Usuarios

Before importing or adding patrons be sure to set up your patron categories.

Agregar un nuevo usuario

Usuarios se agregan yendo al módulo “Usuarios”.

• Get there: Patrons

Una vez allí usted puede añadir un nuevo usuario.

• Haga clic en “Nuevo usuario”

  

Nota

The fields that appear on the patron add form can be controlled by editing the BorrowerUnwantedField system preference.

Nota

Required fields are defined in the BorrowerMandatoryField system preference

• First, enter the identifying information regarding your patron

  

  • “Salutation” is populated by the BorrowersTitles system preference

    Nota

    If you’d like to prevent full names from printing on slips and you’re not using the Initials or Other name fields for anything else, you can use them for shortened versions of the name to then be printed on the slip.

    Por ejemplo:

    Firstname: Nicole C.
    Surname: Engard
    Initials: NCE
    

    Then on the slip you can have it print the <<borrowers.initials>> instead of the full name (NCE).

    O puede hacer algo como lo siguiente:

    Firstname: Nicole
    Surname: Engard
    Initials: E
    

    Then on the slip you can have it print the <<borrowers.initials>>, <<borrowers.firstname>> instead of the full name (E, Nicole).

• If this patron is a child, you will be asked to attach the child patron to an adult patron (guarantor)

  

  Nota

  Guarantors can only be attached to patrons whose category has “Can be guarantee” set to “Yes”.

  • If the guarantor is a patron of the library, click “Add guarantor” to search your system for an existing patron

    

  • Click en “Seleccionar” para elegir el usuario

    

  • The relationships are set using the borrowerRelationship system preference

    

    Nota

    It is possible to add more than one guarantor to a patron account (both parents for example).

  • If the guarantor is not a patron, you can still add their information in the “Non-patron guarantor” section.

• A continuación, introduzca la dirección principal y la información de contacto

  

  Nota

  The street type drop-down menu is populated by the ROADTYPE authorized values

  

  • For contact information, note that the primary phone number and primary email address are the ones that appear on notices and slips printed during circulation (receipts, transfer slips and hold slips). The primary email is also the one that overdue notices and other messages go to.

  • The “Main contact method” can be used in reports and for staff to know which method to use first when trying to contact the patron.

• You can also record an alternate address for each patron. This could be used in an academic setting to store the patron’s home address for example.

  

• Each patron can have an alternate contact. An alternate contact could be a parent or guardian, for example.

  

• La sección de administración de biblioteca incluye datos que se utilizan dentro de la biblioteca

  

  • The card number field is automatically calculated if you have the autoMemberNum system preference set that way

    Nota

    For a newly installed system, this preference will start at 1 and increment by 1 each time after. To have it start with the starting number of your barcodes, enter the first barcode by hand in the patron record and save the patron. After that, the field will increment that number by 1.

  • Si usted accidentalmente elige al comienzo una categoría de usuario equivocada puede arreglarla aquí

  • Sort 1 and 2 son utilizados con propósitos estadísticos

    • You can create drop-down menus for these fields by adding values in the Bsort1 and Bsort2 authorized values categories

  • “Allow auto-renewal of items” is used to control whether this patron’s checkouts will be renewed according to the circulation rules. If set to ‘Yes’, items for which automatic renewal is enabled in the circulation rules will be automatically renewed. This requires the automatic_renewal cronjob to run daily. If set to ‘No’, items for which automatic renewal is enabled in the circulation rules will not be automatically renewed.

  • Protected: protected patrons cannot be deleted either manually or by batch. Use this for system patrons such as statistical patrons, SIP2 patrons, the self checkout user, or superadmins.

    Version

    The “Protected” option was added in version 23.11 of Koha.

  • “Check for previous checkouts” is used to set the patron’s personal preference regarding checking their circulation history to see if they have borrowed This item in the past. This overrides the setting of the patron category and of the CheckPrevCheckout system preference.

  • Preferred language for notices: if TranslateNotices is set to allow, you will be able to choose among the installed languages the language in which the patron would prefer to receive notices (such as overdue notices and advanced notices).

• Next, the library set-up section includes additional library settings

  

  • La fecha de registro automáticamente se rellena con la fecha de hoy

  • The expiry date will automatically be calculated based on your patron category settings

  • The OPAC note is a note for the patron, it will appear in the patron’s online account on the OPAC

    

    Nota

    See also OPAC messages

  • 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/Staff interface login” section asks for the username and password to be used by the patron (or staff member) to log into their account in the OPAC and for staff to log in to the staff interface.

  • Staff will only be able to use this login information to log in to the staff interface if they have at least the catalogue permission.

• If you have enabled the housebound module (with the HouseboundModule system preference), you will be able to choose a housebound role for this patron.

  

• If you have set additional patron attributes in the administration module, these will appear next

  

• Finally, if you have the EnhancedMessagingPreferences system preference set to “allow,” you can choose the messaging preferences for this patron.

  

  See the definition of each notice in the advance notices and hold notices section

  Advertencia

  Estas preferencias invalidarán cualquiera otra que haya establecido a través de las categorías de usuario

  Advertencia

  These preferences can be altered by the patron via the OPAC if the EnhancedMessagingPreferencesOPAC system preference is set to “show”.

• Cuando haya finalizado, haga clic en “Guardar”

Si el sistema sospecha que este usuario es un duplicado de otro se lo advertirá.

Nota

See the PatronDuplicateMatchingAddFIelds system preference to see or change which fields are used to detect duplicate patrons. The default is the surname, the firstname and the date of birth.

Si ha establecido un límite de edad mínimo o máximo en la categoría de usuarios y exige que la fecha de nacimiento se cumplimente, Koha le avisará si el usuario que va a añadir es demasiado viejo o joven para la categoría de usuario seleccionada:

If the patron’s category has an enrollment fee, the fee will be charged to the patron’s account when the account is created. You can then manage the charge in the patron’s accounting tab.

Quick add a patron

Si su mostrador de circulación está muy ocupado y usted desea registrar un usuario rápidamente, puede utilizar la característica “agregar rápidamente”. Es una versión más corta del formulario para agregar usuarios con, solamente, un par de campos necesarios a ser rellenados.

This feature uses two system preferences: BorrowerMandatoryField and PatronQuickAddFields. These are the two system preferences that control which fields are in the quick add form.

To quick add a patron, go to the Patrons module

• Get there: Patrons

Click on the “Quick add new patron” button.

You will be asked to choose a patron category.

Then, you will be presented with a shortened form.

Once the form is filled out, click on “Save”.

If you need to access the full form, you can click on “Show full form” above the “Save” button.

Add a staff patron

Todos los miembros del personal deben ser ingresados en Koha como usuarios del tipo “Personal”. Siga los pasos en Agregar un Usuario para incorporar un miembro del personal. Para darle al personal permisos para acceder a la interfaz administrativa, siga los pasos en permisos de usuarios

Importante

Recuerde que debe crear nombres de usuario y contraseñas seguras, ya que estos serán utilizados para iniciar la sesión del personal.

Add a statistical patron

One way to track use of in house items is to «check out» the materials to a statistical patron. The «check out» process doesn’t check the book out, but instead tracks an in house use of the item. To use this method for tracking in house use you first will need a patron category set up for your statistical patron.

Next, you will need to create a new patron of the statistical type.

Next, follow the steps put forth in the “Add a new patron” section of this manual. Since this patron is not a real person, simply fill in the required fields, the correct library and nothing else.

Para obtener información sobre otros métodos de seguimiento en sala visite la seccion Seguimiento de uso en sala de este manual.

Duplicate a patron

A veces, cuando va a añadir un nuevo familiar a su sistema y no quiere escribir la información de contacto una y otra vez. Koha permite que se pueda duplicar un usuario y cambiar solo las partes que desee (o necesita) cambiar.

• Abra el usuario que desea utilizar como punto de partida (el usuario del cual desea duplicar la información)

• Haga clic en el botón “Duplicar” al inicio del registro

  

• Todos los campos con la excepción del nombre, número de carnet, nombre de usuario y la contraseña han sido duplicados. Cumplimente los que faltan y haga clic en “Guardar”

  

  • Nota

    Al hacer clic en el campo que ya está completado con datos se borrará toda la información del campo (lo que le hace más fácil a usted poder escribir algo diferente)

• Usted será llevado a un nuevo usuario

  

Adding patron images

You can add patron pictures to help identify patrons. To enable this feature, you must first set the patronimages system preference to “Allow”.

If the preference is set to “Allow”, you will see a placeholder image under the patron’s name on the left of the screen.

Click the “Add” button on the placeholder image.

You have the option of either uploading an existing picture from the computer or taking a picture with the webcam.

To upload an existing image, click “Browse” or “Choose file” to find the image on your computer and click “Upload” to load the image in the patron’s file.

Advertencia

Existe un límite de 100K en el tamaño de la foto subida y es recomendado que la imágen sea de 200x300 pixeles, pero imágenes más pequeñas fuencionan correctametne.

To take a picture with the webcam, click the “Take photo” button once the webcam is facing the patron. The system will take a picture and present it to you for review. If you are satisfied, click “Upload”. If not, click “Retake photo” to take a new picture. You can also download the picture by clicking “Download photo”.

Para añadir imágenes de usuarios en lote, utilice la herramienta Subir imágenes de usuarios.

Editing patrons

Los usuarios pueden ser editados usando los botones de edición.

• Para editar el registro completo del usuario simplemente haga clic en el botón «Editar» en la parte superior de dicho registro

  

• To edit a specific section of the patron record (for example the “Library use” section) click the “Edit” button beside the section.

  

Edit the patron’s file and click “Save”.

Advertencia

Note that changing your own username will log you out of Koha.

Modifying patron passwords

Patron passwords are not recoverable.

The stars on the patron details page next to the password label are always there even if a password isn’t set.

If a patron forgets their password, the only option is to reset their password.

This can be done from the staff interface. To change the patron’s password, click the “Change password” button.

• Koha cannot display existing passwords as they are encrypted in the database. Leave the field blank to leave password unchanged.

• Este formulario puede generar automáticamente una contraseña aleatoria si hace clic en el enlace etiquetado “Haga clic para llenar con una sugerencia aleatoria. Las contraseñas de mostrarán como texto.»

Advertencia

Note that changing your own username here will log you out of Koha.

Changing the password through this form will also update the password expiry date, as set in the patron category.

If the NotifyPasswordChange system preference is enabled, the patron will receive a notification indicating their password was changed.

Nota

The content of this email can be customized with the Notices and slips tool. The code of the letter is PASSWORD_CHANGE.

If the OpacResetPassword system preference is enabled, or if the patron category allows it, you can also send a password reset email to the patron by clicking on “More” and choosing “Send password reset”.

This will send a password reset email to the patron, similar to the one sent if they click on the “Forgot your password?” link on the OPAC. However, the reset link is set to expire after 5 days rather than 2 days when it is sent this way.

