Koha/koha-tmpl/intranet-tmpl/prog/en/modules/admin/preferences/patrons.pref
David Nind 024bb186e6 Bug 25630: (follow-up) Fix capitalization and terminology for system preferences
Additional capitalization, punctuation, terminolgy and improvements to
text for system preferences:

- Punctuation (such as full stops at the end of sentences)
- Capitalization
- Terminology (staff interface, use of "Don't" instead of "Do not")
- Rearranged/rephrased for better readability

To test:
- Verify that the changes listed are consistent and make sense.
- Check that on the staff interface home page that the window title says
"Koha staff interface".
- Verify that in system preferences the name of the tab for Staff
interface displays correctly, and that clicking on it brings up the
staff interface preferences.
- For Patrons > CollapseFieldsPatronAddForm check that the edit and add
patron form works correctly (edit a patron, add a new patron, check that
labels display correctly).

Staff interface home page
-------------------------

- Change the page title in browser from "Koha staff client" to "Koha
staff interface".

Administration
--------------

Google OpenID Connect:
. GoogleOpenIDConnectAutoRegister: change "Don't Allow" to "Don't allow"
and change "users" to "patrons".
. GoogleOpenIDConnectDefaultBranch: move the input field to the end of
the sentence.
. GoogleOpenIDConnectDefaultCategory: move the input field to the end of
the sentence.
. GoogleOpenIDConnectDomain: reword to "Restrict Google OpenID Connect
to domain (or subdomain of this domain): ____. Leave blank for all
Google domains.".

Interface options:
. SendAllEmailsTo: add a full stop.

Share anonymous usage statistics:
. UsageStatsLibrariesInfo: change "Do not share" to "Don't share"; add a
full stop; for note "Don't share" should be "No".
. most preferences: for note "Don't share" should be "No" (don't share)
(for preferences UsageStatsCountry, UsageStatsGeolocation,
UsageStatsLibrariesInfo, UsageStatsLibraryName, UsageStatsLibraryType,
and UsageStatsLibraryUrl), various edits to make more readable and
consistent.

Authorities
-----------

General
. AuthorityControlledIndicators: change "biblio field" to "bibliographic
field".
. AutoCreateAuthorities: change "do not generate" to "don't generate".

Linker:
. CatalogModuleRelink: change "Do not" to "Don't".
. LinkerKeepStale: change "Do not" to "Don't".
. LinkerModule: change "Default" to "default".
. LinkerOptions: add a full stop.
. LinkerRelink: change "Do not" to "Don't".

Cataloguing
-----------

Display:
. MergeReportFields: change "example:" to "Example:"

Exporting:
. BibtexExportAdditionalFields and RisExportAdditionalFields: change
"Include following" to "Include the following"; add ":" at end of
sentence, change "specificy" to "specify", and add full stops at end of
complete sentences.

Interface:
. EnableAdvancedCatalogingEditor: format NOTE in bold.

Record structure:
. AlternateHoldingsField: change "(This" to "(this", change "; for
instance" to ", for example", remove full stop.
, MarcFieldForCreatorId: format NOTE in bold.
. SubfieldsToAllowForRestrictedBatchmod: change "pref" to "system
preference".

Circulation
-----------

Batch checkout:
. BatchCheckoutsValidCategories: add a full stop.

Checkin policy:
. CalculateFinesOnReturn: only bold "NOTE", not the whole sentence (x2).
. StoreLastBorrower: change "opacreadinghistory/AnonymousPatron" to "the
opacreadinghistory and AnonymousPatron".
. UpdateItemLocationOnCheckin: change note "for these locations only can
location and permanent_location differ," to "for these locations the
location and permanent_location can differ,"
. UpdateNotForLoanStatusOnCheckin: change "E.g.," to "For example,"

Checkout policy:
. AgeRestrictionMarker: change "E.g.," to ". For example,"
. AllFinesNeedOverride: change "system preference noissuescharge" to
"the noissuescharge system preference".
. AllowFineOverride: add "the" before "noissuescharge".
. AllowRenewalLimitOverride: change "with respect to" to "for".
. AutoRemoveOverduesRestrictions: change "Do not" to "Don't".
. DefaultLongOverdueChargeValue: change "user" to "patron".
. ItemsDeniedRenewal: change . "e.g.," to "For example:", format the
note the same as other notes with NOTE in bold.
. OnSiteCheckoutsForce: change "on-site" to "on-site checkout", "(Even"
to "(even", and "user" to "patron".
. RentalFeesCheckoutConfirmation: change "do not ask" to "don't ask".
. RestrictionBlockRenewing: change "If patron" to "If a patron", change
"Allow" and "Block" to "allow" and "block".
. UseTransportCostMatrix: "Transport" to "the transport".

