Alex Buckley
dd0d2fa1c9
Librarians should be able to define what sections in member entryfields in 'Main address', 'Contact' and 'Alternate contact' in member entry form for guarantee's are pre-filled from guarantor's record The 'Guarantor surname, 'Guarantor first name' and 'relationship' fields in the 'Contact' section should not be filled from guarantor patron record as those fields are intended for guarantor's without patron records in Koha. Test plan: 1. On an adult patron's record (which has all fields filled out in the 'Main address', 'Contact' (Except for 'Guarantor surname', 'Guarantor first name', and 'relationship'), 'Alternate address', and 'Alternate contact') select 'Add guarantee' 2. Observe: * Fields in 'Main address' are all automatically pre-filled from guarantor record * Fields in 'Contact' (except 'Guarantor surname', 'Guarantor firstname' and 'relationship') are all automatically pre-filled from guarantor record * Fields in 'Alternate address' (except for Contact note) are pre-filled from guarantor record * None of the fields in 'Alternate contact' are pre-filled from guarantor 4. Apply patch 5. Run database updates cd installer/data/mysql sudo koha-shell <instancename> ./updatedatabase.pl 6. Restart plack: sudo koha-plack --restart <instancename> 7. Go to Administration > Global system preferences and search for the new PrefillGuaranteeField system preference 8. Observe this syspref contains checkboxes and the following are selected by default: Contact - Primary email Contact - Primary phone Main address - Address Main address - City Main address - Country Main address - State Main address - ZIP/Postal code Main address - street number Please note: 'Contact - Guarantor surname', 'Contact - Guarantor first name', Contact - relationship' are not in PrefillGuaranteeField syspref as they are for non Koha patrons and so should not be pre-filled from a Koha patron. 9. Repeat step 1 and observe the following fields are prefilled from guarantor: In Main address section - streetnumber address city state zipcode/postal code country In Contact section - Primary phone Primary email 10. In the PrefillGuaranteeField syspref click '[Select all]' checkboxes 11. Repeat step 1 and observe all fields in 'Main address', 'Contact' (except Guarantor surname, Guarantor first name, and relationship), Alternate address and Alterate contact are filled from guarantor record. i.e. The values in guarantor's 'Alternate address' fields fill the guarantee's 'Alternate address' fields 12. Change a few of the prefilled field values and 'Save' and observe your changes have been saved in addition to the unaltered pre-filled values in other fields 13. Amend PrefillGuarantee field syspref to have no checkboxes selected 14. Repeat step 1 and observe none of the fields in Main address, Contact, Alternate address and Alternate contact are pre-filled 15. Run tests: sudo koha-shell <instancename> prove xt prove t Sponsored-by: Waitaki Distict Council, NZ Signed-off-by: Sally <sally.healey@cheshiresharedservices.go.uk> Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org> Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com>
319 lines
15 KiB
Text
319 lines
15 KiB
Text
Patrons:
|
|
General:
|
|
-
|
|
- 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: "Organization/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 login"
|
|
flags: "Patron account flags (existing patrons)"
|
|
debarments: "Patron restrictions (existing patrons)"
|
|
housebound: "Housebound roles"
|
|
additional: "Additional attributes and identifiers"
|
|
messaging: "Patron messaging preferences"
|
|
-
|
|
- pref: AutoEmailOpacUser
|
|
choices:
|
|
yes: Send
|
|
no: "Don't send"
|
|
- an email to newly created patrons with their account details.
|
|
-
|
|
- pref: FallbackToSMSIfNoEmail
|
|
choices:
|
|
yes: Enable
|
|
no: Disable
|
|
- Send purchase suggestion messages by SMS if no patron email is defined.
|
|
-
|
|
- 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: 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."
|
|
-
|
|
- "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
|
|
class: multi
|
|
- (separate columns with |)
|
|
- "<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
|
|
class: multi
|
|
- (separate columns with |)
|
|
-
|
|
- "Guarantors can be the following of those they guarantee:"
|
|
- pref: borrowerRelationship
|
|
class: multi
|
|
- (input multiple choices separated by |). Leave empty to deactivate
|
|
-
|
|
- "Borrowers can have the following titles:"
|
|
- pref: BorrowersTitles
|
|
class: multi
|
|
- (separate multiple choices with |)
|
|
-
|
|
- 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: 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: 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.
|
|
-
|
|
- 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).
|
|
-
|
|
- 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."
|
|
-
|
|
- pref: patronimages
|
|
choices:
|
|
yes: Allow
|
|
no: "Don't allow"
|
|
- images to be uploaded and shown for patrons on the staff client.
|
|
-
|
|
- "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"
|
|
-
|
|
- By default, show
|
|
- pref: PatronsPerPage
|
|
class: integer
|
|
- results per page in the staff client.
|
|
-
|
|
- pref: DefaultPatronSearchFields
|
|
class: multi
|
|
- "Comma separated list defining the default fields to be used during a patron search using the \"standard\" option. 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."
|
|
-
|
|
- pref: PatronQuickAddFields
|
|
class: multi
|
|
- (separate columns with |)
|
|
- "add these fields 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."
|
|
-
|
|
- "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: uppercasesurnames
|
|
choices:
|
|
yes: Do
|
|
no: "Don't"
|
|
- store and display surnames in upper case.
|
|
-
|
|
- 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.
|
|
-
|
|
- pref: TalkingTechItivaPhoneNotification
|
|
choices:
|
|
yes: Enable
|
|
no: Disable
|
|
- patron phone notifications using Talking Tech i-tiva (overdues, predues and holds notices currently supported).
|
|
-
|
|
- "Show the following fields from the items database table as columns on the statistics tab on the patron record: "
|
|
- pref: StatisticsFields
|
|
class: multi
|
|
- "(separate fields with |, without trailing |). Default if empty: 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: 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.
|
|
-
|
|
- 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: 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: EnhancedMessagingPreferencesOPAC
|
|
choices:
|
|
yes: Show
|
|
no: "Don't show"
|
|
- "patron messaging setting on the OPAC."
|
|
- "<br><strong>NOTE:</strong> EnhancedMessagingPreferences must be enabled."
|
|
-
|
|
- 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.
|
|
-
|
|
- Block a patron's account if it reaches
|
|
- pref: FailedLoginAttempts
|
|
class: integer
|
|
- failed login attempts.
|
|
-
|
|
- 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 renewals"
|
|
|
|
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."
|