Nota

The content of the email can be customized with the Notices and slips tool. The code of the letter is STAFF_PASSWORD_RESET.

Only staff members with “superlibrarian” permissions can see and change the password expiry date manually. This date can be changed by clicking the “Edit” button at the top of the patron’s record, or the “Edit” button next to the “Library use” section.

Adding patron flags

Restrictions are used to prevent patrons from checking out.

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, set the “Gone no address” flag. This will create a warning when checking out.

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.

If you would like to bar a patron from the library you can add a manual restriction.

Nota

This is the same as the restrictions tab at the bottom of the patrons details page.

Nota

A patron can automatically be restricted with the Overdue/notice status triggers

If you enter in a date and/or note related to the restriction, you will see that in the restricted message as well.

Adding notes and messages to a patron record

You can leave notes in a patron record. There are several ways to do this: you can either add a circulation note or an internal message. These will not show in the OPAC for the patron to see. If you want the patron to see the notes and messages, use OPAC notes and OPAC messages.

Circulation notes

Circulation notes are added to the patron’s file through the add patron form or the edit patron form, in the “Library set-up” section.

In the staff interface, circulation notes will be in the “Library use” section of the patron’s file.

Circulation messages

Internal messages are added to the patron’s file using the “Add message” button.

To leave an internal message, choose «Staff - Internal note» in the “Add a message for” field. Enter your message in the box, or choose a predefined message in the drop-down menu.

Nota

Predefined messages are added in the BOR_NOTES authorized value category

Once saved, the internal message is shown in bold red on the patron’s detail page in the staff interface, at the top of the page just under the row of action buttons.

It will also appear on the checkout page, to the right of the checkout box.

If you need to edit the message, click the “Edit” button next to the message, edit the text and click “Save”.

Changing children to adults

Children patrons do not become adults automatically in Koha unless the update patron categories cron job is running.

To upgrade a child patron to and adult patron category manually go to the “More” menu and choose “Update child to adult patron”.

You will then be presented with a pop up window asking which one of your adult patron categories this child should be updated to.

Nota

This list shows the patron categories that have the category type “adult”.

Renew patron account

When renewing a patron account you can either edit the the expiry date manually in the patron record or use the “Renew patron” option from the More menu in the toolbar at the top.

Using the latter the new expiry date will be calculated using the enrollment period configured for the patron category of the user. The system preference BorrowerRenewalPeriodBase determines if the new expiry date will be calculated from the current date or from the old expiry date.

One advantage of using the “Renew patron” option is that it will be logged as a membership renewal in the action_logs table and be visible as such when using the Log viewer or the Modificaton log from the patron account.

The renewal date of the patron account will be visible on the details tab.

If the patron is in a patron category with a membership fee, the charge will also be added upon renewal. You can then manage the charge in the patron’s accounting tab.

Eliminación de una cuenta de usuario

From the “More” drop-down, the patron account can be deleted.

There will be an alert if the patron has checkouts, holds, fines or credits.

• If a patron has current checkouts, the deletion will not be possible.

  

• If a patron has outstanding fines, the deletion will not be possible.

  

• If a patron has unused credits, the option to delete the patron is possible but there will be a warning.

  

• If a patron has existing holds on their account, the option to delete the patron is possible. The hold will be cancelled and moved to the old_reserves table.

  

• If a patron has public or shared lists, those will be deleted along with the patron, unless the ListOwnershipUponPatronDeletion system preference is set to “change owner of these lists”.

• If a patron is protected, the “Delete” option will be disabled. To delete the patron anyway, edit the patron and choose “No” under “Protected” in the “Library management” section, save, and then delete.

  

Managing patron self edits

If you are allowing patrons to edit their accounts via the OPAC with the OPACPatronDetails preference then you will need to approve all changes via the staff client before they’re applied. If there are patron edits awaiting action they will appear on the staff client dashboard below the modules list (along with other items awaiting action).

Nota

Superbibliotecarios podrán ver modificaciones para cualquier sede, el resto del personal solo podrá ver modificaciones para usuarios que pertenezcan a su sede.

Cuando haga clic en el enlace “Usuarios que requieren modificaciones” se le mostrará una lista con los usuarios que han solicitado modificar sus datos.

Desde aquí puede “Aprobar” y aplicar los cambios pendientes al registro del usuario. “Eliminar” y remover los cambios o “Ignorar” y dejar los cambios pendientes de una revisión posterior.

Si desea borrar su regla, haga clic en el enlace “Anular” a la derecha de la regla.

Merging patron records

If you accidentally end up with one patron with two cards it is possible to merge their records together so that you don’t lose their loan history or holds.

• In the patron list, check the boxes next to the records you want to merge and click on the “Merge selected patrons” button.

Nota

It is possible to merge more than two records at a time.

• Select the patron record you want to keep

  

• If necessary, click the “Compare patrons” button to see the differences between the different accounts.

  

• Click the “Merge patrons” button.

The checkouts and statistics will be transferred to the right record and the other one will be deleted.

Permisos de usuario

Patron permissions are used to allow staff members access to the staff client.

Importante

Para que un miembro del personal pueda acceder a la interfaz de personal debe tener (al menos) permisos de “catálogo” que le permita visualizar la interfaz de personal.

Setting patron permissions

• On the patron record click “More” and choose “Set permissions” to alter patron permissions

  

• You will be presented with a list of preferences, some of which can be expanded by clicking the “Show details” link on the right title.

  

• In all cases, if the parent permission is checked, the user has all the child permissions. If you want to set permissions on a more granular level, expand the section and only check the permissions you want that user to have.

Patron permissions defined

• Access to all librarian functions (superlibrarian)

  Nota

  Seleccionando este permiso no es necesario elegir ningún otro

• Check out and check in items (circulate)

  • Permisos restantes de circulación (circulate_remaining_permissions)

    • This permission grants all circulation rights except those covered by permissions listed below

  • Forzar préstamo si existe una limitación (force_checkout)

    • With this permission a staff member will be allowed to override a check out restriction in the following cases:

      • restricción de edad

      • el ítem se prestó a otro usuario

      • el ítem no es para préstamo

      • el usuario tiene ítems retrasados

      • el ítem esta perdido

      • el ítem es un ítem de alta demanda

      • el ítem está en reserva

  • Marque las notas de préstamo como vistas/no vistas (manage_checkout_notes)

    • The permission to manage the checkout notes written by users

      through the OPAC

  • Manage curbside pickups (manage_curbside_pickups)

    • The permission to manage patron curbside pickup appointments

  • Administrar restricciones para las cuentas (manage_restrictions)

    • Conceder permiso al miembro del personal para levantar una restricción que podría ser en el registro del usuario

  • Ejecutar informe de atrasos (overdues_report)

    • El permiso de ejecutar el informe de retrasos encontrado en Circulación

  • Sobrescribir renovaciones bloqueadas (override_renewals)

    • With this permission, a staff member can override renewals if there is a restriction

    • Requiere que el personal de biblioteca tenga también circulate_remaining_permissions

• Staff access, allows viewing the catalogue in staff interface (catalogue) Required for staff login.

  Importante

  This permission must be given to all staff members to allow them to log into the staff interface

  • This will allow access to the staff interface, with the possibility of

    • searching the catalogue (simple search, advanced search and item search)

    • searching the authorities

    • viewing the checkout history of a title (no patron information is shown)

    • creating private or public lists, adding items to private lists and public lists, if the public list permission allows it, editing and deleting private lists

    • using the cart

    • viewing course reserves

• Manage Koha system settings (Administration panel) (parameters)

  • Administra los tipos de débito y crédito de la cuenta (manage_accounts)

    • Esto da acceso a la sección de tipos de débito

  • Administra campos adicionales para cestas o suscripciones (manage_additional_fields)

    • This gives access to the additional fields section

    • Importante

      This permission requires that the staff member also have the “Edit an existing subscription” permission from the “Manage serial subscriptions” section and the “Manage basket and order lines” permission from the “Acquisition and/or suggestion management” section

  • Gestionar alertas de audio (manage_audio_alerts)

    • La capacidad de acceder a la configuración de alertas de audio en el módulo de administración.

  • Manage authorized value categories and authorized values (manage_auth_ values)

    • La habilidad de acceder a la configuración de valores autorizados en el módulo de administración.

  • Manage background jobs (manage_background_jobs)

    • The ability to access the jobs management section of the administration module.

  • Gestionar reglas de circulación (manage_circ_rules)

    • La habilidad de acceder :ref:`las reglas de circulación y multas <circulation-and-fines-rules-label>`en el módulo de administración.

  • Gestione las reglas de circulación desde cualquier biblioteca (manage_circ_rules_from_ any_libraries)

    • If not set the logged in user can only edit circulation rules from their own library

    • The staff member still has to have the “Manage circulation rules” permission above.

  • Gestionar ciudades y pueblos (manage_cities)

    • La habilidad de acceder a las configuraciones de ciudades y pueblos en el módulo de administración.

  • Gestionar las fuentes de clasificación y las reglas de ordenación (manage_classifications)

    • La habilidad de acceder a la configuración de las fuentes de clasificación en el módulo de administración.

  • Gestionar la configuración de columna (manage_column_config)

    • La habilidad de acceder a la página de configuración de columnas en el módulo de administración.

  • Manage curbside pickups (manage_curbside_pickups)

    • The permission to manage curbside pickup slots and parameters in the administration module.

  • Gestionar la configuración ¿Quizá quiso decir? (manage_didyoumean)

    • La capacidad de acceder a :ref:`¿Quiso decir? <did-you-mean? -label> `en el módulo de administración.

  • Manage authentication providers (manage_identity_providers)

    • Grants access to the Identity providers configuration in the administration module.

  • Administrar alertas de circulación de ítems (manage_item_circ_alerts)

    • La capacidad de acceder a la configuración de alertas de circulación de ítems en el módulo de administración.

  • Administrar campos de búsqueda de ítems (manage_item_search_fields)

    • La capacidad de acceder a la configuración búsqueda en campos de ítems en el módulo de administración.

  • Manage item types (manage_itemtypes)

    • La capacidad de acceder a la configuración de tipos de ítem en el módulo de administración.

  • Administre atajos de teclado para el editor de catalogación avanzado (manage_ keyboard_shortcuts)

    • La capacidad de acceder a la configuración de atajos de teclado en el módulo de administración

  • Administrar bibliotecas y grupos de bibliotecas (manage_libraries)

    • La capacidad de acceder a las páginas de configuración de las las bibliotecas y grupos de bibliotecas en el módulo de administración.

  • Administrar el intercambio de contenido de Mana KB (manage_mana)

    • La capacidad de acceder al contenido compartido con Mana KB en el módulo de administración

  • Administrar hojas de trabajo bibliográficas y de autoridad MARC y probarlas (manage_marc_frameworks)

  • The ability to access the MARC bibliographic framework, authority types, Koha to MARC mapping, and MARC Bibliographic framework test configuration areas in the administration module.

