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Attachment #145555
Generated HTML of circulation sysprefs chapter	text/html	2023-01-20 19:52:44 UTC	200.44 KB	no flags	Details

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                23.05
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<li class="toctree-l1"><a class="reference internal" href="intro.html">Introduction</a></li>
<li class="toctree-l1"><a class="reference internal" href="installation.html">Introduction to the Koha installation process</a></li>
<li class="toctree-l1"><a class="reference internal" href="installation.html#web-installer">Web installer</a></li>
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<li class="toctree-l1 current"><a class="reference internal" href="globalpreferences.html">Global system preferences</a><ul class="current">
<li class="toctree-l2"><a class="reference internal" href="accountspreferences.html">Accounting</a></li>
<li class="toctree-l2"><a class="reference internal" href="acquisitionspreferences.html">Acquisitions</a></li>
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<li class="toctree-l2"><a class="reference internal" href="authoritiespreferences.html">Authorities</a></li>
<li class="toctree-l2"><a class="reference internal" href="catalogingpreferences.html">Cataloging</a></li>
<li class="toctree-l2 current"><a class="current reference internal" href="#">Circulation</a><ul>
<li class="toctree-l3"><a class="reference internal" href="#article-requests">Article requests</a><ul>
<li class="toctree-l4"><a class="reference internal" href="#articlerequests">ArticleRequests</a></li>
<li class="toctree-l4"><a class="reference internal" href="#articlerequestslinkcontrol">ArticleRequestsLinkControl</a></li>
<li class="toctree-l4"><a class="reference internal" href="#articlerequestsmandatoryfields">ArticleRequestsMandatoryFields</a></li>
<li class="toctree-l4"><a class="reference internal" href="#articlerequestsmandatoryfieldsitemsonly">ArticleRequestsMandatoryFieldsItemsOnly</a></li>
<li class="toctree-l4"><a class="reference internal" href="#articlerequestsmandatoryfieldsrecordonly">ArticleRequestsMandatoryFieldsRecordOnly</a></li>
<li class="toctree-l4"><a class="reference internal" href="#articlerequestsopachostredirection">ArticleRequestsOpacHostRedirection</a></li>
<li class="toctree-l4"><a class="reference internal" href="#articlerequestssupportedformats">ArticleRequestsSupportedFormats</a></li>
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<li class="toctree-l3"><a class="reference internal" href="#batch-checkout">Batch checkout</a><ul>
<li class="toctree-l4"><a class="reference internal" href="#batchcheckouts">BatchCheckouts</a></li>
<li class="toctree-l4"><a class="reference internal" href="#batchcheckoutsvalidcategories">BatchCheckoutsValidCategories</a></li>
</ul>
</li>
<li class="toctree-l3"><a class="reference internal" href="#checkin-policy">Checkin policy</a><ul>
<li class="toctree-l4"><a class="reference internal" href="#blockreturnoflostitems">BlockReturnOfLostItems</a></li>
<li class="toctree-l4"><a class="reference internal" href="#blockreturnofwithdrawnitems">BlockReturnOfWithdrawnItems</a></li>
<li class="toctree-l4"><a class="reference internal" href="#calculatefinesonbackdate">CalculateFinesOnBackdate</a></li>
<li class="toctree-l4"><a class="reference internal" href="#calculatefinesonreturn">CalculateFinesOnReturn</a></li>
<li class="toctree-l4"><a class="reference internal" href="#hidepersonalpatrondetailoncirculation">HidePersonalPatronDetailOnCirculation</a></li>
<li class="toctree-l4"><a class="reference internal" href="#holdsautofill">HoldsAutoFill</a></li>
<li class="toctree-l4"><a class="reference internal" href="#holdsautofillprintslip">HoldsAutoFillPrintSlip</a></li>
<li class="toctree-l4"><a class="reference internal" href="#holdsneedprocessingsip">HoldsNeedProcessingSIP</a></li>
<li class="toctree-l4"><a class="reference internal" href="#skipholdtraponnotforloanvalue">SkipHoldTrapOnNotForLoanValue</a></li>
<li class="toctree-l4"><a class="reference internal" href="#storelastborrower">StoreLastBorrower</a></li>
<li class="toctree-l4"><a class="reference internal" href="#transfersblockcirc">TransfersBlockCirc</a></li>
<li class="toctree-l4"><a class="reference internal" href="#trapholdsonorder">TrapHoldsOnOrder</a></li>
<li class="toctree-l4"><a class="reference internal" href="#updateitemlocationoncheckin">UpdateItemLocationOnCheckin</a></li>
<li class="toctree-l4"><a class="reference internal" href="#updatenotforloanstatusoncheckin">UpdateNotForLoanStatusOnCheckin</a></li>
</ul>
</li>
<li class="toctree-l3"><a class="reference internal" href="#checkout-policy">Checkout policy</a><ul>
<li class="toctree-l4"><a class="reference internal" href="#agerestrictionmarker">AgeRestrictionMarker</a></li>
<li class="toctree-l4"><a class="reference internal" href="#agerestrictionoverride">AgeRestrictionOverride</a></li>
<li class="toctree-l4"><a class="reference internal" href="#allfinesneedoverride">AllFinesNeedOverride</a></li>
<li class="toctree-l4"><a class="reference internal" href="#allowfineoverride">AllowFineOverride</a></li>
<li class="toctree-l4"><a class="reference internal" href="#allowitemsonholdcheckoutsco">AllowItemsOnHoldCheckoutSCO</a></li>
<li class="toctree-l4"><a class="reference internal" href="#allowitemsonholdcheckoutsip">AllowItemsOnHoldCheckoutSIP</a></li>
<li class="toctree-l4"><a class="reference internal" href="#allowmultipleissuesonabiblio">AllowMultipleIssuesOnABiblio</a></li>
<li class="toctree-l4"><a class="reference internal" href="#allownotforloanoverride">AllowNotForLoanOverride</a></li>
<li class="toctree-l4"><a class="reference internal" href="#allowrenewallimitoverride">AllowRenewalLimitOverride</a></li>
<li class="toctree-l4"><a class="reference internal" href="#allowrenewalonholdoverride">AllowRenewalOnHoldOverride</a></li>
<li class="toctree-l4"><a class="reference internal" href="#allowreturntobranch">AllowReturnToBranch</a></li>
<li class="toctree-l4"><a class="reference internal" href="#allowtoomanyoverride">AllowTooManyOverride</a></li>
<li class="toctree-l4"><a class="reference internal" href="#automaticitemreturn">AutomaticItemReturn</a></li>
<li class="toctree-l4"><a class="reference internal" href="#autoreturncheckedoutitems">AutoReturnCheckedOutItems</a></li>
<li class="toctree-l4"><a class="reference internal" href="#circcontrol">CircControl</a></li>
<li class="toctree-l4"><a class="reference internal" href="#consideronsitecheckoutsasnormalcheckouts">ConsiderOnSiteCheckoutsAsNormalCheckouts</a></li>
<li class="toctree-l4"><a class="reference internal" href="#defaultlongoverduechargevalue">DefaultLongOverdueChargeValue</a></li>
<li class="toctree-l4"><a class="reference internal" href="#defaultlongoverduelostvalue-and-defaultlongoverduedays">DefaultLongOverdueLostValue and DefaultLongOverdueDays</a></li>
<li class="toctree-l4"><a class="reference internal" href="#holdsinnoissuescharge">HoldsInNoissuesCharge</a></li>
<li class="toctree-l4"><a class="reference internal" href="#homeorholdingbranch">HomeOrHoldingBranch</a></li>
<li class="toctree-l4"><a class="reference internal" href="#issuelostitem">IssueLostItem</a></li>
<li class="toctree-l4"><a class="reference internal" href="#issuinginprocess">IssuingInProcess</a></li>
<li class="toctree-l4"><a class="reference internal" href="#itemsdeniedrenewal">ItemsDeniedRenewal</a></li>
<li class="toctree-l4"><a class="reference internal" href="#maninvinnoissuescharge">ManInvInNoissuesCharge</a></li>
<li class="toctree-l4"><a class="reference internal" href="#marklostitemsasreturned">MarkLostItemsAsReturned</a></li>
<li class="toctree-l4"><a class="reference internal" href="#maxoutstanding">maxoutstanding</a></li>
<li class="toctree-l4"><a class="reference internal" href="#noissuescharge">noissuescharge</a></li>
<li class="toctree-l4"><a class="reference internal" href="#noissueschargeguarantees">NoIssuesChargeGuarantees</a></li>
<li class="toctree-l4"><a class="reference internal" href="#noissueschargeguarantorswithguarantees">NoIssuesChargeGuarantorsWithGuarantees</a></li>
<li class="toctree-l4"><a class="reference internal" href="#norenewalbeforeprecision">NoRenewalBeforePrecision</a></li>
<li class="toctree-l4"><a class="reference internal" href="#noticebcc">NoticeBcc</a></li>
<li class="toctree-l4"><a class="reference internal" href="#onsitecheckoutautocheck">OnSiteCheckoutAutoCheck</a></li>
<li class="toctree-l4"><a class="reference internal" href="#onsitecheckouts">OnSiteCheckouts</a></li>
<li class="toctree-l4"><a class="reference internal" href="#onsitecheckoutsforce">OnSiteCheckoutsForce</a></li>
<li class="toctree-l4"><a class="reference internal" href="#opacfinenorenewalsblockautorenew">OPACFineNoRenewalsBlockAutoRenew</a></li>
<li class="toctree-l4"><a class="reference internal" href="#overduenoticecalendar">OverdueNoticeCalendar</a></li>
<li class="toctree-l4"><a class="reference internal" href="#overduenoticefrom">OverdueNoticeFrom</a></li>
<li class="toctree-l4"><a class="reference internal" href="#overduesblockcirc">OverduesBlockCirc</a></li>
<li class="toctree-l4"><a class="reference internal" href="#overduesblockrenewing">OverduesBlockRenewing</a></li>
<li class="toctree-l4"><a class="reference internal" href="#printnoticesmaxlines">PrintNoticesMaxLines</a></li>
<li class="toctree-l4"><a class="reference internal" href="#renewaccruingiteminopac">RenewAccruingItemInOpac</a></li>
<li class="toctree-l4"><a class="reference internal" href="#renewaccruingitemwhenpaid">RenewAccruingItemWhenPaid</a></li>
<li class="toctree-l4"><a class="reference internal" href="#renewalperiodbase">RenewalPeriodBase</a></li>
<li class="toctree-l4"><a class="reference internal" href="#renewalsendnotice">RenewalSendNotice</a></li>
<li class="toctree-l4"><a class="reference internal" href="#rentalfeescheckoutconfirmation">RentalFeesCheckoutConfirmation</a></li>
<li class="toctree-l4"><a class="reference internal" href="#rentalsinnoissuescharge">RentalsInNoissuesCharge</a></li>
<li class="toctree-l4"><a class="reference internal" href="#returnbeforeexpiry">ReturnBeforeExpiry</a></li>
<li class="toctree-l4"><a class="reference internal" href="#staffsearchresultsdisplaybranch">StaffSearchResultsDisplayBranch</a></li>
<li class="toctree-l4"><a class="reference internal" href="#switchonsitecheckouts">SwitchOnSiteCheckouts</a></li>
<li class="toctree-l4"><a class="reference internal" href="#transfersmaxdayswarning">TransfersMaxDaysWarning</a></li>
<li class="toctree-l4"><a class="reference internal" href="#unseenrenewals">UnseenRenewals</a></li>
<li class="toctree-l4"><a class="reference internal" href="#usebranchtransferlimits-and-branchtransferlimitstype">UseBranchTransferLimits and BranchTransferLimitsType</a></li>
<li class="toctree-l4"><a class="reference internal" href="#usedaysmode">useDaysMode</a></li>
<li class="toctree-l4"><a class="reference internal" href="#usetransportcostmatrix">UseTransportCostMatrix</a></li>
</ul>
</li>
<li class="toctree-l3"><a class="reference internal" href="#course-reserves">Course reserves</a><ul>
<li class="toctree-l4"><a class="reference internal" href="#usecoursereserves">UseCourseReserves</a></li>
</ul>
</li>
<li class="toctree-l3"><a class="reference internal" href="#fines-policy">Fines policy</a><ul>
<li class="toctree-l4"><a class="reference internal" href="#finescalendar">finesCalendar</a></li>
<li class="toctree-l4"><a class="reference internal" href="#finesincludegraceperiod">FinesIncludeGracePeriod</a></li>
<li class="toctree-l4"><a class="reference internal" href="#finesmode">finesMode</a></li>
<li class="toctree-l4"><a class="reference internal" href="#holdfeemode">HoldFeeMode</a></li>
<li class="toctree-l4"><a class="reference internal" href="#norefundonlostreturneditemsage">NoRefundOnLostReturnedItemsAge</a></li>
<li class="toctree-l4"><a class="reference internal" href="#processingfeenote">ProcessingFeeNote</a></li>
<li class="toctree-l4"><a class="reference internal" href="#refundlostonreturncontrol">RefundLostOnReturnControl</a></li>
<li class="toctree-l4"><a class="reference internal" href="#suspensionscalendar">SuspensionsCalendar</a></li>
<li class="toctree-l4"><a class="reference internal" href="#usedefaultreplacementcost">useDefaultReplacementCost</a></li>
<li class="toctree-l4"><a class="reference internal" href="#whenlostchargereplacementfee">WhenLostChargeReplacementFee</a></li>
<li class="toctree-l4"><a class="reference internal" href="#whenlostforgivefine">WhenLostForgiveFine</a></li>
</ul>
</li>
<li class="toctree-l3"><a class="reference internal" href="#holds-policy">Holds policy</a><ul>
<li class="toctree-l4"><a class="reference internal" href="#allowholddateinfuture">AllowHoldDateInFuture</a></li>
<li class="toctree-l4"><a class="reference internal" href="#allowholditemtypeselection">AllowHoldItemTypeSelection</a></li>
<li class="toctree-l4"><a class="reference internal" href="#allowholdpolicyoverride">AllowHoldPolicyOverride</a></li>
<li class="toctree-l4"><a class="reference internal" href="#allowholdsondamageditems">AllowHoldsOnDamagedItems</a></li>
<li class="toctree-l4"><a class="reference internal" href="#allowholdsonpatronspossessions">AllowHoldsOnPatronsPossessions</a></li>
<li class="toctree-l4"><a class="reference internal" href="#allowrenewalifotheritemsavailable">AllowRenewalIfOtherItemsAvailable</a></li>
<li class="toctree-l4"><a class="reference internal" href="#autoresumesuspendedholds">AutoResumeSuspendedHolds</a></li>
<li class="toctree-l4"><a class="reference internal" href="#canmarkholdstopullaslost">CanMarkHoldsToPullAsLost</a></li>
<li class="toctree-l4"><a class="reference internal" href="#canreservefromotherbranches">canreservefromotherbranches</a></li>
<li class="toctree-l4"><a class="reference internal" href="#confirmfutureholds">ConfirmFutureHolds</a></li>
<li class="toctree-l4"><a class="reference internal" href="#decreaseloanhighholds-decreaseloanhighholdsduration-decreaseloanhighholdsvalue-decreaseloanhighholdscontrol-and-decreaseloanhighholdsignorestatuses">decreaseLoanHighHolds, decreaseLoanHighHoldsDuration, decreaseLoanHighHoldsValue, decreaseLoanHighHoldsControl, and decreaseLoanHighHoldsIgnoreStatuses</a></li>
<li class="toctree-l4"><a class="reference internal" href="#displaymultiplacehold">DisplayMultiPlaceHold</a></li>
<li class="toctree-l4"><a class="reference internal" href="#emaillibrarianwhenholdisplaced">emailLibrarianWhenHoldIsPlaced</a></li>
<li class="toctree-l4"><a class="reference internal" href="#enableitemgroupholds">EnableItemGroupHolds</a></li>
<li class="toctree-l4"><a class="reference internal" href="#enableitemgroups">EnableItemGroups</a></li>
<li class="toctree-l4"><a class="reference internal" href="#excludeholidaysfrommaxpickupdelay">ExcludeHolidaysFromMaxPickUpDelay</a></li>
<li class="toctree-l4"><a class="reference internal" href="#expirereservesmaxpickupdelay">ExpireReservesMaxPickUpDelay</a></li>
<li class="toctree-l4"><a class="reference internal" href="#expirereservesmaxpickupdelaycharge">ExpireReservesMaxPickUpDelayCharge</a></li>
<li class="toctree-l4"><a class="reference internal" href="#expirereservesonholidays">ExpireReservesOnHolidays</a></li>
<li class="toctree-l4"><a class="reference internal" href="#holdssplitqueue">HoldsSplitQueue</a></li>
<li class="toctree-l4"><a class="reference internal" href="#holdssplitqueuenumbering">HoldsSplitQueueNumbering</a></li>
<li class="toctree-l4"><a class="reference internal" href="#localholdspriority-localholdsprioritypatroncontrol-localholdspriorityitemcontrol">LocalHoldsPriority, LocalHoldsPriorityPatronControl, LocalHoldsPriorityItemControl</a></li>
<li class="toctree-l4"><a class="reference internal" href="#maxreserves">maxreserves</a></li>
<li class="toctree-l4"><a class="reference internal" href="#opacallowholddateinfuture">OPACAllowHoldDateInFuture</a></li>
<li class="toctree-l4"><a class="reference internal" href="#opacallowusertochoosebranch">OPACAllowUserToChooseBranch</a></li>
<li class="toctree-l4"><a class="reference internal" href="#opacholdsifavailableatpickup">OPACHoldsIfAvailableAtPickup</a></li>
<li class="toctree-l4"><a class="reference internal" href="#opacholdsifavailableatpickupexceptions">OPACHoldsIfAvailableAtPickupExceptions</a></li>
<li class="toctree-l4"><a class="reference internal" href="#reservescontrolbranch">ReservesControlBranch</a></li>
<li class="toctree-l4"><a class="reference internal" href="#reservesmaxpickupdelay">ReservesMaxPickUpDelay</a></li>
<li class="toctree-l4"><a class="reference internal" href="#reservesneedreturns">ReservesNeedReturns</a></li>
<li class="toctree-l4"><a class="reference internal" href="#staticholdsqueueweight-holdsqueueskipclosed-and-randomizeholdsqueueweight">StaticHoldsQueueWeight, HoldsQueueSkipClosed and RandomizeHoldsQueueWeight</a></li>
<li class="toctree-l4"><a class="reference internal" href="#suspendholdsintranet">SuspendHoldsIntranet</a></li>
<li class="toctree-l4"><a class="reference internal" href="#suspendholdsopac">SuspendHoldsOpac</a></li>
<li class="toctree-l4"><a class="reference internal" href="#transferwhencancelallwaitingholds">TransferWhenCancelAllWaitingHolds</a></li>
<li class="toctree-l4"><a class="reference internal" href="#updateitemwhenlostfromholdlist">UpdateItemWhenLostFromHoldList</a></li>
</ul>
</li>
<li class="toctree-l3"><a class="reference internal" href="#housebound-module">Housebound module</a><ul>
<li class="toctree-l4"><a class="reference internal" href="#houseboundmodule">HouseboundModule</a></li>
</ul>
</li>
<li class="toctree-l3"><a class="reference internal" href="#interface">Interface</a><ul>
<li class="toctree-l4"><a class="reference internal" href="#allowallmessagedeletion">AllowAllMessageDeletion</a></li>
<li class="toctree-l4"><a class="reference internal" href="#allowcheckoutnotes">AllowCheckoutNotes</a></li>
<li class="toctree-l4"><a class="reference internal" href="#allowofflinecirculation">AllowOfflineCirculation</a></li>
<li class="toctree-l4"><a class="reference internal" href="#autoswitchpatron">AutoSwitchPatron</a></li>
<li class="toctree-l4"><a class="reference internal" href="#circautoprintquickslip">CircAutoPrintQuickSlip</a></li>
<li class="toctree-l4"><a class="reference internal" href="#circconfirmitemparts">CircConfirmItemParts</a></li>
<li class="toctree-l4"><a class="reference internal" href="#circsidebar">CircSidebar</a></li>
<li class="toctree-l4"><a class="reference internal" href="#displayclearscreenbutton">DisplayClearScreenButton</a></li>
<li class="toctree-l4"><a class="reference internal" href="#exportcirchistory">ExportCircHistory</a></li>
<li class="toctree-l4"><a class="reference internal" href="#exportremovefields">ExportRemoveFields</a></li>
<li class="toctree-l4"><a class="reference internal" href="#filterbeforeoverduereport">FilterBeforeOverdueReport</a></li>
<li class="toctree-l4"><a class="reference internal" href="#finenotifyatcheckin">FineNotifyAtCheckin</a></li>
<li class="toctree-l4"><a class="reference internal" href="#holdstopullstartdate">HoldsToPullStartDate</a></li>
<li class="toctree-l4"><a class="reference internal" href="#itembarcodefallbacksearch">itemBarcodeFallbackSearch</a></li>
<li class="toctree-l4"><a class="reference internal" href="#itembarcodeinputfilter">itemBarcodeInputFilter</a></li>
<li class="toctree-l4"><a class="reference internal" href="#noticecss">NoticeCSS</a></li>
<li class="toctree-l4"><a class="reference internal" href="#numreturneditemstoshow">numReturnedItemsToShow</a></li>
<li class="toctree-l4"><a class="reference internal" href="#patronautocomplete">PatronAutoComplete</a></li>
<li class="toctree-l4"><a class="reference internal" href="#previousissuesdefaultsortorder">previousIssuesDefaultSortOrder</a></li>
<li class="toctree-l4"><a class="reference internal" href="#recordlocaluseonreturn">RecordLocalUseOnReturn</a></li>
<li class="toctree-l4"><a class="reference internal" href="#showallcheckins">ShowAllCheckins</a></li>
<li class="toctree-l4"><a class="reference internal" href="#specifyduedate">SpecifyDueDate</a></li>
<li class="toctree-l4"><a class="reference internal" href="#specifyreturndate">SpecifyReturnDate</a></li>
<li class="toctree-l4"><a class="reference internal" href="#todaysissuesdefaultsortorder">todaysIssuesDefaultSortOrder</a></li>
<li class="toctree-l4"><a class="reference internal" href="#updatetotalissuesoncirc">UpdateTotalIssuesOnCirc</a></li>
<li class="toctree-l4"><a class="reference internal" href="#usecirculationdesks">UseCirculationDesks</a></li>
<li class="toctree-l4"><a class="reference internal" href="#waitingnotifyatcheckin">WaitingNotifyAtCheckin</a></li>
</ul>
</li>
<li class="toctree-l3"><a class="reference internal" href="#interlibrary-loans">Interlibrary loans</a><ul>
<li class="toctree-l4"><a class="reference internal" href="#circulateill">CirculateILL</a></li>
<li class="toctree-l4"><a class="reference internal" href="#illcheckavailability">ILLCheckAvailability</a></li>
<li class="toctree-l4"><a class="reference internal" href="#illdefaultstaffemail">ILLDefaultStaffEmail</a></li>
<li class="toctree-l4"><a class="reference internal" href="#illhiddenrequeststatuses">ILLHiddenRequestStatuses</a></li>
<li class="toctree-l4"><a class="reference internal" href="#illmodule">ILLModule</a></li>
<li class="toctree-l4"><a class="reference internal" href="#illmodulecopyrightclearance">ILLModuleCopyrightClearance</a></li>
<li class="toctree-l4"><a class="reference internal" href="#illmoduleunmediated">ILLModuleUnmediated</a></li>
<li class="toctree-l4"><a class="reference internal" href="#illopacbackends">ILLOpacbackends</a></li>
<li class="toctree-l4"><a class="reference internal" href="#illsendstaffnotices">ILLSendStaffNotices</a></li>
</ul>
</li>
<li class="toctree-l3"><a class="reference internal" href="#patron-restrictions">Patron restrictions</a><ul>
<li class="toctree-l4"><a class="reference internal" href="#autoremoveoverduesrestrictions">AutoRemoveOverduesRestrictions</a></li>
<li class="toctree-l4"><a class="reference internal" href="#cumulativerestrictionperiods">CumulativeRestrictionPeriods</a></li>
<li class="toctree-l4"><a class="reference internal" href="#patronrestrictiontypes">PatronRestrictionTypes</a></li>
<li class="toctree-l4"><a class="reference internal" href="#restrictionblockrenewing">RestrictionBlockRenewing</a></li>
</ul>
</li>
<li class="toctree-l3"><a class="reference internal" href="#recalls">Recalls</a><ul>
