a27c22bffc
This changes all occurences of reading history to the more accurate term 'checokut history' as it was correctly pointed out that 'reading' doesn't apply to all kind of items available at the library (audio books, games, etc.) To test: - Verify that the term reding history has been replaced by checkout history in: - System preferences - OPAC tab "your checkout history" - OPAC tab "your privacy" (switch OpacPrivacy pref first) - Staff permission for patron batch anonymization Signed-off-by: Barbara Johnson <barbara.johnson@bedfordtx.gov> Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com> Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>
373 lines
17 KiB
Text
373 lines
17 KiB
Text
Patrons:
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General:
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-
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- pref: CheckPrevCheckout
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default: no
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choices:
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hardyes: "Do"
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softyes: "Unless overridden by patron category, do"
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softno: "Unless overridden by patron category, do not"
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hardno: "Do not"
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- " check borrower checkout history to see if the current item has been checked out before."
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-
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- pref: ExtendedPatronAttributes
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choices:
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yes: Enable
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no: "Don't enable"
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- searching, editing and display of custom attributes on patrons.
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-
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- pref: intranetreadinghistory
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choices:
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yes: "Allow"
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no: "Don't allow"
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- "staff to access a patron's checkout and hold history (checkout history is still stored, regardless of staff being allowed access or not)."
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-
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- The late fine for all checkouts will only go up to
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- pref: MaxFine
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class: currency
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- '[% local_currency %].'
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- Empty value means no limit. Single item caps are specified in the circulation rules matrix.
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-
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- pref: patronimages
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choices:
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yes: Allow
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no: "Don't allow"
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- images to be uploaded and shown for patrons on the staff interface.
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-
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- By default, show
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- pref: PatronsPerPage
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class: integer
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- results per page in the staff interface.
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-
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- "Comma separated list defining the default fields to be used during a patron search using the \"standard\" option:"
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- pref: DefaultPatronSearchFields
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class: multi
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- "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."
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-
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- "Show the following fields from the items database table as columns on the statistics tab on the patron record: "
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- pref: StatisticsFields
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type: modalselect
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source: items
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- "If empty, defaults to: location|itype|ccode"
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-
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- pref: EnableBorrowerFiles
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choices:
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yes: Do
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no: "Don't"
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- enable the ability to upload and attach arbitrary files to a borrower record.
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-
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- pref: useDischarge
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choices:
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yes: Allow
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no: "Don't allow"
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- librarians to discharge borrowers and borrowers to request a discharge.
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-
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- pref: FeeOnChangePatronCategory
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choices:
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yes: Do
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no: "Don't"
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- charge a fee when a patron changes to a category with an enrollment fee.
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-
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- pref: TrackLastPatronActivity
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choices:
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yes: Do
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no: "Don't"
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- track last patron activity.
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- Every time a patron will connect, the borrowers.lastseen will be updated with the current time.
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-
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- pref: AutoApprovePatronProfileSettings
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choices:
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yes: Enable
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no: Disable
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- "automatic approval of patron detail changes from the OPAC."
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- Requires OPACPatronDetails to be activated.
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-
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- pref: ProtectSuperlibrarianPrivileges
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choices:
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yes: Allow only superlibrarians
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no: Allow all permitted users
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- "to access/change superlibrarian privileges."
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- "<br><strong>NOTE:</strong> A permitted user needs to have the 'permissions' flag (if no superlibrarian)."
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-
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- pref: AllowPatronToControlAutorenewal
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choices:
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yes: Allow patrons
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no: Allow only staff
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- "to allow/disallow auto-renewal for account. If allowed a patron will be able to update their own account to allow/disallow auto-renewal."
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Membership expiry:
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-
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- When renewing borrowers, base the new expiry date on
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- pref: BorrowerRenewalPeriodBase
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choices:
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now: current date.
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dateexpiry: current membership expiry date.
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combination: the latter of the current and expiry date.
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-
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- Show a notice if the patron is about to expire or has expired
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- pref: NotifyBorrowerDeparture
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class: integer
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- days beforehand.
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-
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- Send an account expiration notice when a patron's card will expire in
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- pref: MembershipExpiryDaysNotice
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class: integer
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- days.
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- "<br><strong>NOTE:</strong> This system preference requires the <code>misc/cronjobs/membership_expiry.pl</code> cronjob. Ask your system administrator to schedule it."
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Notices and notifications:
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-
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- pref: EnhancedMessagingPreferences
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choices:
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yes: Allow
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no: "Don't allow"
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- "staff to manage which notices patrons will receive and when they will receive them."
