Utilisateurs
Avant d’importer ou d’ajouter des adhérents, n’oubliez pas de définir les catégories d’adhérents.
Ajouter un utilisateur
Les adhérents sont ajoutés dans le module “Adhérents”.
Aller à: Utilisateurs
Une fois ici, vous pouvez inscrire un nouvel adhérent.
Cliquer sur « Nouvel Adhérent »
Note
Les champs apparaissant dans la fiche adhérent peuvent être définis dans la préférence système BorrowerUnwantedField.
Note
Les champs obligatoires sont définis dans la préférence système BorrowerMandatoryField
Tout d’abord, saisissez les informations d’identification de l’adhérent
Les titres de civilité sont définis par la préférence système BorrowersTitles
Note
Si vous ne souhaitez pas afficher le nom complet d’un utilisateur lors de l’impression d’un ticket, vous pouvez utiliser les versions abrégées du nom contenu dans les champs Initiales ou Autre nom.
Par exemple :
Firstname: Nicole C. Surname: Engard Initials: NCE
Seules les initiales <<borrowers.initials>> de l’utilisateur seront imprimées sur le ticket à la place du nom complet (NCE).
Ou vous pourriez faire quelque chose comme ceci:
Firstname: Nicole Surname: Engard Initials: E
Sur le ticket, vous pouvez imprimer les champs <<borrowers.initials>>, <<borrowers.firstname>> à la place du nom complet (E, Nicole).
Si l’adhérent est un enfant, il faudra le rattacher à un adhérent adulte (garant)
Note
Guarantors can only be attached to patrons whose category has “Can be guarantee” set to “Yes”.
If the guarantor is a patron of the library, click “Add guarantor” to search your system for an existing patron
Cliquer sur “Sélectionner” pour choisir l’adhérent
Les relations entre adhérents sont à paramétrer dans la préférence système borrowerRelationship
Note
Il est possible d’ajouter plus d’un garant au compte d’un adhérent (les deux parents par exemple).
Si le garant n’est pas un adhérent, vous pouvez quand même ajouter ses informations dans la section « Garant non adhérent ».
Saisissez ensuite l’adresse principale et les coordonnées
Note
The street type drop-down menu is populated by the ROADTYPE authorized values
Pour les informations de contact, notez que les premiers téléphone et courriel de l’adhérent sont ceux qui apparaissent sur les notifications et tickets imprimés (reçus, transferts, réservations) pendant les transactions. La première adresse courriel est aussi celle utilisée pour les messages envoyés à l’adhérent.
The “Main contact method” can be used in reports and for staff to know which method to use first when trying to contact the patron.
Vous pouvez aussi enregistrer une adresse alternative pour chaque adhérent. Elle pourra par exemple être utilisée dans un cadre universitaire pour conserver l’adresse du domicile de l’adhérent.
Chaque adhérent peut avoir un contact alternatif. Un contact alternatif peut être un parent ou un tuteur, par exemple.
La section de la gestion de la bibliothèque inclut des valeurs propres à la bibliothèque
Un numéro de carte est automatiquement créé si vous avez paramétré la préférence système autoMemberNum sur ce mode
Note
For a newly installed system, this preference will start at 1 and increment by 1 each time after. To have it start with the starting number of your barcodes, enter the first barcode by hand in the patron record and save the patron. After that, the field will increment that number by 1.
Si vous avez choisi accidentellement la mauvaise catégorie d’adhérent au moment de sa création, vous pouvez la changer ici.
Les tris 1 et 2 sont utilisés à des fins statistiques pour votre bibliothèque
Vous pouvez ajouter des menus déroulants pour ces champs en ajoutant des valeurs dans les valeurs autorisées categories Bsort1 et Bsort2
“Allow auto-renewal of items” is used to control whether this patron’s checkouts will be renewed according to the circulation rules. If set to ‘Yes’, items for which automatic renewal is enabled in the circulation rules will be automatically renewed. This requires the automatic_renewal cronjob to run daily. If set to ‘No’, items for which automatic renewal is enabled in the circulation rules will not be automatically renewed.
Protected: protected patrons cannot be deleted either manually or by batch. Use this for system patrons such as statistical patrons, SIP2 patrons, the self checkout user, or superadmins.
Version
The “Protected” option is available from Koha version 23.11.
“Vérifier les prêts précédents” permet de vérifier l’historique de prêt de l’adhérent, pour voir s’il a emprunté ce document précédemment. Cette fonction outrepasse le réglage dans les catégories d’adhérents et celui de la préférence système CheckPrevCheckout.
Puis, la section “Gestion interne” vous permet d’ajouter des paramètres supplémentaires (dates d’inscription, expiration etc…)
La date d’inscription est automatiquement renseignée à la date du jour.
La date d’expiration sera automatiquement calculée en fonction des catégories d’adhérents
La note OPAC est une note à destination de l’adhérent, elle apparaîtra sur le compte de l’adhérent à l’OPAC
Note
Voir également les notifications à l’OPAC
La Note de circulation est destinée uniquement au personnel de la bibliothèque et apparaîtra lors du prêt d’un document à l’adhérent
Les identifiants et mots de passe sont utilisés par les adhérents pour se connecter à leur compte à l’OPAC. Ils sont également utilisés par les bibliothécaires pour se connecter à l’interface professionnelle de Koha.
Le personnel pourra seulement se connecter à l’interface professionnelle s’il a la permission « catalogue ».
Si vous avez activé le module Public empêché (avec la préférence système HouseboundModule), vous pourrez choisir un :ref:”rôle pour les services aux publics empêchés <housebound-patrons-label>” pour cet adhérent.
Si vous avez paramétré des attributs et identifiants supplémentaires dans l’administration, ils apparaîtront ensuite
Enfin, si vous avez paramétré la préférence système EnhancedMessagingPreferences sur “Autoriser”, vous pouvez choisir les préférences de notifications pour cet adhérent.
See the definition of each notice in the advance notices and hold notices section
Avertissement
Ces préférences systèmes outrepasseront ce que vous paramétrez dans la Catégories utilisateur.
Avertissement
Cette préférence peut être modifiée via l’OPAC par l’adhérent si la préférence système EnhancedMessagingPreferencesOPAC est paramétrée sur “Afficher”.
Quand vous avez fini, cliquez sur Enregistrer.
Si le système détecte un adhérent en double, il vous le signale.
Note
Consultez la préférence système PatronDuplicateMatchingAddFIelds pour consulter ou changer quels champs sont utilisés pour détecter des doublons d’adhérents. Par défaut, il y a le nom, le prénom et la date de naissance.
Si vous avez défini un âge minimum ou maximum dans la catégorie des adhérents où la date de naissance doit être saisie, Koha vous avertira que l’adhérent que vous êtes en train d’ajouter est trop vieux ou trop jeune pour la catégorie d’adhérents que vous avez sélectionnée:
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.
Ajouter rapidement un nouvel utilisateur
Si votre banque de prêt est en surcharge et que vous souhaitez inscrire rapidement un adhérent, vous pouvez utiliser la fonction » ajout rapide « . Il s’agit d’une version abrégée du formulaire d’ajout d’adhérent avec seulement quelques champs nécessaires à remplir.
Cette fonctionnalité utilise deux préférences système : BorrowerMandatoryField et PatronQuickAddFields. Ce sont les deux préférences système qui déterminent les champs du formulaire d’ajout rapide.
Pour ajouter rapidement un utilisateur, aller dans le module Utilisateur.
Aller à: Utilisateurs
Une fois ici, cliquer sur le bouton “Ajouter rapidement un nouvel utilisateur”.
You will be asked to choose a patron category.
Then, you will be presented with a shortened form.
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.
Ajout d’un adhérent Bibliothécaire
Le personnel de la bibliothèque doit être enregistré dans Koha en tant qu’adhérent de type “Bibliothécaire”. Suivez les instructions de la section “Ajouter un adhérent <add-a-new-patron-label>”. Vous leur donnez ensuite accès au logiciel en cliquant sur le bouton Plus > “Permissions <patron-permissions-label>”
Important
Pensez bien à donner aux professionnels un identifiant et un mot de passe sûrs.
Ajout d’un adhérent de type statistique
Une façon de garder une trace des documents consultés à la bibliothèque est de les passer en prêt sur la carte d’un adhérent de type Statistique. L’enregistrement des prêts n’enregistre alors aucun prêt, il enregistre juste l’utilisation des documents dans la bibliothèque. Pour utiliser cette méthode, il faudra d’abord paramétrer dans les catégories d’adhérents une catégorie Statistique.
Ensuite, vous devez créer un compte adhérent de type statistique.
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.
Découvrez les autres méthodes de statistiques de consultation sur place dans la section Suivi des consultations sur place du manuel.
Dupliquer un adhérent
Parfois, lorsque vous ajouter une nouvelle famille dans votre système, vous ne voulez pas taper encore et encore les informations de contact. Koha vous permet de dupliquer un adhérent et de changer seulement les parties que vous voulez (ou que vous avez besoin de) modifier.
Ouvrez la fiche de l’adhérent sur lequel vous voulez vous baser vos duplications.
Cliquez sur le bouton “dupliquer” en haut de la fiche
Tous les champs ont été copiés sauf les prénom, date de naissance, civilité, numéro de carte, identifiant OPAC et mot de passe OPAC. Complétez les champs manquants et cliquez sur « Enregistrer »
Note
En cliquant sur un champ déjà rempli, la donnée s’efface (et vous permet de gagner du temps au niveau de la mise à jour)
Vous serez amené à un écran présentant le nouvel adhérent
Adding patron images
You can add patron pictures to help identify patrons. To enable this feature, you must first set the patronimages system preference to “Allow”.
If the preference is set to “Allow”, you will see a placeholder image under the patron’s name on the left of the screen.
Click the “Add” button on the placeholder image.
You have the option of either uploading an existing picture from the computer or taking a picture with the webcam.
To upload an existing image, click “Browse” or “Choose file” to find the image on your computer and click “Upload” to load the image in the patron’s file.
Avertissement
Attention, il y a une limite de taille de l’image de 100 ko, nous vous conseillons une image de 200x300 pixels, mais les plus petites tailles fonctionnent également.
