta

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.

Close-up view of the facets, in the author facets, "Shakespeare, William" is not longer a clickable link and has a [x] next to it

See the section on search results facets for more details on facets.

You can add custom content below the facets with the OPACResultsSidebar display location in the HTML customizations tool.

Search RSS feeds

You will be able to subscribe to your search results as an RSS feed by clicking the RSS icon in your address bar or next to the number of results.

Lista de resultados no OPAC; os filtros estão à esquerda. No topo da página, lê-se 'A sua pesquisa retornou 7 resultados', seguido de um ícone RSS. No topo da lista de resultados, existem os botões: Destacar, Selecionar tudo, Limpar tudo, Selecionar título para Adicionar ao carrinho ou à lista, Reservar e Adicionar etiqueta

Subscribing to search results as RSS feeds will allow you to see when a new item is added to the catalog in your area of interest.

Registo bibliográfico

When you click on a title from the search results, you’re brought to the bibliographic detail of the record. This page is broken down in several different areas.

At the top of your screen will be the title and the GMD:

image946

Below the title the authors will be listed. These come from your 1xx and 7xx fields. Clicking the author will run a search for other titles with that author.

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If you have an authority file you will see a magnifying glass to the right of author (and other) authorities. Clicking that magnifying glass will take you directly to the authority record.

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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

Next you’ll see the description of the record you’re viewing:

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Following that information you’ll find the subject headings which can be clicked to search for other titles on similar topics

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

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If the title you’re viewing is in a public list then you’ll see a list of those to the right of the ‘List(s) this item appears in’ label and if it has tags they will appear below the ‘Tags from this library’ label

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In the tabs below the details you will find your holdings data

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Nota

  • You can customize the columns of this table in the Table settings section of the Administration module (table id: holdingst).

Any notes (5xx fields) that have been cataloged will appear under ‘Title notes’

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If the bibliographic record is linked to a subscription in the Serials module, there will be a ‘Subscriptions’ tab with the subscription and issues information.

Subscription tab in a detailed record in the OPAC

Nota

You can customize the columns of this table in the Table settings section of the Administration module (table id: subscriptionst).

Nota

If you chose a notice in the ‘Patron notification’ field when adding the subscription, there will be a button patrons can click to be notified by email when a new issue is received.

If you’re allowing comments they will appear in the next tab

image957

If the OPACAuthorIdentifiers system preference is turned on, and that your author authority records have standard identifiers, there will be an ‘Author identifiers’ tab showing the identifiers with links to the author record on the source website.

The detailed view of a bibliographic record, the selected tab at the bottom is Author identifiers, both authors are listed with their Scopus ID

And finally if you have enabled FRBR and you have other editions of the title in your collection you will see the ‘Editions’ tab.

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To the right of the details you’ll find a series of boxes. The first box is a list of buttons to help navigate the search results. From there you can see the next or previous result from your search or return to the results.

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

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Below the search buttons you’ll find the links to place a hold, print the record, save the record to your lists, add it to your cart or send to a device (using a QR code).

Another option that will appear on this right hand side bar, if a library is allowing purchase suggestions (see the suggestion system preference), is the ability to ‘Suggest for Purchase’. Clicking this link will bring the user to the purchase suggestion form to fill out.

List of options: Place hold, Place recall, Print, Request article, Save to your lists, Add to your cart, Suggest for purchase, Report a concern, Unhighlight, Send to device, Save record, More searches

Clicking ‘More searches’ will show the list of libraries you entered in your OPACSearchForTitleIn preference

The detailed view of a bibliographic record, in the options on the left, the 'More searches' option is open and options to search for this title in various external catalogs are displayed

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.

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If at any time you want to change the view from the ‘Normal’ view to see the Marc or the ISBD you can click the tabs across the top of the record

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Relatar ocorrências sobre registros bibliográficos

If the OpacCatalogConcerns system preference is enabled, patrons will be able to report concerns regarding specific bibliographic records.

This is similar to the problem report feature but is linked to a specific bibliographic record, and there is the possibility to have a resolution.

Para relatar uma nova ocorrência,

  • In the bibliographic record’s detail page, click the ‘Report a concern’ link in the options at the right side.

    List of options: Place hold, Place recall, Print, Request article, Save to your lists, Add to your cart, Suggest for purchase, Report a concern, Unhighlight, Send to device, Save record, More searches

    Nota

    Patrons must be logged in to report a concern. If they are not logged in, the system will ask them for their login information.

  • Preencha o formulário de ocorrência.

    The report a concern form

    • Title: informe um título descrevendo o problema de forma sucinta.

    • Please describe your concern: informe detalhes sobre o problema, sendo o mais descritivo possível, para que o funcionário que receber a ocorrência consiga reproduzir e ver o problema.

      Um exemplo do que é esperado na descrição é fornecido no campo:

      **Describe the concern**
      
      A clear and concise description of what the concern is.
      
      **To Reproduce**
      
      Steps to reproduce the behavior:
      1. Go to '...'
      2. Click on '....'
      3. Scroll down to '....'
      4. See error
      
      **Expected behavior**
      
      A clear and concise description of what you expected to happen.
      

      Nota

      Este texto é personalizável na ferramenta de personalizações HTML, alterando a entrada ‘CatalogConcernTemplate’.

      O texto na parte inferior do formulário (“Please describe your concern clearly…”) também é personalizável na ferramenta de personalizações HTML, alterando a entrada ‘CatalogConcernHelp’.

  • Clique em ‘Enviar’.

Isso enviará um e-mail à equipe de catalogação para notificá-la de que uma nova ocorrência foi criada. O e-mail será enviado ao endereço definido na preferência do sistema CatalogerEmails. O e-mail enviado é o aviso TICKET_NOTIFY, que pode ser personalizado na ferramenta de avisos e recibos.

Um e-mail também será enviado ao autor da ocorrência para notificá-lo de que ela foi recebida. O e-mail enviado é o aviso TICKET_ACKNOWLEDGE, que pode ser personalizado na ferramenta de avisos e recibos.

As ocorrências relatadas sobre este registro ficam visíveis na aba ‘Concerns’.

The Concerns tab of a bibliographic record in the staff interface, it contains a table with the concerns reported for this record

All concern tickets will be visible in the catalog concerns report.

Relatórios de ocorrência recém-abertos também aparecerão na seção de notificações na parte inferior da página principal da interface administrativa.

Aviso na página inicial da interface administrativa para visualizar solicitações de artigo pendentes, sugestões de compra pendentes, usuários solicitando modificações, ocorrências de catálogo pendentes, notas de empréstimo pendentes e relatórios de problemas do OPAC pendentes

Listas e o carrinho

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 and cart chapter of this manual, which deal with these features in the staff interface.

Listas

Patrons can manage their own private lists and find all public lists by visiting the ‘Lists’ section of their account.

List of private lists in a patron's account on the OPAC

Patrons can sort their lists by modification date or list name using the “Sort” button.

Versão

This sorting feature was first introduced in version 25.11 of Koha.

The ‘Modification date’ column shows when the list was last modified and is helpful for quickly finding out how up to date the list is.

Creating lists

To create a list the patron simply needs to click the ‘New list’ link and populate the form that appears.

Create a new list form

  • List name: the patron must enter a list name, it is the only required field

  • Sort this list by: the patron can choose how they want the list sorted (by title, author, publication year, call number or date added to the list).

