Utenti

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

Aggiungi un nuovo utente

Gli utenti sono aggiunti usando ilo modulo “Utenti”.

  • Vai a: Utenti

Una volta entrato, potrai aggiungere un nuovo utente.

  • Cliccare su “Nuovo utente”

    Drop down of patron categories when adding a new patron

  • I campi del modulo di aggiunta utente possono essere controllati tramite la preferenza di sistema BorrowerUnwantedField.

  • I campi obbligatori sono definiti nella preferenza di sistema BorrowerMandatoryField

  • First, enter the identifying information regarding your patron

    'Patron identity' section of the patron form

    • “Salutation” is populated by the BorrowersTitles system preference

    • Nota

      If you’d like to prevent full names from printing on slips and you’re not using the Initials or Other name fields for anything else, you can use them for shortened versions of the name to then be printed on the slip.

      Per esempio:

      Firstname: Nicole C.
      Surname: Engard
      Initials: NCE
      

      Poi sulla ricevuta sarà stampato il campo <<borrowers.initials>> invece del nome completo (NCE).

      Oppure si potrebbe fare qualcosa di simile:

      Firstname: Nicole
      Surname: Engard
      Initials: E
      

      Poi sulla ricevuta saranno stampati i campi <<borrowers.initials>>, <<borrowers.firstname>> invece del nome completo (E. Nicole).

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

    Note Guarantors can only be attached to patrons whose category is of the “Child”, “Professional” or “Organization” type.

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

    • If the guarantor is a patron of the library, click “Search to add” to search your system for an existing patron

      Search for patron pop up window

    • Click “Select” to choose the patron

      Lst of results from the patron search

    • Le relazioni sono impostate nella preferenza di sistema :referendum:`borrowerRelationship`

      Patron guarantor section of the add new patron form with a patron selected as guarantor

      Nota

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

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

  • Next enter the main address and contact information

    Main address section of the add new patron form

    Nota

    The street type is populated by the ROADTYPE authorized values

    image409

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

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

    'Alternate address' section of the patron form

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

    'Altenate contact' section of the patron form

  • La sezione di gestione della biblioteca include valori usati all’interno della biblioteca

    'Library management' section of the patron form

    • Il numero della tessera è calcolato automaticamente se la preferenza di sistema autoMemberNum lo prevede

      • Nota

        In un nuovo sistema appena installato, questo valore parte da 1 e viene incrementato di 1 ogni volta. Per partire da tuo attuale valore di barcode, insersci il primo barcode a mano nel record utente e salva il record. Successivamente il valore aumenterà di 1.

    • Se sbagli categoria utente all’inizio, lo puoi sistemare qui

    • Sort1 e 2 sono usati a scopo statistica nella biblioteca

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

    • “Check for previous checkouts” is used to set the patron’s personal preference regarding checking their circulation history to see if they have borrowed This item in the past. This overrides the setting of the patron category and of the CheckPrevCheckout system preference.

  • Next, the library set-up section includes additional library settings

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

    • La data di registrazione sarè riempita in automatico con la data di oggi

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

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

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

      Nota

      See also OPAC messages

    • The Circulation note is meant solely for your library staff and will appear when the circulation staff goes to check an item out to the patron

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

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

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

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

    'Housebound roles' section of the patron form

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

    'Additional attributes' section of the patron form

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

    'Patron messaging preferences' section of the patron form

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

  • Quando hai finito, clicca “Salva”

Se lo staff ha i permessi “reserveforothers” può fare tutte quelle azioni. Se vuoi aver maggior controllo sulle prenotazioni, scegli tra queste opzioni:

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

Nota

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

Se hai impostato un’età minima o massima per una categoria utente e l’età è obbligatoria, Koha ti avviserà se stai assegnando l’utente a una categoria non appropriata:

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

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

Quick add a patron

If your circulation desk is very busy and you want to register patron quickly, you can use the “quick add” feature. It’s a shortened version of the add patron form with only a couple of necessary fields to fill out.

This feature uses two system preferences: BorrowerMandatoryField and PatronQuickAddFields. These are the two system preferences that control which fields are in the quick add form.

To quick add a patron, go to the Patrons module

  • Vai a: Utenti

Click on the “Quick add new patron” button.

You will be asked to choose a patron category.

Then, you will be presented with a shortened form.

image1346

Once the form is filled out, click on “Save”.

If you need to access the full form, you can click on “Show full form” above the “Save” button.

Add a staff patron

All staff members must be entered into Koha as patrons of the “Staff” type. Follow the steps in Add a Patron to add a staff member. To give the staff member permissions to access the staff client, follow the steps in patron permissions

Importante

Ricordati di assegnare allo staff password e id sicuri; verranno usati per entrare nel client staff.

Add a statistical patron

One way to track use of in house items is to «check out» the materials to a statistical patron. The «check out» process doesn’t check the book out, but instead tracks an in house use of the item. To use this method for tracking in house use you first will need a patron category set up for your statistical patron.

image420

Next, you will need to create a new patron of the statistical type.

image421

Next, follow the steps put forth in the “Add a new patron” section of this manual. Since this patron is not a real person, simply fill in the required fields, the correct library and nothing else.