  • Manage record matching rules (manage_matching_rules)

    • La capacidad de acceder a la configuración de las reglas de coincidencia de registro en el módulo de administración.

  • Gestionar conjuntos OAI (manage_oai_set)

    • La capacidad de acceder a la configuración de los conjuntos OAI en el módulo de administración.

  • Manage extended patron attributes (manage_patron_attributes)

    • La capacidad de acceder a la configuración de los atributos de tipos de usuario en el módulo de administración.

  • Manage patron categories (manage_patron_categories)

    • La capacidad de acceder a la configuración de las categorías de usuarios en el módulo de administración.

  • Gestionar la configuración del motor de búsqueda (manage_search_engine_config)

    • The ability to access the Search engine configuration in the administration module. Note: This area will only be visible when the SearchEngine system preference is set to “Elasticsearch”.

  • Manage saved search filters (manage_search_filters)

    • The ability to access the search filters administration page in the administration module.

  • Administrar la configuración del servidor Z39.50 y SRU (manage_search_targets)

    • La capacidad de acceder a la configuración de los servidores Z39.50/SRU en el módulo de administración.

  • Gestionar proveedores de telefonía celular SMS (manage_sms_providers)

    • The ability to access the SMS cellular providers configuration in the administration module. Note: This area will only be visible when the SMSSendDriver system preference is set to “Email”.

  • Manage SMTP servers (manage_smtp_servers)

  • The ability to access the SMTP servers section of the administration to add new SMTP servers.

  • Manage system preferences (manage_sysprefs)

    • The ability to access the system preferences in the administration module.

  • Gestionar los límites de transferencia de la biblioteca y la matriz de costo de transporte (manage_transfers)

    • La capacidad de acceder a la configuración de los límites de transferencia de biblioteca y a la matriz de costo de transporte en el módulo de administración.

  • Gestionar la configuración de las estadísticas de uso (manage_usage_stats)

    • La capacidad de acceder a la configuración sobre compartir anóimamente las estadísticas de uso en el módulo de administración.

  • Remaining system parameters permissions (parameters_remaining_permissions)

    • The ability to access all remaining areas in the administration module.

• Add, modify and view patron information (borrowers)

  • Agregar, modificar y ver información del usuario (edit_borrowers)

    • The ability to access the Patrons module to view patron files, as well as adding new patrons and editing patron files

  • View patron information from any libraries (view_borrower_infos_from_any_libraries)

  • If not set the logged in user will only be able to access patron information from their own library or group of libraries.

• Set user permissions (permissions)

  • The ability to set permissions for other staff members

• Place and modify holds for patrons (reserveforothers)

  • Modificar la prioridad de reservas (modify_holds_priority)

    • Allows staff members to alter the holds priority (moving patrons up and down the queue)

  • Hacer reservas para usuarios (place_holds)

    • Allows staff members to place holds in the staff interface

• Edit catalog (Modify bibliographic/holdings data) (editcatalogue)

  • Utilice el editor de catalogación avanzada (advanced_editor)

    • Grants the ability to use the advanced cataloging editor in the cataloging module

    • Nota

      Staff members with this permission need to also have the “Edit catalog (Modify bibliographic/holdings data)” permission

  • Eliminar todos los ítems de una vez (delete_all_items)

    • Capacidad de utilizar la opción “Eliminar todos los ítems” en el menú de “Edición” en catalogación

  • Edit any item including items that would otherwise be restricted (edit_any_item)

    • Ability to edit items belonging to libraries from other library groups.

  • Editar catálogo (modificar datos bibliográficos y de existencias) (edit_catalogue)

    • Capacidad para acceder a todas las funciones de catalogación a través de la página de Catalogación

  • Editar ítems (edit_items)

    • Ability to make edits to item/holdings records, but not bibliographic records

  • Limit item modification to subfields defined in the SubfieldsToAllowForRestrictedEditing system preference (edit_items_restricted)

    • If checked, the staff member will only be able to modify some item subfields

    • Nota

      Please note that the “Edit items” permission is still required

  • Catalogación rápida (fast_cataloging)

    • La capacidad de catalogar utilizando solo la Hoja de trabajo de carga rápida que se encuentra en la página de Circulación <#circulation> __

  • Create, update and delete item editor templates owned by others (manage_item_editor_templates)

    • The ability to manage item templates created by other users

  • Create, update and delete item groups, add or remove items from an item group (manage_item_groups)

    • The ability to manage item groups

• Manage patrons fines and fees (updatecharges)

  • Discount debits for patrons (discount)

    • Grant the ability to apply discounts to charges

  • Add manual credits to a patron account (manual_credit)

    • The ability to add manual credits to a patron’s account

  • Add manual invoices to a patron account (manual_invoice)

    • The ability to create manual invoices in a patron’s account

  • Payout credits to patrons (payout)

    • Grant the ability to reimburse credits to patrons

  • Refund payments to patrons (refund)

    • Grant the ability to refund payments that patrons have already made to the library

  • Permisos restantes para la gestión de multas y costos (remaining_permissions)

    • Grant the ability to manage fines and fees other than the actions described in the other sub-permissions (discounts, payouts, refunds and writeoffs)

  • Write off fines and fees (writeoff)

    • Grants the ability to write off patron fees

• Acquisition management (acquisition)

  Advertencia

  All the acquisitions sub-permissions give access to the acquisitions home page. That means that staff who have one or more of the following permissions will be able to view the budgets, search and view vendor information, and view invoices.

  • Agregar y eliminar fondos (pero no puede modificar fondos) (budget_add_del)

    • Grants the ability to add funds and delete funds within a budget

    • Note that the budget_manage and budget_modify permissions are required for this one to work correctly

  • Gestionar fondos (budget_manage)

    • Otorga la habilidad de acceder a la página de administración de fondos

    • Note that this only gives viewing access to the page, you will need to give your staff budget_add_del and budget_modify if you want them to be able to make changes to the funds

  • Gestionar todos los fondos (budget_manage_all)

    • Grants viewing access to all funds regardless of restrictions on them (owner, user or library restrictions)

    • Tenga en cuenta que se requiere el permiso budget_manage

  • Modificar fondos (no se pueden crear líneas, pero se pueden modificar las existentes) (budget_modify)

    • Grants the ability to edit fund information and amounts

    • Note that the budget_add_del and budget_manage permissions are required for this one to work correctly

  • Gestionar contratos (contracts_manage)

    • Otorga la habilidad de agregar, editar y eliminar contratos con proveedores

  • Gestionar monedas y tipo de cambio (currencies_manage)

    • The ability to access the Currencies and exchange rates configuration page.

  • Delete baskets (delete_baskets)

    • Grants the ability to delete baskets

    • The staff member must also have the order_manage permission to be able to view the baskets in order to delete them.

  • Delete invoices (delete_invoices)

    • Grants the ability to delete invoices

  • Administrar transmisiones EDIFACT (edi_manage)

    • Grants the ability to access the EDI account administration page, the library EANs administration page and access sent EDI messages

  • Edit invoices (edit_invoices)

    • Grants the ability to edit invoices (modify invoice information such as the invoice number, billing or shipping date, add adjustments, etc.)

    • The staff member will not be able to receive orders against an invoice unless they have the order_receive permission as well

  • Gestionar grupos de cestas (group_manage)

    • Grants the ability to create, edit, close and delete basket groups

  • Merge invoices (merge_invoices)

    • Otorga la habilidad de fusionar órdenes

  • Gestionar cestas y líneas de pedidos (order_manage)

    • Grants the ability to place orders, including creating baskets, adding order lines, closing baskets, etc.

  • Gestionar todas las líneas de pedidos y cestas, independientemente de las restricciones en ellos (order_manage_all)

    • Grants the ability to manage all baskets and orders even if they are restricted to the owner, users or library

    • Tenga en cuenta que se requiere el permiso order_manage

  • Recepción de pedidos y gestión de envíos (order_receive)

    • Grants the ability to create invoices, receive items and claim late orders

  • Gestionar presupuestos (period_manage)

    • Grants access to the budget administration page and the ability to create, edit and delete budgets

    • This permission does not give the ability to edit budget funds.

  • Gestionar planificación de presupuestos (planning_manage)

    • Grants the ability to view budget planning

    • Note that the budget_manage and the period_manage permissions are required for this one to work

  • Reopen closed invoices (reopen_closed_invoices)

    • Grants the ability to reopen closed invoices

  • Gestionar proveedores (vendors_manage)

    • Grants the ability to add, edit and delete vendors

    • Note that vendors are used in the acquisition and the serials module.

• Suggestions management

  • Gestionar sugerencias de compra (suggestions_manage)

    • Grants the ability to create and manage purchase suggestions, including creating new suggestions and changing the suggestions” statuses

• Use all tools (tools)

  • Acceso a archivos almacenados en el servidor (access_files)

    • Acceso a la :ref:ˋherramienta Cargar <upload-label>ˋ

  • Perform batch extend due dates (batch_extend_due_dates)

    • Access to the Batch extend due dates tool

  • Cargar imágenes de usuarios en lote o una a la vez (batch_upload_patron_images)

    • Access to the Image upload tool

  • Eliminar usuarios antiguos y anonimizar historial de préstamo/lectura (elimina historial de lectura) (delete_anonymize_patrons)

    • Acceso a la :ref:ˋherramienta Anonimizar usuarios <patrons-anonymize-bulk-delete-label>ˋ

  • Defina los días en los que la biblioteca permanece cerrada (edit_calendar)

    • Acceso a la :ref:ˋherramienta Calendario/feriados <calendar-label>ˋ

  • Escriba noticas para el OPAC y la interfaz administrativa (edit_news)

    • Acceso a la :ref:ˋherramienta Noticias <news-label>ˋ

  • Establecer avisos de retraso/disparadores de estado para ítems atrasados (edit_notice_status_triggers)

    • Access to the Overdue notice status/triggers tool

  • Definir avisos (edit_notices)

    • Acceso a la :ref:ˋherramienta de Avisos y recibos <notices-and-slips-label>ˋ

  • Realizar modificación de usuarios en lote (edit_patrons)

    • Access to the Batch patron modification tool

  • Editar frases para la característica Frase-del-Día (edit_quotes)

    • Access to the Quote of the Day (QOTD) Editor

  • Exportar datos bibliográficos y de existencias (export_catalog)

    • Acceso a la :ref:ˋherramienta Exportar datos <export-data-(marc-and-authorities)-label>ˋ

  • Importar datos de usuario (import_patrons)

    • Acceso a la :ref:ˋherramienta Importar usuarios <patron-import-label>ˋ

  • Perform inventory of your catalog (inventory)

    • Acceso a la :ref:ˋherramienta Inventario <inventory-tool-label>ˋ

  • Realizar eliminación de ítems en lote (items_batchdel)

    • Access to the Batch item deletion tool

  • Realizar modificación de ítems en lote (items_batchmod)

