OPAC
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.
Para más información sobre la búsqueda vea en el capítulo “Buscar” de este manual.
Results overview
Después de realizar una búsqueda, el número de resultados de su búsqueda aparecerá encima de los resultados
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.
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.
Bajo cada título verá la disponibilidad de los ejemplares asociados al registro.
Nota
Aun cuando haya filtrado para una sede todas las ubicaciones que disponen del ejemplar aparecerán en los resultados de búsqueda.
Importante
El estado de reserva de un ejemplar no afecta su disponibilidad hasta que dicho ejemplar esté en estado “esperando”. Aquellos ejemplares que se encuentren reservados y en estantería se mostrarán como disponibles hasta que un bibliotecario los haya levantado de la estantería y los haya marcado como “esperando”.
If you have turned on Enhanced content system preferences preferences you may have book jackets on your search results.
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.
If you performed an advanced search you see an option to go back and edit your advanced search blow the list of results pages.
Filtros
To filter your results click on the links below the “Refine your search” menu on the left of your screen
Depending on your setting for the DisplayLibraryFacets system preference you will see filters for your home, holding or both libraries.
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.
Search RSS feeds
Usted podrá suscribirse a sus resultados de búsqueda con un feed RSS haciendo clic en el icono de RSS en la barra de direcciones o al lado del número de resultados. Para obtener más información acerca de lo que son los feed RSS echa un vistazo a este video tutorial.
Suscribirse a los resultados de búsqueda con un feed RSS le permitirá ver cuando un nuevo ítem se agrega al catálogo en su área de interés.
Bibliographic record
Al hacer clic en un título de los resultados de la búsqueda, es llevado a los detalles del registro bibliográfico. Esta página está dividida en varias áreas distintas.
En la parte superior de la pantalla será el título y la GMD:
Bajo el título se listarán los autores. Esto proviene de sus campos 1xx y 7xx. Haciendo clic en el autor se buscarán otros títulos con ese autor.
Si usted tiene un archivo de autoridad verá una lupa a la derecha de las autoridades de autor (o de otros). Al hacer clic en la lupa le llevará directamente al registro de autoridad.
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.
A continuación vamos a ver la descripción del registro que está viendo:
A continuación de esta información se encuentran los encabezamientos de materia, haciendo clic sobre ellos se pueden buscar otros títulos sobre temas similares
If your record has a table of contents or summary it will appear next to the “Summary” or “Table of contents” label
If your record has data in the 856 fields you’ll see the links to the right of the “Online resources” label
Si el título que está viendo se encuentra en una lista pública entonces usted verá una lista a la derecha de la etiqueta “Lista(s) en que aparece este ítem” y si tiene etiquetas aparecerán debajo de las etiquetas “etiquetas de esta biblioteca”
En las pestañas de abajo los detalles usted encontrará la información de ejemplares
Nota
You can customize the columns of this table in the “Table settings” section of the Administration module (table id: holdingst).
Any notes (5xx fields) that have been cataloged will appear under “Title notes”
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.
Nota
You can customize the columns of this table in the “Table settings” section of the Administration module (table id: subscriptionst).
Si usted está permitiendo comentarios aparecerán en la siguiente pestaña
Y finalmente si ha habilitado FRBR y tiene otras ediciones del título de su colección verá la pestaña “Ediciones”.
A la derecha de los detalles encontrará una serie de recuadros. El primer recuadro es una lista de botones para ayudar a navegar en los resultados de la búsqueda. Desde allí se puede ver el resultado siguiente o anterior de su búsqueda o regresar a los resultados.
Clicking “Browse results” at the top of the right column will open up your search results on the detail page
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.
Clicking “More searches” will show the list of libraries you entered in your OPACSearchForTitleIn preference
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.
Si en algún momento desea cambiar la vista de “Normal” para ver el Marc o el ISBD puede hacer clic en las pestañas en la parte superior del registro
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.