  • Category: the patron can choose to keep this list private or make it public. A public list will be visible to all OPAC users.

    Nota

    This field will only appear if the OpacAllowPublicListCreation system preference is set to ‘Allow’. Otherwise all lists created by patrons will be private.

  • Allow changes to content from: the patron can choose who will be able to add or remove titles from the list.

    • Nobody: nobody, including the patron themselves will be able to add or remove titles.

    • Owner only: only the patron who created the list will be able to add or remove titles. If the list is public or shared, the OPAC users or sharers will not be able to change the list contents.

    • Anyone seeing this list: everyone who has access to the list will be able to add or remove titles. If the list is public, this means everyone. If the list is private, only the owner will have the ability to change the contents. And if the list is shared, the owner and sharers will have this ability.

    • Staff only: this option will only appear to staff members, to make the list editable by all staff members.

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

In search results in the OPAC, With selected results dropdown menu is open and the mouse cursor is on the New list option

Adding titles to lists

Titles can be added to lists from the search results or from the bibliographic record.

In the search results, the option to add items to the list appear below each result (‘Save to lists’ button)

A single search result in the OPAC, visible is a checkbox on the left, some bibliographic information, the title being a link, availability of items, star ratings, place hold option, place recall option, save to lists option and add to cart option

and across the top of the results page, next to ‘Select titles to: Add to…’

Lista de resultados no OPAC; os filtros estão à esquerda. No topo da página, lê-se 'A sua pesquisa retornou 7 resultados', seguido de um ícone RSS. No topo da lista de resultados, existem os botões: Destacar, Selecionar tudo, Limpar tudo, Selecionar título para Adicionar ao carrinho ou à lista, Reservar e Adicionar etiqueta

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.

From the bibliographic record, the option to save the title to a list is in the menu on the right.

Bibliographic record details page in the OPAC

Titles can also be added to a list from the cart.

Viewing lists contents

To view the contents of a list, click on the list name under the ‘Lists’ button.

Main page of the OPAC, the mouse cursor is on the Lists button at the top and the list of lists is open

The contents of the list will look similar to your search results pages except that there will be different menu options across the top of the list.

Contents of a list

To the right of the list title there is an RSS icon that will allow you to subscribe to updates to the list.

Nota

The RSS icon only appears on public lists.

Using the menu options above the list you can place multiple items on hold, download the list contents, email the list or print the list out.

  • 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

    'Sending your list' form

    Nota

    The message sent when emailing the list is LIST, which can be customized in the Notices and slips tool.

    Nota

    The ‘Send list’ option will only appear if the OPACDisableSendList system preference is set to ‘Allow.’

  • To print the contents of your list out click the ‘Print list’ link

Removing titles from lists

To remove a title from a list,

  • View the content of a list.

    Contents of a list

  • Click ‘Remove from this list’ under the title to remove.

  • Click ‘Yes, delete from list’ to confirm the removal of the title from the list.

    Confirmation alert reading Are you sure you want to remove this item from the list? Followed by the title. Options are Yes, delete from list or No, do not delete from list.

Managing lists

Once the list is saved, patrons can begin adding items to it. From the ‘Lists’ tab in their account, the patron can edit and delete the lists they have created by clicking the appropriate button to the right of the list name.

List of private lists in a patron's account on the OPAC

To edit the list’s title or sorting patrons click the ‘Edit’ button to the right of the list description.

Edit list form

When clicking ‘Delete’ next to a list you will be asked to confirm that you want to delete the list.

Confirmation message when deleting a list: Are you sure you want to delete this list? Followed by the name of the list and the number of items in the list. The options are Yes, delete and No, do not delete.

If the OpacAllowSharingPrivateLists system preference is set to ‘Allow’, patrons will see the ‘Share’ button on the list of lists and the ‘Share list’ button at the top of each individual list. Clicking this will ask you to enter the email address of a patron.

Share a list with another patron form

Once the email address is entered Koha will present you with a confirmation message

Share confirmation message: An invitation to share list Shakespeare will be sent shortly to email address of the other patron. You will receive an email notification if someone accepts your share before it expires.

and will send a message to that patron.

Once the other patron accepts the shared list, the sharing patron will receive a confirmation.

Nota

The message sent to share the list is SHARE_INVITE and the message sent to the sharing patron to confirm the other patron has accepted the share is SHARE_ACCEPT. Both messages are customizable in the Notices and slips tool.

The other patron will see the shared list with their own private lists (the type will be ‘Shared’ rather than ‘Private’). They will also have the option to remove the share, if they don’t want to have access to this list anymore.

The owner of the shared list will have the option to transfer the ownership of the list to one of the patrons with whom the list is shared.

If the TagsInputOnDetail system preference is enabled, patrons will have the possibility of adding tags to titles from the list view.

Carrinho

Adding titles to the cart

Titles can be added to the cart from the search results or from the bibliographic record.

In the search results, the option to add items to the cart appear below each result (‘Add to cart’ button)

A single search result in the OPAC, visible is a checkbox on the left, some bibliographic information, the title being a link, availability of items, star ratings, place hold option, place recall option, save to lists option and add to cart option

and across the top of the results page, next to ‘Select titles to: Add to…’

Lista de resultados no OPAC; os filtros estão à esquerda. No topo da página, lê-se 'A sua pesquisa retornou 7 resultados', seguido de um ícone RSS. No topo da lista de resultados, existem os botões: Destacar, Selecionar tudo, Limpar tudo, Selecionar título para Adicionar ao carrinho ou à lista, Reservar e Adicionar etiqueta

Clicking the ‘Add to cart’ button under a single result 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 at the top of the page.

At the top of the page in the OPAC, next to the cart, a pop up message says '2 item(s) added to your cart' and there is a small 2 next to the cart

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

A single search result in the OPAC, the option 'Add to cart' is replaced by 'In your cart (remove)'

From the bibliographic record, the option to add the title to the cart is in the menu on the right.

Bibliographic record details page in the OPAC

Managing the cart

Once there are titles in the cart, you can manage the contents by clicking on the ‘Cart’ button usually found at the top of the screen. Your cart will open in a new window.

Content of the cart

From this window you are presented with several options. Across the top of the cart are several buttons.

  • More details: clicking this will show additional information about the titles in the cart (ISBNs, subjects, publisher info, notes and more).

    Content of the cart, expanded. Shown is the title, author, subjects, copyright date, notes, url and item location and status of the first title in the cart.

    When clicked, the ‘More details’ button will become ‘Brief display’. Clicking this will return to the default display in table form of the title, author, copyright date and item location and status.

  • Send: the option to send the contents of the 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.

    'Sending your cart' form

    Aviso

    The cart can only be emailed by logged in users. This will prevent the cart email function from being used for spamming.

    Nota

    The message sent when emailing the cart is CART, which can be customized in the Notices and slips tool.

  • Download: you can download the contents of the cart in several predefined formats or using a CSV profile that you defined in the tools module.

    Options to download the contents of the cart: BibTeX, ISBD, MARC, RIS and custom CSV profiles

  • Empty and close: this will empty the cart and close the window.

  • Hide window: this will close the window, but the cart will not be emptied.

  • Print: this will print out the contents of the cart.

In addition to the various different ways to save the contents of the cart, there are ways to add value to the data in your cart.