To take a picture with the webcam, click the “Take photo” button once the webcam is facing the patron. The system will take a picture and present it to you for review. If you are satisfied, click “Upload”. If not, click “Retake photo” to take a new picture. You can also download the picture by clicking “Download photo”.
Pour ajouter les images d’utilisateurs par lots, utilisez l’outil Chargement photos d’utilisateurs.
Modifier des adhérents
Il y a dans Koha de nombreuses façons de modifier la fiche d’un adhérent.
Pour modifier l’intégralité de la fiche de l’adhérent, cliquez sur le bouton Modifier qui se trouve en haut de la fiche.
To edit a specific section of the patron record (for example the “Library use” section) click the “Edit” button beside the section.
Edit the patron’s file and click “Save”.
Modifying patron passwords
Patron passwords are not recoverable.
The stars on the patron details page next to the password label are always there even if a password isn’t set.
If a patron forgets their password, the only option is to reset their password.
This can be done from the staff interface. To change the patron’s password, click the “Change password” button.
Koha cannot display existing passwords as they are encrypted in the database. Leave the field blank to leave password unchanged.
Ce formulaire peut générer automatiquement un mot de passe de façon aléatoire. Si vous cliquez sur le lien « cliquer pour compléter avec un mot de passe généré automatiquement. Le mot de passe affichésera un texte ».
Changing the password through this form will also update the password expiry date, as set in the patron category.
If the NotifyPasswordChange system preference is enabled, the patron will receive a notification indicating their password was changed.
Note
The content of this email can be customized with the Notices and slips tool. The code of the letter is PASSWORD_CHANGE.
If the OpacResetPassword system preference is enabled, or if the patron category allows it, you can also send a password reset email to the patron by clicking on “More” and choosing “Send password reset”.
This will send a password reset email to the patron, similar to the one sent if they click on the “Forgot your password?” link on the OPAC. However, the reset link is set to expire after 5 days rather than 2 days when it is sent this way.
Note
The content of the email can be customized with the Notices and slips tool. The code of the letter is STAFF_PASSWORD_RESET.
Only staff members with “superlibrarian” permissions can see and change the password expiry date manually. This date can be changed by clicking the “Edit” button at the top of the patron’s record, or the “Edit” button next to the “Library use” section.
Adding patron flags
Restrictions are used to prevent patrons from checking out.
Patrons can also be blocked from checking items out by setting patron flags.
If you would like your circulation staff to confirm a patron’s address before checking items out to the patron, set the “Gone no address” flag. This will create a warning when checking out.
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.
If you would like to bar a patron from the library you can add a manual restriction.
Note
This is the same as the restrictions tab at the bottom of the patrons details page.
Note
A patron can automatically be restricted with the Overdue/notice status triggers
If you enter in a date and/or note related to the restriction, you will see that in the restricted message as well.
Adding notes and messages to a patron record
You can leave notes in a patron record. There are several ways to do this: you can either add a circulation note or an internal message. These will not show in the OPAC for the patron to see. If you want the patron to see the notes and messages, use OPAC notes and OPAC messages.
Circulation notes
Circulation notes are added to the patron’s file through the add patron form or the edit patron form, in the “Library set-up” section.
In the staff interface, circulation notes will be in the “Library use” section of the patron’s file.
Circulation messages
Internal messages are added to the patron’s file using the “Add message” button.
To leave an internal message, choose « Staff - Internal note » in the “Add a message for” field. Enter your message in the box, or choose a predefined message in the drop-down menu.
Note
Predefined messages are added in the BOR_NOTES authorized value category
Once saved, the internal message is shown in bold red on the patron’s detail page in the staff interface, at the top of the page just under the row of action buttons.
It will also appear on the checkout page, to the right of the checkout box.
If you need to edit the message, click the “Edit” button next to the message, edit the text and click “Save”.
Changing children to adults
Children patrons do not become adults automatically in Koha unless the update patron categories cron job is running.
To upgrade a child patron to and adult patron category manually go to the “More” menu and choose “Update child to adult patron”.
You will then be presented with a pop up window asking which one of your adult patron categories this child should be updated to.
Note
This list shows the patron categories that have the category type “adult”.
Renouveler le compte d’un adhérent
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.
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.
L’option de “renouvellement d’utilisateur” permet d’enregistrer les renouvellements d’abonnement dans table action_logs de la base de données. De plus, ces renouvellements seront aussi visibles dans l’outil Consultation des registres et dans l’onglet Registres de modifications du dossier utilisateur.
The renewal date of the patron account will be visible on the details tab.
Si l’adhérent relève d’une :ref:”catégorie d’adhérent <patron-categories-label>” ayant des frais d’adhésion, ces frais seront ajoutés aux frais de renouvellement. Vous pouvez gérer les frais dans l’onglet :”Comptabilité <fines-label>” de l’adhérent.
Supprimer le compte d’un adhérent
From the “More” drop-down, the patron account can be deleted.
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.
If a patron has outstanding fines, the deletion will not be possible.
If a patron has unused credits, the option to delete the patron is possible but there will be a warning.
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.
If a patron has public or shared lists, those will be deleted along with the patron, unless the ListOwnershipUponPatronDeletion system preference is set to “change owner of these lists”.
If a patron is protected, the “Delete” option will be disabled. To delete the patron anyway, edit the patron and choose “No” under “Protected” in the “Library management” section, save, and then delete.
Gestion des comptes par les adhérents
Si vous autorisez des adhérents à modifier leur compte via l’OPAC avec la préférence OPACPatronDetails alors vous devrez approuver tous les changements dans l’interface professionnelle avant qu’ils soient appliqués. S’il y a des modifications d’adhérent en attente de validation, elles apparaîtront sur le tableau de bord de l’interface professionnelle en-dessous de la liste des modules (avec d’autres éléments attendant une validation).
Note
Les administrateurs verront les modifications pour tous les sites, les autres membres du personnel ne verront que les modifications des lecteurs qui appartiennent au site auquel ils sont connectés.
En cliquant sur le lien “Adhérents demandant des modifications” vous accéderez à une liste d’adhérents avec les changements demandés.
Depuis ici vous pouvez « Approuver » et appliquer les modifications de l’inscription de l’usager, “supprimer” et remplacer les changements ou « Ignorer » et laisser les changements en attente pour les reprendre plus tard.
Si vous souhaitez voir la fiche de l’utilisateur en entier, vous pouvez cliquer sur le lien “Détails utilisateur” à la droite des boutons. Ceci ouvrira un nouvel onglet.
Fusionner des fiches adhérents
Si vous vous retrouvez accidentellement avec un adhérent avec deux cartes, il est possible de fusionner leurs fiches afin de ne pas perdre leur historique de prêt ou leurs réservations.
Dans la liste des adhérents, cochez les fiches que vous voulez fusionner et cliquez sur « Fusionner les adhérents sélectionnés ».
Note
It is possible to merge more than two records at a time.
Select the patron record you want to keep
If necessary, click the “Compare patrons” button to see the differences between the different accounts.
Click the “Merge patrons” button.
The checkouts and statistics will be transferred to the right record and the other one will be deleted.
Permissions de l’adhérent
Les permissions de l’adhérent sont utilisées pour définir les droits des bibliothécaires dans l’interface professionnelle.
Important
Chaque bibliothécaire doit avoir au moins la permission “catalogue” d’activée afin de pouvoir avoir accès à l’interface professionnelle.
Définir les permissions des adhérents
Sur la fiche de l’adhérent, cliquez sur le bouton « Plus » et choisissez « Définir les permissions » pour modifiez les autorisations de l’adhérent.
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.
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.
Définition des permissions de l’adhérent
Access to all librarian functions (superlibrarian)
Note
Avec cette permission totale, il n’y a pas besoin d’en choisir d’autres
Check out and check in items (circulate)
Autres permissions de circulation (circulate_remaining_permissions)
This permission grants all circulation rights except those covered by permissions listed below
Forcer le prêt s’il existe une limite (force_checkout)
Avec cette permission le membre du personnel sera autorisé à outrepasser les restrictions suivantes durant l’enregistrement des prêt :
restriction d’âge
le document est emprunté par un autre adhérent
le document n’est pas pour le prêt
l’adhérent a des documents en retard
le document est perdu
le document est très demandé
le document est réservé
Marquer les notes de prêt comme Vue/Non vues (manage_checkout_notes)
- The permission to manage the checkout notes written by users
through the OPAC
Manage curbside pickups (manage_curbside_pickups)
The permission to manage patron curbside pickup appointments
Gérer les restrictions de dossiers (manage_restrictions)
Le personnel a la permission d’enlever une suspension sur la fiche d’un adhérent
Générer un rapport de documents en retard (overdues_report)
L’autorisation de lancer les rapports de retards se trouve dans le module Circualtion
Outrepasser le blocage de renouvellement (override_renewals)
With this permission, a staff member can override renewals if there is a restriction
Les employés ont aussi besoin des circulate_remaining_permissions
Staff access, allows viewing the catalogue in staff interface (catalogue) Required for staff login.
Important
This permission must be given to all staff members to allow them to log into the staff interface
This will allow access to the staff interface, with the possibility of
searching the catalogue (simple search, advanced search and item search)
searching the authorities
viewing the checkout history of a title (no patron information is shown)
creating private or public lists, adding items to private lists and public lists, if the public list permission allows it, editing and deleting private lists
using the cart
viewing course reserves
Manage Koha system settings (Administration panel) (parameters)
Manage account debit and credit types (manage_accounts)
Ce lien vous redirigera vers la section des types de frais
Manage additional fields for baskets or subscriptions (manage_additional _fields)
Ce lien vous redirigera vers la section champs supplémentaires
Important
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)
Permettre l’accès à la page de gestion des paramètres d” alertes audio du module administration.
Gestion des valeurs autorisées et de leurs catégories (manage_auth_ values)
Permettre l’accès à la page de gestion des valeurs autorisées des paramètres du module administration.
Manage background jobs (manage_background_jobs)
The ability to access the jobs management section of the administration module.
Gérer les règles de circulation (manage_circ_rules)
Permettre l’accès à la page de gestion des règles de circulation dans le module administration.
