[% USE raw %] [% USE Asset %] [% USE To %] [% USE Koha %] [% USE KohaDates %] [% USE Branches %] [% SET footerjs = 1 %] [% INCLUDE 'doc-head-open.inc' %] Koha › Patrons › [% UNLESS blocking_error %] [% IF ( opadd ) %]Add [% ELSIF ( opduplicate ) %]Duplicate [% ELSE %] Modify [% END %] patron [% IF (firstname) %][% firstname | html %] [% END %] [% IF (surname) %][% surname | html %] [% END %] ([%IF categoryname %][% categoryname | html %][% ELSE %][% IF ( I ) %]Organization[% END %][% IF ( A ) %]Adult[% END %][% IF ( C ) %]Child[% END %][% IF ( P ) %]Professional[% END %][% IF ( S ) %]Staff[% END %][% END %]) [% END %] [% INCLUDE 'doc-head-close.inc' %] [% INCLUDE 'header.inc' %] [% INCLUDE 'patron-search.inc' %]
[% IF ( opadd ) %]
[% ELSE %]
[% END %]
[% INCLUDE 'blocking_errors.inc' %] [% IF error_alert %] [% IF ( error_alert == "no_email" ) %]
This member has no email
[% ELSE %]
[% error_alert | html %]
[% END %] [% END %] [% IF info_alert %]
Email has been sent.
[% END %] [% INCLUDE 'noadd-warnings.inc' %] [% UNLESS ( no_add ) %]

[% IF ( opadd ) %]Add[% ELSIF ( opduplicate ) %]Duplicate[% ELSE %] Modify[% END %] patron [% IF (firstname) %][% firstname | html %] [% END %][% IF (surname) %][% surname | html %] [% END %]([%IF ( categoryname ) %][% categoryname | html %][% ELSE %][% IF ( I ) %]Organization[% END %][% IF ( A ) %]Adult[% END %][% IF ( C ) %]Child[% END %][% IF ( P ) %]Professional[% END %][% IF ( S ) %]Staff[% END %][% END %])

[% IF quickadd && opadd && !check_member %] Show full form [% END %] [% IF ( check_member ) %]

Duplicate patron record?

View existing record

[% END %] [% IF ( nok ) %]

The following fields are wrong. Please fix them.