Select one or more titles from the cart and choose one of the options:

Placing holds

Patrons can place holds on items via the OPAC if they’re logged in and the OPACHoldRequests system preference is set to ‘Allow’. If the item can be placed on hold, the option to place it on hold will appear in several different places.

  • If the DisplayMultiPlaceHold system preference is enabled, when viewing a list or search results page there will be 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.

    Lista de resultados no OPAC; os filtros estão à esquerda. No topo da página, lê-se 'A sua pesquisa retornou 7 resultados', seguido de um ícone RSS. No topo da lista de resultados, existem os botões: Destacar, Selecionar tudo, Limpar tudo, Selecionar título para Adicionar ao carrinho ou à lista, Reservar e Adicionar etiqueta

  • When viewing a list or search results page you’ll see the option to place the item on hold below the basic information about the title.

    A single search result in the OPAC, visible is a checkbox on the left, some bibliographic information, the title being a link, availability of items, star ratings, place hold option, place recall option, save to lists option and add to cart option

  • When viewing an individual title you’ll see the option to place a hold in the box on the right side of the screen

    List of options: Place hold, Place recall, Print, Request article, Save to your lists, Add to your cart, Suggest for purchase, Report a concern, Unhighlight, Send to device, Save record, More searches

All of the above links will show the same hold screen.

Place hold confirmation screen on the OPAC. Shows the patron's name and card number, the title and author of the item to be placed on hold, a dropdown menu to choose the pickup location, a link to show more options and a button 'Confirm hold'

  • If your library has set hold fees in its circulation and fine rules and the patron will be charged for this hold, a note appears at the top of this screen specifying the amount. E.g. ‘You will be charged a hold fee of 0.50 for placing this hold’.

  • The box to the left of the items to place on hold should be checked.

  • The title includes a link back to the detail page for the record.

  • Your priority: if the OPACShowHoldQueueDetails system preference is set to show the priority level, the priority, where in the holds queue this hold will fall, will be displayed.

  • Pickup location: if the OPACAllowUserToChooseBranch system preference is enabled, 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.

Click ‘Show more options’ to show additional settings for this hold.

Place hold confirmation screen on the OPAC. Shows the patron's name and card number, the title and author of the item to be placed on hold, a dropdown menu to choose the pickup location, a link to hide options, a date field 'Hold not needed after', an option to place the hold on the next available item or a specific item and a button 'Confirm hold'

  • Hold starts on date: if the OPACAllowHoldDateInFuture system preference is enabled, this field will be displayed and it allows the patron to have their hold start on a future date.

  • Hold not needed after: by default, holds placed in the system remain until canceled, but if the patron fills in this field, the hold will have an expiration date.

    Importante

    Expired holds are removed by the cancel_expired_holds.pl cronjob. This is not an automatic process and must be set up by the system administrator.

  • Request specific item type: if the AllowHoldItemTypeSelection system preference is set to ‘Allow’, this option will be displayed for the patron to choose to limit the hold to a specific item type.

  • Request specific item group: if the EnableItemGroupHolds system preference is set to ‘Enable’ and the record has item groups, the patron can choose to place a hold on the next available item of a group, rather than the next available item on the whole record or a specific item.

  • Hold notes: if the OpacHoldNotes system preference is enabled, patrons will be able to leave notes about their holds for the library.

  • Depending on the circulation rules regarding item-specific holds, the patron will be allowed to choose whether to place the hold on the next available item or a specific item.

    Place hold confirmation screen on the OPAC. Shows the patron's name and card number, the title and author of the item to be placed on hold, a dropdown menu to choose the pickup location, a link to hide options, a date field 'Hold not needed after', an option to place the hold on the next available item or a specific item, the specific item option is selected, and it is followed by a table of the record's items with the following columns: Copy number which contains the copy number as well as the selection box, Item type, Barcode, Home library, Last location, Collection, Call number, Notes and Information. At the botton of the page is a 'Confirm hold' button.

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

Placing interlibrary loan requests

When the ILL requests module is enabled and some patron categories ‘can place ILL in OPAC’, patrons will see a link under the search results to place interlibrary loan requests.

The message reads: "Not finding what you're looking for? Make a purchase suggestion; Make an interlibrary loan request"

If the ILLOpacUnauthenticatedRequest system preference is set to ‘Don’t allow’, patrons will be required to login before placing a request. After logging in, they will be redirected to the Interlibrary loan requests tab in their account to create the request.

If the ILLOpacUnauthenticatedRequest system preference is set to ‘Allow’, patrons can place requests without being logged in or without having an account. When clicking ‘Make an interlibrary loan request’, they may be prompted to first select a provider (if the library is using more than one backend) before accessing the ILL request form.

Nota

If there is a copyright clearance text in a ‘ILLModuleCopyrightClearance’ HTML customization display location, the text displays here and patrons need to click ‘Yes’ to accept before continuing.

The form includes fields for the patron’s personal details (first name, last name, e-mail address).

New interlibrary loan request unauthenticated form. Fields shown: first name, last name, e-mail address, destination library, request type, notes.

  • Destination library: the list is made of the libraries marked as pickup locations in the Libraries settings. This is the library that will be managing the request and be the pickup location for requested physical items.

  • Type: when a type is selected, the relevant input fields for that particular resource appear. The sets of fields for each request type are the same as those displayed when creating a request in the staff interface.

Clicking ‘Create’ will submit the request to the library for processing.

Nota

If the ILLModuleDisclaimerByType system preference is in use, the disclaimer will appear at this stage. Whichever the option chosen by the patron, the request will be created and the type disclaimer value will be stored alongside the request’s other details.

Requesting recalls

If your library accepts recalls (see setting up recalls for more information), patrons will be able to place recalls on items.

The option to request a recall appears in various places in the OPAC:

  • In the results list after a search, the ‘Place recall’ option appears at the bottom of each recallable result.

    A single search result in the OPAC, visible is a checkbox on the left, some bibliographic information, the title being a link, availability of items, star ratings, place hold option, place recall option, save to lists option and add to cart option

  • In the detailed record. the ‘Place recall’ option appears on the right side of the screen (or bottom in mobile view) in the options

    List of options: Place hold, Place recall, Print, Request article, Save to your lists, Add to your cart, Suggest for purchase, Report a concern, Unhighlight, Send to device, Save record, More searches

Either of those links will lead to the recall form.

The form to request a recall in the OPAC

  • Pick up location: the patron can choose where they’d like to pick up their recalled item.

  • Recall not needed after: if the patron not need this item after a certain date, they can enter it here. The recall will be automatically expired (with the expire_recalls.pl cronjob) after that date.

  • Recall next available item or Recall a specific item: the patron can choose to recall any item or a specific one. If they choose ‘Recall a specific item’, they will be asked to select the item in the list.

Once the patron confirms their recall request, they will have get a message saying the the patron who currently has the item will be notified.

Nota

The notice sent to the patron who currently has the item is RETURN_RECALLED_ITEM. It can be edited in the Notices and slips tool.

The request will be added to the recalls tab in their account summary, as well as in their recall history list.

Gestão de conteúdos

Comentários

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

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If the patron is logged in they will see a link to add a comment to the item. Clicking this link will open a pop up window with a box for their comments.

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Once the comment has been typed and the ‘Submit’ button clicked, the patron will see their comment as pending and other patrons will simply see that there are no comments on the item.

