[% PROCESS 'i18n.inc' %] [% USE raw %] [% USE Asset %] [% USE To %] [% USE Koha %] [% USE KohaDates %] [% USE Branches %] [% PROCESS 'member-main-address-style.inc' %] [% PROCESS 'member-alt-address-style.inc' %] [% PROCESS 'member-alt-contact-style.inc' %] [% SET footerjs = 1 %] [% INCLUDE 'doc-head-open.inc' %] [% UNLESS blocking_error %] [% IF ( opadd ) %] Add patron [% ELSIF ( opduplicate ) %] Duplicate patron [% ELSE %] Modify patron [% END %] [% INCLUDE 'patron-title.inc' no_html = 1 %] [% IF categoryname %]([% categoryname | html %])[% END %] [% END %] › Patrons › Koha [% INCLUDE 'doc-head-close.inc' %] [% INCLUDE 'header.inc' %] [% INCLUDE 'patron-search-header.inc' %]
[% IF borrower_data.messages %] [% FOR message IN borrower_data.messages %] [% SWITCH message.error %] [% CASE 'error_on_insert_patron' %]
Something went wrong when creating the patron. Check the logs.
[% CASE 'error_on_update_patron' %]
Something went wrong when updating the patron. Check the logs.
[% CASE %]Unhandled error: [% message.error | html %] [% END %] [% END %] [% END %] [% IF ( opadd ) %]
[% ELSE %]
[% END %]
[% INCLUDE 'blocking_errors.inc' %] [% IF error_alert %] [% IF ( error_alert == "no_email" ) %]
This member has no email
[% ELSE %]
[% error_alert | html %]
[% END %] [% END %] [% IF info_alert %]
Email has been sent.
[% END %] [% INCLUDE 'noadd-warnings.inc' %] [% UNLESS ( no_add ) %]

[% IF ( opadd ) %] Add patron [% ELSIF ( opduplicate ) %] Duplicate patron [% ELSE %] Modify patron [% END %] [% INCLUDE 'patron-title.inc' %] [% IF categoryname %]([% categoryname | html %])[% END %]

[% IF quickadd && opadd && !check_member %] Show full form [% END %] [% IF ( check_member ) %]

Duplicate patron record?

View existing record

[% END %] [% IF ( nok ) %]

The following fields are wrong. Please fix them.

    [% IF ( ERROR_login_exist ) %]
  • Username/password already exists.
    • [% END %] [% IF ERROR_cardnumber_already_exists %]
  • Cardnumber already in use.
    • [% END %] [% IF ERROR_cardnumber_length %]
  • Cardnumber length is incorrect.
    • [% END %] [% IF ( ERROR_age_limitations ) %]
  • Patron's age is incorrect for their category. Ages allowed are [% age_low | html %]-[% age_high | html %].
    • [% END %] [% IF ( ERROR_branch ) %]
  • Library is invalid.
    • [% END %] [% IF ( ERROR_dateofbirth ) %]
  • Date of birth is invalid.
    • [% END %] [% IF ( ERROR_dateenrolled ) %]
  • Date of enrollment is invalid.
    • [% END %] [% IF ( ERROR_dateexpiry ) %]
  • Date of expiration is invalid.
    • [% END %] [% IF ( ERROR_password_too_short ) %]
  • Password must be at least [% minPasswordLength | html %] characters long.
    • [% END %] [% IF ( ERROR_password_too_weak ) %]
  • Password must contain at least one digit, one lowercase and one uppercase.
    • [% END %] [% IF ( ERROR_password_has_whitespaces ) %]
  • Password must not contain leading or trailing whitespaces.
    • [% END %] [% IF ( ERROR_password_mismatch ) %]
  • Passwords do not match.
    • [% END %] [% IF ( ERROR_extended_unique_id_failed ) %]
  • [% ERROR_extended_unique_id_failed_description | html %]: Attribute value "[% ERROR_extended_unique_id_failed_value | html %]" is already in use by another patron record.
    • [% END %] [% IF ERROR_bad_email %]
  • The primary email is invalid.
    • [% END %] [% IF ERROR_bad_email_secondary %]
  • The secondary email is invalid.
    • [% END %] [% IF ERROR_bad_email_alternative %]
  • The alternative email is invalid.
    • [% END %]
[% END %] [% SET fieldstohide = Koha.Preference('CollapseFieldsPatronAddForm') %] [% IF Koha.Preference('CollapseFieldsPatronAddForm') %][% UNLESS step %]