Interface:
. AllowOfflineCirculation: change "Do not enable" to "Don't enable".
. ExportRemoveFields: add a full stop.
. ShowAllCheckins: change "Do not show" to "Don't show".
. UpdateTotalIssuesOnCirc: change "Do not" to "Don't".

Interlibrary loans:
. CirculateILL: add a full stop.
. ILLCheckAvailability: add a full stop.

Self check-in module (sci-main.pl):
. SelfCheckInModule: change "module. (available" to "module (available",
add a full stop.

Self check-out module (sco-main.pl):
. AutoSelfCheckAllowed: change "automatically login" to "automatically
log in".
. WebBasedSelfCheck: change "system. (available" to "system (available",
add a full stop.

Enhanced content
----------------

Novelist Select:
. NovelistSelectStaffView: change "staff" to "staff interface".

Babelthèque:
. Babeltheque_url_js: rewitten
   . from "______ Defined the URL for the Babeltheque javascript file
(eg. http://www.babeltheque.com/bw_XX.js)"
   . to "Use this URL for the Babelthèque javascript file: ________
(e.g. http://www.babeltheque.com/bw_XX.js)."
. Babeltheque_url_update: rewritten
   . from "______ Defined the URL for the Babeltheque update
periodically (eq. http://www.babeltheque.com/.../file.csv.bz2)."
   . to "Use this URL for the Babelthèque periodic update: _______ (e.g.
http://www.babeltheque.com/.../file.csv.bz2)."

I18N/L10N
---------

. dateformat and TimeFormat: Change "Note" to "NOTE" to be consistent
with other notes, change <b> tag to <strong> as it is more semantically
correct.

Logs
----

Debugging:
. DumpTemplateVarsIntranet: change "variable" to "variables" and "staff
intranet" to "staff interface".
. DumpTemplateVarsOpac: change "variable" to "variables".

Logging:
. AuthFailureLog: add full stop.
. AuthSuccessLog: add full stop.

OPAC
----

Appearance:
. BiblioDefaultView: change "bib" to "bibliographic".
. HighlightOwnItemsOnOPAC: change ". (Non-XSLT Only)" to " (non-XSLT
only).".
. OpacAdditionalStylesheet: change "specified" to "specific".
. OPACDisplay856uAsImage: change all options in the drop down list so
they start in lowercase.
. OpacHighlightedWords: change ";" to a full stop, add a full stop at
the end.
. OPACHoldingsDefaultSortField: add a full stop.
. OpacMaxItemsToDisplay: change "user" to "patron".
. OPACMySummaryHTML: change "user" to "patron".
. OpacSeparateHoldings: change "user's to "patron's".
. OpacStarRatings: change "user" to "patron" for the drop down option.
. OPACShowUnusedAuthorities: change "Do not show" to "Don't show".
. OPACUserSummary: change "user's to "patron's", change "fines" to
"charges".
. OPACXSLT*: change "Leave" to "leave".
. Remove empty row at bottom of appearance options.

Features:
. OpacBrowser: change "OPAC" to "the OPAC".
. OpacBrowseSearch: reword as "[Enable/Disable] interface for browsing
all holdings (Elasticsearch only)."
. OpacCloud: change "OPAC" to "the OPAC".
. OPACDetailQRCode: change "Don't enable" to "Disable".
. OPACFinesTab: change "Fines" to "charges", change "the My Accouunt" to
"their account". (Should now show as "..patrons to access the charges
tab on their account page on the OPAC."
. OpacHoldNotes: change "Do not allow" to "Don't allow", change "users"
to "patrons".
. OpacResetPassword: change "users" to "patrons", add full stop.
. SocialNetworks: change "in opac" to "on the OPAC".