Listas
Patrons can manage their own private lists by visiting the “your lists” section of their account.
Creating lists
Lists can also be created by choosing the “New list” option in the “Add to” menu on the search results
To create a list the patron simply needs to click the “New list” link and populate the form that appears
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)
Importante
If you aren’t allowing patrons to create public lists with the OpacAllowPublicListCreation preference then patrons will only be able to create private lists.
Finalmente decida cuáles serán sus permisos en la lista. Usted puede o no permitir todo:
alguien más para agregar entradas
cualquiera elimine sus entradas contribuidas
Nota
El propietario de una lista siempre se le permite Añadir entradas, pero necesita permiso para eliminar.
cualquier persona para eliminar otras entradas contribuidas.
Adding titles to lists
Los títulos se pueden agregar a las listas desde los resultados de búsqueda y/o desde el registro bibliográfico. Sobre las opciones de resultados de la búsqueda para agregar ítems a la lista que aparece debajo de cada resultado y en la parte superior de la página de resultados
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.
El contenido de la lista será similar a las páginas de resultados, excepto que habrá diferentes opciones de menú en la parte superior de la lista.
A la derecha del titulo de la lista hay un icono RSS que le permite suscribirse a actualizaciones de la lista.
Usando el menú de opciones sobre la lista se pueden colocar varios ítems en reserva, descargar el contenido de la lista, enviar la lista por correo electrónico o imprimir la lista.
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
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.
Para modificar el título de la lista o los patrones de ordenación haga clic en el enlace “Editar” a la derecha de la descripción de la lista.
Al hacer clic en “Eliminar” al lado de una lista, se le pedirá que confirme que desea eliminar de la lista.
La lista no se eliminará hasta que haga clic en el botón “Confirmar” a la derecha de la lista que desea eliminar.
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.
Una vez que el archivo es subido se presenta un mensaje de confirmación.
= prestar un ítem a un socio
Carrito
Adding titles to the cart
Los títulos pueden ser agregados a la cesta desde los resultados de búsqueda y/o desde el registro bibliográfico. En la página de resultados de búsqueda la opción para agregar títulos a la cesta aparece debajo de cada resultado y en la parte superior de la página
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
From the results you will see which items are in your cart and will be able to remove those items by clicking “(remove)”.
Managing the cart
Una vez que haya devuelto todos los ítems para el socio que se puede imprimir un recibo: haga clic en el botón Imprimir en la parte superior de la pantalla y seleccione “Imprimir tira”
En esta ventana se presentan varias opciones. En la parte superior de la cesta hay varios botones.
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).
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.
Importante
El carrito puede ser enviado por correo solamente para usuarios que se han autenticado/conectado. Esto previene que la función de envío de correo electrónico sea usado para envío de correo basura o mal intencionado.
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.
Por último, puede imprimir el contenido de su cesta eligiendo el enlace “Imprimir”.
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
Cuando está visualizando una lista o una página de resultados de búsqueda verá la opción de hacer una reserva por debajo de la información básica sobre el título
Cuando se visualiza un título individual verá la opción de hacer una reserva en la casilla en la parte derecha de la pantalla
No importa en cuál de los enlaces anteriores haga clic para hacer una reserva, se le redirigirá a la misma pantalla de reserva.
Marque la casilla a la izquierda de los ítems que desea reservar
El título incluye un enlace a la página de detalles del registro
La prioridad indica su posición en la cola de reservas
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.
Si quieres ver más detalles puede marcar la casilla de verificación “Mostrar todos los detalles”
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
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.
Importante
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
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.
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.
In the detailed record. the “Place recall” option appears on the right side of the screen (or bottom in mobile view) in the options
Either of those links will lead to the recall form.
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
Etiquetado
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.
Para agregar etiquetas a un título, escriba las etiquetas (separadas por comas) en el cuadro de entrada “Nueva etiqueta” y haga clic en “Agregar”. Se le mostrará una página de confirmación de las etiquetas que se agregarán.
