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[% INCLUDE 'help-top.inc' %] |
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[% INCLUDE 'help-top.inc' %] |
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<h1>Patron Permissions</h1> |
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<h2>Patron permissions</h2> |
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<p>Patron Permissions are used to allow staff members access to the staff client.</p> |
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<p>Patron Permissions are used to allow staff members access to the staff client.</p> |
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<p style="color: #990000">Important: In order for a staff member to log into the staff interface they must have (at the very least) 'catalogue' permissions which allow them to view the staff interface.</p> |
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<p style="color: #990000">Important: In order for a staff member to log into the staff interface they must have (at the very least) 'catalogue' permissions which allow them to view the staff interface.</p> |
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<h2>Setting Patron Permissions</h2> |
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<h3>Setting Patron Permissions</h3> |
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<p>To set patron permissions, you must first have a patron of the 'Staff' type open</p> |
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<p>To set patron permissions, you must first have a patron of the 'Staff' type open</p> |
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Lines 20-121
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<ul> |
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<ul> |
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<li>superlibrarian |
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<li>superlibrarian |
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<ul> |
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<ul> |
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<li>Access to all functions within the staff client |
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<li>Access to all librarian functions |
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<ul> |
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<ul> |
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<li style="background-color: #ffe599;">Tip: With this selected there is no need to choose any other permissions</li> |
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<li style="background-color: #ffe599;">Tip: With this selected there is no need to choose any other permissions</li> |
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</ul> |
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</ul> |
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</li> |
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</li> |
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</ul> |
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</ul> |
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</li> |
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</li> |
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<li>circulate |
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<li>circulate |
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<ul> |
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<ul> |
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<li>Ability to check (issue) books out and in and access the 'Circulation' page in the staff client</li> |
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<li>Check out and check in items</li> |
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<li>This section can be expanded</li> |
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<li>This section can be expanded</li> |
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</ul> |
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</ul> |
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</li> |
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</li> |
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<li>catalogue |
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<li>catalogue |
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<ul> |
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<ul> |
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<li>Allows staff members to search the catalog via the staff client</li> |
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<li><strong>Required for staff login.</strong> Staff access, allows viewing the catalogue in staff client |
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<li>Must be given to all staff members to allow them to login to the staff client</li> |
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<ul> |
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<li style="color: #990000">Important: Must be given to all staff members to allow them to login to the staff client</li> |
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</ul> |
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</li> |
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</ul> |
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</ul> |
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</li> |
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</li> |
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<li>parameters |
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<li>parameters |
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<ul> |
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<ul> |
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<li>Provides access to all areas of the Administration menu</li> |
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<li>Manage Koha system systems (Administration panel)</li> |
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<li>This section can be expanded</li> |
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<li>This secton can be expanded</li> |
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</ul> |
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</ul> |
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</li> |
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</li> |
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<li>borrowers |
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<li>borrowers |
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<ul> |
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<ul> |
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<li>Allows staff members to add or modify patrons (with the exception of setting permissions)</li> |
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<li>Add or modify patrons</li> |
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</ul> |
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</ul> |
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</li> |
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</li> |
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<li>permissions |
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<li>permissions |
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<ul> |
