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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 (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:
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).
- <br/><i class="fa fa-exclamation-triangle"></i> If <code>TalkingTechItivaPhoneNotification</code> is enabled, <code>PhoneNotification</code> should be disabled.
-
- pref: PhoneNotification
choices:
yes: Enable
no: Disable
- patron phone notifications generation. A plugin will be required to process the phone notifications.
- <br/><i class="fa fa-exclamation-triangle"></i> If <code>PhoneNotification</code> is enabled, <code>TalkingTechItivaPhoneNotification</code> 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"
-
- "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"