From b8f3120bf5f5e7f2da73c213ed74bb003cf5da25 Mon Sep 17 00:00:00 2001 From: "Nicole C. Engard" Date: Thu, 24 Mar 2011 16:27:03 -0400 Subject: [PATCH] Bug 5940: Update Patron Help Files This patch updates the help files in the patron area of Koha. Signed-off-by: Nicole C. Engard Signed-off-by: Ian Walls Signed-off-by: Chris Cormack --- .../en/modules/help/members/boraccount.tmpl | 51 +-- .../en/modules/help/members/mancredit.tmpl | 16 +- .../en/modules/help/members/maninvoice.tmpl | 20 +- .../en/modules/help/members/member-flags.tmpl | 433 ++++++++++++++---- .../modules/help/members/member-password.tmpl | 13 +- .../prog/en/modules/help/members/member.tmpl | 3 +- .../en/modules/help/members/memberentry.tmpl | 242 +++------- .../en/modules/help/members/members-home.tmpl | 5 +- .../en/modules/help/members/messaging.tmpl | 16 +- .../en/modules/help/members/moremember.tmpl | 99 +++- .../prog/en/modules/help/members/notices.tmpl | 7 + .../prog/en/modules/help/members/pay.tmpl | 27 +- .../en/modules/help/members/readingrec.tmpl | 14 +- 13 files changed, 597 insertions(+), 349 deletions(-) create mode 100644 koha-tmpl/intranet-tmpl/prog/en/modules/help/members/notices.tmpl diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/boraccount.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/boraccount.tmpl index ce41889b4c..cdca2ac71d 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/boraccount.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/boraccount.tmpl @@ -1,35 +1,22 @@

Patron Fines

-Patron fines are calculated based on your system preferences.
-
    -
  • -Get there: More > Administration > Patrons and Circulation > Circulation and fines rules
    • -
-

Viewing Patron Accounts

- -
    -
  • Click on the 'Fines' tab under the patron information on the left
    • -
  • You will see the patron's account information
    • -
  • In addition to overdue fines, replacement costs for lost items, account management fees and other library specific fees will show on the account -
      -
    • - -TIP: Marking an item Lost via the edit item page will automatically put a fine on the patron's record for the replacement cost of the item
      • -
    • -
  • To pay fines, click the 'Pay fines' tab
    • -
  • Each charge gives you a menu which lets you decide whether to mark items paid or not
    • -
  • By choosing 'Paid' the system assumes that a full payment is being made
    • -
  • Payments will appear on the Account tab
    • -
  • You can also create manual invoices/charges or apply manual credits to patron's accounts -
      -
    • - -TIP: If you create a manual credit, be aware that it won't be applied to any particular lost or late item
      • -
    • -
  • To create a manual invoice, click the 'Create manual invoice' tab
    • -
  • Enter in the information related to the charge you're adding
    • -
  • The new charge will appear on the 'Account' tab
    • -
  • Manual invoices can be paid the same way as automatic fines, by clicking on 'Pay fines'
    • -
- \ No newline at end of file + +

The patron's complete accounting history will appear on the Fines tab. Contrary to its name, the Fines tab does not just show fine data, it also shows membership fees, rental fees, reserve fees and any other charge you may have for patrons.

+ +

Charging Fines/Fees

+ +

Most fees and fines will be charged automatically if the fines cron job is running:

+ +
    +
  • Fines will be charged based on your Circulation & Fines Rules
    • +
  • Hold fees will be charged based on the rules you set in the Patron Types & Categories administration area
    • +
  • Rental fees will be charged based on the settings in your Item Types administration area
    • +
  • Marking an item 'Lost' via the cataloging module will automatically charge the patron the replacement cost for that item
    • +
+ +

Printing Invoices

+ +

To the right of each account line there is a print link. Clicking that link will print an invoice for the line item that includes the date and description of the line item along with the total outstanding on the account.

+ + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/mancredit.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/mancredit.tmpl index 1d2ecd441c..7d0a6f2cdb 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/mancredit.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/mancredit.tmpl @@ -1,11 +1,13 @@

Create Manual Credit

-
    -
  • To create a manual credit, click the 'Create manual credit' tab
    • -
  • Enter in the information related to the credit you're adding
    • -
  • The new credit will appear on the 'Account' tab
    • -
- -

TIP: Use manual credits to pay partial fines.

+ +

Manual credits can be used to pay off parts of fines, or to forgive a fine amount.