    [% IF ( ERROR_login_exist ) %]
  • Username/password already exists.
    • [% END %] [% IF ERROR_cardnumber_already_exists %]
  • Cardnumber already in use.
    • [% END %] [% IF ERROR_cardnumber_length %]
  • Cardnumber length is incorrect.
    • [% END %] [% IF ( ERROR_age_limitations ) %]
  • Patron's age is incorrect for their category. Ages allowed are [% age_low | html %]-[% age_high | html %].
    • [% END %] [% IF ( ERROR_branch ) %]
  • Library is invalid.
    • [% END %] [% IF ( ERROR_dateofbirth ) %]
  • Date of birth is invalid.
    • [% END %] [% IF ( ERROR_dateenrolled ) %]
  • Date of enrollment is invalid.
    • [% END %] [% IF ( ERROR_dateexpiry ) %]
  • Date of expiration is invalid.
    • [% END %] [% IF ( ERROR_password_too_short ) %]
  • Password must be at least [% minPasswordLength | html %] characters long.
    • [% END %] [% IF ( ERROR_password_too_weak ) %]
  • Password must contain at least one digit, one lowercase and one uppercase.
    • [% END %] [% IF ( ERROR_password_has_whitespaces ) %]
  • Password must not contain leading or trailing whitespaces.
    • [% END %] [% IF ( ERROR_password_mismatch ) %]
  • Passwords do not match.
    • [% END %] [% IF ( ERROR_extended_unique_id_failed ) %]
  • [% ERROR_extended_unique_id_failed_description | html %]: Attribute value "[% ERROR_extended_unique_id_failed_value | html %]" is already in use by another patron record.
    • [% END %] [% IF ERROR_bad_email %]
  • The primary email is invalid.
    • [% END %] [% IF ERROR_bad_email_secondary %]
  • The secondary email is invalid.
    • [% END %] [% IF ERROR_bad_email_alternative %]
  • The alternative email is invalid.
    • [% END %]
[% END %]
[% UNLESS ( check_member ) %] [% IF quickadd && opadd %] [% END %] [% IF opadd %] [% ELSE %] [% END %] Cancel [% END %]
[% UNLESS ( check_member ) %] [% END %] [% IF ( step ) %][% END %] [% IF ( opadd ) %] [% ELSIF ( opduplicate ) %] [% ELSE %] [% IF step == 4 || step == 5 || step == 6 || step == 2 || step == 1 || step == 7 %] [%# Only put the cardnumber if we arent showing it in the form later %] [% IF cardnumber %] [% END %] [% END %] [% END %] [% IF ( step_1 ) %] [%UNLESS notitle && nosurname && nofirstname && nodateofbirth && noinitials && noothernames &&nosex %]
[% IF ( I ) %]Organization [% ELSE %]Patron [% END %]identity
    [% UNLESS ( I ) %] [% UNLESS notitle %] [% IF Koha.Preference('BorrowersTitles') %]
  1. [% IF ( mandatorytitle ) %]
    2. [% END %] [% END %] [% END %] [% UNLESS nosurname %]
  2. [% IF ( I ) %] [% ELSE %] [% IF ( mandatorysurname ) %]
    3. [% END %] [% UNLESS ( I ) %] [% UNLESS nofirstname %]
  3. [% IF ( mandatoryfirstname ) %]
    4. [% END %] [% UNLESS nodateofbirth %]
  4. [% IF ( mandatorydateofbirth ) %]
    5. [% END %] [% UNLESS noinitials %]
  5. [% IF ( mandatoryinitials ) %]
    6. [% END %] [% END %] [% UNLESS noothernames %]
  6. [% IF ( mandatoryothernames ) %]
    7. [% END %] [% UNLESS ( I ) %] [% UNLESS nosex %]
  7. [% UNLESS ( opduplicate ) %] [% IF ( female ) %] [% ELSE %] [% END %] [% IF ( male ) %] [% ELSE %] [% END %] [% IF ( none ) %] [% ELSE %] [% END %] [% ELSE %] [% END %]
    8. [% END %] [% END %]
[% END # hide fieldset %] [% IF show_guarantor || guarantor %] [% SET possible_relationships = Koha.Preference('borrowerRelationship') %]
Guarantor information [% FOREACH r IN relationships %]
    [% IF category_type == 'I' %]
  1. Organization #: [% IF ( r.guarantor_id ) %] [% r.guarantor_id | html %][% END %]
  2. [% r.guarantor.surname | html %]
    3. [% ELSE %]
  3. Patron #: [% r.guarantor_id | html %]
    4. [% IF r.guarantor.surname %]
  4. [% r.guarantor.surname | html %]
    5. [% END %] [% IF r.guarantor.firstname %]
  5. [% r.guarantor.firstname | html %]
    6. [% END %]
  6. [% r.relationship | html %]
    8. [% END %]
[% END # END relationships foreach %]
  1. Patron #:
  5. Remove
  1. Search to add
    2. [% IF relationships && Koha.Preference('AllowStaffToSetCheckoutsVisibilityForGuarantor') %]
  2. Allow guarantors of this patron to view this patron's checkouts from the OPAC
    3. [% END %] [% IF relationships && Koha.Preference('AllowStaffToSetFinesVisibilityForGuarantor') %]
  3. Allow guarantors of this patron to view this patron's fines from the OPAC
