Koha/koha-tmpl/intranet-tmpl/prog/en/modules/admin/preferences/patrons.pref
Martin Renvoize d5608b8ff0
Bug 21978: Add support for middle name
This patch adds the new 'Middle name' field to the patron record.

To test:
1) Apply patches
2) Update database, restart all and clear the browser cache
3) Load a patron in the staff module
4) Confirm you can see and edit the new 'Middle name' field
5) Confirm the new middle name data displays on patron details
6) Confirm the new middle name data displays on patron search results
7) Confirm the new middle name data displays everywhere patron names are
   displayed.
8) Confirm the new middle name data displays on the OPAC
9) Confirm the 'Middle name' field appears in the OPAC borrower
   modification screens
10) Edit sysprefs `BorrowerMandatoryFields`, `BorrowerUnwantedFields`,
    `SelfModificationBorrowerUnwantedField`, `PatronSelfModificationMandatoryField`,
    `PatronSelfRegistrationBorrowerMandatoryField` and
    `PatronSelfRegistrationBorrowerUnwantedField` to confirm you can make
    the new field required or hidden.
11) Verify that DefaultPatronSearchFields contains the new field if you
    already had 'firstname' in the field list
12) Enable PatronAutoComplete system preference
13) Type patrons surname into checkout or patron search but don't hit
    return
14) Confirm the patrons middle name is displayed in the preview
15) Go to tools > patron lists and attempt to add a patron to a list
16) Patrons middle name should appear in the autocomplete here too

Signed-off-by: Sally <sally.healey@cheshiresharedservices.gov.uk>

Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>
Signed-off-by: Tomas Cohen Arazi <tomascohen@theke.io>
2022-06-24 12:24:11 -03:00