+
    +
  • First choose the type of credit you'd like to apply
    • +
  • If this credit is associated with an item you can enter that item's barcode so that the line item links to the right item
    • +
  • The description field is where you will enter the description of the credit
    • +
  • In the amount field, do not enter currency symbols, only numbers and decimals
    • +
+ \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/maninvoice.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/maninvoice.tmpl index 97d6ebdbe7..fea0521448 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/maninvoice.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/maninvoice.tmpl @@ -1,13 +1,17 @@

Create Manual Invoice

-
    -
  • Click the 'Create manual invoice' tab
    • -
  • Enter in the information related to the charge you're adding
    • -
  • The new charge will appear on the 'Account' tab
    • -
  • If you would like to define additional categories for manual invoices you can do so by adding authorized values in the MANUAL_INV categories.
    • -
    • IMPORTANT: Set the authorized value field as the description and the description field is the default fee, if any.
    -
  • Manual invoices can be paid the same way as automatic fines, by clicking on 'Pay fines'
    • -
+ +

For fees that are not automatically charged, librarians can create a manual invoice

+
    +
  • First choose the type of invoice you would like to create +
      +
    • To add additional values to the manual invoice type pull down menu, add them to the MANUAL_INV Authorized Value
      • +
    +
    • +
  • If the fee is associated with an item you can enter its barcode so that the line item shows a link to that item
    • +
  • The description field is where you will enter the description of the charge
    • +
  • In the amount field, do not enter currency symbols, only numbers and decimals
    • +
\ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member-flags.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member-flags.tmpl index f0d744e104..821026220a 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member-flags.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member-flags.tmpl @@ -1,6 +1,8 @@ -

Setting Patron Permissions

-

Patron permissions are used to define the rights of staff members when in the intranet/staff client.

+ +

Setting Patron Permissions

+ +

Patron permissions are used to define the rights of staff members when in the intranet/staff client.

  • To alter patron permissions, click on Patrons on the main menu at the top of the screen.
  • Search or browse for the patron you'd like to edit
    • @@ -9,83 +11,360 @@
  • Choose the permissions you'd like this patron to have
  • You can pick as many permissions as you'd like for each staff member
      -
    • - -TIP: If a staff member is set to 'superlibrarian' they have access to all functions and do not need any other permissions checked
      • +
    • TIP: If a staff member is set to 'superlibrarian' they have access to all functions and do not need any other permissions checked
-

What will each permission level do?

+

Patron Permissions Defined

Depending on the permission certain menu items will be removed from the menus in Koha, preventing users from accessing them.