    • Access to the Batch item modification tool

  • Limitar la modificación de ítems en lote a subcampos definidos en la preferencia SubfieldsToAllowForRestrictedBatchmod (items_batchmod_restricted)

    • Restricts the batch item modification tool to modify only the subfields defined in the SubfieldsToAllowForRestrictedBatchmod preference

    • Tenga en cuenta que todavía se requiere el permiso de items_batchmod

  • Crear etiquetas y códigos de barras imprimibles a partir de los datos del catálogo y los usuarios (label_creator)

    • Acceso a la herramienta :ref:ˋCreador de carné de usuario <patron-card-creator-label>ˋ, :ref:ˋCreador de etiquetas <label-creator-label>ˋ y :ref:ˋCreador de marbetes/tejuelos rápidos <quick-spine-label-creator-label>ˋ

  • Perfiles CSV para exportación (manage_csv_profiles)

    • Acceso a la herramienta :ref:ˋPerfiles CSV <csv-profiles-label>ˋ

  • Agregar, editar y eliminar listas de usuarios y sus contenidos (manage_patron_lists)

    • Acceso a la herramienta Listas de usuarios

  • Gestionar registros MARC preparados, incluyendo completar y revertir importaciones (manage_staged_marc)

    • Acceso a la herramienta :ref:ˋGestionar registros MARC preparados <staged-marc-record-management-label>ˋ

  • Gestionar plantillas de modificación MARC (marc_modification_templates)

    • Acceso a la herramienta :ref:ˋPlantillas de modificación MARC <marc-modification-templates-label>ˋ

  • Moderar comentarios de usuarios (moderate_comments)

    • Acceso a la herramienta :ref:ˋComentarios <comments-label>ˋ

  • Moderar etiquetas de usuario (moderate_tags)

    • Access to the Tags tool

  • Realizar eliminación de registros en lote (bibliográfico o autoridad) (records_batchdel)

    • Acceso a la herramienta :ref:ˋEliminar registros en lote <batch-record-deletion-label>ˋ

  • Realizar modificación de registros en lote (bibliográficos o autoridades) (records_batchmod)

    • Access to the Batch record modification tool

  • Gestionar las colecciones rotativas (rotating_collections)

    • Acceso a la herramienta :ref:`Colecciones rotativas <rotating-collections-label>ˋ

  • Tareas programadas para ser ejecutadas (schedule_tasks)

    • Acceso a la herramienta :ref:ˋPlanificador de tareas <task-scheduler-label>ˋ

  • Subir registros preparados MARC al depósito (stage_marc_import)

    • Access to the Stage MARC records tool

  • Subir cualquier archivo (upload_general_files)

    • Acceso a subir archivos vía la herramienta :ref:ˋSubir <upload-label>ˋ

  • Subir imágenes de cubierta locales (upload_local_cover_images)

    • Access to the Upload local cover image tool as well as permission to add and delete local cover images from the record detail page

  • Gestionar los archivos subidos (upload_manage)

    • Acceso a los archivos subidos vía la herramienta :ref:ˋSubir <upload-label>ˋ

    • Note that the upload_general_files permission is required for this permission to work

  • Revisar registros del sistema (view_system_logs)

    • Accesos a la herramienta :ref:ˋVisor del log <log-viewer-label>ˋ

• Editar autoridades (editauthorities)

  • Grants the ability to create, edit and delete authority records

  • Note that it is possible to search authority records with only the catalogue permission

• Manage serial subscriptions (serials)

  • Controlar vencimiento de publicación periódica (check_expiration)

  • Ofrece la posibilidad de comprobar la fecha de caducidad de las publicaciones seriadas

  • Reclamar las publicaciones seriadas que faltan (claim_serials)

    • Ofrece la posibilidad de reclamar los números faltantes

  • Crear nueva suscripción (create_subcription)

    • Da la habilidad de :ref:`agregar una suscripción nueva <add-a-subcription-label>”

  • Eliminar una suscripción existente (delete_subscription)

    • Gives the ability to delete serial subscriptions

  • Editar una suscripción existente (edit_subscription)

    • Da la habilidad de editar suscripciónes existentes de serie

    • Este permiso no incluye la habilidad de eliminar o crear suscripciones.

  • Recibiendo series (receive_serials)

    • Gives the ability to receive issues of existing subscriptions

  • Renovar una suscripción (renew_subscription)

    • Gives the ability to renew serial subscriptions

  • Routing (routing)

    • Da la habilidad de gestionar :ref:”listas en ruta <create-a -routing-list-label>”

  • Manage subscriptions from any branch (superserials)

    • This permission is only useful if the IndependentBranches system preference is used

• Allow access to the reports module (reports)

  • Reports found on the Circulation page are not controlled by this permission; this only controls access to the :ref:Reports module <reports-label>`

  • Reports in the Statistics wizard section and the other reports on the main reports page can be run with any one of the following permissions. They only affect the SQL reports.

  • Crear informes SQL (create_reports)

    • The ability to create guided reports or SQL reports, but not run saved ones

  • Eliminar informes SQL (delete_reports)

    • La capacidad de eliminar reportes guardados SQL :ref:”<report-from-sql-label>”

    • Note that you need execute_reports in order to be able to delete them

  • Ejecutar informes SQL (execute_reports)

    • The ability to run custom SQL reports, but not create or edit them

• Allow staff members to modify permissions for other staff members (staffaccess)

  • This permission requires the borrowers permission above

• Reservas para cursos (coursereserves)

  • Permitir acceso al :ref:”módulo de reservas para curso<course-reserves-label>”

  • Note that if the UseCourseReserves system preference is not enabled, these permissions will not have any effect

  • Agregar reservas para cursos (add_reserves)

    • Grants the ability to add items to existing courses

  • Eliminar reservas para cursos (delete_reserves)

    • Grant the ability to remove items from existing courses

  • Agregar, editar y eliminar cursos (manage_courses)

    • Grants the ability to create, edit and delete courses, but not manage the items

• Koha plugins (plugins)

  • Configure plugins (configure)

    • Gives the ability to run the “configure” section of a plugin if it has one

    • Nota que el personal necesita tener ya sea el permiso del reporte o el permiso de herramienta (abajo) para poder tener acceso a los plugins

  • Manage plugins (manage)

    • Posibilidad de instalar o desinstalar plugins

    • Nota que el personal necesita tener ya sea el permiso del reporte o el permiso de herramienta (abajo) para poder tener acceso a los plugins

  • Use report plugins (report)

    • La posibilidad de usar los informes de plugins

  • Use tool plugins (tool)

    • La posibilidad de usar la herramienta de plugins

• Listas (listas)

  Importante

  All staff members have permission to create, modify and delete their own lists. These permissions are only necessary if you’d like to give a staff member permission to edit or delete public lists that they have not created.

  • Eliminar listas públicas (delete_public_lists)

    • The ability to delete public lists created by someone else

  • Edit public lists contents (edit_public_list_contents)

    • The ability to change the contents of public lists that have the «Permitted staff only» permission.

  • Edit public lists (edit_public_lists)

    • The ability to edit the name, settings, and permissions of a public list owned by someone else.

    • This does not give the staff member permission to change the contents of the list, unless the list permissions allow them to.

• Patron clubs (clubs)

  • Crear y editar clubs (edit_clubs)

    • Create and edit patron clubs using the Patron clubs tool

  • Crear y editar plantillas de club (edit_templaates)

    • Create and edit club templates using the Patron clubs tool

  • Enroll patrons in clubs (enroll)

    • Enroll patrons from the patron file

    • The borrowers permissions is required in order to enroll patrons in clubs

• Create and modify interlibrary loan requests (ill)

  • Esto da acceso a Módulo prestamo interbibliotecario (ILL)

• Módulos auto comprobantes (self_check)

  • Log into the self check-in module (self_checkin_module)

    Nota

    This permission prevents the patron from using any other OPAC functionality

• Realizar auto préstamo en el OPAC (self_checkout_module)

  Nota

  This permission should be used for the patron matching the AutoSelfCheckID system preference

• Manage stockrotation operations (stockrotation)

  • Add and remove items from rotas (manage_rota_items)

    • Staff with only this permission will be able to manage the items in the rotas, but not the rotas themselves

  • Create, edit and delete rotas (manage_rotas)

    • Staff with only this permission will be able to manage the rotas, but not the actual items

• Cash management (cash_management)

  • Add, edit and archive cash registers (manage_cash_registers)

    • Staff with this permissions will be able to manage the cash registers in the administration module

  • Access the point of sale page and take payments (takepayment)

    • Grants access to the point of sale module

• Recalls (recalls)

  • Administrar reclamos para los usuarios (manage_recalls)

    • Grants access to the recall management page

• Manage the electronic resources module (erm)

  • This permission serves two purposes

    • Gives library staff access to ERM records (Agreements, Licenses, eHoldings etc.)

    • Library staff MUST have this permission in order to be attached as Agreement and License Users on Agreement and License records

• Allow staff to change logged in library (loggedinlibrary)

  • The ability to change the library when logging into the staff interface.

  • The ability to set the library in the staff interface.

  Nota

  Staff members who do not have this permission will only be able to log into their home library.

Patron information

Cuando revise un registro de usuario tiene la opción de ver la información de una de muchas pestañas encontradas en el lado izquierdo del registro.

• Get there: Patrons > Browse or search for patron > Click patron name

Préstamo

Para instrucciones en como hacer prestamo de ejemplares, vea la sección de referencia :ref:”Prestamo<check-out-(issuing)-label>` de este manual.

Staff members can access their own check out screen by clicking their username in the top right of the staff client and choosing “My checkouts”

Detalle

Nota

Los miembros del personal pueden acceder a los detalles de su propia cuenta haciendo clic en el nombre de su usuario en la parte superior derecha de la interfaz del personal y eligiendo “Mi cuenta”

All patron information will appear in the Details tab. This includes all the contact information, notes, custom patron attributes, 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

  

If the age of the patron is outside the age range defined in their patron category a warning will appear on their record.

Circulation summary

Below the patron’s information on the details screen is a tabbed display of the items they have checked out, overdue, and on hold, among other things.

Préstamos

The first tab shows the items the patron currently has checked out. The number of current checkouts will be displayed in the tab title.

Nota

You can customize the columns of this table in the “Table settings” section of the Administration module (table id: issues-table, under Patrons).

Click “Configure” at the top right of the table to access the administration module directly.

Préstamos de parientes

If the patron has family at the library, staff can see what the other family members have checked out. The total number of checkouts among all family members will be displayed in the tab title.

Nota

You can customize the columns of this table in the “Table settings” section of the Administration module (table id: relatives-issues-table, under Patrons).

Click “Configure” at the top right of the table to access the administration module directly.

Charges

The Charges tab will only show in the patron accounts that have unpaid amounts or unused credits. The total amount of unpaid charges or unused credits will be displayed in the tab title.

The tab will show the total amount, without any details. To see the details, go to the accounting tab.