Show collapsed fields: [% FOREACH field IN fieldstohide.split(',') %] [% SWITCH field %] [% CASE 'identity' %] Patron identity | [% CASE 'guarantor' %] Guarantor information | [% CASE 'primary_address' %] Main address | [% CASE 'primary_contact' %] Contact information | [% CASE 'alt_address' %] Alternate address | [% CASE 'alt_contact' %] Alternate contact | [% CASE 'lib_mgmt' %] Library management | [% CASE 'lib_setup' %] Library setup | [% CASE 'login' %] OPAC/Staff interface login | [% CASE 'flags' %] Patron account flags | [% CASE 'debarments' %] Patron restrictions | [% CASE 'housebound' %] Housebound roles | [% CASE 'additional' %] Additional attributes and identifiers | [% CASE 'messaging' %] Patron messaging preferences | [% END %] [% END %]

[% END %][% END %] [% UNLESS ( check_member ) %]
[% IF quickadd && opadd %] [% END %] [% IF opadd %] [% ELSE %] [% END %] Cancel
[% END %]
[% UNLESS ( check_member ) %] [% END %] [% IF ( step ) %] [% END %] [% IF ( opadd ) %] [% ELSIF ( opduplicate ) %] [% ELSE %] [% IF step == 4 || step == 5 || step == 6 || step == 2 || step == 1 || step == 7 %] [%# Only put the card number if we arent showing it in the form later %] [% IF borrower_data.cardnumber %] [% END %] [% END %] [% END %] [% IF ( step_1 ) %] [% UNLESS notitle && nosurname && nofirstname && nodateofbirth && noinitials && noothernames &&nosex %]
[% IF ( I ) %]Organization [% ELSE %]Patron [% END %]identity
    [% UNLESS ( I ) %] [% UNLESS notitle %] [% IF Koha.Preference('BorrowersTitles') %]
  1. [% IF ( mandatorytitle ) %]
    2. [% END # /IF Koha.Preference('BorrowersTitles') %] [% END # /UNLESS notitle %] [% END # /UNLESS ( I ) %] [% UNLESS nosurname %]
  2. [% IF ( I ) %] [% ELSE %] [% IF ( mandatorysurname ) %]
    3. [% END # /UNLESS nosurname %] [% UNLESS ( I ) %] [% UNLESS nofirstname %]
  3. [% IF ( mandatoryfirstname ) %]
    4. [% END #/UNLESS nofirstname %] [% UNLESS nodateofbirth %]
  4. [% IF ( mandatorydateofbirth ) %]
    5. [% END # /UNLESS nodateofbirth %] [% UNLESS noinitials %]
  5. [% IF ( mandatoryinitials ) %]
    6. [% END # /UNLESS noinitials %] [% END #/UNLESS ( I ) %] [% UNLESS noothernames %]
  6. [% IF ( mandatoryothernames ) %]
    7. [% END #/UNLESS noothernames %] [% UNLESS ( I ) %] [% UNLESS nosex %]
  7. [% UNLESS ( opduplicate ) %] [% IF ( female ) %] [% ELSE %] [% END %] [% IF ( male ) %] [% ELSE %] [% END %] [% IF ( other ) %] [% ELSE %] [% END %] [% IF ( none ) %] [% ELSE %] [% END %] [% ELSE %] [% END # /UNLESS ( opduplicate )%]
    8. [% END # /UNLESS nosex %] [% END # /UNLESS ( I ) %]
[% END # hide fieldset %] [% IF show_guarantor || guarantor %] [% SET possible_relationships = Koha.Preference('borrowerRelationship') %]
Patron guarantor
[% FOREACH r IN relationships %]
    [% IF category_type == 'I' %]
  1. Organization: [% INCLUDE 'patron-title.inc' patron=r.guarantor hide_patron_infos_if_needed=1 %]
  2. Relationship: [% r.relationship | html %]
    3. [% ELSE %]
  3. Guarantor: [% INCLUDE 'patron-title.inc' patron=r.guarantor hide_patron_infos_if_needed=1 %]
