Kullanıcılar

Before importing or adding patrons be sure to set up your patron categories.

Yeni bir kullanıcı ekle

Kullanıcılar ‘Kullanıcılar’ modülüne gidilerek eklenir.

  • Gidiş yolu: Kullanıcılar

Not

Only staff with the edit_borrowers permission (or the superlibrarian permission) will be able to add patrons.

Oraya gittiğinizde artık yeni kullanıcı ekleyebilirsiniz.

  • ‘Yeni kullanıcı’ üzerine tıklayın

    Drop down of patron categories when adding a new patron

Not

The fields that appear on the patron add form can be controlled by editing the BorrowerUnwantedField system preference.

Not

Required fields are defined in the BorrowerMandatoryField system preference

  • First, enter the identifying information regarding your patron

    'Patron identity' section of the patron form

    • ‘Salutation’ is populated by the BorrowersTitles system preference

      Not

      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.

      Örneğin:

      Firstname: Nicole C.
      Surname: Engard
      Initials: NCE
      

      Sonra fiş üzerine tam adı yerine <<borrowers.initials>> yazdırabilirsiniz (NCE).

      Ya da böyle bir şey yapabilirsiniz:

      Firstname: Nicole
      Surname: Engard
      Initials: E
      

      Sonra fiş üzerine tam adı yerine <<borrowers.initials> >, < <borrowers.firstname>> yazdırabilirsiniz (E, Nicole)

  • If this patron is a child, you will be asked to attach the child patron to an adult patron (guarantor)

    'Patron guarantor' and 'Non-patron guarantor' sections of the patron form

    Not

    Guarantors can only be attached to patrons whose category has ‘Can be guarantee’ set to ‘Yes’.

    • If the guarantor is a patron of the library, click ‘Add guarantor’ to search your system for an existing patron

      Search for patron pop up window

    • Click ‘Select’ to choose the patron

      List of results from the patron search when searching for a guarantor

    • The relationships are set using the borrowerRelationship system preference

      Patron guarantor section of the add new patron form with a patron selected as guarantor, the Relationship drop down menu is open, the options are father and mother

      Not

      It is possible to add more than one guarantor to a patron account (both parents for example).

    • If the guarantor is not a patron, you can still add their information in the ‘Non-patron guarantor’ section.

  • Next enter the main address and contact information

    Main address section of the add new patron form

    Not

    The street type drop-down menu is populated by the ROADTYPE authorized values

    The Contact information section of the new patron form

    • For contact information, note that the primary phone number and primary email address are the ones that appear on notices and slips printed during circulation (receipts, transfer slips and hold slips). The primary email is also the one that overdue notices and other messages go to.

    • The ‘Main contact method’ can be used in reports and for staff to know which method to use first when trying to contact the patron.

  • You can also record an alternate address for each patron. This could be used in an academic setting to store the patron’s home address for example.

    'Alternate address' section of the patron form

  • Each patron can have an alternate contact. An alternate contact could be a parent or guardian, for example.

    'Alternate contact' section of the patron form

  • Kütüphane yönetimi bölümü, kütüphane içinde kullanılan değerleri içerir

    'Library management' section of the patron form

    • The card number field is automatically calculated if you have the autoMemberNum system preference set that way

      Not

      For a newly installed system, this preference will start at 1 and increment by 1 each time after. To have it start with the starting number of your barcodes, enter the first barcode by hand in the patron record and save the patron. After that, the field will increment that number by 1.

    • Başlangıçta yanlış kullanıcı kategorisini seçtiyseniz, bunu buradan düzeltebilirsiniz.

    • Sıralama 1 ve 2 kütüphaneniz içinde istatistik amaçlar için kullanılır

    • ‘Allow auto-renewal of items’ is used to control whether this patron’s checkouts will be renewed according to the circulation rules. If set to ‘Yes’, items for which automatic renewal is enabled in the circulation rules will be automatically renewed. This requires the automatic_renewal cronjob to run daily. If set to ‘No’, items for which automatic renewal is enabled in the circulation rules will not be automatically renewed.

    • Protected: protected patrons cannot be deleted either manually or by batch. Use this for system patrons such as statistical patrons, SIP2 patrons, the self checkout user, or superadmins.

      Version

      The ‘Protected’ option was added in version 23.11 of Koha.

    • ‘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.

    • Preferred language for notices: if TranslateNotices is set to allow, you will be able to choose among the installed languages the language in which the patron would prefer to receive notices (such as overdue notices and advanced notices).

  • Ardından, kütüphane kurulum bölümü ek kütüphane ayarları içerir

    'Library set-up' and 'OPAC/Staff login' sections of the patron form

    • Kayıt olma tarihi olarak otomatik olarak bugünün tarihi verilecektir.

    • The expiry date will automatically be calculated based on your patron category settings

    • The OPAC note is a note for the patron, it will appear in the patron’s online account on the OPAC

      'Messages for you' box in the patron's online account with a note saying 'This is an OPAC note'

      Not

      See also OPAC messages

    • Dolaşım notu sadece kütüphane personeliniz içindir ve dolaşım personeli bir materyali kullanıcıya ödünç verdiğinde görünecektir

      Circulation note appearing in red to the right of the checkout box

  • The ‘OPAC/Staff interface login’ section asks for the username and password to be used by the patron (or staff member) to log into their account in the OPAC and for staff to log in to the staff interface.

    • Staff will only be able to use this login information to log in to the staff interface if they have at least the catalogue permission.

  • If you have enabled the housebound module (with the HouseboundModule system preference), you will be able to choose a housebound role for this patron.

    'Housebound roles' section of the patron form

  • If you have set additional patron attributes in the administration module, these will appear next

    'Additional attributes' section of the patron form, there is one attribute called 'Department' with a drop-down menu, a subheading 'Additional ID', with another attribute called 'Employee #'

  • Finally, if you have the EnhancedMessagingPreferences system preference set to ‘allow,’ you can choose the messaging preferences for this patron.

    'Patron messaging preferences' section of the patron form

    See the definition of each notice in the advance notices and hold notices section

    Uyarı

    Bu tercihler `kullanıcı kategorileri <adding-a-patron-category-label>`aracılığı ile ayarladığınız diğerlerini geçersiz bırakacaktır

    Uyarı

    These preferences can be altered by the patron via the OPAC if the EnhancedMessagingPreferencesOPAC system preference is set to ‘show’.

  • Bittikten sonra ‘Kaydet’ üzerine tıklayın

Sistem, bu kullanıcı kaydının dublike olduğundan şüphelenirse sizi uyaracaktır.

'Duplicate patron record' warning with options to view existing patron record, to edit existing record or to save as new record

Not

See the PatronDuplicateMatchingAddFIelds system preference to see or change which fields are used to detect duplicate patrons. The default is the surname, the firstname and the date of birth.

Eğer kullanıcı kategorisinde bir alt veya üst yaş sınırı belirlediyseniz ve doğum tarihinin girilmesi gerekiyorsa, Koha sizi eklediğiniz kullanıcının yaşının seçtiğiniz kullanıcı kategorisi için çok küçük ya da büyük olması durumunda uyaracaktır:

Warning 'The following fields are wrong. Please fix them. Patron's age is incorrect for their category. Ages allowed are 5-17.'

If the patron’s category has an enrollment fee, the fee will be charged to the patron’s account when the account is created. You can then manage the charge in the patron’s accounting tab.

Hızlı kullanıcı ekle

Dolaşım masanız çok yoğunsa ve hızlı bir şekilde kayıt yaptırmak istiyorsanız ‘hızlı ekleme’ özelliğini kullanabilirsiniz. Bu, eklemek için gerekli alanların yalnızca bir kaçını içeren ek kullanıcı formunun kısaltılmış bir sürümüdür.

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.

Bir kullanıcıyı hızlı bir şekilde eklemek için Kullanıcılar modülüne gidin.

  • Gidiş yolu: Kullanıcılar

‘Yeni hızlı kullanıcı ekle’ butonuna tıklayın.

Bir kullanıcı kategorisi seçmeniz istenecektir.

Daha sonra size kısaltılmış bir form sunulacak.

Add patron

Form doldurulduktan sonra, ‘Kaydet’e tıklayın.

Tam forma erişmeniz gerekiyorsa, ‘Kaydet’ düğmesinin üzerinde ‘Tam formu göster’ seçeneğini tıklayabilirsiniz.

Personel kullanıcı ekle

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 interface, follow the steps in patron permissions.

Önemli

Personelinize güvenli kullanıcı adları ve şifreler atamayı unutmayın, çünkü tüm bunlar personel istemciye giriş yapılırken kullanılacaktır.

İstatistiksel kullanıcı ekle

Kütüphane içi kullanım için materyalleri izlemenin bir yolu da bu materyalleri bir istatistiksel kullanıcı üzerine “ödünç vermektir”. “ödünç verme” işlemi kitabı ödünç vermeyecek ancak bunun yerine materyalin kütüphane içi kullanımını izleyecektir. Kütüphane içi kullanımları izlemede bu yöntemi kullanmak için öncelikle istatistiksel kullanıcınız için bir kullanıcı kategorisi oluşturmalısınız.

image420

Ardından, istatistiksel türden yeni bir kullanıcı oluşturmanız gerekecek.

Add statistical patron

Ardından, bu kılavuzun ‘Yeni kullanıcı ekle’ bölümünde gösterilen adımları izleyin. Bu kullanıcı gerçek bir kişi olmadığı için, yalnızca gerekli olan alanları doldurmanız ve doğru kütüphaneyi seçmeniz yeterlidir, başka bir şey yapmanıza gerek yoktur.

Bina içi kullanımını izlemenin diğer yöntemleri hakkında bilgi edinmek için bu kılavuzun Bina içi kullanımını izleme bölümüne bakınız.

Bir kullanıcı çoğalt

Bazen sisteminize yeni bir aile ekliyorken, iletişim bilgilerini üst üste girmek istemezsin. Koha size kullanıcı kopyalamanıza ve sadece değiştirmek istediğiniz (değiştirmek durumunda olduğunuz) bölümleri değiştirmenize imkan verir.

  • Dayanak olarak kullanmak istediğiniz kullanıcıyı açın (bilgi çoğaltmak istediğiniz kullanıcıdan)

  • Kaydının üstünde yer alan ‘Çoğalt’ butonuna tıklayınız

    Row of action buttons at the top of the patron's detail page: Edit, Add guarantee, Change password, Duplicate, Print, Search to hold, Add message, Schedule pickup, and More

  • İlk ad, kart numarası, kullanıcı adı ve şifre hariç tüm alanları çoğaltılmıştır. Eksik kısımları doldurun ve ‘Kaydet’ butonuna tıklayın

    Duplicate patron

    • Not

      Zaten içerisinde veri olan bir alan içine tıklamak, bu alanı içindeki tüm bilgilerden temizleyecektir. (farklı bir şey yazmanızı daha kolay hale getirmek için)

  • Size yeni kullanıcı getirilecek

    Duplicated patron

Adding patron images

You can add patron pictures to help identify patrons. To enable this feature, you must first set the patronimages system preference to ‘Allow’.

If the preference is set to ‘Allow’, you will see a placeholder image under the patron’s name on the left of the screen.

Patron details page, the patron's image on the left of the screen is a placeholder represented by a silhouette with an interrogation mark

Click the ‘Add’ button on the placeholder image.

Patron photo pop-up modal, with options to upload an image or take a picture

You have the option of either uploading an existing picture from the computer or taking a picture with the webcam.

To upload an existing image, click ‘Browse’ or ‘Choose file’ to find the image on your computer and click ‘Upload’ to load the image in the patron’s file.