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.
Gestion les villes et villages (manage_cities)
La capacité d’accéder la section :ref:`Villes et villages <cities-and-towns-label>`dans le module d’administration.
Gérer les sources de classification et règles de classement (manage_classifications)
Permettre l’accès à la page de gestion des sources de classification dans le module administration
Gérer les configurations des colonnes (manage_column_config)
Permettre l’accès à la page de gestion des paramètre du tableau dans le module administration
Manage curbside pickups (manage_curbside_pickups)
L’autorisation de gérer les paramètres et créneaux de la collecte sur rendez-vous dans le module Administration.
Gérer les paramètres Voulez-vous dire? (manage_didyoumean)
Permettre l’accès à la page de gestion des paramètres :ref:`Voulez-vous dire? <did-you-mean?-label>`dans le module administration.
Manage authentication providers (manage_identity_providers)
Grants access to the Identity providers configuration in the administration module.
Gérer les alertes de circulation (manage_item_circ_alerts)
Permettre l’accès à la page de gestion des paramètres d” alerte de circulation du module administration.
Gérer les champs de recherche des exemplaires (manage_item_search_fields)
Permettre l’accès à la page de gestion des paramètres champs recherche des exemplaires :ref:`champs de recherche des exemplaires <item-search-fields-label>`dans le module d’administration.
Gérer les types de documents (manage_itemtypes)
Permettre l’accès à la page de gestion des paramètres types de document dans le module d’administration.
Manage keyboard shortcuts for the advanced cataloging editor (manage_ keyboard_shortcuts)
L’autorisation d’accéder à la page de configurations des raccourcis clavier dans le module administration
Gérer les paramètres de bibliothèques et groupes de bibliothèques (manage_libraries)
Permettre l’accès à la page de gestion des paramètres bibliothèques et groupes de bibliothèques dans le module d’administration.
Manage Mana KB content sharing (manage_mana)
Permettre l’accès à la page de gestion des paramètres :ref:`partager du contenu avec Mana KB <share-with-mana-kb-label>`dans le module d’administration.
Gérer les grilles MARC de catalogage et d’autorités et les tester (manage_marc_frameworks)
La possibilité d’accéder aux pages de configuration, dans le module Administration, des grilles de catalogage MARC, types d’autorité, liens Koha - MARC, et tests des grilles de catalogage MARC.
Gérer les règles de concordances (manage_matching_rules)
Permettre l’accès à la page de gestion des règles de concordance dans le module d’administration.
Gérer les paramètres de configuration des ensembles OAI (manage_oai_sets)
Permettre l’accès à la page de gestion des paramètres de :ref:`configuration des ensembles OAI <oai-sets-configuration-label>`dans le module d’administration.
Manage extended patron attributes (manage_patron_attributes)
Permettre l’accès à la page de gestion des paramètres :ref:`attributs utilisateur <patron-attribute-types-label>`dans le module d’administration.
Gérer les catégories d’utilisateurs (manage_patron_categories)
Permettre l’accès à la page de gestion des catégories d’tuilisateurs dans le module d’administration.
Gérer les paramètres de configuration du moteur de recherche (manage_search_engine_config)
La possibilité d’accéder à la configuration du moteur de recherche dans le module Administration. Note : cette section ne sera visible que si la préférence système SearchEngine est paramétrée sur “Elasticsearch”.
Manage saved search filters (manage_search_filters)
The ability to access the search filters administration page in the administration module.
Gérer la configuration Z39.50 et des serveurs SRU (manage_search_targets)
Permettre l’accès à la page de gestion des paramètres de :ref:`serveurs Z39.50/SRU <z39.50/sru-servers-label>`dans le module d’administration.
Gérer les profils de fournisseurs SMS (manage_sms_providers)
La possibilité d’accéder à la configuration des :ref:”fournisseurs de SMS <sms-cellular-providers-label>” dans le module Administration. Note : cette section ne sera visible que si la préférence système SMSSendDriver est paramétrée sur “Courriel”.
Manage SMTP servers (manage_smtp_servers)
The ability to access the SMTP servers section of the administration to add new SMTP servers.
Manage system preferences (manage_sysprefs)
The ability to access the system preferences in the administration module.
Manage library transfer limits and transport cost matrix (manage_transfers)
Permettre l’accès aux pages de gestion Limites de transfert réseau et ref:Matrice des coûts de transport <transport-cost-matrix-label> du module administration.
Manage usage statistics settings (manage_usage_stats)
Permettre l’accès à la page de gestion des paramètres partagez vos statistiques d’utilisation du module administration.
Autres permissions de paramétrage (parameters_remaining_permissions)
The ability to access all remaining areas in the administration module.
Add, modify and view patron information (borrowers)
Ajouter, modifier et afficher les informations de l’adhérent (edit_borrowers)
Le droit d’accéder au module Adhérents pour afficher les fiches d’adhérents, autant pour ajouter de nouveaux adhérents que les modifier.
View patron information 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)
Modifier les priorités de réservations (modify_holds_priority)
Allows staff members to alter the holds priority (moving patrons up and down the queue)
Faire des réservations pour les usagers (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
Note
Staff members with this permission need to also have the “Edit catalog (Modify bibliographic/holdings data)” permission
Supprimer tous les exemplaires en une seule opération (delete_all_items)
La capacité d’utiliser l’option “Supprimer tous les exemplaires” qu’on trouve sous le menu “Modifier” du module catalogage
Edit any item including items that would otherwise be restricted (edit_any_item)
Ability to edit items belonging to libraries from other library groups.
Éditer le catalogue (Modifier les données bibliographiques/d’exemplaires) (edit_catalogue)
Possibilité d’accéder à toutes les fonctions de catalogage via la page Cataloging
Éditer les exemplaires (edit_items)
Droit de modifier des exemplaires, sans permettre la modification de notices bibliographiques.
Limiter la modification exemplaires aux sous-champs définis dans la préférence système SubfieldsToAllowForRestrictedEditing (edit_items_restricted)
If checked, the staff member will only be able to modify some item subfields
Note
Veuillez noter que l’autorisation “Modifier les exemplaires” est toujours nécessaire
Catalogage rapide (fast_cataloging)
L’autorisation de cataloguer en n’utilisant que la grille de catalogage rapide sur la page Circulation <#circulation>
Create, update and delete item editor templates owned by others (manage_item_editor_templates)
The ability to manage item templates created by other users
Create, update and delete item groups, add or remove items from an item group (manage_item_groups)
La possibilité de gérer les :ref:”groupes d’exemplaires <item-groups-label>”
Manage patrons fines and fees (updatecharges)
Faire une remise sur les débits pour les adhérents (discount)
Grant the ability to apply discounts to charges
Add manual credits to a patron account (manual_credit)
The ability to add manual credits to a patron’s account
Add manual invoices to a patron account (manual_invoice)
The ability to create manual invoices in a patron’s account
Montants crédités aux adhérents (paiement)
Grant the ability to reimburse credits to patrons
Rembourser des paiements aux adhérents (remboursement)
Grant the ability to refund payments that patrons have already made to the library
Autres permissions nécessaires à la gestion des frais et amendes des dossiers utilisateurs (remaining_permissions)
Grant the ability to manage fines and fees other than the actions described in the other sub-permissions (discounts, payouts, refunds and writeoffs)
Write off fines and fees (writeoff)
Grants the ability to write off patron fees
Acquisition management (acquisition)
Avertissement
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.
Ajouter et supprimer les postes budgétaires (mais ne peut pas les modifier) (budget_add_del)
Grants the ability to add funds and delete funds within a budget
Note that the budget_manage and budget_modify permissions are required for this one to work correctly
Gérer les postes budgétaires (budget_manage)
Accès à la page d’administration des postes budgétaires
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
Gérer tous les postes budgétaires (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
Modifier les postes budgétaires (modifier les lignes existantes, sans pouvoir en créer de nouvelles) (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
Gérer les contrats (contracts_manage)
Permettre la possibilité de créer, modifier et supprimer les contracts de fournisseurs
Gérer les devises et le taux de change currencies_manage)
Permettre l’accès aux configurations de Devises et taux de change du module d’administration.
Supprimer les paniers (delete_baskets)
Grants the ability to delete baskets
The staff member must also have the order_manage permission to be able to view the baskets in order to delete them.
Supprimer les factures (delete_invoices)
Grants the ability to delete invoices
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
Modifier les factures (edit_invoices)
Grants the ability to edit invoices (modify invoice information such as the invoice number, billing or shipping date, add adjustments, etc.)
The staff member will not be able to receive orders against an invoice unless they have the order_receive permission as well
Gérer les groupes de paniers (group_manage)
Grants the ability to create, edit, close and delete basket groups
Fusionner les factures (merge_invoices)
Permettre de fusionner des factures
Gérer les paniers et lignes de commande (order_manage)
Grants the ability to place orders, including creating baskets, adding order lines, closing baskets, etc.
Gérer tous les paniers et lignes de commande, quelques soient les restrictions qui leur sont attribuées (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
Réceptionner les commandes et gérer les colis (order_receive)
Grants the ability to create invoices, receive items and claim late orders
Gérer les 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.
Gérer les prévisions budgétaires (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
Reopen closed invoices (reopen_closed_invoices)
Grants the ability to reopen closed invoices
Manage vendors (vendors_manage)
Grants the ability to add, edit and delete vendors
Note that vendors are used in the acquisition and the serials module.