En la página de resultados también puede etiquetar ítems en conjunto haciendo clic en las casillas de verificación de la izquierda y luego haciendo clic en el botón “Etiqueta” en la parte superior. Después de hacer clic el botón se cambiará a un cuadro de entrada que le permitirá agregar etiquetas a todos los títulos que ha seleccionado.
Emojis can also be included using the emoji picker when adding tags
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.
Asegúrese que tiene instalado Zotero en su navegador Firefox. Podrá ver un icono de la carpeta a la derecha de la URL en la barra de direcciones. Al hacer clic en ese icono se abrirá la lista de títulos de la página para que usted escoja algunos para añadir a Zotero.
Seleccione los títulos que desee agregar a Zotero y luego haga clic en el botón “Aceptar”. Esto agregará los títulos seleccionados a Zotero. Usted puede ver los títulos abriendo su librería de Zotero.
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.
El resultado debería ser colocado en un directorio accesible para la interfaz web del OPAC (o administrativo) para que los usuarios pueden descargar el feed RSS.
Un ejemplo de uso se puede encontrar en: 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.
El archivo de configuración (por ejemplo, lastAcquired.conf) incluye
nombre del archivo de plantilla a utilizar
ruta del archivo de salida
consulta SQL
The RSS cron job runs the SQL query, then feeds the output of the query through the template to produce the output file.
Importante
To use custom RSS feeds you need to turn on the RSS cron job.
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.
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.
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.
Los usuarios registrados de esta manera no tendrán un número de carné hasta que sea asignado por un bibliotecario, pero tendrá acceso a todas la funcionalidades del OPAC inmediatamente. Por esta razón se recomienda:
set up a provisional patron category for self registered patrons (such as “Self Registered) instead of using an existing patron category and set that value in the PatronSelfRegistrationDefaultCategory preference
give this patron category minimal circulation privileges in the Circulation and fines rules (such as allowing a couple holds, but no check outs)
De ésta manera los usuarios tendrán que llegar a la biblioteca para verificar su identidad antes de proporcionar un número de carné y la habilidad de poder prestar algunos ítems; o la biblioteca tendrá que tomar políticas internas para la generación de números de carné antes proveerles a ellos el auto registro de usuarios. Una vez esto se ha efectuado, la biblioteca puede cambiar la categoría a una más apropiada (sea una adulta, residente, no residente, estudiante, etc.) y agregar un número de carné/código de barras.
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.
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.
Once clicked, they will be presented with a form asking for their username and their email address.
Advertencia
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
The system will then email the patron instructions for resetting their password.
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.
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.
A note will display if the patron cannot place holds due to their charges exceeding the value set in the maxoutstanding system preference.
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.
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.
Then on the patron’s record set the value for SHOW_BCODE to yes.
Esto agregará una columna al resumen de préstamos en el OPAC que muestra a los usuarios los códigos de barra de los ítems que tienen prestados.
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.
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.
Al hacer clic en la pestaña “Atrasado” sólo se mostrarán los ítems que están atrasados.
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.”
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 “Holds” tab shows the patron the status of all of the items they have on hold.
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.
They can also suspend all of their holds indefinitely or until a specific date if they choose by filling in the suspend options at the bottom of the page.
Nota
If 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 patron can cancel a recall by clicking the “Cancel” button, provided that it is not already awaiting pickup.
Patron flags
Si usted tiene indicadores en las cuentas de sus usuarios ellos podrán ver alguno de los siguientes mensaje de error en la parte de superior de su cuenta.
Carnet marcado como perdido
Dirección de usuario dudosa
Nota
this error message will not include a link to the update form if you have OPACPatronDetails set to “Don’t allow”
Usuario marcado como no autorizado
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.
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.
Después de hacer clic en el botón Reservar el usuario será conducido a su página de cuenta donde van a ver todos los ítems que tienen en reserva.
After paying they will be presented with a confirmation
And you will see that the fine was paid using PayPal on the staff side.