-
    -
  • superlibrarian -
      -
    • Access to all librarian functions
      • -
    • -
  • circulate -
      -
    • Ability for logged in user to check books out and back in
      • -
    • -
  • catalog -
      -
    • Must be given to all staff members to allow them to log into the staff interface
      • -
    • This permission will allow staff members to search the catalog via the staff interface
      • -
    • -
  • parameters -
      -
    • Provides access to all admin links and preferences
      • -
    • -
  • borrowers -
      -
    • Add or modify patrons (with the exception of setting permissions)
      • -
    • -
  • permissions -
      -
    • Ability to set patron permissions 
      • -
    • -
  • reserveforothers -
      -
    • Place holds on books for patrons via the staff interface
      • -
    • -
  • borrow -
      -
    • Borrow books from the library with this staff account
      • -
    • -
  • editcatalogue Modify bibliogra -
      -
    • Provides cataloging permissions such as altering and adding bibliographic and holdings data)
      • -
    • -
  • updatecharges -
      -
    • Handle fines and charges for patrons (including paying, adding credits, and adding invoices)
      • -
    • -
  • acquisition -
      -
    • Access to acquisition and patron purchase suggestions management
      • -
    • -
  • management -
      -
    • Deprecated - no longer in use
      • -
    • -
  • tools -
      -
    • Use tools (export, import, barcodes)
      • -
    • -
  • editauthorities -
      -
    • Allow staff member to edit authorities
      • -
    • -
  • serials -
      -
    • Allow staff member to manage serials subscriptions and claims
      • -
    • -
  • reports -
      -
    • Allow staff member to access to the reports module
      • -
    • -
  • staffaccess -
      -
    • Provides the ability to modify login / permissions for staff users
      • -
    • -
+
    +
  • superlibrarian +
      +
    • Access to all functions within the staff client
      • +
    +
    • +
  • circulate +
      +
    • Ability to check (issue) books out and in and access the 'Circulation' page in the staff client
      • +
    • This section can be expanded (Learn more below)
      • +
    +
    • +
  • catalogue +
      +
    • Allows staff members to search the catalog via the staff client
      • +
    • Must be given to all staff members to allow them to login to the staff client
      • +
    +
    • +
  • parameters +
      +
    • Provides access to all areas of the Administration menu
      • +
    +
    • +
  • borrowers +
      +
    • Allows staff members to add or modify patrons (with the exception of setting permissions)
      • +
    +
    • +
  • permissions +
      +
    • Ability to set patron permissions
      • +
    +
    • +
  • reserveforothers +
      +
    • Ability to place holds on books for patrons via the staff interface
      • +
    • This section can be expanded (Learn more below)
      • +
    +
    • +
  • borrow +
      +
    • Grants staff members the rights to borrow books from the library
      • +
    +
    • +
  • editcatalogue +
      +
    • Ability to catalog items (add and edit bibliographic and holdings data)
      • +
    • This section can be expanded (Learn more below)
      • +
    +
    • +
  • updatecharges +
      +
    • Manage patron accounts (including paying fines, adding credits, and creating invoices)
      • +
    +
    • +
  • acquisition +
      +
    • Provides access to the acquisitions and patron purchase suggestion modules
      • +
    • This section can be expanded (Learn more below)
      • +
    +
    • +
  • management +
      +
    • No longer in use
      • +
    +
    • +
  • tools +
      +
    • Access to all items in the Tools section of the staff client
      • +
    • This section can be expanded (Learn more below)
      • +
    +
    • +
  • editauthorities +
      +
    • Provides access to edit the authority record
      • +
    +
    • +
  • serials +
      +
    • Allows access to the serials module
      • +
    • This section can be expanded (Learn more below)
      • +
    +
    • +
  • reports +
      +
    • Allow access to the Reports module (ability to create, edit and run all reports)
      • +
    • Reports found on the Circulation page are not controlled by this permission
      • +
    • This section can be expanded (Learn more below)
      • +
    +
    • +
  • staffaccess +
      +
    • Provides the ability to modify login / permissions for staff users
      • +
    +
    • +
+

Granular Circulate Permissions

+

If the staff member has 'circulate' permissions they have the ability to perform all of these actions. If you would like to control circulation permissions on a more granular level choose from these options:

+
    +
  • circulate_remaining_permissions +
      +
    • All circulation rights except override permissions
      • +
    +
    • +
  • override_renewals +
      +
    • Override blocked renewals
      • +
    +
    • +
+

Granular Holds Permissions

+

If the staff member has 'reserveforothers' permissions they have the ability to perform all of these actions. If you would like to control holds permissions on a more granular level choose from these options:

+
    +
  • modify_holds_priority +
      +
    • Allow staff members to alter the holds priority (moving patrons up and down the queue)
      • +
    +
    • +
  • place_holds +
      +
    • All staff members to place holds for patrons via the staff interface
      • +
    +
    • +
+

Granular Cataloging Permissions

+

If the staff member has 'editcatalogue' permissions they have the ability to perform all of these actions. If you would like to control cataloging permissions on a more granular level choose from these options:

+
    +
  • edit_catalogue +
      +
    • Ability to access all cataloging functions via the Cataloging page
      • +
    +
    • +
  • edit_items +
      +
    • Ability to make edits to item records, but not bib records
      • +
    +
    • +
  • fast_cataloging +
      +
    • The ability to catalog using only the Fast Add Framework found on the Circulation page
      • +
    +
    • +
+

Granular Acquisitions Permissions

+

If the staff member has 'acquisition' permissions they have the ability to perform all of these actions. If you would like to control acquisitions permissions on a more granular level choose from these options:

+
    +
  • budget_add_del +
      +
    • Ability to add and delete budgets (not modify()
      • +
    +
    • +
  • budget_manage +
      +
    • Manage budgets
      • +
    +
    • +
  • budget_modify +
      +
    • Ability to edit existing budgets (not to add or delete)
      • +
    +
    • +
  • contracts_manage +
      +
    • Manage contracts
      • +
    +
    • +
  • group_manage +
      +
    • Manage orders and basket groups
      • +
    +
    • +
  • order_manage +
      +
    • Manage orders and baskets
      • +
    +
    • +
  • order_receive +
      +
    • Manage orders and baskets
      • +
    +
    • +
  • period_manage +
      +
    • Manage periods
      • +
    +
    • +
  • planning_manage +
      +
    • Manage budget planning
      • +
    +
    • +
  • vendors_manage +
      +
    • Manage vendors
      • +
    +
    • +
+