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Once the comment is approved the patron will see the number of comments on the ‘Comments’ tab and their comment labeled among the other comments. If the ShowReviewerPhoto system preference is set to ‘Show’, the patron’s photo pulled from the Libravatar library will be displayed next to their comment.

The 'Comment' tab in the OPAC, show Your comment, the date of the comment, the comment itself, with an 'Edit' link and the patron's avatar

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).

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

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From this page patrons can subscribe to the recent comments using RSS if they would like.

OverDrive

If the OverDrive system preferences are used, an OPAC search will also search the library’s OverDrive collection.

After conducting a search, you will see a hyperlink above the library catalogue results: ‘Found X results in the library’s OverDrive collection’.

Results of OPAC search for 'garden'. Above the list of titles, the main heading is 'Your search returned 2 results.' A smaller hyperlink underneath reads: 'Found 692 results in the library's OverDrive collection.'

When you click on this link, you will see all the corresponding OverDrive results without navigating away from the OPAC.

OPAC OverDrive search for 'garden', with the mention 'Found 692 results in the library's OverDrive collection' above a list of titles.

Clicking on a title in this list will take you to the record on the OverDrive website.

Tagging

Depending on the settings for the TagsEnabled, TagsInputOnList and TagsInputOnDetail system preferences, patrons may be able to add tags to bibliographic records from the search results and/or from the bibliographic records’ detail page.

If you are allowing patrons to add tags from the search results list (see TagsInputOnDetail), patron will see an ‘Add tag’ button below each result and a ‘Tag’ option at the top of the screen.

Lista de resultados no OPAC; os filtros estão à esquerda. No topo da página, lê-se 'A sua pesquisa retornou 7 resultados', seguido de um ícone RSS. No topo da lista de resultados, existem os botões: Destacar, Selecionar tudo, Limpar tudo, Selecionar título para Adicionar ao carrinho ou à lista, Reservar e Adicionar etiqueta

To add a tag to one item, click ‘Add tag’, type the tag or tags (separated by commas) in the ‘New tag’ box and click ‘Add’. You will be presented with a confirmation of your tags being added.

A single search result in the OPAC, under the 'Add tag' button is an input box 'New tag(s), separated by a comma' with and 'Add' button and a '(done)' link

From the results you can also tag items in bulk by clicking the checkboxes on the left and then clicking the ‘Tag’ button at the top. After clicking the button it will change into an input box for you to add tags to all of the items you have selected.

List of search results on the OPAC, several titles are selected, the 'Tag' button at the top has been replaced by an input box name 'New tag' with and 'Add' button and a '(done)' link

If the TagsInputOnDetail system preference is enabled, patrons will also have the possibility to add tags from a list and from the cart.

If the TagsInputOnDetail system preference is enabled, patrons will have the possibility of adding tags from the record detail page by clicking the ‘Add tag(s)’ link. The link will be replaced by an input box.

Bibliographic record details page in the OPAC, the 'Add tag(s)' link has been replaced by an input field name 'New tag(s), separated by a comma', inside the input field on the right is a smiling face emoji (emoji picker), followed 'Add' button and a '(done)' link

Emojis can also be included using the emoji picker when adding tags from the record detail page.

The smiling face emoji in the input box is activated and a list of emojis is open underneath

Zotero

Zotero is an open source reference manager for saving and managing a bibliography. Learn more about and download Zotero at https://www.zotero.org.

When on the search results in the Koha OPAC, if you have Zotero installed, you will see a folder icon in the address bar to the right of the URL. Clicking that folder will open up a list of titles on the page for you to pick from to add to Zotero.

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Select the titles you want to add to Zotero and then click the ‘OK’ button. This will add the title to Zotero. You can see the title by opening your Zotero library.

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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.

The output should be placed in a directory accessible to the OPAC (or staff) web interface so that users can download the RSS feed.

An example of usage can be found at: misc/cronjobs/rss/lastAcquired.conf

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

The configuration file (e.g., lastAcquired.conf) lists

  • name of the template file to use

  • path of output file

  • SQL query

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.

Cookies information

You can add information about cookies to your OPAC, with a banner and policy.

OPAC cookie banner with the text 'The online catalog uses functional cookies: these are essential to make the site work.' and two buttons: 'Accept essential cookies' and 'More information'.

From the cookie banner, users have the option to accept essential cookies or to view more information. When they click ‘More information’, the Cookies policy pops up.

The cookie banner will be displayed on all pages until the user accepts cookies.

To set up cookie information:

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.

'Log in to your account' section on the OPAC homepage, showing input fields for Card number and Password. Underneath the 'Log in' button are two hyperlinks: 'Forgot your password?' and 'Create an account'.

When the patron clicks the ‘Create an account’ link they will be brought to a registration page. The options on the registration page can be controlled by editing the PatronSelfRegistrationBorrowerMandatoryField and the PatronSelfRegistrationBorrowerUnwantedField preferences.

Form to create a new account on the OPAC

Nota

To prevent errors in birth years, you can enable the PatronSelfRegistrationAgeRestriction system preference. This adds a maximum age check to the self-registration.

Once the patron has 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. If the PatronSelfRegistrationPrefillForm system preference is set to ‘Show and prefill’, they will be presented with the prefilled login form.

Successful online registration page, it says: Registration complete! You have successfully registered your new account. To log in, use the following credentials: Username: john.smith1 Password: YcDfc5nw7qR9sn For your convenience, the login box on this page has been pre-filled with this data. Please log in.

You can add additional instructions on this page by creating an HTML customization with the display location ‘PatronSelfRegistrationAdditionalInstructions’.

To be notified when a patron registers via the OPAC, use the EmailPatronRegistrations system preference, or the PatronSelfRegistrationAlert system preference.

Patrons registered in this way will not have a card number until assigned one by the library, but will have access to all OPAC functionality immediately. For this reason it is recommended that you:

That way patrons will either have to come in to the library to verify their identity before given a card number and the ability to check items out or the library will have to come up with internal policy on generating card numbers before providing them to self-registered patrons. Once this is done the library can change the category to one that is more appropriate (be it an adult, resident, non resident, student, etc) and add a card number/barcode.

Your account

If the opacuserlogin system preference is set to ‘Allow’, patrons can log in and access their account.

Once logged in patrons are brought to their account summary.

If patrons access the home page while logged in, and OPACUserSummary is set to ‘Show’, they will see a small summary of their account instead of the login fields.

A small box with the number of checkouts, overdues, holds and pending charges has replaced the login fields

If OPACShowSavings is set to display savings in the summary box, this summary section will also contain the savings the patron made by using the library rather than purchasing the items.

A small box with the number of checkouts, overdues, holds, pending charges and savings

From any page on the OPAC, clicking on their name at the top right of the page will bring a patron back to their account.

Resetting your password

If you have the OpacResetPassword system preference set to ‘Allow’, patrons can reset their password by clicking the ‘Forgot your password?’ link found under the login box.

'Log in to your account' section on the OPAC homepage, showing input fields for Card number and Password. Underneath the 'Log in' button are two hyperlinks: 'Forgot your password?' and 'Create an account'.

Once clicked, they will be presented with a form asking for their login or their email address.

Forgotten password recovery form, showing the explanation: 'To reset your password, enter your login or your email address.' Underneath are two input fields entitled Card number and Email, and a 'Submit' button.