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- "<br><strong>NOTE:</strong> This only applies to courtesy notices. To manage if patrons have also access to these settings, use EnhancedMessagingPreferencesOPAC."
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- "<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."
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-
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- pref: EnhancedMessagingPreferencesOPAC
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choices:
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yes: Show
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no: "Don't show"
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- "patron messaging setting on the OPAC."
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- "<br><strong>NOTE:</strong> EnhancedMessagingPreferences must be enabled."
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-
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- pref: AutoEmailOpacUser
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choices:
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yes: Send
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no: "Don't send"
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- an email to newly created patrons with their account details.
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-
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- pref: UseEmailReceipts
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choices:
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yes: Send
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no: "Don't send"
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- email receipts to patrons for payments and writeoffs.
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-
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- "Use"
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- pref: AutoEmailPrimaryAddress
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default: "OFF"
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choices:
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email: home
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emailpro: work
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B_email: alternate
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cardnumber: cardnumber as
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"OFF": first valid
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- "patron email address for sending out emails."
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-
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- pref: TalkingTechItivaPhoneNotification
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choices:
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yes: Enable
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no: Disable
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- patron phone notifications using Talking Tech i-tiva (overdues, predues and holds notices currently supported).
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-
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- "Use the SMS::Send::"
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- pref: SMSSendDriver
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- driver to send SMS messages.
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- "<br>If you would prefer to send SMS via E-mail, set SMSSendDriver to: Email"
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-
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- "Define a username/login"
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- pref: SMSSendUsername
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- "and a password"
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- pref: SMSSendPassword
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- ". Override from address with"
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- pref: EmailSMSSendDriverFromAddress
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- "for emails sent using \"Email\" send driver."
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-
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- pref: FallbackToSMSIfNoEmail
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choices:
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yes: Enable
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no: Disable
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- sending purchase suggestion messages by SMS if no patron email is defined.
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Patron forms:
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-
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- "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:"
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- pref: BorrowerMandatoryField
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type: modalselect
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source: borrowers
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- "<strong>NOTE:</strong> If autoMemberNum is enabled, the system preference BorrowerMandatoryField must not contain the field cardnumber."
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-
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- "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:"
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- pref: BorrowerUnwantedField
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type: modalselect
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source: borrowers
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-
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- "Borrowers can have the following titles:"
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- pref: BorrowersTitles
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class: multi
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- (separate multiple choices with |)
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-
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- pref: autoMemberNum
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choices:
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yes: Do
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no: "Don't"
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- 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).
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- "<strong>NOTE:</strong> If autoMemberNum is enabled, the system preference BorrowerMandatoryField must not contain the field cardnumber."
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-
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- Card numbers for patrons must be
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- pref: CardnumberLength
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- "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')."
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- "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."
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-
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- pref: uppercasesurnames
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choices:
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yes: Do
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no: "Don't"
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- store and display surnames in upper case.
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-
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- "The following <a href='http://schema.koha-community.org/__VERSION__/tables/borrowers.html' target='blank'>database columns</a>:"
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- pref: PatronQuickAddFields
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type: modalselect
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source: borrowers
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- "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."
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-
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- "When adding new patrons or editing existing patrons, collapse the following fields from the full form (can still be expanded later):"
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- pref: CollapseFieldsPatronAddForm
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multiple:
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identity: "Patron identity"
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guarantor: "Guarantor information"
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primary_address: "Main address"
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primary_contact: "Contact information"
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alt_address: "Alternate address"
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alt_contact: "Alternate contact"
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lib_mgmt: "Library management"
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lib_setup: "Library setup"
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login: "OPAC/Staff interface login"
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flags: "Patron account flags (existing patrons)"
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debarments: "Patron restrictions (existing patrons)"
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housebound: "Housebound roles"
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additional: "Additional attributes and identifiers"
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messaging: "Patron messaging preferences"
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-
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- "The following <a href='http://schema.koha-community.org/__VERSION__/tables/borrowers.html' target='blank'>database columns</a>:"
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- pref: PatronDuplicateMatchingAddFields
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type: modalselect
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source: borrowers
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- "will be used to detect possible duplicates when adding a new patron."
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Patron relationships:
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-
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- "Guarantors can be the following of those they guarantee:"
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- pref: borrowerRelationship
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class: multi
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- (input multiple choices separated by |). Leave empty to deactivate.