Uyarı

Yüklenen resmin boyutu için 100k sınırı vardır ve görüntünün 200x300 piksel olması önerilir, ancak daha küçük resimler de çalışacaktır.

To take a picture with the webcam, click the ‘Take photo’ button once the webcam is facing the patron. The system will take a picture and present it to you for review. If you are satisfied, click ‘Upload’. If not, click ‘Retake photo’ to take a new picture. You can also download the picture by clicking ‘Download photo’.

Kullanıcı resimlerini toplu olarak eklemek için Kullanıcı resimleri yükleme aracını kullanın.

Kulllanıcıları düzenlemek

Koha’daki kullanıcıları düzenleme butonlarından birini kullanarak düzenleyebilirsiniz

Not

Only staff with the edit_borrowers permission (or the superlibrarian permission) will be able to edit patron files.

  • Tüm kullanıcı kaydını düzenlemek için, kullanıcı kaydının üst kısmındaki ‘Düzenle’ düğmesine tıklamanız yeterlidir.

    Row of action buttons at the top of the patron's detail page: Edit, Add guarantee, Change password, Duplicate, Print, Search to hold, Add message, Schedule pickup, and More

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

    Library use section of the patron's detail page

Edit the patron’s file and click ‘Save’.

Uyarı

Note that changing your own username will log you out of Koha.

Modifying patron passwords

Patron passwords are not recoverable.

The stars on the patron details page 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.

This can be done from the staff interface. To change the patron’s password, click the ‘Change password’ button.

Change username and/or password form

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

  • “Rastgele oluşturulmuş öneriyle doldurmak için tıklayınız. Şifreler metin olarak gösterilecektir.” etiketli bağlantıya tıklarsanız, bu form otomatik olarak rastgele bir şifre oluşturacaktır.

Uyarı

Note that changing your own username here will log you out of Koha.

Changing the password through this form will also update the password expiry date, as set in the patron category.

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

Not

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

If the OpacResetPassword system preference is enabled, or if the patron category allows it, you can also send a password reset email to the patron by clicking on ‘More’ and choosing ‘Send password reset’.

More button in a patron's account is open, the options are renew patron, set permissions, send welcome email, send password reset, delete, update child to adult patron, and export today's checked in barcodes

This will send a password reset email to the patron, similar to the one sent if they click on the ‘Forgot your password?’ link on the OPAC. However, the reset link is set to expire after 5 days rather than 2 days when it is sent this way.

Not

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

Only staff members with the superlibrarian permission can see and change the password expiry date manually. This date can be changed by clicking the ‘Edit’ button at the top of the patron’s record, or the ‘Edit’ button next to the ‘Library use’ section.

Adding patron flags

Restrictions are used to prevent patrons from checking out.

Patrons can also be blocked from checking items out by setting patron flags.

Patron account flags section of the patron edit form, options are Gone no address yes/no and lost card yes/no

If you would like your circulation staff to confirm a patron’s address before checking items out to the patron, set the ‘Gone no address’ flag. This will create a warning when checking out.

Warning Cannot check out Address: patron's address flagged as in doubt

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.

Warning Cannot check out Lost: patron's card is flagged as lost

If you would like to bar a patron from the library you can add a manual restriction.

Patron restrictions section of the patron edit form, add a manual restriction with fields for comment and expiration date

Not

This is the same as the restrictions tab at the bottom of the patrons details page.

Not

A patron can automatically be restricted with the Overdue/notice status triggers

If you enter in a date and/or note related to the restriction, you will see that in the restricted message as well.

Checkout is blocked for this patron because the patron is restricted

Adding notes and messages to a patron record

You can leave notes in a patron record. There are several ways to do this: you can either add a circulation note or an internal message. These will not show in the OPAC for the patron to see. If you want the patron to see the notes and messages, use OPAC notes and OPAC messages.

Circulation notes

Circulation notes are added to the patron’s file through the add patron form or the edit patron form, in the ‘Library set-up’ section.

'Library set-up' and 'OPAC/Staff login' sections of the patron form

In the staff interface, circulation notes will be in the ‘Library use’ section of the patron’s file.

Library use section of the patron's detail page

Circulation messages

Internal messages are added to the patron’s file using the ‘Add message’ button.

Row of action buttons at the top of the patron's detail page: Edit, Add guarantee, Change password, Duplicate, Print, Search to hold, Add message, Schedule pickup, and More

To leave an internal message, choose “Staff - Internal note” in the ‘Add a message for’ field. Enter your message in the box, or choose a predefined message in the drop-down menu.

Pop-up modal for 'Add message' with the option 'Add a message for Staff - Internal note' chosen

Not

Predefined messages are added in the BOR_NOTES authorized value category

Once saved, the internal message is shown in bold red on the patron’s detail page in the staff interface, at the top of the page just under the row of action buttons.

Internal message appearing in the patron's detail page in the staff interface just under the edit buttons

It will also appear on the checkout page, to the right of the checkout box.

Internal message appearing in the patron's checkout page to the right of the checkout box

If you need to edit the message, click the ‘Edit’ button next to the message, edit the text and click ‘Save’.

Changing children to adults

Children patrons do not become adults automatically in Koha unless the update patron categories cron job is running.

To upgrade a child patron to and adult patron category manually go to the ‘More’ menu and choose ‘Update child to adult patron’.

More button in a patron's account is open, the options are renew patron, set permissions, send welcome email, send password reset, delete, update child to adult patron, and export today's checked in barcodes

You will then be presented with a pop up window asking which one of your adult patron categories this child should be updated to.

Table to choose an adult category

Not

This list shows the patron categories that have the category type ‘adult’.

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.

Renew account of the patron

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.

Show renewal date on patron account

If the patron is in a patron category with a membership fee, the charge will also be added upon renewal. You can then manage the charge in the patron’s accounting tab.

Deleting a patron account

From the ‘More’ drop-down, the patron account can be deleted.

image1469

Not

Only staff with the delete_borrowers permission (or the superlibrarian permission) will be able to delete patrons.

There will be an alert if the patron has checkouts, holds, fines or credits.

  • If a patron has current checkouts, the deletion will not be possible.

    image1470

  • If a patron has outstanding fines, the deletion will not be possible.

    image1468

  • If a patron has unused credits, the option to delete the patron is possible but there will be a warning.

    image1471

  • If a patron has existing holds on their account, the option to delete the patron is possible. The hold will be cancelled and moved to the old_reserves table.

    image1462

  • If a patron has public or shared lists, those will be deleted along with the patron, unless the ListOwnershipUponPatronDeletion system preference is set to ‘change owner of these lists’.

  • If a patron is protected, the ‘Delete’ option will be disabled. To delete the patron anyway, edit the patron and choose ‘No’ under ‘Protected’ in the ‘Library management’ section, save, and then delete.

    The 'More' menu in a patron file is opened, the mouse cursor is on the greyed out 'Delete' option where a tip saying 'Patron is protected' is displayed.

Kullanıcıların kendi düzenlemelerinin yönetimi

If you are allowing patrons to edit their accounts via the OPAC with the OPACPatronDetails preference then you will need to approve all changes via the staff interface before they’re applied. If there are patron edits awaiting action they will appear on the staff interface dashboard below the modules list (along with other items awaiting action).

image438

Not

Superlibrarian yetkisine sahip olan personel herhangi bir birim için olan değişiklikleri görecek, diğer personel sadece kendi birimlerine ait kullanıcılar için olan değişiklikleri görecektir.

‘Değişiklik talebinde bulunan kullanıcılar’ bağlantısı üzerine tıkladığınızda, değişiklik istekleriyle birlikte kullanıcıların listesi getirilecektir.

image439

Buradan, ‘Onay’ verebilir ve değişiklikleri kullanıcı kaydına uygulayabilir, değişiklikleri ‘Silebilir’ ve kaldırabilirsiniz ya da ‘Yok sayabilirsiniz’ ve bu değişiklikleri daha sonra göz atmak için beklemeye alabilirsiniz.

Tüm kullanıcı kaydını görmek isterseniz, düğmelerin sağındaki ‘Kullanıcı ayrıntıları’ bağlantılarını tıklayabilirsiniz. Bu, yeni bir sekmede açılacaktır.

Kullanıcı kayıtlarının birleştirilmesi

Yanlışlıkla iki kartlı bir kullanıcı ile sonuçlanırsanız, ödünç alma geçmişlerini veya ayırtma işlemlerini kaybetmemek için kendi kayıtlarını birleştirmeniz mümkündür.

  • Kullanıcı listesinde, birleştirmek istediğiniz kayıtların yanındaki kutuları işaretleyin ve ‘Seçilen kullanıcıları birleştir’ butonunu tıklayın.

image1326

Not

Bir seferde ikiden fazla kaydı birleştirmek mümkündür.

  • Select the patron record you want to keep

    image1327

  • If necessary, click the ‘Compare patrons’ button to see the differences between the different accounts.

    The compare screen shows both patron files next to each other with differences highlighted

  • Click the ‘Merge patrons’ button.

Ödünç alımlar ve istatistikler doğru kayıta aktarılacak ve diğeri silinecektir.

image1328

Kullanıcı izinleri

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

Önemli

In order for a staff member to log into the staff interface they must have (at the very least) the catalogue permission which allows them to view the staff interface.

Kullanıcı izinlerini ayarlamak

Not

Only staff with the permissions permission (or the superlibrarian permission) will be able to set permissions for other staff members.

In addition to the permissions permission, only staff with the staffaccess permission will be able to set permission for other staff members whose category is of the ‘staff’ type.

  • On the patron record, click ‘More’ and choose ‘Set permissions’ to alter the patron’s permissions.

    On the patron's account the "More" button is clicked and a dropdown menu is shown with "Set permissions" highlighted

  • 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.

    Form showing all patron permissions with none currently selected

  • 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 staff members to have.

Kullanıcı izinleri tanımlandı

This section describes the different permissions.

Access to all librarian functions (superlibrarian)

This permission grants access to everything in the Koha staff interface.

The superlibrarian permission also gives access to things that might otherwise be restricted by system preferences for example.

Not

With this permission selected, there is no need to choose any other permission.

Check out and check in items (circulate)

The following permissions are used to give access to functions from the circulation module. Checking the circulate permission will give access to all functionalities. Click ‘Show details’ to give specific permissions.

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:

  • yaş sınırlaması

  • materyal başka bir kullanıcıya ödünç verilmiştir

  • materyal ödünç verilmez

  • kullanıcının üzerinde iade süresi geçmiş materyaller bulunmaktadır

  • the patron is restricted

  • materyal kayıp

  • materyal, çok kullanılan bir materyaldir

  • materyal ayırtılmış

Mark checkout notes as seen/not seen (manage_checkout_notes)

This permission allows staff to manage the checkout notes written by users through the OPAC.

Manage curbside pickups (manage_curbside_pickups)

This permission allows staff to manage patron curbside pickup appointments.

Manage restrictions for accounts (manage_restrictions)

This permission allows staff to lift a restriction that might be on the patron’s record, or add a manual restriction.

Not

Note that a staff member without manage_restrictions but who has force_checkout will be able to temporarily override a patron’s restriction in order to check out an item to them.

Execute overdue items report (overdues_report)

This permission allows staff to run the overdues reports found under Circulation (Overdues and Overdues with fines).

Override blocked renewals (override_renewals)

This permission allows staff to override renewals restrictions.

Requires that the staff member also have circulate_remaining_permissions.