Aviso

Patrons must have an email address on file to reset their password. If they don’t have an email address already in their file, they will get an error message

An error message says No account was found with the provided information. Please contact the library if you need further assistance.

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

Confirmation message says You will receive an email shortly. Please click the link in this email to finish the process of resetting your password. This link is valid for 2 days starting now. Return to the main page

The content of the email can be customized with the Notices and slips tool. The code of the letter is PASSWORD_RESET.

If the NotifyPasswordChange system preference is enabled, the patron will receive a notification indicating their password was changed.

The content of that email can be customized with the Notices and slips tool. The code of the letter is PASSWORD_CHANGE.

Summary

From the ‘Summary’ tab, patrons will see all of the items they have checked out with the overdue items highlighted in red.

Visualização do resumo da conta no OPAC

OPAC messages and OPAC notes will be displayed at the top of this page. For OPAC messages, the patron will have the option to dismiss the message. This will hide the message from their OPAC account and mark it as read, but it will not delete the message.

'Messages for you' box in the patron's online account with a message reading "'Please bring a proof of address on your next visit to the library.' Written on 15/05/2023 by Centerville" and a dismiss button

You can add content to this page with the OpacMySummaryNote HTML customization location. Content added there will appear above the patron’s summary and below the welcome message.

Top of the your summary page, under the title of the page, it is written Welcome Mary Burton, Click here if you're not Mary Burton and below that is a text that says This is OpacMySummaryNote.

If OPACShowSavings is set to display savings in the ‘Summary’ page, this section will also contain the savings the patron made by using the library rather than purchasing the items.

A message at the top of the 'Your summary' page in the patron's account on the OPAC that reads "Congratulations, you have saved a total of $ 76.65 by using the library."

If OpacRenewalAllowed set to ‘Allow’, patrons will be able to renew their checkouts from the OPAC.

If the patron has pending charges exceeding the value set in OPACFineNoRenewals, a note will display explaining that renewals cannot be made.

Warning message saying Please note You cannot renew your books online. Reason: Your fines exceed 1.00.

A note will display if the patron cannot place holds due to their charges exceeding the value set in the maxoutstanding system preference.

Warning message saying Please note Your account has outstanding fees & charges of 12.50. Holds are blocked because your fine balance is over the limit.

If AllowPatronToControlAutoRenewal is set to ‘Allow patrons’, patrons will be able to choose whether or not they want their checkouts to be renewed automatically. If they choose ‘Yes’, items for which automatic renewal is enabled in the circulation rules will renew as expected. If they choose ‘No’, the automatic renewals that would have applied to this patron’s checkouts will not take place.

An option to update auto-renewal preferences

If you have HTML entered in the OPACMySummaryHTML preference then you will see that to the right of the ‘Fines’ column.

Dica

By default, the barcode is not displayed in the patron’s checkout table on the OPAC. 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.

Exemplo de adição de um tipo de atributo de leitor com o código SHOW_BCODE, a descrição é "Mostrar código de barras nos empréstimos de leitor no OPAC" e o valor autorizado é YES_NO

Then, on the patron’s record set the value for SHOW_BCODE to ‘Yes’.

Exemplo de modificação de atributos do utilizador no registo do utilizador. O cursor do rato está sobre a opção 'Sim' para "Exibir código de barras nos empréstimos do utilizador no OPAC"

This will add a column to the checkout summary in the OPAC that shows the patron the barcodes of the items they have checked out.

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).

Na página 'O seu resumo' do utilizador, com a opção AllowCheckoutNotes (permitir observações no empréstimo) ativada, existe uma coluna intitulada 'Reportar um problema' na tabela de empréstimos, com um botão 'Adicionar observação' para cada empréstimo

When the patron clicks on ‘Add note’, they will be able to write a note about this checkout.

Janela para o leitor reportar um problema com um dos seus empréstimos

Staff will be able to see and manage checkout notes from the staff interface.

If their guarantee has allowed it via their privacy, or alternatively, if the staff is allowed to change this privacy setting in the staff interface with the AllowStaffToSetCheckoutsVisibilityForGuarantor system preference and this setting is turned on, when the guarantor logs in they will see a tab labeled “Relatives’ checkouts” on their summary tab.

The Relatives' checkouts tab in a patron's summary page on the OPAC

A clicar no separador ‘Em atraso’ apenas exibirá os exemplares que estão em atraso.

The Overdues tab in a patron's summary page on the OPAC

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.’

The Charges tab in a patron's summary page on the OPAC

If their guarantee has allowed it via their privacy, or alternatively, if the staff is allowed to change this privacy setting in the staff interface with the AllowStaffToSetFinesVisibilityForGuarantor system preference and this setting is turned on, when the guarantor logs in they will see a tab labeled “Relatives’ charges” on their summary tab.

The Relatives' charges tab in a patron's summary page on the OPAC

The ‘Clubs’ tab shows all ongoing clubs which allow public enrollment. From here, patrons can enroll in clubs by clicking the ‘Enroll’ button.

A patron's 'Clubs' tab, there are several clubs in which the patron can enroll

The ‘Holds’ tab shows the patron the status of all of the items they have on hold.

The Holds tab in a patron's summary page on the OPAC

Depending on the value of the SuspendHoldsOpac system preference, patrons can suspend 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.

Suspend hold pop up modal asking until which date to suspend the hold (clear date to suspend indefinitely) and to confirm the suspension

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 the AutoResumeSuspendedHolds system preference is set to “Don’t allow”, patrons will not have the option to put an end date on the hold suspension.

From this tab, patrons can also cancel holds. Depending on the waiting hold cancellation policy, they may also be able to cancel holds that are already waiting for them.

Depending on the value of the OPACAllowUserToChangeBranch system preference, the patron may be able to change the pickup library of holds. When one or more status is selected in the system preference, a ‘Change’ link will appear under the current pickup library’s name for holds that have that status.

The Holds tab in a patron's summary page on the OPAC, OPACAllowUserToChangeBranch is enabled for pending holds, there is a Change link under the current pickup library's name

When the patron clicks on the ‘Change’ link, there is a pop-up with a selection of libraries that allow hold pickups.

Pop-up window for the patron to choose a new pickup library for their hold

If your library allows recalls, the patron can see the recalls they have requested and their various statuses in the ‘Recalls’ tab.

The Recalls tab in a patron's summary page on the OPAC

The patron can cancel a recall by clicking the ‘Cancel’ button, provided that it is not already awaiting pickup.

Patron flags

If you have flagged your patron’s account they may see one of the following error messages at the top of their account.

  • Card marked as lost

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  • Morada do leitor em dúvida

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    • Nota

      esta mensagem de erro não incluirá uma ligação para o formulário de atualização se tiver OPACPatronDetails definido como ‘Não permitir’

  • Leitor restrito

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Cartão da biblioteca

Versão

Este recurso foi introduzido na versão 24.11 do Koha.

Se a preferência de sistema OPACVirtualCard estiver definida para ‘Permitir’, os utilizadores verão um separador ‘Cartão da biblioteca’ onde o código de barras do cartão da biblioteca é apresentado.

The 'Library card' tab of the patron's OPAC account, showing a large barcode above the text 'Library: Riverside'.

