أوباك

Search results

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

Library catalog search box at the top of the page in the OPAC

لمعرفة المزيد تأكيدات البحث من '` البحث <#searching>`__' الفصل في هذا الدليل.

Results overview

بعد إجراء بحث فإن عدد نتائج البحث التي تم العثور عليها لـتظهر أعلى نتائج

image938

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

image939

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

image940

Below each title you will see the availability for the items attached to the record.

Note

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

Important

An item's hold status doesn't not affect whether or not the item is 'available' until the item is in 'waiting' status. Items with on-shelf holds will show as available until a librarian has pulled them from the shelf and checked the item in make it show 'waiting'.

image941

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

image942

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

image943

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

image1295

مرشحات

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

image944

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

image1296

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

image1297

Search RSS feeds

You will be able to subscribe to your search results as an RSS feed by clicking the RSS icon in your address bar or next to the number of results. To learn more about what RSS feeds are check out this tutorial video.

image945

الاشتراك في نتائج البحث عن طريق تغذية الـ RSS يسمح لك أن ترى عندما يتم إضافة مادة جديدة إلى النشرة المصورة في اهتماماتك.

Bibliographic record

عند النقر على عنوان من نتائج البحث، وكنت أحضرت لكم إلى تفاصيل الببليوغرافية من السجل. يتم تقسيم هذه الصفحة إلى الأسفل في عدة مجالات مختلفة.

على أعلى الشاشة سيكون العنوان وفي GMD :

image946

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

image947

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

image948

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

image949

التالي سترى وصف للسجل الذي تستعرضة:

image950

بعد هذه المعلومات سوف تجد عناوين المواضيع التي يمكن النقرعليها للبحث عن عناوين أخرى حول مواضيع مماثلة

image951

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

image952

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

image953

إذا كان العنوان الذي تشاهده في القائمة العامة ثم سترى قائمة من تلك التي على يمين 'قائمة (القوائم) هذه المادة تظهر في "التسمية وإذا كان لديه به أنها سوف تظهر أسفل الكلمات وتسمية ' الوسوم من هذه المكتبة "

image954

في التبويبات بالأسفل سوف تجد تفاصيل بيانات المقتنيات

image955

Note

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

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

image956

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

image1498

Note

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

إذا كنت تسمح بالتعليقات سوف تظهر في التبويب التالي

image957

وأخيرا إذا كان لديك تمكين FRBR وكان لديك طبعات اخرى من العنوان في المجموعة الخاصة بك سوف ترى تبويب "الطبعات".

image958

إلى اليمين من التفاصيل ستجد الدوريات في مربع من المربعات. المربع الأول عبارة عن قائمة من الأزرار للمساعدة على التنقل في نتائج البحث. من هناك يمكنك ان ترى النتيجة التالية أو السابقة من البحث أو العودة إلى النتائج.

image959

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

image960

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

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

List of options: Place hold, Place recall, Print, Request article, Save to your lists, Add to your cart, Suggest for purchase, Save record, More searches

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

image962

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

image963

إذا في أي وقت تريد تغيير طريقة العرض من طريقة العرض "عادي" لرؤية أو ISBD مارك ويمكنك النقر فوق التبويب في أعلى السجل

image964

Lists and the cart

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

قوائم

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

image965

Creating lists

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

image966

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

image967

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

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

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

    Important

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

    image968

  • Finally decide what your permissions will be on the list. You can all or disallow:

    • أي شخص آخر لإضافة مدخلات.

    • أي أحد لإزالة مدخلات المساهمين الخاصة به.

      • Note

        مسموح لمالك القائمة دائما بإضافة مدخلات، لكنه يحتاج صلاحية للحذف.

    • anyone to remove other contributed entries

Adding titles to lists

يمكن إضافة عناوين إلى القوائم من نتائج البحث و / أو من السجل الببليوجرافية. نتائج البحث عن خيارات لإضافة مادة إلى قائمة تظهر أسفل كل نتيجة وعبر الجزء العلوي من صفحة النتائج

image969

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

Viewing lists contents

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

image970

محتويات القائمة تبدو مشابهة لصفحات نتائج البحث إلا أنه سيكون هناك خيارات القائمة مختلفة في أعلى القائمة.

image971

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

باستخدام خيارات القائمة أعلى القائمة يمكنك وضع مواد متعددة في الحجز، تحميل محتويات القائمة، وقائمة البريد الإلكتروني أو طباعة القائمة .

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

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

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

    image972

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

Managing lists

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

image973

لتحرير عنوان القائمة أو ترتيب المستفيد انقر على رابط 'تحرير' إلى اليمين من وصف القائمة.

image974

عند النقر على "حذف" بجوار القائمة سوف منك تأكيد أنك تريد حذف القائمة.

image975

لن يتم حذف القائمة حتى يتم النقر على زر 'تأكيد' على يمين القائمة التي ترغب في حذفها.

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

image1298

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

image976

and will send a message to that patron.