To learn about other methods of tracking in house use visit the tracking inhouse use section of this manual.

Duplicate a patron

Alcune volte devi aggiungere un’intera famiglia e non vuoi scrivere lo stesso indirizzo più volte. Koha ti permette di duplicare un utente e cambiare solo le parti che vuoi/devi cambiare.

  • Apri l’utente che vuoi usare come base di partenza (quello da cui vuoi duplicare le informazioni)

  • Clicca su “Duplica” in testa al record

    image422

  • Sono duplicabili tutti i campi ad eccezione di: “Nome”, “Numero di tessera” , la login e la password dell’Opac. Compila i campi mancanti e premi “Salva”

    image423

    • Nota

      Facendo clic in un campo che è già popolato con dati, verranno cancellate da quel campo tutte le informazioni (rendendo più facile per poter digitare in qualcosa di diverso)

  • Verrai portato alla pagina del nuovo utente

    image424

Add patron images

Se vuoi, puoi aggiungere immagini che aiutino a identificare l’utente. Per attivare questa funzionalità, la preferenza patronimages va impostata a “Permettere”.

Se la preferenza è impostata a “Permettere” vedrai un’icona sotto il nome dell’utente e una casella per caricare una sua immagine sotto le informazioni di contatto.

image425

In the “Upload patron image” box click “Browse” to find the image on your computer and “Upload” to load the image on to the patron record.

image426

Importante

C’è un limite di 100K sulla dimensione dell’immagine caricata e si raccomanda che l’immagine sia 200 x 300 pixel, ma immagini più piccole funzionerà pure.

Editing patrons

Gli utenti in Koha possono essere modificati usando molti bottoni “Modifica”.

  • Per modificare tutto il record utente, clicca “Modifica” all’inzio del record.

    Row of action buttons at the top of the patron's detail page

  • Patron passwords are not recoverable. The stars show on the patron detail next to the password label are always there even if a password isn’t set. If a patron forgets their password the only option is to reset their password. To change the patron’s password, click the “Change password” button.

    image428

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

    • Questa form può generare automaticamente una password casuale se premi il link che ha etichetta “Clicca per generare una password casuale. Verrà mostrata in chiaro”.

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

    'Library use' section of the patron's file

  • A patron image can be added by browsing for the image on your machine from the “Manage patron image” section.

    image430

    • This form will not appear if you have the patronimages system preference to not allow patron images.

    • To add patron images in bulk, use the Upload patron images tool.

  • Patrons can also be blocked from checking items out by setting Patron flags

    image431

    • If you would like your circulation staff to confirm a patron’s address before checking items out to the patron, you can see the “Gone no address” flag

      image432

    • If the patron reports that they have lost their card you can set the “Lost card” flag to prevent someone else from using that card to check items out

      image433

    • Se si vuolee escludere un utente dalla biblioteca, puoi aggiungere una restrizione manuale

      image434

    • Se inserisci una data e/o una nota relativa alla restrizione, lo vedrai nel messaggio circa la restrizione.

      image435

  • Children patrons do not become adults automatically in Koha unless you have the Update patron categories cron job running. To upgrade a child patron to and adult patron category manually go to the “More” menu and choose “Update child to adult patron”

    image436

    • Ti verrà presentata una finestra pop-up chiedendoti a quale categoria di utenti adulti va associato il minorenne

      image437

Renew patron account

When renewing a patron account you can either edit the the expiry date manually in the patron record or use the “Renew patron” option from the More menu in the toolbar at the top.

image1393

Using the latter the new expiry date will be calculated using the enrollment period configured for the patron category of the user. The system preference BorrowerRenewalPeriodBase determines if the new expiry date will be calculated from the current date or from the old expiry date.

One advantage of using the “Renew patron” option is that it will be logged as a membership renewal in the action_logs table and be visible as such when using the Log viewer or the Modificaton log from the patron account.

The renewal date of the patron account will be visible on the details tab.

image1392

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

Deleting a patron account

From the “More” drop-down, the patron account can be deleted.

image1469

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

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

    image1470

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

    image1468

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

    image1471

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

    image1462

Managing patron self edits

Se permetti agli utenti di modificare i propri account nell’OPAC, per mezzo della preferenza OPACPatronDetails, dovrai poi approvare nel client staff tutti i cambiamenti, prima che diventino effettivi. Se ci sono modifiche in attesa di approvazione, vengono elencate nel cruscotto del client staff, sotto la lista dei moduli (unitamente ad altri elementi in attesa di un’azione).

image438

Nota

Un bibliotecario con il flag “superlibrarians” vedrà le modifiche per ogni biblioteca, gli altri bibliotecari vedranno solo le modifiche sugli utenti che afferiscono alla biblioteca con cui sono loggati.

Quando clicchi sul link “Utenti che chiedono modifiche” ti verrà mostrata una lista di utenti con le loro richieste di modifica dati.

image439

Da qui puoi “Approvare” e rendere effettivi i cambiamenti al record utente. Puoi “Calcellare” i cambiamenti, puoi “Ignorare” i cambiamenti e dunque gestirli successivamente.