Note: Also deleted lines with # in front of them for the OpacBrowser and
OpacCloud system preferences in the Policy section - these look like
duplicated entries to me (previously lines 600-611).

Policy:
. OPACFineNoRenewalsIncludeCredits: change "users" to "patrons".

Self registration and modification:
. PatronSelfRegistrationConfirmEmail: change "Do not require" to "Don't
require", change "users" to "patrons".
. PatronSelfRegistrationEmailMustBeUnique: change "Do not consider" to
"Don't consider".
. PatronSelfRegistrationPrefillForm: change "Do not display and prefill"
to "Don't display and prefill".

Patrons
-------

General:
. AllowPatronToControlAutorenewal: add full stop.

Notices and notifications:
. EnhancedMessagingPreferences: change "Staff" to "staff".
- FallbackToSMSIfNoEmail: change "Send" to "sending".

Patron forms:
. BorrowerUnwantedField: add full stop.
. CollapseFieldsPatronAddForm:
  . Dropdown list changes:
     .. "Organization/Patron identity" => "Patron identity".
     .. "OPAC/Staff login" to "OPAC/Staff interface login".
  . Requires changes to the memberentrygen.tt - check that the add and
edit form for a patron dispaly correctly:
     .. change "Contact" to "Contact information".
     .. change "Library set-up" to "Library setup".
     .. change "OPAC/Staff login" to "OPAC/Staff interface login".

Patron relationships:
. PrefillGuaranteeField: change drop down list option "Main address -
street number" to "Main address - Street number" to match with format of
other entries.

Security:
. RequireStrongPassword: change "More" to "more".

Searching
---------

Search form:
. AdvancedSearchTypes: change "staff-side" to "staff interface".
. expandedSearchOption: change "staff" to "staff interface".

Serials
-------

. makePreviousSerialAvailable: change "Do not make" to Don't make";
"syspref" to "system preference".
. PreserveSerialNotes: change "Do not" to "Don't".
. RoutingListNote: change "Include following" to "Include the following"

Staff interface
---------------

Tab label and link:
. This tab was previously labelled "Staff client".
. Change tab label on the left hand side from "Staff client" to "Staff
interface".
. Change URL when selected from "preferences.pl?tab=staff_client" to
"preferences.pl?tab=staff_interface".
. Check that the link works as expected.

Appearance:
. IntranetFavicon: change "Staff" to "staff".

Tools
-----

Reports:
. NumSavedReports: change "Saved reports page" to "saved reports page".

Web services
------------

IdRef:
. IdRef: change "allows to request" to "allows requests for".

Signed-off-by: Katrin Fischer <katrin.fischer.83@web.de>

Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>
2020-09-02 12:05:33 +02:00