Granular Serials Permissions

+

If the staff member has 'serials' permissions they have the ability to perform all of these actions. If you would like to control serials permissions on a more granular level choose from these options:

+
    +
  • check_expiration +
      +
    • Check the expiration of a serial
      • +
    +
    • +
  • claim_serials +
      +
    • Claim missing serials
      • +
    +
    • +
  • create_subscription +
      +
    • Create a new subscription
      • +
    +
    • +
  • delete_subscription +
      +
    • Delete an existing subscription
      • +
    +
    • +
  • edit_subscription +
      +
    • Edit (but not delete or create) an existing subscription
      • +
    +
    • +
  • receive_serials +
      +
    • Receive serials on existing subscriptions
      • +
    +
    • +
  • renew_subscription +
      +
    • Renew an existing subscription
      • +
    +
    • +
  • routing +
      +
    • Manage routing lists
      • +
    +
    • +
+

Granular Tools Permissions

+

If the staff member has 'tools' permissions they have the ability to access and use all items under the Tools menu. If you would like to control which tools staff members have access to on a more granular level choose from these options:

+
    +
  • batch_upload_patron_images +
      +
    • Upload patron images in batch or one at a time (Access to the Image Upload Tool)
      • +
    +
    • +
  • delete_anonymize_patrons +
      +
    • Delete old borrowers and anonymize circulation/reading history (Access to the Anonymize Patron Tool)
      • +
    +
    • +
  • edit_calendar +
      +
    • Define days when the library is closed (Access to the Calendar/Holidays Tool)
      • +
    +
    • +
  • edit_news +
      +
    • Write news for the OPAC and staff interfaces (Access to the News Tool)
      • +
    +
    • +
  • edit_notice_status_triggers +
      +
    • Set notice/status triggers for overdue items (Access to the Overdue Notice Status/Triggers Tool)
      • +
    +
    • +
  • edit_notices +
      +
    • Define notices (Access to the Notices Tool)
      • +
    +
    • +
  • export_catalog +
      +
    • Export bibliographic and holdings data (Access to the Export Bibliographic & Holdings Data Tool)
      • +
    +
    • +
  • import_patrons +
      +
    • Import patron data (Access to the Import Patrons Tool)
      • +
    +
    • +
  • inventory +
      +
    • Perform inventory (stocktaking) of your catalog (Access to the Inventory Tool)
      • +
    +
    • +
  • items_batchdel +
      +
    • Perform batch deletion of items (Access to the Delete a queryset of items Tool)
      • +
    +
    • +
  • items_batchmod +
      +
    • Perform batch modification of items (Access to the Modify a queryset of items Tool)
      • +
    +
    • +
  • label_creator +
      +
    • Create printable labels and barcodes from catalog and patron data (Access to the Label Creator and Quick Label Creator Tools)
      • +
    +
    • +
  • manage_csv_profiles +
      +
    • Create and edit CSV profiles (Access to the CSV Profiles Tool)
      • +
    +
    • +
  • manage_staged_marc +
      +
    • Managed staged MARC records, including completing and reversing imports (Access to the Manage Staged MARC Records Tool)
      • +
    +
    • +
  • moderate_comments +
      +
    • Moderate patron comments (Access to the Comments and Tags Tools)
      • +
    +
    • +
  • schedule_tasks +
      +
    • Schedule tasks to run (Access to the Task Scheduler Tool)
      • +
    +
    • +
  • stage_marc_import +
      +
    • Stage MARC records into the reservoir (Access to the Stage MARC Records Tool)
      • +
    +
    • +
  • view_system_logs +
      +
    • Browse the system logs (Access to the Log Viewer Tool)
      • +
    +
    • +
+

Granular Reports Permissions

+

If the staff member has 'reports' permissions they have the ability to perform all of these actions. If you would like to control reports permissions on a more granular level choose from these options:

+
    +
  • create_reports +
      +
    • The ability to create and edit but not run SQL reports
      • +
    +
    • +
  • execute_reports +
      +
    • The ability to run but not create or edit SQL reports
      • +
    +
    • +
+ diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member-password.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member-password.tmpl index dc00acfa78..ba39b43ca3 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member-password.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member-password.tmpl @@ -3,13 +3,12 @@

Change Patron Password

Koha cannot display existing passwords, so this form can only be used to change a patron's username and/or password, but not to recover an existing password.