Staff access, allows viewing the catalogue in staff interface (catalogue)

Önemli

This permission must be given to all staff members to allow them to log into the staff interface

This permission allows access to the staff interface, with the possibility of

Manage Koha system settings (Administration panel) (parameters)

The following permissions are used to give access to various pages from the administration module. Checking the parameters permission will give access to all pages. Click ‘Show details’ to give access to specific pages only.

Manage account debit and credit types (manage_accounts)

This permission gives access to the debit types and credit types management sections.

Manage additional fields for baskets or subscriptions (manage_additional_fields)

This permission gives access to the additional fields management sections.

Önemli

This permission requires that the staff member also have the corresponding permission for the particular additional fields.

Additional fields

Corresponding permission

Order baskets (aqbasket)

Manage basket and order lines (order_manage)

Order lines (aqorders)

Manage basket and order lines (order_manage)

Invoices (aqinvoices)

Edit invoices (edit_invoices)

Subscriptions (subscription)

Edit an existing subscription (edit_subscription)

Account lines (credit) (accountlines:credit)

Remaining permissions for managing fines and fees (remaining_permissions)

Account lines (debit) (accountlines:debit)

Remaining permissions for managing fines and fees (remaining_permissions)

Manage audio alerts (manage_audio_alerts)

This permission gives access to the audio alerts management section.

Manage authorized value categories and authorized values (manage_auth_values)

This permission gives access to the auhorized values management section.

Manage background jobs (manage_background_jobs)

This permission gives access to the jobs management section.

Add, edit and archive cash registers (manage_cash_registers)

This permission gives access to the cash registers management section.

Manage circulation rules (manage_circ_rules)

This permission gives access to the circulation and fine rules management section.

Manage circulation rules from any library (manage_circ_rules_from_any_libraries)

This permission grants the right to manage circulation rules from any library.

If a staff member does not have this permission, but has the manage_circ_rules permission, they can only edit circulation rules from their own library.

Manage cities and towns (manage_cities)

This permission gives access to the cities and towns management section.

Manage classification sources and filing rules (manage_classifications)

This permission gives access to the classification sources management section.

Manage column configuration (manage_column_config)

This permission gives access to the table settings section.

Manage curbside pickups (manage_curbside_pickups)

This permission gives access to the curbside pickup management section.

This section is used to manage the pickup slots and other curbside pickup parameters. Circulation staff who manage the actual pickups need the manage_curbside_pickups permission under circulate.

Manage Did you mean? configuration (manage_didyoumean)

This permission gives access to the Did you mean? management section.

Manage authentication providers (manage_identity_providers)

This permission gives access to the identity providers management section.

Manage item circulation alerts (manage_item_circ_alerts)

This permission gives access to the item circulation alerts management section.

Manage item search fields (manage_item_search_fields)

This permission gives access to the item search fields management section.

Manage item types (manage_itemtypes)

This permission gives access to the item types management section.

Manage keyboard shortcuts for the advanced cataloging editor (manage_keyboard_shortcuts)

This permission gives access to the keyboard shortcuts management section.

Manage libraries and library groups (manage_libraries)

This permission gives access to the libraries and library groups management sections.

Manage Mana KB content sharing (manage_mana)

This permission gives access to the share content with Mana KB section.

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

This permission gives access to the following sections:

Manage MARC overlay rules configuration (manage_marc_overlay_rules)

This permission gives access to the record overlay rules management section.

Manage record matching rules (manage_matching_rules)

This permission gives access to the record matching rules management section.

Manage OAI sets (manage_oai_sets)

This permission gives access to the OAI sets configuration section.

Manage extended patron attributes (manage_patron_attributes)

This permission gives access to the patron attribute types management section.

Manage patron categories (manage_patron_categories)

This permission gives access to the patron categories management section.

Manage patron restrictions (manage_patron_restrictions)

This permission gives access to the patron restriction types management section.

Manage search engine configuration (manage_search_engine_config)

This permission gives access to the search engine configuration section.

Not

This section is only visible when the SearchEngine system preference is set to ‘Elasticsearch’.

Manage saved search filters (manage_search_filters)

This permission gives access to the search filters management section.

Manage Z39.50 and SRU server configuration (manage_search_targets)

This permission gives access to the Z39.50/SRU servers management section.

Manage SMS cellular providers (manage_sms_providers)

This permission gives access to the SMS cellular providers management section.

Not

This section will only be visible when the SMSSendDriver system preference is set to ‘Email’.

Manage SMTP servers (manage_smtp_servers)

This permission gives access to the SMTP servers management section.

Manage system preferences (manage_sysprefs)

This permission gives access to the system preferences.

Manage library transfer limits and transport cost matrix (manage_transfers)

This permission gives access to the library transfer limits and the transport cost matrix management sections.

Manage usage statistics settings (manage_usage_stats)

This permission gives access to the share your usage statistics section.

Remaining system parameters permissions (parameters_remaining_permissions)

This permission gives access to any remaining sections of the administration module not mentioned above.

Add, modify and view patron information (borrowers)

The following permissions are used to give access to functions from the patrons module. Checking the borrowers permission will give access to all functionalities. Click ‘Show details’ to give specific permissions.

Delete patrons (delete_borrowers)

This permission grants the ability to delete patrons.

Add, modify and view patron information (edit_borrowers)

This permission gives access to the patrons module to search for and view patron files, as well as adding new patrons and editing existing patron.

Search, list and view patrons (list_borrowers)

This permission gives access to the patrons module to search for and view patron files.

Uyarı

Staff members with this permissions, but without the edit_borrowers permission will be able to view patrons, but not add new patrons or edit existing patrons.

View patron information from any libraries (view_borrower_infos_from_any_libraries)

This permission grants the right to access patron files from any library.

If a staff member does not have this permission, but has the edit_borrowers permission, they can only view patrons from their own library or library group.

Set user permissions (permissions)

This permission grants the ability to set permissions for other staff members.

Önemli

Staff members with this permission will not be able to set permissions for patrons whose category is of the ‘staff’ type unless they also have the staffaccess permission.

Place and modify holds for patrons (reserveforothers)

The following permissions are used to give access to holds options. Checking the reserveforothers permission will give access to all functionalities. Click ‘Show details’ to give specific permissions.

Modify holds priority (modify_holds_priority)

This permission allows staff members to alter the holds priority (moving patrons up and down the queue).

Place holds for patrons (place_holds)

This permission allows staff members to place holds in the staff interface.

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

The following permissions are used to give access to functions from the cataloging module. Checking the editcatalogue permission will give access to all functionalities. Click ‘Show details’ to give specific permissions.

Use the advanced cataloging editor (advanced_editor)

This permission grants the ability to use the advanced cataloging editor in the cataloging module.

Önemli

Staff members with this permission also need to have the edit_catalogue permission.

Create shared macros (create_shared_macros)

This permission grants the ability to create macros to be used in the advanced cataloging editor.

Önemli

Staff members with this permission also need to have the advanced_editor permission.

Delete all items at once (delete_all_items)

This permission grants the ability to use the ‘Delete all items’ option found under the ‘Edit’ menu in cataloging, to delete all of a record’s items.

Delete shared macros (delete_shared_macros)

This permission grants the ability to delete macros from the advanced cataloging editor.

Önemli

Staff members with this permission also need to have the advanced_editor permission.

Edit any item including items that would otherwise be restricted (edit_any_item)

This permission grants the ability to edit items belonging to libraries from other library groups.

Önemli

Staff members with this permission also need to have the edit_items permission.

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

This permission grants the ability to add bibliographic records (including importing records through z39.50/SRU, and duplicating records), edit existing bibliographic records, merge existing bibliographic records, and delete bibliographic records.

Edit items (edit_items)

This permission grants the ability to add new items, edit items, and delete items, but not bibliographic records.

This permission also lets the staff member create and use item templates, but the manage_item_editor_templates permission is required to manage item templates created by other staff members.

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

This permission limits the ability to edit items to subfields specified in the SubfieldsToAllowForRestrictedEditing system preference.

Önemli

Staff members with this permission also need to have the edit_items permission.

Fast cataloging (fast_cataloging)

This permission grants the ability to catalog new records using the fast cataloging option found on the main circulation page and on the main cataloging page.

Create, update and delete item editor templates owned by others (manage_item_editor_templates)

This permission grants the ability to manage item templates created by other users.

Not

Anyone who has the edit_items permission can create and share item templates, and delete their own templates.

Create, update and delete item groups, add or remove items from an item group (manage_item_groups)

This permission grants the ability to create, edit, and delete item groups.

Manage patrons fines and fees (updatecharges)

The following permissions are used to give access to functions from the accounting tab in the patron records. Checking the updatecharges permission will give access to all functionalities. Click ‘Show details’ to give specific permissions.

Discount debits for patrons (discount)

This permission grants the ability to apply discounts to charges.

Önemli

Staff members with this permission also need to have the remaining_permissions permission.

Add manual credits to a patron account (manual_credit)

This permission grants the ability to add manual credits to a patron’s account.

Önemli

Staff members with this permission also need to have the remaining_permissions permission.

Add manual invoices to a patron account (manual_invoice)

This permission grants the ability to create manual invoices in a patron’s account.

Önemli

Staff members with this permission also need to have the remaining_permissions permission.

Payout credits to patrons (payout)

This permission grants the ability to reimburse credits to patrons.

Önemli

Staff members with this permission also need to have the remaining_permissions permission.

Refund payments to patrons (refund)

This permission grants the ability to refund payments that patrons have already made to the library.

Önemli

Staff members with this permission also need to have the remaining_permissions permission.

Remaining permissions for managing fines and fees (remaining_permissions)

This permission grants the ability to manage fines and fees other than the actions described in the other sub-permissions (discounts, payouts, refunds, and writeoffs).

This includes, but is not limited to:

Write off fines and fees (writeoff)

This permission grants the ability to write off patron fees.

Önemli

Staff members with this permission also need to have the remaining_permissions permission.

Acquisition management (acquisition)

The following permissions are used to give access to functions from the acquisitions module. Checking the acquisition permission will give access to all functionalities. Click ‘Show details’ to give specific permissions.

Uyarı

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)

This permission grants the ability to add funds and delete funds within a budget.

Önemli

Staff members with this permission also need to have the budget_manage permission and the budget_modify permission.

Uyarı

Without the period_manage permission, staff members will only be able to add sub-funds, as they will not be able to access the budgets administration page to add first-level funds.

Manage funds (budget_manage)

This permission grants the ability to access the fund administration page.

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

Manage all funds (budget_manage_all)

This permission grants viewing access to all funds regardless of restrictions on them (owner, user or library restrictions).

Önemli

Staff members with this permission also need to have the budget_manage permission.

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

This permission grants the ability to edit fund information and amounts.

Önemli

Staff members with this permission also need to have the budget_manage permission and the budget_add_del permission.

Manage contracts (contracts_manage)

This permission grants the ability to add, edit and delete contracts with vendors.

Manage currencies and exchange rates (currencies_manage)

This permission grants the ability to access the Currencies and exchange rates configuration page.

Delete baskets (delete_baskets)

This permission grants the ability to delete baskets.

Önemli

Staff members with this permission also need to have the order_manage permission to be able to view the baskets in order to delete them.

Delete invoices (delete_invoices)

This permission grants the ability to delete invoices.

Manage EDIFACT transmissions (edi_manage)

This permission grants the ability to access the EDI account administration page, the library EANs administration page and access sent EDI messages.

Edit invoices (edit_invoices)

This permission grants the ability to edit invoices (modify invoice information such as the invoice number, billing or shipping date, add adjustments, etc.).

Önemli

Staff members with this permission will not be able to receive orders against an invoice unless they have the order_receive permission as well.