373 lines
17 KiB
Text

Patrons:
General:
-
- pref: CheckPrevCheckout
default: no
choices:
hardyes: "Do"
softyes: "Unless overridden by patron category, do"
softno: "Unless overridden by patron category, do not"
hardno: "Do not"
- " check borrower checkout history to see if the current item has been checked out before."
-
- pref: ExtendedPatronAttributes
choices:
yes: Enable
no: "Don't enable"
- searching, editing and display of custom attributes on patrons.
-
- pref: intranetreadinghistory
choices:
yes: "Allow"
no: "Don't allow"
- "staff to access a patron's checkout and hold history (reading history is still stored, regardless of staff being allowed access or not)."
-
- The late fine for all checkouts will only go up to
- pref: MaxFine
class: currency
- '[% local_currency %].'
- Empty value means no limit. Single item caps are specified in the circulation rules matrix.
-
- pref: patronimages
choices:
yes: Allow
no: "Don't allow"
- images to be uploaded and shown for patrons on the staff interface.
-
- By default, show
- pref: PatronsPerPage
class: integer
- results per page in the staff interface.
-
- "Comma separated list defining the default fields to be used during a patron search using the \"standard\" option:"
- pref: DefaultPatronSearchFields
class: multi
- "If empty Koha will default to \"surname,firstname,othernames,cardnumber,userid\". Additional fields added to this preference will be added as search options in the dropdown menu on the patron search page."
-
- "Show the following fields from the items database table as columns on the statistics tab on the patron record: "
- pref: StatisticsFields
type: modalselect
source: items
- "If empty, defaults to: location|itype|ccode"
-
- pref: EnableBorrowerFiles
choices:
yes: Do
no: "Don't"
- enable the ability to upload and attach arbitrary files to a borrower record.
-
- pref: useDischarge
choices:
yes: Allow
no: "Don't allow"
- librarians to discharge borrowers and borrowers to request a discharge.
-
- pref: FeeOnChangePatronCategory
choices:
yes: Do
no: "Don't"
- charge a fee when a patron changes to a category with an enrollment fee.
-
- pref: TrackLastPatronActivity
choices:
yes: Do
no: "Don't"
- track last patron activity.
- Every time a patron will connect, the borrowers.lastseen will be updated with the current time.
-
- pref: AutoApprovePatronProfileSettings
choices:
yes: Enable
no: Disable
- "automatic approval of patron detail changes from the OPAC."
- Requires OPACPatronDetails to be activated.
-
- pref: ProtectSuperlibrarianPrivileges
choices:
yes: Allow only superlibrarians
no: Allow all permitted users
- "to access/change superlibrarian privileges."
- "<br><strong>NOTE:</strong> A permitted user needs to have the 'permissions' flag (if no superlibrarian)."
-
- pref: AllowPatronToControlAutorenewal
choices:
yes: Allow patrons
no: Allow only staff
- "to allow/disallow auto-renewal for account. If allowed a patron will be able to update their own account to allow/disallow auto-renewal."
Membership expiry:
-
- When renewing borrowers, base the new expiry date on
- pref: BorrowerRenewalPeriodBase
choices:
now: current date.
dateexpiry: current membership expiry date.
combination: the latter of the current and expiry date.
-
- Show a notice if the patron is about to expire or has expired
- pref: NotifyBorrowerDeparture
class: integer
- days beforehand.
-
- Send an account expiration notice when a patron's card will expire in
- pref: MembershipExpiryDaysNotice
class: integer
- days.
- "<br><strong>NOTE:</strong> This system preference requires the <code>misc/cronjobs/membership_expiry.pl</code> cronjob. Ask your system administrator to schedule it."
Notices and notifications:
-
- pref: EnhancedMessagingPreferences
choices:
yes: Allow
no: "Don't allow"
- "staff to manage which notices patrons will receive and when they will receive them."
- "<br><strong>NOTE:</strong> This only applies to courtesy notices. To manage if patrons have also access to these settings, use EnhancedMessagingPreferencesOPAC."
- "<br><strong>NOTE:</strong> This system preference requires the <code>misc/cronjobs/process_message_queue.pl</code> and the <code>misc/cronjobs/advance_notices.pl</code> cronjob. Ask your system administrator to schedule them."
-
- pref: EnhancedMessagingPreferencesOPAC
choices:
yes: Show
no: "Don't show"
- "patron messaging setting on the OPAC."
- "<br><strong>NOTE:</strong> EnhancedMessagingPreferences must be enabled."
-
- pref: AutoEmailOpacUser
choices:
yes: Send
no: "Don't send"
- an email to newly created patrons with their account details.
-
- pref: UseEmailReceipts
choices:
yes: Send
no: "Don't send"
- email receipts to patrons for payments and writeoffs.
-
- "Use"
- pref: AutoEmailPrimaryAddress
default: "OFF"
choices:
email: home
emailpro: work
B_email: alternate
cardnumber: cardnumber as
"OFF": first valid
- "patron email address for sending out emails."
-
- pref: TalkingTechItivaPhoneNotification
choices:
yes: Enable
no: Disable
- patron phone notifications using Talking Tech i-tiva (overdues, predues and holds notices currently supported).
-
- "Use the SMS::Send::"
- pref: SMSSendDriver
- driver to send SMS messages.
- "<br>If you would prefer to send SMS via E-mail, set SMSSendDriver to: Email"
-
- "Define a username/login"
- pref: SMSSendUsername
- "and a password"
- pref: SMSSendPassword
- ". Override from address with"
- pref: EmailSMSSendDriverFromAddress
- "for emails sent using \"Email\" send driver."
-
- pref: FallbackToSMSIfNoEmail
choices:
yes: Enable
no: Disable
- sending purchase suggestion messages by SMS if no patron email is defined.
Patron forms:
-
- "The following <a href='http://schema.koha-community.org/__VERSION__/tables/borrowers.html' target='blank'>database columns</a> must be filled in on the patron entry screen:"
- pref: BorrowerMandatoryField
type: modalselect
source: borrowers
- "<strong>NOTE:</strong> If autoMemberNum is enabled, the system preference BorrowerMandatoryField must not contain the field cardnumber."
-
- "The following <a href='http://schema.koha-community.org/__VERSION__/tables/borrowers.html' target='blank'>database columns</a> will not appear on the patron entry screen:"
- pref: BorrowerUnwantedField
type: modalselect
source: borrowers
-
- "Borrowers can have the following titles:"
- pref: BorrowersTitles
class: multi
- (separate multiple choices with |)
-
- pref: autoMemberNum
choices:
yes: Do
no: "Don't"
- default the card number field on the patron addition screen to the next available card number (for example, if the largest currently used card number is 26345000012941, then this field will default to 26345000012942).
- "<strong>NOTE:</strong> If autoMemberNum is enabled, the system preference BorrowerMandatoryField must not contain the field cardnumber."
-
- Card numbers for patrons must be
- pref: CardnumberLength
- "characters long. The length can be a single number to specify an exact length, a range separated by a comma (i.e., 'Min,Max'), or a maximum with no minimum (i.e., ',Max')."
- "If 'cardnumber' is included in the BorrowerMandatoryField list, the minimum length, if not specified here, defaults to one. Maximum cannot be bigger than the database field size of 32."
-
- pref: uppercasesurnames
choices:
yes: Do
no: "Don't"
- store and display surnames in upper case.
-
- "The following <a href='http://schema.koha-community.org/__VERSION__/tables/borrowers.html' target='blank'>database columns</a>:"
- pref: PatronQuickAddFields
type: modalselect
source: borrowers
- "will be added to the patron quick add form when entering a new patron. Displays only mandatory fields and fields specified here. If applicable the guarantor form will be shown as well, individual fields in that form will be ignored."
-
- "When adding new patrons or editing existing patrons, collapse the following fields from the full form (can still be expanded later):"
- pref: CollapseFieldsPatronAddForm
multiple:
identity: "Patron identity"
guarantor: "Guarantor information"
primary_address: "Main address"
primary_contact: "Contact information"
alt_address: "Alternate address"
alt_contact: "Alternate contact"
lib_mgmt: "Library management"
lib_setup: "Library setup"
login: "OPAC/Staff interface login"
flags: "Patron account flags (existing patrons)"
debarments: "Patron restrictions (existing patrons)"
housebound: "Housebound roles"
additional: "Additional attributes and identifiers"
messaging: "Patron messaging preferences"
-
- "The following <a href='http://schema.koha-community.org/__VERSION__/tables/borrowers.html' target='blank'>database columns</a>:"
- pref: PatronDuplicateMatchingAddFields
type: modalselect
source: borrowers
- "will be used to detect possible duplicates when adding a new patron."
Patron relationships:
-
- "Guarantors can be the following of those they guarantee:"
- pref: borrowerRelationship
class: multi
- (input multiple choices separated by |). Leave empty to deactivate.
-