Se o leitor tiver iniciado sessão na sua conta OPAC a partir de um dispositivo móvel, o seu código de barras pode ser facilmente lido pelos quiosques de auto-serviço da biblioteca e outros serviços.

Multas

Se a sua biblioteca cobra multas, o separador seguinte à esquerda é ‘Multas’. Ao abrir este separador, o utilizador poderá visualizar todo o histórico da sua situação financeira na biblioteca.

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Detalhes pessoais

Se a sua preferência OPACPatronDetails estiver definida para ‘Permitir’, os leitores verão um formulário preenchido com as suas informações de contacto ao clicar no separador ‘Dados pessoais’. Pode controlar quais os campos que os leitores visualizam e podem modificar através do OPAC definindo as preferências PatronSelfModificationBorrowerUnwantedField e PatronSelfModificationMandatoryField.

Personal details tab

Os leitores podem editar os seus dados neste formulário e clicar em ‘Submeter alterações’ para que as edições sejam encaminhadas para a biblioteca para análise antes da atualização dos seus dados.

Um pedido de modificação pendente aparecerá, então, como uma notificação nos dados pessoais dos leitores.

In Your personal details section, a message appears: "You have recently submitted updates to your personal details. A librarian will review your updates before applying them."

Versão

Esta notificação foi introduzida pela primeira vez na versão 26.05 do Koha.

A equipa visualizará todos os leitores que solicitem alterações aos seus registos listados abaixo dos módulos, no painel principal, juntamente com quaisquer outros itens que aguardem diligências da biblioteca.

Aviso na página inicial da interface administrativa para visualizar solicitações de artigo pendentes, sugestões de compra pendentes, usuários solicitando modificações, ocorrências de catálogo pendentes, notas de empréstimo pendentes e relatórios de problemas do OPAC pendentes

Se a preferência de sistema AutoApprovePatronProfileSettings estiver ativada, a equipa não necessita de aprovar as alterações.

Se a preferência OPACPatronDetails estiver definida para ‘Não permitir’, os leitores apenas verão os seus dados e uma mensagem a informar que devem contactar a biblioteca para efetuar alterações.

Consentimentos

Se tiver definido a preferência de sistema PrivacyPolicyConsent como ‘permissiva’ ou ‘obrigatória’, os leitores autenticados no OPAC terão um separador chamado ‘Consentimentos’, onde as suas declarações de consentimento são armazenadas. Por omissão, a declaração de consentimento faz referência à política de privacidade da biblioteca. Pode utilizar um URL para ligar a sua própria política de privacidade utilizando a preferência de sistema PrivacyPolicyURL.

View of the tab 'Consents' in the logged in patron's account showing a message about the privacy policy of the library. An option is given to choose to agree or to disagree with the processing of personal data as defined by the privacy policy.

Um gatilho de plugin para ‘patron_consent_type’ permite tipos adicionais de consentimento no OPAC. Consulte a página Plugin Hooks na wiki para mais informações.

Etiquetas

Se a sua biblioteca tiver a opção TagsEnabled definida para ‘Permitir’, o separador seguinte à esquerda será ‘Etiqeutas’. Este separador irá exibir aos leitores todas as etiquetas do sistema em formato de nuvem e, de seguida, todas as etiquetas que aplicaram, em formato de lista. A partir daí, os leitores podem remover as tags que adicionaram, caso assim o desejem.

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Alterar palavra-passe

De seguida, se a configuração OpacPasswordChange estiver definida para ‘Permitir’, o separador seguinte será ‘Alterar palavra-passe’; nela, os leitores poderão alterar a palavra-chave utilizada para aceder ao OPAC. Será apresentado um formulário padrão a solicitar ao leitor que introduza a palavra-passe antiga e, na sequência, a nova palavra-passe duas vezes.

image1020

If the NotifyPasswordChange system preference is enabled, the patron will receive a notification indicating their password was changed.

O conteúdo deste email pode ser personalizado com a ferramenta de avisos e recibos. O código da carta é PASSWORD_CHANGE.

Histórico de pesquisa

Se a sua preferência EnableOpacSearchHistory estiver definida para ‘Manter’, os leitores poderão aceder ao seu histórico de pesquisa através do separador ‘Histórico de pesquisa’.

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O histórico de pesquisas é um registo de todas as pesquisas realizadas pelo leitor. Clicar em qualquer uma das expressões de pesquisa fará com que a pesquisa seja executada novamente. O leitor pode eliminar o histórico de pesquisa a qualquer momento, clicando no link ‘Apagar o seu histórico de pesquisa’, localizado na parte superior deste separador, ou clicando no pequeno ‘x’ vermelho junto ao endereço ‘Histórico de pesquisa’, no canto superior direito do OPAC.

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Histórico de empréstimo

Se a preferência de sistema opacreadinghistory estiver definida para ‘Permitir’, os leitores terão acesso ao separador ‘Histórico de empréstimos’. Isto irá exibir ao leitor todo o seu histórico de empréstimos, a menos que tenha solicitado à biblioteca que não mantenha esta informação através do separador ‘Privacidade’.

View of the patron's checkout history on the OPAC

Se a preferência OPACShowSavings estiver configurada para apresentar a poupança na página ‘o seu resumo’, esta secção incluirá também a poupança que o leitor obteve ao utilizar a biblioteca em vez de comprar os exemplares.

A message at the top of the 'Checkout history' page in the patron's account on the OPAC that reads "Congratulations, you have saved a total of $ 76.65 by using the library."

Privacidade

O separador ‘Privacidade’ aparecerá se as preferências opacreadinghistory e OPACPrivacy estiverem definidas para ‘Permitir’. Este separador permitirá aos leitores decidir como a biblioteca armazena os dados do seu histórico de circulação.

image1024

O leitor pode escolher entre três opções:

  • Eternamente: mantenha meu histórico de empréstimos sem impor limites. Esta opção deve ser usada por usuários que querem manter um histórico de seus empréstimos.

  • Padrão: Mantenha meu histórico de empréstimos de acordo com as regras locais. Esta é a opção padrão : a biblioteca manterá seu histórico de empréstimos pela duração estabelecida pelas regras locais.

  • Nunca: Apague meu histórico de empréstimos imediatamente. Isso apagará todos os registros de materiais que foram emprestados.

Dependendo das sugestões do leitor, o conteúdo dos separadores ‘O seu histórico de leitura’ e ‘Histórico de circulação’ na interface dos técnicos pode sofrer alterações.

Independentemente da escolha do leitor, este pode eliminar o seu histórico de leitura em massa a qualquer momento, clicando no botão ‘Eliminação imediata’.

image1025

Clicar neste botão não eliminará os exemplares que estão atualmente emprestados, mas limpará o histórico de leitura anterior do leitor.

Importante

Para que o leitor possa eliminar o seu histórico de leitura, a preferência AnonymousPatron deve estar definida.

Se permitir que os leitores garantidos concedam aos seus fiadores permissão para visualizar os seus empréstimos atuais, utilizando a preferência AllowPatronToSetCheckoutsVisibilityForGuarantor, estes verão esta opção neste ecrã.

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Após autenticação, o fiador verá um separador chamado ‘Empréstimos de familiares’ no seu separador de resumo.

The Relatives' checkouts tab in a patron's summary page on the OPAC

Histórico de reservas

Se a preferência de sistema OPACHoldsHistory estiver definida para ‘Permitir’, os utilizadores poderão visualizar todos os seus pedidos de reserva atuais e passados.