  4. Relationship: [% r.relationship | html %]
    6. [% END %]
[% END # END relationships foreach %] [% IF guarantor && (!relationships) %]
  1. Guarantor: [% guarantor.firstname | html %] [% guarantor.surname | html %] ([% guarantor.cardnumber | html %])
    2. [% IF possible_relationships %]
  2. [% UNLESS empty_relationship_allowed %] [% END %] [% FOREACH pr IN possible_relationships.split('\|') %] [% IF pr != "" %] [% END %] [% END %] [% UNLESS empty_relationship_allowed %] Required [% END %]
    3. [% ELSE %] [% END %]
  3. Remove
[% END %]
  1. Guarantor: ()
    2. [% IF possible_relationships %]
  2. [% UNLESS empty_relationship_allowed %] [% END %] [% FOREACH pr IN possible_relationships.split('\|') %] [% IF pr != "" %] [% END %] [% END %] [% UNLESS empty_relationship_allowed %] Required [% END %]
    3. [% ELSE %] [% END %]
  3. Remove
  1. Add guarantor
    2. [% IF Koha.Preference('AllowStaffToSetCheckoutsVisibilityForGuarantor') %]
  2. Allow guarantors of this patron to view this patron's checkouts from the OPAC
    3. [% END %] [% IF Koha.Preference('AllowStaffToSetFinesVisibilityForGuarantor') %]
  3. Allow guarantors of this patron to view this patron's fines from the OPAC
    4. [% END %]
[% UNLESS nocontactname && nocontactfirstname && norelationship %]
Non-patron guarantor
    [% UNLESS nocontactname %]
  1. [% IF ( mandatorycontactname ) %]
    2. [% END # /UNLESS nocontactname %] [% UNLESS nocontactfirstname %]
  2. [% IF ( mandatorycontactfirstname ) %]
    3. [% END # /UNLESS noaltcontactfirstname %] [% UNLESS norelationship %] [% IF possible_relationships %]
    4. [% END #/IF possible_relationships %] [% END # /UNLESS norelationship %]
[% END # /UNLESS nocontactname && nocontactfirstname && norelationship %] [% END # /IF show_guarantor || guarantor %] [% UNLESS noaddress && noaddress2 && nocity && nostate && nozipcode && nocountry %] [% PROCESS 'main-address-style' %] [% END # /UNLESS nostreet && nocity etc group%] [% UNLESS nophone && nophonepro && nomobile && noemail && noemailpro && nofax %]
Contact information
    [% UNLESS nophone %]
  1. [% IF ( mandatoryphone ) %]
    2. [% END # /UNLESS nophone %] [% UNLESS nophonepro %]
  2. [% IF ( mandatoryphonepro ) %]
    3. [% END # /UNLESS nophonepro %] [% UNLESS nomobile %]
  3. [% IF ( mandatorymobile ) %]
    4. [% END # /UNLESS nomobile %] [% UNLESS noemail %]
  4. [% IF ( mandatoryemail ) %]
    5. [% END #/UNLESS noemail %] [% UNLESS noemailpro %]
  5. [% IF ( mandatoryemailpro ) %]
    6. [% END #/UNLESS noemailpro %] [% UNLESS nofax %]
  6. [% IF ( mandatoryfax ) %]
    7. [% END #/UNLESS nofax %] [% UNLESS noprimary_contact_method %]
  7. [% IF mandatoryprimary_contact_method %]
    8. [% END %]