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<ul> |
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<li>Ability to set patron permissions</li> |
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<li>Set user permissions</li> |
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</ul> |
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</ul> |
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</li> |
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</li> |
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<li>reserveforothers |
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<li>reserveforothers |
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<ul> |
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<ul> |
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<li>Ability to place holds on books for patrons via the staff interface</li> |
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<li>Place and modify holds for patrons</li> |
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<li>This section can be expanded</li> |
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<li>This section can be expanded</li> |
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</ul> |
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</ul> |
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</li> |
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</li> |
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<li>borrow |
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<li>borrow |
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<ul> |
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<ul> |
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<li>Grants staff members the rights to borrow books from the library</li> |
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<li>Borrow books</li> |
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</ul> |
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</ul> |
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</li> |
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</li> |
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<li>editcatalogue |
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<li>editcatalogue |
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<ul> |
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<ul> |
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<li>Ability to catalog items (add and edit bibliographic and holdings data)</li> |
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<li>Edit Catalog (Modify bibliographic/hodings data)</li> |
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<li>This section can be expanded</li> |
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<li>This section can be expanded</li> |
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</ul> |
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</ul> |
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</li> |
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</li> |
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<li>updatecharges |
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<li>updatecharges |
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<ul> |
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<ul> |
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<li>Manage patron accounts (including paying fines, adding credits, and creating invoices)</li> |
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<li>Manage patrons fines and fees</li> |
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</ul> |
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</ul> |
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</li> |
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</li> |
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<li>acquisition |
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<li>acquisition |
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<ul> |
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<ul> |
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<li>Provides access to the acquisitions and patron purchase suggestion modules</li> |
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<li>Acquisition and/or suggestion management</li> |
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<li>This section can be expanded</li> |
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<li>This section can be expanded</li> |
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</ul> |
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</ul> |
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</li> |
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</li> |
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<li>management |
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<li>management |
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<ul> |
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<ul> |
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<li>No longer in use</li> |
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<li>Set library management paraments (deprecated) |
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<ul> |
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<li style="color: #990000">Important: This permission level no longer controls anything.</li> |
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</ul> |
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</li> |
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</ul> |
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</ul> |
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</li> |
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</li> |
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<li>tools |
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<li>tools |
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<ul> |
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<ul> |
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<li>Access to all items in the Tools section of the staff client</li> |
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<li>Use all tools</li> |
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<li>This section can be expanded</li> |
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<li>This section can be expanded</li> |
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</ul> |
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</ul> |
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</li> |
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</li> |
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<li>editauthorities |
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<li>editauthorities |
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<ul> |
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<ul> |
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<li>Provides access to edit the authority record</li> |
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<li>Edit Authorities</li> |
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</ul> |
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</ul> |
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</li> |