<li class="toctree-l4"><a class="reference internal" href="#recallsmaxpickupdelay">RecallsMaxPickUpDelay</a></li>
<li class="toctree-l4"><a class="reference internal" href="#userecalls">UseRecalls</a></li>
</ul>
</li>
<li class="toctree-l3"><a class="reference internal" href="#return-claims">Return claims</a><ul>
<li class="toctree-l4"><a class="reference internal" href="#claimreturnedchargefee">ClaimReturnedChargeFee</a></li>
<li class="toctree-l4"><a class="reference internal" href="#claimreturnedlostvalue">ClaimReturnedLostValue</a></li>
<li class="toctree-l4"><a class="reference internal" href="#claimreturnedwarningthreshold">ClaimReturnedWarningThreshold</a></li>
</ul>
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<li class="toctree-l3"><a class="reference internal" href="#self-check-in-module-sci-main-pl">Self check-in module (sci-main.pl)</a><ul>
<li class="toctree-l4"><a class="reference internal" href="#selfcheckinmainuserblock">SelfCheckInMainUserBlock</a></li>
<li class="toctree-l4"><a class="reference internal" href="#selfcheckinmodule">SelfCheckInModule</a></li>
<li class="toctree-l4"><a class="reference internal" href="#selfcheckintimeout">SelfCheckInTimeout</a></li>
<li class="toctree-l4"><a class="reference internal" href="#selfcheckinusercss">SelfCheckInUserCSS</a></li>
<li class="toctree-l4"><a class="reference internal" href="#selfcheckinuserjs">SelfCheckInUserJS</a></li>
</ul>
</li>
<li class="toctree-l3"><a class="reference internal" href="#self-check-out-module-sco-main-pl">Self check-out module (sco-main.pl)</a><ul>
<li class="toctree-l4"><a class="reference internal" href="#scouserjs">SCOUserJS</a></li>
<li class="toctree-l4"><a class="reference internal" href="#scomainuserblock">SCOMainUserBlock</a></li>
<li class="toctree-l4"><a class="reference internal" href="#scousercss">SCOUserCSS</a></li>
<li class="toctree-l4"><a class="reference internal" href="#showpatronimageinwebbasedselfcheck">ShowPatronImageInWebBasedSelfCheck</a></li>
<li class="toctree-l4"><a class="reference internal" href="#webbasedselfcheck">WebBasedSelfCheck</a></li>
<li class="toctree-l4"><a class="reference internal" href="#selfcheckoutbylogin">SelfCheckoutByLogin</a></li>
<li class="toctree-l4"><a class="reference internal" href="#selfchecktimeout">SelfCheckTimeout</a></li>
<li class="toctree-l4"><a class="reference internal" href="#scoallowcheckin">SCOAllowCheckin</a></li>
<li class="toctree-l4"><a class="reference internal" href="#selfcheckhelpmessage">SelfCheckHelpMessage</a></li>
<li class="toctree-l4"><a class="reference internal" href="#autoselfcheckallowed-autoselfcheckid-and-autoselfcheckpass">AutoSelfCheckAllowed, AutoSelfCheckID and AutoSelfCheckPass</a></li>
<li class="toctree-l4"><a class="reference internal" href="#selfcheckreceiptprompt">SelfCheckReceiptPrompt</a></li>
<li class="toctree-l4"><a class="reference internal" href="#selfcheckallowbyipranges">SelfCheckAllowByIPRanges</a></li>
</ul>
</li>
<li class="toctree-l3"><a class="reference internal" href="#stock-rotation-module">Stock rotation module</a><ul>
<li class="toctree-l4"><a class="reference internal" href="#stockrotation">StockRotation</a></li>
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  <section id="circulation">
<span id="circulation-system-preferences-label"></span><h1>Circulation<a class="headerlink" href="#circulation" title="Permalink to this headline">ï</a></h1>
<p><em>Get there:</em> More &gt; Administration &gt; Global system preferences &gt; Circulation</p>
<section id="article-requests">
<span id="article-requests-sysprefs-label"></span><h2>Article requests<a class="headerlink" href="#article-requests" title="Permalink to this headline">ï</a></h2>
<section id="articlerequests">
<span id="articlerequests-label"></span><h3>ArticleRequests<a class="headerlink" href="#articlerequests" title="Permalink to this headline">ï</a></h3>
<p>Asks: ___ patrons to place article requests.</p>
<p>Default: Donât enable</p>
<p>Values:</p>
<ul class="simple">
<li><p>Donât enable</p></li>
<li><p>Enable</p></li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>This preference controls whether or not patrons can request articles.</p></li>
<li><p>This is the main switch for the
<a class="reference internal" href="circulation.html#article-requests-circulation-label"><span class="std std-ref">article request</span></a> functionality.</p></li>
</ul>
</section>
<section id="articlerequestslinkcontrol">
<span id="articlerequestslinkcontrol-label"></span><h3>ArticleRequestsLinkControl<a class="headerlink" href="#articlerequestslinkcontrol" title="Permalink to this headline">ï</a></h3>
<p>Asks: ___ article request link on search results.</p>
<p>Default: Use algorithm to show or hide</p>
<p>Values:</p>
<ul class="simple">
<li><p>Always show</p></li>
<li><p>Use algorithm to show or hide</p></li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>On the OPAC results page, either always show the âRequest articleâ link
or check the branch, patron and item type combination to determine
whether or not an article can be requested from this particular record
before displaying the link.</p></li>
</ul>
</section>
<section id="articlerequestsmandatoryfields">
<span id="articlerequestsmandatoryfields-label"></span><h3>ArticleRequestsMandatoryFields<a class="headerlink" href="#articlerequestsmandatoryfields" title="Permalink to this headline">ï</a></h3>
<p>Asks: For records that are record level or item level requestable, make the
following fields mandatory: ___</p>
<p>Default: None selected</p>
<p>Values:</p>
<ul class="simple">
<li><p>[Select all]</p></li>
<li><p>Author</p></li>
<li><p>Chapters</p></li>
<li><p>Date</p></li>
<li><p>Issue</p></li>
<li><p>Pages</p></li>
<li><p>Title</p></li>
<li><p>Volume</p></li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>This preference controls what fields must be filled in before an article
request can be placed for either a record level or item level request.
Choosing [Select all] indicates that all fields listed (Author, Chapters,
Date, Issue, Pages, Title, Volume) must be completed before the article
request can be placed.</p></li>
</ul>
</section>
<section id="articlerequestsmandatoryfieldsitemsonly">
<span id="articlerequestsmandatoryfieldsitemsonly-label"></span><h3>ArticleRequestsMandatoryFieldsItemsOnly<a class="headerlink" href="#articlerequestsmandatoryfieldsitemsonly" title="Permalink to this headline">ï</a></h3>
<p>Asks: For records that are only item level requestable, make the following
fields mandatory: ___</p>
<p>Default: None selected</p>
<p>Values:</p>
<ul class="simple">
<li><p>[Select all]</p></li>
<li><p>Author</p></li>
<li><p>Chapters</p></li>
<li><p>Date</p></li>
<li><p>Issue</p></li>
<li><p>Pages</p></li>
<li><p>Title</p></li>
<li><p>Volume</p></li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>This preference controls what fields must be filled in before an article
request can be placed for an item level request only. Choosing [Select all]
indicates that all fields listed (Author, Chapters, Date, Issue, Pages,
Title, Volume) must be completed before the article request can be placed.</p></li>
</ul>
</section>
<section id="articlerequestsmandatoryfieldsrecordonly">
<span id="articlerequestsmandatoryfieldsrecordonly-label"></span><h3>ArticleRequestsMandatoryFieldsRecordOnly<a class="headerlink" href="#articlerequestsmandatoryfieldsrecordonly" title="Permalink to this headline">ï</a></h3>
<p>Asks: For records that are only record level requestable, make the following
fields mandatory: ___</p>
<p>Default: None selected</p>
<p>Values:</p>
<ul class="simple">
<li><p>[Select all]</p></li>
<li><p>Author</p></li>
<li><p>Chapters</p></li>
<li><p>Date</p></li>
<li><p>Issue</p></li>
<li><p>Pages</p></li>
<li><p>Title</p></li>
<li><p>Volume</p></li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>This preference controls what fields must be filled in before an article
request can be placed for a record level request only. Choosing [Select all]
indicates that all fields listed (Author, Chapters, Date, Issue, Pages,
Title, Volume) must be completed before the article request can be placed.</p></li>
</ul>
</section>
<section id="articlerequestsopachostredirection">
<span id="articlerequestsopachostredirection-label"></span><h3>ArticleRequestsOpacHostRedirection<a class="headerlink" href="#articlerequestsopachostredirection" title="Permalink to this headline">ï</a></h3>
<p>Asks: ___ redirection from child to host based on MARC21 773$w when the
child has no items when requesting articles on the OPAC.</p>
<p>Default: Disable</p>
<p>Values:</p>
<ul class="simple">
<li><p>Disable</p></li>
<li><p>Enable</p></li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>When enabled, if a patron attempts to place an article request from an
analytic record the system will automatically populate some details in the
request from using data from the host record.</p></li>
</ul>
</section>
<section id="articlerequestssupportedformats">
<span id="articlerequestssupportedformats-label"></span><h3>ArticleRequestsSupportedFormats<a class="headerlink" href="#articlerequestssupportedformats" title="Permalink to this headline">ï</a></h3>
<p>Asks: The following article request formats are supported: ___</p>
<p>Default: PHOTOCOPY</p>
<p>Values: Valid choices are currently PHOTOCOPY and SCAN</p>
<p>Description:</p>
<ul class="simple">
<li><p>This system preference controls the choices available in the âFormatâ drop-
down menu when placing an article request.</p></li>
<li><p>The valid choices are PHOTOCOPY and SCAN.</p></li>
<li><p>Separate choices with a pipe (|), for example PHOTOCOPY|SCAN</p></li>
<li><p>The first choice in the list will be the default choice in the article
request form.</p></li>
</ul>
</section>
</section>
<section id="batch-checkout">
<span id="batch-checkout-label"></span><h2>Batch checkout<a class="headerlink" href="#batch-checkout" title="Permalink to this headline">ï</a></h2>
<section id="batchcheckouts">
<span id="batchcheckouts-label"></span><h3>BatchCheckouts<a class="headerlink" href="#batchcheckouts" title="Permalink to this headline">ï</a></h3>
<p>Asks: ___ batch checkouts</p>
<p>Default: Donât allow</p>
<p>Values:</p>
<ul class="simple">
<li><p>Allow</p></li>
<li><p>Donât allow</p></li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>This system preference is the main switch for the
<a class="reference internal" href="circulation.html#batch-checkouts-label"><span class="std std-ref">batch checkout</span></a> functionality</p></li>
<li><p>Make sure to add the patron categories allowed to have batch checkouts in
<a class="reference internal" href="#batchcheckoutsvalidcategories-label"><span class="std std-ref">BatchCheckoutsValidCategories</span></a></p></li>
</ul>
<p>See also:</p>
<ul class="simple">
<li><p><a class="reference internal" href="#batchcheckoutsvalidcategories-label"><span class="std std-ref">BatchCheckoutsValidCategories</span></a></p></li>
</ul>
</section>
<section id="batchcheckoutsvalidcategories">
<span id="batchcheckoutsvalidcategories-label"></span><h3>BatchCheckoutsValidCategories<a class="headerlink" href="#batchcheckoutsvalidcategories" title="Permalink to this headline">ï</a></h3>
<p>Asks: Patron categories allowed to checkout in a batch: ___</p>
<p>Default: none</p>
<p>Values: <a class="reference internal" href="administration.html#patron-categories-label"><span class="std std-ref">patron categories</span></a></p>
<p>Description:</p>
<ul class="simple">
<li><p>Check the patron categories for which batch checkouts are allowed</p></li>
<li><p><a class="reference internal" href="#batchcheckouts-label"><span class="std std-ref">BatchCheckouts</span></a> must be enabled for this preference to have any effect</p></li>
</ul>
<p>See also:</p>
<ul class="simple">
<li><p><a class="reference internal" href="#batchcheckouts-label"><span class="std std-ref">BatchCheckouts</span></a></p></li>
</ul>
</section>
</section>
<section id="checkin-policy">
<span id="checkin-policy-label"></span><h2>Checkin policy<a class="headerlink" href="#checkin-policy" title="Permalink to this headline">ï</a></h2>
<section id="blockreturnoflostitems">
<span id="blockreturnoflostitems-label"></span><h3>BlockReturnOfLostItems<a class="headerlink" href="#blockreturnoflostitems" title="Permalink to this headline">ï</a></h3>
<p>Asks: ___ returning of items that have been lost.</p>
<p>Default: Donât block</p>
<p>Values:</p>
<ul class="simple">
<li><p>Block</p></li>
<li><p>Donât block</p></li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>This preference controls whether and item with a lost status
(952$1 in MARC21) can be checked in or not.</p></li>
</ul>
</section>
<section id="blockreturnofwithdrawnitems">
<span id="blockreturnofwithdrawnitems-label"></span><h3>BlockReturnOfWithdrawnItems<a class="headerlink" href="#blockreturnofwithdrawnitems" title="Permalink to this headline">ï</a></h3>
<p>Asks: ___ returning of items that have been withdrawn.</p>
<p>Default: Block</p>
<p>Values:</p>
<ul class="simple">
<li><p>Block</p></li>
<li><p>Donât block</p></li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>This preference controls whether and item with a withdrawn status
(952$0 in MARC21) can be checked in or not.</p></li>
</ul>
</section>
<section id="calculatefinesonbackdate">
<span id="calculatefinesonbackdate-label"></span><h3>CalculateFinesOnBackdate<a class="headerlink" href="#calculatefinesonbackdate" title="Permalink to this headline">ï</a></h3>
<p>Asks: ___ calculate and update overdue charges when an item is returned with
a backdated return date.</p>
<p>Default: Do</p>
<p>Values:</p>
<ul class="simple">
<li><p>Do</p></li>
<li><p>Donât</p></li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>This system preference is similar to <a class="reference internal" href="#calculatefinesonreturn-label"><span class="std std-ref">CalculateFinesOnReturn</span></a> but is
used when checkins are backdated either through the book drop mode or the
specified return date (see <a class="reference internal" href="#specifyreturndate-label"><span class="std std-ref">SpecifyReturnDate</span></a>).</p></li>
</ul>
</section>
<section id="calculatefinesonreturn">
<span id="calculatefinesonreturn-label"></span><h3>CalculateFinesOnReturn<a class="headerlink" href="#calculatefinesonreturn" title="Permalink to this headline">ï</a></h3>
<p>Asks: ___ calculate and update overdue charges when an item is
returned.</p>
<p>Default: Do</p>
<p>Values:</p>
<ul class="simple">
<li><p>Do</p></li>
<li><p>Donât</p></li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>If this preference is set to âDoâ and the <a class="reference internal" href="cron_jobs.html#cron-fines-label"><span class="std std-ref">fines cron
job</span></a> is off then Koha will calculate fines only
when items are returned. If you have the fines cron job on and this
preference set to âDoâ then this preference will calculate fines
based on the cron (usually run nightly) and then again when you check
the item in. This option is best for those who are doing hourly
loans. If this preference is set to âDonâtâ then fines will only be
accrued if the fines cron job is running.</p></li>
</ul>
<div class="admonition warning">
<p class="admonition-title">Warning</p>
<p>If you are doing hourly loans, this should be set to âDoâ.</p>
</div>
<div class="admonition warning">
<p class="admonition-title">Warning</p>
<p>The <a class="reference internal" href="#finesmode-label"><span class="std std-ref">finesMode</span></a> system preference must be set to âCalculate and chargeâ
in order for this system preference to have any effect.</p>
</div>
</section>
<section id="hidepersonalpatrondetailoncirculation">
<span id="hidepersonalpatrondetailoncirculation-label"></span><h3>HidePersonalPatronDetailOnCirculation<a class="headerlink" href="#hidepersonalpatrondetailoncirculation" title="Permalink to this headline">ï</a></h3>
<p>Asks: ___ hide patrons phone number, email address, street address
and city in the circulation page</p>
<p>Default: Donât</p>
<p>Values:</p>
<ul class="simple">
<li><p>Donât</p></li>
<li><p>Do</p></li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>This preference controls the display of the patronâs phone number,
email address, and physical address from the left side of the screen
(under their picture, if they have one) on the
<a class="reference internal" href="circulation.html#checking-items-out-label"><span class="std std-ref">circulation page</span></a>.</p></li>
<li><p>When set to âDoâ, this information will only be visible on the patronâs
detail page.</p></li>
</ul>
</section>
<section id="holdsautofill">
<span id="holdsautofill-label"></span><h3>HoldsAutoFill<a class="headerlink" href="#holdsautofill" title="Permalink to this headline">ï</a></h3>
<p>Asks: ___ automatically fill holds instead of asking the librarian.</p>
<p>Default: Donât</p>
<p>Values:</p>
<ul class="simple">
<li><p>Do</p></li>
<li><p>Donât</p></li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>If set to âDoâ, the holds confirmation pop-up will not appear upon checking
in a reserved item.</p></li>
</ul>
</section>
<section id="holdsautofillprintslip">
<span id="holdsautofillprintslip-label"></span><h3>HoldsAutoFillPrintSlip<a class="headerlink" href="#holdsautofillprintslip" title="Permalink to this headline">ï</a></h3>
<p>Asks: ___ automatically display the holds slip dialog for auto-filled holds.</p>
<p>Default: Donât</p>
<p>Values:</p>
<ul class="simple">
<li><p>Do</p></li>
<li><p>Donât</p></li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>If set to âDoâ, the holds slip print pop-up will appear automatically
upon checking in a reserved item.</p></li>
<li><p><a class="reference internal" href="#holdsautofill-label"><span class="std std-ref">HoldsAutoFill</span></a> must be set to âdoâ for this preference to have any
effect.</p></li>
</ul>
</section>
<section id="holdsneedprocessingsip">
<span id="holdsneedprocessingsip-label"></span><h3>HoldsNeedProcessingSIP<a class="headerlink" href="#holdsneedprocessingsip" title="Permalink to this headline">ï</a></h3>
<p>Asks: ___ holds automatically if matching item is returned via SIP protocol.</p>
<p>Default: Fulfill</p>
<p>Values:</p>
<ul class="simple">
<li><p>Fulfill</p></li>
<li><p>Donât fulfill</p></li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>This system preference controls whether or not holds are automatically filled
by items returned via SIP (sorter, auto check-in stations, etc.)</p></li>
</ul>
</section>
<section id="skipholdtraponnotforloanvalue">
<span id="skipholdtraponnotforloanvalue-label"></span><h3>SkipHoldTrapOnNotForLoanValue<a class="headerlink" href="#skipholdtraponnotforloanvalue" title="Permalink to this headline">ï</a></h3>
<p>Asks: Never trap items with ânot for loanâ values of ___ to fill holds.</p>
<p>Description:</p>
<ul class="simple">
<li><p>This system preference is used to completely exclude items with ânot for loanâ
values from filling holds.</p></li>
<li><p>Enter <a class="reference internal" href="administration.html#existing-values-label"><span class="std std-ref">NOT_LOAN authorized values</span></a> separated
by pipes (|).</p></li>
</ul>
</section>
<section id="storelastborrower">
<span id="storelastborrower-label"></span><h3>StoreLastBorrower<a class="headerlink" href="#storelastborrower" title="Permalink to this headline">ï</a></h3>
<p>Asks: ___ the last patron to return an item.</p>
<p>Default: Donât store</p>
<p>Values:</p>
<ul class="simple">
<li><p>Donât store</p></li>
<li><p>Store</p></li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>This preference allows you to store the last patron to borrow an item
even if the patron has chosen to have their reading history
anonymized.</p></li>
</ul>
<div class="admonition note">
<p class="admonition-title">Note</p>
<p>This setting is independent of <a class="reference internal" href="opacpreferences.html#opacreadinghistory-label"><span class="std std-ref">opacreadinghistory</span></a> and
<a class="reference internal" href="opacpreferences.html#anonymouspatron-label"><span class="std std-ref">AnonymousPatron</span></a>.</p>
</div>
</section>
<section id="transfersblockcirc">
<span id="transfersblockcirc-label"></span><h3>TransfersBlockCirc<a class="headerlink" href="#transfersblockcirc" title="Permalink to this headline">ï</a></h3>
<p>Asks: ___ staff from continuing to checkin items when a transfer is
triggered.</p>
<p>Default: Block</p>
<p>Values:</p>
<ul class="simple">
<li><p>Donât block</p></li>
<li><p>Block</p></li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>This system preference controls whether or not the transfer pop-up blocks
further checkins.</p></li>
</ul>
</section>
<section id="trapholdsonorder">
<span id="trapholdsonorder-label"></span><h3>TrapHoldsOnOrder<a class="headerlink" href="#trapholdsonorder" title="Permalink to this headline">ï</a></h3>
<p>Asks: ___ items that are not for loan but holdable (notforlan &lt; 0) to fill
holds.</p>
<p>Default: Trap</p>
<p>Values:</p>
<ul class="simple">
<li><p>Donât trap</p></li>
<li><p>Trap</p></li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>This system preference controls whether or not items that have a
<a class="reference internal" href="administration.html#existing-values-label"><span class="std std-ref">NOT_LOAN authorized value</span></a> smaller than 0
(which means that the item can be put on hold, but not checked out), should
be used to fill holds.</p></li>
</ul>
</section>
<section id="updateitemlocationoncheckin">
<span id="updateitemlocationoncheckin-label"></span><h3>UpdateItemLocationOnCheckin<a class="headerlink" href="#updateitemlocationoncheckin" title="Permalink to this headline">ï</a></h3>
<p>Asks: This is a list of value pairs. The first value is followed immediately
by colon, space, then the second value.</p>
<p>Description:</p>
<ul class="simple">
<li><p>This system preference affects the itemâs current and permanent locations
when the item is checked in (whether it was checked out or not).</p></li>
<li><p>If the location value on the left of the colon (:) matches
the itemâs current location, it will be updated to match the location value
on the right of the colon (:).</p></li>
<li><p>The values are the LOC <a class="reference internal" href="administration.html#existing-values-label"><span class="std std-ref">authorised values</span></a>.</p></li>
<li><p>For example, âSTAFF: GENâ will move an item from the staff office to the