Screenshot of the holds history table in the patron's account on the OPAC.

Sugestões de aquisição

Se a sua biblioteca permitir que os leitores façam sugestões de compra, o separador seguinte irá apresentar todas as sugestões feitas pelo utilizador à biblioteca, bem como os seus respetivos estados. Para desativar este separador e a funcionalidade de sugestão, defina a preferência suggestion para ‘Não permitir.’

image1026

Se a preferência OPACViewOthersSuggestions estiver definida para ‘Mostrar’, os leitores poderão pesquisar sugestões a partir do topo desta lista.

Mensagens

Se a sua biblioteca tiver a preferência de sistema EnhancedMessagingPreferences definida como ‘Permitir’ e a preferência de sistema EnhancedMessagingPreferencesOPAC definida como ‘Mostrar’, os leitores poderão escolher quais as mensagens que desejam receber da biblioteca (com exceção dos avisos de atraso, que são controlados pela biblioteca).

image1027

Se utilizar um controlador de SMS para o envio de mensagens de texto, configurado através da preferência de sistema SMSSendDriver, verá uma coluna adicional para selecionar estas mensagens como SMS (ou mensagens de texto) e um campo para o número de telemóvel (ou número para SMS).

image1028

Se estiver a utilizar o protocolo de correio eletrónico para o envio de mensagens de texto, configurado através da preferência do sistema SMSSendDriver, verá uma coluna adicional para a receção destas mensagens como SMS (ou mensagens de texto), um campo para o número de telemóvel (ou SMS) e um menu suspenso com a lista de operadores de telemóveis.

image1029

Se estiver a utilizar o serviço i-tiva Talking Tech, verá uma coluna adicional para receber estas mensagens por telefone.

image1311

Consulte as mensagens aos leitores para obter uma lista dos avisos disponíveis.

Os leitores podem optar por receber avisos sob a forma de um resumo, marcando a caixa de seleção ‘Apenas resumos’ e escolhendo o método de entrega. Um resumo reúne todas as mensagens de um determinado tipo de aviso num único email (por exemplo, todos os artigos com devolução prevista para daqui a três dias), em vez de enviar vários emails.

Se a preferência de sistema TranslateNotices estiver definida para ‘Permitir’, o utilizador também verá uma opção para escolher o ‘Idioma preferido para avisos’, com uma lista suspensa de idiomas disponíveis.

Importante

Deve escolher um método de entrega (SMS, email ou telefone) e a opção ‘Apenas resumos’ se pretender receber um resumo das mensagens.

Listas

Se a preferência de sistema virtualshelves estiver definida para ‘Permitir’, os leitores verão um separador ‘Listas’.

A partir daqui, os leitores podem visualizar listas públicas e criar ou editar as suas próprias listas privadas.

List of private lists in a patron's account on the OPAC

Alertas de assinaturas

Se a preferência de sistema RoutingSerials estiver ativada, os leitores que optaram por receber alertas por email sobre novas edições de periódicos, através do separador ‘Assinaturas’ no registo bibliográfico, verão um separador ‘Alertas de assinaturas’ nas suas contas.

The alert subcriptions page in a patron's account in the OPAC. Shown is a table of the serials for which the patron has subscribed to new issue alerts. The table shows the ISSN, title, library, location, and call number of the serial. In the last column, there is a link to 'Unsubscribe from email alerts'.

Este separador lista todos os alertas de email sobre publicações seriadas aos quais o leitor se inscreveu. Os leitores podem cancelar os alertas clicando no link ‘Cancelar a subscrição de alertas por email’, se desejarem.

Pedir uma quitação

Se a preferência de sistema useDischarge estiver ativada, os leitores poderão solicitar uma declaração de quitação via OPAC. Esta declaração atesta que o utilizador não tem empréstimos ativos nem reservas pendentes.

Os leitores podem solicitar a baixa junto da biblioteca acedendo ao separador ‘Pedir uma quitação’ na sua conta online.

Discharge tab in the patron account in the OPAC

A partir daqui, podem solicitar a quitação clicando no botão ‘Pedir uma quitação’. Receberão uma confirmação da solicitação.

Assim que a quitação for aprovada pela equipa da biblioteca, o leitor verá um endereço para descarregar o PDF respectivo.

Discharge tab in the patron account in the OPAC with a 'Get your discharge' link

Listas de circulação

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”.

Interlibrary loan requests

If the ILL requests module is enabled, patrons will see the ‘Interlibrary loan requests’ tab. Their existing requests will be listed here, with information about their status.

The Interlibrary loan requests view in the OPAC user account. We can see a button to create a new request and a table with two ongoing requests. The columns in the table are: request ID, author, requested from, request type, status, request placed, last updated.

Additionally, if their patron category is allowed to place ILL requests in the OPAC, they will see a ‘Create a new request’ button. When clicked, they will be presented with the form to place a new interlibrary loan request. If the library is using more than one backend, they may first be prompted to select a provider.

Nota

If there is a copyright clearance text in a ‘ILLModuleCopyrightClearance’ HTML customization display location, the text displays here and patrons need to click ‘Yes’ to accept before continuing.

New interlibrary loan request authenticated form. Fields shown: destination library, request type, notes.

  • Destination library: the list is made of the libraries marked as pickup locations in the Libraries settings. This is the library that will be managing the request and be the pickup location for requested physical items.

  • Type: when a type is selected, the relevant input fields for that particular resource appear. The sets of fields for each request type are the same as those displayed when creating a request in the staff interface.

Clicking ‘Create’ will submit the request to the library for processing.

Nota

If the ILLModuleDisclaimerByType system preference is in use, the disclaimer will appear at this stage. Whichever the option chosen by the patron, the request will be created and the type disclaimer value will be stored alongside the request’s other details.

Once created, the request will initially be listed with the status ‘New request’. Request statuses are updated as staff process the request.

Clicking ‘View’ on a request brings up the full details.

  • The only change patrons can make is adding a note to the request then click ‘Submit modifications’.

  • For requests with the status ‘New request’, patrons will see the ‘Request cancellation’ button. If used, the request’s status will be updated to ‘Cancellation requested’. Staff may choose to delete the request to remove it completely.

Dica

If you want to be notified by email when patrons modify or cancel a request, use the ILLSendStaffNotices system preference. The emails use the ILL_REQUEST_MODIFIED and ILL_REQUEST_CANCEL notice templates. They can be customized in the Notices and slips tool.

Recalls history

If your library allows recalls, the patron can see all their past and current recalls they have requested and their various statuses in the ‘Recalls history’ tab.

The Recalls history page in a patron's account in the OPAC

The patron can cancel a recall by clicking the ‘Cancel’ button, provided that it is not already awaiting pickup.

Curbside pickups

If your library offers curbside pickup, the patron will be able to see their scheduled pickups under ‘Curbside pickups’.

The 'Curbside pickups' tab in the patron's account in the OPAC, shows a 'Your pickups' tab, with one scheduled pickup with the library, the date and time, notes and action buttons (Alert staff of your arrival and Cancel this pickup)

The patron has the option to indicate that they are outside the library by clicking ‘Alert staff of your arrival’.

The patron also has the option to cancel their scheduled pickup with the ‘Cancel this pickup’ button.

