From 10b60d577053843c2b8935be696ecbf762d7f584 Mon Sep 17 00:00:00 2001 From: Katrin Fischer Date: Sat, 11 Apr 2020 14:43:41 +0000 Subject: [PATCH] Bug 5614: Organize 'patron' system preferences Until now, there was only "General" and "Privacy". This patch breaks the "General" prefs up into multiple sections. To test: - Go to Administration > Patrons - Verify the current state of things - Apply patch - Reload patch - Verify headings make sense and groups make sense as well Signed-off-by: David Nind Signed-off-by: Josef Moravec Signed-off-by: Martin Renvoize --- .../en/modules/admin/preferences/patrons.pref | 396 +++++++++--------- 1 file changed, 200 insertions(+), 196 deletions(-) diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/admin/preferences/patrons.pref b/koha-tmpl/intranet-tmpl/prog/en/modules/admin/preferences/patrons.pref index 6990dfa62d..b9a0ee6261 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/admin/preferences/patrons.pref +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/admin/preferences/patrons.pref @@ -1,35 +1,131 @@ 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: 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 (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. + - + - pref: patronimages + choices: + yes: Allow + no: "Don't allow" + - images to be uploaded and shown for patrons on the staff client. + - + - 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." + - + - "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: 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: ProtectSuperlibrarianPrivileges + choices: + yes: Allow only superlibrarians + no: Allow all permitted users + - "to access/change superlibrarian privileges." + - "
NOTE: 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" + 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. + - "
NOTE: This system preference requires the misc/cronjobs/membership_expiry.pl 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." + - "
NOTE: This only applies to courtesy notices. To manage if patrons have also access to these settings, use EnhancedMessagingPreferencesOPAC." + - "
NOTE: This system preference requires the misc/cronjobs/process_message_queue.pl and the misc/cronjobs/advance_notices.pl cronjob. Ask your system administrator to schedule them." + - + - pref: EnhancedMessagingPreferencesOPAC + choices: + yes: Show + no: "Don't show" + - "patron messaging setting on the OPAC." + - "
NOTE: EnhancedMessagingPreferences must be enabled." - - 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: @@ -48,12 +144,31 @@ Patrons: "OFF": first valid - "patron email address for sending out emails." - - - pref: autoMemberNum + - pref: TalkingTechItivaPhoneNotification 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). - - "NOTE: If autoMemberNum is enabled, the system preference BorrowerMandatoryField must not contain the field cardnumber." + yes: Enable + no: Disable + - patron phone notifications using Talking Tech i-tiva (overdues, predues and holds notices currently supported). + - + - "Use the SMS::Send::" + - pref: SMSSendDriver + - driver to send SMS messages. + - "
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 + - Send purchase suggestion messages by SMS if no patron email is defined. + Patron forms: - - "The following database columns must be filled in on the patron entry screen:" - pref: BorrowerMandatoryField @@ -65,80 +180,58 @@ Patrons: - 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." - - "
NOTE: This only applies to courtesy notices. To manage if patrons have also access to these settings, use EnhancedMessagingPreferencesOPAC." - - "
NOTE: This system preference requires the misc/cronjobs/process_message_queue.pl and the misc/cronjobs/advance_notices.pl 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 + - pref: autoMemberNum 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. + 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). + - "NOTE: If autoMemberNum is enabled, the system preference BorrowerMandatoryField must not contain the field cardnumber." - - - Login passwords for staff and patrons must be at least - - pref: minPasswordLength - class: integer - - characters long. + - 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: RequireStrongPassword + - pref: uppercasesurnames 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). + yes: Do + no: "Don't" + - store and display surnames in upper case. - - - Show a notice if the patron is about to expire or has expired - - pref: NotifyBorrowerDeparture - class: integer - - days beforehand. + - 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." - - - Send an account expiration notice when a patron's card will expire in - - pref: MembershipExpiryDaysNotice - class: integer - - days. - - "
NOTE: This system preference requires the misc/cronjobs/membership_expiry.pl cronjob. Ask your system administrator to schedule it." + - 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" + Patron relationships: - - - pref: patronimages - choices: - yes: Allow - no: "Don't allow" - - images to be uploaded and shown for patrons on the staff client. + - "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 @@ -175,63 +268,6 @@ Patrons: 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. - - "
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: @@ -244,56 +280,6 @@ Patrons: 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." - - "
NOTE: 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." - - "
NOTE: 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 @@ -317,3 +303,21 @@ Patrons: - days and remove anonymized patron accounts after - pref: PatronRemovalDelay - "days.
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. -- 2.39.5