general collection when the item is checked in.</p></li>
<li><p>Special terms</p>
<ul>
<li><p>PROC: Processing center. When using PROC, only the current location will
be affected.</p></li>
<li><p>CART: Shelving cart. When using CART, only the current location will be
affected.</p></li>
<li><p>_PERM_: This will use the itemâs permanent location, whatever that
location is.</p></li>
<li><dl class="simple">
<dt>_BLANK_: Used on the left as a first value, it will add a location if</dt><dd><p>there is none. Used on the right as a second value, it will remove the
location.</p>
</dd>
</dl>
</li>
<li><p>_ALL_: Used on the left as a first value, it will affect all items and
override all other rules.</p></li>
</ul>
</li>
</ul>
<div class="admonition warning">
<p class="admonition-title">Warning</p>
<p>Requires YAML syntax to work</p>
<p>This means</p>
<ul class="simple">
<li><p>Make sure there is NO space between the first value and the colon</p></li>
<li><p>Make sure there IS a space between the colon and the second value</p></li>
<li><p>Make sure each pair is on its own line</p></li>
</ul>
</div>
<ul class="simple">
<li><p>If using PROC or CART, use the
<a class="reference internal" href="cron_jobs.html#cron-in-processing-book-cart-label"><span class="std std-ref">cart_to_shelf cron job</span></a> to
return the items to their permanent location after a determined number of
hours.</p></li>
</ul>
</section>
<section id="updatenotforloanstatusoncheckin">
<span id="updatenotforloanstatusoncheckin-label"></span><h3>UpdateNotForLoanStatusOnCheckin<a class="headerlink" href="#updatenotforloanstatusoncheckin" title="Permalink to this headline">ï</a></h3>
<p>Asks: This is a list of value pairs. When an item is checked in, if the
not for loan value on the left matches the items not for loan value it
will be updated to the right-hand value.</p>
<p>Description:</p>
<ul class="simple">
<li><p>This system preference affects the itemâs ânot for loanâ status
when the item is checked in (whether it was checked out or not).</p></li>
<li><p>If the status value on the left of the colon (:) matches
the itemâs current status, it will be updated to match the status value
on the right of the colon (:).</p></li>
<li><p>The values are the NOT_LOAN <a class="reference internal" href="administration.html#existing-values-label"><span class="std std-ref">authorised values</span></a>.</p></li>
<li><p>For example, â-1: 0â will cause an item that was set to âOrderedâ to now be
available for loan</p></li>
</ul>
<div class="admonition warning">
<p class="admonition-title">Warning</p>
<p>Requires YAML syntax to work</p>
<p>This means</p>
<ul class="simple">
<li><p>Make sure there is NO space between the first value and the colon</p></li>
<li><p>Make sure there IS a space between the colon and the second value</p></li>
<li><p>Make sure each pair is on its own line</p></li>
</ul>
</div>
</section>
</section>
<section id="checkout-policy">
<span id="checkout-policy-label"></span><h2>Checkout policy<a class="headerlink" href="#checkout-policy" title="Permalink to this headline">ï</a></h2>
<section id="agerestrictionmarker">
<span id="agerestrictionmarker-label"></span><h3>AgeRestrictionMarker<a class="headerlink" href="#agerestrictionmarker" title="Permalink to this headline">ï</a></h3>
<p>Asks: Restrict patrons with the following target audience values from
checking out inappropriate materials: ___</p>
<p>Description:</p>
<ul>
<li><p>This preference defines certain keywords that will trigger Koha to
restrict checkout based on age. These restrictions can be overridden
by the <a class="reference internal" href="#agerestrictionoverride-label"><span class="std std-ref">AgeRestrictionOverride</span></a>
preference. Enter in this field a series of keywords separated by bar
(|) with no spaces. For example PG|R|E|EC|Age| will look for PG
followed by an age number, R folllowed by an age number, Age followed
by an age number, and so on. These values can appear in any MARC
field, but Library of Congress recommends the 521$a (Target Audience
Note). Whatever field you decide to use you must map the word
agerestriction in the biblioitems table to that field in the <a class="reference internal" href="administration.html#koha-to-marc-mapping-label"><span class="std std-ref">Koha to
MARC Mapping</span></a>. When cataloging you can enter
values like PG 13 or E 10 in the 521$a and Koha will then notify
circulation librarians that the material may not be recommended for
the patron based on their age.</p>
<blockquote>
<div><p><strong>Important</strong></p>
<p>You must map the word agerestriction in the biblioitems table to
the MARC field where this information will appear via the <a class="reference internal" href="administration.html#koha-to-marc-mapping-label"><span class="std std-ref">Koha
to MARC Mapping</span></a> administration area.</p>
</div></blockquote>
</li>
</ul>
</section>
<section id="agerestrictionoverride">
<span id="agerestrictionoverride-label"></span><h3>AgeRestrictionOverride<a class="headerlink" href="#agerestrictionoverride" title="Permalink to this headline">ï</a></h3>
<p>Default: Donât allow</p>
<p>Asks: ___ staff to check out an item with age restriction.</p>
<p>Values:</p>
<ul>
<li><p>Allow</p>
<p><img alt="image25" src="_images/AgeRestrictionOverride.png" /></p>
</li>
<li><p>Donât allow</p>
<p><img alt="image26" src="_images/AgeRestrictionMarker.png" /></p>
</li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>When the <a class="reference internal" href="#agerestrictionmarker-label"><span class="std std-ref">AgeRestrictionMarker</span></a> preference
is set, Koha will try to warn circulation librarians before checking
out an item that might have an age restriction listed in the MARC
record. This preference asks if you would like the staff to be able
to still check out these items to patrons under the age limit.</p></li>
</ul>
</section>
<section id="allfinesneedoverride">
<span id="allfinesneedoverride-label"></span><h3>AllFinesNeedOverride<a class="headerlink" href="#allfinesneedoverride" title="Permalink to this headline">ï</a></h3>
<p>Default: Require</p>
<p>Asks: ___ staff to manually override all fines, even fines less than
<a class="reference internal" href="#noissuescharge-label"><span class="std std-ref">noissuescharge</span></a>.</p>
<p>Values:</p>
<ul class="simple">
<li><p>Donât require</p></li>
<li><p>Require</p></li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>This preference letâs you decide if you want to always be warned that
the patron has fines when checking out. If you have it set to
âRequireâ then no matter how much money the patron owes a message
will pop up warning you that the patron owes money.</p></li>
</ul>
</section>
<section id="allowfineoverride">
<span id="allowfineoverride-label"></span><h3>AllowFineOverride<a class="headerlink" href="#allowfineoverride" title="Permalink to this headline">ï</a></h3>
<p>Default: Donât allow</p>
<p>Asks: ___ staff to manually override and check out items to patrons
who have more than <a class="reference internal" href="#noissuescharge-label"><span class="std std-ref">noissuescharge</span></a> in fines.</p>
<p>Values:</p>
<ul class="simple">
<li><p>Allow</p></li>
<li><p>Donât allow</p></li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>This preference lets you decide if you staff can check out to patrons
who owe more money than you usually let them carry on their account.
If set to âAllowâ staff will be warned that the patrons owes money,
but it wonât stop the staff from checking out to the patron.</p></li>
</ul>
</section>
<section id="allowitemsonholdcheckoutsco">
<span id="allowitemsonholdcheckoutsco-label"></span><h3>AllowItemsOnHoldCheckoutSCO<a class="headerlink" href="#allowitemsonholdcheckoutsco" title="Permalink to this headline">ï</a></h3>
<p>Default: Donât allow</p>
<p>Asks: ___ checkouts of items reserved to someone else in the SCO module.
If allowed do not generate RESERVE_WAITING and RESERVED warning. This
allows self checkouts for those items.</p>
<p>Values:</p>
<ul>
<li><p>Allow</p></li>
<li><p>Donât allow</p>
<blockquote>
<div><p><strong>Important</strong></p>
<p>This system preference relates only to Kohaâs web based self checkout.</p>
</div></blockquote>
</li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>When this preference is set to âAllowâ patrons will be able to use
Kohaâs web based self checkout to check out a book to themselves
even if itâs on hold for someone else. If you would like Koha to
prevent people from checking out books that are on hold for someone
else set this preference to âDonât allowâ.</p></li>
</ul>
</section>
<section id="allowitemsonholdcheckoutsip">
<span id="allowitemsonholdcheckout-label"></span><h3>AllowItemsOnHoldCheckoutSIP<a class="headerlink" href="#allowitemsonholdcheckoutsip" title="Permalink to this headline">ï</a></h3>
<p>Asks: ___ checkouts of items reserved to someone else via SIP checkout
messages.</p>
<p>Default: Donât allow</p>
<p>Values:</p>
<ul>
<li><p>Allow</p></li>
<li><p>Donât allow</p>
<blockquote>
<div><p><strong>Important</strong></p>
<p>This system preference relates only to SIP-based self-checkout, not
Kohaâs web based self checkout.</p>
</div></blockquote>
</li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>When this preference is set to âAllowâ patrons will be able to use
your external self check machine to check out a book to themselves
even if itâs on hold for someone else.</p></li>
<li><p>If you would like Koha to prevent people from checking out books that are
on hold for someone else set this preference to âDonât allowâ.</p></li>
</ul>
</section>
<section id="allowmultipleissuesonabiblio">
<span id="allowmultipleissuesonabiblio-label"></span><h3>AllowMultipleIssuesOnABiblio<a class="headerlink" href="#allowmultipleissuesonabiblio" title="Permalink to this headline">ï</a></h3>
<p>Default: Allow</p>
<p>Asks: ___ patrons to check out multiple items from the same record.</p>
<p>Values:</p>
<ul class="simple">
<li><p>Allow</p></li>
<li><p>Donât allow</p></li>
</ul>
<p>Description:</p>
<ul>
<li><p>If this preference is set to âAllowâ then patrons will be able to
check out multiple copies of the same title at the same time. If itâs
set to âDonât allowâ then patrons will only be allowed to check out
one item attached to a record at a time. Regardless of the option
chosen in this preference records with subscriptions attached will
allow multiple check outs.</p>
<blockquote>
<div><p><strong>Important</strong></p>
<p>This will only effect records without a subscription attached.</p>
</div></blockquote>
</li>
</ul>
</section>
<section id="allownotforloanoverride">
<span id="allownotforloanoverride-label"></span><h3>AllowNotForLoanOverride<a class="headerlink" href="#allownotforloanoverride" title="Permalink to this headline">ï</a></h3>
<p>Default: Allow</p>
<p>Asks: ___ staff to override and check out items that are marked as
not for loan.</p>
<p>Values:</p>
<ul class="simple">
<li><p>Allow</p></li>
<li><p>Donât allow</p></li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>This parameter is a binary setting which controls the ability of
staff (patrons will always be prevented from checking these items
out) to check out items that are marked as ânot for loanâ. Setting it
to âAllowâ would allow such items to be checked out, setting it to
âDonât allowâ would prevent this. This setting determines whether
items meant to stay in the library, such as reference materials, and
other library resources can be checked out by patrons.</p></li>
</ul>
</section>
<section id="allowrenewallimitoverride">
<span id="allowrenewallimitoverride-label"></span><h3>AllowRenewalLimitOverride<a class="headerlink" href="#allowrenewallimitoverride" title="Permalink to this headline">ï</a></h3>
<p>Default: Allow</p>
<p>Asks: ___ staff to manually override the renewal limit and renew a
checkout when it would go over the renewal limit.</p>
<p>Values:</p>
<ul class="simple">
<li><p>Allow</p></li>
<li><p>Donât allow</p></li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>This preference is a binary setting which controls the ability of
staff to override the limits placed on the number of times an item
can be renewed. Setting it to âAllowâ would allow such limits to be
overridden, setting it to âDonât allowâ would prevent this. This is a
preference in which if it is set to âallowâ it would allow the
library staff to use their judgment for overriding the renew limit
for special cases, setting it to âDonât allowâ prevents an
opportunity for abuse by the library staff.</p></li>
</ul>
</section>
<section id="allowrenewalonholdoverride">
<span id="allowrenewalonholdoverride-label"></span><h3>AllowRenewalOnHoldOverride<a class="headerlink" href="#allowrenewalonholdoverride" title="Permalink to this headline">ï</a></h3>
<p>Asks: ___ staff to renew items that are on hold by manually specifying a due date.</p>
<p>Default: Donât allow</p>
<p>Values:</p>
<ul class="simple">
<li><p>Allow</p></li>
<li><p>Donât allow</p></li>
</ul>
<p>Description:</p>
<ul>
<li><p>This preference enables items that are on hold to be renewed with a due date specified by the user.</p>
<p>It can appear in two locations:</p>
<ol class="arabic simple">
<li><p>In the âCheckoutsâ table on the Patron Details screen. It is possible to select on loan items that would otherwise fulfill a hold request to be renewed. When such an item is selected, an additional date selection box is displayed to allow the user to specify the due date for all on hold items that are to be renewed.</p></li>
<li><p>In the Circulation &gt; Renew alert screen. When a barcode of an on loan item that would ordinarily fulfill a hold request is entered, the usual alert is displayed indicating that the item is on hold, it is still possible to override this, and renew. With this preference enabled it is also possible to specify a due date.</p></li>
</ol>
</li>
</ul>
</section>
<section id="allowreturntobranch">
<span id="allowreturntobranch-label"></span><h3>AllowReturnToBranch<a class="headerlink" href="#allowreturntobranch" title="Permalink to this headline">ï</a></h3>
<p>Default: to any library</p>
<p>Asks: Allow materials to be returned to ___</p>
<p>Values:</p>
<ul class="simple">
<li><p>either the library the item is from or the library it was checked out
from.</p></li>
<li><p>only the library the item is from.</p></li>
<li><p>only the library the item was checked out from.</p></li>
<li><p>to any library.</p></li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>This preference lets the library system decide how they will accept
returns. Some systems allow for items to be returned to any library
in the system (the default value of this preference) others want to
limit item returns to only specific branches. This preference will
allow you to limit item returns (checkins) to the branch(es) set in
the value.</p></li>
</ul>
</section>
<section id="allowtoomanyoverride">
<span id="allowtoomanyoverride-label"></span><h3>AllowTooManyOverride<a class="headerlink" href="#allowtoomanyoverride" title="Permalink to this headline">ï</a></h3>
<p>Default: Allow</p>
<p>Asks: ___ staff to override and check out items when the patron has
reached the maximum number of allowed checkouts.</p>
<p>Values:</p>
<ul>
<li><p>Allow</p>
<p><img alt="image27" src="_images/AllowTooManyOverride-yes.png" /></p>
</li>
<li><p>Donât allow</p>
<p><img alt="image28" src="_images/AllowTooManyOverride-no.png" /></p>
</li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>If this preference is set to âAllowâ then staff all will be presented
with an option to checkout more items to a patron than are normally
allowed in the <a class="reference internal" href="administration.html#circulation-and-fines-rules-label"><span class="std std-ref">circulation and fines rules</span></a>. If
this preference is set to âDonât allowâ then no staff member will be
able to check out more than the circulation limit.</p></li>
</ul>
</section>
<section id="automaticitemreturn">
<span id="automaticitemreturn-label"></span><h3>AutomaticItemReturn<a class="headerlink" href="#automaticitemreturn" title="Permalink to this headline">ï</a></h3>
<p>Default: Do</p>
<p>Asks: ___ automatically transfer items to their home branch when they
are returned.</p>
<p>Values:</p>
<ul class="simple">
<li><p>Do</p></li>
<li><p>Donât</p></li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>This preference is a binary setting which determines whether an item
is returned to its home branch automatically or not. If set to
âDonâtâ, the staff member checking an item in at a location other
than the itemâs home branch will be asked whether the item will
remain at the non-home branch (in which case the new location will be
marked as a holding location) or returned. Setting it to âDoâ will
ensure that items checked in at a branch other than their home branch
will be sent to that home branch.</p></li>
</ul>
</section>
<section id="autoreturncheckedoutitems">
<span id="autoreturncheckedoutitems-label"></span><h3>AutoReturnCheckedOutItems<a class="headerlink" href="#autoreturncheckedoutitems" title="Permalink to this headline">ï</a></h3>
<p>Asks: ___ require librarians to manually confirm a checkout where the item
is already checked out to another patron.</p>
<p>Values:</p>
<ul class="simple">
<li><p>Do</p></li>
<li><p>Donât</p></li>
</ul>
<p>Default: Do</p>
<p>Description:</p>
<ul>
<li><p>This preference controls whether Koha asks for a confirmation when trying
to check out an item that is already checked out to another patron.</p></li>
<li><p>Set to âDoâ, Koha will ask the staff member to confirm the check out.</p>
<p><img alt="image1433" src="_images/autoreturncheckedoutitems-do.png" /></p>
</li>
<li><p>Set to âDonâtâ, Koha will simply return the item from the previous
patronâs file and check it out to the actual patron and show a message.</p>
<p><img alt="image1434" src="_images/autoreturncheckedoutitems-dont.png" /></p>
</li>
</ul>
</section>
<section id="circcontrol">
<span id="circcontrol-label"></span><h3>CircControl<a class="headerlink" href="#circcontrol" title="Permalink to this headline">ï</a></h3>
<p>Default: the library the item is from</p>
<p>Asks: Use the checkout and fines rules of ___</p>
<p>Values:</p>
<ul class="simple">
<li><p>the library the item is from</p>
<ul>
<li><p>The <a class="reference internal" href="administration.html#circulation-and-fines-rules-label"><span class="std std-ref">circulation and fines policies</span></a>
will be determined by the itemâs library where <a class="reference internal" href="#homeorholdingbranch-label"><span class="std std-ref">HomeOrHoldingBranch</span></a>
chooses if itemâs home library is used or holding library is used.</p></li>
</ul>
</li>
<li><p>the library the patron is from</p>
<ul>
<li><p>The <a class="reference internal" href="administration.html#circulation-and-fines-rules-label"><span class="std std-ref">circulation and fines policies</span></a>
will be determined the patronâs home library</p></li>
</ul>
</li>
<li><p>the library you are logged in at</p>
<ul>
<li><p>The <a class="reference internal" href="administration.html#circulation-and-fines-rules-label"><span class="std std-ref">circulation and fines policies</span></a> will be
determined by the library that checked the item out to the patron</p></li>
</ul>
</li>
</ul>
</section>
<section id="consideronsitecheckoutsasnormalcheckouts">
<span id="consideronsitecheckoutsasnormalcheckouts-label"></span><h3>ConsiderOnSiteCheckoutsAsNormalCheckouts<a class="headerlink" href="#consideronsitecheckoutsasnormalcheckouts" title="Permalink to this headline">ï</a></h3>
<p>Asks: ___ on-site checkouts as normal checkouts. If enabled, on-site
checkouts will count toward the checkout limit for regular checkouts. The
on-site limit will still apply for on-site checkouts. If disabled, both values
will be checked separately.</p>
<p>Default: Consider</p>
<p>Values:</p>
<ul class="simple">
<li><p>Consider</p></li>
<li><p>Donât consider</p></li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>This preference allows you to decide if checkouts that are considered
<a class="reference internal" href="#onsitecheckouts-label"><span class="std std-ref">on-site checkouts</span></a> are counted toward the total
checkouts a patron can have. You can also set your
<a class="reference internal" href="administration.html#circulation-and-fines-rules-label"><span class="std std-ref">circulation and fines rules</span></a> to
allow only a certain number of normal and on-site checkouts.</p></li>
</ul>
</section>
<section id="defaultlongoverduechargevalue">
<span id="defaultlongoverduechargevalue-label"></span><h3>DefaultLongOverdueChargeValue<a class="headerlink" href="#defaultlongoverduechargevalue" title="Permalink to this headline">ï</a></h3>
<p>Asks: Charge a lost item to the borrowerâs account when the LOST value
of the item changes to ___</p>
<p>Description:</p>
<ul class="simple">
<li><p>Leave this field empty if you donât want to charge the user for lost
items. If you want the user to be charged enter the <a class="reference external" href="#lost">LOST authorized
value</a> you are using in the
<a class="reference internal" href="#defaultlongoverduelostvalue-and-defaultlongoverduedays-label"><span class="std std-ref">DefaultLongOverdueLostValue</span></a>
preference. This preference is used when the <a class="reference internal" href="cron_jobs.html#cron-long-overdues-label"><span class="std std-ref">longoverdue cron
job</span></a> is called without the âcharge parameter.</p></li>
</ul>
</section>
<section id="defaultlongoverduelostvalue-and-defaultlongoverduedays">
<span id="defaultlongoverduelostvalue-and-defaultlongoverduedays-label"></span><h3>DefaultLongOverdueLostValue and DefaultLongOverdueDays<a class="headerlink" href="#defaultlongoverduelostvalue-and-defaultlongoverduedays" title="Permalink to this headline">ï</a></h3>
<p>Asks: By default, set the LOST value of an item to ___ when the item
has been overdue for more than ___ days.</p>
<p>Description:</p>
<ul class="simple">
<li><p>These preferences are used when the <a class="reference internal" href="cron_jobs.html#cron-long-overdues-label"><span class="std std-ref">longoverdue cron
job</span></a> is called without the âlost parameter. It
allows users to set the values of the <a class="reference internal" href="cron_jobs.html#cron-long-overdues-label"><span class="std std-ref">longoverdue
cron</span></a> without having to edit the crontab.
