d4a19175e6
Signed-off-by: Shari Perkins <dear.shari+koha@gmail.com> Signed-off-by: Jared Camins-Esakov <jcamins@cpbibliography.com> Signed-off-by: Paul Poulain <paul.poulain@biblibre.com>
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3.2 KiB
Text
82 lines
No EOL
3.2 KiB
Text
[% INCLUDE 'help-top.inc' %]
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<h1>Patron Categories</h1>
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<p>Patron categories allow you to organize your patrons into different roles, age groups, and patron types.</p>
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<p>Patrons are assigned to one of six main categories:</p>
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<ul>
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<li>Adult
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<ul>
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<li>Most common patron type, usually used for a general 'Patron' category.</li>
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</ul>
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</li>
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<li>Child
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<ul>
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<li>Children patrons can have a guardian to be attached to them.</li>
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</ul>
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</li>
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<li>Staff
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<ul>
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<li>Patrons within the staff category will have access to the staff client.</li>
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</ul>
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</li>
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<li>Organizational
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<ul>
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<li>Organizational patrons are organizations. Organizations can be used as guarantors for Professional patrons.</li>
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</ul>
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</li>
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<li>Professional
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<ul>
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<li>Professional patrons can be linked to Organizational patrons</li>
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</ul>
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</li>
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<li>Statistical
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<ul>
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<li>This patron type is used strictly for statistical purposes, such as in house use of items.</li>
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</ul>
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</li>
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</ul>
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<h2>Adding a patron category</h2>
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<p>To add a new patron category click 'New Category' at the top of the page</p>
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<ul>
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<li>The 'Category Code' is an identifier for your new code.
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<ul>
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<li style="color: #990000;">Important: The category code is limited to 10 characters (numbers and letters)</li>
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</ul>
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</li>
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<li>Enter a plain text version of the category in the 'Description' field.</li>
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<li>Enrollment period (in months) should be filled in if you have a limited enrollment period for your patrons (eg. Student cards expire after 9 months or until a specific date)
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<ul>
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<li style="color: #990000;">Important: You cannot enter both a month limit and a date until. Choose to enter either one or the other.</li>
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</ul>
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</li>
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<li>Some patron categories can have a minimum age (in years) requirement associated with them, enter this age in the 'Age required'</li>
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<li>Patron categories can also have a maximum age (in years) associated with them (such as children), enter this age in the 'Upperage limit'</li>
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<li>If you charge a membership fee for your patrons (such as those who live in another region) you can enter that in the 'Enrollment fee' field.
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<ul>
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<li style="color: #990000;">Important: Only enter numbers and decimals in this field</li>
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</ul>
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</li>
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<li>If you want your patron to receive overdue notices, set the 'Overdue notice required' to 'Yes'</li>
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<li>If you charge patrons for placing holds on items, enter the fee amount in the 'Hold fee' field.
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<ul>
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<li style="color: #990000;">Important: Only enter numbers and decimals in this field</li>
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</ul>
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</li>
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<li>In the 'Category type' field choose one of the six main parent categories</li>
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<li>Finally you can assign advanced messaging preferences by default to a patron category
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<ul>
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<li style="color: #990000;">Important: Requires that you have EnhancedMessagingPreferences enabled</li>
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<li style="color: #990000;">Important: These can be changed for individual patrons, this setting is just a default to make it easier to set up messages for an entire category</li>
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</ul>
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</li>
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</ul>
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<p><strong>See the full documentation for Patron Categories in the <a href="http://manual.koha-community.org/3.8/en/patscirc.html#patcats">manual</a> (online).</strong></p>
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[% INCLUDE 'help-bottom.inc' %] |