Guarantees” charges

This tab will appear if the patron has guarantees and those guarantees have unpaid charges in their account. The total amount owed by guarantees will be displayed in the tab title.

The tab will show the guarantee’s name and the total unpaid amount, without any details. To see details, go to the guarantee’s accounting tab.

Reservas

If the patron has holds, the number of holds will appear on this tab’s title and the details will appear in the tab.

Nota

The barcode and call number will only appear on item-level holds or holds that have been confirmed. Record-level holds that are not waiting to be picked up will not have barcodes or call numbers.

From here you can manage the patron’s holds: change the pickup library, cancel or suspend holds.

Nota

You will only be able to suspend holds if the SuspendHoldsIntranet system preference is set to «Allow».

Nota

If, when suspending a hold, you want to be able to set a date at which to automatically resume the hold, set the AutoResumeSuspendedHolds system preference to «Allow» and make sure the unsuspend_holds cron job is activated.

Recalls

If recalls are enabled, currently active recalls requested by the patron will appear in this tab. The number of active recalls will be displayed in the tab title.

From here staff members can see the status of each recall and manage them.

Solicitud de artículos

If the ArticleRequests system preference is enabled, and the circulation rules allow it, the patrons will be able to request articles, either through the OPAC or in the staff interface. The number of active requests will be displayed in the tab title.

The details of the patron’s request, and its status, are visible in this tab.

Claims

If the patron has claimed they returned items, but those were not checked in, the claims will be shown in this tab. The number of resolved and unresolved claims will be displayed in the tab title. The first number, in green (or in gray if it’s 0), represents the number of resolved claims and the second number, in yellow (or in gray if it’s 0), represents the number of unresolved claims.

From this tab, staff can edit claim notes and resolve claims.

Restricciones

La pestaña Restricciones será mostrada para todos los usuarios. Si los usuarios no tienen restricciones usted podrá observar eso también en esa pestaña.

Si el usuario tiene restricciones en su cuenta, la pestaña mostrará el número y la descripción.

There are at least four kinds of restrictions:

• Manual

• Retrasos

• Suspension

• Generar libre de deuda

Using the “Add manual restriction” link you can add a restriction to the patron record from here. This can be used for any type of restriction you need to put manually on a patron record.

• Type: if the PatronRestrictionTypes system preference is enabled, you will have a choice of restriction types. This list can be managed from the patron restriction types administration page

• Comment: enter a comment to explain the restriction

• Expiration: optionally enter an expiration date for this restriction. If there is no expiration date, the restriction will stay on the file until it is removed. If there is an expiration date, the restriction will automatically be expired and it will show in gray.

  Version

  Expired restrictions are marked as such as of Koha version 23.11. In prior versions, if a restriction was expired, it looked the same as an active restriction, but it stopped blocking circulation nonetheless.

  Nota

  Expired restrictions will stay visible in the patron’s file, but will not block circulation.

  You can use the cleanup_database.pl cronjob with the –restrictions flag to automatically remove expired restrictions.

The overdues restrictions are automatically set when overdue notices are sent if you specified you wanted the patron restricted in the overdue notice/status triggers tool.

This restriction will not be removed automatically when the overdue items are returned unless the AutoRemoveOverduesRestrictions system preference is set to “Do”.

In the circulation rules, you can choose to fine users by suspending them instead of (or in addition to) fining them money. In that case, returning an overdue document will trigger a suspension restriction.

Patrons may also be restricted if you have issued a discharge for them. Once the discharge is validated, the patron is automatically restricted.

Patrons can also be restricted by setting flags in their accounts.

Restrictions on a patron record will block checkouts. In fact, a message will appear in red when going to the checkout page.

Restrictions may also prevent renewing items if the RestrictionBlockRenewing system preference is set to “block”.

On the OPAC, patrons will get a message saying their account is frozen. They will not be able to place holds from the OPAC.

If you have patrons that have more than one restriction, you can choose to cumulate their restriction periods or not through the CumulativeRestrictionPeriods system preference.

Nota

If you want to restrict patrons from doing various actions if their record is not pristine, check the following system preferences:

• Set the OverduesBlockCirc system preference to “Block” to prevent patrons who have overdue materials from checking out other materials.

• Set the OverduesBlockRenewing system preference to “block renewing for all the patron’s items” or “block renewing only for this item” to prevent patrons who have overdue materials from renewing their loans.

• Enter values in the noissuescharge and NoIssuesChargeGuarantees system preferences in order to block checking out to patrons who have more than a certain amount in fines or to patrons whose guarantees owe more than a certain amount.

• Enter a value in the maxoutstanding system preference to prevent patron from placing holds on the OPAC if they owe more than a certain amount.

• Enter a value in the OPACFineNoRenewals system preference to prevent patron who owe more than a certain amount to renew their loans from the OPAC.

• Set the BlockExpiredPatronOpacActions system preference to “Block” if you want to prevent patron whose membership has expired to place hold or renew their loans from the OPAC.

Clubes

If you use patron clubs, patrons will have a tab in their record indicating which club they are enrolled in, if any. The first number in the tab title is the number of clubs in which the patron is enrolled, and the second number is the number of clubs the patron is not enrolled in.

Accounting

The patron’s complete accounting history will appear on the Accounting tab. The Accounting tab will show all types of charges and credits: overdue fines, membership fees, rental fees, hold fees and any other charge you may have for patrons.

Nota

Puede personalizar las columnas de esta tabla en la sección “Configuración de columnas” del módulo de Administración (id de tabla: account-fines).

Nota

It’s possible to print a summary of outstanding charges and unused credits in the patron’s account by clicking “Print” at the top of the page and choosing the “Print account balance”.

“Print summary” will print a full summary of the patron’s account, including outstanding charges.

The Transactions tab will show you the following columns:

• Date: the date the charge, payment or credit was posted

  • En el caso de multas esto será el último día que las multas fue acumulada

• Account type: what type of charge, payment or credit it is

  • In cases where an account type may have an accompanying status it will be displayed alongside the account type in brackets.

• Description of charges: a description of the charges including the due date for overdue items and a link to the item record where one is available

  Nota

  For overdue fines, the default is the title and the due date. You can customize this by editing the OVERDUE_FINE_DESC template in the Notices and slips tool.

• Barcode: if the charge is linked to a particular item, the barcode is displayed

• Call number: if the charge is linked to a particular item, the item’s call number is displayed

• Due date: if the charge is an overdue fine, the due date is displayed

• Checkin date: if the charge is an overdue fine, the checkin date is displayed

• Checkout date: if the charge is an overdue fine, the check out date is displayed

• Home library: if the charge is linked to a particular item the home library is displayed

• Notas: cualquier nota acerca de este pago/cargo

  • If you’re allowing patrons to pay fines via the OPAC with PayPal (EnablePayPalOpacPayments) you will see a Note that says “PayPal” for items paid this way

• Cantidad: la cantidad total del pago o cargo

• Pendiente: la cantidad todavía prevista encima cargo

• Actions:

  • A selection of actions available to take upon the account line as detailed below

En el tope de la tabla puede hacer clic en “Filtrar transacción paga” para ocultar todas las transacciones completadas y además puede utilizar el cuadro de búsqueda para encontrar un monto o pago específico.

Actions

Action buttons will be available for the different account lines depending on the user’s permissions and the account type and status.

• A button to print or email a receipt or invoice for that line item

  Nota

  If the line item is a credit (payment, writeoff or other credit), the receipt that will be printed will be the ACCOUNT_CREDIT notice. It can be customized in the Notices and slips tool.

  If the line item is a debit (a charge), the invoice that will be printed will be the ACCOUNT_DEBIT notice. It can be customized in the Notices and slips tool.

• A button to show further details about the charge and any payments that have been made

• A button to void (reverse) a payment/credit

  • This button will only appear on a payment/credit line. Upon voiding the line it will reverse the payment process restoring the amountoutstanding for any debts/debits which the payment/credit may have previously been used to offset. This action is most commonly used to correct cases where a payment was recorded but never actually received. The credit line will be set to a zero amount and updated to VOID.

• A button to cancel (remove) a charge/debit

  • This button will only appear on a charge/debit line that has not already had any payment/credits applied to it. Upon cancelling the line it will be marked as “Cancelled” and a CANCELLATION line will be added and offset against it. This action is most commonly used to correct cases where a charge was made mistakenly.

• A button to pay against charges/debits with outstanding amounts

  • This button will appear against any charge/debit with an outstanding amount. The subsequent page can be used to pay or writeoff the line partially or in full with a PAYMENT or WRITEOFF line will being added.

• A button to issue a payout of credit

  • This button will appear against any credit line that has an amount outstanding and you have the payout permission. It allows the librarian to return outstanding credit to the patron and record the action with a PAYOUT line.

• A button to issue a refund against a charge/debit

  • This button will appear against any charge/debit line that has been paid or partially paid and you have the refund permission. The subsequent modal dialogue will allow you to partially or fully refund the offset debt, either in CASH or by means of a credit added to the account.

• A button to apply a discount to a charge/debit

  • This button will appear against any charge/debit which has not already been offset by a credit/payment and you have the discount permission. The subsequent modal dialogue will allow you to add a discount upon the charge.

Charging fines/fees

Most fees and fines will be charged automatically if the fines cron job is running. Fines will also be charged when an overdue item is checked in if the CalculateFinesOnReturn system preference is enabled.

• Las multas se cargaran basadas en sus :ref:”reglas de circulación y multas<circulation-and-fines-rules-label>”

• Los costos de reservas se cargaran basados en la reglas establecidas en :ref: “Tipos de usuarios y categorías <patron-categories-label>” en el area de administración

• Los costos de alquiler se cobrarán en base a la configuración en su :ref: tipos de ejemplares <item-types-label>” en el área de administración

• Marcar a un ítem como “Perdido” en el módulo de catalogación, automáticamente, le pondrá una multa al usuario equivalente al costo de reemplazo del ítem.

• Creating a patron in a category with an enrollment fee.

• Renewing a patron account in a category with an enrollment fee.

• Se cobrarán cargos por solicitud de artículo basado en la sección :ref`cargos por solicitud de artículo`<default-article-request-fees-label> de la página de reglas de circulación.

Creating manual invoices

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

Nota

Staff need the manual_invoice (or superlibrarian) permission in order to add manual credits to a patron’s account.

• Click on the “Create manual invoice” tab

  

  • Type: choose the type of invoice to create.

    Nota

    Para agregar valores adicionales al tipo de factura manual del menú desplegable, agregarlos al :ref: “tipos de débito <add-debit-type-label>” en el módulo de administración.

  • Barcode: if the fee is associated with an item you can enter its barcode so that the line item shows a link to that item.

  • Description: enter the description of the charge.

  • Note: if needed, add a note about this charge.

  • Amount: enter the amount of the charge, do not enter currency symbols, only numbers and decimals

  • If any additional fields were set up for account line debits, they will appear here.