    4. [% END %]
[% END %] [% UNLESS noaddress && noaddress2 && nocity && nostate && nozipcode && nocountry %] [% IF Koha.Preference( 'AddressFormat' ) %] [% INCLUDE "member-main-address-style-${ Koha.Preference( 'AddressFormat' ) }.inc" %] [% END %] [% END # nostreet && nocity etc group%] [% UNLESS nophone && nophonepro && nomobile && noemail && noemailpro && nofax %]
Contact
    [% UNLESS nocontactname %]
  1. [% IF ( mandatorycontactname ) %]
    2. [% END %] [% UNLESS nocontactfirstname %]
  2. [% IF ( mandatorycontactfirstname ) %]
    3. [% END %] [% UNLESS norelationship %] [% IF possible_relationships %]
    4. [% END %] [% END %] [% UNLESS nophone %]
  4. [% IF ( mandatoryphone ) %]
    5. [% END %] [% UNLESS nophonepro %]
  5. [% IF ( mandatoryphonepro ) %]
    6. [% END %] [% UNLESS nomobile %]
  6. [% IF ( mandatorymobile ) %]
    7. [% END %] [% UNLESS noemail %]
  7. [% IF ( mandatoryemail ) %]
    8. [% END %] [% UNLESS noemailpro %]
  8. [% IF ( mandatoryemailpro ) %]
    9. [% END %] [% UNLESS nofax %]
  9. [% IF ( mandatoryfax ) %]
    10. [% END %]
[%END # hide fieldset %] [% END %] [% IF ( step_6 ) %] [% UNLESS noB_address && noB_address2 && noB_city && noB_zipcode && noB_state && noB_country &&nocontactnote && noB_phone && noB_email %] [% SWITCH Koha.Preference( 'AddressFormat' ) %] [% CASE 'de' %] [% INCLUDE 'member-alt-address-style-de.inc' %] [% CASE # us %] [% INCLUDE 'member-alt-address-style-us.inc' %] [% END %] [% END # UNLESS noB_address && noB_city && noB_state && noB_phone && noB_email %] [% END %] [% IF ( step_2 ) %] [% UNLESS noaltcontactsurname && noaltcontactfirstname && noaltcontactaddress1 && noaltcontactaddress2 && noaltcontactaddress3 && noaltcontactstate && noaltcontactzipcode && noaltcontactcountry && noaltcontactphone %] [% SWITCH Koha.Preference( 'AddressFormat' ) %] [% CASE 'de' %] [% INCLUDE 'member-alt-contact-style-de.inc' %] [% CASE # us %] [% INCLUDE 'member-alt-contact-style-us.inc' %] [% END %] [% END # UNLESS noaltcontactsurname && noaltcontactfirstname etc %] [% END %] [% IF ( step_3 ) %] [% SET autoMemberNum = Koha.Preference('autoMemberNum') %]
Library management
    [% UNLESS nocardnumber %]
  1. [% IF mandatorycardnumber %]
    2. [% END %] [% UNLESS nobranchcode %]
  2. Required
    3. [% END %]
  3. Required
    4. [% UNLESS nosort1 %]
  4. [% IF ( mandatorysort1 ) %]
    5. [% END %] [% UNLESS nosort2 %]
  5. [% IF ( mandatorysort2 ) %]
    6. [% END %] [% IF ( Koha.Preference('CheckPrevCheckout') == 'softyes' || Koha.Preference('CheckPrevCheckout') == 'softno' ) %]
    7. [% END %] [% IF Koha.Preference('TranslateNotices') %]
    8. [% END %]
[% UNLESS nodateenrolled && noopacnote && noborrowernotes %]
Library set-up
    [% UNLESS nodateenrolled %]
  1. [% IF ( mandatorydateenrolled ) %]
    2. [% END %] [% UNLESS nodateexpiry %]
  2. [% ELSE %]
  3. [% END %] [% IF ( mandatorydateexpiry ) %]
    4. [% UNLESS noopacnote %]
  4. [% IF ( mandatoryopacnote ) %]
    5. [% END %] [% UNLESS noborrowernotes %]
  5. [% IF ( mandatoryborrowernotes ) %]
    6. [% END %]
[% END # hide fieldset %] [% UNLESS nouserid && nopassword %]
OPAC/Staff login
    [% UNLESS nouserid %]
  1. [% IF ( mandatoryuserid ) %]
    2. [%END %] [% UNLESS nopassword %]
  2. [% IF ( mandatorypassword ) %]
  3. [% IF ( mandatorypassword ) %]
[% END # hide fieldset %][% END %] [% UNLESS ( opadd || opduplicate ) %]
Patron account flags
    [% FOREACH flagloo IN flagloop %]
  1. [% IF CAN_user_circulate_manage_restrictions %] [% ELSE %] [% IF flagloo.yes %]Yes[% ELSE %]No[% END %] [% END %]
    2. [% END %]
Patron restrictions [% IF ( debarments ) %] [% IF CAN_user_borrowers_edit_borrowers && CAN_user_circulate_manage_restrictions %] [% END %] [% FOREACH d IN debarments %] [% IF CAN_user_borrowers_edit_borrowers && CAN_user_circulate_manage_restrictions %] [% END %] [% END %]
Type Comment Expiration CreatedRemove?
[% d.type | html %] [% IF d.comment.search('OVERDUES_PROCESS') %] Restriction added by overdues process [% d.comment.remove('OVERDUES_PROCESS ') | $raw %] [% ELSE %] [% d.comment | $raw %] [% END %] [% IF d.expiration %] [% d.expiration | $KohaDates %] [% ELSE %] Indefinite [% END %] [% d.created | $KohaDates %]
[% ELSE %]