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-
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- "When adding a guarantee to a guarantor patron fill the following fields in the guarantee's member entry form from the guarantors record:"
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- pref: PrefillGuaranteeField
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multiple:
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B_address: "Alternate address - Address"
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B_address2: "Alternate address - Address 2"
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B_city: "Alternate address - City"
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contactnote: "Alternate address - Contact note"
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B_country: "Alternate address - Country"
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B_email: "Alternate address - Email"
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B_phone: "Alternate address - Phone"
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B_state: "Alternate address - State"
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B_streetnumber: "Alternate address - Street number"
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B_zipcode: "Alternate address - ZIP/Postal code"
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altcontactaddress1: "Alternate contact - Address"
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altcontactaddress2: "Alternate contact - Address 2"
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altcontactaddress3: "Alternate contact - City"
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altcontactcountry: "Alternate contact - Country"
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altcontactfirstname: "Alternate contact - First name"
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altcontactphone: "Alternate contact - Phone"
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altcontactstate: "Alternate contact - State"
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altcontactsurname: "Alternate contact - Surname"
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altcontactzipcode: "Alternate contact - ZIP/Postal code"
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fax: "Contact - Fax"
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mobile: "Contact - Other phone"
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email: "Contact - Primary email"
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phone: "Contact - Primary phone"
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emailpro: "Contact - Secondary email"
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phonepro: "Contact - Secondary phone"
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address: "Main address - Address"
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address2: "Main address - Address 2"
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city: "Main address - City"
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country: "Main address - Country"
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state: "Main address - State"
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zipcode: "Main address - ZIP/Postal code"
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streetnumber: "Main address - Street number"
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-
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- pref: AllowStaffToSetCheckoutsVisibilityForGuarantor
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choices:
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yes: Allow
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no: "Don't allow"
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- staff to set the ability for a patron's checkouts to be viewed by linked patrons in the OPAC.
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-
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- pref: AllowStaffToSetFinesVisibilityForGuarantor
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choices:
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yes: Allow
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no: "Don't allow"
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- staff to set the ability for a patron's fines to be viewed by linked patrons in the OPAC.
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Privacy:
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-
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- Use the following URL
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- pref: PrivacyPolicyURL
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- 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.)
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- "<br><strong>NOTE:</strong> The URL will only be displayed if GDPR_Policy is set."
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-
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- "Set GDPR policy to:"
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- pref: GDPR_Policy
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choices:
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'': 'disabled'
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Enforced: 'enforced'
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Permissive: 'permissive'
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- ". 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."
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- "<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."
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-
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- Lock/expire patrons that submitted an unsubscribe request (refused consent) after
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- pref: UnsubscribeReflectionDelay
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- days, anonymize locked/expired accounts after
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- pref: PatronAnonymizeDelay
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- days and remove anonymized patron accounts after
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- pref: PatronRemovalDelay
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- "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."
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Security:
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-
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- Login passwords for staff and patrons must be at least
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- pref: minPasswordLength
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class: integer
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- characters long.
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-
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- pref: RequireStrongPassword
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choices:
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yes: "Require"
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no: "Don't require"
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- a strong password for staff and patrons
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- (must contain at least one digit, one lowercase and one uppercase).
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-
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- Block a patron's account if it reaches
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- pref: FailedLoginAttempts
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class: integer
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- failed login attempts.
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-
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- pref: Pseudonymization
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choices:
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yes: Enable
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no: Disable
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- "pseudonymization to comply with GDPR for personal information."
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- "Patrons and transactions will be copied to a separate table for statistics purpose."
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- "<br/>Use the following fields for patrons:"
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- pref: PseudonymizationPatronFields
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multiple:
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title: "Patron's title"
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city: "City"
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state: "State"
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zipcode: "Zipcode"
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country: "Country"
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branchcode: "Patron's library"
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categorycode: "Patron's category"
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dateenrolled: "Date the patron was added to Koha"
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sex: "Patron's gender"
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sort1: "Sort1"
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sort2: "Sort2"
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- "<br/> And the following fields for the transactions:"
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- pref: PseudonymizationTransactionFields
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multiple:
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datetime: "Date and time of the transaction"
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transaction_branchcode: "Library where the transaction occurred"
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transaction_type: "Transaction type"
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itemnumber: "Itemnumber"
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itemtype: "Item type"
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holdingbranch: "Holding branch"
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homebranch: "Home branch"
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location: "Location"
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itemcallnumber: "Item's callnumber"
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ccode: "Collection code"
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