Gestion des suggestions
Gérer les suggestions d’achat (suggestions_manage)
Grants the ability to create and manage purchase suggestions, including creating new suggestions and changing the suggestions” statuses
Use all tools (tools)
Access to the files stored on the server (access_files)
Access to the Upload tool
Télécharger les photos des adhérents par lots ou une à une (batch_upload_patron_images)
Access to the Image upload tool
Supprimer les anciens adhérents et rendre anonyme l’historique des prêts / lectures (supprime l’historique de lectures des adhérents) (delete_anonymize_patrons)
Aller à l” outil d’anonymisation des adhérents
Définir les jours de fermeture de la bibliothèque (edit_calendar)
Access to the Calendar/holidays tool
Rédiger des annonces pour l’OPAC et l’interface professionnelle (edit_news)
Access to the News tool
Paramétrer les relances pour les documents en retard (edit_notice_status_triggers)
Aller à l”outil de paramétrages des relances
Définir les notifications (edit_notices)
Access to the Notices and slips tool
Lancer la modification par lot des adhérents (edit_patrons)
Access to the Batch patron modification tool
Edit quotes for the quote-of-the-day feature (edit_quotes)
Access to the Quote of the Day (QOTD) Editor
Exporter des données bibliographiques et d’exemplaires (export_catalog)
Access to the Export data tool
Importer des données sur les adhérents (import_patrons)
Access to the Import patrons tool
Perform inventory of your catalog (inventory)
Aller à l” outil d’inventaire
Lancer la suppression par lot d’exemplaires (items_batchdel)
Access to the Batch item deletion tool
Lancer la modification par lot d’exemplaires (items_batchmod)
Access to the Batch item modification tool
Limiter la modification par lot d’exemplaires aux sous-champs définis dans la préférence système SubfieldsToAllowForRestrictedBatchmod (items_batchmod_restricted)
Limite l’outil de modification d’exemplaires par lots aux sous-champs définis dans la préférence système SubfieldsToAllowForRestrictedBatchmod
Veuillez noter que l’autorisation items_batchmod est toujours obligatoire
Créer des étiquettes et des codes à barres imprimables à partir des données du catalogue et des adhérents (label_creator)
Accéder aux outils de :ref:”Création de carte d’adhérent <patron-card-creator-label>”, de Création d’étiquettes et de :ref:` Création d’étiquettes rapide <quick-spine-label-creator-label>`
Gérer les profils d’export CSV (manage_csv_profiles)
Access to the CSV profiles tool
Add, edit and delete patron lists and their contents (manage_patron_lists)
Accès à l’outil listes d’utilisateurs
Gérer les notices MARC téléchargées, incluant l’importation dans le catalogue et l’annulation de l’importation (manage_staged_marc)
Access to the Manage staged MARC records tool
Gérer les modèles de transformation MARC (marc_modification_templates)
Aller à l’outil de modèles de transformation MARC
Modérer les commentaires des adhérents (moderate_comments)
Access to the Comments tool
Modérer les tags des adhérents (moderate_tags)
Aller à l’outil de gestion des Tags
Effectuer la suppression de notices (bibliographiques ou autorités) par lot (records_batchdel)
Access to the Batch record deletion tool
Effectuer la modification de notices (bibliographiques ou autorités) par lot (records_batchmod)
Access to the Batch record modification tool
Gérer la rotation des collections (rotating_collections)
Aller à l’outil de ref:Rotation des collections <rotating-collections-label>
Planifier les tâches à exécuter (schedule_tasks)
Aller à l’outil Planificateur de tâches
Télécharger des notices MARC dans le réservoir (stage_marc_import)
Aller à l’outil Télécharger des notices dans le réservoir
Upload any file (upload_general_files)
Access to upload files via the Upload tool
Upload local cover images (upload_local_cover_images)
Access to the Upload local cover image tool as well as permission to add and delete local cover images from the record detail page
Gérer les fichiers téléversés (upload_manage)
Access to uploaded files via the Upload tool
Note that the upload_general_files permission is required for this permission to work
Consulter les logs du système (view_system_logs)
Accès à l’outil ref:Consultation des registres <log-viewer-label>
Modifier des autorités (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)
Vérifier l’expiration d’un périodique (check_expiration)
Donne la permission de vérifier l’expiration d’un périodique
Claim missing serials (claim_serials)
Gives the ability to claim missing issues
Créer un nouvel abonnement (create_subscription)
Gives the ability to add new subscriptions
Supprimer un abonnement existant (delete_subscription)
Gives the ability to delete serial subscriptions
Modifier un abonnement existant (edit_subscription)
Donne la possibilité de modifier un abonnement de périodique existant
Cette autorisation ne comprend pas la capacité à supprimer ou à créer un abonnement
Réception des périodiques (receive_serials)
Gives the ability to receive issues of existing subscriptions
Renouveler un abonnement (renew_subscription)
Donne la permission de renouveler les abonnements de périodiques
Routing (routing)
Donne la possibilité de gérer les :ref:”listes de routage <create-a-routing-list-label>”
Gérer les abonnements de tous les sites (superserials)
This permission is only useful if the IndependentBranches system preference is used
Allow access to the reports module (reports)
Les requêtes disponibles sur la page :ref:”Circulation <circulation-reports-label>” ne sont pas contrôlés par cette permission; elle ne gère que l’accès au module :ref:”Rapports <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.
Créer des rapports SQL (create_reports)
The ability to create guided reports or SQL reports, but not run saved ones
Supprimer des rapports SQL (delete_reports)
The ability to delete saved SQL reports
Note that you need execute_reports in order to be able to delete them
Exécuter des rapports SQL (execute_reports)
The ability to run custom SQL reports, but not create or edit them
Allow staff members to modify permissions for other staff members (staffaccess)
This permission requires the borrowers permission above
Réserves de cours (coursereserves)
Permettre l’accès au module de Réserve de cours
Notez que si la préférence système UseCourseReserves n’est pas activée, ces permissions n’auront aucun effet
Add course reserves (add_reserves)
Grants the ability to add items to existing courses
Remove course reserves (delete_reserves)
Grant the ability to remove items from existing courses
Add, edit and delete courses (manage_courses)
Grants the ability to create, edit and delete courses, but not manage the items
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)
Possibilité d’installer ou de désinstaller les plugins
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)
Possibilité d’utiliser les plugins rapport
Utiliser les plugins outils (tool)
Possibilité d’utiliser les plugins outils
Lists (lists)
Important
All staff members have permission to create, modify and delete their own lists. These permissions are only necessary if you’d like to give a staff member permission to edit or delete public lists that they have not created.
Delete public lists (delete_public_lists)
The ability to delete public lists created by someone else
Edit public lists contents (edit_public_list_contents)
The ability to change the contents of public lists that have the « Permitted staff only » permission.
Edit public lists (edit_public_lists)
The ability to edit the name, settings, and permissions of a public list owned by someone else.
This does not give the staff member permission to change the contents of the list, unless the list permissions allow them to.
Patron clubs (clubs)
Créer et modifier des clubs (edit_clubs)
Créer et modifier les clubs d’adhérents avec :ref:” l’outil Club d’adhérents <patron-clubs-label>`
Créer et modifier des modèles de clubs (edit_templates)
Créer et modifier les modèles de club avec :ref:”l’outil Club d’adhérents <patron-clubs-label>”
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)
Donner l’accès au :ref:”module de Prêt Entre Bibliothèques (PEB) <ill-requests-label>”
Self check modules (self_check)
Se connecter au module de retour en libre service (self_checkin_module)
Note
This permission prevents the patron from using any other OPAC functionality
Perform self checkout at the OPAC (self_checkout_module)
Note
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
Gestion de la trésorerie (cash_management)
Add, edit and archive cash registers (manage_cash_registers)
Le personnel avec cette permission pourra gérer les caisses dans le module administration
Access the point of sale page and take payments (takepayment)
Grants access to the point of sale module
Recalls (recalls)
Gérer les rappels pour les adhérents (manage_recalls)
Grants access to the recall management page
Manage the electronic resources module (erm)
This permission serves two purposes
Donne accès au personnel aux notices ERM (Contrats, Licences, Collections numériques etc.)
Library staff MUST have this permission in order to be attached as Agreement and License Users on Agreement and License records
Allow staff to change logged in library (loggedinlibrary)
The ability to change the library when logging into the staff interface.
The ability to set the library in the staff interface.
Note
Staff members who do not have this permission will only be able to log into their home library.
Informations adhérent
Quand vous examinez la fiche d’un adhérent, vous choisissez parmi les onglets de gauche, le type d’information que vous souhaitez voir.
Aller à : Adhérents > Parcourir ou chercher un adhérent > Cliquer sur le nom de l’adhérent
Check out
Pour des informations sur le prêt de documents, cliquez sur la section Prêt de ce manuel.
Les membres du personnel peuvent accéder à l’écran de leurs propres emprunts en cliquant sur leur nom d’utilisateur situé en haut à droite de l’interface professionnelle et en choisissant “Mes prêts”
Détails
Note
Les membres du personnel peuvent accéder aux détails de leur compte en cliquant sur leur nom d’utilisateur situé en haut à droite de l’interface professionnelle et en choisissant “Mon compte”
Toutes les informations des adhérents apparaissent dans l’onglet Détails. Celui-ci inclut les coordonnées, des notes, attributs et identifiants de l’adhérent, préférences de messagerie, etc remplis lors de l’ajout de l’adhérent.
Dans le cas où les adhérents sont “Enfant” ou “Professionnel”, leurs garants associés apparaissent sur la fiche adhérent.
A child patron will list their guarantor
On the guarantor’s record, all children and/or professionals will be listed
If the age of the patron is outside the age range defined in their patron category a warning will appear on their record.
Circulation summary
Below the patron’s information on the details screen is a tabbed display of the items they have checked out, overdue, and on hold, among other things.
Checkouts
The first tab shows the items the patron currently has checked out. The number of current checkouts will be displayed in the tab title.
Note
You can customize the columns of this table in the “Table settings” section of the Administration module (table id: issues-table, under Patrons).
Click “Configure” at the top right of the table to access the administration module directly.
Relatives” checkouts
If the patron has family at the library, staff can see what the other family members have checked out. The total number of checkouts among all family members will be displayed in the tab title.
Note
You can customize the columns of this table in the “Table settings” section of the Administration module (table id: relatives-issues-table, under Patrons).
Click “Configure” at the top right of the table to access the administration module directly.
Charges
The Charges tab will only show in the patron accounts that have unpaid amounts or unused credits. The total amount of unpaid charges or unused credits will be displayed in the tab title.
The tab will show the total amount, without any details. To see the details, go to the accounting tab.
Guarantees” charges
This tab will appear if the patron has guarantees and those guarantees have unpaid charges in their account. The total amount owed by guarantees will be displayed in the tab title.