- "When adding a guarantee to a guarantor patron fill the following fields in the guarantee's member entry form from the guarantors record:"
- pref: PrefillGuaranteeField
multiple:
B_address: "Alternate address - Address"
B_address2: "Alternate address - Address 2"
B_city: "Alternate address - City"
contactnote: "Alternate address - Contact note"
B_country: "Alternate address - Country"
B_email: "Alternate address - Email"
B_phone: "Alternate address - Phone"
B_state: "Alternate address - State"
B_streetnumber: "Alternate address - Street number"
B_zipcode: "Alternate address - ZIP/Postal code"
altcontactaddress1: "Alternate contact - Address"
altcontactaddress2: "Alternate contact - Address 2"
altcontactaddress3: "Alternate contact - City"
altcontactcountry: "Alternate contact - Country"
altcontactfirstname: "Alternate contact - First name"
altcontactphone: "Alternate contact - Phone"
altcontactstate: "Alternate contact - State"
altcontactsurname: "Alternate contact - Surname"
altcontactzipcode: "Alternate contact - ZIP/Postal code"
fax: "Contact - Fax"
mobile: "Contact - Other phone"
email: "Contact - Primary email"
phone: "Contact - Primary phone"
emailpro: "Contact - Secondary email"
phonepro: "Contact - Secondary phone"
address: "Main address - Address"
address2: "Main address - Address 2"
city: "Main address - City"
country: "Main address - Country"
state: "Main address - State"
zipcode: "Main address - ZIP/Postal code"
streetnumber: "Main address - Street number"
-
- pref: AllowStaffToSetCheckoutsVisibilityForGuarantor
choices:
yes: Allow
no: "Don't allow"
- staff to set the ability for a patron's checkouts to be viewed by linked patrons in the OPAC.
-
- pref: AllowStaffToSetFinesVisibilityForGuarantor
choices:
yes: Allow
no: "Don't allow"
- staff to set the ability for a patron's fines to be viewed by linked patrons in the OPAC.
Privacy:
-
- Use the following URL
- pref: PrivacyPolicyURL
- to refer to your local privacy policy in messages about privacy and data protection. (If you enforce GDPR policy, make sure that this page is not blocked.)
- "<br><strong>NOTE:</strong> The URL will only be displayed if GDPR_Policy is set."
-
- "Set GDPR policy to:"
- pref: GDPR_Policy
choices:
'': 'disabled'
Enforced: 'enforced'
Permissive: 'permissive'
- ". GDPR is the EU General Data Protection Regulation. When you enforce, patrons need to give consent before using the OPAC. If you set to permissive, Koha will warn but not enforce."
- "<br><strong>NOTE:</strong> If you enable this you will also have to set the URL of your public privacy policy with the PrivacyPolicyURL setting."
-
- Lock/expire patrons that submitted an unsubscribe request (refused consent) after
- pref: UnsubscribeReflectionDelay
- days, anonymize locked/expired accounts after
- pref: PatronAnonymizeDelay
- days and remove anonymized patron accounts after
- pref: PatronRemovalDelay
- "days.<br>IMPORTANT: No action is performed when these delays are empty (no text). But a zero value ('0') is interpreted as no delay (do it now)! The actions are performed by the cleanup database cron job."
Security:
-
- Login passwords for staff and patrons must be at least
- pref: minPasswordLength
class: integer
- characters long.
-
- pref: RequireStrongPassword
choices:
yes: "Require"
no: "Don't require"
- a strong password for staff and patrons
- (must contain at least one digit, one lowercase and one uppercase).
-
- Block a patron's account if it reaches
- pref: FailedLoginAttempts
class: integer
- failed login attempts.
-
- pref: Pseudonymization
choices:
yes: Enable
no: Disable
- "pseudonymization to comply with GDPR for personal information."
- "Patrons and transactions will be copied to a separate table for statistics purpose."
- "<br/>Use the following fields for patrons:"
- pref: PseudonymizationPatronFields
multiple:
title: "Patron's title"
city: "City"
state: "State"
zipcode: "Zipcode"
country: "Country"
branchcode: "Patron's library"
categorycode: "Patron's category"
dateenrolled: "Date the patron was added to Koha"
sex: "Patron's gender"
sort1: "Sort1"
sort2: "Sort2"
- "<br/> And the following fields for the transactions:"
- pref: PseudonymizationTransactionFields
multiple:
datetime: "Date and time of the transaction"
transaction_branchcode: "Library where the transaction occurred"
transaction_type: "Transaction type"
itemnumber: "Itemnumber"
itemtype: "Item type"
holdingbranch: "Holding branch"
homebranch: "Home branch"
location: "Location"
itemcallnumber: "Item's callnumber"
ccode: "Collection code"