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</li> |
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<li>serials |
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<li>serials |
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<ul> |
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<ul> |
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<li>Allows access to the serials module</li> |
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<li>Manage serial subscriptions</li> |
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<li>This section can be expanded</li> |
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<li>This section can be expanded</li> |
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</ul> |
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</ul> |
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</li> |
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</li> |
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<li>reports |
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<li>reports |
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<ul> |
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<ul> |
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<li>Allow access to the Reports module (ability to create, edit and run all reports)</li> |
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<li>Allow access to the reports module</li> |
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<li>Reports found on the Circulation page are not controlled by this permission</li> |
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<li>Reports found on the Circulation page are not controlled by this permission</li> |
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<li>This section can be expanded</li> |
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<li>This section can be expanded</li> |
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</ul> |
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</ul> |
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</li> |
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</li> |
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<li>staffaccess |
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<li>staffaccess |
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<ul> |
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<ul> |
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<li>Provides the ability to modify login / permissions for staff users</li> |
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<li>Allow staff members to modify permissions for other staff members</li> |
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<li style="color: #990000">Important: Requires the borrowers permission above</li> |
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<li style="color: #990000">Important: Requires the borrowers permission above</li> |
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</ul> |
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</ul> |
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</li> |
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</li> |
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</ul> |
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</ul> |
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Lines 127-139
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<ul> |
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<ul> |
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<li>circulate_remaining_permissions |
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<li>circulate_remaining_permissions |
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<ul> |
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<ul> |
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<li>All circulation rights except the ability to override renewals</li> |
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<li>Remaining circulation permissions</li> |
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<li>All circulation rights except the ability to override renewals</li> |
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</ul> |
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</li> |
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<li>overdues_report |
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<ul> |
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<li>Execute overdue items report</li> |
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<li>The permission to run the overdues reports found under Circulation</li> |
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</ul> |
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</ul> |
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</li> |
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</li> |
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<li>override_renewals |
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<li>override_renewals |
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<ul> |
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<ul> |
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<li>Override blocked renewals</li> |
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<li>Override blocked renewals</li> |
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<li>Requires that the staff member also has circulate_remaining_permissions</li> |
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<li>Requires that the staff member also has circulate_remaining_permissions</li> |
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</ul> |
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</ul> |
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</li> |
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</li> |
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</ul> |
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</ul> |
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Lines 143-156
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<p>If the staff member has 'parameters' permissions they have the ability to perform all of these actions. If you would like to control parameter permissions on a more granular level choose from these options:</p> |
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<p>If the staff member has 'parameters' permissions they have the ability to perform all of these actions. If you would like to control parameter permissions on a more granular level choose from these options:</p> |
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<ul> |
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<ul> |
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<li>manage_circ_rules |
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<li>manage_circ_rules |
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<ul> |
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<ul> |
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<li>The ability to edit circulation and fine rules in the administration area</li> |
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<li>Manage circulation rules</li> |
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<li>The ability to access the Circulation and fines rules in the administration area</li> |