سلة

Adding titles to the cart

يمكن إضافة عناوين إلى السلة من نتائج البحث و / أو من السجل الببليوجرافية. خيارات نتائج البحث لإضافة مادة إلى السلة تظهر أسفل كل نتيجة وعبر الجزء العلوي من صفحة النتائج

image977

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

image978

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

image1299

Managing the cart

Once you have titles in your cart you can manage the contents by clicking on the 'Cart' button usually found at the top of the screen. Your cart will open in a new window.

image979

من هذه النافذة يتم تقديمك مع العديد من الخيارات. عبر الجزء العلوي من السلة هي عدة أزرار.

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

image1300

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

image980

Important

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

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

image981

وأخيرا يمكنك طباعة محتويات سلة التسوق عن طريق اختيار رايط "طباعة" .

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

Placing holds

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

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

    image982

  • عند عرض صفحة نتائج البحث أو القائمة سترى خيار مكان المادة في الحجز اسفل المعلومات الأساسية عن العنوان

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

  • عند عرض العنوان الشخصي سترى الخيار لمكان الحجز في المربع على الجانب الأيمن من الشاشة

    image984

بغض النظر عن أي من الروابط أعلاه انقر فوق مكان الحجز الخاص بك ستنتقل إلى شاشة الحجز نفسها.

image985

  • ضع علامة في المربع الموجود على يسار المواد التي ترغب في حجزها

  • العنوان يتضمن وصلة الى صفحة التفاصيل للسجل

  • تظهر الأولوية في قائمة انتظار الحجز هذا سوف يسقط

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

  • إذا ما أردتَ أن ترى المزيد من التفاصيل بإمكانك أن تفعل ذلك بإختيارك 'أعرض كل التفاصيل'.

    Place hold form with more options

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

      image1301

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

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

    • Important

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

  • If allowed by the OpacHoldNotes preference then patrons can leave notes about their holds for the library by clicking the 'Edit notes' button

    image986

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

    image987

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

Requesting recalls

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

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

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

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

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

    List of options: Place hold, Place recall, Print, Request article, Save to your lists, Add to your cart, Suggest for purchase, Save record, More searches

Either of those links will lead to the recall form.

The form to request a recall in the OPAC

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

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

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

Once the patron confirms their recall request, they will have get a message saying the the patron who currently has the item will be notified. The request will be added to the recalls tab in their account summary, as well as in their recall history list.

Enhanced content

وضع الوسوم

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

image988

لإضافة وسم إلى مادة واحدة، نوع التبويبات (مفصولة بفواصل) في مربع "وسم جديد" وانقر فوق "إضافة". وستقدم لك مع وسم تأكيد إضافتها.

image989

من النتائج يمكنك أيضا وضع وسم المواد بكميات كبيرة عن طريق النقر فوق المربعات على اليسار ثم النقر على زر 'وسم' في الأعلى. بعد النقر على الزر سوف تتغير في مربع الإدخال بالنسبة لك لإضافة وسوم إلى كافة المواد التي قمت بتحديدها.

image990

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

image1341

التعليقات

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

image991

إذا تم تسجيل دخول المستفيد في روابطهم التي سوف يرونها لإضافة التعليق على هذه المادة. النقر على هذا الرابط ستفتح النافذة المنبثقة مع الصندوق للتعليقات الخاصة بهم.

image992

بمجرد كتابة التعليق والنقر على زر "إرسال"، المستفيد سوف يرى التعليق كمعلقة وغيرها من المستفيدين سوف نرى ببساطة أنه لا توجد تعليقات على هذه المادة.

image993

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

image994

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

image995

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

image996

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

Zotero

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

عند نتائج البحث في الأوباك لنظام كوها، إذا قمت بتثبيت Zotero، سترى أيقونة المجلد في شريط العناوين إلى يمين عنوان URL. بالنقرعلى هذا المجلد سوف تفتح قائمة العناوين في الصفحة الخاصة بك للاختيار والإضافة إلى Zotero.

image997

حدد العناوين التي تريد إضافتها إلى Zotero ثم انقر فوق زر "موافق" . وهذا سوف يضيف العنوان الى Zotero. تستطيع أن ترىه في العنوان عن طريق فتح مكتبة Zotero .

image998

Custom RSS feeds

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

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

ويمكن الاطلاع على مثال للأستخدام في: misc/cronjobs/rss.pl lastAcquired.conf

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

ملف التكوين القوائم (على سبيل المثال، lastAcquired.conf)

  • اسم ملف القالب لأستخدام

  • مسار ملف الإخراج

  • الاستعلام SQL

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

Important

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

OPAC self registration

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

image999

When the patron clicks the 'Register here' link they will be brought to a registration page. The options on the registration page can be controlled by editing the PatronSelfRegistrationBorrowerMandatoryField and the PatronSelfRegistrationBorrowerUnwantedField preferences.

image1000

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

image1001

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

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

Your account

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

Once logged in patrons are brought to their account summary.

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

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

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

Resetting your password

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

Under the login fields, there is a 'Forgot your password' link

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

The password recovery form

تحذير

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

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

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

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

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

Your summary

From the 'your summary' tab, patrons will see all of the items they have checked out with the overdue items highlighted in red.