Se si desidera visualizzare tutto il record utente puoi cliccare su “Dettagli utente” a destra. Si aprirà in una nuova scheda.

Merging patron records

If you accidentally end up with one patron with two cards it is possible to merge their records together so that you don’t lose their loan history or holds.

  • In the patron list, check the boxes next to the records you want to merge and click on the “Merge selected patrons” button.

image1326

Nota

It is possible to merge more than two records at a time.

  • Select the patron record you want to keep

    image1327

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

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

  • Click the “Merge patrons” button.

The checkouts and statistics will be transferred to the right record and the other one will be deleted.

image1328

Patron permissions

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

Importante

Per un utente dello staff è richiesto almeno il permesso “catalogue” per poter accedere all’interfaccia staff.

Setting patron permissions

  • On the patron record click “More” and choose “Set permissions” to alter patron permissions

    image440

  • You will be presented with a list of preferences, some of which can be expanded by clicking the “Show details” link on the right title.

    image441

  • In all cases, if the parent permission is checked, the user has all the child permissions. If you want to set permissions on a more granular level, expand the section and only check the permissions you want that user to have.

Patron permissions defined

  • Access to all librarian functions (superlibrarian)

    Nota

    Con questo permesso, non ne occorrono altri

  • Check out and check in items (circulate)

    • Remaining circulation permissions (circulate_remaining_permissions)

      • This permission grants all circulation rights except those covered by permissions listed below

    • Force checkout if a limitation exists (force_checkout)

      • With this permission a staff member will be allowed to override a check out restriction in the following cases:

        • Restrizione per età

        • la copia è in prestito ad un altro utente

        • la copia non è prestabile

        • l’utente ha delle copie in ritardo

        • la copia è persa

        • la copia è a forte richiesta

        • la copia è prenotata

    • Mark checkout notes as seen/not seen (manage_checkout_notes)

      • The permission to manage the checkout notes written by users

        through the OPAC

    • Manage restrictions for accounts (manage_restrictions)

      • Concede al membro dello staff il potere di rimuovere una restrizione che potrebbe gravare sull’utente

    • Execute overdue items report (overdues_report)

      • Il permesso per far girare il report dei ritardi dal menu della circolazione

    • Override blocked renewals (override_renewals)

      • With this permission, a staff member can override renewals if there is a restriction

      • Richiedono che i bibliotecari abbiano anche i circulate_remaining_permissions

  • Staff access, allows viewing the catalogue in staff client (catalogue) Required for staff login.

    Importante

    Must be given to all staff members to allow them to login to the staff interface

  • Manage Koha system settings (Administration panel) (parameters)

    • Manage account debit and credit types (manage_accounts)

    • Manage additional fields for baskets or subscriptions (manage_additional _fields)

      • This gives access to the additional fields section

      • Importante

        This permission requires that the staff member also have the “Edit an existing subscription” permission from the “Manage serial subscriptions” section and the “Manage basket and order lines” permission from the “Acquisition and/or suggestion management” section

    • Manage audio alerts (manage_audio_alerts)

      • The ability to access the audio alerts configuration in the administration module.

    • Manage authorized value categories and authorised values (manage_auth_ values)

      • The ability to access the auhorized values configuration in the administration module.

    • Manage circulation rules (manage_circ_rules)

    • Manage circulation rules form any library (manage_circ_rules_from_ any_libraries)

      • If not set the logged in user can only edit circulation rules from their own library

      • The staff member still has to have the “Manage circulation rules” permission above.

    • Manage cities and towns (manage_cities)

      • The ability to access the cities and towns configuration in the administration module.

    • Manage classification sources and filing rules (manage_classifications)

    • Manage column configuration (manage_column_config)

    • Manage Did you mean? configuration (manage_didyoumean)

      • The ability to access the Did you mean? configuration in the administration module.

    • Manage item circulation alerts (manage_item_circ_alerts)

    • Manage item search fields (manage_item_search_fields)

      • The ability to access the item search fields configuration in the administration module.

    • Manage item types (manage_itemtypes)

      • The ability to access the item types configuration in the administration module.

    • Manage keyboard shortcuts for the advanced cataloging editor (manage_ keyboard_shortcuts)

      • The ability to access the keyboard shortcuts configuration in the administration module

    • Manage libraries and library groups (manage_libraries)

    • Manage Mana KB content sharing (manage_mana)

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

    • The ability to access the MARC bibliographic framework, authority types, Koha to MARC mapping, and MARC Bibliographic framework test configuration areas in the administration module.

    • Manage record matching rules (manage_matching_rules)

    • Manage OAI sets (manage_oai_sets)

      • The ability to access the OAI sets configuration in the administration module.

    • Manage extened patron attributes (manage_patron_attributes)

    • Manage patron categories (manage_patron_categories)

      • The ability to access the Patron categories configuration in the administration module.

    • Manage search engine configuration (manage_search_engine_config)

      • The ability to access the Search engine configuraton in the administration module. Note: This area will only be visible when the SearchEngine system preference is set to “Elasticsearch”.