The tab will show the guarantee’s name and the total unpaid amount, without any details. To see details, go to the guarantee’s accounting tab.
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.
Note
The barcode and call number will only appear on item-level holds or holds that have been confirmed. Record-level holds that are not waiting to be picked up will not have barcodes or call numbers.
À partir d’ici, vous pouvez gérer les réservations de l’utilisateur : changer la bibliothèque de retrait, annuler ou suspendre les réservations.
Note
Vous serez autorisés à suspendre les réservations seulement si la préférence système SuspendHoldsIntranet est paramétrée sur « Permettre ».
Note
Si, lors de la suspension d’une réservation, vous souhaitez pouvoir définir une date de ré-activation automatique de la réservation, paramétrez la préférence système :ref:”AutoResumeSuspendedHolds <AutoResumeSuspendedHolds-label>` sur « Permettre » et assurez-vous d’activer le cron job :ref:”unsuspend_holds <cron-unsuspend-holds-label>”.
Recalls
If recalls are enabled, currently active recalls requested by the patron will appear in this tab. The number of active recalls will be displayed in the tab title.
From here staff members can see the status of each recall and manage them.
Article requests
If the ArticleRequests system preference is enabled, and the circulation rules allow it, the patrons will be able to request articles, either through the OPAC or in the staff interface. The number of active requests will be displayed in the tab title.
The details of the patron’s request, and its status, are visible in this tab.
Claims
If the patron has claimed they returned items, but those were not checked in, the claims will be shown in this tab. The number of resolved and unresolved claims will be displayed in the tab title. The first number, in green (or in gray if it’s 0), represents the number of resolved claims and the second number, in yellow (or in gray if it’s 0), represents the number of unresolved claims.
From this tab, staff can edit claim notes and resolve claims.
Restrictions
L’onglet Suspensions s’affichera sur toutes les fiches adhérents. Si l’adhérent n’est pas suspendu, cela sera aussi précisé.
Si l’adhérent est suspendu, les précisions s’afficheront dans l’onglet Suspensions.
- There are at least four kinds of restrictions:
Manual
Overdues
Suspension
Quitus
Using the “Add manual restriction” link you can add a restriction to the patron record from here. This can be used for any type of restriction you need to put manually on a patron record.
Type: if the PatronRestrictionTypes system preference is enabled, you will have a choice of restriction types. This list can be managed from the patron restriction types administration page
Comment: enter a comment to explain the restriction
Expiration: optionally enter an expiration date for this restriction. If there is no expiration date, the restriction will stay on the file until it is removed. If there is an expiration date, the restriction will automatically be removed.
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.
Cette suspension ne sera levée automatiquement au retour des documents en retard que si la préférence système AutoRemoveOverduesRestrictions est paramétrée sur “Permettre”.
In the circulation rules, you can choose to fine users by suspending them instead of (or in addition to) fining them money. In that case, returning an overdue document will trigger a suspension restriction.
Patrons may also be restricted if you have issued a discharge for them. Once the discharge is validated, the patron is automatically restricted.
Patrons can also be restricted by setting flags in their accounts.
Restrictions on a patron record will block checkouts. In fact, a message will appear in red when going to the checkout page.
Les suspensions peuvent aussi empêcher le renouvellement des documents si la préférence système RestrictionBlockRenewing est paramétrée sur “bloquer”.
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.
Note
If you want to restrict patrons from doing various actions if their record is not pristine, check the following system preferences:
Set the OverduesBlockCirc system preference to “Block” to prevent patrons who have overdue materials from checking out other materials.
Set the OverduesBlockRenewing system preference to “block renewing for all the patron’s items” or “block renewing only for this item” to prevent patrons who have overdue materials from renewing their loans.
Enter values in the noissuescharge and NoIssuesChargeGuarantees system preferences in order to block checking out to patrons who have more than a certain amount in fines or to patrons whose guarantees owe more than a certain amount.
Enter a value in the maxoutstanding system preference to prevent patron from placing holds on the OPAC if they owe more than a certain amount.
Enter a value in the OPACFineNoRenewals system preference to prevent patron who owe more than a certain amount to renew their loans from the OPAC.
Set the BlockExpiredPatronOpacActions system preference to “Block” if you want to prevent patron whose membership has expired to place hold or renew their loans from the OPAC.
Clubs
If you use patron clubs, patrons will have a tab in their record indicating which club they are enrolled in, if any. The first number in the tab title is the number of clubs in which the patron is enrolled, and the second number is the number of clubs the patron is not enrolled in.
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, hold fees and any other charge you may have for patrons.
Note
Vous pouvez personnaliser les colonnes de ce tableau dans la section :ref:”Configurer les colonnes <column-settings-label>” du module Administration (référence du tableau : account-fines).
Note
It’s possible to print a summary of outstanding charges and unused credits in the patron’s account by clicking “Print” at the top of the page and choosing the “Print account balance”.
“Print summary” will print a full summary of the patron’s account, including outstanding charges.
The Transactions tab will show you the following columns:
Date: the date the charge, payment or credit was posted
Dans le cas des amendes, la date affichée sera le dernier jour où l’amende a été accumulée
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
Note
For overdue fines, the default is the title and the due date. You can customize this by editing the OVERDUE_FINE_DESC template in the Notices and slips tool.
Barcode: if the charge is linked to a particular item, the barcode is displayed
Call number: if the charge is linked to a particular item, the item’s call number is displayed
Due date: if the charge is an overdue fine, the due date is displayed
Checkin date: if the charge is an overdue fine, the checkin date is displayed
Checkout date: if the charge is an overdue fine, the check out date is displayed
Home library: if the charge is linked to a particular item the home library is displayed
Note: toutes les notes à propos des frais/paiement
Si vous autorisez vos utilisateurs à payer leurs amendes via l’OPAC par PayPal (:ref:”EnablePayPalOpacPayments <enablepaypalopacpayments-and-paypalsandboxmode-label>”) ,vous verrez une Note qui indique “PayPal” pour les frais payés avec cette méthode
Montant: le montant total du paiement ou des frais
Montant à recouvrer: le montant des frais affiché doit être payé
Actions:
A selection of actions available to take upon the account line as detailed below
En haut du tableau, vous pouvez cliquer sur “Filtrer les transactions payées” pour cacher toutes les transactions complétées et au-dessus de ce bouton, vous pouvez utiliser la boite de recherche pour trouver une amende ou un frais particulier.
Actions
Action buttons will be available for the different account lines depending on the user’s permissions and the account type and status.
A button to print or email a receipt or invoice for that line item
Note
If the line item is a credit (payment, writeoff or other credit), the receipt that will be printed will be the ACCOUNT_CREDIT notice. It can be customized in the Notices and slips tool.
If the line item is a debit (a charge), the invoice that will be printed will be the ACCOUNT_DEBIT notice. It can be customized in the Notices and slips tool.
A button to show further details about the charge and any payments that have been made
A button to void (reverse) a payment/credit
This button will only appear on a payment/credit line. Upon voiding the line it will reverse the payment process restoring the amountoutstanding for any debts/debits which the payment/credit may have previously been used to offset. This action is most commonly used to correct cases where a payment was recorded but never actually received. The credit line will be set to a zero amount and updated to VOID.
A button to cancel (remove) a charge/debit
This button will only appear on a charge/debit line that has not already had any payment/credits applied to it. Upon cancelling the line it will be marked as “Cancelled” and a CANCELLATION line will be added and offset against it. This action is most commonly used to correct cases where a charge was made mistakenly.
A button to pay against charges/debits with outstanding amounts
This button will appear against any charge/debit with an outstanding amount. The subsequent page can be used to pay or writeoff the line partially or in full with a PAYMENT or WRITEOFF line will being added.
A button to issue a payout of credit
This button will appear against any credit line that has an amount outstanding and you have the payout permission. It allows the librarian to return outstanding credit to the patron and record the action with a PAYOUT line.
A button to issue a refund against a charge/debit
This button will appear against any charge/debit line that has been paid or partially paid and you have the refund permission. The subsequent modal dialogue will allow you to partially or fully refund the offset debt, either in CASH or by means of a credit added to the account.
A button to apply a discount to a charge/debit
This button will appear against any charge/debit which has not already been offset by a credit/payment and you have the discount permission. The subsequent modal dialogue will allow you to add a discount upon the charge.
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
Les frais de réservation seront calculés en fonction des règles que vous avez définies dans l’administration des :ref:”Types et Catégories adhérent <patron-categories-label>`
Le coût du prêt est facturé sur le base du paramétrage dans l’administration des :ref:”Types de document <item-types-label>`
Marquer un exemplaire “perdu” dans la page de modification des exemplaires facturera automatiquement à l’adhérent le prix public du document.
Creating a patron in a category with an enrollment fee.
Renewing a patron account in a category with an enrollment fee.
Les charges de demandes d’article seront calculés sur la base de la section :ref:”Frais de demandes d’article <default-article-request-fees-label> des règles de circulation.
Creating manual invoices
For fees that are not automatically charged, staff can create a manual invoice.
Note
Staff need the manual_invoice (or superlibrarian) permission in order to add manual credits to a patron’s account.
Click on the “Create manual invoice” tab
Type: choose the type of invoice to create.
Note
Pour ajouter des valeurs à la liste déroulante des types de facture, ajoutez-les à aux types de débit dans le module Administration.
Barcode: if the fee is associated with an item you can enter its barcode so that the line item shows a link to that item.
Description: enter the description of the charge.
Note: if needed, add a note about this charge.
Amount: enter the amount of the charge, do not enter currency symbols, only numbers and decimals
If any additional fields were set up for account line debits, they will appear here.
Click “Save” to charge the amount to the patron’s account, or
Click “Save and pay” to charge the amount to the patron’s account and go directly to the payment page.
Paying and writing off charges
Each account line can be paid in full or written off using the “Make a payment” tab.
Note
Vous pouvez personnaliser les colonnes de ce tableau dans la section :ref:”Configurer les colonnes <column-settings-label>” du module Administration (référence du tableau : pay-fines-table).
Each account line can be paid in full, partially paid, or written off.
Paying an individual charge in full
To pay an individual charge in full:
If you need to add a note about the payment, click “Add note” and type in the note before proceeding.