• Click “Save” to charge the amount to the patron’s account, or

• Click “Save and pay” to charge the amount to the patron’s account and go directly to the payment page.

Paying and writing off charges

Each account line can be paid in full or written off using the “Make a payment” tab.

Nota

Puede personalizar las columnas de esta tabla en la sección “Configuración de columnas” del módulo de Administración (id de tabla: pay-fines-table).

Each account line can be paid in full, partially paid, or written off.

Paying an individual charge in full

To pay an individual charge in full:

• If you need to add a note about the payment, click “Add note” and type in the note before proceeding.

• Click the “Pay” button next to the charge to be paid in full.

  

A table will show the details of the charge being paid, the full amount of the charge will be populated for you in the “Amount being paid” and the “Amount tendered” fields.

Nota

If you made a mistake and this charge should be written off instead, you can switch between “Pay” and “Write off” mode using the buttons located at the top of this tab. See Writing off an individual charge below.

• Amount being paid: this is the amount that will be debited from the charge. When paying a charge in full, this should be the full amount.

• Amount tendered: this is the actual amount handed to you by the patron, it will be used to calculate the change. For example, if a patron has a 2.75$ fine to pay, and they pay with a 5$ bill, enter 5 in “Amount tendered”.

• Change to give: if the amount being paid and the amount tendered are different (i.e. more money was collected) the amount of change to be given will be displayed.

• Payment type: choose the type of payment.

  Nota

  This field will only appear if one or more values are defined under the PAYMENT_TYPE authorized value.

  Nota

  This field will be required if either the UseCashRegisters system preference or the RequirePaymentType system preference is enabled.

• Cash register: if the UseCashRegisters system preference is enabled, you will have a choice of cash register in which to enter the transaction.

  Nota

  If the UseCashRegisters system preference is enabled, and the CASH payment type is chosen above, you will be required to choose a cash register for the payment.

  Whether or not this field is required when another payment type is chosen is determined by the RequireCashRegister system preference.

• If any additional fields were set up for account line credits, they will appear here.

• Click “Confirm”.

• If change was to be given back to the patron, a pop-up window will appear to remind you, click “Yes” to confirm that you gave back the correct amount and confirm the payment.

  

The charge’s outstanding amount will be set to zero (fully paid), and a payment line will be added in the patron’s transactions.

Nota

If the FinePaymentAutoPopup system preference is enabled, a print dialogue window will display. The receipt printed uses the letter ACCOUNT_CREDIT, which can be modified in the Notices and slips tool. If change was given for this transaction the details will be included when using this system preference.

In addition to printing receipts you can enable email receipts for payment and writeoff transactions with the UseEmailReceipts system preference. The email sent uses the ACCOUNT_PAYMENT letter, which can be modified in the Notices and slips tool.

Partially paying an individual charge

To partially pay an individual charge:

• Click the “Pay” button next to the charge to be partially paid.

  

A table will show the details of the charge being paid, the full amount of the charge will be populated for you in the “Amount being paid” and the “Amount tendered” fields.

Nota

If you made a mistake and this charge should be written off instead, you can switch between “Pay” and “Write off” mode using the buttons located at the top of this tab. See Partially writing off an individual charge below.

• Amount being paid: this is the amount that will be debited from the charge. When partially paying a charge, enter the amount that should be paid.

• Amount tendered: this is the actual amount handed to you by the patron, it will be used to calculate the change. For example, if a patron has a 2.75$ fine to pay, and they pay with a 5$ bill, enter 5 in “Amount tendered”.

• Change to give: if the amount being paid and the amount tendered are different (i.e. more money was collected) the amount of change to be given will be displayed.

• Payment type: choose the type of payment.

  Nota

  This field will only appear if one or more values are defined under the PAYMENT_TYPE authorized value.

  Nota

  This field will be required if either the UseCashRegisters system preference or the RequirePaymentType system preference is enabled.

• Cash register: if the UseCashRegisters system preference is enabled, you will have a choice of cash register in which to enter the transaction.

  Nota

  If the UseCashRegisters system preference is enabled, and the CASH payment type is chosen above, you will be required to choose a cash register for the payment.

  Whether or not this field is required when another payment type is chosen is determined by the RequireCashRegister system preference.

• If any additional fields were set up for account line credits, they will appear here.

• Click “Confirm”.

• If change was to be given back to the patron, a pop-up window will appear to remind you, click “Yes” to confirm that you gave back the correct amount and confirm the payment.

  

The charge will be updated to show the original amount and the current amount outstanding, and a payment line will be added in the patron’s transactions.

Nota

If the FinePaymentAutoPopup system preference is enabled, a print dialogue window will display. The receipt printed uses the letter ACCOUNT_CREDIT, which can be modified in the Notices and slips tool. If change was given for this transaction the details will be included when using this system preference.

In addition to printing receipts you can enable email receipts for payment and writeoff transactions with the UseEmailReceipts system preference. The email sent uses the ACCOUNT_PAYMENT letter, which can be modified in the Notices and slips tool.

Paying an amount towards all charges

To pay an amount towards all charges:

• Click the “Pay amount” button.

  

The total amount outstanding in the patron’s account will be displayed, and populated for you in the “Amount being paid” and the “Amount tendered” fields.

• Total amount outstanding: this is the total unpaid charges in the patron’s account.

• Amount being paid: this is the amount that will be debited from the outstanding amount. Enter the amount that will be paid.

• Amount tendered: this is the actual amount handed to you by the patron, it will be used to calculate the change. For example, if a patron has a 2.75$ fine to pay, and they pay with a 5$ bill, enter 5 in “Amount tendered”.

• Change to give: if the amount being paid and the amount tendered are different (i.e. more money was collected) the amount of change to be given will be displayed.

• Payment type: choose the type of payment.

  Nota

  This field will only appear if one or more values are defined under the PAYMENT_TYPE authorized value.

  Nota

  This field will be required if either the UseCashRegisters system preference or the RequirePaymentType system preference is enabled.

• Cash register: if the UseCashRegisters system preference is enabled, you will have a choice of cash register in which to enter the transaction.

  Nota

  If the UseCashRegisters system preference is enabled, and the CASH payment type is chosen above, you will be required to choose a cash register for the payment.

  Whether or not this field is required when another payment type is chosen is determined by the RequireCashRegister system preference.

• Note: if needed, add a note about this payment.

• If any additional fields were set up for account line credits, they will appear here.

• Click “Confirm”.

• If change was to be given back to the patron, a pop-up window will appear to remind you, click “Yes” to confirm that you gave back the correct amount and confirm the payment.

  

The charges” outstanding amounts will be updated, with the payment applied to oldest charges first, and a payment line will be added in the patron’s transactions.

Nota

If the FinePaymentAutoPopup system preference is enabled, a print dialogue window will display. The receipt printed uses the letter ACCOUNT_CREDIT, which can be modified in the Notices and slips tool. If change was given for this transaction the details will be included when using this system preference.

In addition to printing receipts you can enable email receipts for payment and writeoff transactions with the UseEmailReceipts system preference. The email sent uses the ACCOUNT_PAYMENT letter, which can be modified in the Notices and slips tool.

Paying selected charges

To pay only some charges:

• Check the selection boxes next to the charges to be paid.

  

• Click the “Pay selected” button.

The total outstanding amount for the selected charges will be displayed, and populated for you in the “Amount being paid” and the “Amount tendered” fields.

• Total amount outstanding: this is the total unpaid amount for the selected charges.

• Amount being paid: this is the amount that will be debited from the total outstanding amount of the selected charges. Enter the amount that will be paid.

• Amount tendered: this is the actual amount handed to you by the patron, it will be used to calculate the change. For example, if a patron has a 2.75$ fine to pay, and they pay with a 5$ bill, enter 5 in “Amount tendered”.

• Change to give: if the amount being paid and the amount tendered are different (i.e. more money was collected) the amount of change to be given will be displayed.

• Payment type: choose the type of payment.

  Nota

  This field will only appear if one or more values are defined under the PAYMENT_TYPE authorized value.

  Nota

  This field will be required if either the UseCashRegisters system preference or the RequirePaymentType system preference is enabled.

• Cash register: if the UseCashRegisters system preference is enabled, you will have a choice of cash register in which to enter the transaction.

  Nota

  If the UseCashRegisters system preference is enabled, and the CASH payment type is chosen above, you will be required to choose a cash register for the payment.

  Whether or not this field is required when another payment type is chosen is determined by the RequireCashRegister system preference.

• Note: if needed, add a note about this payment.

• If any additional fields were set up for account line credits, they will appear here.

• Click “Confirm”.

• If change was to be given back to the patron, a pop-up window will appear to remind you, click “Yes” to confirm that you gave back the correct amount and confirm the payment.

  

The selected charges” outstanding amounts will be updated, with the payment applied to oldest charges first, and a payment line will be added in the patron’s transactions.

Nota

If the FinePaymentAutoPopup system preference is enabled, a print dialogue window will display. The receipt printed uses the letter ACCOUNT_CREDIT, which can be modified in the Notices and slips tool. If change was given for this transaction the details will be included when using this system preference.

In addition to printing receipts you can enable email receipts for payment and writeoff transactions with the UseEmailReceipts system preference. The email sent uses the ACCOUNT_PAYMENT letter, which can be modified in the Notices and slips tool.

Writing off all charges

To write off all charges in a patron’s account:

• Click the “Write off all” button

  

• Confirm the writeoff

All charges” outstanding amounts will be set to zero (fully paid/written off), and a writeoff line will be added in the patron’s transactions.

Writing off an individual charge

To write off a single charge:

• If you need to add a note about the writeoff, click “Add note” and type in the note before proceeding

• Click the “Write off” button next to the charge to be written off

  

A table will show the details of the charge being written off, the full amount of the charge will be populated for you in the “Writeoff amount” field.

Nota

If you made a mistake and this charge should be paid instead, you can switch between “Pay” and “Write off” mode using the buttons located at the top of this tab. See Paying an individual charge in full above.

• Writeoff amount: this is the amount that will be debited from the charge. When writing off a charge completely, this should be the full amount.

• If any additional fields were set up for account line credits, they will appear here.

• Click “Write off this charge”

The charge’s outstanding amount will be set to zero (fully paid/written off), and a writeoff line will be added in the patron’s transactions.

Nota

If the FinePaymentAutoPopup system preference is enabled, a print dialogue window will display. The receipt printed uses the letter ACCOUNT_CREDIT, which can be modified in the Notices and slips tool. If change was given for this transaction the details will be included when using this system preference.

In addition to printing receipts you can enable email receipts for payment and writeoff transactions with the UseEmailReceipts system preference. The email sent uses the ACCOUNT_WRITEOFF letter, which can be modified in the Notices and slips tool.

Partially writing off an individual charge

To partially write off a single charge:

• If you need to add a note about the writeoff, click “Add note” and type in the note before proceeding

• Click the “Write off” button next to the charge to be written off

  

A table will show the details of the charge being written off, the full amount of the charge will be populated for you in the “Writeoff amount” field.