Manage basket groups (group_manage)

This permission grants the ability to create, edit, close and delete basket groups.

Merge invoices (merge_invoices)

This permission grants the ability to merge invoices.

Manage baskets and order lines (order_manage)

This permission grants the ability to place orders, including creating baskets, adding order lines, edit existing baskets, closing baskets, etc.

Önemli

Staff members with this permission will not be able to order from a new file unless they also have the stage_marc_import permission.

Likewise, staff members will not be able to order from titles with highest hold ratios unless they also have the circulate_remaining_permissions permission.

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

This permission grants the ability to manage all baskets and orders even if they are restricted to the owner, users or library.

Önemli

Staff members with this permission also need to have the order_manage permission.

Receive orders and manage shipments (order_receive)

This permission grants the ability to create invoices, receive orders, and claim late orders.

Manage budgets (period_manage)

This permission grants access to the budget administration page and the ability to create, duplicate, edit, and delete budgets.

Uyarı

Without the budget_manage permission, budget_add_del permission, and the budget_modify permission, staff will not be able to add or edit budget funds.

Manage budget plannings (planning_manage)

This permission grants the ability to access the budget planning page.

Önemli

Staff members with this permission also need to have the budget_manage permission, and the period_manage permission.

Reopen closed invoices (reopen_closed_invoices)

This permission grants the ability to reopen closed invoices.

Manage vendors (vendors_manage)

This permission grants the ability to add, edit, and delete vendors.

Note that vendors are used in the acquisition module, the serials module, and the e-resource management module.

Suggestions management (suggestions)

The following permissions are used to give access to purchase suggestion management functions of the acquisitions module. There is currently only one sub-permission. Checking either suggestions or suggestion_manage will have the same effect.

Manage purchase suggestions (suggestions_manage)

This permission grants the ability to create and manage purchase suggestions, including creating new suggestions and changing the suggestions’ statuses.

Use all tools (tools)

The following permissions are used to give access to functions from the tools module, including some cataloguing tools. Checking the tools permission will give access to all tools. Click ‘Show details’ to give access to specific tools.

Access to the files stored on the server (access_files)

This permission gives access to the access files tool to access files stored on the server.

Perform batch extend due dates (batch_extend_due_dates)

This permission gives access to the batch extend due dates tool.

Upload patron images in batch or one at a time (batch_upload_patron_images)

This permission gives access to the patron image upload tool.

Delete old borrowers and anonymize circulation history (deletes borrower checkout history) (delete_anonymize_patrons)

This permission gives access to the batch patron deletion and anonymization tool.

Write additional contents for the OPAC and staff interfaces (news and HTML customizations) (edit_additional_contents)

This permission gives access to the news tool, the HTML customizations tool, and the pages tool.

Define days when the library is closed (edit_calendar)

This permission gives access to the calendar tool.

Set notice/status triggers for overdue items (edit_notice_status_triggers)

This permission gives access to the overdue notice/status triggers tool.

Define notices (edit_notices)

This permission gives access to the notices and slips tool.

Perform batch modification of patrons (edit_patrons)

This permission gives access to the batch patron modification tool.

Edit quotes for the quote-of-the-day feature (edit_quotes)

This permission gives access to the quote editor for the ‘Quote of the day’ feature.

Export bibliographic and holdings data (export_catalog)

This permission gives access to the export catalog data tool from the cataloging module

Önemli

Staff members with this permission also need to have at least one of the editcatalogue sub-permissions.

Import patron data (import_patrons)

This permission gives access to the import patrons tool.

Perform inventory of your catalog (inventory)

This permission gives access to the inventory tool from the cataloging module.

Perform batch deletion of items (items_batchdel)

This permission gives access to the batch item deletion tool from the cataloging module.

Perform batch modification of items (items_batchmod)

This permission gives access to the batch item modification tool and the item modifications by age tool from the cataloging module.

Limit batch item modification to subfields defined in the SubfieldsToAllowForRestrictedBatchmod preference (items_batchmod_restricted)

This permission restricts the batch item modification tool to modify only the subfields defined in the SubfieldsToAllowForRestrictedBatchmod system preference.

Önemli

Staff members with this permission also need to have the items_batchmod permission.

Create printable labels and barcodes from catalog and patron data (label_creator)

This permission gives access to the patron card creator tool, as well as the label creator, the barcode image generator tool, and the quick spine label creator tool from the cataloging module.

Manage CSV export profiles (manage_csv_profiles)

This permission gives access to the CSV profiles tool.

Add, edit and delete patron lists and their contents (manage_patron_lists)

This permission gives access to the patron lists tool.

Önemli

Staff members with this permission also need to have the list_borrowers permission (and optionally the view_borrower_infos_from_any_libraries permission), otherwise, they will only be able to create lists and view existing lists, but not add patrons to the lists.

Manage staged MARC records, including completing and reversing imports (manage_staged_marc)

This permission gives access to the manage staged MARC records tool from the cataloging module.

Önemli

Unless staff members with this permission also have the stage_marc_import permission, they will only be able to manage records that have already been staged by someone else. This depends on your workflows.

Manage MARC modification templates (marc_modification_templates)

This permission gives access to the MARC modification templates tool from the cataloging module.

Moderate patron comments (moderate_comments)

This permission gives access to the comments tool.

Moderate patron tags (moderate_tags)

This permission gives access to the tags tool.

Perform batch deletion of records (bibliographic or authority) (records_batchdel)

This permission gives access to the batch record deletion tool from the cataloging module.

Perform batch modification of records (bibliographic or authorities) (records_batchmod)

This permission gives access to the batch record modification tool from the cataloging module.

Manage rotating collections (rotating_collections)

This permission gives access to the rotating collections tool.

Schedule tasks to run (schedule_tasks)

This permission gives access to the task scheduler tool.

Stage MARC records into the reservoir (stage_marc_import)

This permission gives access to the stage MARC records tool from the cataloging module.

Önemli

Unless staff members with this permission also have the manage_staged_marc permission, they will only be able to stage records but not import them into the catalog. This depends on your workflows.

Upload any file (upload_general_files)

This permission gives access to the upload tool to upload files.

Upload local cover images (upload_local_cover_images)

This permission gives access to the upload local cover image tool from the cataloging module to upload a batch of cover images, as well as the ability to add local cover images from the record detail page and delete local cover images.

Not

In order to add cover images to items, staff members will also need the edit_items permission.

Manage uploaded files (upload_manage)

This permission gives access to files uploaded via the upload tool.

Önemli

Staff members with this permission also need to have the upload_general_files to access the upload tool.

Browse the system logs (view_system_logs)

This permission gives access to the log viewer tool, as well as the ‘Modification log’ tabs (in the patron’s account, for example, or in the record details page).

Edit authorities (editauthorities)

This permission grants the ability to create, edit, merge, and delete authority records.

Not

Staff with the catalogue permission will be able to search authorities.

Manage serial subscriptions (serials)

The following permissions are used to give access to functions from the serials module. Checking the serials permission will give access to all functionalities. Click ‘Show details’ to give specific permissions.

Not

Staff who have one or more of the following sub-permissions will be able to search for and view serial subscriptions, and manage serial numbering patterns.

Önemli

The serials permission is required to manage serial frequencies.

Not

Some staff may also need acquisitions permissions, such as the vendors_manage permission since vendors for serials are managed in the acquisitions module.

Check the expiration of a serial (check_expiration)

This permission gives the ability to check the expiration date of serials.

Claim missing serials (claim_serials)

This permission gives the ability to claim missing issues.

Create a new subscription (create_subscription)

This permission gives the ability to add new subscriptions.

Delete an existing subscription (delete_subscription)

This permission gives the ability to delete serial subscriptions.

Edit an existing subscription (edit_subscription)

This permission gives the ability to edit existing serial subscriptions.

Serials receiving (receive_serials)

This permission gives the ability to receive issues of existing subscriptions.

Renew a subscription (renew_subscription)

This permission gives the ability to renew serial subscriptions.

Routing (routing)

This permission gives the ability to manage routing lists.

Manage subscriptions from any branch (superserials)

This permission is only useful if the IndependentBranches system preference is used.

Allow access to the reports module (reports)

The following permissions are used to give access to functions from the reports module. Checking the reports permission will give access to all functionalities. Click ‘Show details’ to give specific permissions.

Not

Staff who have one or more of the following sub-permissions will be able to run reports in the statistics wizard section, as well as the other reports on the main reports page.

Önemli

Reports found on the Circulation page are not controlled by this permission.

Create SQL reports (create_reports)

This permission gives the ability to create guided reports or SQL reports.

Önemli

Staff who need to run reports already created need the execute_reports permission.

Delete SQL reports (delete_reports)

This permission gives the ability to delete saved SQL reports.

Önemli

Staff with this permission also need the execute_reports permission.

Execute SQL reports (execute_reports)

This permission gives the ability to run custom SQL reports, but not create or edit them.

Allow staff members to modify permissions, usernames, and passwords for other staff members (staffaccess)

This permission gives the ability to modify permissions, passwords, and usernames of patrons who are staff members (patrons whose category is of the ‘staff’ type).

Önemli

Staff with this permission also need the edit_borrowers permission and the permissions permission.

Course reserves (coursereserves)

The following permissions are used to give access to functions from the course reserves module. Checking the coursereserves permission will give access to all functionalities. Click ‘Show details’ to give specific permissions.

Not

If the UseCourseReserves system preference is not enabled, these permissions will not have any effect.

Add course reserves (add_reserves)

This permission gives the ability to add items to existing courses.

Remove course reserves (delete_reserves)

This permission gives the ability to remove items from existing courses.

Add, edit and delete courses (manage_courses)

This permission gives the ability to create, edit and delete courses.

Koha plugins (plugins)

The following permissions are used to give access to plugins. Checking the plugins permission will give access to all functionalities. Click ‘Show details’ to give specific permissions.

Configure plugins (configure)

This permission gives the ability to run the ‘configure’ section of a plugin, if it has one.

Not

Staff with this permission also need either the report permission or the tool permission in order to be able to access the plugins.

Manage plugins (manage)

This permission gives the ability to install or uninstall plugins.

Not

Staff with this permission also need either the report permission or the tool permission in order to be able to access the plugins.

Use report plugins (report)

This permission gives the ability to use report plugins.

Use tool plugins (tool)

This permission gives the ability to use tool plugins.

Lists (lists)

The following permissions are used to give access to public list management. Checking the lists permission will give access to all functionalities. Click ‘Show details’ to give specific permissions.

Önemli

All staff members have permission to create, modify and delete their own lists. These permissions are only necessary if you’d like to give a staff member permission to edit or delete public lists that they have not created.

Delete public lists (delete_public_lists)

This permission gives the ability to delete public lists created by someone else.

Edit public lists contents (edit_public_list_contents)

This permission gives the ability to change the contents of public lists that have the “Permitted staff only” permission.

Edit public lists (edit_public_lists)

This permission gives the ability to edit the name, settings, and permissions of a public list owned by someone else.

Not

This does not give the staff member permission to change the contents of the list, unless the list permissions allow them to.

Patron clubs (clubs)

The following permissions are used to give access to the patron clubs functionalities. Checking the clubs permission will give access to all functionalities. Click ‘Show details’ to give specific permissions.

Create and edit clubs (edit_clubs)

This permission gives the ability to create and edit patron clubs based on existing club templates using the patron clubs tool.

Create and edit club templates (edit_templates)

This permission gives the ability to create and edit club templates using the patron clubs tool.

Enroll patrons in clubs (enroll)

This permission gives the ability to enroll patrons from the patron record in the staff interface.