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</ul> |
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</ul> |
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</li> |
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</li> |
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<li>parameters_remaining_permissions |
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<li>parameters_remaining_permissions |
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<ul> |
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<ul> |
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<li>Access to all other areas under Administration</li> |
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<li>Remaining system parameters permissions</li> |
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<li>The ability to access all areas in Administration (other than the Circulation and fine rules)</li> |
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</ul> |
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</ul> |
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</li> |
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</li> |
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</ul> |
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</ul> |
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Lines 162-173
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<ul> |
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<ul> |
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<li>modify_holds_priority |
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<li>modify_holds_priority |
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<ul> |
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<ul> |
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<li>Modify holds priority</li> |
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<li>Allow staff members to alter the holds priority (moving patrons up and down the queue)</li> |
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<li>Allow staff members to alter the holds priority (moving patrons up and down the queue)</li> |
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</ul> |
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</ul> |
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</li> |
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</li> |
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<li>place_holds |
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<li>place_holds |
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<ul> |
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<ul> |
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<li>Allows staff members to place holds for patrons via the staff interface</li> |
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<li>Place holds for patrons</li> |
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</ul> |
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</ul> |
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</li> |
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</li> |
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</ul> |
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</ul> |
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Lines 179-194
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<ul> |
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<ul> |
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<li>edit_catalogue |
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<li>edit_catalogue |
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<ul> |
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<ul> |
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<li>Edit catalog (Modify bibliographic/holdings data)</li> |
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<li>Ability to access all cataloging functions via the Cataloging page</li> |
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<li>Ability to access all cataloging functions via the Cataloging page</li> |
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</ul> |
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</ul> |
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</li> |
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</li> |
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<li>edit_items |
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<li>edit_items |
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<ul> |
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<ul> |
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<li>Ability to make edits to item records, but not bib records</li> |
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<li>Edit items</li> |
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<li>Ability to make edits to item/holdings records, but not bibliographic records</li> |
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</ul> |
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</ul> |
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</li> |
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</li> |
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<li>fast_cataloging |
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<li>fast_cataloging |
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<ul> |
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<ul> |
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<li>Fast cataloging</li> |
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<li>The ability to catalog using only the Fast Add Framework found on the Circulation page</li> |
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<li>The ability to catalog using only the Fast Add Framework found on the Circulation page</li> |
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</ul> |
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</ul> |
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</li> |
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</li> |
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Lines 201-207
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<ul> |
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<ul> |
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<li>budget_add_del |
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<li>budget_add_del |
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<ul> |
223 |
<ul> |
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<li>Ability to add and delete budgets (not modify)</li> |
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<li>Add and delete budgets (but can't modify them)</li> |
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</ul> |
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</ul> |
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</li> |
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</li> |
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<li>budget_manage |
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<li>budget_manage |
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Lines 209-217
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<li>Manage budgets</li> |
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<li>Manage budgets</li> |