-
The default minimum password length is 3 characters long. To change this value, update your system preferences. -
-
-
    -
  • Get there: More > Administration > Global System Preferences > Patrons > minPasswordLength
    • -
-
+ +

The default minimum password length is 3 characters long. To change this value, update your system preferences.

+ +
    +
  • Get there: More > Administration > Global System Preferences > Patrons > minPasswordLength
    • +
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member.tmpl index 41f03a3342..fbc5ce9234 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member.tmpl @@ -1,5 +1,6 @@ -

Patron Search

+ +

Patron Search

Clicking on the link to the Patron module will bring you to a search/browse screen for patrons. From here you can search for a patron by entering any part of their name or barcode in the search box at the top.

diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/memberentry.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/memberentry.tmpl index 3967674454..431edc0143 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/memberentry.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/memberentry.tmpl @@ -2,174 +2,78 @@

Add Patrons

-

Adding a New Patron

-

IMPORTANT: System preferences should be defined before adding new patrons.

-

    -
  • -Get there:More > Administration
    • -
Add a new patron:
-
    -
  • Click the 'New' button
    • -
  • Choose the type of patron you'd like to add: -
      -
    • Staff = A user that can be configured to perform functions in the staff client.
      • -
    • Adult = A regular patron (can have child patrons attached to it).
      • -
    • Child = A patron who can have an adult guarantor.
      • -
    • Organization = An organization that can have professional patrons attached to it.
      • -
    • Professional = A patron that can have an organization as a guarantor.
      • -
    • Statistical = - A "fake" patron card. When items are scanned on to a Statistical patron card, the items are not checked out, but recorded. -
        -
      • - -TIP: This can be used to record statistics of items that are used, but do not get checked out, such as reference items, magazines, etc. You can then run a report to gather the statistics from this card
        • -
      • -
    • -
-
    -
  • - - Each patron type will have slightly different options.
    • -
  • - - Fill in the fields related to your patron -
      -
    • - - Note that the Surname (or Last Name) is required for each patron as a default setting. You can define which fields, if any, should be required. -
        -
      • +

        Patron categories belong to one of six overreaching categories in Koha.

        -Get there: Administration > System Preferences > Patrons > BorrowerMandatoryField.
        • -
      • -
    • - -TIP: 'Initials' and 'Other name' are great for internal use when recognizing patrons
      • -
    • -
-
    -
  • If you're adding a 'Child' or 'Professional' you will see an additional field, asking you to define a Guarantor. -
      -
    • - - From this menu you must choose the patron record to link to the child or professional. -
        -
      • - - Click 'Find guarantor' and pick a patron from the resulting list. -
          -
        • - -TIP: Only patrons of type "A" (adult) are searched for when you look for guarantors through the "find guarantor" interface. This means that (for example) library staff (type "S") and other children (type "C") cannot be found as guarantors
          • -
        • - - IMPORTANT: Entering a patron by hand will not work the way you'd expect - you must search
          • -
        • -
      • -
    • - - - -TIP: You can define the terms used in the Guarantor field. 'Mother' and 'Father' are default settings, but you can add "Grandparent" or "Legal Guardian" for instance -
        -
      • - - - -Get there: Administration > Global system preferences > Patrons >borrowerRelationship
        • -
      • -
    • -
-
    -
  • - - If you're adding an 'Organization' you will see fewer fields in this first section.
    • -
  • - - Enter your patron's main address. -
      -
    • - - The 'Street type' dropdown menu comes from your Patrons and Circulation parameters. -
        -
      • - - - -Get there: Administration > Patrons and Circulation > Road types
        • -
      • -
    • - - The City, State dropdown menu comes from your Patrons and Circulation parameters. -
        -
      • - -Get there: Administration > Patrons and circulation > Cities
        • -
      • -
    • -
  • Enter additional contact information for your patron.
    -
      -
    • - -TIP: Encourage your patrons to provide an email address. Koha will use this email address to contact patrons when an item they reserved is available and to send overdue notices.
      • -
    • -
-
    -
  • Enter an alternate address (if you require one for your library). -
      -
    • - -TIP: This is handy if your patron has a PO Box and you want their home address as well.
      • -
    • -
-
    -
  • Enter in an additional contact (if you require one for your library)
    • -
  • Enter information necessary for patron management in the library -
      -
    • The card number can be auto-calculated, scanned in from a barcode scanner or entered in by hand. The auto-calculated card number can be turned ON and OFF in your system preferences. -
        -
      • - -Get there: Administration > System Preferences > Patrons > autoMemberNum.
        • -
      • -
    • Library branches are defined in your Basic Parameters.
        -
      • - -Get There:Administration > Basic Parameters > Libraries, branches and groups
        • -
      • -
    • Patron Categories are defined in Patrons and Circulation.
        -
      • - -Get There:Administration > Patrons and circulation > Patron categories
        • -
      • -
    • The sort fields are used for internal use and reports.
      • -
    • -
-
    -
  • Enter information specific to you library policies. +
      +
    • Staff = A user that can be configured to perform functions in the staff client
      • +
    • Adult = A regular patron (can have child patrons attached to it)
      • +
    • Child = A patron who can belong to an Adult patron
      • +
    • Organization = An organization that can have Professional patrons attached to it
      • +
    • Professional = A patron that can belong to an Organization
      • +
    • Statistical = A patron type used solely for tracking in house usage +
        +
      • TIP: This can be used to record statistics of items that are used, but do not get checked out, such as reference items, magazines, etc. You can then run a report to gather the statistics from this card
        • +
      +
      • +
    +