Not

Staff with this permission also need either the edit_borrowers permission or the larger borrowers permission in order to be able to access the patron records to enroll them in clubs.

Create and modify interlibrary loan requests (ill)

This permission gives access to the interlibrary loan (ILL) module.

Self check modules (self_check)

The following permissions are used to enable the self checkout and the self checkin modules. Checking the self_check permission will give access to all functionalities. Click ‘Show details’ to give specific permissions.

Önemli

These permissions should be given to a dedicated self check patron, not a regular staff patron.

Log into the self check-in module (self_checkin_module)

This permission is used to enable the self checkin module. Give it only to a dedicated self check patron created for this purpose.

Önemli

This permission prevents the patron from using any other OPAC functionality.

Perform self checkout at the OPAC (self_checkout_module)

This permission is used to enable the self checkout module. Give it only to a dedicated self check patron created for this purpose.

Not

This permission should be used for the patron matching the AutoSelfCheckID system preference.

Manage stockrotation operations (stockrotation)

The following permissions are used to give access to stockrotation management. Checking the stockrotation permission will give access to all functionalities. Click ‘Show details’ to give specific permissions.

Add and remove items from rotas (manage_rota_items)

This permission gives the ability to manage the items in the rotas.

Create, edit and delete rotas (manage_rotas)

This permission gives the ability to manage rotas.

Cash management (cash_management)

The following permissions are used to give access to the point of sale module and the cash registers functionalities. Checking the cash_management permission will give access to all functionalities. Click ‘Show details’ to give specific permissions.

Perform anonymous refund actions (anonymous_refund)

This permission gives the ability to refund payments done through the point of sale from the cash register transaction history.

Perform cash register cashup action (cashup)

This permission gives the ability to record cash register cashups.

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

This permission gives access to the point of sale module.

Recalls (recalls)

The following permissions are used to give access to the recalls functionalities. Checking the recalls permission will give access to all functionalities. Click ‘Show details’ to give specific permissions.

Manage recalls for patrons (manage_recalls)

This permission gives access to the recall management page.

Manage the electronic resources module (erm)

This permission gives access to the e-resource management module.

Önemli

Staff members must have this permission in order to be attached as agreement and license users in agreement and license records.

Allow staff to change logged in library (loggedinlibrary)

This permission gives the ability to change the library when logging into the staff interface.

This permission also gives the ability to set the library in the staff interface.

Not

Staff members who do not have this permission will only be able to log into their home library.

Manage the preservation module (preservation)

This permission gives access to the preservation module.

Version

This permission was introduced in version 23.11 of Koha.

Kullanıcı bilgisi

Kullanıcı kaydını görüntülerken, bilgiyi kaydın sol tarafında bulunan birçok sekmenin birisinden görüntüleme seçeneğiniz mevcuttur.

  • Gidiş yolu: Kullanıcılar > Kullanıcıya göz atın veya arayın > Kullanıcı adına tıklayın

Ödünç ver

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

Personel üyeler kendi ödünç verme ekranlarına personel arayüzünde sağ üst köşede yer alan kullanıcı adına tıklayıp ‘Ödünç aldıklarım’ opsiyonunu seçerek erişebilirler

image1178

Ayrıntılar

Not

Personel üyeler kendi hesap ayrıntılarına personel arayüzünde sağ üst köşede yer alan kullanıcı adına tıklayıp ‘Hesabım’ opsiyonunu seçerek erişebilirler

The user menu at the top of the page in the staff interface, the cursor is on the 'My account' option.

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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Dolaşım özeti

Below the patron’s information on the details screen is a tabbed display of the items they have checked out, overdue, and on hold, among other things.

Checkouts

The first tab shows the items the patron currently has checked out. The number of current checkouts will be displayed in the tab title.

List of checkouts in a patron's record

Not

You can customize the columns of this table in the ‘Table settings’ section of the Administration module (table id: issues-table, under Patrons).

Click ‘Configure’ at the top right of the table to access the administration module directly.

Relatives’ checkouts

If the patron has family at the library, staff can see what the other family members have checked out. The total number of checkouts among all family members will be displayed in the tab title.

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

Not

You can customize the columns of this table in the ‘Table settings’ section of the Administration module (table id: relatives-issues-table, under Patrons).

Click ‘Configure’ at the top right of the table to access the administration module directly.

Charges

The Charges tab will only show in the patron accounts that have unpaid amounts or unused credits. The total amount of unpaid charges or unused credits will be displayed in the tab title.

The tab will show the total amount, without any details. To see the details, go to the accounting tab.

Charges tab showing the total owed

Guarantees’ charges

This tab will appear if the patron has guarantees and those guarantees have unpaid charges in their account. The total amount owed by guarantees will be displayed in the tab title.

The tab will show the guarantee’s name and the total unpaid amount, without any details. To see details, go to the guarantee’s accounting tab.

Guarantees' charges tab showing the patrons guarantees who have unpaid amounts, with links to their records

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.

Table of patron's current holds

Not

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 barcodes or call numbers.

From here you can manage the patron’s holds: change the pickup library, cancel or suspend holds.

Not

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

Not

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.

Recalls

If recalls are enabled, currently active recalls requested by the patron will appear in this tab. The number of active recalls will be displayed in the tab title.

The Recalls tab in a patron's detail page shows all the recalls placed by this patron

From here staff members can see the status of each recall and manage them.

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 number of active requests will be displayed in the tab title.

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

Article request tab in the patron record

Claims

If the patron has claimed they returned items, but those were not checked in, the claims will be shown in this tab. The number of resolved and unresolved claims will be displayed in the tab title. The first number, in green (or in gray if it’s 0), represents the number of resolved claims and the second number, in yellow (or in gray if it’s 0), represents the number of unresolved claims.

Patron's claims tab

From this tab, staff can edit claim notes and resolve claims.

Restrictions

Kısıtlamalar sekmesi tüm kullanıcılar için gösterilir. Kullanıcının üzerinde herhangi bir kısıtlama varsa bunu sekme üzerinde göreceksiniz.

Restrictions tab of the patron's file says "Patron is currently unrestricted" and there is an option to add a manual restriction

Kullanıcının hesabı üzerinde kısıtlamalar varsa, sekme üzerinde numara ve açıklama gösterilecektir.

There are at least four kinds of restrictions:
  • Manual

  • Overdues

  • Suspension

  • Discharge

Using the ‘Add manual restriction’ link 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.

Not

Only staff with the manage_restrictions permission (or superlibrarian) will be able to add manual restrictions or remove existing restrictions.

Form to add a restriction on the patron's file

  • Type: if the PatronRestrictionTypes system preference is enabled, you will have a choice of restriction types. This list can be managed from the patron restriction types administration page

  • Comment: enter a comment to explain the restriction

  • Expiration: optionally enter an expiration date for this restriction. If there is no expiration date, the restriction will stay on the file until it is removed. If there is an expiration date, the restriction will automatically be expired and it will show in gray.

    Version

    Expired restrictions are marked as such as of Koha version 23.11. In prior versions, if a restriction was expired, it looked the same as an active restriction, but it stopped blocking circulation nonetheless.

    Not

    Expired restrictions will stay visible in the patron’s file, but will not block circulation.

    You can use the cleanup_database.pl cronjob with the –restrictions flag to automatically remove expired restrictions.

List of restrictions currently on the patron's file, with the type of restriction, the comment, the expiration date and the date it was added. One of the restrictions expired in the past and is displayed in gray with the (expired) mention next to the date

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.

Patrons can also be restricted by setting flags in their accounts.

Restrictions on a patron record will block checkouts. In fact, a message will appear in red when going to the checkout page.

Checkout is blocked for this patron because the patron is restricted

Not

Only staff with the force_checkout permission (or superlibrarian) will be able to temporarily override a restriction in order to check out anyway.

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.

Message in the patron's account that says 'Please note: Your account has been frozen. Comment: Vandalism in study room 3 End date: 08/15/2022 Usually the reason for freezing an account is old overdues or damage fees. If your account shows to be clear, please contact the library. Go to your account page'

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.

Not

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. The first number in the tab title is the number of clubs in which the patron is enrolled, and the second number is the number of clubs the patron is not enrolled in.

Clubs tab in the patron's record

Accounting

Not

Staff members must have the updatecharges permission or at least have the remaining_permissions permission under updatecharges (or the superlibrarian permission) in order to have access to this tab.

The patron’s complete accounting history will appear on the Accounting tab. The Accounting tab will show all types of charges and credits: overdue fines, membership fees, rental fees, hold fees and any other charge you may have for patrons.

Transactions tab in the patron's accounting tab in the staff interface

Not

You can customize the columns of this table in the ‘Table settings’ section of the Administration module (table id: account-fines).

Not

It’s possible to print a summary of outstanding charges and unused credits in the patron’s account by clicking ‘Print’ at the top of the page and choosing the ‘Print account balance’.

Menu at the top of a patron's account, the 'Print' button is pressed and the options are Print summary, Print slip, Print quick slip, Print account balance, Print overdues, and Print checkin slip

‘Print summary’ will print a full summary of the patron’s account, including outstanding charges.

The Transactions tab will show you the following columns:

  • Date: the date the charge, payment or credit was posted

    • Para cezası durumunda bu para cezasının tahakkuk edildiği son gün olacaktır

  • Account type: what type of charge, payment or credit it is

    • In cases where an account type may have an accompanying status it will be displayed alongside the account type in brackets.

  • Description of charges: a description of the charges including the due date for overdue items and a link to the item record where one is available

    Not

    For overdue fines, the default is the title and the due date. You can customize this by editing the OVERDUE_FINE_DESC template in the Notices and slips tool.

  • Barcode: if the charge is linked to a particular item, the barcode is displayed

  • Call number: if the charge is linked to a particular item, the item’s call number is displayed

  • Due date: if the charge is an overdue fine, the due date is displayed

  • Checkin date: if the charge is an overdue fine, the checkin date is displayed

  • Checkout date: if the charge is an overdue fine, the check out date is displayed

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

  • Not: bu ücret/ödeme ile ilgili herhangi bir not

    • 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

  • Miktar: Ödeme ya da ücretin toplam miktarı

  • Tahsil edilmemiş: halen ödenmesi gereken miktar

  • Actions:

    • A selection of actions available to take upon the account line as detailed below

Tamamlanmış tüm işlemleri gizlemek için tablonun en üstündeki ‘Ödenmiş işlemleri filtrele’ üzerine tıklayabilirsiniz ve belirli bir borç ya da ödemeyi bulmak için bunun üzerindeki arama kutusunu kullanabilirsiniz.

Actions

Action buttons will be available for the different account lines depending on the user’s permissions and the account type and status.

  • A button to print or email a receipt or invoice for that line item

    Not

    If the line item is a credit (payment, writeoff or other credit), the receipt that will be printed will be the ACCOUNT_CREDIT notice. It can be customized in the Notices and slips tool.

    If the line item is a debit (a charge), the invoice that will be printed will be the ACCOUNT_DEBIT notice. It can be customized in the Notices and slips tool.

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

  • A button to void (reverse) a payment/credit

    • This button will only appear on a payment/credit line. Upon voiding the line it will reverse the payment process restoring the amountoutstanding for any debts/debits which the payment/credit may have previously been used to offset. This action is most commonly used to correct cases where a payment was recorded but never actually received. The credit line will be set to a zero amount and updated to VOID.

  • A button to cancel (remove) a charge/debit

    • This button will only appear on a charge/debit line that has not already had any payment/credits applied to it. Upon cancelling the line it will be marked as ‘Cancelled’ and a CANCELLATION line will be added and offset against it. This action is most commonly used to correct cases where a charge was made mistakenly.