[% END # hide fieldset %] [% END # /IF ( step_1 ) %] [% IF ( step_6 ) %] [% UNLESS noB_address && noB_address2 && noB_city && noB_zipcode && noB_state && noB_country &&nocontactnote && noB_phone && noB_email %] [% PROCESS 'alt-address-style' %] [% END # UNLESS noB_address && noB_city && noB_state && noB_phone && noB_email %] [% END # /IF ( step_6 ) %] [% IF ( step_2 ) %] [% UNLESS noaltcontactsurname && noaltcontactfirstname && noaltcontactaddress1 && noaltcontactaddress2 && noaltcontactaddress3 && noaltcontactstate && noaltcontactzipcode && noaltcontactcountry && noaltcontactphone %] [% PROCESS 'alt-contact-style' %] [% END # UNLESS noaltcontactsurname && noaltcontactfirstname etc %] [% END # /IF ( step_2 ) %] [% IF ( step_3 ) %] [% SET autoMemberNum = Koha.Preference('autoMemberNum') %]
Library management
    [% UNLESS nocardnumber %]
  1. [% IF mandatorycardnumber %]
    2. [% END # /UNLESS nocardnumber %] [% UNLESS nobranchcode %]
  2. Required
    3. [% END %]
  3. Required
    4. [% UNLESS nosort1 %]
  4. [% IF ( mandatorysort1 ) %]
    5. [% END # /UNLESS nosort1 %] [% UNLESS nosort2 %]
  5. [% IF ( mandatorysort2 ) %]
    6. [% END # /UNLESS nosort2 %] [% UNLESS noautorenew_checkouts %]
  6. [% IF ( borrower_data.autorenew_checkouts || opadd ) %] [% ELSE %] [% END %]
    7. [% END %] [% IF ( Koha.Preference('CheckPrevCheckout') == 'softyes' || Koha.Preference('CheckPrevCheckout') == 'softno' ) %]
    8. [% END # /IF ( Koha.Preference('CheckPrevCheckout') %] [% IF Koha.Preference('TranslateNotices') %]
    9. [% END #/IF Koha.Preference('TranslateNotices') %]
[% UNLESS nodateenrolled && noopacnote && noborrowernotes %]
Library setup
    [% UNLESS nodateenrolled %]
  1. [% IF ( mandatorydateenrolled ) %]
    2. [% END # /UNLESS nodateenrolled %] [% UNLESS nodateexpiry %]
  2. [% ELSE %]
  3. [% END %] [% IF ( mandatorydateexpiry ) %]
    4. [% UNLESS noopacnote %]
  4. [% IF ( mandatoryopacnote ) %]
    5. [% END # /UNLESS noopacnote %] [% UNLESS noborrowernotes %]
  5. [% IF ( mandatoryborrowernotes ) %]
    6. [% END # /UNLESS noborrowernotes %]
[% END # hide fieldset %] [% UNLESS nouserid && nopassword %]
OPAC/Staff interface login
    [% UNLESS nouserid %]
  1. [% IF ( mandatoryuserid ) %]
    2. [% END # /UNLESS nouserid %] [% UNLESS nopassword %]
  2. [% IF ( mandatorypassword ) %]
  3. [% IF ( mandatorypassword ) %]
    4. [% END # /UNLESS nopassword %]
[% END # UNLESS nouserid && nopassword %] [% UNLESS ( opadd || opduplicate ) %]
Patron account flags
    [% FOREACH flagloo IN flagloop %]
  1. [% IF CAN_user_circulate_manage_restrictions %] [% ELSE %] [% IF flagloo.yes %]Yes[% ELSE %]No[% END %] [% END # /IF CAN_user_circulate_manage_restrictions %]
    2. [% END # /FOREACH flagloo %]
Patron restrictions [% IF ( debarments ) %] [% IF CAN_user_borrowers_edit_borrowers && CAN_user_circulate_manage_restrictions %] [% END %] [% FOREACH d IN debarments %] [% IF CAN_user_borrowers_edit_borrowers && CAN_user_circulate_manage_restrictions %] [% END %] [% END # /FOREACH d %]
Type Comment Expiration [% tp('patron restriction created on', 'Created') | html %]Remove?
[% d.type | html %] [% IF d.comment.search('OVERDUES_PROCESS') %] Restriction added by overdues process [% d.comment.remove('OVERDUES_PROCESS ') | $raw %] [% ELSE %] [% d.comment | $raw %] [% END %] [% IF d.expiration %] [% d.expiration | $KohaDates %] [% ELSE %] Indefinite [% END %] [% d.created | $KohaDates %]
[% ELSE %]