    • Manage Z39.50 and SRU server configuration (manage_search_targets)

      • The ability to access the Z39.50/SRU servers configuration in the administration module.

    • Manage SMS cellular providers (manage_sms_providers)

      • The ability to access the SMS cellular providers configuration in the administration module. Note: This area will only be visible when the SMSSendDriver system preference is set to “Email”.

    • Manage global system preferences (manage_sysprefs)

    • Manage library transfer limits and transport cost matrix (manage_transfers)

    • Manage usage statistics settings (manage_usage_stats)

    • Remaining system parameters permissions (parameters_remaining_permissions)

      • The ability to access all remaining areas in the administration module.

  • Add, modify and view patron information (borrowers)

    • Add, modify and view patron information (edit_borrowers)

      • The ability to access the Patrons module to view patron files, as well as adding new patrons and editing patron files

    • View patron infos from any libraries (view_borrower_infos_from_any_libraries)

    • If not set the logged in user will only be able to access patron information from their own library or group of libraries.

  • Set user permissions (permissions)

    • The ability to set permissions for other staff members

  • Place and modify holds for patrons (reserveforothers)

    • Modify holds priority (modify_holds_priority)

      • Allows staff members to alter the holds priority (moving patrons up and down the queue)

    • Place holds for patrons (place_holds)

      • Allows staff members to place holds in the staff interface

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

    • Use the advanced cataloging editor (advanced_editor)

      • Grants the ability to use the advanced cataloging editor in the cataloging module

      • Nota

        Staff members with this permission need to also have the “Edit catalog (Modify bibliographic/holdings data)” permission

    • Delete all items at once (delete_all_items)

      • Abilita ad usare l’opzione “ Cancella tutte lo copie” che trovi nel menu “Modifica” in catalogazione

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

      • Possibilità di accedere a tutte le funzionalità nella pagina Catalogazione

    • Edit items (edit_items)

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

      • If checked, the staff member will only be able to modify some item subfields

      • Nota

        Please note that the “Edit items” permission is still required

    • Fast cataloging (fast_cataloging)

  • Manage patrons fines and fees (updatecharges)

    • Discount debits for patrons (discount)

      • Grant the ability to apply discounts to charges

    • Payout credits to patrons (payout)

      • Grant the ability to reimburse credits to patrons

    • Refund payments to patrons (refund)

      • Grant the ability to refund payments that patrons have already made to the library

    • Remaining permissions for managing fines and fees (remaining_permissions)

      • Grant the ability to manage fines and fees other than the actions described in the other subpermissions (dicounts, payouts, refunds and writeoffs)

    • Write off fines and fees (writeoff)

      • Grants the ability to write off patron fees

  • Acquisition and/or suggestion management (acquisition)

    Nota

    All the acquisitions sub-permissions give access to the acquisitions home page. That means that staff who have one or more of the following permissions will be able to view the budgets, search and view vendor information, and view invoices.

    • Add and delete funds (but can’t modify funds) (budget_add_del)

      • Grants the ability to add and delete funds within a budget

      • Note that the budget_manage and budget_modify permissions are required for this one to work correctly

    • Manage funds (budget_manage)

      • Grants the ability to acces the fund administration page

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

    • Manage all funds (budget_manage_all)

      • Grants viewing access to all funds regardless of restrictions on them (owner, user or library restrictions)

      • Note that the budget_manage permission is required

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

      • Grants the ability to edit fund information and amounts

      • Note that the budget_add_del and budget_manage permissions are required for this one to work correctly

    • Manage contracts (contracts_manage)

      • Grants the ability to add, edit and delete contracts with vendors

    • Manage currencies and exchange rates (currencies_manage)

    • Manage EDIFACT transmissions (edi_manage)

      • Grants the ability to access the EDI account administration page, the library EANs administration page and access sent EDI messages

      • In order to be able to send orders via EDI, your staff member also needs the

    • Manage basket groups (group_manage)

    • Manage baskets and order lines (order_manage)

      • Grants the ability to place orders, including creating baskets, adding order lines, closing baskets, etc.

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

      • Grants the ability to manage all baskets and orders even if they are restricted to the owner, users or library

      • Note that the order_manage permission is required

    • Receive orders and manage shipments (order_receive)

      • Grants the ability to create invoices, receive items and claim late orders

    • Manage budgets (period_manage)

      • Grants access to the budget administration page and the ability to create, edit and delete budgets

      • This permission does not give the ability to edit budget funds.

    • Manage budget plannings (planning_manage)

      • Grants the ability to view budget planning

      • Note that the budget_manage and the period_manage permissions are required for this one to work

    • Manage purchase suggestions (suggestions_manage)

    • Manage vendors (vendors_manage)

  • Use all tools (tools)

  • Edit authorities (editauthorities)

    • Grants the ability to create, edit and delete authority records

    • Note that it is possible to search authority records with only the catalogue permission

  • Manage serial subscriptions (serials)

    • Check the expiration of a serial (check_expiration)

    • Gives ability to check the expiration date of serials

    • Claim missing serials (claim_serials)

    • Create a new subscription (create_subscription)

    • Delete an existing subscription (delete_subscription)

      • Gives the ability to delete serial subscriptions

    • Edit an existing subscription (edit_subscription)

    • Serials receiving (receive_serials)

    • Renew a subscription (renew_subscription)

    • Routing (routing)

    • Manage subscriptions from any branch (superserials)

  • Allow access to the reports module (reports)

    • Reports found on the Circulation page are not controlled by this permission; this only controls access to the :ref:Reports module <reports-label>`

    • Reports in the Statistics wizard section and the other reports on the main reports page can be run with any one of the following permissions. They only affect the SQL reports.