Setting the values to 1 and 30 for example will mark the item with
the <a class="reference external" href="#lost">LOST authorized value</a> of 1 after the item is 30 days
overdue.</p></li>
</ul>
</section>
<section id="holdsinnoissuescharge">
<span id="holdsinnoissuescharge-label"></span><h3>HoldsInNoissuesCharge<a class="headerlink" href="#holdsinnoissuescharge" title="Permalink to this headline">ï</a></h3>
<p>Default: Donât include</p>
<p>Asks: ___ hold charges when summing up charges for noissuescharge.</p>
<p>Values:</p>
<ul class="simple">
<li><p>Donât include</p></li>
<li><p>Include</p></li>
</ul>
</section>
<section id="homeorholdingbranch">
<span id="homeorholdingbranch-label"></span><h3>HomeOrHoldingBranch<a class="headerlink" href="#homeorholdingbranch" title="Permalink to this headline">ï</a></h3>
<p>Default: the itemâs home library (homebranch).</p>
<p>Asks: Use the checkout and fines rules of ___</p>
<p>Values:</p>
<ul class="simple">
<li><p>the itemâs home library (homebranch).</p></li>
<li><p>the itemâs holding library (holdingbranch).</p></li>
</ul>
<p>Description:</p>
<ul>
<li><p>This preference does several things.</p>
<ul class="simple">
<li><p>If <a class="reference internal" href="#circcontrol-label"><span class="std std-ref">CircControl</span></a> is set to âthe library the item
is fromâ then the <a class="reference internal" href="administration.html#circulation-and-fines-rules-label"><span class="std std-ref">circulation and fines
policies</span></a> will be determined by the itemâs
library where HomeOrHoldingBranch chooses if itemâs home library
is used or holding library is used.</p></li>
<li><p>If <a class="reference internal" href="administrationpreferences.html#independentbranches-label"><span class="std std-ref">IndependentBranches</span></a> is set to
âPreventâ then the value of this preference is used in figuring
out if the item can be checked out. If the itemâs home library
does not match the logged in library, the item cannot be checked
out unless you are a <a class="reference internal" href="patrons.html#patron-permissions-defined-label"><span class="std std-ref">superlibrarian</span></a>.</p></li>
</ul>
<blockquote>
<div><p><strong>Important</strong></p>
<p>It is not recommend that this setting be changed after initial setup
of Koha because it will change the behavior of items already checked
out.</p>
</div></blockquote>
</li>
</ul>
</section>
<section id="issuelostitem">
<span id="issuelostitem-label"></span><h3>IssueLostItem<a class="headerlink" href="#issuelostitem" title="Permalink to this headline">ï</a></h3>
<p>Default: display a message</p>
<p>Asks: When issuing an item that has been marked as lost, ___.</p>
<p>Values:</p>
<ul>
<li><p>display a message</p>
<p><img alt="image29" src="_images/IssueLostItem-msg.png" /></p>
</li>
<li><p>do nothing</p>
<ul class="simple">
<li><p>This option will just check the item out without notifying you
that the item was marked lost.</p></li>
</ul>
</li>
<li><p>require confirmation</p>
<p><img alt="image30" src="_images/IssueLostItem-confirm.png" /></p>
</li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>This preference lets you define how library staff are notified that
an item with a lost status is being checked out. This will help staff
mark items as âavailableâ if you choose to âdisplay a messageâ or
ârequire confirmation.^ If you choose to âdo nothing,^ there will be
no notification that the item being checked out is marked as âlost.^</p></li>
</ul>
</section>
<section id="issuinginprocess">
<span id="issuinginprocess-label"></span><h3>IssuingInProcess<a class="headerlink" href="#issuinginprocess" title="Permalink to this headline">ï</a></h3>
<p>Default: Donât prevent</p>
<p>Asks: ___ patrons from checking out an item whose rental charge would
take them over the limit.</p>
<p>Values:</p>
<ul class="simple">
<li><p>Donât prevent</p></li>
<li><p>Prevent</p></li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>This preference determines if a patron can check items out if there
is an overdue fine on the account and any of the materials the patron
wishes to check out will potentially tip the account balance over the
maximum fines policy the library has in place.</p></li>
</ul>
<p>Example: Your library has a $5 limit set for âfinesâ (i.e., after
incurring $5 in fines, a patron can no longer check out items). A patron
comes to the desk with 5 items to check out (4 books and a video) The
patron has $4 in charges already on their account. One of the videos has
a rental charge of $1, therefore making the total fines on the patronâs
account suddenly $5 (the limit).</p>
</section>
<section id="itemsdeniedrenewal">
<span id="itemsdeniedrenewal-label"></span><h3>ItemsDeniedRenewal<a class="headerlink" href="#itemsdeniedrenewal" title="Permalink to this headline">ï</a></h3>
<p>Asks: Define custom rules to deny specific items from renewal.</p>
<p>Description:</p>
<ul>
<li><p>This preference allows you to specify items that should not be renewed
either from the OPAC or staff client.  You can enter any combination of
fields (from the items table in the Koha database) followed by a colon
then a space then a bracketed list of values separated by commas. e.g:</p>
<div class="highlight-default notranslate"><div class="highlight"><pre><span></span><span class="n">ccode</span><span class="p">:</span> <span class="p">[</span><span class="n">NEWFIC</span><span class="p">,</span><span class="n">NULL</span><span class="p">,</span><span class="n">DVD</span><span class="p">]</span>
<span class="n">itype</span><span class="p">:</span> <span class="p">[</span><span class="n">NEWBK</span><span class="p">,</span><span class="s2">&quot;&quot;</span><span class="p">]</span>
</pre></div>
</div>
</li>
<li><p>The word âNULLâ can be used to block renewal on undefined fields,
while an empty string ââ will block on an empty (but defined) field.</p>
<blockquote>
<div><p><strong>Note</strong></p>
<p>If using automatic renewal notices your notice text should be updated to
account for the new reason that renewals may be denied âitem_denied_renewalâ.</p>
</div></blockquote>
</li>
</ul>
</section>
<section id="maninvinnoissuescharge">
<span id="maninvinnoissuescharge-label"></span><h3>ManInvInNoissuesCharge<a class="headerlink" href="#maninvinnoissuescharge" title="Permalink to this headline">ï</a></h3>
<p>Default: Include</p>
<p>Asks: ___ custom debit types when summing up charges for
noissuescharge.</p>
<p>Values:</p>
<ul class="simple">
<li><p>Donât include</p></li>
<li><p>Include</p></li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>This preference lets you decide if charges entered as manual invoices
are included when calculating the
<a class="reference internal" href="#noissuescharge-label"><span class="std std-ref">noissuescharge</span></a>. If this is set to âIncludeâ then
Koha will include all manual invoices when deciding if the patron
owes too much money to check anything else out of the library. If
itâs set to âDonât includeâ then Koha will ignore all manual invoice
charges when figuring out if the patron owes too much money to
checkout additional materials.</p></li>
</ul>
</section>
<section id="marklostitemsasreturned">
<span id="marklostitemsasreturned-label"></span><h3>MarkLostItemsAsReturned<a class="headerlink" href="#marklostitemsasreturned" title="Permalink to this headline">ï</a></h3>
<p>Asks: ___ items as returned when flagged as lost.</p>
<p>Default: Disable</p>
<p>Values:</p>
<ul class="simple">
<li><p>[Select All]</p></li>
<li><p>From the <a class="reference internal" href="circulation.html#holds-to-pull-label"><span class="std std-ref">âholds to pullâ</span></a> list</p></li>
<li><p>From the <a class="reference internal" href="cataloging.html#batch-item-modification-label"><span class="std std-ref">batch item modification tool</span></a></p></li>
<li><p>From the items tab of the catalog module</p></li>
<li><p>From the <a class="reference internal" href="cron_jobs.html#cron-long-overdues-label"><span class="std std-ref">longoverdue cronjob</span></a></p></li>
<li><p>When cataloging an item</p></li>
<li><p>When marking an item as a return claim</p></li>
<li><p>When receiving a payment for the items</p></li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>The library can choose which of these actions or all of these actions, does an
item gets automatically returned from the patronâs account or not.</p></li>
</ul>
</section>
<section id="maxoutstanding">
<span id="maxoutstanding-label"></span><h3>maxoutstanding<a class="headerlink" href="#maxoutstanding" title="Permalink to this headline">ï</a></h3>
<p>Default: 5</p>
<p>Asks: Prevent patrons from making holds on the OPAC if they owe more
than ___ USD in fines.</p>
</section>
<section id="noissuescharge">
<span id="noissuescharge-label"></span><h3>noissuescharge<a class="headerlink" href="#noissuescharge" title="Permalink to this headline">ï</a></h3>
<p>Default: 5</p>
<p>Asks: Prevent patrons from checking out books if they have more than
___ USD in fines.</p>
<p>Description:</p>
<ul class="simple">
<li><p>This preference is the maximum amount of money owed to the library
before the user is banned from borrowing more items. Using the
<a class="reference internal" href="#maninvinnoissuescharge-label"><span class="std std-ref">ManInvInNoissuesCharge</span></a> and
<a class="reference internal" href="#rentalsinnoissuescharge-label"><span class="std std-ref">RentalsInNoissuesCharge</span></a> preferences
you can control which types of charges are considered in this total.
This also coincides with <a class="reference internal" href="#maxoutstanding-label"><span class="std std-ref">maxoutstanding</span></a> that
limits patrons from placing holds when the maximum amount is owed to
the library.</p></li>
</ul>
</section>
<section id="noissueschargeguarantees">
<span id="noissueschargeguarantees-label"></span><h3>NoIssuesChargeGuarantees<a class="headerlink" href="#noissueschargeguarantees" title="Permalink to this headline">ï</a></h3>
<p>Asks: Prevent a patron from checking out if the patron has guarantees
owing in total more than ___ USD in fines.</p>
<p>Description:</p>
<ul class="simple">
<li><p>Allows a library to prevent patrons from checking out items if his or
her guarantees owe too much in fines.</p></li>
</ul>
</section>
<section id="noissueschargeguarantorswithguarantees">
<span id="noissueschargeguarantorswithguarantees-label"></span><h3>NoIssuesChargeGuarantorsWithGuarantees<a class="headerlink" href="#noissueschargeguarantorswithguarantees" title="Permalink to this headline">ï</a></h3>
<p>Asks: Prevent a patron from checking out if the patron has guarantors and those
guarantorâs guarantees owing in total more than ___ (currency) in fines.</p>
<p>Description:</p>
<ul class="simple">
<li><p>Allows a library to prevent patrons from checking out items if their
guarantees or their guaranteesâ other guarantors owe too much in fines.</p></li>
<li><p>This effectively blocks the entire family.</p></li>
</ul>
</section>
<section id="norenewalbeforeprecision">
<span id="norenewalbeforeprecision-label"></span><h3>NoRenewalBeforePrecision<a class="headerlink" href="#norenewalbeforeprecision" title="Permalink to this headline">ï</a></h3>
<p>Default: date</p>
<p>Asks: Calculate âNo renewal beforeâ based on ___.</p>
<p>Values:</p>
<ul>
<li><p>date</p></li>
<li><p>exact time</p>
<blockquote>
<div><p><strong>Note</strong></p>
<p>Only relevant for loans calculated in days, hourly loans are not
affected.</p>
</div></blockquote>
</li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>This preference allows you to control how the âNo renewal beforeâ
option in the <a class="reference internal" href="administration.html#circulation-and-fines-rules-label"><span class="std std-ref">circulation and fines rules</span></a>
administration area.</p></li>
</ul>
</section>
<section id="noticebcc">
<span id="noticebcc-label"></span><h3>NoticeBcc<a class="headerlink" href="#noticebcc" title="Permalink to this headline">ï</a></h3>
<p>Asks: Send all notices as a BCC to this email address ___</p>
<p>This preference makes it so that a librarian can get a copy of every
notice sent out to patrons.</p>
<blockquote>
<div><blockquote>
<div><p><strong>Note</strong></p>
<p>If youâd like more than one person to receive the blind copy you can
simply enter in multiple email addresses separated by commas.</p>
</div></blockquote>
</div></blockquote>
</section>
<section id="onsitecheckoutautocheck">
<span id="onsitecheckoutautocheck-label"></span><h3>OnSiteCheckoutAutoCheck<a class="headerlink" href="#onsitecheckoutautocheck" title="Permalink to this headline">ï</a></h3>
<p>Default: Donât enable</p>
<p>Asks: ___ onsite checkout by default if last checkout was an onsite one.</p>
<p>Values:</p>
<ul class="simple">
<li><p>Donât enable</p></li>
<li><p>Enable</p></li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>This preference allows you specify that if a preceding checkout was an onsite
checkout, then the âOn-site checkoutâ checkbox will be ticked
ready for the next checkout.</p></li>
</ul>
</section>
<section id="onsitecheckouts">
<span id="onsitecheckouts-label"></span><h3>OnSiteCheckouts<a class="headerlink" href="#onsitecheckouts" title="Permalink to this headline">ï</a></h3>
<p>Default: Disable</p>
<p>Asks: ___ the on-site checkouts feature.</p>
<p>Values:</p>
<ul>
<li><p>Disable</p></li>
<li><p>Enable</p>
<p><img alt="image1184" src="_images/OnSiteCheckouts.png" /></p>
</li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>This preference lets you check out items that are ânot for loanâ to
patrons. A checkbox is added to the checkout screen when this
preference is set to âEnableâ labeled âOn-site checkoutâ. This allows
you to track whoâs using items that are normally not for loan or are
in a closed stack setting.</p></li>
</ul>
</section>
<section id="onsitecheckoutsforce">
<span id="onsitecheckoutsforce-label"></span><h3>OnSiteCheckoutsForce<a class="headerlink" href="#onsitecheckoutsforce" title="Permalink to this headline">ï</a></h3>
<p>Default: Disable</p>
<p>Asks: ___ the on-site for all cases (Even if a user is debarred,
etc.).</p>
<p>Values:</p>
<ul>
<li><p>Disable</p></li>
<li><p>Enable</p>
<p><img alt="image31" src="_images/OnSiteCheckoutsForce.png" /></p>
</li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>This preference lets the staff override any restrictions a patron
might have and check out items for use within the library. The
<a class="reference internal" href="#onsitecheckouts-label"><span class="std std-ref">OnSiteCheckouts</span></a> preference must first be set
to âEnableâ for this preference to be considered.</p></li>
</ul>
</section>
<section id="opacfinenorenewalsblockautorenew">
<span id="opacfinenorenewalsblockautorenew-label"></span><h3>OPACFineNoRenewalsBlockAutoRenew<a class="headerlink" href="#opacfinenorenewalsblockautorenew" title="Permalink to this headline">ï</a></h3>
<p>Default: Allow</p>
<p>Asks: If a patron owes more than the value of <a class="reference internal" href="opacpreferences.html#opacfinenorenewals-label"><span class="std std-ref">OPACFineNoRenewals</span></a>,
___ his/her auto renewals.</p>
<p>Values:</p>
<ul class="simple">
<li><p>Allow</p></li>
<li><p>Block</p></li>
</ul>
</section>
<section id="overduenoticecalendar">
<span id="overduenoticecalendar-label"></span><h3>OverdueNoticeCalendar<a class="headerlink" href="#overduenoticecalendar" title="Permalink to this headline">ï</a></h3>
<p>Asks: ___ when working out the period for overdue notices</p>
<p>Default: Ignore calendar</p>
<p>Values:</p>
<ul class="simple">
<li><p>Ignore calendar</p>
<ul>
<li><p>Notices do not take holidays into account, so they will be sent
even if holidays have meant the item is not actually overdue yet</p></li>
</ul>
</li>
<li><p>Use calendar</p>
<ul>
<li><p>Notices take holidays into account, so they will not be sent if
holidays mean the item is not actually overdue yet</p></li>
</ul>
</li>
</ul>
</section>
<section id="overduenoticefrom">
<span id="overduenoticefrom-label"></span><h3>OverdueNoticeFrom<a class="headerlink" href="#overduenoticefrom" title="Permalink to this headline">ï</a></h3>
<p>Asks: Organize and send overdue notices using the ___.</p>
<p>Default: command-line option</p>
<p>Values:</p>
<ul class="simple">
<li><p>command-line option</p></li>
<li><p>item home library</p></li>
<li><p>checkout library</p></li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>This system preference determines which libraryâs information will be used
in the overdue notices (if there is information in the
<a class="reference internal" href="tools.html#notices-and-slips-label"><span class="std std-ref">notice template</span></a> such as
&lt;&lt;branches.branchname&gt;&gt; or &lt;&lt;branches.branchphone&gt;&gt;, or, in the new
syntax, [% branch.branchname %] or [% branch.branchphone %]) and
which email address will be used to send the notices.</p></li>
<li><p>This system preference overrides the âfrombranch parameter in the
<a class="reference internal" href="cron_jobs.html#cron-overdue-notice-label"><span class="std std-ref">overdue_notices.pl cronjob</span></a>.</p></li>
<li><p>When set to âcommand-line optionâ, the library information will be that of
the âfrombranch parameter in the
<a class="reference internal" href="cron_jobs.html#cron-overdue-notice-label"><span class="std std-ref">overdue_notices.pl cronjob</span></a> or the
checkout library if the parameter is absent.</p></li>
<li><p>When set to âitem home libraryâ, the library information will be that of the
overdue itemâs home library.</p></li>
<li><p>When set to âcheckout libraryâ, the library information will be that of the
library at which the overdue item was checked out.</p></li>
</ul>
</section>
<section id="overduesblockcirc">
<span id="overduesblockcirc-label"></span><h3>OverduesBlockCirc<a class="headerlink" href="#overduesblockcirc" title="Permalink to this headline">ï</a></h3>
<p>Default: Ask for confirmation</p>
<p>Asks: ___ when checking out to a borrower that has overdues
outstanding</p>
<p>Values:</p>
<ul class="simple">
<li><p>Ask for confirmation</p>
<ul>
<li><p>Will not let you check an item out to patrons with overdues until
a librarian confirms that it is okay</p></li>
</ul>
</li>
<li><p>Block</p>
<ul>
<li><p>Block all patrons with overdue items from being able to check out</p></li>
</ul>
</li>
<li><p>Donât block</p>
<ul>
<li><p>Allow all patrons with overdue items to continue to check out</p></li>
</ul>
</li>
</ul>
</section>
<section id="overduesblockrenewing">
<span id="overduesblockrenewing-label"></span><h3>OverduesBlockRenewing<a class="headerlink" href="#overduesblockrenewing" title="Permalink to this headline">ï</a></h3>
<p>Default: allow renewing</p>
<p>Asks: When a patronâs checked out item is overdue, ___</p>
<p>Values:</p>
<ul class="simple">
<li><p>allow renewing</p></li>
<li><p>block renewing for all the patronâs items</p></li>
<li><p>block renewing for only this item</p></li>
</ul>
</section>
<section id="printnoticesmaxlines">
<span id="printnoticesmaxlines-label"></span><h3>PrintNoticesMaxLines<a class="headerlink" href="#printnoticesmaxlines" title="Permalink to this headline">ï</a></h3>
<p>Asks: Include up to ___ item lines in a printed overdue notice.</p>
<blockquote>
<div><p><strong>Note</strong></p>
<p>If the number of items is greater than this number, the notice will
end with a warning asking the borrower to check their online account
for a full list of overdue items.</p>
<p><strong>Note</strong></p>
<p>Set to 0 to include all overdue items in the notice, no matter how
many there are.</p>
<p><strong>Important</strong></p>
<p>This preference only refers to the print notices, not those sent via
email.</p>
</div></blockquote>
</section>
<section id="renewaccruingiteminopac">
<span id="renewaccruingiteminopac-label"></span><h3>RenewAccruingItemInOpac<a class="headerlink" href="#renewaccruingiteminopac" title="Permalink to this headline">ï</a></h3>
<p>Asks: If a patron pays off all fines on an overdue item that is accruing fines
in the OPAC via a payment plugin, ___ the item automatically.</p>
<p>Default: Donât renew</p>
<p>Values:</p>
<ul class="simple">
<li><p>Donât renew</p></li>
<li><p>Renew</p></li>
</ul>
<p>Description:</p>
<ul>
<li><p>This system preference allows you to control whether or not overdue items
are renewed if the patron pays the fine online.</p>
<blockquote>
<div><p><strong>Note</strong></p>
<p>If the <a class="reference internal" href="#renewalperiodbase-label"><span class="std std-ref">RenewalPeriodBase</span></a> system preference is set to âdue dateâ,
renewed items may still be overdue even after renewal.</p>
</div></blockquote>
</li>
</ul>
</section>
<section id="renewaccruingitemwhenpaid">
<span id="renewaccruingitemwhenpaid-label"></span><h3>RenewAccruingItemWhenPaid<a class="headerlink" href="#renewaccruingitemwhenpaid" title="Permalink to this headline">ï</a></h3>
<p>Asks: If a patron pays off all fines on an overdue item that is accruing fines
___  the item automatically.</p>
<p>Default: Donât renew</p>
<p>Values:</p>
<ul class="simple">
<li><p>Donât renew</p></li>
<li><p>Renew</p></li>
</ul>
<p>Description:</p>
<ul>
<li><p>This system preference allows you to control whether or not overdue items
are renewed if the fine is paid in the staff interface.</p>
<blockquote>
<div><p><strong>Note</strong></p>
<p>If the <a class="reference internal" href="#renewalperiodbase-label"><span class="std std-ref">RenewalPeriodBase</span></a> system preference is set to âdue dateâ,
renewed items may still be overdue even after renewal.</p>
</div></blockquote>
</li>
</ul>
</section>
<section id="renewalperiodbase">
<span id="renewalperiodbase-label"></span><h3>RenewalPeriodBase<a class="headerlink" href="#renewalperiodbase" title="Permalink to this headline">ï</a></h3>
<p>Default: the old due date of the checkout</p>
<p>Asks: When renewing checkouts, base the new due date on ___</p>
<p>Values:</p>
<ul class="simple">
<li><p>the old due date of the checkout</p></li>
<li><p>the current date</p></li>
</ul>
</section>
<section id="renewalsendnotice">
<span id="renewalsendnotice-label"></span><h3>RenewalSendNotice<a class="headerlink" href="#renewalsendnotice" title="Permalink to this headline">ï</a></h3>
<p>Default: Donât send</p>
<p>Asks: ____ a renewal notice according to patron checkout alert
preferences.</p>
<p>Values:</p>
<ul class="simple">
<li><p>Donât send</p></li>
<li><p>Send</p></li>
</ul>
<p>Description:</p>
<ul>
<li><p>If a patron has chosen to receive a check out notice in their
messaging preferences and this preference is set to âSendâ then those
patrons will also receive a notice when they renew materials. You
will want to set up a <a class="reference internal" href="tools.html#adding-notices-and-slips-label"><span class="std std-ref">new notice</span></a> with the code of
RENEWAL (if you donât already have it) with custom text for renewing
items.</p>
<blockquote>
<div><p><strong>Important</strong></p>
<p>This preference requires that you have
<a class="reference internal" href="patronspreferences.html#enhancedmessagingpreferences-label"><span class="std std-ref">EnhancedMessagingPreferences</span></a>
set to âAllowâ</p>
</div></blockquote>
</li>
</ul>
</section>