    Add a new Patron

    +
      +
    • Click 'New'
      • +
    • Enter the identifying information regarding your patron +
        +
      • Required fields are defined in the BorrowerMandatoryField system preference
        • +
      • Salutation is populated by the BorrowersTitles system preference
        • +
      +
      • +
    • Next enter the contact information
      • +
    • If this patron is a child, you will be asked to attach the child patron to an adult patron +
        +
      • Click 'Set to Patron' to search your system for an existing patron
        • +
      • If the Guarantor is not in the system, you can enter the first and last name in the fields available
        • +
      • The relationships are set using the borrowerRelationship system preference
        • +
      +
      • +
    • If this patron is a professional, you will be asked to attach the patron to an organizational patron +
        +
      • Click 'Set to Patron to search your system for an existing patron
        • +
      +
      • +
    • Each patron can have an alternate contact +
        +
      • An alternate contact could be a parent or guardian. It can also be used in academic settings to store the patron's home address.
        • +
      +
      • +
    • The library management section includes values that are used within the library +
        +
      • The card number field is automatically calculated if you have the autoMemberNum system preference set that way
        • +
      • If you accidentally chose the wrong patron category at the beginning you can fix that here
        • +
      • Sort 1 and 2 are used for statistical purposes within your library
        • +
      +
      • +
    • Next, the Library Setup section includes additional library settings +
        +
      • The registration date will automatically be filled in with today's date
        • +
      • If your patron cards expire (based on your patron category settings) the Expiry date will automatically be calculated
        • +
      • The OPAC Note is a note for the patron - it will appear in the OPAC on the patron's record
        • +
      • The Circulation Note is meant solely for your library staff and will appear when the circulation staff goes to check an item out to the patron
        • +
      • The OPAC Login and Password are used by the patron to log into their account in the OPAC. They are also used for staff accounts to provide them access to the staff client.
        • +
      +
      • +
    • If you have set additional patron attributes up, these will appear next
      • +
    • Finally, if you have EnhancedMessagingPreferences set to 'allow,' you can choose the messaging preferences for this patron. +
        +
      • These preferences will override any you set via the patron categories
        • +
      • These preference can be altered by the patron via the OPAC
        • +
      +
      • +
    • Once finished, click 'Save'
      • +
    • At this point if the system suspects this patron is a duplicate of another it will warn you.
      • +
    -
      -
    • - -TIP: Use 'Library note' for notes you'd like your circulation staff to see.
      • -
    • - -TIP: Use 'OPAC note' for notes you'd like the patron to see.
      • -
    • - - - -IMPORTANT: Make sure your staff understands the difference between these fields. 'Library note' is a private note that ONLY staff can view. 'OPAC note' WILL be viewed by the patron.
      • -
    • -
-
    -
  • Provide patrons with a login for the OPAC. -
      -
    • - -TIP: Patrons will be able to update/change their password via the OPAC
      • -
    • -
-
    -
  • Click 'Save' to finish the process.
    • -
\ No newline at end of file +

Add a Staff Patron

+ +

All staff members must be entered into Koha as patrons of the 'Staff' type. Follow the steps in Add a Patron to add a staff member. To give the staff member permissions to access the staff client, follow the steps in Patron Permissions

+ +

Remember to assign your staff secure usernames and passwords since these will be used to log into the staff client.

+ + diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/members-home.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/members-home.tmpl index 530d641b0f..a73b748499 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/members-home.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/members-home.tmpl @@ -2,7 +2,6 @@

Patrons help

-

This is the Patrons module of Koha.

The Patrons portion stores the information you add about your patrons.

  • To add a patron, type their name into the search box and click the 'Search' button.
    • @@ -12,4 +11,6 @@
  • Alternatively, you can browse a section of patron by selecting the first letter of the Patron's last name from the list on the right.
  • If the patron does not already have an account, click the 'New' button and choose the patron type you'd like to add
    • - \ No newline at end of file + + + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/messaging.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/messaging.tmpl index 8cba0e0d9d..f48f7b5378 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/messaging.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/messaging.tmpl @@ -1,15 +1,9 @@ -

    Patron Messaging Queue

    - -

    This tab shows the status of patron notification messages. Once a message is sent it will say so in the status column.

    -
      -
    • - -TIP: To turn on messaging options you will need to turn the 'EnhancedMessagingPreferences' system preference to 'ON' -
        -
      • Get there: Administration > System Preferences > Patrons > EnhancedMessagingPreferences.
        • -
      • -
    +

    Patron Messaging

    + +

    The patron's messaging preferences are set when adding or editing the patron. This tab will show the messages that have been sent and those that are queued to be sent

    + +

    Once a message is sent it will say so in the status column.

    \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/moremember.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/moremember.tmpl index 0dc18894f5..5a6221b345 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/moremember.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/moremember.tmpl @@ -1,12 +1,91 @@ -

    Member Information Screen

    - -

    This screen shows the information associated with a given patron.

    -

    On the top left is their address and card number.

    -

    A patron's annual membership fee payment status also shows on this screen.

    -

    At the bottom of the patron information page you will find quick access to items the patron has checked out, overdue and on hold.

    -

    You can get information on what a patron has read in the past by clicking on the Circulation History button.

    -

    If you would like to edit a patron's information, click the 'Edit' button. You can also click one of the 'Edit' links below each section on the patron record.

    -

    If you would like to PERMANENTLY delete a user, click 'Delete' under 'More'. A confirmation box will appear, so don't worry about accidentally deleting a record. Just be absolutely sure before you delete!

    -

    If no patron image exists for this patron, click the "Add Patron Images" link to add an image or images. The pixel dimensions should not exceed 200 X 300 and the file size should be under 520K. Only PNG, GIF, JPEG, XPM formats are supported.

    \ No newline at end of file +

    Patron Details

    + +

    When viewing a patron record you have the option to view information from one of many tabs found on the left hand side of the record.

    + +

    Check Out

    + +

    For instruction on checking items out click the Check Out tab and read the help file there.

    + +

    Details

    + +

    All patron information will appear on the Details tab. This includes all the contact information, notes, messaging preferences, etc entered when adding the patron. +In the case of patrons who are marked as 'Child' or 'Professional' and their Guarantors additional information will appear on their record.

    + +
      +
    • A child patron will list their Guarantor
      • +
    • On the Guarantor's record, all children and/or professionals will be listed
      • +
    
 +

    Fines

    + +

    The patron's complete accounting history will appear on the Fines tab. Contrary to its name, the Fines tab does not just show fine data, it also shows membership fees, rental fees, reserve fees and any other charge you may have for patrons.

    + +

    Circulation History

    + +

    The circulation history tab will appear if you have set the intranetreadinghistory preference to allow it to appear. If you have the OPACPrivacy system preference set to 'Allow' and the patron has decided that the library cannot keep this information this tab will only show currently checked out items.

    + +

    Modification Log

    + +

    If you have set your BorrowersLog to track changes to patron records, then this tab will appear. The Modification Log will show all changes made to the patron record.

    + +
      +
    • The Librarian field shows the patron number for the librarian who made the changes
      • +
    • The Object field lists the patron that is being modified
      • +
    + +

    Messaging

    + +

    The patron's messaging preferences are set when adding or editing the patron. This tab will show the messages that have been sent and those that are queued to be sent

    + +

    Notices

    + +

    The patron's messaging preferences are set when adding or editing the patron. This tab will show the messages that have been sent and those that are queued to be sent with their entire body content

    + +

    Editing Patrons

    + +

    Patrons in Koha can be edited using one of many edit buttons.

