Patrons: General: - - 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." - - "Trigger a warning if the current item has been checked out no longer than" - pref: CheckPrevCheckoutDelay default: 0 - "days ago." - "Requires CheckPrevCheckout to be enabled. There is no time limit if 0 or empty." - - pref: ExtendedPatronAttributes choices: 1: Enable 0: "Don't enable" - searching, editing and display of custom attributes on patrons. - - pref: intranetreadinghistory choices: 1: "Allow" 0: "Don't allow" - "staff to access a patron's checkout and hold history (checkout 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: 1: Allow 0: "Don't allow" - images to be uploaded and shown for patrons on the staff interface. - - By default, show - pref: PatronsPerPage class: integer - results per page in the staff interface. - - "Comma separated list defining the default fields to be used during a patron search using the \"standard\" option:" - pref: DefaultPatronSearchFields class: multi - "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 type: modalselect source: items - "If empty, defaults to: location|itype|ccode" - - pref: EnableBorrowerFiles choices: 1: Do 0: "Don't" - enable the ability to upload and attach arbitrary files to a borrower record. - - pref: useDischarge choices: 1: Allow 0: "Don't allow" - librarians to discharge borrowers and borrowers to request a discharge. - - pref: FeeOnChangePatronCategory choices: 1: Do 0: "Don't" - charge a fee when a patron changes to a category with an enrollment fee. - - pref: TrackLastPatronActivity choices: 1: Do 0: "Don't" - track last patron activity. - The first time each day that a patron logs into the OPAC, connects to Koha via SIP or ILS-DI, or checks an item out the borrowers.lastseen will update with the current date and time. - - pref: AutoApprovePatronProfileSettings choices: 1: Enable 0: Disable - "automatic approval of patron detail changes from the OPAC." - Requires OPACPatronDetails to be activated. - - pref: ProtectSuperlibrarianPrivileges choices: 1: Allow only superlibrarians 0: 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: 1: Allow patrons 0: 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-renewal." - - Lock expired patrons after - pref: LockExpiredDelay class: integer - days. Leave empty to disable this behavior. - "
NOTE: This system preference requires the misc/cronjobs/cleanup_database.pl cronjob. Ask your system administrator to schedule it." 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: 1: Allow 0: "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: 1: Show 0: "Don't show" - "patron messaging setting on the OPAC." - '
NOTE: EnhancedMessagingPreferences must be enabled.' - - pref: AutoEmailOpacUser choices: 1: Send 0: "Don't send" - an email to newly created patrons with their account details. - - pref: UseEmailReceipts choices: 1: Send 0: "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: TalkingTechItivaPhoneNotification choices: 1: Enable 0: Disable - patron phone notifications using Talking Tech i-tiva (overdues, predues and holds notices currently supported). -
If TalkingTechItivaPhoneNotification is enabled, PhoneNotification should be disabled. - - pref: PhoneNotification choices: 1: Enable 0: Disable - patron phone notifications generation. A plugin will be required to process the phone notifications. -
If PhoneNotification is enabled, TalkingTechItivaPhoneNotification should be disabled. - - "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 class: email - "for emails sent using \"Email\" send driver." - - pref: FallbackToSMSIfNoEmail choices: 1: Enable 0: Disable - sending purchase suggestion messages by SMS if no patron email is defined. - - "Send automatic renewal notices: " - pref: AutoRenewalNotices choices: never: never preferences: according to patron messaging preferences cron: (Deprecated) according to --send-notices cron switch Patron forms: - - "The following database columns must be filled in on the patron entry screen:" - pref: BorrowerMandatoryField type: modalselect source: borrowers - 'NOTE: If autoMemberNum is enabled, the system preference BorrowerMandatoryField must not contain the field cardnumber.' - - "The following database columns will not appear on the patron entry screen:" - pref: BorrowerUnwantedField type: modalselect source: borrowers exclusions: branchcode|categorycode - - "Borrowers can have the following titles:" - pref: BorrowersTitles class: multi - (separate multiple choices with |) - - pref: autoMemberNum choices: 1: Do 0: "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.' - - 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: uppercasesurnames choices: 1: Do 0: "Don't" - store and display surnames in upper case. - - "The following database columns:" - pref: PatronQuickAddFields type: modalselect source: borrowers - "will be added 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." - - "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: "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 interface login" flags: "Patron account flags (existing patrons)" debarments: "Patron restrictions (existing patrons)" housebound: "Housebound roles" additional: "Additional attributes and identifiers" messaging: "Patron messaging preferences" - - "The following database columns:" - pref: PatronDuplicateMatchingAddFields type: modalselect source: borrowers - "will be used to detect possible duplicates when adding a new patron." Patron relationships: - - "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 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" - - pref: AllowStaffToSetCheckoutsVisibilityForGuarantor choices: 1: Allow 0: "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: 1: Allow 0: "Don't allow" - staff to set the ability for a patron's fines to be viewed by linked patrons in the OPAC. 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.) - '
NOTE: 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." - '
NOTE: 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.
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: 1: "Require" 0: "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. - - pref: Pseudonymization choices: 1: Enable 0: Disable - "pseudonymization to comply with GDPR for personal information." - "Patrons and transactions will be copied to a separate table for statistics purpose." - "
Use the following fields for patrons:" - pref: PseudonymizationPatronFields multiple: title: "Patron's title" city: "City" state: "State" zipcode: "Zipcode" country: "Country" branchcode: "Patron's library" categorycode: "Patron's category" dateenrolled: "Date the patron was added to Koha" sex: "Patron's gender" sort1: "Sort1" sort2: "Sort2" - "
And the following fields for the transactions:" - pref: PseudonymizationTransactionFields multiple: datetime: "Date and time of the transaction" transaction_branchcode: "Library where the transaction occurred" transaction_type: "Transaction type" itemnumber: "Itemnumber" itemtype: "Item type" holdingbranch: "Holding library" homebranch: "Home library" location: "Location" itemcallnumber: "Item's callnumber" ccode: "Collection"