<section id="rentalfeescheckoutconfirmation">
<span id="rentalfeescheckoutconfirmation-label"></span><h3>RentalFeesCheckoutConfirmation<a class="headerlink" href="#rentalfeescheckoutconfirmation" title="Permalink to this headline">ï</a></h3>
<p>Default: do not ask</p>
<p>Asks: When checking out an item with rental fees, ___ for
confirmation.</p>
<p>Values:</p>
<ul class="simple">
<li><p>ask</p></li>
</ul>
<blockquote>
<div><p><img alt="image1183" src="_images/RentalFeesCheckoutConfirmation.png" /></p>
</div></blockquote>
<ul class="simple">
<li><p>do not ask</p></li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>If you are charging rental fees for items this preference will make
it so that you can show (or not show) a confirmation before checking
out an item that will incur a rental charge.</p></li>
</ul>
</section>
<section id="rentalsinnoissuescharge">
<span id="rentalsinnoissuescharge-label"></span><h3>RentalsInNoissuesCharge<a class="headerlink" href="#rentalsinnoissuescharge" title="Permalink to this headline">ï</a></h3>
<p>Default: Include</p>
<p>Asks: ___ rental charges when summing up charges for noissuescharge.</p>
<p>Values:</p>
<ul class="simple">
<li><p>Donât include</p></li>
<li><p>Include</p></li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>This preference lets you decide if rental charges are included when
calculating the <a class="reference internal" href="#noissuescharge-label"><span class="std std-ref">noissuescharge</span></a>. If this is set
to include then Koha will include all rental charges when deciding if
the patron owes too much money to check anything else out of the
library. If itâs set to Donât include then Koha will ignore all
rental charges when figuring out if the patron owes too much money to
checkout additional materials.</p></li>
</ul>
</section>
<section id="returnbeforeexpiry">
<span id="returnbeforeexpiry-label"></span><h3>ReturnBeforeExpiry<a class="headerlink" href="#returnbeforeexpiry" title="Permalink to this headline">ï</a></h3>
<p>Default: Donât require</p>
<p>Asks: ___ patrons to return books before their accounts expire (by
restricting due dates to before the patronâs expiration date).</p>
<p>Values:</p>
<ul class="simple">
<li><p>Donât require</p></li>
<li><p>Require</p></li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>This is preference may prevent a patron from having items checked out
after their library card has expired. If this is set to âRequireâ,
then a due date of any checked out item can not be set for a date
which falls after the patronâs card expiration. If the setting is
left âDonât requireâ then item check out dates may exceed the
expiration date for the patronâs library card.</p></li>
</ul>
</section>
<section id="staffsearchresultsdisplaybranch">
<span id="staffsearchresultsdisplaybranch-label"></span><h3>StaffSearchResultsDisplayBranch<a class="headerlink" href="#staffsearchresultsdisplaybranch" title="Permalink to this headline">ï</a></h3>
<p>Default: the library the item is held by</p>
<p>Asks: For search results in the staff client, display the branch of
___</p>
<p>Values:</p>
<ul class="simple">
<li><p>the library the item is from</p></li>
<li><p>the library the items is held by</p></li>
</ul>
</section>
<section id="switchonsitecheckouts">
<span id="switchonsitecheckouts-label"></span><h3>SwitchOnSiteCheckouts<a class="headerlink" href="#switchonsitecheckouts" title="Permalink to this headline">ï</a></h3>
<p>Default: Donât switch</p>
<p>Asks: ___ on-site checkouts to normal checkouts when checked out.</p>
<p>Values:</p>
<ul class="simple">
<li><p>Donât switch</p></li>
<li><p>Switch</p></li>
</ul>
</section>
<section id="transfersmaxdayswarning">
<span id="transfersmaxdayswarning-label"></span><h3>TransfersMaxDaysWarning<a class="headerlink" href="#transfersmaxdayswarning" title="Permalink to this headline">ï</a></h3>
<p>Default: 3</p>
<p>Asks: Show a warning on the âTransfers to Receiveâ screen if the
transfer has not been received ___ days after it is sent.</p>
<p>Description:</p>
<ul class="simple">
<li><p>The TransferMaxDaysWarning preference is set at a default number of
days. This preference allows for a warning to appear after a set
amount of time if an item being transferred between library branches
has not been received. The warning will appear in the <a class="reference internal" href="circulation.html#transfers-to-receive-label"><span class="std std-ref">Transfers to
Receive</span></a> report.</p></li>
</ul>
</section>
<section id="unseenrenewals">
<span id="unseenrenewals-label"></span><h3>UnseenRenewals<a class="headerlink" href="#unseenrenewals" title="Permalink to this headline">ï</a></h3>
<p>Asks: ___ renewals to be recorded as âunseenâ by the library, and count
against the patrons unseen renewals limit.</p>
<p>Default: Donât allow</p>
<p>Values:</p>
<ul class="simple">
<li><p>Donât allow</p></li>
<li><p>Allow</p></li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>This system preference enables the unseen renewals functionality. It allows
staff to mark renewals as âunseenâ, i.e. the staff didnât actually see the
item.</p></li>
<li><p>If you activate this preference, make sure to add a value in the âUnseen
renewals allowed (count)â column of the</p></li>
</ul>
</section>
<section id="usebranchtransferlimits-and-branchtransferlimitstype">
<span id="usebranchtransferlimits-and-branchtransferlimitstype-label"></span><h3>UseBranchTransferLimits and BranchTransferLimitsType<a class="headerlink" href="#usebranchtransferlimits-and-branchtransferlimitstype" title="Permalink to this headline">ï</a></h3>
<p>Defaults: Donât enforce and collection code</p>
<p>Asks: ___ branch transfer limits based on ___</p>
<p>UseBranchTransferLimits Values:</p>
<ul class="simple">
<li><p>Donât enforce</p></li>
<li><p>Enforce</p></li>
</ul>
<p>BranchTransferLimitsType Values:</p>
<ul class="simple">
<li><p>collection code</p></li>
<li><p>item type</p></li>
</ul>
<p>BranchTransferLimitsType Description:</p>
<ul class="simple">
<li><p>This parameter is a binary setting which determines whether items are
transferred according to item type or collection code. This value
determines how the library manager is able to restrict what items can
be transferred between the branches.</p></li>
</ul>
</section>
<section id="usedaysmode">
<span id="usedaysmode-label"></span><h3>useDaysMode<a class="headerlink" href="#usedaysmode" title="Permalink to this headline">ï</a></h3>
<p>Asks: ___ when calculating the date due.</p>
<p>Default: Use the calendar to skip days the library is closed</p>
<p>Values:</p>
<ul class="simple">
<li><p>Use the calendar to skip days the library is closed</p></li>
<li><p>Use the calendar to push the due date to the next open day</p></li>
<li><p>Ignore the calendar</p></li>
<li><p>Use the calendar to push the due date to the next open matching weekday
for weekly loan periods, or the next open day otherwise (Note: This preference
setting only works with loan periods in multiples of 7).</p></li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>This preference controls how scheduled library closures affect the
due date of a material.</p></li>
<li><p>The âUse the calendar to skip all days the library is closedâ setting allows
for a scheduled closure not to count as a day in the loan period.</p></li>
<li><p>The âIgnore the calendarâ setting would not consider the scheduled closure
at all</p></li>
<li><p>The âUse the calendar to push the due date to the next open dayâ would only
affect the due date if the day the item is due would fall specifically on
the day of closure.</p></li>
<li><p>The final option, âUse the calendar to push the due date to the next open
matching weekday for weekly loan periods, or the next open day otherwiseâ
allows libraries to accommodate patrons who may only be able to visit the
library on a certain day of the week, such as part-time students or patrons
who rely on public transport.</p></li>
</ul>
<p>Example:</p>
<ul class="simple">
<li><p>The library has put December 24th and 25th in as closures on the
calendar. A book checked out by a patron has a due date of December
25th according to the circulation and fine rules.</p>
<ul>
<li><p>If this preference is set to âIgnore the calendarâ then the item will
remain due on the 25th.</p></li>
<li><p>If the preference is set to âUse the calendar to push the due date to the
next open dayâ, then the due date will be December 26th.</p></li>
<li><p>If the preference is set to âUsethe calendar to skip all days the library
is closedâ then the due date will be pushed to the 27th of December to
accommodate for the two closed days.</p></li>
<li><p>If the preference is set to âUse the calendar to push the due date to the
next open matching weekday for weekly loan periods, or the next open day
otherwiseâ the item would be due back on January 1st. If January 1st was
also a closed day then the item would be due back on the next available
open day.</p></li>
</ul>
</li>
</ul>
<p>The calendar is defined on a branch by branch basis. To learn more about
the calendar, check out the <a class="reference internal" href="tools.html#calendar-label"><span class="std std-ref">Calendar</span></a>
section of this manual.</p>
</section>
<section id="usetransportcostmatrix">
<span id="usetransportcostmatrix-label"></span><h3>UseTransportCostMatrix<a class="headerlink" href="#usetransportcostmatrix" title="Permalink to this headline">ï</a></h3>
<p>Default: Donât use</p>
<p>Asks: ___ Transport Cost Matrix for calculating optimal holds filling
between branches.</p>
<p>Values:</p>
<ul class="simple">
<li><p>Donât use</p></li>
<li><p>Use</p></li>
</ul>
<p>Description:</p>
<ul>
<li><p>If the system is configured to use the <a class="reference internal" href="administration.html#transport-cost-matrix-label"><span class="std std-ref">Transport cost
matrix</span></a> for filling holds, then when
attempting to fill a hold, the system will search for the lowest cost
branch, and attempt to fill the hold with an item from that branch
first. Branches of equal cost will be selected from randomly. The
branch or branches of the next highest cost shall be selected from
only if all the branches in the previous group are unable to fill the
hold.</p>
<p>The system will use the itemâs current holding branch when
determining whether the item can fulfill a hold using the Transport
Cost Matrix.</p>
</li>
</ul>
</section>
</section>
<section id="course-reserves">
<span id="course-reserves-system-preferences-label"></span><h2>Course reserves<a class="headerlink" href="#course-reserves" title="Permalink to this headline">ï</a></h2>
<section id="usecoursereserves">
<span id="usecoursereserves-label"></span><h3>UseCourseReserves<a class="headerlink" href="#usecoursereserves" title="Permalink to this headline">ï</a></h3>
<p>Default: Donât use</p>
<p>Asks: ___ course reserves</p>
<p>Values:</p>
<ul class="simple">
<li><p>Donât use</p></li>
<li><p>Use</p></li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>The <a class="reference external" href="#coursereserves">Course Reserves</a> module in Koha allows you
to temporarily move items to âreserveâ and assign different
circulation rules to these items while they are being used for a
specific course.</p></li>
</ul>
</section>
</section>
<section id="fines-policy">
<span id="fines-policy-label"></span><h2>Fines policy<a class="headerlink" href="#fines-policy" title="Permalink to this headline">ï</a></h2>
<section id="finescalendar">
<span id="finescalendar-label"></span><h3>finesCalendar<a class="headerlink" href="#finescalendar" title="Permalink to this headline">ï</a></h3>
<p>Asks: ___ when calculating the period for fines.</p>
<p>Default: Use the calendar</p>
<p>Values:</p>
<ul class="simple">
<li><p>Ignore the calendar</p></li>
<li><p>Use the calendar</p></li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>This preference will determine whether or not fines will be accrued
on days where the library is closed. Examples include holidays, library
in-service days, etc.</p></li>
<li><p>If set to âUse the calendarâ, Koha will skip closed days when calculating
the overdue fines.</p></li>
<li><p>If set to âIgnore the calendarâ, fines will be calculated directly, with
no consideration of closed days.</p></li>
</ul>
<blockquote>
<div><p><strong>Important</strong></p>
<p>To make use of this setting your system administrator must first access
Kohaâs :ref:calendar&lt;calendar-label&gt;` and mark closed days as âholidaysâ
ahead of time.</p>
</div></blockquote>
<p>The calendar is defined on a branch by branch basis. To learn more about
the calendar, check out the <a class="reference internal" href="tools.html#calendar-label"><span class="std std-ref">calendar</span></a>
section of this manual.</p>
</section>
<section id="finesincludegraceperiod">
<span id="finesincludegraceperiod-label"></span><h3>FinesIncludeGracePeriod<a class="headerlink" href="#finesincludegraceperiod" title="Permalink to this headline">ï</a></h3>
<p>Default: Include</p>
<p>Asks: ___ the grace period when calculating the fine for an overdue
item.</p>
<p>Values:</p>
<ul class="simple">
<li><p>Donât include</p></li>
<li><p>Include</p></li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>This preference lets you control how Koha calculates fines when there
is a grace period. If you choose to include the grace period when
calculating fines then Koha will charge for the days in the grace
period should the item be overdue more than those days. If you choose
not to include the grace period then Koha will only charge for the
days overdue after the grace period.</p></li>
</ul>
</section>
<section id="finesmode">
<span id="finesmode-label"></span><h3>finesMode<a class="headerlink" href="#finesmode" title="Permalink to this headline">ï</a></h3>
<p>Asks: ___ fines</p>
<p>Default: Donât calculate</p>
<p>Values:</p>
<ul>
<li><p>Donât calculate</p></li>
<li><p>Calculate and charge</p>
<blockquote>
<div><p><strong>Important</strong></p>
<p>If this system preference is set to âCalculate and chargeâ, you must either
add the <a class="reference internal" href="cron_jobs.html#cron-fines-label"><span class="std std-ref">fines cron job</span></a> to your crontab, or enable
<a class="reference internal" href="#calculatefinesonreturn-label"><span class="std std-ref">CalculateFinesOnReturn</span></a></p>
<p>If the cronjobs/fines.pl cronjob is being run, accruing and final fines will
be calculated when the cron runs and accruing fines will be finalized when
an item is returned. If CalculateFinesOnReturn is enabled, final fines will
be calculated when an item is returned.</p>
</div></blockquote>
</li>
</ul>
</section>
<section id="holdfeemode">
<span id="holdfeemode-label"></span><h3>HoldFeeMode<a class="headerlink" href="#holdfeemode" title="Permalink to this headline">ï</a></h3>
<p>Default: only if all items are checked out and the record has at least one hold already.</p>
<p>Asks: Charge a hold fee ___</p>
<p>Values:</p>
<ul class="simple">
<li><p>any time a hold is collected.</p></li>
<li><p>any time a hold is placed.</p></li>
<li><p>only if all items are checked out and the record has at least one hold already.</p></li>
</ul>
</section>
<section id="norefundonlostreturneditemsage">
<span id="norefundonlostreturneditemsage-label"></span><h3>NoRefundOnLostReturnedItemsAge<a class="headerlink" href="#norefundonlostreturneditemsage" title="Permalink to this headline">ï</a></h3>
<p>Asks: Donât refund lost fees if a lost item is checked in more than ___ days
after it was marked lost.</p>
<p>Description:</p>
<ul class="simple">
<li><p>Enter a number of days after which lost items are not refunded.</p></li>
</ul>
<p><strong>Note</strong></p>
<p>Set the refund policy in the <a class="reference internal" href="administration.html#item-fee-refund-on-return-label"><span class="std std-ref">default lost item fee refund on return policy</span></a>
rule in the <a class="reference internal" href="administration.html#circulation-and-fines-rules-label"><span class="std std-ref">circulation and fines rules</span></a>.</p>
</section>
<section id="processingfeenote">
<span id="processingfeenote-label"></span><h3>ProcessingFeeNote<a class="headerlink" href="#processingfeenote" title="Permalink to this headline">ï</a></h3>
<p>Asks: Set the text to be recorded in the column ânoteâ, table âaccountlinesâ when the processing fee (defined in item type) is applied.</p>
</section>
<section id="refundlostonreturncontrol">
<span id="refundlostonreturncontrol-label"></span><h3>RefundLostOnReturnControl<a class="headerlink" href="#refundlostonreturncontrol" title="Permalink to this headline">ï</a></h3>
<p>Asks: If a lost item is returned, apply the refunding rules defined
in the ___</p>
<p>Default: check-in library.</p>
<p>Values:</p>
<ul class="simple">
<li><p>check-in library.</p></li>
<li><p>item holding branch.</p></li>
<li><p>item home branch.</p></li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>This refers to the <a class="reference internal" href="administration.html#item-fee-refund-on-return-label"><span class="std std-ref">default lost item fee refund on return policy</span></a>
rule in the <a class="reference internal" href="administration.html#circulation-and-fines-rules-label"><span class="std std-ref">circulation and fines rules</span></a>.</p></li>
</ul>
<p><strong>Note</strong></p>
<p>You can limit the number of days after which a lost item is not refunded using
the <a class="reference internal" href="#norefundonlostreturneditemsage-label"><span class="std std-ref">NoRefundOnLostReturnedItemsAge</span></a> system preference.</p>
</section>
<section id="suspensionscalendar">
<span id="suspensionscalendar-label"></span><h3>SuspensionsCalendar<a class="headerlink" href="#suspensionscalendar" title="Permalink to this headline">ï</a></h3>
<p>Default: not including the days the library is closed</p>
<p>Asks: Calculate suspension expiration based on days overdue ___</p>
<p>Values:</p>
<ul class="simple">
<li><p>Ignore the calendar</p></li>
<li><p>Use the calendar</p></li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>This system preference determines whether the <a class="reference internal" href="tools.html#calendar-label"><span class="std std-ref">calendar</span></a> is taken into
account when making suspension calculations.  Suspension rules can be
configured within the <a class="reference internal" href="administration.html#circulation-and-fines-rules-label"><span class="std std-ref">circulation rules</span></a>.
If set to âdirectlyâ the suspension period will ignore any closed days
that have been added to the calendar.  If set to ânot including the
days the library is closedâ any days marked as closed within the calendar
will be skipped when calculating the end date for the suspension.</p></li>
</ul>
</section>
<section id="usedefaultreplacementcost">
<span id="usedefaultreplacementcost-label"></span><h3>useDefaultReplacementCost<a class="headerlink" href="#usedefaultreplacementcost" title="Permalink to this headline">ï</a></h3>
<p>Default: Donât use</p>
<p>Asks: ___ the default replacement cost defined in item type.</p>
<p>Values:</p>
<ul class="simple">
<li><p>Donât use</p></li>
<li><p>Use</p></li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>This preference enables the use of the replacement cost set on the item type level</p></li>
</ul>
</section>
<section id="whenlostchargereplacementfee">
<span id="whenlostchargereplacementfee-label"></span><h3>WhenLostChargeReplacementFee<a class="headerlink" href="#whenlostchargereplacementfee" title="Permalink to this headline">ï</a></h3>
<p>Default: Charge</p>
<p>Asks: ___ the replacement price when a patron loses an item.</p>
<p>Values:</p>
<ul class="simple">
<li><p>Charge</p></li>
<li><p>Donât charge</p></li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>This preference lets you tell Koha what to do with an item is marked
lost. If you want Koha can âChargeâ the patron the replacement fee
listed on the item they lost or it can do nothing in reference to the
patron and just mark the item lost in the catalog.</p></li>
</ul>
</section>
<section id="whenlostforgivefine">
<span id="whenlostforgivefine-label"></span><h3>WhenLostForgiveFine<a class="headerlink" href="#whenlostforgivefine" title="Permalink to this headline">ï</a></h3>
<p>Default: Donât forgive</p>
<p>Asks: ___ the fines on an item when it is lost.</p>
<p>Values:</p>
<ul class="simple">
<li><p>Donât forgive</p></li>
<li><p>Forgive</p></li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>This preference allows the library to decide if fines are charged in
addition to the replacement fee when an item is marked as lost. If
this preference is set to âForgiveâ then the patron wonât be charged
fines in addition to the replacement fee.</p></li>
</ul>
</section>
</section>
<section id="holds-policy">
<span id="holds-policy-label"></span><h2>Holds policy<a class="headerlink" href="#holds-policy" title="Permalink to this headline">ï</a></h2>
<section id="allowholddateinfuture">
<span id="allowholddateinfuture-label"></span><h3>AllowHoldDateInFuture<a class="headerlink" href="#allowholddateinfuture" title="Permalink to this headline">ï</a></h3>
<p>Asks: [<strong>Allow</strong> | Donât allow] hold requests to be placed that do not enter the waiting
list until a certain future date.</p>
</section>
<section id="allowholditemtypeselection">
<span id="allowholditemtypeselection-label"></span><h3>AllowHoldItemTypeSelection<a class="headerlink" href="#allowholditemtypeselection" title="Permalink to this headline">ï</a></h3>
<p>Asks: [Allow | <strong>Donât allow</strong>] hold fulfillment to be limited by itemtype.</p>
</section>
<section id="allowholdpolicyoverride">
<span id="allowholdpolicyoverride-label"></span><h3>AllowHoldPolicyOverride<a class="headerlink" href="#allowholdpolicyoverride" title="Permalink to this headline">ï</a></h3>
<p>Asks: [<strong>Allow</strong> | Donât allow] staff to override hold policies when placing holds.</p>
<p>Description:</p>
<ul class="simple">
<li><p>This preference is a binary setting which controls whether or not the
library staff can override the circulation and fines rules as they
pertain to the placement of holds. Setting this value to âDonât
allowâ will prevent anyone from overriding, setting it to âAllowâ
will allow it. This setting is important because it determines how
strict the libraries rules for placing holds are. If this is set to
âAllowâ, exceptions can be made for patrons who are otherwise
normally in good standing with the library, but there is opportunity
for the staff to abuse this function. If it is set to âDonât allowâ,
no abuse of the system is possible, but it makes the system entirely
inflexible in respect to holds.</p></li>
</ul>
</section>
<section id="allowholdsondamageditems">
<span id="allowholdsondamageditems-label"></span><h3>AllowHoldsOnDamagedItems<a class="headerlink" href="#allowholdsondamageditems" title="Permalink to this headline">ï</a></h3>
<p>Asks: [<strong>Allow</strong> | Donât allow] hold requests to be placed on damaged items.</p>
<p>Description:</p>
<ul class="simple">
<li><p>This parameter is a binary setting which controls whether or not hold
requests can be placed on items that are marked as âdamagedâ (items
are marked as damaged by editing subfield 4 on the item record).
