.. include:: images.rst .. _patrons-system-preferences-label: Patrons ------------------------------------------------------------------------------- *Get there:* More > Administration > Global system preferences > Patrons .. _patronsgeneral-label: General ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ .. _allowpatrontocontrolautorenewal-label: AllowPatronToControlAutoRenewal ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Asks : \_\_\_ to allow/disallow auto-renewal for account. If allowed a patron will be able to update their own account to allow/disallow auto-renewal Default: Allow only staff Values: - Allow only staff - Allow patrons Description: - If set to 'Allow patrons', patrons will be able to enable or disable automatic renewals from :ref:`their online account on the OPAC `. - In all cases, staff is able to change this in the :ref:`patron's account `. .. _checkprevcheckout-label: CheckPrevCheckout ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Asks: \_\_\_ check borrower checkout history to see if the current item has been checked out before. Default: Do not Values: - Do - Do not - Unless overridden by patron category, do - Unless overridden by patron category, do not Description: - When the value of this system preference is set to 'do', Koha will look at the patron's circulation history to see if they have checked this item out before. An alert will show up on the screen indicating that patron has indeed checked this item out. Staff will be prompted to allow the checkout to occur. |image1390| - If the value is set to 'do not', Koha will not check the patron's circulation history. - When the value is set to 'Unless overridden by patron category, do', this will check the patron's circulation history unless the patron's :ref:`personal setting ` or the :ref:`patron category setting ` specifically say not to. - Lastly, if the value is set to 'Unless overridden by patron category, do not', Koha will not check circulation history unless the patron's :ref:`personal setting ` or the :ref:`patron category setting ` specifically say to check. **Note** This system preference will not work for patrons that have chosen to anonymize their reading history. .. _defaultpatronsearchfields-label: DefaultPatronSearchFields ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Asks: \_\_\_ Comma separated list defining the default fields to be used during a patron search Default: surname,firstname,othernames,cardnumber,userid **Important** possible values can be found in the borrowers table of Koha's schema located at http://schema.koha-community.org/ Description: - This system preference enables you to define which fields are searched when you do a basic patron search. - These fields will also appear in the drop down menu in the patron search, so you can search only the specific field. .. _enableborrowerfiles-label: EnableBorrowerFiles ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Asks: \_\_\_ enable the ability to upload and attach arbitrary files to a borrower record. Default: Don't Values: - Do - Don't Description: - When enabled this will add a 'Files' tab to the left of the patron detail page where you can view and upload files to the patron record. .. _extendedpatronattributes-label: ExtendedPatronAttributes ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Asks: \_\_\_ searching, editing and display of custom attributes on patrons. Default: Enable Values: - Don't enable - Enable - Define attributes in Koha administration - Get there: More > Administration > :ref:`Patron Attribute Types ` Description: - Patron attributes are library-defined custom fields that can be applied to patron records. **Note** Use custom attributes for fields that the default patron record does not support such as driver's license number or student ID number. .. _feeonchangepatroncategory-label: FeeOnChangePatronCategory ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Asks: \_\_\_ charge a fee when a patron changes to a category with an enrollment fee. Default: Do Values: - Do - Don't **Note** You can set enrollment fees in the :ref:`patron categories ` .. _intranetreadinghistory-label: intranetreadinghistory ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Asks: \_\_\_ staff to access a patron's checkout and hold history. Default: Allow **Important** If you have the :ref:`OPACPrivacy` preference set to 'Allow' and the patron has decided to not have their history kept, staff will only see currently checked out items. Values: - Allow - Don't allow **Important** Reading history is still stored, regardless of staff being allowed access or not unless the patron has chosen to have their history anonymized via their :ref:`privacy page `. .. _maxfine-label: MaxFine ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Asks: The late fine for all checkouts will only go up to \_\_\_ [currency]. Default: empty (empty value means no limit) Description: - This preference controls the default cap on fines accrued by the patron. Leaving this preference blank means that there is no cap on the amount of fines a patron can accrue. If you'd like, single item caps can be specified in the :ref:`circulation rules matrix `. .. _patronimages-label: patronimages ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Asks: \_\_\_ images to be uploaded and shown for patrons on the staff client. Default: Allow Values: - Allow - Don't allow Description: - If this preference is set to 'Allow' the staff will be able to upload images of patrons either :ref:`one by one ` or :ref:`in bulk `. Patrons images will show on the detail page to the left of the patron