    • Create SQL reports (create_reports)

    • Delete SQL reports (delete_reports)

      • The ability to delete saved SQL reports

      • Note that you need execute_reports in order to be able to delete them

    • Execute SQL reports (execute_reports)

  • Allow staff members to modify permissions for other staff members (staffaccess)

    • This permission requires the borrowers permission above

  • Course reserves (coursereserves)

  • Koha plugins (plugins)

    • Configure plugins (configure)

      • Gives the ability to run the “configure” section of a plugin if it has one

      • Note that the staff member needs either the report permission or the tool permission (below) in order to be able to access the plugins

    • Manage plugins (manage)

      • La possibilità di installare o disinstallare plugin

      • Note that the staff member needs either the report permission or the tool permission (below) in order to be able to access the plugins

    • Use report plugins (report)

      • La possibilità di usare i plugin di tipo report

    • Use tool plugins (tool)

      • La possibilità di usare plugin di tipo tool (strumento)

  • Lists (lists)

    Importante

    Ogni persona dello staff ha i permessi di creare e modificare le proprie liste, questo permesso è necessario se vuoi dare allo staff il permesso di cancellare liste pubbliche che non hanno creato loro.

    • Delete public lists (delete_public_lists)

      • The ability to delete public lists created by someone else

  • Patron clubs (clubs)

    • Create and edit clubs (edit_clubs)

    • Create and edit club templates (edit_templates)

    • Enroll patrons in clubs (enroll)

      • Enroll patrons from the patron file

      • The borrowers permissions is required in order to enroll patrons in clubs

  • Create and modify interlibrary loan requests (ill)

  • Self check modules (self_check)

    • Log into the self check-in module (self_checkin_module)

      Nota

      This permission prevents the patron from using any other OPAC functionality

  • Perform self checkout at the OPAC (self_checkout_module)

    Nota

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

  • Manage stockrotation operations (stockrotation)

    • Add and remove items from rotas (manage_rota_items)

      • Staff with only this permission will be able to manage the items in the rotas, but not the rotas themselves

    • Create, edit and delete rotas (manage_rotas)

      • Staff with only this permission will be able to manage the rotas, but not the actual items

  • Cash management (cash_management)

    • Add, edit and archive cash registers (manage_cash_registers)

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

      • Grants access to the point of sale module

Patron information

Quando guardi un record utente puoi vedere le informazioni da una delle molte sezioni indicate alla sinistra della pagina.

  • Vai a: Utenti > Sfoglia o ricerca un utente > Fai clic sul nome utente

Check out

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

I membri dello staff possono accedere alla situazione dei propri prestiti facendo clic sul loro username, sulla riga in alto a destra del client staff, e facendo poi clic su Prestiti nel menu a scomparsa

image1178

Dettagli

Nota

I membri dello staff possono accedere alla situazione del proprio account facendo clic sul loro username, sulla riga in alto a destra del client staff, e facendo poi clic su “Mio Account” nel menu a scomparsa

image442

All patron information will appear in the Details tab. This includes all the contact information, notes, custom patron attributes, messaging preferences, etc. entered when adding the patron.

image1359

In the case of patrons who are marked as “Child” or “Professional” and their guarantors additional information will appear on their record.

  • A child patron will list their guarantor

    image443

  • On the guarantor’s record, all children and/or professionals will be listed

    image444

If the age of the patron is outside the age range defined in their patron category a warning will appear on their record.

image1461

Circulation summary

In fondo alla pagina di informazione dell’utente troverai un rapido accesso alle copie che l’utente ha in prestito, attese da tempo e prenotato.

Checkouts

The first tab shows the items the patron currently has checked out.

image445

Nota

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

Relatives” checkouts

If they have family at the library, staff can see what the other family members have checked out.

image446

Charges

The Charges tab will only show in the patron accounts that have unpaid amounts or unused credits.

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

image1360

Holds

If the patron has holds, the number of holds will appear on this tab’s title and the details will appear in the tab.

Table of patron's current holds

Nota

The barcode and call number will only appear on item-level holds or holds that have been confirmed. Record-level holds that are not waiting to be picked up will not have barocdes or call numbers.

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

Nota

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

Nota

If, when suspending a hold, you want to be able to set a date at which to automatically resume the hold, set the AutoResumeSuspendedHolds system preference to «Allow» and make sure the unsuspend_holds cron job is activated.

Article requests

If the ArticleRequests system preference is enabled, and the circulation rules allow it, the patrons will be able to request articles, either through the OPAC or in the staff interface.