Click the “Pay” button next to the charge to be paid in full.
A table will show the details of the charge being paid, the full amount of the charge will be populated for you in the “Amount being paid” and the “Amount tendered” fields.
Note
If you made a mistake and this charge should be written off instead, you can switch between “Pay” and “Write off” mode using the buttons located at the top of this tab. See Writing off an individual charge below.
Amount being paid: this is the amount that will be debited from the charge. When paying a charge in full, this should be the full amount.
Amount tendered: this is the actual amount handed to you by the patron, it will be used to calculate the change. For example, if a patron has a 2.75$ fine to pay, and they pay with a 5$ bill, enter 5 in “Amount tendered”.
Change to give: if the amount being paid and the amount tendered are different (i.e. more money was collected) the amount of change to be given will be displayed.
Payment type: choose the type of payment.
Note
This field will only appear if one or more values are defined under the PAYMENT_TYPE authorized value.
Note
This field will be required if either the UseCashRegisters system preference or the RequirePaymentType system preference is enabled.
Cash register: if the UseCashRegisters system preference is enabled, you will have a choice of cash register in which to enter the transaction.
Note
If the UseCashRegisters system preference is enabled, and the CASH payment type is chosen above, you will be required to choose a cash register for the payment.
Whether or not this field is required when another payment type is chosen is determined by the RequireCashRegister system preference.
If any additional fields were set up for account line credits, they will appear here.
Click “Confirm”.
If change was to be given back to the patron, a pop-up window will appear to remind you, click “Yes” to confirm that you gave back the correct amount and confirm the payment.
The charge’s outstanding amount will be set to zero (fully paid), and a payment line will be added in the patron’s transactions.
Note
If the FinePaymentAutoPopup system preference is enabled, a print dialogue window will display. The receipt printed uses the letter ACCOUNT_CREDIT, which can be modified in the Notices and slips tool. If change was given for this transaction the details will be included when using this system preference.
In addition to printing receipts you can enable email receipts for payment and writeoff transactions with the UseEmailReceipts system preference. The email sent uses the ACCOUNT_PAYMENT letter, which can be modified in the Notices and slips tool.
Partially paying an individual charge
To partially pay an individual charge:
Click the “Pay” button next to the charge to be partially paid.
A table will show the details of the charge being paid, the full amount of the charge will be populated for you in the “Amount being paid” and the “Amount tendered” fields.
Note
If you made a mistake and this charge should be written off instead, you can switch between “Pay” and “Write off” mode using the buttons located at the top of this tab. See Partially writing off an individual charge below.
Amount being paid: this is the amount that will be debited from the charge. When partially paying a charge, enter the amount that should be paid.
Amount tendered: this is the actual amount handed to you by the patron, it will be used to calculate the change. For example, if a patron has a 2.75$ fine to pay, and they pay with a 5$ bill, enter 5 in “Amount tendered”.
Change to give: if the amount being paid and the amount tendered are different (i.e. more money was collected) the amount of change to be given will be displayed.
Payment type: choose the type of payment.
Note
This field will only appear if one or more values are defined under the PAYMENT_TYPE authorized value.
Note
This field will be required if either the UseCashRegisters system preference or the RequirePaymentType system preference is enabled.
Cash register: if the UseCashRegisters system preference is enabled, you will have a choice of cash register in which to enter the transaction.
Note
If the UseCashRegisters system preference is enabled, and the CASH payment type is chosen above, you will be required to choose a cash register for the payment.
Whether or not this field is required when another payment type is chosen is determined by the RequireCashRegister system preference.
If any additional fields were set up for account line credits, they will appear here.
Click “Confirm”.
If change was to be given back to the patron, a pop-up window will appear to remind you, click “Yes” to confirm that you gave back the correct amount and confirm the payment.
The charge will be updated to show the original amount and the current amount outstanding, and a payment line will be added in the patron’s transactions.
Note
If the FinePaymentAutoPopup system preference is enabled, a print dialogue window will display. The receipt printed uses the letter ACCOUNT_CREDIT, which can be modified in the Notices and slips tool. If change was given for this transaction the details will be included when using this system preference.
In addition to printing receipts you can enable email receipts for payment and writeoff transactions with the UseEmailReceipts system preference. The email sent uses the ACCOUNT_PAYMENT letter, which can be modified in the Notices and slips tool.
Paying an amount towards all charges
To pay an amount towards all charges:
Click the “Pay amount” button.
The total amount outstanding in the patron’s account will be displayed, and populated for you in the “Amount being paid” and the “Amount tendered” fields.
Total amount outstanding: this is the total unpaid charges in the patron’s account.
Amount being paid: this is the amount that will be debited from the outstanding amount. Enter the amount that will be paid.
Amount tendered: this is the actual amount handed to you by the patron, it will be used to calculate the change. For example, if a patron has a 2.75$ fine to pay, and they pay with a 5$ bill, enter 5 in “Amount tendered”.
Change to give: if the amount being paid and the amount tendered are different (i.e. more money was collected) the amount of change to be given will be displayed.
Payment type: choose the type of payment.
Note
This field will only appear if one or more values are defined under the PAYMENT_TYPE authorized value.
Note
This field will be required if either the UseCashRegisters system preference or the RequirePaymentType system preference is enabled.
Cash register: if the UseCashRegisters system preference is enabled, you will have a choice of cash register in which to enter the transaction.
Note
If the UseCashRegisters system preference is enabled, and the CASH payment type is chosen above, you will be required to choose a cash register for the payment.
Whether or not this field is required when another payment type is chosen is determined by the RequireCashRegister system preference.
Note: if needed, add a note about this payment.
If any additional fields were set up for account line credits, they will appear here.
Click “Confirm”.
If change was to be given back to the patron, a pop-up window will appear to remind you, click “Yes” to confirm that you gave back the correct amount and confirm the payment.
The charges” outstanding amounts will be updated, with the payment applied to oldest charges first, and a payment line will be added in the patron’s transactions.
Note
If the FinePaymentAutoPopup system preference is enabled, a print dialogue window will display. The receipt printed uses the letter ACCOUNT_CREDIT, which can be modified in the Notices and slips tool. If change was given for this transaction the details will be included when using this system preference.
In addition to printing receipts you can enable email receipts for payment and writeoff transactions with the UseEmailReceipts system preference. The email sent uses the ACCOUNT_PAYMENT letter, which can be modified in the Notices and slips tool.
Paying selected charges
To pay only some charges:
Check the selection boxes next to the charges to be paid.
Click the “Pay selected” button.
The total outstanding amount for the selected charges will be displayed, and populated for you in the “Amount being paid” and the “Amount tendered” fields.
Total amount outstanding: this is the total unpaid amount for the selected charges.
Amount being paid: this is the amount that will be debited from the total outstanding amount of the selected charges. Enter the amount that will be paid.
Amount tendered: this is the actual amount handed to you by the patron, it will be used to calculate the change. For example, if a patron has a 2.75$ fine to pay, and they pay with a 5$ bill, enter 5 in “Amount tendered”.
Change to give: if the amount being paid and the amount tendered are different (i.e. more money was collected) the amount of change to be given will be displayed.
Payment type: choose the type of payment.
Note
This field will only appear if one or more values are defined under the PAYMENT_TYPE authorized value.
Note
This field will be required if either the UseCashRegisters system preference or the RequirePaymentType system preference is enabled.
Cash register: if the UseCashRegisters system preference is enabled, you will have a choice of cash register in which to enter the transaction.
Note
If the UseCashRegisters system preference is enabled, and the CASH payment type is chosen above, you will be required to choose a cash register for the payment.
Whether or not this field is required when another payment type is chosen is determined by the RequireCashRegister system preference.
Note: if needed, add a note about this payment.
If any additional fields were set up for account line credits, they will appear here.
Click “Confirm”.
If change was to be given back to the patron, a pop-up window will appear to remind you, click “Yes” to confirm that you gave back the correct amount and confirm the payment.
The selected charges” outstanding amounts will be updated, with the payment applied to oldest charges first, and a payment line will be added in the patron’s transactions.
Note
If the FinePaymentAutoPopup system preference is enabled, a print dialogue window will display. The receipt printed uses the letter ACCOUNT_CREDIT, which can be modified in the Notices and slips tool. If change was given for this transaction the details will be included when using this system preference.
In addition to printing receipts you can enable email receipts for payment and writeoff transactions with the UseEmailReceipts system preference. The email sent uses the ACCOUNT_PAYMENT letter, which can be modified in the Notices and slips tool.
Writing off all charges
To write off all charges in a patron’s account:
Click the “Write off all” button
Confirm the writeoff
All charges” outstanding amounts will be set to zero (fully paid/written off), and a writeoff line will be added in the patron’s transactions.
Writing off an individual charge
To write off a single charge:
If you need to add a note about the writeoff, click “Add note” and type in the note before proceeding
Click the “Write off” button next to the charge to be written off
A table will show the details of the charge being written off, the full amount of the charge will be populated for you in the “Writeoff amount” field.
Note
If you made a mistake and this charge should be paid instead, you can switch between “Pay” and “Write off” mode using the buttons located at the top of this tab. See Paying an individual charge in full above.
Writeoff amount: this is the amount that will be debited from the charge. When writing off a charge completely, this should be the full amount.
If any additional fields were set up for account line credits, they will appear here.
Click “Write off this charge”
The charge’s outstanding amount will be set to zero (fully paid/written off), and a writeoff line will be added in the patron’s transactions.
Note
If the FinePaymentAutoPopup system preference is enabled, a print dialogue window will display. The receipt printed uses the letter ACCOUNT_CREDIT, which can be modified in the Notices and slips tool. If change was given for this transaction the details will be included when using this system preference.
In addition to printing receipts you can enable email receipts for payment and writeoff transactions with the UseEmailReceipts system preference. The email sent uses the ACCOUNT_WRITEOFF letter, which can be modified in the Notices and slips tool.
Partially writing off an individual charge
To partially write off a single charge:
If you need to add a note about the writeoff, click “Add note” and type in the note before proceeding
Click the “Write off” button next to the charge to be written off
A table will show the details of the charge being written off, the full amount of the charge will be populated for you in the “Writeoff amount” field.