Nota

If you made a mistake and this charge should be paid instead, you can switch between “Pay” and “Write off” mode using the buttons located at the top of this tab. See Partially paying an individual charge above.

• Writeoff amount: this is the amount that will be debited from the charge. When partially writing off a charge, enter the amount to be written off.

• If any additional fields were set up for account line credits, they will appear here.

• Click “Write off this charge”

The charge will be updated to show the original amount and the current amount outstanding, and a writeoff line will be added in the patron’s transactions.

Nota

If the FinePaymentAutoPopup system preference is enabled, a print dialogue window will display. The receipt printed uses the letter ACCOUNT_CREDIT, which can be modified in the Notices and slips tool. If change was given for this transaction the details will be included when using this system preference.

In addition to printing receipts you can enable email receipts for payment and writeoff transactions with the UseEmailReceipts system preference. The email sent uses the ACCOUNT_WRITEOFF letter, which can be modified in the Notices and slips tool.

Writing off selected charges

To write off only some charges:

• If you need to add a note about the writeoff, click “Add note” and type in the note before proceeding

• Check the selection boxes next to the fines to be written off

  

• Click the “Writeoff selected” button

The total outstanding amount for the selected charges will be displayed, and populated for you in the “Writeoff amount” field.

Nota

If you made a mistake and this charge should be paid instead, you can switch between “Pay” and “Write off” mode using the buttons located at the top of this tab. See Paying selected charges above.

• Writeoff amount: this is the amount that will be debited from the charge. When writing off the charges completely, this should be the full amount.

• Note: if needed, enter a note about this writeoff.

• If any additional fields were set up for account line credits, they will appear here.

• Click “Confirm”

The selected charges” outstanding amounts will be updated, with the writeoff applied to oldest charges first, and a writeoff line will be added in the patron’s transactions.

Nota

If the FinePaymentAutoPopup system preference is enabled, a print dialogue window will display. The receipt printed uses the letter ACCOUNT_CREDIT, which can be modified in the Notices and slips tool. If change was given for this transaction the details will be included when using this system preference.

In addition to printing receipts you can enable email receipts for payment and writeoff transactions with the UseEmailReceipts system preference. The email sent uses the ACCOUNT_WRITEOFF letter, which can be modified in the Notices and slips tool.

Cancel fines or fees

If a user was charged for something and it’s an error, you can cancel the fee by clicking the “Cancel charge” button in the Actions column.

Once clicked a new line will be added to the account for a “Cancelled charge” of the same amount as the cancelled charge. The charge that was cancelled will now have the “Cancelled” status and the amount outstanding will be 0.

If you cancelled a charge by mistake, you can void the cancellation (see Void payments below).

Void payments

If you accidentally mark and item as paid, you can reverse that line item by clicking “Void” to the right of the line

• Once clicked a new line item will be added to the account showing the payment as ‘Voided’. The payment line is added back to the Pay fines tab as an outstanding charge.

  

Creating manual credits

Los créditos manuales pueden ser utilizados para pagar parte de las multas, o para perdonar un monto de la multa.

Nota

Staff need the manual_credit (or superlibrarian) permission in order to add manual credits to a patron’s account.

• Click “Create manual credit”.

  

  • Type: choose the type of credit to apply.

    Nota

    To add additional values to the manual credit type drop-down menu, add them to the credit types in the Administration module.

  • Barcode: 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.

  • Description: enter the description of the credit.

  • Note: if needed, add a note about this credit.

  • Amount: enter the credit’s amount, do not enter currency symbols, only numbers and decimals.

  • Transaction type: choose the type of credit.

    Nota

    This field will only appear if one or more values are defined under the PAYMENT_TYPE authorized value.

    Nota

    This field will be required if either the UseCashRegisters system preference or the RequirePaymentType system preference is enabled.

  • Cash register: if the UseCashRegisters system preference is enabled, you will have a choice of cash register in which to enter the transaction.

    Nota

    If the UseCashRegisters system preference is enabled, and the CASH transaction type is chosen above, you will be required to choose a cash register for the payment.

    Whether or not this field is required when another transaction type is chosen is determined by the RequireCashRegister system preference.

  • If any additional fields were set up for account line credits, they will appear here.

• Click “Add credit”.

This will add a credit line to the patron’s account.

Nota

If the AccountAutoReconcile system preference is set to “Do”, the credit will automatically be used to reduce the outstanding amounts in the patron’s account, starting with the oldest charges.

Nota

If the AutoCreditNumber system preference is enabled, credits will be numbered.

Printing invoices

A la derecha de cada línea de cuenta hay un enlace de impresión. Haciendo clic en dicho enlace imprimirá un recibo para el ítem en línea que incluye la fecha y descripción del ítem con el total resaltado de la cuenta.

Listas de circulación

A list of all of the serial routing lists the patron belongs to will be accessible via the “Routing lists” tab on the patron record.

En esta pestaña podrá ver y editar las listas de circulación en las que figura este usuario.

Historial de circulación

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.

Nota

• Puede personalizar las columnas de esta tabla en la sección “Configuración de columnas” del módulo de Administración (id de tabla: checkouthistory-table).

To see when an item was renewed and by whom, click ‘View’ in the Number of renewals column.

Si desea exportar una lista de códigos de barra de los ítems prestados hoy puede encontrar esa opción en el menú Mas arriba a la derecha de la página.

Esto generará un archivo de texto con un código de barras por línea.

Holds history

The holds history tab shows all the holds the patron has made, with their status.

Nota

• Puede personalizar las columnas de esta tabla en la sección “Configuración de columnas” del módulo de Administración (id de tabla: holdshistory-table).

Registro de modificaciones

If you have set your BorrowersLog to track changes to patron records, then this tab will appear. The Modification log will show when changes were made to the patron record. If you also have turned on the IssueLog and ReturnLog you will see checkins and outs on this screen as well.

• La columna Bibliotecario muestra el número de usuario del bibliotecario que hizo los cambios

• Módulo lista “USUARIOS” para el módulo del usuario

• La acción le dirá qué acción se está registrando

• El campo Objeto muestra el número de usuario que se está modificando (en el ejemplo anterior, es un autocambio de mi propio registro)

Avisos

Las “preferencias de mensajería del usuario <#setpatronmessaging>”__se establecen cuando :ref:”agregar<add-a-new-patron-label>”o :ref:”modificar el usuario<editing-patron-label>”. Esta pestaña muestra los mensajes que se han enviado y los que están en fila para ser enviados:

Haciendo clic en el título del mensaje ampliará la vista para mostrarle el texto completo del mensaje enviado.

If the message has a status of sent or failed you will have the option to “resend” the message to the patron by clicking the “resend” button found under the status.

Estadísticas

Depending on what you set for the values of your StatisticsFields system preference, you can see statistics for one patron’s circulation actions.

Archivos

If you set the EnableBorrowerFiles preference to “Do” the Files tab will be visible on the patron information page.

Desde aquí puede subir archivos para adjuntarlos al registro del usuario.

Todos los archivos que sean subidos aparecerán cobre un formulario done archivos adicionales pueden ser subidos.

Sugerencias de compra

Si el usuario ha hecho alguna sugerencia de compra, verá una pestaña de sugerencias de compra en el registro del usuario.

Desde aquí se puede ver todas las sugerencias hechas por el usuario y su estado, también puede crear una sugerencia de compra a favor del usuario haciendo clic en el botón “Nueva sugerencia de compra” en la parte superior.

Learn more about managing purchase suggestions in the Acquisitions chapter of this manual.

Liberación de la deuda para el usuario

A discharge is a certificate that says the patron has no current checkouts and no holds. To enable this option on the patron record, set the useDischarge system preference to “Allow”.

Nota

In France, a «quitus» («discharge») is needed if you want to register for an account in a library or a university.

Nota

Las bibliotecas académicas, a menudo, requieren que usted tenga registros limpios antes de poderse graduar.

Emitting a discharge

To generate a discharge for a specific patron, click the “Discharges” tab on the left of the patron record.

Or click on the “More” button and choose “Discharge”.

If the patron can have a discharge generated, it will have a button that says “Generate discharge”

If the patron has checkouts or holds, you’ll see a message explaining why the patron cannot be discharged.

Once the letter is generated you will have a PDF to download.

Nota

You can customize this message in the Notices and slips tool. The letter code is DISCHARGE.

Nota

You can style the PDF using the NoticeCSS preference, or add inline CSS in the DISCHARGE letter in the Notices and slips tool.

The patron will have a restriction added to their account.

A history of discharges will be added to the “Discharges” tab.

Approving discharge requests

Patrons can request discharges via the OPAC. Any pending discharges will be listed below the menu buttons on the main staff interface page, with other pending requests.

Clicking the pending discharge request link will open a screen where you can approve those discharges by clicking “Allow”.

Housebound patrons

There are three roles a patron can have in regard to housebound circulation:

• borrower

• chooser

• deliverer

Importante

In order to use the housebound module, the HouseboundModule and ExtendedPatronAttributes system preferences must be enabled.

Seleccionador

The chooser is in charge of choosing the materials for the housebound patron.

If you have enabled the housebound module, with the HouseboundModule system preference, you will see that patrons now have a new section in their record called “Housebound roles”.

Click the “Add” button to mark this patron as a “Chooser”.

Repartidor

The deliverer is in charge of delivering the chosen materials to the housebound patron on a specific day at a specific time.

In the “Housebound roles”, click the “Add” button to mark this patron as a “Deliverer”.

Housebound borrowers

To create a housebound profile for a housebound patron, click on the “Housebound” tab in their record.

From there, you can edit their housebound profile information.

• Delivery day: choose which day (or “Any”) the patron prefers to receive their delivery.

• Frequency: choose the frequency at which they want to receive their deliveries.

  Nota

  La frecuencia se gestiona por medio de HSBND_FREQ lista de :ref:”valores autorizados <existing-values-label>”.

• Preferred materials: enter notes that will help the chooser choose appropriate documents for the housebound patron.

  For example: books, dvds, magazines, etc.

• Subjects: if the housebound patron has a preference for particular subjects, enter them here. This will help the chooser select interesting documents for the patron.

  For example: romance, cookbooks, thrillers, etc.

• Authors: if the housebound patron has favorite authors, enter them here.

  For example: Danielle Steel, James Patterson, etc.

• Referral: if the housebound patron has a referral, enter it here.

• Notes: enter any other notes that may help the chooser or the deliverer.

Click the “Save changes” button to save the housebound profile.

Coordinating deliveries

To plan visits, go to the housebound patron’s record.

In their housebound tab, you will be able to create deliveries.

Click on “Add a new delivery”.

Fill out the information :

• Date: enter the date of the delivery.

• Time: select a time of day for the delivery. The choices are morning, afternoon, or evening.