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

image1361

Restrictions

Il tab Restrizioni è visibile per tutti gli utenti. Se un utente non ha restrizioni, questa situazione sarà visualizzata nel tab.

image447

Se l’utente ha delle restrizioni sul suo account, il tab ne dettaglia il numero e la descrizione.

There are four kinds of restrictions:
  • Manual

  • Overdues

  • Suspension

  • Discharge

Using the “Add manual restriction” button you can add a restriction to the patron record from here. This can be used for any type of restriction you need to put manually on a patron record.

image449

image448

The overdues restrictions are automatically set when overdue notices are sent if you specified you wanted the patron restricted in the Overdue notice/status triggers tool.

This restriction will not be removed automatically when the overdue items are returned unless the AutoRemoveOverduesRestrictions system preference is set to “Do”.

In the circulation rules, you can choose to fine users by suspending them instead of (or in addition to) fining them money. In that case, returning an overdue document will trigger a suspension restriction.

Patrons may also be restricted if you have issued a discharge for them. Once the discharge is validated, the patron is automatically restricted.

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

image1363

Restrictions may also prevent renewing items if the RestrictionBlockRenewing system preference is set to “block”.

On the OPAC, patrons will get a message saying their account is frozen. They will not be able to place holds from the OPAC.

If you have patrons that have more than one restriction, you can choose to cumulate their restriction periods or not through the CumulativeRestrictionPeriods system preference.

Nota

If you want to restrict patrons from doing various actions if their record is not pristine, check the following system preferences:

  • Set the OverduesBlockCirc system preference to “Block” to prevent patrons who have overdue materials from checking out other materials.

  • Set the OverduesBlockRenewing system preference to “block renewing for all the patron’s items” or “block renewing only for this item” to prevent patrons who have overdue materials from renewing their loans.

  • Enter values in the noissuescharge and NoIssuesChargeGuarantees system preferences in order to block checking out to patrons who have more than a certain amount in fines or to patrons whose guarantees owe more than a certain amount.

  • Enter a value in the maxoutstanding system preference to prevent patron from placing holds on the OPAC if they owe more than a certain amount.

  • Enter a value in the OPACFineNoRenewals system preference to prevent patron who owe more than a certain amount to renew their loans from the OPAC.

  • Set the BlockExpiredPatronOpacActions system preference to “Block” if you want to prevent patron whose membership has expired to place hold or renew their loans from the OPAC.

Clubs

If you use patron clubs, patrons will have a tab in their record indicating which club they are enrolled in, if any.

image1362

Accounting

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

image450

Nota

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

The Transactions tab will show you the following columns:

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

    • Nel caso delle multe, questo rappresenta l’ultimo giorno in cui l’importo dev’essere versato

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

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

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

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

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

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

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

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

  • Note: qualsiasi annotazione riguardante questo addebito/pagamento

    • If you’re allowing patrons to pay fines via the OPAC with PayPal (EnablePayPalOpacPayments) you will see a Note that says “PayPal” for items paid this way

  • Importo: totale dovuto per la tariffa o la multa

  • Importo in sospeso: ammontare delle somme ancora da saldare

  • Actions:

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

Nella parte superiore della tabella è possibile fare clic su “filtra transazione pagata” per nascondere tutte le transazioni completati e di sopra è possibile utilizzare la casella di ricerca per trovare un debito o un pagamento specifico.

Actions

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

  • A button to print a receipt for that line item

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

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

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

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

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

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

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

  • A button to issue a payout of credit

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

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

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

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

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

Charging fines/fees

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

  • Fines will be charged based on your circulation and fines rules

  • Hold fees will be charged based on the rules you set in the Patron types and categories administration area

  • Rental fees will be charged based on the settings in your Item iypes administration area

  • Segnando una copia Persa tramite la pagina modifica copia automaticamente metterà sul record dell’utente il costo di sostituzione della copia

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

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

Pay and Writeoff fines

Each line item can be paid in full (or written off) using the “Pay charges” tab. You can switch between “Pay” and “Write off” mode using the buttons located at the top of this tab if you are part way through a transaction.

image451

Nota

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

  • Ogni multa può essere pagata totalmente o parzialmente (o cancellata).

  • Pagamento completo di una multa

    • Se vuoi annatare qualcosa circa il pagamento devi scrivelo prima di andare avanti

    • Premi «Paga» accanto alla multa che vuoi conciliare

    • The full amount of the fine will be populated for you in the «Collect from patron» box

    • There is a change feature included in this payment process. An option to specify how much money was collected when paying a fine, as well as defining how much was paid on the fine. If these numbers are different (i.e. more money was collected) a popup displaying the amount of change to be given will be displayed and require confirmation before proceeding

    • If one or more values are defined under the PAYMENT_TYPE authorized value category a dropdown selection box will be displayed to specify a custom payment type.

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

    • Premi su “Conferma”

    • La multa verrà rimossa dalle multe pendenti, e indicata come completamente pagata.

    Nota

    • If the FinePaymentAutoPopup system preference is enabled a print dialogue window will display. If change was given for this trancaction the details will be included when using this system preference.