415 lines
21 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."
-
- "Trigger a warning if the current item has been checked out no longer than"
- pref: CheckPrevCheckoutDelay
default: 0
- "days ago."
- "Requires <a href='/cgi-bin/koha/admin/preferences.pl?op=search&searchfield=CheckPrevCheckout'>CheckPrevCheckout</a> to be enabled. There is no time limit if 0 or empty."
-
- pref: ExtendedPatronAttributes
choices:
1: Enable
0: "Don't enable"
- searching, editing and display of custom attributes on patrons.
-
- pref: intranetreadinghistory
choices:
1: "Allow"
0: "Don't allow"
- "staff to access a patron's checkout and hold history (checkout 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:
1: Allow
0: "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 \"firstname,middle_name,surname,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:
1: Do
0: "Don't"
- enable the ability to upload and attach arbitrary files to a borrower record.
-
- pref: useDischarge
choices:
1: Allow
0: "Don't allow"
- librarians to discharge borrowers and borrowers to request a discharge.
-
- pref: FeeOnChangePatronCategory
choices:
1: Do
0: "Don't"
- charge a fee when a patron changes to a category with an enrollment fee.
-
- pref: TrackLastPatronActivity
choices:
1: Do
0: "Don't"
- track last patron activity.
- The first time each day that a patron logs into the OPAC, connects to Koha via SIP or ILS-DI, or checks an item out the borrowers.lastseen will update with the current date and time.
-
- pref: AutoApprovePatronProfileSettings
choices:
1: Enable
0: Disable
- "automatic approval of patron detail changes from the OPAC."
- Requires <a href="/cgi-bin/koha/admin/preferences.pl?op=search&searchfield=OPACPatronDetails">OPACPatronDetails</a> to be activated.
-
- pref: ProtectSuperlibrarianPrivileges
choices:
1: Allow only superlibrarians
0: 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:
1: Allow patrons
0: 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."
-
- Lock expired patrons after
- pref: LockExpiredDelay
class: integer
- days. Leave empty to disable this behavior.
- "<br><strong>NOTE:</strong> This system preference requires the misc/cronjobs/cleanup_database.pl cronjob. Ask your system administrator to schedule it."
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:
1: Allow
0: "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 <a href="/cgi-bin/koha/admin/preferences.pl?op=search&searchfield=EnhancedMessagingPreferencesOPAC">EnhancedMessagingPreferencesOPAC</a>.'
- "<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:
1: Show
0: "Don't show"
- "patron messaging setting on the OPAC."
- '<br><strong>NOTE:</strong> <a href="/cgi-bin/koha/admin/preferences.pl?op=search&searchfield=EnhancedMessagingPreferences">EnhancedMessagingPreferences</a> must be enabled.'
-
- pref: AutoEmailNewUser
choices:
1: Send
0: "Don't send"
- an email to newly created patrons.
- '<br><strong>NOTE:</strong> This uses the WELCOME notice.'
-
- pref: UseEmailReceipts
choices:
1: Send
0: "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:
1: Enable
0: Disable
- patron phone notifications using Talking Tech i-tiva (overdues, predues and holds notices currently supported).
- <br/><i class="fa fa-exclamation-triangle"></i> If <a href="/cgi-bin/koha/admin/preferences.pl?op=search&searchfield=TalkingTechItivaPhoneNotification">TalkingTechItivaPhoneNotification</a> is enabled, <a href="/cgi-bin/koha/admin/preferences.pl?op=search&searchfield=PhoneNotification">PhoneNotification</a> should be disabled.
-
- pref: PhoneNotification
choices:
1: Enable
0: Disable
- patron phone notifications generation. A plugin will be required to process the phone notifications.
- <br/><i class="fa fa-exclamation-triangle"></i> If <a href="/cgi-bin/koha/admin/preferences.pl?op=search&searchfield=PhoneNotification">PhoneNotification</a> is enabled, <a href="/cgi-bin/koha/admin/preferences.pl?op=search&searchfield=TalkingTechItivaPhoneNotification">TalkingTechItivaPhoneNotification</a> should be disabled.
-
- "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"
- "<br><strong>NOTE:</strong> Many mobile providers have deprecated support for this feature and it is not recommended for use unless you have a dedicated SMS to Email gateway."
-
- "Define a username/login"
- pref: SMSSendUsername
- "and a password"
- pref: SMSSendPassword
- ". Override from address with"
- pref: EmailSMSSendDriverFromAddress
class: email
- "for emails sent using \"Email\" send driver."
-
- pref: FallbackToSMSIfNoEmail
choices:
1: Enable
0: Disable
- sending purchase suggestion messages by SMS if no patron email is defined.
-
- "Send automatic renewal notices: "
- pref: AutoRenewalNotices
choices:
never: never
preferences: according to patron messaging preferences
cron: (Deprecated) according to --send-notices cron switch
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 <a href="/cgi-bin/koha/admin/preferences.pl?op=search&searchfield=autoMemberNum">autoMemberNum</a> is enabled, the system preference <a href="/cgi-bin/koha/admin/preferences.pl?op=search&searchfield=BorrowerMandatoryField">BorrowerMandatoryField</a> must not contain the field <code>cardnumber</code>.'
-
- "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
exclusions: branchcode|categorycode
-
- "Borrowers can have the following titles:"
- pref: BorrowersTitles
class: multi
- (separate multiple choices with |)
-
- pref: autoMemberNum
choices:
1: Do
0: "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 <a href="/cgi-bin/koha/admin/preferences.pl?op=search&searchfield=autoMemberNum">autoMemberNum</a> is enabled, the system preference <a href="/cgi-bin/koha/admin/preferences.pl?op=search&searchfield=BorrowerMandatoryField">BorrowerMandatoryField</a> must not contain the field <code>cardnumber</code>.'
-
- 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 <code>cardnumber</code> is included in the <a href="/cgi-bin/koha/admin/preferences.pl?op=search&searchfield=BorrowerMandatoryField">BorrowerMandatoryField</a> 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:
1: Do
0: "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_streettype: "Alternate address - Street type"
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"
streettype: "Main address - Street type"
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:
1: Allow
0: "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:
1: Allow
0: "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 <a href="/cgi-bin/koha/admin/preferences.pl?op=search&searchfield=GDPR_Policy">GDPR_Policy</a> 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 <a href="/cgi-bin/koha/admin/preferences.pl?op=search&searchfield=PrivacyPolicyURL">PrivacyPolicyURL</a> 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:
1: "Require"
0: "Don't require"
- a strong password for staff and patrons
- (must contain at least one digit, one lowercase and one uppercase).
-
- pref: EnableExpiredPasswordReset
choices:
1: "Enable"
0: "Don't enable"
- the ability for patrons to directly reset their password when it is expired.
- If not enable patrons must either use the 'Forgot your password' feature or have staff
- reset their password.
-
- Block a patron's account if it reaches
- pref: FailedLoginAttempts
class: integer
- failed login attempts.
-
- pref: Pseudonymization
choices:
1: Enable
0: 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 library"
homebranch: "Home library"
location: "Location"
itemcallnumber: "Item's callnumber"
ccode: "Collection"