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</ul> |
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</ul> |
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</li> |
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</li> |
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<li>budget_manage_all |
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<ul> |
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<li>Manage all budgets</li> |
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</ul> |
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</li> |
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<li>budget_modify |
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<li>budget_modify |
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<ul> |
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<ul> |
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<li>Ability to edit existing budgets (not to add or delete)</li> |
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<li>Modify budget (can't create lines, but can modify existing ones)</li> |
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</ul> |
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</ul> |
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</li> |
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</li> |
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<li>contracts_manage |
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<li>contracts_manage |
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Lines 263-269
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</li> |
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</li> |
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<li>claim_serials |
289 |
<li>claim_serials |
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<ul> |
290 |
<ul> |
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<li>Claim missing serials</li> |
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<li>Claim missing serials via the Claims section</li> |
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</ul> |
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</ul> |
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</li> |
293 |
</li> |
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<li>create_subscription |
294 |
<li>create_subscription |
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Lines 278-298
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</li> |
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</li> |
| 279 |
<li>edit_subscription |
304 |
<li>edit_subscription |
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<ul> |
305 |
<ul> |
| 281 |
<li>Edit (but not delete or create) an existing subscription</li> |
306 |
<li>Edit an existing subscription</li> |
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307 |
<li>This permission does not include the ability to delete or create a subscription</li> |
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</ul> |
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</ul> |
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</li> |
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</li> |
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<li>receive_serials |
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<li>receive_serials |
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<ul> |
311 |
<ul> |
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312 |
<li>Serials receiving</li> |
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<li>Receive serials on existing subscriptions</li> |
313 |
<li>Receive serials on existing subscriptions</li> |
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</ul> |
314 |
</ul> |
| 288 |
</li> |
315 |
</li> |
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<li>renew_subscription |
316 |
<li>renew_subscription |
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<ul> |
317 |
<ul> |
| 291 |
<li>Renew an existing subscription</li> |
318 |
<li>Renew a subscription</li> |
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</ul> |
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</ul> |
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</li> |
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</li> |
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<li>routing |
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<li>routing |
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<ul> |
322 |
<ul> |
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323 |
<li>Routing</li> |
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<li>Manage routing lists</li> |
324 |
<li>Manage routing lists</li> |
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</ul> |
325 |
</ul> |
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</li> |
326 |
</li> |
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Lines 305-401
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| 305 |
<ul> |
333 |
<ul> |
| 306 |
<li>batch_upload_patron_images |
334 |
<li>batch_upload_patron_images |
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<ul> |
335 |
<ul> |
| 308 |
<li>Upload patron images in batch or one at a time (Access to the Image Upload Tool)</li> |
336 |
<li>Upload patron images in batch or one at a time</li> |
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337 |
<li>Access to the Image Upload Tool</li> |
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</ul> |
338 |
</ul> |
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</li> |
339 |
</li> |
| 311 |
<li>delete_anonymize_patrons |
340 |
<li>delete_anonymize_patrons |
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<ul> |
341 |
<ul> |
| 313 |
<li>Delete old borrowers and anonymize circulation/reading history (Access to the Anonymize Patron Tool)</li> |
342 |
<li>Delete old borrowers and anonymize circulation/reading history (deletes borrower reading history)</li> |
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343 |
<li>Access to the Anonymize Patron Tool</li> |
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</ul> |
344 |
</ul> |
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</li> |
345 |
</li> |
| 316 |
<li>edit_calendar |
346 |
<li>edit_calendar |
| 317 |
<ul> |
347 |
<ul> |
| 318 |
<li>Define days when the library is closed (Access to the Calendar/Holidays Tool)</li> |
348 |
<li>Define days when the library is closed</li> |
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349 |
<li>Access to the Calendar/Holidays Tool</li> |
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</ul> |
350 |
</ul> |
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</li> |
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</li> |
| 321 |
<li>edit_news |
352 |
<li>edit_news |
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<ul> |
353 |
<ul> |
| 323 |
<li>Write news for the OPAC and staff interfaces (Access to the News Tool)</li> |
354 |
<li>Write news for the OPAC and staff interfaces</li> |
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355 |
<li>Access to the News Tool</li> |
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</ul> |
356 |
</ul> |
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</li> |
357 |
</li> |
| 326 |
<li>edit_notice_status_triggers |
358 |