  • A button to pay against charges/debits with outstanding amounts

    • This button will appear against any charge/debit with an outstanding amount. The subsequent page can be used to pay or writeoff the line partially or in full with a PAYMENT or WRITEOFF line will being added.

  • A button to issue a payout of credit

    • This button will appear against any credit line that has an amount outstanding and you have the payout permission. It allows the librarian to return outstanding credit to the patron and record the action with a PAYOUT line.

  • A button to issue a refund against a charge/debit

    • This button will appear against any charge/debit line that has been paid or partially paid and you have the refund permission. The subsequent modal dialogue will allow you to partially or fully refund the offset debt, either in CASH or by means of a credit added to the account.

  • A button to apply a discount to a charge/debit

    • This button will appear against any charge/debit which has not already been offset by a credit/payment and you have the discount permission. The subsequent modal dialogue will allow you to add a discount upon the charge.

Para cezaları/ücretleri

Most fees and fines will be charged automatically if the fines cron job is running. Fines will also be charged when an overdue item is checked in if the CalculateFinesOnReturn system preference is enabled.

  • 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

  • Bir materyali kataloglama modülüyle ‘Kayıp’ olarak işaretlemek, materyalin tutarı kadar kullanıcıyı otomatik olarak borçlandıracaktır.

  • Creating a patron in a category with an enrollment fee.

  • Renewing a patron account in a category with an enrollment fee.

  • Article request fees will be charged based on the article request fees section of the circulation rules page.

Manuel fatura oluşturma

For fees that are not automatically charged, staff can create a manual invoice.

Not

Staff members must have the manual_invoice permission (or the superlibrarian permission) in order to add manual invoices in a patron’s account.

  • Click on the ‘Create manual invoice’ tab

    Create manual invoice form

    • Type: choose the type of invoice to create.

      Not

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

    • Barcode: if the fee is associated with an item you can enter its barcode so that the line item shows a link to that item.

    • Description: enter the description of the charge.

    • Note: if needed, add a note about this charge.

    • Amount: enter the amount of the charge, do not enter currency symbols, only numbers and decimals

    • If any additional fields were set up for account line debits, they will appear here.

  • Click ‘Save’ to charge the amount to the patron’s account, or

  • Click ‘Save and pay’ to charge the amount to the patron’s account and go directly to the payment page.

Paying and writing off charges

Each account line can be paid in full or written off using the ‘Make a payment’ tab.

Make a payment tab in the patron's accounting section

Not

You can customize the columns of this table in the ‘Table settings’ section of the Administration module (table id: pay-fines-table).

Each account line can be paid in full, partially paid, or written off.

Paying an individual charge in full

To pay an individual charge in full:

  • If you need to add a note about the payment, click ‘Add note’ and type in the note before proceeding.

  • Click the ‘Pay’ button next to the charge to be paid in full.

    Make a payment tab in the patron's accounting section

A table will show the details of the charge being paid, the full amount of the charge will be populated for you in the ‘Amount being paid’ and the ‘Amount tendered’ fields.

Not

If you made a mistake and this charge should be written off instead, you can switch between ‘Pay’ and ‘Write off’ mode using the buttons located at the top of this tab. See Writing off an individual charge below.

Form to pay an individual charge

  • Amount being paid: this is the amount that will be debited from the charge. When paying a charge in full, this should be the full amount.

  • Amount tendered: this is the actual amount handed to you by the patron, it will be used to calculate the change. For example, if a patron has a 2.75$ fine to pay, and they pay with a 5$ bill, enter 5 in ‘Amount tendered’.

  • Change to give: if the amount being paid and the amount tendered are different (i.e. more money was collected) the amount of change to be given will be displayed.

  • Payment type: choose the type of payment.

    Not

    This field will only appear if one or more values are defined under the PAYMENT_TYPE authorized value.

    Not

    This field will be required if either the UseCashRegisters system preference or the RequirePaymentType system preference is enabled.

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

    Not

    If the UseCashRegisters system preference is enabled, and the CASH payment type is chosen above, you will be required to choose a cash register for the payment.

    Whether or not this field is required when another payment type is chosen is determined by the RequireCashRegister system preference.

  • If any additional fields were set up for account line credits, they will appear here.

  • Click ‘Confirm’.

  • If change was to be given back to the patron, a pop-up window will appear to remind you, click ‘Yes’ to confirm that you gave back the correct amount and confirm the payment.

    Pop-up window saying 'The amount collected is more than the outstanding charge The amount collected from the patron is higher than the amount to be paid. The change to give is 2.25. Confirm this payment?' with Yes and No buttons

The charge’s outstanding amount will be set to zero (fully paid), and a payment line will be added in the patron’s transactions.

Not

If the FinePaymentAutoPopup system preference is enabled, a print dialogue window will display. The receipt printed uses the letter ACCOUNT_CREDIT, which can be modified in the Notices and slips tool. If change was given for this transaction the details will be included when using this system preference.

In addition to printing receipts you can enable email receipts for payment and writeoff transactions with the UseEmailReceipts system preference. The email sent uses the ACCOUNT_PAYMENT letter, which can be modified in the Notices and slips tool.

Partially paying an individual charge

To partially pay an individual charge:

  • Click the ‘Pay’ button next to the charge to be partially paid.

    Make a payment tab in the patron's accounting section

A table will show the details of the charge being paid, the full amount of the charge will be populated for you in the ‘Amount being paid’ and the ‘Amount tendered’ fields.

Not

If you made a mistake and this charge should be written off instead, you can switch between ‘Pay’ and ‘Write off’ mode using the buttons located at the top of this tab. See Partially writing off an individual charge below.

Form to pay an individual charge, the amount of the charge is 6.75$, the amount to be paid is 5$ and the amount tendered is 5$

  • Amount being paid: this is the amount that will be debited from the charge. When partially paying a charge, enter the amount that should be paid.

  • Amount tendered: this is the actual amount handed to you by the patron, it will be used to calculate the change. For example, if a patron has a 2.75$ fine to pay, and they pay with a 5$ bill, enter 5 in ‘Amount tendered’.

  • Change to give: if the amount being paid and the amount tendered are different (i.e. more money was collected) the amount of change to be given will be displayed.

  • Payment type: choose the type of payment.

    Not

    This field will only appear if one or more values are defined under the PAYMENT_TYPE authorized value.

    Not

    This field will be required if either the UseCashRegisters system preference or the RequirePaymentType system preference is enabled.

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

    Not

    If the UseCashRegisters system preference is enabled, and the CASH payment type is chosen above, you will be required to choose a cash register for the payment.

    Whether or not this field is required when another payment type is chosen is determined by the RequireCashRegister system preference.

  • If any additional fields were set up for account line credits, they will appear here.

  • Click ‘Confirm’.

  • If change was to be given back to the patron, a pop-up window will appear to remind you, click ‘Yes’ to confirm that you gave back the correct amount and confirm the payment.

    Pop-up window saying 'The amount collected is more than the outstanding charge The amount collected from the patron is higher than the amount to be paid. The change to give is 2.25. Confirm this payment?' with Yes and No buttons

The charge will be updated to show the original amount and the current amount outstanding, and a payment line will be added in the patron’s transactions.

Not

If the FinePaymentAutoPopup system preference is enabled, a print dialogue window will display. The receipt printed uses the letter ACCOUNT_CREDIT, which can be modified in the Notices and slips tool. If change was given for this transaction the details will be included when using this system preference.

In addition to printing receipts you can enable email receipts for payment and writeoff transactions with the UseEmailReceipts system preference. The email sent uses the ACCOUNT_PAYMENT letter, which can be modified in the Notices and slips tool.

Paying an amount towards all charges

To pay an amount towards all charges:

  • Click the ‘Pay amount’ button.

    Make a payment tab in the patron's accounting section

The total amount outstanding in the patron’s account will be displayed, and populated for you in the ‘Amount being paid’ and the ‘Amount tendered’ fields.

Form to pay an amount towards all charges

  • Total amount outstanding: this is the total unpaid charges in the patron’s account.

  • Amount being paid: this is the amount that will be debited from the outstanding amount. Enter the amount that will be paid.

  • Amount tendered: this is the actual amount handed to you by the patron, it will be used to calculate the change. For example, if a patron has a 2.75$ fine to pay, and they pay with a 5$ bill, enter 5 in ‘Amount tendered’.

  • Change to give: if the amount being paid and the amount tendered are different (i.e. more money was collected) the amount of change to be given will be displayed.

  • Payment type: choose the type of payment.

    Not

    This field will only appear if one or more values are defined under the PAYMENT_TYPE authorized value.

    Not

    This field will be required if either the UseCashRegisters system preference or the RequirePaymentType system preference is enabled.

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

    Not

    If the UseCashRegisters system preference is enabled, and the CASH payment type is chosen above, you will be required to choose a cash register for the payment.

    Whether or not this field is required when another payment type is chosen is determined by the RequireCashRegister system preference.

  • Note: if needed, add a note about this payment.

  • If any additional fields were set up for account line credits, they will appear here.

  • Click ‘Confirm’.

  • If change was to be given back to the patron, a pop-up window will appear to remind you, click ‘Yes’ to confirm that you gave back the correct amount and confirm the payment.

    Pop-up window saying 'The amount collected is more than the outstanding charge The amount collected from the patron is higher than the amount to be paid. The change to give is 2.25. Confirm this payment?' with Yes and No buttons

The charges’ outstanding amounts will be updated, with the payment applied to oldest charges first, and a payment line will be added in the patron’s transactions.

Not

If the FinePaymentAutoPopup system preference is enabled, a print dialogue window will display. The receipt printed uses the letter ACCOUNT_CREDIT, which can be modified in the Notices and slips tool. If change was given for this transaction the details will be included when using this system preference.

In addition to printing receipts you can enable email receipts for payment and writeoff transactions with the UseEmailReceipts system preference. The email sent uses the ACCOUNT_PAYMENT letter, which can be modified in the Notices and slips tool.

Paying selected charges

To pay only some charges:

  • Check the selection boxes next to the charges to be paid.

    Make a payment tab in the patron's accounting section, two of the three charges are selected

  • Click the ‘Pay selected’ button.

The total outstanding amount for the selected charges will be displayed, and populated for you in the ‘Amount being paid’ and the ‘Amount tendered’ fields.

Form to pay an amount towards selected charges

  • Total amount outstanding: this is the total unpaid amount for the selected charges.

  • Amount being paid: this is the amount that will be debited from the total outstanding amount of the selected charges. Enter the amount that will be paid.

  • Amount tendered: this is the actual amount handed to you by the patron, it will be used to calculate the change. For example, if a patron has a 2.75$ fine to pay, and they pay with a 5$ bill, enter 5 in ‘Amount tendered’.

  • Change to give: if the amount being paid and the amount tendered are different (i.e. more money was collected) the amount of change to be given will be displayed.

  • Payment type: choose the type of payment.

    Not

    This field will only appear if one or more values are defined under the PAYMENT_TYPE authorized value.

    Not

    This field will be required if either the UseCashRegisters system preference or the RequirePaymentType system preference is enabled.

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

    Not

    If the UseCashRegisters system preference is enabled, and the CASH payment type is chosen above, you will be required to choose a cash register for the payment.

    Whether or not this field is required when another payment type is chosen is determined by the RequireCashRegister system preference.

  • Note: if needed, add a note about this payment.

  • If any additional fields were set up for account line credits, they will appear here.

  • Click ‘Confirm’.