    • In addition to printing receipts you can enable email receipts for payment and writeoff transactions with the UseEmailReceipts system preference.

  • Pagamento parziale di una multa

    • Premi «Paga» accanto alla multa che vuoi pagare parzialmente

    • Enter the amount you are collecting from the patron in the «Collect from patron» box

      image453

    • Premi su “Conferma”

    • The fine will be updated to show the original amount, and the current amount outstanding

  • Paga una somma per tutte le multe

    • Click the «Pay amount» button

    • Enter the amount you are collecting from the patron in «Collect from patron.» The sum of all fines is shown in «Total amount outstanding»

      image454

    • Premi su “Conferma”

    • Il totale delle multe verrà aggiornato prima con il pagamento effettuato per le multe più vecchie.

  • Pay selected fines

    • Check the selection boxes next to the fines you wish to pay, click «Pay selected»

      image455

    • Indica un importo da pagare per le multe.

      image456

    • Premi su “Conferma”

    • Il totale delle multe verrà aggiornato prima con il pagamento effettuato per le multe più vecchie selezionate.

  • Cancellazione di singola multa

    • Premi «Cancella» accanto alla multa che vuoi cancellare.

    • A confirmation box will appear to specify a total amount to writeoff. This box allows a partial writeoff of fines.

    • Tutte le multe saranno rimosse dalle multe in sospeso, e mostrate come cancellate.

  • Writeoff selected fines

    • Check the selection boxes next to the fines you wish to pay, click «Writeoff selected».

    • Click «Confirm».

    • Tutte le multe saranno rimosse dalle multe in sospeso, e mostrate come cancellate.

  • Writeoff all fines

    • Click the «Writeoff all» button

    • Tutte le multe saranno rimosse dalle multe in sospeso, e mostrate come cancellate.

Cancel fines or fees

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

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

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

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

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

Void payments

If you accidentally mark and item as paid, you can reverse that line item by clicking “Void” to the right of the line

image457

  • Once clicked a new line item will be added to the account showing the payment as ‘Voided’. The payment line is added back to the Pay fines tab as an outstanding charge.

    image458

Creating manual invoices

Per le tariffe che non sono addebitate in automatico, i bibliotecari possono creare una fattura a mano

image459

  • Prima scegliere il tipo di fattura da creare

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

  • Se la tariffa è associata ad una copia, puoi inserire il barcode della copia, cosi la linea di spesa mostrerà un link alla copia

  • Il campo descrizione è dove inserisci la descrione del debito

  • Nel campo per l’importo non usare simboli, metti solo numeri e decimali.

Creating manual credits

I crediti aggiunti a mano possono essere usati per pagare le multe.

image460

  • Prima scegli il tipo di credito che vuoi applicare

  • Se il credito è associato a una copia, puoi inserire il barcode della copia cosichè la linea di credito punterà alla copia giusta

  • Il campo descrizione è dove inserisci la descrizione del credito

  • Nel campo per l’importo non usare simboli, metti solo numeri e decimali.

Printing invoices

Alla destra di ogni linea c’e” un link per la stampa. Cliccandolo viene stampata uan ricevuta per quella particolate spesa con la sua descrizione e il credito/debito totale dell’utente.

image461

Routing lists

A list of all of the serial routing lists the patron belongs to will be accessible via the “Routing lists” tab on the patron record.

image462

In questa sezione potrai vedere e modificare le routing list a cui appartiene l’utente.

image463

Circulation history

La tab «Storico della circolazione» viene mostrata solo se si imposta la preferenza di sistema intranetreadinghistory in modo da farla apparire. Se hai impostato la preferenza di sistema OPACPrivacy a “Permetti” e l’utente ha deciso di non consentire alla biblioteca di conservare queste informazioni, la tab conterrà soltanto i dati relativi ai prestiti in corso.

image464

Nota

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

Se vuoi esportare una lista di barcode delle copie rientrate oggi, puoi trovare quest’opzione sotto il menu “Di più” che trovi in alto a destra.

image465

Verrà generato un file di testo con un barcode per riga.

Holds history

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

image1496

Nota

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

Modification log

If you have set your BorrowersLog to track changes to patron records, then this tab will appear. The Modification log will show when changes were made to the patron record. If you also have turned on the IssueLog and ReturnLog you will see checkins and outs on this screen as well.

image466

  • Il campo “Bibliotecario” mostra l’id del bibliotecario che ha fatto i cambiamenti

  • La colonna Modulo contiene “Utenti» per il modulo utenti

  • La colonna Azione contiene la descrizione della modifica apportata

  • La colonna Oggetto contiene il nome e/o il codice dell’utente che è stato modificato. (nell’esempio soprastante si vedono le modifiche apportate all’utente con codice 34)

Avvisi

Le Preferenze messaggi utenti <#setpatronmessaging> vengono impostate quando si aggiunge o si modifica un utente. Questa linguetta elenca i messaggi già inviati e quelli che sono ancora in coda:

image467

Cliccando sul titolo del messaggio si visualizzerà il testo completo del messaggio spedito.