<li>edit_notice_status_triggers |
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<ul> |
359 |
<ul> |
| 328 |
<li>Set notice/status triggers for overdue items (Access to the Overdue Notice Status/Triggers Tool)</li> |
360 |
<li>Set notice/status triggers for overdue items</li> |
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361 |
<li>Access to the Overdue Notice Status/TriggersTool</li> |
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</ul> |
362 |
</ul> |
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</li> |
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</li> |
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<li>edit_notices |
364 |
<li>edit_notices |
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<ul> |
365 |
<ul> |
| 333 |
<li>Define notices (Access to the Notices Tool)</li> |
366 |
<li>Define notices</li> |
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367 |
<li>Access to the Notices Tool</li> |
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</ul> |
368 |
</ul> |
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</li> |
369 |
</li> |
| 336 |
<li>export_catalog |
370 |
<li>export_catalog |
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<ul> |
371 |
<ul> |
| 338 |
<li>Export bibliographic and holdings data (Access to the Export Bibliographic & Holdings Data Tool)</li> |
372 |
<li>Export bibliographic, authorities and holdings data</li> |
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373 |
<li>Access to the Export Data Tool</li> |
| 339 |
</ul> |
374 |
</ul> |
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</li> |
375 |
</li> |
| 341 |
<li>import_patrons |
376 |
<li>import_patrons |
| 342 |
<ul> |
377 |
<ul> |
| 343 |
<li>Import patron data (Access to the Import Patrons Tool)</li> |
378 |
<li>Import patron data</li> |
|
|
379 |
<li>Access to the Import Patrons Tool</li> |
| 344 |
</ul> |
380 |
</ul> |
| 345 |
</li> |
381 |
</li> |
| 346 |
<li>inventory |
382 |
<li>inventory |
| 347 |
<ul> |
383 |
<ul> |
| 348 |
<li>Perform inventory (stocktaking) of your catalog (Access to the Inventory Tool)</li> |
384 |
<li>Perform inventory (stocktaking) of your catalog</li> |
|
|
385 |
<li>Access to the Inventory Tool</li> |
| 349 |
</ul> |
386 |
</ul> |
| 350 |
</li> |
387 |
</li> |
| 351 |
<li>items_batchdel |
388 |
<li>items_batchdel |
| 352 |
<ul> |
389 |
<ul> |
| 353 |
<li>Perform batch deletion of items (Access to the Delete a queryset of items Tool)</li> |
390 |
<li>Perform batch deletion of items</li> |
|
|
391 |
<li>Access to the Batch Item Deletion Tool</li> |
| 354 |
</ul> |
392 |
</ul> |
| 355 |
</li> |
393 |
</li> |
| 356 |
<li>items_batchmod |
394 |
<li>items_batchmod |
| 357 |
<ul> |
395 |
<ul> |
| 358 |
<li>Perform batch modification of items (Access to the Modify a queryset of items Tool)</li> |
396 |
<li>Perform batch modification of items</li> |
|
|
397 |
<li>Access to the Batch Item Modification Tool</li> |
| 359 |
</ul> |
398 |
</ul> |
| 360 |
</li> |
399 |
</li> |
| 361 |
<li>label_creator |
400 |
<li>label_creator |
| 362 |
<ul> |
401 |
<ul> |
| 363 |
<li>Create printable labels and barcodes from catalog and patron data (Access to the Label Creator and Quick Label Creator Tools)</li> |
402 |
<li>Create printable labels and barcodes from catalog and patron data</li> |
|
|
403 |
<li>Access to the Label Creator and Quick Label Creator Tools</li> |
| 364 |
</ul> |
404 |
</ul> |
| 365 |
</li> |
405 |
</li> |
| 366 |
<li>manage_csv_profiles |
406 |
<li>manage_csv_profiles |
| 367 |
<ul> |
407 |
<ul> |
| 368 |
<li>Create and edit CSV profiles (Access to the CSV Profiles Tool)</li> |
408 |
<li>Manage CSV export profiles</li> |
|
|
409 |
<li>Access to the CSV Profiles Tool</li> |
| 369 |
</ul> |
410 |
</ul> |
| 370 |
</li> |
411 |
</li> |
| 371 |
<li>manage_staged_marc |
412 |
<li>manage_staged_marc |
| 372 |
<ul> |
413 |
<ul> |
| 373 |
<li>Managed staged MARC records, including completing and reversing imports (Access to the Manage Staged MARC Records Tool)</li> |
414 |
<li>Managed staged MARC records, including completing and reversing imports</li> |
|
|
415 |
<li>Access to the Manage Staged MARC Records Tool</li> |
| 374 |
</ul> |
416 |
</ul> |
| 375 |
</li> |
417 |
</li> |
| 376 |
<li>moderate_comments |
418 |
<li>moderate_comments |
| 377 |
<ul> |
419 |
<ul> |
| 378 |
<li>Moderate patron comments (Access to the Comments and Tags Tools)</li> |
420 |
<li>Moderate patron comments</li> |
|
|
421 |
<li>Access to the Comments Tool</li> |
| 422 |
</ul> |
| 423 |
</li> |
| 424 |
<li>moderate_tags |
| 425 |
<ul> |
| 426 |
<li>Moderate patron tags</li> |
| 427 |
<li>Acces to the Tags Tool</li> |
| 379 |
</ul> |
428 |
</ul> |
| 380 |
</li> |
429 |
</li> |
| 381 |
<li>schedule_tasks |
430 |
<li>schedule_tasks |
| 382 |
<ul> |
431 |
<ul> |
| 383 |
<li>Schedule tasks to run (Access to the Task Scheduler Tool)</li> |
432 |
<li>Schedule tasks to run</li> |
|
|
433 |
<li>Access to the Task Scheduler Tool</li> |
| 384 |
</ul> |
434 |
</ul> |
| 385 |
</li> |
435 |
</li> |
| 386 |
<li>stage_marc_import |
436 |
<li>stage_marc_import |
| 387 |
<ul> |
437 |
<ul> |
| 388 |
<li>Stage MARC records into the reservoir (Access to the Stage MARC Records Tool)</li> |
438 |
<li>Stage MARC records into the reservoir</li> |
|
|
439 |
<li>Access to the Stage MARC Records Tool</li> |
| 389 |
</ul> |
440 |
</ul> |
| 390 |
</li> |
441 |
</li> |
| 391 |
<li>upload_local_cover_images |
442 |
<li>upload_local_cover_images |
| 392 |
<ul> |
443 |
<ul> |
| 393 |
<li>Upload local cover images (Access to the Upload Local Cover Image Tool)</li> |
444 |
<li>Upload local cover images</li> |
|
|
445 |
<li>Access to the Upload Local Cover Image Tool</li> |
| 394 |
</ul> |
446 |
</ul> |
| 395 |
</li> |
447 |
</li> |
| 396 |
<li>view_system_logs |
448 |
<li>view_system_logs |
| 397 |
<ul> |
449 |
<ul> |
| 398 |
<li>Browse the system logs (Access to the Log Viewer Tool)</li> |
450 |
<li>Browse the system logs</li> |
|
|
451 |
<li>Access to the Log Viewer Tool</li> |
| 399 |
</ul> |
452 |
</ul> |
| 400 |
</li> |
453 |
</li> |
| 401 |
</ul> |
454 |
</ul> |
|
Lines 407-422
Link Here
|
| 407 |
<ul> |
460 |
<ul> |
| 408 |
<li>create_reports |
461 |
<li>create_reports |
| 409 |
<ul> |
462 |
<ul> |
|
|
463 |
<li>Create SQL Reports</li> |
| 410 |
<li>The ability to create and edit but not run SQL reports</li> |
464 |
<li>The ability to create and edit but not run SQL reports</li> |
| 411 |
</ul> |
465 |
</ul> |
| 412 |
</li> |
466 |
</li> |
| 413 |
<li>execute_reports |
467 |
<li>execute_reports |
| 414 |
<ul> |
468 |
<ul> |
|
|
469 |
<li>Execure SQL Reports</li> |
| 415 |
<li>The ability to run but not create or edit SQL reports</li> |
470 |
<li>The ability to run but not create or edit SQL reports</li> |
| 416 |
</ul> |
471 |
</ul> |
| 417 |
</li> |
472 |
</li> |
| 418 |
</ul> |
473 |
</ul> |
| 419 |
|
474 |
|
| 420 |
<p><strong>See the full documentation for Patron Permissions in the <a href="http://manual.koha-community.org/3.10/en/patronpermissions.html">manual</a> (online).</strong></p> |
475 |
<p><strong>See the full documentation for Patron Permissions in the <a href="http://manual.koha-community.org/3.12/en/patronpermissions.html">manual</a> (online).</strong></p> |
| 421 |
|
476 |
|
| 422 |
[% INCLUDE 'help-bottom.inc' %] |
477 |
[% INCLUDE 'help-bottom.inc' %] |