  • If change was to be given back to the patron, a pop-up window will appear to remind you, click ‘Yes’ to confirm that you gave back the correct amount and confirm the payment.

    Pop-up window saying 'The amount collected is more than the outstanding charge The amount collected from the patron is higher than the amount to be paid. The change to give is 2.25. Confirm this payment?' with Yes and No buttons

The selected charges’ outstanding amounts will be updated, with the payment applied to oldest charges first, and a payment line will be added in the patron’s transactions.

Not

If the FinePaymentAutoPopup system preference is enabled, a print dialogue window will display. The receipt printed uses the letter ACCOUNT_CREDIT, which can be modified in the Notices and slips tool. If change was given for this transaction the details will be included when using this system preference.

In addition to printing receipts you can enable email receipts for payment and writeoff transactions with the UseEmailReceipts system preference. The email sent uses the ACCOUNT_PAYMENT letter, which can be modified in the Notices and slips tool.

Writing off all charges

Not

Staff members must have the writeoff permission (or the superlibrarian permission) in order to be able to write off charges.

To write off all charges in a patron’s account:

  • Click the ‘Write off all’ button

    Make a payment tab in the patron's accounting section

  • Confirm the writeoff

All charges’ outstanding amounts will be set to zero (fully paid/written off), and a writeoff line will be added in the patron’s transactions.

Writing off an individual charge

Not

Staff members must have the writeoff permission (or the superlibrarian permission) in order to be able to write off charges.

To write off a single charge:

  • If you need to add a note about the writeoff, click ‘Add note’ and type in the note before proceeding

  • Click the ‘Write off’ button next to the charge to be written off

    Make a payment tab in the patron's accounting section

A table will show the details of the charge being written off, the full amount of the charge will be populated for you in the ‘Writeoff amount’ field.

Not

If you made a mistake and this charge should be paid instead, you can switch between ‘Pay’ and ‘Write off’ mode using the buttons located at the top of this tab. See Paying an individual charge in full above.

Form to write off an individual charge

  • Writeoff amount: this is the amount that will be debited from the charge. When writing off a charge completely, this should be the full amount.

  • If any additional fields were set up for account line credits, they will appear here.

  • Click ‘Write off this charge’

The charge’s outstanding amount will be set to zero (fully paid/written off), and a writeoff line will be added in the patron’s transactions.

Not

If the FinePaymentAutoPopup system preference is enabled, a print dialogue window will display. The receipt printed uses the letter ACCOUNT_CREDIT, which can be modified in the Notices and slips tool. If change was given for this transaction the details will be included when using this system preference.

In addition to printing receipts you can enable email receipts for payment and writeoff transactions with the UseEmailReceipts system preference. The email sent uses the ACCOUNT_WRITEOFF letter, which can be modified in the Notices and slips tool.

Partially writing off an individual charge

Not

Staff members must have the writeoff permission (or the superlibrarian permission) in order to be able to write off charges.

To partially write off a single charge:

  • If you need to add a note about the writeoff, click ‘Add note’ and type in the note before proceeding

  • Click the ‘Write off’ button next to the charge to be written off

    Make a payment tab in the patron's accounting section

A table will show the details of the charge being written off, the full amount of the charge will be populated for you in the ‘Writeoff amount’ field.

Not

If you made a mistake and this charge should be paid instead, you can switch between ‘Pay’ and ‘Write off’ mode using the buttons located at the top of this tab. See Partially paying an individual charge above.

Form to write off an individual charge

  • Writeoff amount: this is the amount that will be debited from the charge. When partially writing off a charge, enter the amount to be written off.

  • If any additional fields were set up for account line credits, they will appear here.

  • Click ‘Write off this charge’

The charge will be updated to show the original amount and the current amount outstanding, and a writeoff line will be added in the patron’s transactions.

Not

If the FinePaymentAutoPopup system preference is enabled, a print dialogue window will display. The receipt printed uses the letter ACCOUNT_CREDIT, which can be modified in the Notices and slips tool. If change was given for this transaction the details will be included when using this system preference.

In addition to printing receipts you can enable email receipts for payment and writeoff transactions with the UseEmailReceipts system preference. The email sent uses the ACCOUNT_WRITEOFF letter, which can be modified in the Notices and slips tool.

Writing off selected charges

Not

Staff members must have the writeoff permission (or the superlibrarian permission) in order to be able to write off charges.

To write off only some charges:

  • If you need to add a note about the writeoff, click ‘Add note’ and type in the note before proceeding

  • Check the selection boxes next to the fines to be written off

    Make a payment tab in the patron's accounting section, two of the three charges are selected

  • Click the ‘Writeoff selected’ button

The total outstanding amount for the selected charges will be displayed, and populated for you in the ‘Writeoff amount’ field.

Not

If you made a mistake and this charge should be paid instead, you can switch between ‘Pay’ and ‘Write off’ mode using the buttons located at the top of this tab. See Paying selected charges above.

Form to write off selected charges

  • Writeoff amount: this is the amount that will be debited from the charge. When writing off the charges completely, this should be the full amount.

  • Note: if needed, enter a note about this writeoff.

  • If any additional fields were set up for account line credits, they will appear here.

  • Click ‘Confirm’

The selected charges’ outstanding amounts will be updated, with the writeoff applied to oldest charges first, and a writeoff line will be added in the patron’s transactions.

Not

If the FinePaymentAutoPopup system preference is enabled, a print dialogue window will display. The receipt printed uses the letter ACCOUNT_CREDIT, which can be modified in the Notices and slips tool. If change was given for this transaction the details will be included when using this system preference.

In addition to printing receipts you can enable email receipts for payment and writeoff transactions with the UseEmailReceipts system preference. The email sent uses the ACCOUNT_WRITEOFF letter, which can be modified in the Notices and slips tool.

Cancel fines or fees

If a user was charged for something and it’s an error, you can cancel the fee by clicking the ‘Cancel charge’ button in the Actions column.

A line in the patron's accounts for a manual fee, still unpaid. At the end of the line, there are buttons 'Print', 'Detail', 'Pay', 'Cancel charge', and 'Apply discount'

Once clicked a new line will be added to the account for a ‘Cancelled charge’ of the same amount as the cancelled charge. The charge that was cancelled will now have the ‘Cancelled’ status and the amount outstanding will be 0.

Two lines in the patron's account. The first is for a 'Cancelled charge', the amount is -5. The second is for a 'Manual fee (Cancelled)', the amount is 5 and the outstanding amount is 0.

If you cancelled a charge by mistake, you can void the cancellation (see Void payments below).

Void payments

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

Manuel kredi oluşturma

Manuel krediler cezaları ödemek için ya da ceza tutarını silmek için kullanılabilir.

Not

Staff members must have the manual_credit permission (or the superlibrarian permission) in order to add manual credits to a patron’s account.

  • Click ‘Create manual credit’.

    Create a manual credit form

    • Type: choose the type of credit to apply.

      Not

      To add additional values to the manual credit type drop-down menu, add them to the credit types in the Administration module.

    • Barcode: if this credit is associated with an item you can enter that item’s barcode so that the line item links to the right item.

    • Description: enter the description of the credit.

    • Note: if needed, add a note about this credit.

    • Amount: enter the credit’s amount, do not enter currency symbols, only numbers and decimals.

    • Transaction type: choose the type of credit.

      Not

      This field will only appear if one or more values are defined under the PAYMENT_TYPE authorized value.

      Not

      This field will be required if either the UseCashRegisters system preference or the RequirePaymentType system preference is enabled.

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

      Not

      If the UseCashRegisters system preference is enabled, and the CASH transaction type is chosen above, you will be required to choose a cash register for the payment.

      Whether or not this field is required when another transaction type is chosen is determined by the RequireCashRegister system preference.

    • If any additional fields were set up for account line credits, they will appear here.

  • Click ‘Add credit’.

This will add a credit line to the patron’s account.

Not

If the AccountAutoReconcile system preference is set to ‘Do’, the credit will automatically be used to reduce the outstanding amounts in the patron’s account, starting with the oldest charges.

Not

If the AutoCreditNumber system preference is enabled, credits will be numbered.

Faturaları yazdırmak

Her hesap satırının sağında bir çıktı alma bağlantısı mevcuttur. Bu bağlantıya tıklamak, hesaptaki toplam ödenmemiş borçla birlikte ilgili kalemin tanımını ve tarihini kapsayan fatura çıktısını alır.

image461

Yönlendirme listeleri

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

Bu sekmede bu kullanıcının üzerinde olan tüm dolaşım listelerini görebilecek ve düzenleyebileceksiniz.

image463

Dolaşım geçmişi

The circulation history tab will appear if you have set the intranetreadinghistory preference to allow it to appear. If you have the OPACPrivacy system preference set to ‘Allow’ and the patron has decided that the library cannot keep this information this tab will only show currently checked out items.

Table of patron's circulation history

Not

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

To see when an item was renewed and by whom, click ‘View’ in the Number of renewals column.

Item renewals pop-up

Bugün iade edilen materyallerin barkod listesini dışa aktarmak istiyorsanız, sayfanın sağ üstündeki Daha Fazla menüsünün altında o seçeneği bulabilirsiniz.

image465

Bu, her bir satır için bir barkotla metin dosyası oluşturacaktır.

Holds history

The holds history tab shows all the holds the patron has made, with their status.

image1496

Not

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

Değişiklik günlüğü

Not

Only staff with the view_system_logs permission (or the superlibrarian permission) will have access to this tool.

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

  • Kütüphaneci alanı değişiklikleri yapan kütüphanecinin shows the patron number for the librarian who made the changes

  • Modül, kullanıcı modülü için ‘ÜYELER’i listeler

  • Eylem, hangi eylemin sistem günlüğüne kaydedildiğini bildirecektir

  • Nesne alanı, değiştirilen okuyucu numarasını listeler (yukarıdaki örnekte, bu benim kendi kaydımın değiştirilmesiydi)

Uyarılar

kullanıcı mesajlaşma tercihleri kullanıcılar eklenirken ya da düzenlenirken ayarlanır. Bu sekme, gönderilmiş iletileri ve gönderilmek üzere sıraya alınan iletileri gösterecektir:

image467

Mesaj başlığına tıklamak size, gönderilen mesajın görüntüsünü genişletip tam metni gösterecektir.

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

İstatistik

Depending on what you set for the values of your StatisticsFields system preference, you can see statistics for one patron’s circulation actions.

image470

Dosyalar

If you set the EnableBorrowerFiles preference to ‘Do’ the Files tab will be visible on the patron information page.

image471

Burada kullanıcı kayıdına eklemek için dosya yükleyebilirsiniz.

image472

Yüklenen tüm dosyalar ek dosyalarında kendisinden yüklenebileceği bir form üzerinde görünecektir.

image473

Satın alma önerileri

Eğer kullanıcı herhangi bir satın alma önerisi yapmışsa, kullanıcı kaydının üzerinde bir satın alma önerisi sekmesi göreceksiniz.

Purchase suggestions page in the patron's account

Not

Staff members must have the suggestions_manage permission (or the superlibrarian permission) in order to create purchase suggestions for patrons and view existing purchase suggestions.

Buradan kullanıcılar ve statüleri tarafından yapılan tüm önerileri görebilirsiniz, ayrıca üstündeki ‘Yeni satın alma önerisi’ düğmesini tıklayarak kullanıcı adına bir satın alma önerisi oluşturabilirsiniz.

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

Kullanıcı ilişik kesilmesi

A discharge is a certificate that says the patron has no current checkouts and no holds. To enable this option on the patron record, set the useDischarge system preference to ‘Allow’.