Note
If you made a mistake and this charge should be paid instead, you can switch between “Pay” and “Write off” mode using the buttons located at the top of this tab. See Partially paying an individual charge above.
Writeoff amount: this is the amount that will be debited from the charge. When partially writing off a charge, enter the amount to be written off.
If any additional fields were set up for account line credits, they will appear here.
Click “Write off this charge”
The charge will be updated to show the original amount and the current amount outstanding, and a writeoff line will be added in the patron’s transactions.
Note
If the FinePaymentAutoPopup system preference is enabled, a print dialogue window will display. The receipt printed uses the letter ACCOUNT_CREDIT, which can be modified in the Notices and slips tool. If change was given for this transaction the details will be included when using this system preference.
In addition to printing receipts you can enable email receipts for payment and writeoff transactions with the UseEmailReceipts system preference. The email sent uses the ACCOUNT_WRITEOFF letter, which can be modified in the Notices and slips tool.
Writing off selected charges
To write off only some charges:
If you need to add a note about the writeoff, click “Add note” and type in the note before proceeding
Check the selection boxes next to the fines to be written off
Click the “Writeoff selected” button
The total outstanding amount for the selected charges will be displayed, and populated for you in the “Writeoff amount” field.
Note
If you made a mistake and this charge should be paid instead, you can switch between “Pay” and “Write off” mode using the buttons located at the top of this tab. See Paying selected charges above.
Writeoff amount: this is the amount that will be debited from the charge. When writing off the charges completely, this should be the full amount.
Note: if needed, enter a note about this writeoff.
If any additional fields were set up for account line credits, they will appear here.
Click “Confirm”
The selected charges” outstanding amounts will be updated, with the writeoff applied to oldest charges first, and a writeoff line will be added in the patron’s transactions.
Note
If the FinePaymentAutoPopup system preference is enabled, a print dialogue window will display. The receipt printed uses the letter ACCOUNT_CREDIT, which can be modified in the Notices and slips tool. If change was given for this transaction the details will be included when using this system preference.
In addition to printing receipts you can enable email receipts for payment and writeoff transactions with the UseEmailReceipts system preference. The email sent uses the ACCOUNT_WRITEOFF letter, which can be modified in the Notices and slips tool.
Cancel fines or fees
If a user was charged for something and it’s an error, you can cancel the fee by clicking the “Cancel charge” button in the Actions column.
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.
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
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.
Creating manual credits
Les crédits manuels peuvent être utilisés pour payer partiellement des amendes ou pour annuler toute une amende.
Note
Staff need the manual_credit (or superlibrarian) permission in order to add manual credits to a patron’s account.
Click “Create manual credit”.
Type: choose the type of credit to apply.
Note
To add additional values to the manual credit type drop-down menu, add them to the credit types in the Administration module.
Barcode: if this credit is associated with an item you can enter that item’s barcode so that the line item links to the right item.
Description: enter the description of the credit.
Note: if needed, add a note about this credit.
Amount: enter the credit’s amount, do not enter currency symbols, only numbers and decimals.
Transaction type: choose the type of credit.
Note
This field will only appear if one or more values are defined under the PAYMENT_TYPE authorized value.
Note
This field will be required if either the UseCashRegisters system preference or the RequirePaymentType system preference is enabled.
Cash register: if the UseCashRegisters system preference is enabled, you will have a choice of cash register in which to enter the transaction.
Note
If the UseCashRegisters system preference is enabled, and the CASH transaction type is chosen above, you will be required to choose a cash register for the payment.
Whether or not this field is required when another transaction type is chosen is determined by the RequireCashRegister system preference.
If any additional fields were set up for account line credits, they will appear here.
Click “Add credit”.
This will add a credit line to the patron’s account.
Note
If the AccountAutoReconcile system preference is set to “Do”, the credit will automatically be used to reduce the outstanding amounts in the patron’s account, starting with the oldest charges.
Note
If the AutoCreditNumber system preference is enabled, credits will be numbered.
Printing invoices
Il y a un lien Imprimer sur la droite de chaque compte. Cliquez sur ce lien pour imprimer une facture qui contiendra la date et la description de l’opération, ainsi que le solde du compte.
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.
Dans ce tableau, vous pouvez voir et modifier toutes les listes de circulation de cet adhérent.
Historique de prêts
L’onglet d’historique des prêts est affiché si vous avez paramétré la préférence système intranetreadinghistory pour ce faire. Si vous avez paramétré la préférence système OPACPrivacy sur “Autoriser”, et si l’adhérent a décidé que la bibliothèque ne pouvait pas garder l’historique de ses prêts, cet onglet n’affichera que les exemplaires qui sont actuellement empruntés.
Note
Vous pouvez personnaliser les colonnes de ce tableau dans la section :ref:”Configurer les colonnes <column-settings-label>” du module Administration (référence du tableau : checkouthistory-table).
To see when an item was renewed and by whom, click ‘View’ in the Number of renewals column.
Si vous souhaitez exporter la liste de codes à barres de documents retournés aujourd’hui, vous trouvez cette option dans le menu “Plus” en haut à droite de la page.
Ceci va générer un fichier texte avec un code à barres par ligne.
Holds history
The holds history tab shows all the holds the patron has made, with their status.
Note
Vous pouvez personnaliser les colonnes de ce tableau dans la section :ref:”Configurer les colonnes <column-settings-label>” du module Administration (référence du tableau : holdshistory-table).
Log des modifications
Si vous avez configuré :ref:”BorrowersLog <BorrowersLog-label>” pour suivre les changements apportés aux fiches des adhérents, l’onglet Log des modifications est visible et affiche toutes ces informations. Si vous avez aussi activé IssueLog, vous verrez en plus les prêts et retours sur cet écran.
Le champ Bibliothécaire montre le numéro d’adhérent (utilisateur) de la personne qui a effectué les changements.
Le module des listes des “MEMBRES” pour le module adhérent
L’action vous informera quelle action a été enregistrée
Le champ Objet affiche le numéro d’adhérent qui est en train d’être modifié (dans l’exemple au-dessus, c’était la modification de sa propre fiche)
Notifications
Les préférences de notification des adhérents sont définies à la création ou lors de la modification d’un adhérent. Cet onglet montre les messages qui ont été envoyés ainsi que ceux qui sont en attente d’expédition.
Vous verrez le texte complet du message qui a été envoyé en cliquant sur son titre.
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.
Statistiques
Selon la valeur de votre préférence système :ref:”StatisticsFields <StatisticsFields-label>”, vous pouvez voir les statistiques de circulation par adhérent.
Fichiers
Si vous avez activé la préférence EnableBorrowerFiles, alors l’onglet “Fichiers” sera visible dans la page d’informations de l’adhérent.
Ici vous pouvez télécharger un fichier qui sera associé à la fiche de l’adhérent.
Tous les fichiers chargés vont apparaître au dessus du formulaire à partir duquel d’autres fichiers peuvent être chargés.
Suggestions d’achat
Si le lecteur a fait des suggestions d’achat, vous verrez un onglet “Suggestion d’achat” dans son compte.
À partir de cette page, vous pouvez voir toutes les suggestions qui ont été faites par les lecteurs ainsi que leurs statuts, vous pouvez également créer une suggestion d’achat au nom d’un utilisateur en utilisant le bouton en haut “Nouvelle suggestion d’achat”.
Learn more about managing purchase suggestions in the Acquisitions chapter of this manual.
Quitus adhérent
A discharge is a certificate that says the patron has no current checkouts and no holds. To enable this option on the patron record, set the useDischarge system preference to “Allow”.
Note
In France, a « quitus » (« discharge ») is needed if you want to register for an account in a library or a university.
Note
Les bibliothèques académiques exigent souvent qu’un utilisateur ait un compte vierge avant de pouvoir obtenir son diplôme.
Emitting a discharge
To generate a discharge for a specific patron, click the “Discharges” tab on the left of the patron record.
Or click on the “More” button and choose “Discharge”.
If the patron can have a discharge generated, it will have a button that says “Generate discharge”
If the patron has checkouts or holds, you’ll see a message explaining why the patron cannot be discharged.
Once the letter is generated you will have a PDF to download.
Note
You can customize this message in the Notices and slips tool. The letter code is DISCHARGE.
Note
You can style the PDF using the NoticeCSS preference, or add inline CSS in the DISCHARGE letter in the Notices and slips tool.
The patron will have a restriction added to their account.
A history of discharges will be added to the “Discharges” tab.
Approving discharge requests
Patrons can request discharges via the OPAC. Any pending discharges will be listed below the menu buttons on the main staff interface page, with other pending requests.
Clicking the pending discharge request link will open a screen where you can approve those discharges by clicking “Allow”.
Adhérents empêchés
Il y a trois rôles qu’un adhérent peut endosser dans le module de prêt aux publics empêchés : emprunteur, sélectionneur ou livreur.
Important
In order to use the housebound module, the HouseboundModule and ExtendedPatronAttributes system preferences must be enabled.
Sélectionneur
Si vous avez activé le module Public empêché, avec la préférence système HouseboundModule, vous verrez que les adhérents ont maintenant une nouvelle section dans leur fiche, appelée “Rôles pour les services aux publics empêchés”.
Cliquez sur le bouton “Ajouter” pour signaler cet adhérent comme “Sélectionneur”.
Le sélectionneur a la charge de choisir les documents pour l’adhérent empêché.
Livreur
Dans les “Rôles pour les services aux publics empêchés”, cliquez sur le bouton “Ajouter” pour signaler cet adhérent comme “Livreur”.
Le livreur a la charge d’apporter les documents choisis à l’adhérent empêché, un jour et une heure précis.
Publics empêchés
To create a housebound profile for an housebound patron, click on the “Housebound” tab in their record.
From there, you can edit their housebound profile information.
Delivery day: choose which day (or “Any”) the patron prefers to receive their delivery.
Fréquence : choisir la fréquence à laquelle ils souhaitent recevoir leurs livraisons.
Note
The frequencies are managed through the HSBND_FREQ list of authorized values.
Documents préférés : saisissez des notes qui aideront le sélectionneur à choisir judicieusement les documents pour l’adhérent empêché.