Setting this value to âDonât allowâ will prevent anyone from placing
a hold on such items, setting it to âAllowâ will allow it. This
preference is important because it determines whether or not a patron
can place a request for an item that might be in the process of being
repaired or not in good condition. The library may wish to set this
to âDonât allowâ if they were concerned about their patrons not
receiving the item in a timely manner or at all (if it is determined
that the item is beyond repair). Setting it to âAllowâ would allow a
patron to place a hold on an item and therefore receive it as soon as
it becomes available.</p></li>
</ul>
</section>
<section id="allowholdsonpatronspossessions">
<span id="allowholdsonpatronspossessions-label"></span><h3>AllowHoldsOnPatronsPossessions<a class="headerlink" href="#allowholdsonpatronspossessions" title="Permalink to this headline">ï</a></h3>
<p>Asks: [<strong>Allow</strong> | Donât allow] a patron to place a hold on a record where the patron
already has one or more items attached to that record checked out.</p>
<p>Description:</p>
<ul class="simple">
<li><p>By setting to âDonât allow,â you can prevent patrons from placing
holds on items they already have out, thus preventing them from
blocking anyone else from getting an item.</p></li>
</ul>
</section>
<section id="allowrenewalifotheritemsavailable">
<span id="allowrenewalifotheritemsavailable-label"></span><h3>AllowRenewalIfOtherItemsAvailable<a class="headerlink" href="#allowrenewalifotheritemsavailable" title="Permalink to this headline">ï</a></h3>
<p>Asks: [Allow | <strong>Donât allow</strong>] a patron to renew an item with unfilled holds if other
available items can fill that hold.</p>
</section>
<section id="autoresumesuspendedholds">
<span id="autoresumesuspendedholds-label"></span><h3>AutoResumeSuspendedHolds<a class="headerlink" href="#autoresumesuspendedholds" title="Permalink to this headline">ï</a></h3>
<p>Asks: [<strong>Allow</strong> | Donât allow] suspended holds to be automatically resumed by a set date.</p>
<p>Description:</p>
<ul>
<li><p>If this preference is set to âAllowâ then all suspended holds will be
able to have a date at after which they automatically become
unsuspended. If you have this preference set to âAllowâ you will also
need the <a class="reference internal" href="cron_jobs.html#cron-unsuspend-holds-label"><span class="std std-ref">Unsuspend Holds</span></a> cron job running.</p>
<blockquote>
<div><p><strong>Important</strong></p>
<p>The holds will become unsuspended the date after that entered by the
patron.</p>
</div></blockquote>
</li>
</ul>
</section>
<section id="canmarkholdstopullaslost">
<span id="canmarkholdstopullaslost-label"></span><h3>CanMarkHoldsToPullAsLost<a class="headerlink" href="#canmarkholdstopullaslost" title="Permalink to this headline">ï</a></h3>
<p>Asks: [Allow to mark items as lost | Allow to mark items as lost and notify the
patron | <strong>Do not allow to mark items as lot</strong>] from the âHolds to pullâ screen</p>
<p>Description:</p>
<ul class="simple">
<li><p>This preference lets you choose whether the staff can mark items
as lost directly from the âHolds to pullâ list if they canât
find the item on the shelf.</p></li>
<li><p>The actual lost value that will be assigned to the item is defined in the
<a class="reference internal" href="#updateitemwhenlostfromholdlist-label"><span class="std std-ref">UpdateItemWhenLostFromHoldList</span></a> system preference.</p></li>
</ul>
</section>
<section id="canreservefromotherbranches">
<span id="canreservefromotherbranches-label"></span><h3>canreservefromotherbranches<a class="headerlink" href="#canreservefromotherbranches" title="Permalink to this headline">ï</a></h3>
<p>Asks: [<strong>Allow</strong> | Donât allow (with <a class="reference internal" href="administrationpreferences.html#independentbranches-label"><span class="std std-ref">IndependentBranches</span></a>)] a user from one library to place a hold on an item from
another library</p>
<p>Description:</p>
<ul class="simple">
<li><p>This preference is a binary setting which determines whether patrons
can place holds on items from other branches. If the preference is
set to âAllowâ patrons can place such holds, if it is set to âDonât
allowâ they cannot. This is an important setting because it
determines if users can use Koha to request items from another
branch. If the library is sharing an installation of Koha with other
independent libraries which do not wish to allow interlibrary
borrowing it is recommended that this parameter be set to âDonât
allowâ.</p></li>
</ul>
</section>
<section id="confirmfutureholds">
<span id="confirmfutureholds-label"></span><h3>ConfirmFutureHolds<a class="headerlink" href="#confirmfutureholds" title="Permalink to this headline">ï</a></h3>
<p>Asks: Confirm future hold requests (starting no later than [<strong>0</strong>] days
from now) at checkin time.</p>
<p>Description:</p>
<ul>
<li><p>When confirming a hold at checkin time, the number of days in this
preference is taken into account when deciding which holds to show
alerts for. This preference does not interfere with renewing,
checking out or transferring a book.</p>
<blockquote>
<div><p><strong>Note</strong></p>
<p>This number of days will be used too in calculating the default end
date for the Holds to pull-report. But it does not interfere with
issuing, renewing or transferring books.</p>
<p><strong>Important</strong></p>
<p>This preference is only looked at if youâre allowing hold dates in
the future with <a class="reference internal" href="#allowholddateinfuture-label"><span class="std std-ref">AllowHoldDateInFuture</span></a>
or <a class="reference internal" href="#opacallowholddateinfuture-label"><span class="std std-ref">OPACAllowHoldDateInFuture</span></a></p>
</div></blockquote>
</li>
</ul>
</section>
<section id="decreaseloanhighholds-decreaseloanhighholdsduration-decreaseloanhighholdsvalue-decreaseloanhighholdscontrol-and-decreaseloanhighholdsignorestatuses">
<span id="decreaseloanhighholds-preferences-label"></span><h3>decreaseLoanHighHolds, decreaseLoanHighHoldsDuration, decreaseLoanHighHoldsValue, decreaseLoanHighHoldsControl, and decreaseLoanHighHoldsIgnoreStatuses<a class="headerlink" href="#decreaseloanhighholds-decreaseloanhighholdsduration-decreaseloanhighholdsvalue-decreaseloanhighholdscontrol-and-decreaseloanhighholdsignorestatuses" title="Permalink to this headline">ï</a></h3>
<p>Asks: [<strong>Donât enable</strong> | Enable] the reduction of loan period to [<strong>(empty)</strong>] days for high demand items
with more than [<strong>(empty)</strong>] holds [over the number of holdable items on the records | <strong>on the record</strong>] . Ignore items with the following statuses
when counting items [[Select all] | Damaged | Lost | Not for loan | Withdrawn]</p>
<p>Description:</p>
<ul>
<li><p>These preferences let you change the loan length for items that have
many holds on them. This will not affect items that are already
checked out, but items that are checked out after the
decreaseLoanHighHoldsValue is met will only be checked out for the
number of days entered in the decreaseLoanHighHoldsDuration
preference.</p>
<p><img alt="Alert message upon checkout that says &quot;Please confirm checkout High demand item Loan period shortened to 7 days (due 08/04/2022). Check out anyway?&quot;" src="_images/decreaseLoanHighHoldsDuration.png" /></p>
</li>
</ul>
</section>
<section id="displaymultiplacehold">
<span id="displaymultiplacehold-label"></span><h3>DisplayMultiPlaceHold<a class="headerlink" href="#displaymultiplacehold" title="Permalink to this headline">ï</a></h3>
<p>Asks: [<strong>Donât enable</strong> | Enable] the ability to place holds on multiple biblio from the
search results</p>
</section>
<section id="emaillibrarianwhenholdisplaced">
<span id="emaillibrarianwhenholdisplaced-label"></span><h3>emailLibrarianWhenHoldIsPlaced<a class="headerlink" href="#emaillibrarianwhenholdisplaced" title="Permalink to this headline">ï</a></h3>
<p>Asks: [<strong>Donât enable</strong> | Enable] sending an email to the Koha administrator email address
whenever a hold request is placed.</p>
<p>Description:</p>
<ul>
<li><p>This preference enables Koha to email the library staff whenever a
patron requests an item to be held. While this function will
immediately alert the librarian to the patronâs need, it is extremely
impractical in most library settings. In most libraries the hold
lists are monitored and maintained from a separate interface. That
said, many libraries that allow on shelf holds prefer to have this
preference turned on so that they are alerted to pull an item from
the shelf.</p>
<blockquote>
<div><p><strong>Important</strong></p>
<p>In order for this email to send you must have a
<a class="reference internal" href="tools.html#notices-and-slips-label"><span class="std std-ref">notice</span></a> template with the code of HOLDPLACED</p>
<p><strong>Important</strong></p>
<p>This notice will only be sent if the <a class="reference internal" href="cron_jobs.html#cron-message-queue-label"><span class="std std-ref">process_message_queue.pl
cron job</span></a> is being run periodically to send the
messages.</p>
</div></blockquote>
</li>
</ul>
</section>
<section id="enableitemgroupholds">
<span id="enableitemgroupholds-label"></span><h3>EnableItemGroupHolds<a class="headerlink" href="#enableitemgroupholds" title="Permalink to this headline">ï</a></h3>
<p>Asks: [<strong>Donât enable</strong> | Enable] the ability to place holds on item groups.</p>
<p>Description:</p>
<ul class="simple">
<li><p>This system preference allows users to place holds on item groups.</p></li>
<li><p>This is useful if you need to place holds on a subset of items on a
bibliographic record, rather than a specific item or the next available item.</p></li>
<li><p>Requires <a class="reference internal" href="#enableitemgroups-label"><span class="std std-ref">EnableItemGroups</span></a></p></li>
</ul>
</section>
<section id="enableitemgroups">
<span id="enableitemgroups-label"></span><h3>EnableItemGroups<a class="headerlink" href="#enableitemgroups" title="Permalink to this headline">ï</a></h3>
<p>Asks: [<strong>Donât enable</strong> | Enable] the item groups feature to allow collecting
groups of items on a record together.</p>
<p>Description:</p>
<ul class="simple">
<li><p>This system preference enables the item groups feature.</p></li>
<li><p>It can be used with <a class="reference internal" href="#enableitemgroupholds-label"><span class="std std-ref">EnableItemGroupHolds</span></a>
to allow holds on item groups.</p></li>
</ul>
</section>
<section id="excludeholidaysfrommaxpickupdelay">
<span id="excludeholidaysfrommaxpickupdelay-label"></span><h3>ExcludeHolidaysFromMaxPickUpDelay<a class="headerlink" href="#excludeholidaysfrommaxpickupdelay" title="Permalink to this headline">ï</a></h3>
<p>Asks: [<strong>Ignore the calendar</strong> | Use the calendar] when calculating the period for reserves max pickup delay.</p>
<p>Description:</p>
<ul class="simple">
<li><p>This system preference determines whether or not closed days in the
<a class="reference internal" href="tools.html#calendar-label"><span class="std std-ref">calendar</span></a> are taken into account when calculating the
time period for patrons to pick up their holds (see
<a class="reference internal" href="#reservesmaxpickupdelay-label"><span class="std std-ref">ReservesMaxPickUpDelay</span></a>).</p></li>
<li><p>If set to âIgnore the calendarâ, the pickup delay will be calculated
directly.</p></li>
<li><p>If set to âUse the calendarâ, holidays will be excluded from the pickup
delay.</p></li>
</ul>
</section>
<section id="expirereservesmaxpickupdelay">
<span id="expirereservesmaxpickupdelay-label"></span><h3>ExpireReservesMaxPickUpDelay<a class="headerlink" href="#expirereservesmaxpickupdelay" title="Permalink to this headline">ï</a></h3>
<p>Asks: [Allow | <strong>Donât allow</strong>] holds to expire automatically if they have not been picked
by within the time period specified in
<a class="reference internal" href="#reservesmaxpickupdelay-label"><span class="std std-ref">ReservesMaxPickUpDelay</span></a></p>
<p>Description:</p>
<ul class="simple">
<li><p>If set to âallowâ this will cancel holds that have been waiting for
longer than the number of days specified in the
<a class="reference internal" href="#reservesmaxpickupdelay-label"><span class="std std-ref">ReservesMaxPickUpDelay</span></a> system
preference. Holds will only be cancelled if the <a class="reference internal" href="cron_jobs.html#cron-expired-holds-label"><span class="std std-ref">Expire Holds cron
job</span></a> is running.</p></li>
</ul>
</section>
<section id="expirereservesmaxpickupdelaycharge">
<span id="expirereservesmaxpickupdelaycharge-label"></span><h3>ExpireReservesMaxPickUpDelayCharge<a class="headerlink" href="#expirereservesmaxpickupdelaycharge" title="Permalink to this headline">ï</a></h3>
<p>Asks: If using
<a class="reference internal" href="#expirereservesmaxpickupdelay-label"><span class="std std-ref">ExpireReservesMaxPickUpDelay</span></a>, charge
a borrower who allows his or her waiting hold to expire a fee of [<strong>0</strong>]
USD</p>
<p>Description:</p>
<ul class="simple">
<li><p>If you are expiring holds that have been waiting too long you can use
this preference to charge the patron for not picking up their hold.
If you donât charge patrons for items that arenât picked up you can
leave this set to the default which is 0. Holds will only be
cancelled and charged if the <a class="reference internal" href="cron_jobs.html#cron-expired-holds-label"><span class="std std-ref">Expire Holds cron
job</span></a> is running.</p></li>
</ul>
</section>
<section id="expirereservesonholidays">
<span id="expirereservesonholidays-label"></span><h3>ExpireReservesOnHolidays<a class="headerlink" href="#expirereservesonholidays" title="Permalink to this headline">ï</a></h3>
<p>Asks: If using <a class="reference internal" href="#expirereservesmaxpickupdelay-label"><span class="std std-ref">ExpireReservesMaxPickUpDelay</span></a>, [<strong>allow</strong> | donât allow] expired holds to be canceled on
days the library is closed per the calendar.</p>
</section>
<section id="holdssplitqueue">
<span id="holdssplitqueue-label"></span><h3>HoldsSplitQueue<a class="headerlink" href="#holdssplitqueue" title="Permalink to this headline">ï</a></h3>
<p>Asks: In the staff client, split the holds queue into separate tables by [pickup library | pickup library and item type | hold item type | <strong>nothing</strong>]</p>
<p>Description:</p>
<ul class="simple">
<li><p>This feature allows you to separate holds by pickup library or itemtype in the
holds page of a record (not in the global holds queue found on the circulation
page).</p></li>
<li><p>When using the up and down arrows the priorities will be changed only
in the group the holds belongs to.</p></li>
</ul>
</section>
<section id="holdssplitqueuenumbering">
<span id="holdssplitqueuenumbering-label"></span><h3>HoldsSplitQueueNumbering<a class="headerlink" href="#holdssplitqueuenumbering" title="Permalink to this headline">ï</a></h3>
<p>Asks: If the holds queue is split, show librarians [<strong>the actual priority,
which may be out of order</strong> | âvirtualâ priorities, where each group is
numbered separately]</p>
<p>Description:</p>
<ul class="simple">
<li><p>This system preference is only effective if <a class="reference internal" href="#holdssplitqueue-label"><span class="std std-ref">HoldsSplitQueue</span></a> is set to
any value except ânothingâ.</p></li>
<li><p>This system preference controls the priority numbering on the holds page
of a record (not in the global holds queue found on the circulation page).</p></li>
</ul>
</section>
<section id="localholdspriority-localholdsprioritypatroncontrol-localholdspriorityitemcontrol">
<span id="localholdspriority-preferences-label"></span><h3>LocalHoldsPriority, LocalHoldsPriorityPatronControl, LocalHoldsPriorityItemControl<a class="headerlink" href="#localholdspriority-localholdsprioritypatroncontrol-localholdspriorityitemcontrol" title="Permalink to this headline">ï</a></h3>
<p>Asks: [<strong>Donât give</strong> | Give] priority for filling holds to patrons whose [home library | <strong>pickup library</strong>] matches
the itemâs [<strong>holding library</strong> | home library]</p>
<p>Description:</p>
<ul class="simple">
<li><p>This feature will allow libraries to specify that, when an item is
returned, a local hold may be given priority for fulfillment even
though it is of lower priority in the list of unfilled holds.</p></li>
</ul>
</section>
<section id="maxreserves">
<span id="maxreserves-label"></span><h3>maxreserves<a class="headerlink" href="#maxreserves" title="Permalink to this headline">ï</a></h3>
<p>Asks: Patrons can only have [<strong>50</strong>] holds at once.</p>
</section>
<section id="opacallowholddateinfuture">
<span id="opacallowholddateinfuture-label"></span><h3>OPACAllowHoldDateInFuture<a class="headerlink" href="#opacallowholddateinfuture" title="Permalink to this headline">ï</a></h3>
<p>Asks: [<strong>Allow</strong> | Donât allow] patrons to place holds that donât enter the waiting list
until a certain future date.</p>
<p>Description:</p>
<ul class="simple">
<li><p>If set to allow, <a class="reference internal" href="#allowholddateinfuture-label"><span class="std std-ref">AllowHoldDateInFuture</span></a> must also be
enabled for this to work</p></li>
</ul>
</section>
<section id="opacallowusertochoosebranch">
<span id="opacallowusertochoosebranch-label"></span><h3>OPACAllowUserToChooseBranch<a class="headerlink" href="#opacallowusertochoosebranch" title="Permalink to this headline">ï</a></h3>
<p>Asks: [<strong>Allow</strong> | Donât allow] a user to choose the library to pick up a hold from.</p>
<p>Description:</p>
<ul class="simple">
<li><p>Changing this preference will not prevent staff from being able to
transfer titles from one library to another to fill a hold, it will
only prevent patrons from saying they plan on picking a book up at a
library other than their home library.</p></li>
<li><p>The list of available pickup locations will include all libraries that
have âPickup locationâ set to âYesâ on the library configuration page.</p></li>
</ul>
</section>
<section id="opacholdsifavailableatpickup">
<span id="opacholdsifavailableatpickup-label"></span><h3>OPACHoldsIfAvailableAtPickup<a class="headerlink" href="#opacholdsifavailableatpickup" title="Permalink to this headline">ï</a></h3>
<p>Asks: [<strong>Allow</strong> | Donât allow] to pickup holds at libraries where the item is available.</p>
<p>Description:</p>
<ul class="simple">
<li><p>Prevents borrowers from requesting items that are on the shelf
at the same branch at which they wish to pick up those items.</p></li>
</ul>
</section>
<section id="opacholdsifavailableatpickupexceptions">
<span id="opacholdsifavailableatpickupexceptions-label"></span><h3>OPACHoldsIfAvailableAtPickupExceptions<a class="headerlink" href="#opacholdsifavailableatpickupexceptions" title="Permalink to this headline">ï</a></h3>
<p>Asks: Patron categories not affected by <a class="reference internal" href="#opacholdsifavailableatpickup-label"><span class="std std-ref">OPACHoldsIfAvailableAtPickup</span></a>
[<strong>(empty)</strong>] (list of patron categories separated with a pipe ^|^)</p>
<p>Description:</p>
<ul class="simple">
<li><p>Patron category codes listed here separated by a pipe ^|^ are unaffected by
<a class="reference internal" href="#opacholdsifavailableatpickup-label"><span class="std std-ref">OPACHoldsIfAvailableAtPickup</span></a>.</p></li>
</ul>
</section>
<section id="reservescontrolbranch">
<span id="reservescontrolbranch-label"></span><h3>ReservesControlBranch<a class="headerlink" href="#reservescontrolbranch" title="Permalink to this headline">ï</a></h3>
<p>Asks: Check the [<strong>itemâs home library</strong> | patronâs home library] to see if the patron can place a hold on the
item.</p>
</section>
<section id="reservesmaxpickupdelay">
<span id="reservesmaxpickupdelay-label"></span><h3>ReservesMaxPickUpDelay<a class="headerlink" href="#reservesmaxpickupdelay" title="Permalink to this headline">ï</a></h3>
<p>Asks: Mark a hold as problematic if it has been waiting for more than
[<strong>7</strong>] days.</p>
<p>Description:</p>
<ul class="simple">
<li><p>This preference (based on calendar days, not the
<a class="reference internal" href="tools.html#calendar-label"><span class="std std-ref">Koha holiday calendar</span></a>) puts an expiration date on an item a
patron has on hold. After this expiration date the staff will have
the option to release the unclaimed hold which then may be returned
to the library shelf or issued to the next patron on the itemâs hold
list. Items that are âexpiredâ by this preference are moved to the
âHolds Overâ tab on the <a class="reference internal" href="circulation.html#holds-awaiting-pickup-label"><span class="std std-ref">Holds Awaiting Pickup</span></a>
report.</p></li>
</ul>
</section>
<section id="reservesneedreturns">
<span id="reservesneedreturns-label"></span><h3>ReservesNeedReturns<a class="headerlink" href="#reservesneedreturns" title="Permalink to this headline">ï</a></h3>
<p>Asks: [Automatically | <strong>Donât automatically</strong>] mark holds as found and waiting when a hold is placed
specifically on them and they are already checked in.</p>
<p>Description:</p>
<ul class="simple">
<li><p>This preference refers to âitem specificâ holds where the item is
currently on the library shelf. This preference allows a library to
decide whether an âitem specificâ hold is marked as âWaitingâ at the
time the hold is placed or if the item will be marked as âWaitingâ
after the item is checked in. This preference will tell the patron
that their item is âWaitingâ for them at their library and ready for
check out.</p></li>
</ul>
</section>
<section id="staticholdsqueueweight-holdsqueueskipclosed-and-randomizeholdsqueueweight">
<span id="holds-queue-system-preferences-label"></span><h3>StaticHoldsQueueWeight, HoldsQueueSkipClosed and RandomizeHoldsQueueWeight<a class="headerlink" href="#staticholdsqueueweight-holdsqueueskipclosed-and-randomizeholdsqueueweight" title="Permalink to this headline">ï</a></h3>
<p>Asks: Satisfy holds using items from the libraries [<strong>0</strong>] (as
branchcodes, separated by commas; if empty, uses all libraries) when
they are [<strong>open or closed</strong> | open] [in random order | <strong>in that order</strong>].</p>
<p>Descriptions:</p>
<ul>
<li><p>These preferences control how the <a class="reference internal" href="circulation.html#holds-queue-label"><span class="std std-ref">Holds Queue
report</span></a> is generated using <a class="reference internal" href="cron_jobs.html#cron-holds-queue-report-label"><span class="std std-ref">a cron
job</span></a>.</p>
<p>If you do not want all of your libraries to participate in the
on-shelf holds fulfillment process, you should list the the libraries
that *do* participate in the process here by inputting all the
participating libraryâs branchcodes, separated by commas ( e.g.
âMPL,CPL,SPL,BMLâ etc. ).</p>
<p>By default, the holds queue will be generated such that the system
will first attempt to hold fulfillment using items already at the
pickup library if possible. If there are no items available at the
pickup library to fill a hold, build_holds_queue.pl will then use
the list of libraries defined in StaticHoldsQueueWeight. If
RandomizeHoldsQueueWeight is disabled ( which it is by default ), the
script will assign fulfillment requests in the order the branches are
placed in the StaticHoldsQueueWeight system preference.</p>
<p>For example, if your system has three libraries, of varying sizes (
small, medium and large ) and you want the burden of holds
fulfillment to be on larger libraries before smaller libraries, you
would want StaticHoldsQueueWeight to look something like
âLRG,MED,SMLâ.</p>
<p>If you want the burden of holds fulfillment to be spread out equally
throughout your library system, simply enable
RandomizeHoldsQueueWeight. When this system preference is enabled,
the order in which libraries will be requested to fulfill an on-shelf
hold will be randomized each time the list is regenerated.</p>
<blockquote>
<div><p><strong>Important</strong></p>
<p>The <a class="reference internal" href="administration.html#transport-cost-matrix-label"><span class="std std-ref">Transport Cost Matrix</span></a> takes
precedence in controlling where holds are filled from, if the matrix
is not used then Koha checks the StaticHoldsQueueWeight. To use the
Transport Cost Matrix simply set your
<a class="reference internal" href="#usetransportcostmatrix-label"><span class="std std-ref">UseTransportCostMatrix</span></a> preference to
âUseâ</p>
</div></blockquote>
</li>
<li><p>If StaticHoldsQueueWeight is left at the default (all libraries), and
RandomizeHoldsQueueWeight is set to âin random orderâ, Koha will randomize
all libraries.</p></li>
<li><p>If branchcodes are listed in StaticHoldsQueueWeight, and
RandomizeHoldsQueueWeight is set to âin random orderâ, Koha will randomize
the libraries listed.</p></li>
<li><p>If StaticHoldsQueueWeight is left at the default (all libraries), and
RandomizeHoldsQueueWeight is set to âin that orderâ, all the branches will
be used, in alphabetical order</p></li>
<li><p>If branchcodes are listed in StaticHoldsQueueWeight, and
RandomizeHoldsQueueWeight is set to âin that orderâ, it will
use the branches in the order that you entered them in the
StaticHoldsQueueWeight preference.</p></li>
</ul>
</section>
<section id="suspendholdsintranet">
<span id="suspendholdsintranet-label"></span><h3>SuspendHoldsIntranet<a class="headerlink" href="#suspendholdsintranet" title="Permalink to this headline">ï</a></h3>
<p>Asks: [<strong>Allow</strong> | Donât allow] holds to be suspended from the intranet.</p>
<p>Description:</p>
<ul class="simple">
<li><p>The holds suspension feature can be turned on and off in the staff
client by altering this system preference. If this is set to âallowâ
you will want to set the
<a class="reference internal" href="#autoresumesuspendedholds-label"><span class="std std-ref">AutoResumeSuspendedHolds</span></a> system
preference.</p></li>
</ul>
</section>
<section id="suspendholdsopac">
<span id="suspendholdsopac-label"></span><h3>SuspendHoldsOpac<a class="headerlink" href="#suspendholdsopac" title="Permalink to this headline">ï</a></h3>
<p>Asks: [<strong>Allow</strong> | Donât allow] holds to be suspended from the OPAC.</p>
<p>Description:</p>
<ul class="simple">
<li><p>The holds suspension feature can be turned on and off in the OPAC by
altering this system preference. If this is set to âallowâ you will
want to set the
<a class="reference internal" href="#autoresumesuspendedholds-label"><span class="std std-ref">AutoResumeSuspendedHolds</span></a> system
preference.</p></li>
</ul>
</section>
<section id="transferwhencancelallwaitingholds">
<span id="transferwhencancelallwaitingholds-label"></span><h3>TransferWhenCancelAllWaitingHolds<a class="headerlink" href="#transferwhencancelallwaitingholds" title="Permalink to this headline">ï</a></h3>
<p>Asks: [<strong>Donât transfer</strong> | Transfer] items when cancelling all waiting holds.</p>
<p>Description:</p>
<ul class="simple">
<li><p>When TransferWhenCancelAllWaitingHolds is set to âDonât transferâ, no
branch transfer records are created. Koha will not allow the holds to
be transferred, because that would orphan the items at the library
where the holds were awaiting pickup, without any further instruction
to staff as to what items are at the library or where they need to
go. When that system preference set to âTransferâ, branch transfers
are created, so the holds may be cancelled.</p></li>
</ul>
</section>
<section id="updateitemwhenlostfromholdlist">
<span id="updateitemwhenlostfromholdlist-label"></span><h3>UpdateItemWhenLostFromHoldList<a class="headerlink" href="#updateitemwhenlostfromholdlist" title="Permalink to this headline">ï</a></h3>
<p>Asks: Update itemâs values when marked as lost from the hold to pull screen.</p>
<p>Description:</p>
<ul class="simple">
<li><p>This is a list of values to update an item when it is marked as lost from
the holds to pull screen. For example, write âitemlost: 1â to set the items.