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.
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.
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.
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.
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.
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.
El historial de búsqueda es un registro de todas las búsquedas realizadas por el usuario. Al hacer clic en cualquiera de las frases de búsqueda volverá a ejecutar la búsqueda. El historial de búsquedas puede ser borrado por el socio en cualquier momento haciendo clic en el enlace “Borrar el historial de búsqueda” que se encuentra en la parte superior de esta pestaña o haciendo clic en el la pequeña “x” junto al vínculo «Historial de búsquedas» en la parte superior derecha del OPAC.
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.”
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.
Los usuarios pueden elegir entre tres opciones:
Para siempre: almacenar mi historial de lecturas sin límite. Esta es la opción para usuarios que desean preservar qué están leyendo.
Predeterminado: guardar mi historial de lectura según leyes locales. Esta es la opción predeterminada: la biblioteca almacenará su historial de lectura durante el tiempo permitido por las leyes locales.
Nunca: Eliminar mi historial de lecturas inmediatamente. Esto eliminará todos registro de items prestados o devueltos.
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.
Independientemente de la elección del usuario se puede borrar en conjunto su historial de lectura en cualquier momento haciendo clic en el botón “borrado inmediato”.
Al hacer clic en este botón no eliminará los ítems que actualmente están prestados, pero se borrará el historial de lectura pasado del usuario.
Importante
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.
When the guarantor logs in they will see a tab labeled «Relatives” checkouts» on their summary tab.
Your holds history
If the OPACHoldsHistory system preference is set to “Allow”, patrons will be able to see all their current and past holds.
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.”
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).
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.
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.
If you are using the Itiva Talking Tech service you will see an additional column to receive these messages via Phone.
Estas notas son:
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
Los usuarios pueden elegir en recibir sus avisos como un resumen haciendo clic en la casilla “¿Solamente resumen?” junto con el método de entrega. Un resumen es una combinación de todos los mensajes de ese tipo (es decir, todos los ítems debidos en 3 días en un solo correo electrónico) en un correo electrónico en vez de múltiples correos electrónicos para cada aviso.
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.
Importante
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.
Ask for a discharge
If you have enabled the useDischarge preference then patrons will be able to request a discharge via the OPAC.
From here patrons can request a discharge
And will receive confirmation of their request.
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.
To place a new interlibrary loan request click on ‘Create a new request’ and choose a request form.
Nota
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.
Nota
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.
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 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.
Habrá un enlace cuando el usuario no encuentra nada en su búsqueda.
There will be a “Suggest for purchase” option in the detailed view of a bibliographic record.
And there will be a link in the Your purchase suggestions tab in the patron’s account.
Al hacer clic en cualquiera de estos enlaces se abrirá el formulario de sugerencias de compra.
The informational text at the top of the form can be replaced using the HTML customizations tool, display location OpacSuggestionInstructions.
From the form only the “Title” is required by default.
Mandatory fields can be set using the OPACSuggestionMandatoryFields system preference.
The OPACSuggestionUnwantedFields system preference can be used to hide unnecessary fields.
The item type list can be edited by editing the SUGGEST_FORMAT authorized value list.
The “Reason for suggestion” list can be edited by editing the OPAC_SUG authorized value list.
You can change the text at the top of the form using the HTML customizations tool
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.
Comentarios
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.
Si el usuario ha abierto sesión con su cuenta verá un enlace para agregar un comentario al registro. Al hacer clic en este enlace se abrirá una ventana con una caja para introducir sus comentarios.
Una vez que el comentario haya sido escrito y se haga clic en el botón “Enviar”, el usuario podrá ver su comentario como pendiente y los otros usuarios verán que no hay ningún comentario nuevo sobre el tema.
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.
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).
If you have your OpacShowRecentComments set to show then you’ll see the approved comments on that page.
Desde esta página los usuarios podrán suscribirse a los comentarios recientes utilizando RSS si así les parece.