information. They can also show in the OPAC if you set the :ref:`OPACpatronimages` preference or in the self check out module if you set the :ref:`ShowPatronImageInWebBasedSelfCheck` preference. .. _patronsperpage-label: PatronsPerPage ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Asks: By default, show \_\_\_ results per page in the staff client. Default: 20 Description: - This preference will let you define how many patrons to show on patron search results pages. .. protectsuperlibrarianprivileges-label: ProtectSuperLibrarianPrivileges ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Asks: \_\_\_ to access/change superlibrarian privileges. Note: A permitted user needs to have the 'permissions' flag (if no superlibrarian) Default: Allow only superlibrarians Values: - Allow all permitted users - Allow only superlibrarians .. _statisticsfields-label: StatisticsFields ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Asks: Show the following fields from the items database table as columns on the statistics tab on the patron record: \_\_\_ Default: location\|itype\|ccode |image106| **Important** Enter the values separated by bars (\|) Description: - This preference lets you set which fields will show on the patron record on the :ref:`Statistics tab `. .. _tracklastpatronactivity-label: TrackLastPatronActivity ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Asks: \_\_\_ track last patron activity. Everytime a patron will connect, the borrowers.lastseen will be updated with the current time. Default: Don't Values: - Don't - Do .. _usedischarge-label: useDischarge ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Asks: \_\_\_ librarians to discharge borrowers and borrowers to request a discharge. Default: Don't allow Values: - Allow - Don't allow Description: - A discharge is a certificate that says the patron has no current checkouts, no holds and owes no money. **Note** In France a "quitus" ("discharge") is needed if you want to register for an account in a library or a university. **Note** Academic libraries often require that you have a clear record at the library before you can graduate. .. patrons-membership-expiry-prefs-label. Membership expiry ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ .. _borrowerrenewalperiodbase-label: BorrowerRenewalPeriodBase ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Asks: When renewing borrowers, base the new expiry date on \_\_\_ Default: current date Values: - current date. - current membership expiry date. Description: - This preference controls what the patron's new expiration date will be when you :ref:`renew their card `. Using the 'current date' will add the subscription period to today's date when calculating the new expiration date. Using 'current membership expiry date' will add the subscription period to the old expiration date for the patron when renewing their account. .. _membershipexpirydaysnotice-label: MembershipExpiryDaysNotice ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Asks: Send an account expiration notice when a patron's card will expire in \_\_\_ days. Description: - If you would like to notify patrons that their accounts are about to expire then you can enter a number of days before expiration in this preference. The notice text can be customized in the :ref:`Notices & slips ` tool. **Important** You will need to enable the :ref:`membership expiry cron job ` for this notice to be sent. .. _notifyborrowerdeparture-label: NotifyBorrowerDeparture ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Asks: Show a notice that a patron is about to expire \_\_\_ days beforehand. Default: 30 Description: - When the patron attempts to check out materials, a warning will appear in the check out screen of the staff client telling the librarian that the patron's account is about to expire. **Important** This notice will appear on the patron's record in the staff client. .. _patrons-notices-prefs-label: Notices and notifications ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ .. _autoemailopacuser-label: AutoEmailOpacUser ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Asks: \_\_\_ an email to newly created patrons with their account details. Default: Don't send Values: - Don't send - Send Description: - AutoEmailOpacUser allows library users to be notified by email of their account details when a new account is opened at the email address specified in the :ref:`AutoEmailPrimaryAddress` preference. The email contains the username and password given to or chosen by the patron when signing up for their account and can be customized by editing the `ACCTDETAILS <#ACCTDETAILS>`__ notice. .. _autoemailprimaryaddress-label: AutoEmailPrimaryAddress ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Asks: Use \_\_\_ patron email address for sending out emails. Default: first valid Values: - alternate - cardnumber as - home - work - first valid Description: - If you choose 'first valid' as the value for AutoEmailPrimaryAddress the system will check the email fields in this order: home, work, then alternate. Otherwise the system will use the email address you specify. .. _enhancedmessagingpreferences-label: EnhancedMessagingPreferences ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Asks: \_\_\_ staff to manage which notices patrons will receive and when they will receive them. Default: Allow Values: - Allow - Don't allow **Important** This only applies to certain kinds of notices, overdue notices will be sent based on the :ref:`library's rules `, not the patron's choice. **Note** To manage if patrons have also access to these settings, use :ref:`EnhancedMessagingPreferencesOPAC`. Description: - These messages are in addition to the overdue notices that the library sends. The difference between these notices and overdues is that the patron can opt-in and out of these. Setting this preference to 'Allow' will allow staff to choose for patrons to receive any one of the following messages: - Item checkout: A notice that lists all the of the items the patron has just checked out and/or renewed, this is an electronic form of the checkout receipt - Item due: A notice on the day and item is due back at the library - Hold filled: A notice when you have confirmed the hold is waiting for the patron - Item checkin: A notice that lists all the of the items the patron has just checked in - Advanced notice: A notice in advance of the patron's items being due (staff can choose the number of days in advance) .. _enhancedmessagingpreferencesopac-label: EnhancedMessagingPreferencesOPAC ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Asks: \_\_\_ patron messaging setting on the OPAC Default: Show Values: - Don't show - Show **Important** :ref:`EnhancedMessagingPreferences` must be enabled for messaging options to show in the OPAC Description: - These messages are in addition to the overdue notices that the library sends. The difference between these notices and overdues is that the patron can opt-in and out of these. Setting this preference to 'Allow' will allow patrons to choose to receive any one of the following messages: - Item checkout: A notice that lists all the of the items the patron has just checked out and/or renewed, this is an electronic form of the checkout receipt - Item due: A notice on the day and item is due back at the library - Hold filled: A notice when you have confirmed the hold is waiting for the patron - Item checkin: A notice that lists all the of the items the patron has just checked in - Advanced notice: A notice in advance of the patron's items being due (The patron can choose the number of days in advance) .. _fallbacktosmsifnoemail-label: FallbackToSMSIfNoEmail ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Asks: \_\_\_ Send purchase suggestion messages by SMS if no patron email is defined. Default: Disable Values: - Disable - Enable Description: - This system preference only applies to notices related to suggestions. If a patron has no email address and has an SMS alert number, the suggestions notices will be sent to their SMS number. .. _smssenddriver-label: SMSSendDriver ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Asks: Use the SMS::Send:: \_\_\_ driver to send SMS messages. **Note** This may not work with all providers. **Important** Please refer to your national laws concerning the sending of bulk SMS messages before enabling this feature. Description: - There are two options for using SMS in Koha. You can use the Email protocol for free by entering 'Email' as the SMSSendDriver or you can pay for a SMS driver. Some examples of values for the driver are: - SMS::Send::Us::Ipipi - SMS::Send::US::TMobile - SMS::Send::US::Verizon - SMS::Send::IN::Unicel Additional values can be found here: http://search.cpan.org/search?query=sms%3A%3Asend&mode=all **Important** Only drivers available as Perl modules will work in this preference, so make sure a Perl module is available before choosing an SMS service. Once a driver is entered in the preference an option will appear in the staff client and the OPAC on the patron messaging form to choose to receive messages as SMS |image105| **Important** You must allow :ref:`EnhancedMessagingPreferences` for this to work. .. _smssenduserdetails-label: SMSSendUsername, SMSSendPassword and EmailSMSSendDriverFromAddress ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Asks: Define a username/login \_\_\_ and a password \_\_\_. Override from address with \_\_\_ for emails sent using "Email" send driver. Description: - Some SMS gateway providers require username and password credentials and these can be entered here. Additionally, one specific email address may be required as sender (from address) for all emails sent by the Email SMS send driver. .. _talkingtechitivaphonenotification-label: TalkingTechItivaPhoneNotification ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Asks: \_\_\_ patron phone notifications using Talking Tech i-tiva (overdue notices, advance notices and holds notices are currently supported). Default: Disable Values: - Disable - Enable Description: - To learn more about setting up this third party product view the :ref:`Talking Tech ` chapter. **Important** Requires that you have :ref:`EnhancedMessagingPreferences` set to Allow to use. .. _useemailreceipts-label: UseEmailReceipts ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Asks: \_\_\_ email receipts to patrons for payments and writeoffs. Default: Don't send Values: - Don't send - Send Description: - If set to 'Send', Koha will send emails to the patrons for each payment or writeoff done in their account. **Note** - The letters used are ACCOUNT\_PAYMENT and ACCOUNT\_WRITEOFF - You can edit them in the :ref:`Notices & slips ` tool. .. _patrons-patron-forms-prefs-label: Patron forms ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ .. _automembernum-label: autoMemberNum ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Asks: \_\_\_ default the card number field on the patron addition screen to the next available card number Default: Do Values: - Do - If the largest currently used card number is 26345000012941, then this field will default to 26345000012942 for the next patron - Don't Description: - This preference determines if the