Patron is currently unrestricted.

[% END %] [% IF CAN_user_borrowers_edit_borrowers && CAN_user_circulate_manage_restrictions %]

Add manual restriction

Add manual restriction
  2. Clear date

Cancel

[% END %]
[% END %] [% END %] [% IF ( step_7 ) %] [% IF Koha.Preference('HouseboundModule') %]
Housebound roles
  1. [% IF ( housebound_role.housebound_chooser == 1 ) %] [% ELSE %] [% END %]
  2. [% IF ( housebound_role.housebound_deliverer == 1 ) %] [% ELSE %] [% END %]
[% END # hide fieldset %] [% END # IF step_7 %] [% IF ( step_4 ) %] [% IF Koha.Preference('ExtendedPatronAttributes') %][% UNLESS ( no_patron_attribute_types ) %]
Additional attributes and identifiers [% FOREACH pa_loo IN patron_attributes %]
    [% IF pa_loo.class %]
    [% pa_loo.lib | html %] [% END %] [% FOREACH patron_attribute IN pa_loo.items %]
  1. [% IF ( patron_attribute.use_dropdown ) %] [% ELSE %] [% END %] Clear [% IF ( patron_attribute.repeatable ) %] New [% END %]
    2. [% END %] [% IF pa_loo.class %]
    [% END %]
[% END %]
[% END %][% END %][% END %] [% IF ( step_5 ) %][% IF ( EnhancedMessagingPreferences ) %]
Patron messaging preferences [% INCLUDE 'messaging-preference-form.inc' %] [% IF ( SMSSendDriver ) %]

SMS number should be in the format 1234567890 or +11234567890

[% UNLESS nosms_provider_id %]

[% END %] [% END %]
[% END %] [% END %]
[% IF quickadd && opadd && !check_member %]
Quick add
[% END %] [% END %]
[% UNLESS ( opadd ) %]
[% END %]
[% MACRO jsinclude BLOCK %] [% Asset.js("lib/hc-sticky.js") | $raw %] [% INCLUDE 'calendar.inc' %] [% INCLUDE 'str/members-menu.inc' %] [% Asset.js("js/members-menu.js") | $raw %] [% Asset.js("js/members.js") | $raw %] [% Asset.js("js/messaging-preference-form.js") | $raw %] [% PROCESS 'password_check.inc' %] [% PROCESS 'add_password_check' new_password => 'password' %] [% END %] [% INCLUDE 'intranet-bottom.inc' %]