Not

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

Not

Akademik kütüphaneler genellikle mezun olmadan önce kütüphanede temiz bir kaydınızın olmasını gerektirir.

Emitting a discharge

To generate a discharge for a specific patron, click the ‘Discharges’ tab on the left of the patron record.

Tabs on the left of a patron record in the staff interface, the Discharges tab is selected

Or click on the ‘More’ button and choose ‘Discharge’.

More button in a patron's account is open, the options are renew patron, set permissions, send welcome email, send password reset, delete, update child to adult patron, and export today's checked in barcodes

If the patron can have a discharge generated, it will have a button that says ‘Generate discharge’

Generate discharge button

If the patron has checkouts or holds, you’ll see a message explaining why the patron cannot be discharged.

Message reading 'Cannot edit discharge: the patron has checked out items.'

Once the letter is generated you will have a PDF to download.

Not

You can customize this message in the Notices and slips tool. The letter code is DISCHARGE.

Not

You can style the PDF using the NoticeCSS preference, or add inline CSS in the DISCHARGE letter in the Notices and slips tool.

The patron will have a restriction added to their account.

Restrictions tab in the patron's record showing a discharge restriction

A history of discharges will be added to the ‘Discharges’ tab.

A list of discharges for this patron, with date requested and date validated

Approving discharge requests

Patrons can request discharges via the OPAC. Any pending discharges will be listed below the menu buttons on the main staff interface page, with other pending requests.

Prompt on staff interface homepage to view pending article requests, pending purchase suggestions, patrons requesting modifications, pending catalog concerns, pending checkout notes, and pending OPAC problem reports

Clicking the pending discharge request link will open a screen where you can approve those discharges by clicking ‘Allow’.

Table of pending discharge requests, with Allow button at the right of each

Housebound patrons

There are three roles a patron can have in regard to housebound circulation:

Önemli

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

Chooser

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

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’.

View of a patron file, after the main block with the patron's contact information, there is a 'Housebound roles' block

Click the ‘Add’ button to mark this patron as a ‘Chooser’.

'Housebound roles' section of the patron form, the 'Chooser' role is set to 'Yes'

Deliverer

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

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

'Housebound roles' section of the patron form, the 'Deliverer' role is set to 'Yes'

Housebound borrowers

To create a housebound profile for a housebound patron, click on the ‘Housebound’ tab in their record.

From there, you can edit their housebound profile information.

Housebound form in a patron account, fields are Delivery day, Frequency, Preferred materials, Subjects, Authors, Referral, and Notes

  • 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.

    Not

    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 them here. This will help the chooser select 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.

Housebound profile in a patron's file. Under the preferences (delivery day, frequency, preferred materials, etc.), there is a 'Deliveries' section, with a 'Add a new delivery' button

Click on ‘Add a new delivery’.

New housebound delivery form

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.

    Not

    This list is populated by the patrons having the chooser role.

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

    Not

    This list is populated by the patrons having the deliverer role.

Housebound profile in a patron's file. Under the 'Deliveries' section, there is a table with delivery information (date, chooser, deliverer, and action buttons)

Not

Choosers and Deliverers can be notified of planned deliveries via reports.

Example reports can be found in the SQL Reports Library at https://wiki.koha-community.org/wiki/SQL_Reports_Patrons#Patron_Characteristics.

Recalls history

If recalls are enabled, active and past recalls requested by the patron will appear in this tab.

The Recalls history page in a patron's file

From here staff members can see the status of each recall and manage them.

Two factor authentication in the staff interface

Koha offers two-factor authentication (2FA) for logging into the staff interface.

This two-factor authentication uses a time-based one-time password (TOTP). A TOTP is a password can only be used once and is only valid for a limited time.

Users wanting to use the two-factor authentication must have an app to generate these TOTPs. Any authenticator app, such as Google Authenticator, andOTP, FreeOTP and many others can be used. Applications that enable backup of their 2FA accounts (either cloud-based or automatic) are recommended.

Turn on the two-factor authentication with the TwoFactorAuthentication system preference.

Once this is done, the staff user must go to their account by clicking their username at the top of the page and clicking ‘My account’.

The user menu at the top of the page in the staff interface, the cursor is on the 'My account' option.

The user must then go to More > Manage two-factor authentication.

When two-factor authentication is enabled, the current logged in user has access to a 'manage two-factor authentication' option from the 'More' menu

The status should be ‘Disabled’ when first going to this page.

The manage two-factor authentication page; the status is currently disabled; there is a button that says 'Enable two-factor authentication'

Click on ‘Enable two-factor authentication’.

A QR code will be presented. This code must be scanned with an authenticator app (see above for suggestions).

The manage two-factor authentication page; a QR code is presented with a field for a pin code underneath

Not

If the app doesn’t allow to scan QR codes, the page gives the credentials that can be entered manually (account, key, time-based).

Once the QR code is scanned, the app will return a time-based PIN code. The user must enter this PIN code in the PIN code field and click ‘Register with two-factor app’.

The status of the two-factor authentication will now be enabled.

Not

An email will be sent to the user’s email address to alert them that the two-factor authentication has been enabled on their account.

You can customize this message in the Notices and slips tool. The letter code is 2FA_ENABLE.

When this user tries to log in to the staff interface, they will have to enter their username and password, like always, but also a two-factor authentication code.

When two-factor authentication is enabled and a user has enabled it in their account, a two-factor authentication code field will appear after they have entered their username and password to log into the staff interface

The user must then open their authenticator app, generate a time-based one-time password and enter it in the field in order to log in.

Not

Alternatively, if the user doesn’t have the app handy, they can click on ‘Send the code by email’, which will send them an email with a time-based one-time password for them to use.

The email is based on the 2FA_OTP_TOKEN notice template, which can be customized in the Notices and slips tool.

Should the user wish to disable their two-factor authentication, they can go to their account in the staff interface, click More > Manage two-factor authentication and click ‘Disable two-factor authentication’.

The manage two-factor authentication page; the status is currently enabled; there is a button that says 'Disable two-factor authentication'

Not

An email will be sent to the user’s email address to alert them that the two-factor authentication has been disabled on their account.

You can customize this message in the Notices and slips tool. The letter code is 2FA_DISABLE.

Communicating with patrons

Koha offers several options for communicating with patrons, some of which have already been covered in this chapter.

OPAC notes

OPAC notes are added to the patron’s file through the add patron form or the edit patron form, in the ‘Library set-up’ section.

'Library set-up' and 'OPAC/Staff login' sections of the patron form

They show up in the ‘Your summary’ section of the patron’s online account in the OPAC.

'Messages for you' box in the patron's online account with a note saying 'This is an OPAC note'

In the staff interface, OPAC notes will be in the ‘Library use’ section of the patron’s file.

Library use section of the patron's detail page

OPAC messages

OPAC messages are added to the patron’s file using the ‘Add message’ button.

Row of action buttons at the top of the patron's detail page: Edit, Add guarantee, Change password, Duplicate, Print, Search to hold, Add message, Schedule pickup, and More

To leave a message that the patron will be able to see in the OPAC, choose “OPAC - Patron’s name” in the ‘Add a message for’ field. Enter your message in the box, or choose a predefined message in the drop-down menu.

Pop-up modal for 'Add message' with the option 'Add a message for OPAC - Patron's name' chosen

Not

Predefined messages are added in the BOR_NOTES authorized value category

Once saved, the patron will be able to see the message in the ‘Your summary’ section of their online account. The patron will also be able to see the date on which the message was added as well as the name of the branch. They 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

In the staff interface, OPAC messages are shown on the patron’s detail page, at the top of the page just under the row of action buttons.

OPAC message appearing in the patron's detail page in the staff interface just under the edit buttons

It will also appear on the checkout page, to the right of the checkout box.

OPAC message appearing in the patron's checkout page to the right of the checkout box

If you need to edit the message, click the ‘Edit’ button next to the message, edit the text and click ‘Save’.

Uyarı

If you edit a message that has been dismissed by the patron, it will stay as ‘Read’ and the patron will not see your edit.

If the patron dismisses the message, a ‘Read’ mention with the date will appear next to the message in the staff interface to inform staff members that this message was read by the patron.

OPAC message appearing in the patron's detail page in the staff interface just under the edit buttons, 'Read: 15/05/2023' is displayed next to the message

Advance notices and hold notices

If you have enabled the EnhancedMessagingPreferences system preference, you cat set advance notices as well as hold notices when adding a new patron or editing a patron.

If the EnhancedMessagingPreferencesOPAC system preference is set to ‘show’, patrons will be able to modify their messaging preferences in their online account.

'Patron messaging preferences' section of the patron form

  • Item due: A notice on the day and item is due back at the library

  • Advance notice: A notice in advance of the patron’s items being due (the patron can choose the number of days in advance)

  • Hold filled: A notice when you have confirmed the hold is waiting for the patron, and when a curbside pickup is scheduled.

  • Item check-in: A notice that lists all the of the items the patron has just checked in

  • Materyal Ödünç Alma: Kullanıcı tarafından ödünç alınan ve/veya süresi uzatılan tüm materyalleri listeleyen bir bildirim, bu ödünç alma makbuzunun elektronik bir şeklidir.

    Not

    If the RenewalSendNotice system preference is set to ‘Send’, this notice will be called ‘Item checkout and renewal’.

    For renewals, the notice sent is RENEWAL.

  • Interlibrary loan ready: A notice that is sent when an inter-library loan the patron requested has been fulfilled and is now ready for pickup.

    • Customize this notice by editing the ILL_PICKUP_READY notice in the Notices and slips tool

    • This option will only appear if the ILLModule system preference is enabled.

  • Interlibrary loan unavailable: A notice that is sent when an inter-library loan the patron requested has been cancelled because it was unavailable.

    • Customize this notice by editing the ILL_REQUEST_UNAVAIL notice in the Notices and slips tool

    • This option will only appear if the ILLModule system preference is enabled.

  • Auto renewal: A notice that notifies the patron that their checkouts have been automatically renewed, or if there was a problem with their automatic renewal.

    • Customize this notice by editing the AUTO_RENEWAL or AUTO_RENEWAL_DGST notice in the Notices & slips tool

    • This option will only appear if the AutoRenewalNotices is set to “according to patrons messaging preferences”

  • Hold reminder: A notice that is sent a certain number of days after the hold has been filled, in order to remind the patron that they have to pick it up.

  • Interlibrary loan updated: A notice that is sent when an inter-library loan the patron requested has been updated.

    • Customize this notice by editing the ILL_REQUEST_UPDATE notice in the Notices and slips tool

    • This option will only appear if the ILLModule system preference is enabled.

Patrons can choose to receive their notices as a digest by checking the ‘Digest only’ box along with the delivery method. A digest is a combination of all the messages of that type (so all items due in 3 days in one email) in to one email instead of multiple emails for each alert.

The delivery methods currently supported are:

  • Email

  • SMS (text messages)

  • Automated phone call system

  • Print

To generate the advance notices (advance notice and item due), you need to run the advance_notices.pl cronjob. Then, the process_message_queue.pl cronjob will send the notices or the gather_print_notices.pl cronjob will gather them in a nice file you can print out and send out via regular mail.

Overdue notices

Overdue notices are managed in Notices & slips and when they are sent is managed in Overdue notice/status triggers.

Patrons cannot opt out of receiving overdue notices like they can other notices (such as advance notices or hold notices)

To generate the overdue notices , you need to run the overdue_notices.pl cronjob. Then, the process_message_queue.pl cronjob will send the notices or the gather_print_notices.pl cronjob will gather them in a nice file you can print out and send out via regular mail.