patron's barcode is automatically calculated. This prevents the person setting up the library card account from having to assign a number to the new card. If set to 'Do' the system will calculate a new patron barcode by adding 1 to the maximum barcode already present in the database. .. _borrowermandatoryfield-label: BorrowerMandatoryField ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Asks: The following database columns must be filled in on the patron entry screen: \_\_\_ Default: surname\|cardnumber\| Description: - This preference enables the system administrator to choose which fields your library would like required for patron accounts. Enter field names separated by \| (bar). This ensures that basic information is included in each patron record. If a patron leaves one of the required fields blank an error message will issue and the account will not be created. **Important** Separate columns with \| **Note** For help with field names, ask your system administrator or `view the database structure `__ associated with the borrowers table. **Note** If either :ref:`PatronQuickAddFields` or :ref:`BorrowerMandatoryField` (or both) is set, a button labeled "Quick add new patron" will be displayed in the "Patrons" toolbar. .. _borrowerstitles-label: BorrowersTitles ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Asks: Borrowers can have the following titles \_\_\_ Default: Mr\|Mrs\|Miss\|Ms Description: - This preference allows the staff to choose the titles that can be assigned to patrons. The choices present as a drop down list when creating a patron record. **Important** Input multiple choices separated by \| .. _borrowerunwantedfield-label: BorrowerUnwantedField ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Asks: The following database columns will not appear on the patron entry screen: \_\_\_ Description: - This preference enables the system administrator to choose which fields your library doesn't need to see on the patron entry form. Enter field names separated by \| (bar). **Important** Separate columns with \| **Note** For help with field names, ask your system administrator or `view the database structure `__ associated with the borrowers table. .. _cardnumberlength-label: CardnumberLength ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Asks: Card numbers for patrons must be \_\_\_ characters long. Description: - The length can be a single number to specify an exact length, a range separated by a comma (i.e., 'Min,Max'), or a maximum with no minimum (i.e., ^,Max'). If 'cardnumber' is included in the :ref:`BorrowerMandatoryField` list, the minimum length, if not specified here, defaults to one. .. _collapsefieldspatronaddform-label: CollapseFieldsPatronAddForm ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Asks: When adding new patrons or editing existing patrons, collapse the following fields from the full form (can still be expanded later) Values: - Additional attributes and identifiers - Alternate address - Alternate contact - Contact information - Guarantor information - Housebound roles - Library management - Library setup - Main address - OPAC/Staff login - Organization/Patron identity - Patron account flags (existing patrons) - Patron messaging preferences - Patron restrictions (existing patrons) Description: - This system preference allows you to temporarily hide sections from the patron add form and the patron editing form. The sections will be collapsed and staff will be able to expand them if needed. - If you would rather completely hide sections, without the possibility of expanding them, enter the field names in :ref:`BorrowerUnwantedField`. .. _patronduplicatematchingaddfields-label: PatronDuplicateMatchingAddFields ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Asks: The following database columns: \_\_\_ will be used to detect possible duplicates when adding a new patron. Default: surname\|firstname\|dateofbirth Description: - This system preference allows you to choose which fields will be used to detect duplicate patrons. .. _patronquickaddfields-label: PatronQuickAddFields ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Asks: \_\_\_ (separate columns with \|) add these fields to the patron quick add form when entering a new patron. Displays only mandatory fields and fields specified here. If applicable, the guarantor form will be shown as well, individual fields in that form will be ignored. Default: blank **Note** See the `database schema (borrowers table) `__ to know the field names. **Note** If either :ref:`PatronQuickAddFields` or :ref:`BorrowerMandatoryField` (or both) is set, a button labeled "Quick add new patron" will be displayed in the "Patrons" toolbar. **Note** It is possible to add custom :ref:`patron attributes ` in the quick add form with the following syntax: patron_attr_N (for example patron_attr_2). The N refers to the id of the attribute and requires a bit of guesswork (normally it will be the order in which you entered them in the :ref:`patron attribute types section of the administration module `). .. _uppercasesurnames-label: uppercasesurnames ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Asks: \_\_\_ store and display surnames (last names) in upper case. Default: Don't Values: - Do - Don't .. _patrons-patron-relationships-prefs-label: Patron relationships ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ .. _allowstafftosetcheckoutsvisibilityforguarantor-label: AllowStaffToSetCheckoutsVisibilityForGuarantor ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Asks: \_\_\_ staff to set the ability for a patron's checkouts to be viewed by linked