    +
      +
    • To edit the entire patron record simply click the 'Edit' button at the top of the patron record.
      • +
    • To only change the patron's password, click the 'Change Password' button +
        +
      • Patron passwords are encrypted and cannot be recovered by the library staff
        • +
      • This form will automatically generate a random password, this password is not the patron's current password, just a new random password
        • +
      +
      • +
    • To edit a specific section of the patron record (for example the Library Use section) click the 'Edit' link below the section
      • +
    • A patron image can be added by browsing for the image on your machine from the 'Manage Patron Image' section +
        +
      • This form will not appear if you have the patronimages system preference to allow patron images
        • +
      • To add patron images in bulk, use the Upload Patron Images Tool
        • +
      +
      • +
    • Patrons can also be blocked from checking items out by setting Patron Flags +
        +
      • If you would like your circulation staff to confirm a patron's address before checking items out to the patron, you can see the 'Gone no Address' flag
        • +
      • If you would like to bar a patron from the library you can set the 'Debarred' flag +
          +
        • This flag can automatically be set with the Overdue/Notice Status Triggers
          • +
        +
        • +
      • If the patron reports that they have lost their card you can set the 'Lost Card' flag to prevent someone else from using that card to check items out
        • +
      +
      • +
    + +

    Duplicate a Patron

    + +

    Sometimes when you're adding a new family to your system you don't want to type the contact information over and over. Koha allows for you to duplicate a patron and change only the parts you want to (or need to) change.

    + +
      +
    • Open the patron you want to use as your base (the patron you want to duplicate information from)
      • +
    • Click the 'Duplicate' button at the top of their record
      • +
    • All of the fields with the exception of first name, card number, opac login and opac password have been duplicated. Fill in the missing pieces and click 'Save' +
        +
      • TIP: Clicking in a field that is already populated with data will clear that field of all information (making it easier for you to type in something different)
        • +
      +
      • +
    • You will be brought to your new patron
      • +
    + + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/notices.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/notices.tmpl new file mode 100644 index 0000000000..68da5d41a1 --- /dev/null +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/notices.tmpl @@ -0,0 +1,7 @@ + + +

    Patron Notices

    + +

    The patron's messaging preferences are set when adding or editing the patron. This tab will show the messages that have been sent and those that are queued to be sent with their entire body content

    + + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/pay.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/pay.tmpl index 58a88d5001..bf271c33c7 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/pay.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/pay.tmpl @@ -1,17 +1,18 @@ -

    Pay Fines

    -
      -
    • To pay fines, click the 'Pay fines' tab
      • -
    • Each charge gives you a menu which lets you decide whether to mark items paid or not
      • -
    • By choosing 'Paid' the system assumes that a full payment is being made
      • -
    • Payments will appear on the Account tab
      • -
    • You can also create manual invoices/charges or apply manual credits to patron's accounts -
        -
      • - -TIP: If you create a manual credit, be aware that it won't be applied to any particular lost or late item
        • -
      • -
    +

    Pay/Reverse Fines

    + +

    Each line item can be paid in full (or written off) using the 'Pay Fines' tab.

    + +
      +
    • Choose the payment type (Unpaid, Paid, Writeoff) from the pull down menu
      • +
    • Click 'Make Payment'
      • +
    • A line item will be added to the account information showing the fee paid in full (or written off)
      • +
    • If you accidentally mark and item as paid, you can reverse that line item by clicking 'Reverse' to the right of the line +
        +
      • Once clicked a new line item will be added to the account, showing the payment as reversed
        • +
      +
      • +
    \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/readingrec.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/readingrec.tmpl index 8c4cb9a5d4..a9bf4799d8 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/readingrec.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/readingrec.tmpl @@ -1,17 +1,7 @@

    Patron Cirulation History Help

    -
      -
    • To see the patron's reading history, click on the 'Circulation History' tab on the menu to the left.
      • -
    • - -TIP: This will only show a reading history if you have the 'intranetreadinghistory' preference turned 'ON' -
        -
      • - -Get there:Administration > Global system preferences > Patrons > intranetreadinghistory
        • -
      • -
    • To see the history of changes to the patron record click on 'Modification Log' on the menu to the left.
      • -
    + +

    The circulation history tab will appear if you have set the intranetreadinghistory preference to allow it to appear. If you have the OPACPrivacy system preference set to 'Allow' and the patron has decided that the library cannot keep this information this tab will only show currently checked out items.

    \ No newline at end of file -- 2.39.5