For example: books, dvds, magazines, etc.
Sujets : si l’adhérent empêché a des préférences pour des sujets particuliers, les noter ici. Cela aidera le sélectionneur à choisir des documents intéressants pour l’adhérent.
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 : saisissez n’importe quelles notes qui pourraient aider le sélectionneur ou le livreur.
Cliquer sur le bouton “Enregistrer les modifications” pour sauvegarder le profil de public empêché.
Coordinating deliveries
To plan visits, go to the housebound patron’s record.
In their housebound tab, you will be able to create deliveries.
Click on “Add a new delivery”.
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.
Sélectionneur : choisissez un sélectionneur, qui aura la charge de choisir les documents pour l’adhérent empêché.
Livreur : choisissez un livreur qui aura la charge de récupérer les documents et les apporter à l’adhérent empêché.
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.
Recalls history
If recalls are enabled, active and past recalls requested by the patron will appear in this tab.
From here staff members can see the status of each recall and manage them.
Authentification à 2 facteurs à l’interface professionnelle
Koha propose l’authentification à deux facteurs (2FA) pour la connexion à l’interface professionnelle.
This two-factor authentication uses a time-based one-time password (TOTP). A TOTP is a password can only be used once and is only valid for a limited time.
Users wanting to use the two-factor authentication must have an app to generate these TOTPs. Any authenticator app, such as Google Authenticator, andOTP, FreeOTP and many others can be used. Applications that enable backup of their 2FA accounts (either cloud-based or automatic) are recommended.
Activer l’authentification à deux facteurs avec la préférence système TwoFactorAuthentication.
Once this is done, the staff user must go to their account by clicking their username at the top of the page and clicking “My account”.
The user must then go to More > Manage two-factor authentication.
The status should be “Disabled” when first going to this page.
Click on “Enable two-factor authentication”.
A QR code will be presented. This code must be scanned with an authenticator app (see above for suggestions).
Note
If the app doesn’t allow to scan QR codes, the page gives the credentials that can be entered manually (account, key, time-based).
Once the QR code is scanned, the app will return a time-based PIN code. The user must enter this PIN code in the PIN code field and click “Register with two-factor app”.
The status of the two-factor authentication will now be enabled.
Note
An email will be sent to the user’s email address to alert them that the two-factor authentication has been enabled on their account.
You can customize this message in the Notices and slips tool. The letter code is 2FA_ENABLE.
When this user tries to log in to the staff interface, they will have to enter their username and password, like always, but also a two-factor authentication code.
The user must then open their authenticator app, generate a time-based one-time password and enter it in the field in order to log in.
Note
Alternatively, if the user doesn’t have the app handy, they can click on “Send the code by email”, which will send them an email with a time-based one-time password for them to use.
The email is based on the 2FA_OTP_TOKEN notice template, which can be customized in the Notices and slips tool.
Should the user wish to disable their two-factor authentication, they can go to their account in the staff interface, click More > Manage two-factor authentication and click “Disable two-factor authentication”.
Note
An email will be sent to the user’s email address to alert them that the two-factor authentication has been disabled on their account.
You can customize this message in the Notices and slips tool. The letter code is 2FA_DISABLE.
Recherche Adhérent
Cliquer sur le lien du module Utilisateurs vous redirigera vers l’écran de recherche des utilisateurs. À partir de cette interface, vous pourrez rechercher un utilisateur en utilisant une partie de son nom ou de son numéro de carte.
Cliquer sur le bouton [+] à la droite de la boîte de recherche ouvrira un formulaire de recherche avancée des utilisateurs avec plusieurs filtres permettant notamment de limiter la recherche par catégorie de lecteur et/ou bibliothèque.
Vous pouvez filtrer les résultats des adhérents en utilisant les options de recherche situées sur le côté gauche de la page:
En fonction de ce que vous avez choisi pour “Champs de recherche” vous pouvez rechercher des adhérents de plusieurs manières.
Standard:
Entrer une partie de leur nom, prénom, courriel ou code à barres
Courriel :
Saisissez n’importe quelle partie de l’adresse courriel de l’usager et choisissez “Contient” au lieu de “Commence par”
N° d’adhérent:
Entrez un numéro d’adhérent
Numéro de téléphone:
Entrez le numéro de téléphone exactement comme il est dans le système ou en utilisant les espaces entre chaque groupe de numéros.
Exemple: Pour trouver (212) 555-1212 vous pouvez chercher exactement cette forme ou chercher sans parenthèse 212 555 1212
Adresse postale:
Tapez n’importe quelle partie de l’adresse de l’usager (inclut toutes les zones adresses) et choisissez « contient » au lieu de « commence par » pour trouver la chaîne de caractères n’importe où dans l’adresse
Date de naissance
Les dates de naissance devraient être entrées en utilisant le format choisi dans la préférence dateformat.
Champ de tri 1
C’est un champ basique que les bibliothèques peuvent utiliser pour tout type de données concernant l’adhérent.
Champ de tri 2
C’est un champ basique que les bibliothèques peuvent utiliser pour tout type de données concernant l’adhérent.
Vous pouvez également choisir de rechercher dans les champs ce qui commence ou contient la chaîne de caractères que vous avez saisi. Choisir “Contient” équivaut à une recherche avec une troncature.
Vous pouvez aussi feuiller la liste des adhérents en cliquant sur une lettre de la barre de navigation qui se trouve en haut de la page.
If your search only returns one result, you will be taken directly to the patron’s file. If your search returns more than one result, you will be given a list from which to choose.
Note
You can customize the columns of this table in the “Table settings” section of the Administration module, under the patrons tab (table id: memberresultst).
Communiquer avec les adhérents
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.
They show up in the “Your summary” section of the patron’s online account in the OPAC.
In the staff interface, OPAC notes will be in the “Library use” section of the patron’s file.
OPAC messages
OPAC messages are added to the patron’s file using the “Add message” button.
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.
Note
Predefined messages are added in the BOR_NOTES authorized value category
Once saved, the patron will be able to see the message in the “Your summary” section of their online account. The patron will also be able to see the date on which the message was added as well as the name of the branch. They will have the option to dismiss the message. This will hide the message from their OPAC account and mark it as read, but it will not delete the message.
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.
It will also appear on the checkout page, to the right of the checkout box.
If you need to edit the message, click the “Edit” button next to the message, edit the text and click “Save”.
Avertissement
If you edit a message that has been dismissed by the patron, it will stay as “Read” and the patron will not see your edit.
If the patron dismisses the message, a “Read” mention with the date will appear next to the message in the staff interface to inform staff members that this message was read by the patron.
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.
Si vous avez paramétré la préférence système :ref:”EnhancedMessagingPreferencesOPAC <EnhancedMessagingPreferencesOPAC-label>` sur “Afficher”, les adhérents pourront modifier leurs préférences de notifications à partir de leur compte OPAC.
Document à retourner: Cet avis de rappel est envoyé le jour même de la date de retour.
Customize this notice by editing the DUE or DUEDGST notices in the Notices and slips tool
Advance notice: A notice in advance of the patron’s items being due (the patron can choose the number of days in advance)
Customize this notice by editing the PREDUE or PREDUEDGST notices in the Notices and slips tool
Hold filled: A notice when you have confirmed the hold is waiting for the patron, and when a curbside pickup is scheduled.
Customize the hold filled notice by editing the HOLD template in the Notices and slips tool.
Customize the curbside pickup scheduled notice by editing the NEW_CURBSIDE_PICKUP template in the Notices and slips tool.
Retour: Une notification qui liste tous les exemplaires que l’utilisateur a rendu.
Customize this notice by editing the CHECKIN notice in the Notices & slips tool
Exemplaire prêté : Une notification qui liste tous les exemplaires empruntés et/ou renouvelés par l’utilisateur. C’est un reçu électronique qui récapitule tous les prêts
Customize this notice by editing the CHECKOUT notice in the Notices and slips tool
Note
If the RenewalSendNotice system preference is set to “Send”, this notice will be called “Item checkout and renewal”.
For renewals, the notice sent is RENEWAL.
Interlibrary loan ready: A notice that is sent when an inter-library loan the patron requested has been fulfilled and is now ready for pickup.
Customize this notice by editing the ILL_PICKUP_READY notice in the Notices and slips tool
This option will only appear if the ILLModule system preference is enabled.
Interlibrary loan unavailable: A notice that is sent when an inter-library loan the patron requested has been cancelled because it was unavailable.
Customize this notice by editing the ILL_REQUEST_UNAVAIL notice in the Notices and slips tool
This option will only appear if the ILLModule system preference is enabled.
Auto renewal: A notice that notifies the patron that their checkouts have been automatically renewed, or if there was a problem with their automatic renewal.
Personnalisez cette notification en modifiant la notification AUTO_RENEWAL ou AUTO_RENEWAL_DGST dans l’outil Notifications & tickets
This option will only appear if the AutoRenewalNotices is set to « according to patrons messaging preferences »
Hold reminder: A notice that is sent a certain number of days after the hold has been filled, in order to remind the patron that they have to pick it up.
Customize this notice by editing the HOLD_REMINDER notice in the Notices and slips tool.
This notice requires the holds_reminder.pl cron job.
Interlibrary loan updated: A notice that is sent when an inter-library loan the patron requested has been updated.
Customize this notice by editing the ILL_REQUEST_UPDATE notice in the Notices and slips tool
This option will only appear if the ILLModule system preference is enabled.
Patrons can choose to receive their notices as a digest by checking the “Digest only” box along with the delivery method. A digest is a combination of all the messages of that type (so all items due in 3 days in one email) in to one email instead of multiple emails for each alert.
The delivery methods currently supported are:
Email
SMS (text messages)
Automated phone call system
Print
To generate the advance notices (advance notice and item due), you need to run the advance_notices.pl cronjob. Then, the process_message_queue.pl cronjob will send the notices or the gather_print_notices.pl cronjob will gather them in a nice file you can print out and send out via regular mail.
Notifications de retard
Les notifications de retard sont gérées dans Notifications & tickets et leurs conditions d” envoi sont gérées dans Paramétrage des relances.
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.