Patron is currently unrestricted.

[% END # /IF ( debarments ) %] [% IF CAN_user_borrowers_edit_borrowers && CAN_user_circulate_manage_restrictions %]

Add manual restriction

Add manual restriction
  2. Clear date

Cancel

[% END # /IF CAN_user_borrowers_edit_borrowers %]
[% END # /UNLESS ( opadd || opduplicate ) %] [% END # /IF ( step_3 ) %] [% IF ( step_7 ) %] [% IF Koha.Preference('HouseboundModule') %]
Housebound roles
  1. [% IF ( housebound_role.housebound_chooser == 1 ) %] [% ELSE %] [% END %]
  2. [% IF ( housebound_role.housebound_deliverer == 1 ) %] [% ELSE %] [% END %]
[% END # hide fieldset %] [% END # IF step_7 %] [% IF ( step_4 ) %] [% IF Koha.Preference('ExtendedPatronAttributes') %] [% UNLESS ( no_patron_attribute_types ) %]
Additional attributes and identifiers [% FOREACH pa_loo IN patron_attributes %]
    [% IF pa_loo.class %]
    [% pa_loo.lib | html %] [% END %] [% FOREACH patron_attribute IN pa_loo.items %]
  1. [% IF patron_attribute.mandatory %] [% ELSE %] [% END %] [% IF ( patron_attribute.use_dropdown ) %] [% IF patron_attribute.mandatory %] [% END %] [% FOREACH auth_val_loo IN patron_attribute.auth_val_loop %] [% IF auth_val_loo.authorised_value == patron_attribute.value %] [% ELSE %] [% END %] [% END %] [% ELSE %] [% IF patron_attribute.mandatory %] [% ELSE %] [% END %] [% END # /IF ( patron_attribute.use_dropdown ) %] Clear [% IF ( patron_attribute.repeatable ) %] New [% END %] [% IF patron_attribute.mandatory %]Required[% END %]
    2. [% END # /FOREACH patron_attribute %] [% IF pa_loo.class %]
    [% END %]
[% END # /FOREACH pa_loo %]
[% END # UNLESS ( no_patron_attribute_types ) %] [% END # IF Koha.Preference('ExtendedPatronAttributes') %] [% END # IF ( step_4 ) %] [% IF ( step_5 ) %] [% IF ( EnhancedMessagingPreferences ) %]
Patron messaging preferences [% INCLUDE 'messaging-preference-form.inc' %] [% IF ( SMSSendDriver ) %]

Please enter numbers only. Prefix the number with + if including the country code.

[% UNLESS nosms_provider_id %]

[% END # /UNLESS nosms_provider_id %] [% END # IF ( SMSSendDriver ) %]
[% END # IF ( EnhancedMessagingPreferences ) %] [% END # /IF step_5 %]
[% IF quickadd && opadd && !check_member %]
Quick add
[% END %] [% END # /UNLESS ( no_add ) %]
[% UNLESS ( opadd ) %]
[% END %]
[% MACRO jsinclude BLOCK %] [% Asset.js("lib/hc-sticky.js") | $raw %] [% INCLUDE 'calendar.inc' %] [% INCLUDE 'str/members-menu.inc' %] [% Asset.js("js/members-menu.js") | $raw %] [% Asset.js("js/members.js") | $raw %] [% Asset.js("js/messaging-preference-form.js") | $raw %] [% PROCESS 'password_check.inc' new_password => 'password', category_selector => '#categorycode_entry', minPasswordLength => patron.category.effective_min_password_length, RequireStrongPassword => patron.category.effective_require_strong_password %] [% END %] [% INCLUDE 'intranet-bottom.inc' %]