itemlost value to 1 when the item is marked as lost. This will use the authorized
value 1 from the <a class="reference internal" href="administration.html#existing-values-label"><span class="std std-ref">LOST authorized value list</span></a>.</p></li>
<li><p>Examples of keywords:</p>
<ul>
<li><p>itemlost: lost status, uses the
<a class="reference internal" href="administration.html#existing-values-label"><span class="std std-ref">LOST authorized values list</span></a></p></li>
<li><p>notforloan: not for loan status, uses the
<a class="reference internal" href="administration.html#existing-values-label"><span class="std std-ref">NOT_LOAN authorized values list</span></a></p></li>
<li><p>withdrawn: withdrawn status, uses the
<a class="reference internal" href="administration.html#existing-values-label"><span class="std std-ref">WITHDRAWN authorized values list</span></a></p></li>
<li><p>damaged: damaged status, uses the
<a class="reference internal" href="administration.html#existing-values-label"><span class="std std-ref">DAMAGED authorized values list</span></a></p></li>
<li><p>location: location code, uses the
<a class="reference internal" href="administration.html#existing-values-label"><span class="std std-ref">LOC authorized values list</span></a></p></li>
<li><p>ccode: collection code, uses the
<a class="reference internal" href="administration.html#existing-values-label"><span class="std std-ref">CCODE authorized values list</span></a></p></li>
</ul>
</li>
<li><p>This preference requires that the <a class="reference internal" href="#canmarkholdstopullaslost-label"><span class="std std-ref">CanMarkHoldsToPullAsLost</span></a> system
preference be set to either âAllowâ option</p></li>
</ul>
<div class="admonition warning">
<p class="admonition-title">Warning</p>
<p>Requires YAML syntax to work</p>
<p>This means</p>
<ul class="simple">
<li><p>Make sure there is NO space between the field name and the colon</p></li>
<li><p>Make sure there IS a space between the colon and the value</p></li>
<li><p>Make sure each pair is on its own line</p></li>
</ul>
</div>
</section>
</section>
<section id="housebound-module">
<span id="housebound-module-label"></span><h2>Housebound module<a class="headerlink" href="#housebound-module" title="Permalink to this headline">ï</a></h2>
<section id="houseboundmodule">
<span id="houseboundmodule-label"></span><h3>HouseboundModule<a class="headerlink" href="#houseboundmodule" title="Permalink to this headline">ï</a></h3>
<p>Default: Disable</p>
<p>Asks: ___ housebound module</p>
<p>Values:</p>
<ul class="simple">
<li><p>Disable</p></li>
<li><p>Enable</p></li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>This preference enables or disables the Housebound module which
handles management of circulation to Housebound readers.</p></li>
</ul>
</section>
</section>
<section id="interface">
<span id="housebound-interface-label"></span><h2>Interface<a class="headerlink" href="#interface" title="Permalink to this headline">ï</a></h2>
<section id="allowallmessagedeletion">
<span id="allowallmessagedeletion-label"></span><h3>AllowAllMessageDeletion<a class="headerlink" href="#allowallmessagedeletion" title="Permalink to this headline">ï</a></h3>
<p>Default: Donât allow</p>
<p>Asks: ___ staff to delete messages added from other libraries.</p>
<p>Values:</p>
<ul class="simple">
<li><p>Allow</p></li>
<li><p>Donât allow</p></li>
</ul>
</section>
<section id="allowcheckoutnotes">
<span id="allowcheckoutnotes-label"></span><h3>AllowCheckoutNotes<a class="headerlink" href="#allowcheckoutnotes" title="Permalink to this headline">ï</a></h3>
<p>Default: Donât allow</p>
<p>Asks: ___ patrons to submit notes about checked out items.</p>
<p>Values:</p>
<ul class="simple">
<li><p>Donât allow</p></li>
<li><p>Allow</p></li>
</ul>
<p>This preference if set to allow will give your patrons the option to add
a note to an item they have checked out on the OPAC side.  This note will be
seen on the staff side when the item is checked in.</p>
</section>
<section id="allowofflinecirculation">
<span id="allowofflinecirculation-label"></span><h3>AllowOfflineCirculation<a class="headerlink" href="#allowofflinecirculation" title="Permalink to this headline">ï</a></h3>
<p>Default: Do not enable</p>
<p>Asks: ___ offline circulation on regular circulation computers.</p>
<p>Values:</p>
<ul class="simple">
<li><p>Do not enable</p></li>
<li><p>Enable</p></li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>Setting this preference to âEnableâ allows you to use the Koha
interface for <a class="reference internal" href="circulation.html#offline-circulation-utilities-label"><span class="std std-ref">offline circulation</span></a>. This system
preference does not affect the <a class="reference internal" href="circulation.html#firefox-plugin-label"><span class="std std-ref">Firefox
plugin</span></a> or the <a class="reference internal" href="circulation.html#offline-circ-tool-for-windows-label"><span class="std std-ref">desktop
application</span></a>, any of these three options can
be used for offline circulation without effecting the other.</p></li>
</ul>
</section>
<section id="autoswitchpatron">
<span id="autoswitchpatron-label"></span><h3>AutoSwitchPatron<a class="headerlink" href="#autoswitchpatron" title="Permalink to this headline">ï</a></h3>
<p>Default: Donât enable</p>
<p>Asks: ___ the automatic redirection to another patron when a patron
barcode is scanned instead of a book. This should not be enabled if you
have overlapping patron and book barcodes.</p>
<p>Values:</p>
<ul class="simple">
<li><p>Donât enable</p></li>
<li><p>Enable</p></li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>Enabling this system preference allows staff to scan a patron barcode instead
of an item barcode in the checkout box to switch patron records.</p></li>
</ul>
</section>
<section id="circautoprintquickslip">
<span id="circautoprintquickslip-label"></span><h3>CircAutoPrintQuickSlip<a class="headerlink" href="#circautoprintquickslip" title="Permalink to this headline">ï</a></h3>
<p>Default: open a print quick slip window</p>
<p>Asks: When an empty barcode field is submitted in circulation ___</p>
<p>Values:</p>
<ul class="simple">
<li><p>clear the screen</p></li>
<li><p>open a print quick slip window</p></li>
<li><p>open a print slip window</p></li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>If this preference is set to open a quick slip
(<a class="reference internal" href="tools.html#existing-notices-and-slips-label"><span class="std std-ref">ISSUEQSLIP</span></a>) or open a slip
(<a class="reference internal" href="tools.html#existing-notices-and-slips-label"><span class="std std-ref">ISSUESLIP</span></a>) for printing it will eliminate the
need for the librarian to click the print button to generate a
checkout receipt for the patron theyâre checking out to. If the
preference is set to clear the screen then âchecking outâ an empty
barcode will clear the screen of the patron you were last working
with.</p></li>
</ul>
</section>
<section id="circconfirmitemparts">
<span id="circconfirmitemparts-label"></span><h3>CircConfirmItemParts<a class="headerlink" href="#circconfirmitemparts" title="Permalink to this headline">ï</a></h3>
<p>Asks: ___ staff to confirm that all parts of an item are present at
checkin/checkout.</p>
<p>Default: Donât require</p>
<p>Values:</p>
<ul class="simple">
<li><p>Donât require</p></li>
<li><p>Require</p></li>
</ul>
<p>Description:</p>
<ul>
<li><p>This system preference controls whether a message or an alert asking for
confirmation is shown when checking out or checking in an item with
accompanying materials.</p></li>
<li><p>The message/alert will appear if the item has a value in the
â3 - Materials specified (bound volume or other part)â item field (952$3)</p></li>
<li><p>If the value is set to âDonât requireâ, a simple message will appear at
checkin and checkout</p>
<p><img alt="Message in a blue box 'Note about the accompanying materials: 2 DVD'" src="_images/CircConfirmItemParts-dontrequire.png" /></p>
</li>
<li><p>If the value is set to âRequireâ, there will be an alert asking staff to
confirm that they checked that all parts are present</p>
<p>At checkout</p>
<p><img alt="Alert in a yellow box asking to confirm checkout 'Please confirm checkout Please confirm that the accompanying materials are present: 2 DVD Yes, check out (Y) No, don't check out (N)'" src="_images/CircConfirmItemParts-require-checkout.png" /></p>
<p>At checkin</p>
<p><img alt="Alert modal asking to confirm checkin 'Please confirm checkin Please confirm that the accompanying materials are present: 2 DVD Yes, check in (Y) No, don't check in (N)'" src="_images/CircConfirmItemParts-require-checkin.png" /></p>
</li>
</ul>
</section>
<section id="circsidebar">
<span id="circsidebar-label"></span><h3>CircSidebar<a class="headerlink" href="#circsidebar" title="Permalink to this headline">ï</a></h3>
<p>Default: Deactivate</p>
<p>Asks: ___ the navigation sidebar on all Circulation pages.</p>
<p>Values:</p>
<ul class="simple">
<li><p>Deactivate</p></li>
<li><p>Activate</p></li>
</ul>
</section>
<section id="displayclearscreenbutton">
<span id="displayclearscreenbutton-label"></span><h3>DisplayClearScreenButton<a class="headerlink" href="#displayclearscreenbutton" title="Permalink to this headline">ï</a></h3>
<p>Default: Show</p>
<p>Asks: ___ a button to clear the current patron from the screen on the
circulation screen.</p>
<p>Values:</p>
<ul>
<li><p>Donât show</p>
<p><img alt="image36" src="_images/DisplayClearScreenButtonOff.png" /></p>
</li>
<li><p>Show</p>
<p><img alt="image37" src="_images/DisplayClearScreenButton.png" /></p>
</li>
</ul>
</section>
<section id="exportcirchistory">
<span id="exportcirchistory-label"></span><h3>ExportCircHistory<a class="headerlink" href="#exportcirchistory" title="Permalink to this headline">ï</a></h3>
<p>Default: Donât show</p>
<p>Asks: ___ the export patron checkout history options.</p>
<p>Values:</p>
<ul class="simple">
<li><p>Donât show</p></li>
<li><p>Show</p></li>
</ul>
</section>
<section id="exportremovefields">
<span id="exportremovefields-label"></span><h3>ExportRemoveFields<a class="headerlink" href="#exportremovefields" title="Permalink to this headline">ï</a></h3>
<p>Asks: The following fields should be excluded from the patron checkout
history CSV or iso2709 export ___</p>
<p>Description:</p>
<ul>
<li><p>This space separated list of fields (e.g. 100a 245b) will
automatically be excluded when exporting the patronâs current
checkout history.</p>
<p><img alt="image38" src="_images/ExportRemoveFields.png" /></p>
</li>
</ul>
</section>
<section id="filterbeforeoverduereport">
<span id="filterbeforeoverduereport-label"></span><h3>FilterBeforeOverdueReport<a class="headerlink" href="#filterbeforeoverduereport" title="Permalink to this headline">ï</a></h3>
<p>Default: Donât require</p>
<p>Asks: ___ staff to choose which checkouts to show before running the
overdues report.</p>
<p>Description:</p>
<ul>
<li><p>Kohaâs overdue report shows you all of the overdue items in your
library system. If you have a large library system youâll want to set
this preference to âRequireâ to force those running the report to
first limit the data generated to a branch, date range, patron
category or other such filter. Requiring that the report be filtered
before itâs run prevents your staff from running a system heavy
report and slowing down other operations in the system.</p>
<p><img alt="image34" src="_images/FilterBeforeOverdueReport.png" /></p>
</li>
</ul>
<p>Values:</p>
<ul class="simple">
<li><p>Donât require</p></li>
<li><p>Require</p></li>
</ul>
</section>
<section id="finenotifyatcheckin">
<span id="finenotifyatcheckin-label"></span><h3>FineNotifyAtCheckin<a class="headerlink" href="#finenotifyatcheckin" title="Permalink to this headline">ï</a></h3>
<p>Default: Donât notify</p>
<p>Asks: ___ librarians of overdue fines on the items they are checking
in.</p>
<p>Values:</p>
<ul class="simple">
<li><p>Donât notify</p></li>
<li><p>Notify</p></li>
</ul>
<p>Description:</p>
<ul>
<li><p>With this preference set to âNotifyâ all books that have overdue
fines owed on them will pop up a warning when checking them in. This
warning will need to acknowledged before you can continue checking
items in. With this preference set to âDonât notify,^ you will still
see fines owed on the patron record, you just wonât have an
additional notification at check in.</p>
<p><img alt="image35" src="_images/FineNotifyAtCheckin.png" /></p>
</li>
</ul>
</section>
<section id="holdstopullstartdate">
<span id="holdstopullstartdate-label"></span><h3>HoldsToPullStartDate<a class="headerlink" href="#holdstopullstartdate" title="Permalink to this headline">ï</a></h3>
<p>Default: 2</p>
<p>Asks: Set the default start date for the Holds to pull list to ___
day(s) ago.</p>
<p>Description:</p>
<ul class="simple">
<li><p>The <a class="reference internal" href="circulation.html#holds-to-pull-label"><span class="std std-ref">Holds to Pull</span></a> report in circulation defaults to
filtering holds placed 2 days ago. This preference allows you to set
this default filter to any number of days.</p></li>
</ul>
</section>
<section id="itembarcodefallbacksearch">
<span id="itembarcodefallbacksearch-label"></span><h3>itemBarcodeFallbackSearch<a class="headerlink" href="#itembarcodefallbacksearch" title="Permalink to this headline">ï</a></h3>
<p>Default: Donât enable</p>
<p>Asks: ___ the automatic use of a keyword catalog search if the phrase
entered as a barcode on the checkout page does not turn up any results
during an item barcode search.</p>
<p>Values:</p>
<ul>
<li><p>Donât enable</p></li>
<li><p>Enable</p>
<p><img alt="image40" src="_images/itemBarcodeFallbackSearch.png" /></p>
</li>
</ul>
<p>Description:</p>
<ul>
<li><p>Sometimes libraries want to checkout using something other than the
barcode. Enabling this preference will do a keyword search of Koha to
find the item youâre trying to check out. You can use the call
number, barcode, part of the title or anything youâd enter in the
keyword search when this preference is enabled and Koha will ask you
which item youâre trying to check out.</p>
<blockquote>
<div><p><strong>Important</strong></p>
<p>While youâre not searching by barcode a barcode is required on every
title you check out. Only titles with barcodes will appear in the
search results.</p>
</div></blockquote>
</li>
</ul>
</section>
<section id="itembarcodeinputfilter">
<span id="itembarcodeinputfilter-label"></span><h3>itemBarcodeInputFilter<a class="headerlink" href="#itembarcodeinputfilter" title="Permalink to this headline">ï</a></h3>
<p>Default: Donât filter</p>
<p>Asks: ___ scanned item barcodes.</p>
<p>Values:</p>
<ul class="simple">
<li><p>Convert from CueCat format</p></li>
<li><p>Convert from Libsuite8 form</p></li>
<li><p>Donât filter</p></li>
<li><p>EAN-13 or zero-padded UPC-A from</p></li>
<li><p>Remove spaces from</p></li>
<li><p>Remove the first number from T-prefix style</p>
<ul>
<li><p>This format is common among those libraries migrating from Follett
systems</p></li>
</ul>
</li>
</ul>
</section>
<section id="noticecss">
<span id="noticecss-label"></span><h3>NoticeCSS<a class="headerlink" href="#noticecss" title="Permalink to this headline">ï</a></h3>
<p>Asks: Include the stylesheet at ___ on Notices.</p>
<blockquote>
<div><p><strong>Important</strong></p>
<p>This should be a complete URL, starting with <a class="reference external" href="http://">http://</a></p>
</div></blockquote>
<p>Description:</p>
<ul class="simple">
<li><p>If you would like to style your notices with a consistent set of
fonts and colors you can use this preference to point Koha to a
stylesheet specifically for your notices.</p></li>
</ul>
</section>
<section id="numreturneditemstoshow">
<span id="numreturneditemstoshow-label"></span><h3>numReturnedItemsToShow<a class="headerlink" href="#numreturneditemstoshow" title="Permalink to this headline">ï</a></h3>
<p>Default: 20</p>
<p>Asks : Show the ___ last returned items on the checkin screen.</p>
</section>
<section id="patronautocomplete">
<span id="patronautocomplete-label"></span><h3>PatronAutoComplete<a class="headerlink" href="#patronautocomplete" title="Permalink to this headline">ï</a></h3>
<p>Asks: ___ to guess the patron being entered while typing a patron search
for circulation or patron search. Only returns the first 10 results at a time.</p>
<p>Default: Try</p>
<p>Values:</p>
<ul class="simple">
<li><p>Try</p></li>
<li><p>Donât try</p></li>
</ul>
<p>Description:</p>
<ul>
<li><p>This system preference enables the auto-complete feature in the
<a class="reference internal" href="patrons.html#patron-search-label"><span class="std std-ref">patron search</span></a> in the Patrons and Circulation
modules.</p></li>
<li><p>Setting it to âTryâ would enable a staff member to begin typing a name or
other value into the field and have a menu pop up with suggestions for
completing it. Setting it to âDonât tryâ would disable this feature.</p></li>
<li><p>This preference can make staff membersâ jobs easier or it could potentially
slow down the page loading process.</p>
<p><img alt="image33" src="_images/CircAutocompl.png" /></p>
</li>
</ul>
</section>
<section id="previousissuesdefaultsortorder">
<span id="previousissuesdefaultsortorder-label"></span><h3>previousIssuesDefaultSortOrder<a class="headerlink" href="#previousissuesdefaultsortorder" title="Permalink to this headline">ï</a></h3>
<p>Asks: Sort previous checkouts on the circulation page from ___ due
date.</p>
<p>Default: earliest to latest</p>
<p>Values:</p>
<ul class="simple">
<li><p>earliest to latest</p></li>
<li><p>latest to earliest</p></li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>This system preference controls how you want the previous checkouts to appear
in the patronâs <a class="reference internal" href="circulation.html#checking-items-out-label"><span class="std std-ref">checkout tab</span></a>.</p></li>
<li><p>If you choose âearliest to latestâ, the oldest checkout will be at the top.</p></li>
<li><p>If you choose âlatest to earliestâ, the most recent checkout will be at the
top.</p></li>
</ul>
</section>
<section id="recordlocaluseonreturn">
<span id="recordlocaluseonreturn-label"></span><h3>RecordLocalUseOnReturn<a class="headerlink" href="#recordlocaluseonreturn" title="Permalink to this headline">ï</a></h3>
<p>Default: Donât record</p>
<p>Asks: ___ local use when an unissued item is checked in.</p>
<p>Values:</p>
<ul class="simple">
<li><p>Donât record</p></li>
<li><p>Record</p></li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>When this preference is set to âDonât recordâ you can record local
use of items by checking items out to the statistical patron. With
this preference set to âRecordâ you can record local use by checking
out to the statistical patron and/or by checking in a book that is
not currently checked out.</p></li>
</ul>
</section>
<section id="showallcheckins">
<span id="showallcheckins-label"></span><h3>ShowAllCheckins<a class="headerlink" href="#showallcheckins" title="Permalink to this headline">ï</a></h3>
<p>Default: Do not show</p>
<p>Asks: ___ all items in the âChecked-in itemsâ list, even items that
were not checked out.</p>
<p>Values:</p>
<ul class="simple">
<li><p>Do not show</p></li>
<li><p>Show</p></li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>When items that are not currently checked out are checked in they
donât show on the list of checked in items. This preference allows
you to choose how youâd like the log of checked in items displays.</p></li>
</ul>
</section>
<section id="specifyduedate">
<span id="specifyduedate-label"></span><h3>SpecifyDueDate<a class="headerlink" href="#specifyduedate" title="Permalink to this headline">ï</a></h3>
<p>Asks: ___ staff to specify a due date for a checkout.</p>
<p>Default: Allow</p>
<p>Values:</p>
<ul class="simple">
<li><p>Donât allow</p></li>
<li><p>Allow</p></li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>This preference allows for circulation staff to change a due date
from the automatic due date, defined by
<a class="reference internal" href="administration.html#circulation-and-fines-rules-label"><span class="std std-ref">circulation and fines rules</span></a>,
to another calendar date during <a class="reference internal" href="circulation.html#checking-items-out-label"><span class="std std-ref">checkout</span></a>.</p></li>
<li><p>This option would be used for circumstances in which the due date may need
to be decreased or extended for any reason.</p></li>
</ul>
</section>
<section id="specifyreturndate">
<span id="specifyreturndate-label"></span><h3>SpecifyReturnDate<a class="headerlink" href="#specifyreturndate" title="Permalink to this headline">ï</a></h3>
<p>Default: Donât allow</p>
<p>Asks: ___ staff to specify a return date for a check in.</p>
<p>Values:</p>
<ul class="simple">
<li><p>Allow</p></li>
</ul>
<blockquote>
<div><p><img alt="image1185" src="_images/SpecifyReturnDate.png" /></p>
</div></blockquote>
<ul class="simple">
<li><p>Donât allow</p></li>
</ul>
<blockquote>
<div><p><img alt="image1186" src="_images/SpecifyReturnDate-no.png" /></p>
</div></blockquote>
<p>Description:</p>
<ul class="simple">
<li><p>This preference lets you decide if staff can specify an arbitrary
return date when checking in items. If an arbitrary return date is
specified then fines are recalculated accordingly.</p></li>
</ul>
</section>
<section id="todaysissuesdefaultsortorder">
<span id="todaysissuesdefaultsortorder-label"></span><h3>todaysIssuesDefaultSortOrder<a class="headerlink" href="#todaysissuesdefaultsortorder" title="Permalink to this headline">ï</a></h3>
<p>Asks: Sort todayâs checkouts on the circulation page from ___ due
date.</p>
<p>Default: latest to earliest</p>
<p>Values:</p>
<ul class="simple">
<li><p>earliest to latest</p></li>
<li><p>latest to earliest</p></li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>This system preference controls how you want todayâs checkouts to appear
in the patronâs <a class="reference internal" href="circulation.html#checking-items-out-label"><span class="std std-ref">Checkout tab.</span></a></p></li>
<li><p>If you choose âearliest to latestâ, the oldest checkout will be at the top.</p></li>
<li><p>If you choose âlatest to earliestâ, the most recent checkout will be at the
top.</p></li>
</ul>
</section>
<section id="updatetotalissuesoncirc">
<span id="updatetotalissuesoncirc-label"></span><h3>UpdateTotalIssuesOnCirc<a class="headerlink" href="#updatetotalissuesoncirc" title="Permalink to this headline">ï</a></h3>
<p>Default: Do not</p>
<p>Asks: ___ update a bibliographic recordâs total issues count whenever
an item is issued</p>
<p>Values:</p>
<ul>
<li><p>Do</p>
<blockquote>
<div><p><strong>Important</strong></p>
<p>This increases server load significantly; if performance is a
concern, use the <a class="reference internal" href="cron_jobs.html#cron-track-total-checkouts-label"><span class="std std-ref">cron job</span></a> to update the total issues count instead.</p>
</div></blockquote>
</li>
<li><p>Do not</p></li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>Koha can track the number of times and item is checked out and store
that on the item record in the database. This information is not
stored by default. Setting this preference to âDoâ will tell Koha to
track that info every time the item is checked out in real time.