image468

If the message has a status of sent or failed you will have the option to “resend” the message to the patron by clicking the “resend” button found under the status.

image469

Statistiche

A seconda di come hai impostato la preferenza di sistema StatisticsFields, potrai vedere le statistiche per le azioni di circolazione di un utente.

image470

Files

Se imposti la preferenza di sistema EnableBorrowerFiles su “Permetti”, la tab “Files” diventerà visibile sulla pagina delle informazioni generali dell’utente.

image471

Da qui puoi caricare files da collegare al record dell’utente.

image472

Tutti i file caricati appariranno sotto la form in cui potrai caricare altri file.

image473

Purchase suggestions

Se l’utente ha inserito un suggerimento d’acquisto, vedrai il tab “suggerimenti d’acquisto” nella sua scheda.

image1247

Da qui puoi vedere tutti i suggerimenti d’acquisto e il loro stati, puoi anche creare un suggerimento dalla scheda dell’utente cliccando sul pulsante in alto “Nuovo suggerimento d’acquisto”.

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

Liberatorie dell’utente

A discharge is a certificate that says the patron has no current checkouts, no holds and owe no money. To enable this opti`on on the patron record you need to set the useDischarge system preference to “Allow”.

Nota

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

Nota

Le biblioteche accademiche spesso richiedono dalla biblioteca una liberatoria prima di potersi laureare.

Gli utenti possono chiedere la liberatoria attraverso l’OPAC. Tutte le richieste di liberatoria in attesa vengono messe sotto i bottoni del menu nella pagina principale dell’interfaccia dei bibliotecari

image1248

Cliccando sulle richieste in sospeso si aprirà una schermata dove è autorizzare le liberatorie

image1249

Per generare una liberatoria per un utente clicca il tab “Liberatoria” sulla sinistra del record utente

image1250

Se l’utente può autogenerarsi la liberatoria, allora vedrà un pulsante con la frase “Genera la liberatoria”

image474

Se non è cosi, vedrai un errore che spieghera perchè non puoi fare la liberatoria per l’utente.

image475

Una volta che la letterà è stata generata, avrai un PDF da scaricare

image476

Nota

Puoi personalizzare il PDF usando la preferenza NoticeCSS.

L’utente si troverà con una restrizione sul suo account

image1251

E lo storico delle liberatorie verrà aggiunto nel tab “Liberatoria”

image1252

Housebound patrons

There are three roles a patron can have in regard to housebound circulation: borrower, chooser or deliverer.

Importante

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

Chooser

If you have enabled the housebound module, with the HouseboundModule system preference, you will see that patrons now have a new section in their record called “Housebound roles”.

image1349

Click the “Add” button to mark this patron as a “Chooser”.

image1350

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

Deliverer

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

image1351

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

Housebound borrowers

To create a housebound profile for an housebound patron, click on the “Housebound” tab in their record.

image1347

From there, you can edit their housebound profile information.

image1348

  • Delivery day: choose which day (or “Any”) the patron prefers to receive their delivery.

  • Frequency: choose the frequency at which they want to receive their deliveries.

    Nota

    The frequencies are managed through the HSBND_FREQ list of authorized values.

  • Preferred materials: enter notes that will help the chooser choose appropriate documents for the housebound patron.

    For example: books, dvds, magazines, etc.

  • Subjects: if the housebound patron has a preference for particular subjects, enter it here. This will help the chooser choose interesting documents for the patron.

    For example: romance, cookbooks, thrillers, etc.

  • Authors: if the housebound patron has favorite authors, enter them here.

    For example: Danielle Steel, James Patterson, etc.

  • Referral: if the housebound patron has a referral, enter it here.

  • Notes: enter any other notes that may help the chooser or the deliverer.

Click the “Save changes” button to save the housebound profile.

Coordinating deliveries

To plan visits, go to the housebound patron’s record.

In their housebound tab, you will be able to create deliveries.

image1352

Click on “Add a new delivery”.

image1353

Fill out the information :

  • Date: Enter the date of the delivery.

  • Time: Select a time of day for the delivery. The choices are morning, afternoon, or evening.

  • Chooser: Select a chooser who will be in charge of selecting the materials for this housebound patron.

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

image1354

Choosers and Deliverers can be notified of planned deliveries via reports. Example reports be found in the SQL Reports Library at https://wiki.koha-community.org/wiki/SQL_Reports_Patrons#Patron_Characteristics.

Communicating with patrons

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

OPAC notes

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

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

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

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

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

'Library use' section of the patron's file

OPAC messages

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

Row of action buttons at the top of the patron's detail page

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

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

Nota

Predefined messages are added in the BOR_NOTES authorized value category

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

'Messages for you' box in the patron's online account with a message saying "'This is an OPAC message' written on 10/24/2020 by Centerville"

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

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

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

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

Advance notices and hold notices

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

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

'Patron messaging preferences' section of the patron form

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

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

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

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

  • 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

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

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

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

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

The delivery methods currently supported are:

  • Email

  • SMS (text messages)

  • Automated phone call system

  • Print

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

Overdue notices

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

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

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

Custom emails