• Chooser: select a chooser who will be in charge of selecting the materials for this housebound patron.

  Nota

  This list is populated by the patrons having the chooser role.

• Deliverer: select a deliverer who will be in charge of picking up the materials and bringing them over to the housebound patron.

  Nota

  This list is populated by the patrons having the deliverer role.

Nota

Choosers and Deliverers can be notified of planned deliveries via reports.

Example reports can be found in the SQL Reports Library at https://wiki.koha-community.org/wiki/SQL_Reports_Patrons#Patron_Characteristics.

Recalls history

If recalls are enabled, active and past recalls requested by the patron will appear in this tab.

From here staff members can see the status of each recall and manage them.

Two factor authentication in the staff interface

Koha offers two-factor authentication (2FA) for logging into the staff interface.

This two-factor authentication uses a time-based one-time password (TOTP). A TOTP is a password can only be used once and is only valid for a limited time.

Users wanting to use the two-factor authentication must have an app to generate these TOTPs. Any authenticator app, such as Google Authenticator, andOTP, FreeOTP and many others can be used. Applications that enable backup of their 2FA accounts (either cloud-based or automatic) are recommended.

Turn on the two-factor authentication with the TwoFactorAuthentication system preference.

Once this is done, the staff user must go to their account by clicking their username at the top of the page and clicking “My account”.

The user must then go to More > Manage two-factor authentication.

The status should be “Disabled” when first going to this page.

Click on “Enable two-factor authentication”.

A QR code will be presented. This code must be scanned with an authenticator app (see above for suggestions).

Nota

If the app doesn’t allow to scan QR codes, the page gives the credentials that can be entered manually (account, key, time-based).

Once the QR code is scanned, the app will return a time-based PIN code. The user must enter this PIN code in the PIN code field and click “Register with two-factor app”.

The status of the two-factor authentication will now be enabled.

Nota

An email will be sent to the user’s email address to alert them that the two-factor authentication has been enabled on their account.

You can customize this message in the Notices and slips tool. The letter code is 2FA_ENABLE.

When this user tries to log in to the staff interface, they will have to enter their username and password, like always, but also a two-factor authentication code.

The user must then open their authenticator app, generate a time-based one-time password and enter it in the field in order to log in.

Nota

Alternatively, if the user doesn’t have the app handy, they can click on “Send the code by email”, which will send them an email with a time-based one-time password for them to use.

The email is based on the 2FA_OTP_TOKEN notice template, which can be customized in the Notices and slips tool.

Should the user wish to disable their two-factor authentication, they can go to their account in the staff interface, click More > Manage two-factor authentication and click “Disable two-factor authentication”.

Nota

An email will be sent to the user’s email address to alert them that the two-factor authentication has been disabled on their account.

You can customize this message in the Notices and slips tool. The letter code is 2FA_DISABLE.

Búsqueda de usuarios

Al hacer clic en el enlace para el módulo de Usuarios le llevará a la pantalla de búsqueda/consulta de los usuarios. Desde aquí se puede buscar un usuario introduciendo cualquier parte de su nombre o número de carné.

Clicking the “More options” symbol to the right of the search box will open up an advanced patron search with more filters including the ability to limit to a specific category and/or library.

También puede filtrar los resultados de los usuarios usando las opciones de búsqueda en la parte izquierda de la página.

Dependiendo de lo que haya seleccionado en “Campos de búsqueda” puede buscar usuarios de varias maneras diferentes.

• Estándar:

  • Ingrese cualquier parte de nombre, nombre de usuario, dirección de correo electrónico o código de barras.

    Nota

    You can use the system preference DefaultPatronSearchFields to define other fields to be used for searching with this option.

• Surname:

  • Search for the patron’s surname

• Card number:

  • Search for the patron’s card number

• All emails:

  • Search all of the defined patron fields for email addresses

• Borrowernumber:

  • Search for the Koha borrowernumber

• Username:

  • Search for the patron’s username

• All phones:

  • Will search all of the defined patron fields for phone numbers. Enter the phone number exactly as it is in the system or by using spaces between each batch of numbers.

  • Ejemplo: Para encontrar (212) 555-1212 puede buscarlo exactamente como fue ingresado, o buscando 212 555 1212

• Full address:

  • Search for the patron’s address in all address fields

• Fecha de nacimiento

  • Birth dates should be entered using the format set forth in the dateformat preference.

• Campo orden 1

  • Este es un campo personalizado que las bibliotecas pueden utilizar para cualquier tipo de datos sobre el usuario.

• Campo orden 2

  • Este es un campo personalizado que las bibliotecas pueden utilizar para cualquier tipo de datos sobre el usuario.

• First name:

  • Search for the patron’s first name

• Middle name:

  • Search for the patron’s middle name

• Other name:

  • Search all of the patron’s other names fields

También puede elegir ya sea buscar por campos que comienzan con la cadena que ingresó o contienen la cadena. Eligiendo “Contiene” funcionará como una búsqueda con comodín.

También puede navegar por los registros de usuarios haciendo clic en las letras vinculadas en la parte superior.

If your search only returns one result, you will be taken directly to the patron’s file. If your search returns more than one result, you will be given a list from which to choose.

Nota

You can customize the columns of this table in the “Table settings” section of the Administration module, under the patrons tab (table id: memberresultst).

Selecting one or more patrons from the list of results by using the checkbox in the leftmost column will show other features you can use for the selected patrons.

• Add to patron list:

  • Add the selected patrons to an existing “patron list” or create a new list

• Merge selected patrons:

  • Allows you to “merge the selected patrons”

• Batch patron modification:

  • Sends the selected patrons to the batch patron modification tool

Communicating with patrons

Koha offers several options for communicating with patrons, some of which have already been covered in this chapter.

OPAC notes

OPAC notes are added to the patron’s file through the add patron form or the edit patron form, in the “Library set-up” section.

They show up in the “Your summary” section of the patron’s online account in the OPAC.

In the staff interface, OPAC notes will be in the “Library use” section of the patron’s file.

OPAC messages

OPAC messages are added to the patron’s file using the “Add message” button.

To leave a message that the patron will be able to see in the OPAC, choose «OPAC - Patron’s name» in the “Add a message for” field. Enter your message in the box, or choose a predefined message in the drop-down menu.

Nota

Predefined messages are added in the BOR_NOTES authorized value category

Once saved, the patron will be able to see the message in the “Your summary” section of their online account. The patron will also be able to see the date on which the message was added as well as the name of the branch. They will have the option to dismiss the message. This will hide the message from their OPAC account and mark it as read, but it will not delete the message.

In the staff interface, OPAC messages are shown on the patron’s detail page, at the top of the page just under the row of action buttons.

It will also appear on the checkout page, to the right of the checkout box.

If you need to edit the message, click the “Edit” button next to the message, edit the text and click “Save”.

Advertencia

If you edit a message that has been dismissed by the patron, it will stay as “Read” and the patron will not see your edit.

If the patron dismisses the message, a “Read” mention with the date will appear next to the message in the staff interface to inform staff members that this message was read by the patron.

Avisos de anticipo y avisos de reserva

If you have enabled the EnhancedMessagingPreferences system preference, you cat set advance notices as well as hold notices when adding a new patron or editing a patron.

If the EnhancedMessagingPreferencesOPAC system preference is set to “show”, patrons will be able to modify their messaging preferences in their online account.

• Item due: A notice on the day and item is due back at the library

  • Customize this notice by editing the DUE or DUEDGST notices in the Notices and slips tool

• Advance notice: A notice in advance of the patron’s items being due (the patron can choose the number of days in advance)

  • Customize this notice by editing the PREDUE or PREDUEDGST notices in the Notices and slips tool

• Hold filled: A notice when you have confirmed the hold is waiting for the patron, and when a curbside pickup is scheduled.

  • Customize the hold filled notice by editing the HOLD template in the Notices and slips tool.

  • Customize the curbside pickup scheduled notice by editing the NEW_CURBSIDE_PICKUP template in the Notices and slips tool.

• Item check-in: A notice that lists all the of the items the patron has just checked in

  • Customize this notice by editing the CHECKIN notice in the Notices & slips tool

• Item checkout: A notice that lists all the of the items the patron has just checked out and/or renewed, this is an electronic form of the checkout receipt

  • Customize this notice by editing the CHECKOUT notice in the Notices and slips tool

  Nota

  If the RenewalSendNotice system preference is set to “Send”, this notice will be called “Item checkout and renewal”.

  For renewals, the notice sent is RENEWAL.

• Interlibrary loan ready: A notice that is sent when an inter-library loan the patron requested has been fulfilled and is now ready for pickup.

  • Customize this notice by editing the ILL_PICKUP_READY notice in the Notices and slips tool

  • This option will only appear if the ILLModule system preference is enabled.

• Interlibrary loan unavailable: A notice that is sent when an inter-library loan the patron requested has been cancelled because it was unavailable.

  • Customize this notice by editing the ILL_REQUEST_UNAVAIL notice in the Notices and slips tool

  • This option will only appear if the ILLModule system preference is enabled.

• Auto renewal: A notice that notifies the patron that their checkouts have been automatically renewed, or if there was a problem with their automatic renewal.

  • Customize this notice by editing the AUTO_RENEWAL or AUTO_RENEWAL_DGST notice in the Notices & slips tool

  • This option will only appear if the AutoRenewalNotices is set to «according to patrons messaging preferences»

• Hold reminder: A notice that is sent a certain number of days after the hold has been filled, in order to remind the patron that they have to pick it up.

  • Customize this notice by editing the HOLD_REMINDER notice in the Notices and slips tool.

  • This notice requires the holds_reminder.pl cron job.

• Interlibrary loan updated: A notice that is sent when an inter-library loan the patron requested has been updated.

  • Customize this notice by editing the ILL_REQUEST_UPDATE notice in the Notices and slips tool

  • This option will only appear if the ILLModule system preference is enabled.

Patrons can choose to receive their notices as a digest by checking the “Digest only” box along with the delivery method. A digest is a combination of all the messages of that type (so all items due in 3 days in one email) in to one email instead of multiple emails for each alert.

The delivery methods currently supported are:

• Email

• SMS (text messages)

• Automated phone call system

• Print

To generate the advance notices (advance notice and item due), you need to run the advance_notices.pl cronjob. Then, the process_message_queue.pl cronjob will send the notices or the gather_print_notices.pl cronjob will gather them in a nice file you can print out and send out via regular mail.

Overdue notices

Los avisos de vencidos se gestionan en Avisos y recibos y cuando se envían se gestiona en :ref:`Avisos de retraso/disparadores de estado <overdue-notice/status-triggers-label>».

Patrons cannot opt out of receiving overdue notices like they can other notices (such as advance notices or hold notices)

To generate the overdue notices , you need to run the overdue_notices.pl cronjob. Then, the process_message_queue.pl cronjob will send the notices or the gather_print_notices.pl cronjob will gather them in a nice file you can print out and send out via regular mail.