View of the account summary on the OPAC

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

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

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

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

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

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

An option to update auto-renewal preferences

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

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

image1005

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

image1006

وهذا إضافة عمود إلى ملخص المواد المُعارة في الأوباك يبين المستفيدين من باركود المواد التي المٌعارة.

image1007

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

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

image1391

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

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

انقر على تبويب "المتأخرة" سوف تظهر فقط المواد التي وصلت متأخرة.

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

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

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

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

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

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

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

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

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

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

Note

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

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

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

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

Patron flags

إذا كان لديك ` إشعار حساب المستفيد <#patronflags>`__ قد يرون إحدى رسائل الخطأ التالية في الجزء العلوي من حساباتهم.

  • البطاقة محددة كمفقودة

    image1011

  • عنوان المستفيد في السؤال

    image1012

    • Note

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

  • وضع علامة على المستفيد المقيد

    image1013

Your fines

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

image1014

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

image1306

At the bottom the patron will see the option to pay with PayPal for the items they have checked.

image1015

After paying they will be presented with a confirmation

image1307

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

image1308

Your personal details

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

image1016

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

image1017

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

image1018

Your tags

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

image1019

Change your password

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

image1020

Your search history

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

image1021

تاريخ البحث هو التسجيلة لجميع عمليات البحث التي يقوم بها المستفيدين. النقر على أي من عبارات البحث سوف يتم إعادة تشغيل البحث للمستفيد. يمكن حذف تاريخ البحث من قبل المستفيد في أي وقت بالنقر على 'حذف تاريخ البحث الخاص بك' الرابط الموجود في الجزء العلوي من علامة التبويب هذه أو بواسطة النقر على العنوان الأحمر 'x' إلى جانب رابط 'تاريخ البحث' في يمين الجزء العلوي من الأوباك.

image1022

Your checkout history

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

View of the patron's checkout history on the OPAC

Your privacy

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

image1024

يمكن للمستفيد الاختيار من بين ثلاثة خيارات:

  • دائماً: حافظ على سِجل قراءتي دون حدود. هذا هو الخيار بالنسبة للمستخدمين الذين يرغبون في متابعة ما يطالعون.

  • الافتراضي: الحفاظ على سِجل قراءتي وفقا للقوانين الداخلية. هذا هو الخيار الافتراضي: المكتبة ستبقي سِجل قراءاتك لمدة تسمح بها القوانين الداخلية.

  • أبداً: فورياً قم بحذف سجل قراءاتي . هذا سيحذف كل تسجيلات المواد التي أعيرت لك بالاعتماد على إعادتها.

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

بغض النظر عن اختيار المستفيد يمكن أن يحذف تاريخ القراءة بكميات كبيرة في أي وقت عن طريق النقر على زر 'حذف فوري ".

image1025

انقر على هذا الزر سوف يتم حذف المواد التي إعارتها حاليا، ولكن سوف يحذف سجل المستفيد في القراءة السابقة.

Important

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

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

image1309

When the guarantor logs in they will see a tab labeled "Relatives' checkouts" on their summary tab.

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

Your holds history

If the OPACHoldsHistory system preference is set to 'Allow', patrons will be able to see all their current and past holds.

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

Your purchase suggestions

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

image1026

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

Your messaging

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

image1027

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

image1028

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

image1029

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

image1311

  • ثلاث مرات في الإسبوع

    • Advanced notice: A notice in advance of the patron's items being due (The patron can choose the number of days in advance)

    • Item checkout: A notice that lists all the of the items the patron has just checked out and/or renewed, this is an electronic form of the checkout receipt

    • Hold filled: A notice when you have confirmed the hold is waiting for the patron

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

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

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.

If the TranslateNotices preference is set to Allow the patron will also see an option to choose 'Preferred language for notices' with a dropdown list of available languages.

Important

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

Your lists

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

image1030

Ask for a discharge

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

image1312

From here patrons can request a discharge

image1031

And will receive confirmation of their request.

image1032

Your routing lists

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

Your interlibrary loan requests

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

image1373

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

image1374

Note

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

Note

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

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

image1375

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

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

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

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

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

Your recalls history

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

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

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

Purchase suggestions

If your library has the suggestion preference set to 'Allow', patrons will have the option to make purchase suggestions in several areas in the OPAC.

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

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

سيكون هناك رابط عندما المستفيد يجد شيئا لبحثه.

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

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

List of options: Place hold, Place recall, Print, Request article, Save to your lists, Add to your cart, Suggest for purchase, Save record, More searches

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

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

انقر على أي واحدة من هذه الروابط سوف يفتح نموذج اقتراح الشراء.

New purchase suggestion form

Once the form is submitted the purchase suggestion will appear in the acquisitions module for the librarians to manage.

If a purchase suggestion has been ordered through the acquisitions module, the patron's purchase suggestion title will be clickable and bring the patron directly to the ordered record in the OPAC.