If the ‘Patron-scheduled pickup’ setting is turned on in the curbside pickup configuration, the patron will be able to schedule their own curbside pickup appointment.

The 'Curbside pickups' tab in the patron's account in the OPAC, shows a 'Schedule a pickup' tab, with a drop-down to choose the library

  • The patron must first choose a library at which they want to pick up their items

    Nota

    Only libraries with curbside pickup enabled will be displayed in the drop-down menu.

    Furthermore, if the ‘Enable for waiting holds only’ setting is turned on, only the libraries at which the patron has waiting holds will be enabled.

  • The patron must then choose a date

    Nota

    Only dates with available time slots will be displayed.

  • The possible pickup times will be displayed, depending on the day of the week

    The 'Curbside pickups' tab in the patron's account in the OPAC, shows a 'Schedule a pickup' tab, a library is chosen in the library drop-down, a date is selected in the date field, all the time slots for that day are displayed and one is chosen in green, one is greyed out

    Nota

    The number in parentheses under each time slot is the number of available appointments for that time. If the maximum number of appointments has been reached, based on the ‘Maximum patrons per interval’ setting in the curbside pickup configuration, the time slot will be grayed out and the patron will not be able to select it.

  • The patron can optionally add a note about their pickup

  • The patron must then click ‘Schedule pickup’ to save their appointment

Sugestões de aquisição

If your library has the suggestion preference set to ‘Allow’, 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, there will be a link at the top of your OPAC under the search box.

A link labeled 'Purchase suggestions' appears under the search bar on the main page of the OPAC

There will be a link when the patron finds nothing for their search.

A message reading 'Not finding what you're looking for? Make a purchase suggestion', there is a link under the words 'purchase suggestion'

There will be a ‘Suggest for purchase’ option in the detailed view of a bibliographic record.

List of options: Place hold, Place recall, Print, Request article, Save to your lists, Add to your cart, Suggest for purchase, Report a concern, Unhighlight, Send to device, Save record, More searches

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

There is a link 'New purchase suggestion' under the title of the page

Clicking any one of these links will open the purchase suggestion form.

New purchase suggestion form

Se o item já existir no catálogo, o leitor verá uma mensagem indicando o que o Koha considera ser o título correspondente. A verificação da correspondência é feita com base no título/autor, ISBN ou ISSN. Se o título não for aquele que o leitor pretende sugerir, pode clicar em ‘Confirmar a sua sugestão’ para a enviar na mesma.

A message reading "A similar document already exists: Shakespeare's Sonnets . Click on "Confirm your suggestion" to ignore this message." The title is a link to the record.

Assim que o formulário for submetido, a sugestão de compra aparecerá no módulo de aquisições para que os bibliotecários a possam gerir.

Se tiver sido encomendada uma sugestão de compra através do módulo de aquisições, o título da sugestão de compra do leitor será clicável e levá-lo-á diretamente para o registo encomendado no OPAC.

Bibliotecas / Contacto

Se a preferência de sistema OPACShowLibraries estiver definida para ‘Ver’ e pelo menos uma das suas bibliotecas for do tipo ‘Pública’, será apresentado um endereço para a página das bibliotecas por baixo da barra de pesquisa.

Atenção

A partir da versão 25.05 do Koha, o endereço é rotulado como ‘Contacto’ se existir apenas uma biblioteca definida como ‘pública’.

A página Bibliotecas apresenta uma lista de todas as bibliotecas definidas como ‘Públicas’, com as suas informações de contacto (morada, cidade, estado, código postal/código postal, país, número de telefone, número de fax, site).

Libraries page in the opac

O nome da biblioteca em si é uma ligação para uma página específica dessa biblioteca. Esta segunda página inclui também as personalizações HTML ‘OpacLibraryInfo’ para essa biblioteca.

Library-specific page for a Test library, showing the address lines, city, state, zip/postal code, country, phone, fax, website, and OpacLibraryInfo HTML customization

Reportar problemas

Se a preferência de sistema OPACReportProblem estiver ativada, os leitores terão a opção de reportar problemas no OPAC (endereços quebrados ou informações incorretas, por exemplo).

Na parte inferior de cada página existe um endereço ‘Reportar um problema’.

Main page of the OPAC

Quando o utilizador clica no endereço, é direcionado para um formulário onde pode especificar exatamente qual é o problema.

The report a problem page

O relatório de problema é enviado para o administrador do Koha por email (para o endereço definido em KohaAdminEmailAddress) e aparecerá na ferramenta de relatórios de problemas do OPAC. Se a biblioteca possuir um endereço de correio eletrónico, o utilizador terá a opção de enviar o relatório de problema para a biblioteca ou para o administrador.

Nota

O aviso enviado por email é personalizável na ferramenta Avisos e recibos. O código do aviso é PROBLEM_REPORT.

Auto empréstimo no OPAC

Para além do módulo de auto-empréstimo, existe uma opção mais leve para bibliotecas com comunidades mais pequenas e de confiança. Com esta opção, os leitores podem realizar o empréstimo de exemplares por conta própria, utilizando a sua conta no OPAC, sem a supervisão do pessoal da biblioteca. Esta funcionalidade de auto-empréstimo pode ser utilizada em qualquer computador ou dispositivo com acesso ao OPAC, ao contrário do módulo de auto-empréstimo, que se destina a ser utilizado em computadores dedicados.

Assim que a preferência de sistema OpacTrustedCheckout for ativada, os leitores autenticados verão uma opção de ‘Auto-empréstimo’ no topo da página no OPAC.

The top of the page in the OPAC, once the patron is logged in. Next to the Koha logo, there are the 'Cart' and 'Lists' options, followed by 'Self checkout'.

Ao clicar no endereço ‘Auto-empréstimo’ abrirá uma janela onde o utilizador poderá introduzir o código de barras do exemplar e clicar em ‘Submeter’ ou premir a tecla Enter.

Self checkout pop-up, with the prompt 'Enter item barcode' and a text input field. Buttons are 'Submit' and 'Close'.

Assim que o código de barras do artigo é introduzido, é apresentada uma mensagem de confirmação na parte superior da janela, e o código de barras, o título, a quota e a data de devolução do artigo são listados na parte inferior. O leitor tem a opção de ler ou introduzir outro código de barras.

Self checkout pop-up, saying "Item was checked out with the item's barcode", the 'Enter item barcode' input field is still available, and underneath is a table with the checked out item's barcode, title, call number and due date. Under the table, it says '1 items checked out'. Buttons are 'Submit' and 'Close'.

Para renovar o empréstimo, o leitor apenas necessita de realizar o empréstimo novamente (ou renovar a partir do seu resumo).

Self checkout pop-up, saying 'Item will be renewed'. Buttons are 'Confirm' and 'Close'.

Se um exemplar já estiver emprestado a outro utilizador, uma mensagem irá informá-lo.

Self checkout pop-up, saying 'This item appears to be checked out to another patron, please return it to the desk'.

O empréstimo também será bloqueado se:

  • o código de barras não foi encontrado;

  • o exemplar está reservado para outro leitor;

  • as multas pendentes do leitor excedem o limite;

  • o leitor já atingiu o limite máximo de empréstimos;

  • o leitor não tem a idade exigida para requisitar o exemplar;

  • o exemplar não pode ser emprestado devido ao estado de não disponível para empréstimo ou de retirado.