patrons in the OPAC. Default: Don't allow Values: - Don't allow - Allow Description: - This system preference controls whether the staff can see the option to show the checkouts to linked patrons in the OPAC. |image1472| .. _allowstafftosetfinesvisibilityforguarantor-label: AllowStaffToSetCFinesVisibilityForGuarantor ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Asks: \_\_\_ staff to set the ability for a patron's fines to be viewed by linked patrons in the OPAC. Default: Don't allow Values: - Don't allow - Allow Description: - This system preference controls whether the staff can see the option to show the fines to linked patrons in the OPAC. |image1472| .. _borrowerrelationship-label: borrowerRelationship ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Asks: Guarantors can be the following of those they guarantee \_\_\_ Default: father\|mother Description: - This preference enables the system administrator to define valid relationships between a guarantor (usually a parent) and a guarantee (usually a child). Defining values for this field does not make the guarantor field required when adding a guarantee type patron. This preference creates a drop down list identifying the relationship of the guarantor to the guarantee. To disable the ability to add children types in Koha you can leave this field blank. **Important** Input multiple choices separated by \| .. _prefillguaranteefield-label: PrefillGuaranteeField ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Asks: When adding a guarantee to a guarantor patron fill the following fields in the guarantee's member entry form from the guarantor's record: \_\_\_ Default: - Contact - Primary email - Contact - Primary phone - Main address - Address - Main address - City - Main address - Country - Main address - State - Main address - ZIP/Postal code - Main address - street number Description: - This system preference is used to copy information from a guarantor account to a guarantee account when using the 'Add guarantee' button .. _patronsprivacy-label: Privacy ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ .. _gdpr-policy-label: GDPR\_Policy ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Asks: Set GDPR policy to \_\_\_ GDPR is the EU General Data Protection Regulation. When you enforce, patrons need to give consent before using the OPAC. If you set to permissive, Koha will warn but not enforce. NOTE: If you enable this you will also have to set the URL of your public privacy policy with the PrivacyPolicyURL setting. Default: Disabled Values: - Disabled - Enforced - Permissive Description: - This system preference enables a GDPR consent form to appear on the OPAC when a patron attempts to login. If this preference is set as Enforced then when a patron attempts to log into the OPAC a GDPR consent form be presented to them. The patron will have to provide consent to the library's GDPR policy before they can gain access to their account details. If the patron does not consent to the GDPR policy they will be logged out of their account. If the preference is set to Permissive then the patron will be presented with the GDPR consent form but they will not be required to give consent to access their patron account. If the preference is set to Disabled then no GDPR consent form will appear when patron logs into the OPAC. .. _privacy-policy-url-label: PrivacyPolicyURL ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Asks: Use the following URL \_\_\_ to refer to your local privacy policy in messages about privacy and data protection. Default: blank **Important** If you enforce GDPR policy, make sure that this page is not blocked. **Note** The URL is only displayed if :ref:`GDPR\_Policy ` is set. .. _unsubscribereflectiondelay-label: UnsubscribeReflectionDelay, PatronAnonymizeDelay and PatronRemovalDelay ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Asks: Lock/expire patrons that submitted an unsubscribe request (refused consent) after \_\_\_ days, anonymize locked/expired accounts after \_\_\_ days and remove anonymized patron accounts after \_\_\_ days. Description: - This system preference is used to purge accounts of patrons who have opted out/refused consent in the GDPR consent form (see :ref:`GDPR\_Policy `). - The first box is the number of days after which an opt-out patron's account should be locked (equivalent of having entered the wrong password too many times) - The second box is the number of days after which locked account should be anonymized - The third box is the number of days after which anonymized accounts are deleted .. _patrons-security-prefs-label: Security ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ .. _failedloginattempts-label: FailedLoginAttempts ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Asks: Block a patron's account if it reaches \_\_\_ failed login attempts. Default: blank Description: - This is used to block a patron's account after they entered the wrong password too many times .. _minpasswordlength-label: minPasswordLength ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Asks: Login passwords for staff and patrons must be at least \_\_\_ characters long. Default: 8 **Important** This applies to both the staff login and the patron OPAC login. .. _requirestrongpassword-label: RequireStrongPassword ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Asks: \_\_\_ a strong password for staff and patrons Default: Require Values: - Don't require - Require Description: - If set to 'require' this system preference will require patron and staff passwords to contain at least one digit, one lowercase and one uppercase.