Otherwise you could use the <a class="reference internal" href="cron_jobs.html#cron-track-total-checkouts-label"><span class="std std-ref">cron job</span></a> to have
Koha update that field nightly.</p></li>
</ul>
</section>
<section id="usecirculationdesks">
<span id="usecirculationdesks-label"></span><h3>UseCirculationDesks<a class="headerlink" href="#usecirculationdesks" title="Permalink to this headline">ï</a></h3>
<p>Asks: ___ circulation desks with circulation</p>
<p>Default: Donât use</p>
<p>Values:</p>
<ul class="simple">
<li><p>Donât use</p></li>
<li><p>Use</p></li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>This preference enables the ability to manage various circulation desks
within a single library.</p></li>
</ul>
</section>
<section id="waitingnotifyatcheckin">
<span id="waitingnotifyatcheckin-label"></span><h3>WaitingNotifyAtCheckin<a class="headerlink" href="#waitingnotifyatcheckin" title="Permalink to this headline">ï</a></h3>
<p>Default: Donât notify</p>
<p>Asks: ___ librarians of waiting holds for the patron whose items they
are checking in.</p>
<p>Values:</p>
<ul>
<li><p>Donât notify</p></li>
<li><p>Notify</p>
<p><img alt="image43" src="_images/WaitingNotifyAtCheckin.png" /></p>
</li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>When checking in books you can choose whether or not to have a notice
pop up if the patron who returned the book has a hold waiting for
pick up. If you choose âNotifyâ for WaitingNotifyAtCheckin then every
time a hold is found for the patron who had the book out last a
message will appear on your check in screen.</p></li>
</ul>
</section>
</section>
<section id="interlibrary-loans">
<span id="interlibrary-loans-label"></span><h2>Interlibrary loans<a class="headerlink" href="#interlibrary-loans" title="Permalink to this headline">ï</a></h2>
<section id="circulateill">
<span id="circulateill-label"></span><h3>CirculateILL<a class="headerlink" href="#circulateill" title="Permalink to this headline">ï</a></h3>
<p>Default: Disable</p>
<p>Asks: ___ the circulation of ILL requested items.</p>
<p>Values:</p>
<ul class="simple">
<li><p>Disable</p></li>
<li><p>Enable</p></li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>This preference controls whether you have the option to checkout ILL items directly
from an ILL request.  More details can be found in the <a class="reference internal" href="ILL_requests.html#circulating-ill-material-label"><span class="std std-ref">Circulating ILL materials</span></a> section.</p></li>
</ul>
</section>
<section id="illcheckavailability">
<span id="illcheckavailability-label"></span><h3>ILLCheckAvailability<a class="headerlink" href="#illcheckavailability" title="Permalink to this headline">ï</a></h3>
<p>Default: Donât check</p>
<p>Asks: ___ external sources for availability during the request process.</p>
<p>Values:</p>
<ul class="simple">
<li><p>Donât check</p></li>
<li><p>Check</p></li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>This preference controls whether specific external resources will be searched prior
to a request being placed.  The resources available are installed using plugins.  These can
be located on the Koha plugins wiki page at <a class="reference external" href="https://wiki.koha-community.org/wiki/Koha_plugins">https://wiki.koha-community.org/wiki/Koha_plugins</a>.
Currently there are plugins for EDS (Ebsco Discovery Service), Z39.50 and Unpaywall.
When a patron submits an ILL request the item metadata in the form is used to search the external resource.
The patron can then click on the title links in the displayed results. If they find the item they were requesting
the request can be abandoned. If not, the patron can continue with the request in the normal way.</p></li>
</ul>
</section>
<section id="illdefaultstaffemail">
<span id="illdefaultstaffemail-label"></span><h3>ILLDefaultStaffEmail<a class="headerlink" href="#illdefaultstaffemail" title="Permalink to this headline">ï</a></h3>
<p>Asks:
Fallback email address for staff ILL notices to be sent to in the absence of a library address: ___ .</p>
<p>Description:</p>
<ul class="simple">
<li><p>By default replies to ILL request emails will go to the library email address, if you would like to specify
a different email address you can do that here.</p></li>
</ul>
</section>
<section id="illhiddenrequeststatuses">
<span id="illhiddenrequeststatuses-label"></span><h3>ILLHiddenRequestStatuses<a class="headerlink" href="#illhiddenrequeststatuses" title="Permalink to this headline">ï</a></h3>
<p>Asks: ILL statuses that are considered finished and should not be displayed in the ILL
module: ___ (separated with |). If left empty, all ILL requests will be displayed.</p>
<p>Description:</p>
<ul class="simple">
<li><p>This preference allows libraries to hide requests from the View ILL requests list based on the status
of the request.  Available ILL statuses are configured in the ILLSTATUS
<a class="reference internal" href="administration.html#authorized-values-label"><span class="std std-ref">authorized value</span></a> category.</p></li>
</ul>
</section>
<section id="illmodule">
<span id="illmodule-label"></span><h3>ILLModule<a class="headerlink" href="#illmodule" title="Permalink to this headline">ï</a></h3>
<p>Default: Disable</p>
<p>Asks: ___ the interlibrary loans module (master switch).</p>
<p>Values:</p>
<ul class="simple">
<li><p>Disable</p></li>
<li><p>Enable</p></li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>This preference is used to enable Kohaâs ILL module which is used to manage ILL requests.</p></li>
</ul>
</section>
<section id="illmodulecopyrightclearance">
<span id="illmodulecopyrightclearance-label"></span><h3>ILLModuleCopyrightClearance<a class="headerlink" href="#illmodulecopyrightclearance" title="Permalink to this headline">ï</a></h3>
<p>Asks: Adding text will enable the copyright clearance stage in request creation.
The text you enter will be the text displayed.</p>
</section>
<section id="illmoduleunmediated">
<span id="illmoduleunmediated-label"></span><h3>ILLModuleUnmediated<a class="headerlink" href="#illmoduleunmediated" title="Permalink to this headline">ï</a></h3>
<p>Default: Disable</p>
<p>Asks: ___ unmediated interlibrary loan requests. If enabled and the ILL backend
supports it, the newly created requests are immediately requested by backend.</p>
<p>Values:</p>
<ul class="simple">
<li><p>Disable</p></li>
<li><p>Enable</p></li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>This preference allows ILL requests placed by patrons on the OPAC to be directly sent to ILL suppliers
without mediation by library staff.  Not all ILL backends can support this feature.</p></li>
</ul>
</section>
<section id="illopacbackends">
<span id="illbpacbackends-label"></span><h3>ILLOpacbackends<a class="headerlink" href="#illopacbackends" title="Permalink to this headline">ï</a></h3>
<p>Asks: Enabled ILL backends for OPAC initiated requests: ___ (separated with |). If left empty, all
installed backends will be enabled.</p>
<p>Description:</p>
<ul class="simple">
<li><p>This preference controls which ILL backend request forms are available for OPAC requests.  You will need to
refer to the backend configuration guidance for the correct terminology to enter here, for example, FreeForm, BLDSS.</p></li>
</ul>
</section>
<section id="illsendstaffnotices">
<span id="illsendstaffnotices-label"></span><h3>ILLSendStaffNotices<a class="headerlink" href="#illsendstaffnotices" title="Permalink to this headline">ï</a></h3>
<p>Asks: Send these ILL notices to staff when appropriate: ___ (separated with |).
e.g. ILL_REQUEST_CANCEL|ILL_REQUEST_MODIFIED If left empty, no staff ILL notices will be sent.</p>
<p>Description:</p>
<ul class="simple">
<li><p>You can configure which ILL notices should be sent to staff.  More details can be found
in the <a class="reference internal" href="ILL_requests.html#ill-email-notification-label"><span class="std std-ref">ILL email notifications</span></a> section.</p></li>
</ul>
</section>
</section>
<section id="patron-restrictions">
<span id="patron-restrictions-label"></span><h2>Patron restrictions<a class="headerlink" href="#patron-restrictions" title="Permalink to this headline">ï</a></h2>
<section id="autoremoveoverduesrestrictions">
<span id="autoremoveoverduesrestrictions-label"></span><h3>AutoRemoveOverduesRestrictions<a class="headerlink" href="#autoremoveoverduesrestrictions" title="Permalink to this headline">ï</a></h3>
<p>Default: Do not</p>
<p>Asks: ___ allow OVERDUES restrictions triggered by sent notices to be
cleared automatically when all overdue items are returned by a patron.</p>
<p>Values:</p>
<ul class="simple">
<li><p>Do</p></li>
<li><p>Do not</p></li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>Using the <a class="reference internal" href="tools.html#overdue-notice-status-triggers-label"><span class="std std-ref">Overdue Notice/Status Triggers</span></a> you
can restrict patrons after they receive an overdue notice. This
preference lets you define whether Koha will automatically remove
that restriction once the overdue items in question are returned or
not.</p></li>
</ul>
</section>
<section id="cumulativerestrictionperiods">
<span id="cumulativerestrictionperiods-label"></span><h3>CumulativeRestrictionPeriods<a class="headerlink" href="#cumulativerestrictionperiods" title="Permalink to this headline">ï</a></h3>
<p>Asks: ___ the restriction periods.</p>
<p>Default: Donât cumulate</p>
<p>Values:</p>
<ul class="simple">
<li><p>Donât cumulate</p></li>
<li><p>Cumulate</p></li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>This system preference controls whether or not
<a class="reference internal" href="#patron-restrictions-label"><span class="std std-ref">restriction</span></a> periods should be served
concurrently or consecutively.</p></li>
<li><p>If set to âDonât cumulateâ, the patron will be restricted only for the
longest period. (For example, if a patron has a restriction of 10 days and
another restriction of 15 days, they will be restricted for 15 days.)</p></li>
<li><p>If set to âCumulateâ, the patron will be restricted for the sum of all the
restriction period. (For example, if a patron has a restriction of 10 days
and another restriction of 15 days, they will be restricted for 25 days.)</p></li>
</ul>
</section>
<section id="patronrestrictiontypes">
<span id="patronrestrictiontypes-label"></span><h3>PatronRestrictionTypes<a class="headerlink" href="#patronrestrictiontypes" title="Permalink to this headline">ï</a></h3>
<p>Default: Donât allow</p>
<p>Asks: ___ the type of patron restriction to be specified when applying manually.</p>
<p>Values:</p>
<ul class="simple">
<li><p>Allow</p></li>
<li><p>Donât allow</p></li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>This preference allows staff the ability to pick a restriction type when adding a
manual restriction to a patron.</p></li>
</ul>
</section>
<section id="restrictionblockrenewing">
<span id="restrictionblockrenewing-label"></span><h3>RestrictionBlockRenewing<a class="headerlink" href="#restrictionblockrenewing" title="Permalink to this headline">ï</a></h3>
<p>Default: Allow</p>
<p>Asks: If patron is restricted, ___ renewing of items from the staff
interface and via the
<a class="reference internal" href="cron_jobs.html#cron-automatic-renewal-label"><span class="std std-ref">misc/cronjobs/automatic_renewals.pl</span></a>
cronjob.</p>
<p>Values:</p>
<ul class="simple">
<li><p>Allow</p></li>
<li><p>Block</p></li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>This preference affects all forms of renewals made from the staff
interface and the automatic renewals cron job.</p></li>
</ul>
</section>
</section>
<section id="recalls">
<span id="recalls-preferences-label"></span><h2>Recalls<a class="headerlink" href="#recalls" title="Permalink to this headline">ï</a></h2>
<p>The recalls feature allows users to recall items that are currently checked out.</p>
<section id="recallsmaxpickupdelay">
<span id="recallsmaxpickupdelay-label"></span><h3>RecallsMaxPickUpDelay<a class="headerlink" href="#recallsmaxpickupdelay" title="Permalink to this headline">ï</a></h3>
<p>Asks: Mark a recall as problematic if it has been waiting to be picked up for
___ days.</p>
<p>Default: 7</p>
<p>Description:</p>
<ul class="simple">
<li><p>This system preference defines the number of days a user has to come pick up
their recalled item.</p></li>
<li><p>The recalls that have been awaiting pickup for more than this number of days
will be highlighted in the circulation module.</p></li>
<li><p>This preference is applied if there is no defined waiting period in the
<a class="reference internal" href="administration.html#circulation-and-fines-rules-label"><span class="std std-ref">circulation rules</span></a>.</p></li>
</ul>
</section>
<section id="userecalls">
<span id="userecalls-label"></span><h3>UseRecalls<a class="headerlink" href="#userecalls" title="Permalink to this headline">ï</a></h3>
<p>Asks: ___ recalls.</p>
<p>Default: Donât use</p>
<p>Values:</p>
<ul class="simple">
<li><p>Donât use</p></li>
<li><p>Use</p></li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>This is the main switch for the recalls feature.</p></li>
<li><p>Make sure you configure
<a class="reference internal" href="administration.html#circulation-and-fines-rules-label"><span class="std std-ref">circulation and fines rules</span></a> for
recalls once enabled.</p></li>
</ul>
</section>
</section>
<section id="return-claims">
<span id="returnclaims-label"></span><h2>Return claims<a class="headerlink" href="#return-claims" title="Permalink to this headline">ï</a></h2>
<p>The return claims feature tracks items that patrons claim to have returned.</p>
<p>To use this feature:</p>
<ol class="arabic simple">
<li><p>Add a new authorized value to the LOST category to represent items claimed as returned.</p></li>
<li><p>Enter the authorized value in the ClaimReturnedLostValue system preference - this enables the return claims feature.</p></li>
<li><p>Set a value for the ClaimReturnedChargeFee system preference - the default is ask if a lost fee should be charged.</p></li>
<li><p>Optional: Set a value for ClaimReturnedWarningThreshold system preference to alert librarians when a patron exceeds a set number of return claims.</p></li>
</ol>
<p>Returning a claimed item will notify the librarian that the item has a claim on it. The librarian can then mark checked out items as return claims from the checkout and patron details pages, and modify them from the new claims tab on these pages.</p>
<section id="claimreturnedchargefee">
<h3>ClaimReturnedChargeFee<a class="headerlink" href="#claimreturnedchargefee" title="Permalink to this headline">ï</a></h3>
<p>Asks: When marking a checkout as âclaims returnedâ,</p>
<p>Values:</p>
<ul class="simple">
<li><p>Ask if a lost fee should be charged (default)</p></li>
<li><p>Charge a lost fee</p></li>
<li><p>Donât charge a lost fee</p></li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>This preference allows a library to choose if a lost fee is charged at the time an item being claimed is returned. If set to ask, there is a checkbox to either charge or donât charge per transaction. If set to charge, Koha will charge the patron the replacement price of the item. If set to donât charge, Koha will not charge the patron.</p></li>
</ul>
</section>
<section id="claimreturnedlostvalue">
<h3>ClaimReturnedLostValue<a class="headerlink" href="#claimreturnedlostvalue" title="Permalink to this headline">ï</a></h3>
<p>Asks: Use the LOST authorised value  ___ to represent returns claims.</p>
<p>Description:</p>
<ul class="simple">
<li><p>Add a LOST authorized value - this enables the return claims feature. Add a new authorized value to the LOST category to represent the libraryâs return claims.</p></li>
</ul>
</section>
<section id="claimreturnedwarningthreshold">
<h3>ClaimReturnedWarningThreshold<a class="headerlink" href="#claimreturnedwarningthreshold" title="Permalink to this headline">ï</a></h3>
<p>Asks: Warn librarians that a patron has excessive return claims if the patron has claimed the return of more than ___ items.</p>
<p>Description:</p>
<ul class="simple">
<li><p>Enter a number if a library would like to set a limit to the number of returns claims that the patron can have before showing a warning on the patronâs screen.</p></li>
</ul>
</section>
</section>
<section id="self-check-in-module-sci-main-pl">
<h2>Self check-in module (sci-main.pl)<a class="headerlink" href="#self-check-in-module-sci-main-pl" title="Permalink to this headline">ï</a></h2>
<section id="selfcheckinmainuserblock">
<span id="selfcheckinmainuserblock-label"></span><h3>SelfCheckInMainUserBlock<a class="headerlink" href="#selfcheckinmainuserblock" title="Permalink to this headline">ï</a></h3>
<p>Asks: Include the following HTML on the self check-in screen</p>
<p>Description:</p>
<ul class="simple">
<li><p>HTML entered in this field will appear in the center of the main page
of your self checkin screen</p></li>
</ul>
</section>
<section id="selfcheckinmodule">
<span id="selfscheckinmodule-label"></span><h3>SelfCheckInModule<a class="headerlink" href="#selfcheckinmodule" title="Permalink to this headline">ï</a></h3>
<p>Default: Donât enable</p>
<p>Asks: ___ the standalone self check-in module (available at:
/cgi-bin/koha/sci/sci-main.pl</p>
<p>Values:</p>
<ul class="simple">
<li><p>Donât enable</p></li>
<li><p>Enable</p></li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>This system preference will activate (or deactivate) the self check-
in module</p></li>
</ul>
</section>
<section id="selfcheckintimeout">
<span id="selfcheckintimeout-label"></span><h3>SelfCheckInTimeout<a class="headerlink" href="#selfcheckintimeout" title="Permalink to this headline">ï</a></h3>
<p>Default: 120</p>
<p>Asks: Reset the current self check-in screen after ___ seconds</p>
<p>Description:</p>
<ul class="simple">
<li><p>Enter the number of seconds after which you want the self check-in
screen to refresh and go back to the main page (for example, if a
patron forgot to log out).</p></li>
</ul>
</section>
<section id="selfcheckinusercss">
<span id="selfcheckinusercss-label"></span><h3>SelfCheckInUserCSS<a class="headerlink" href="#selfcheckinusercss" title="Permalink to this headline">ï</a></h3>
<p>Asks: Include the following CSS on all the self check-in screens</p>
<p>Description:</p>
<ul class="simple">
<li><p>The CSS code entered here will override any CSS on the self check-in
screens</p></li>
</ul>
</section>
<section id="selfcheckinuserjs">
<span id="selfcheckinuserjs-label"></span><h3>SelfCheckInUserJS<a class="headerlink" href="#selfcheckinuserjs" title="Permalink to this headline">ï</a></h3>
<p>Asks: Include the following JavaScript on all the self check-in screens</p>
<p>Description:</p>
<ul class="simple">
<li><p>The JavaScript entered here will override any other JavaScript on
the self check-in screens</p></li>
</ul>
</section>
</section>
<section id="self-check-out-module-sco-main-pl">
<span id="self-checkout-system-preferences-label"></span><h2>Self check-out module (sco-main.pl)<a class="headerlink" href="#self-check-out-module-sco-main-pl" title="Permalink to this headline">ï</a></h2>
<section id="scouserjs">
<span id="scouserjs-label"></span><h3>SCOUserJS<a class="headerlink" href="#scouserjs" title="Permalink to this headline">ï</a></h3>
<p>Asks: Include the following JavaScript on all pages in the web-based self
checkout:</p>
<p>Description:</p>
<ul class="simple">
<li><p>The JavaScript entered in this preference will affect all of your
Koha self check-out screens.</p></li>
</ul>
</section>
<section id="scomainuserblock">
<span id="scomainuserblock-label"></span><h3>SCOMainUserBlock<a class="headerlink" href="#scomainuserblock" title="Permalink to this headline">ï</a></h3>
<p>Asks: Include the following HTML on the web-based self checkout screen:</p>
<p>Description:</p>
<ul class="simple">
<li><p>The HTML entered in this preference will be used on the main self check-out
screen.</p></li>
</ul>
</section>
<section id="scousercss">
<span id="scousercss-label"></span><h3>SCOUserCSS<a class="headerlink" href="#scousercss" title="Permalink to this headline">ï</a></h3>
<p>Asks: Include the following CSS on all pages in the web-based self checkout:</p>
<p>Description:</p>
<ul class="simple">
<li><p>The CSS entered in this preference will be used on all of your Koha self
check-out screens.</p></li>
</ul>
</section>
<section id="showpatronimageinwebbasedselfcheck">
<span id="showpatronimageinwebbasedselfcheck-label"></span><h3>ShowPatronImageInWebBasedSelfCheck<a class="headerlink" href="#showpatronimageinwebbasedselfcheck" title="Permalink to this headline">ï</a></h3>
<p>Asks: ___ the patronâs picture (if one has been added) when they use the
web-based self check-out.</p>
<p>Default: Donât show</p>
<p>Values:</p>
<ul class="simple">
<li><p>Donât show</p></li>
<li><p>Show</p></li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>If this system preference is set to âShowâ, the patron will see their own
picture when logging into the web-based self check-out module.</p></li>
</ul>
</section>
<section id="webbasedselfcheck">
<span id="webbasedselfcheck-label"></span><h3>WebBasedSelfCheck<a class="headerlink" href="#webbasedselfcheck" title="Permalink to this headline">ï</a></h3>
<p>Asks: ___ the web-based self checkout system.</p>
<p>Default: Donât enable</p>
<p>Values:</p>
<ul class="simple">
<li><p>Donât enable</p></li>
<li><p>Enable</p></li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>Enabling this preference will allow access to the <a class="reference internal" href="circulation.html#self-checkout-label"><span class="std std-ref">self check-out</span></a> module in Koha.</p></li>
<li><p>Your self check-out module is available at: <a class="reference external" href="https://YOUR.OPAC.URL/cgi-bin/koha/">https://YOUR.OPAC.URL/cgi-bin/koha/</a>
sco/sco-main.pl</p></li>
</ul>
</section>
<section id="selfcheckoutbylogin">
<span id="selfcheckoutbylogin-label"></span><h3>SelfCheckoutByLogin<a class="headerlink" href="#selfcheckoutbylogin" title="Permalink to this headline">ï</a></h3>
<p>Asks: Have patrons login into the web-based self checkout system with
their ___</p>
<p>Default: Cardnumber</p>
<p>Values:</p>
<ul>
<li><p>Cardnumber</p>
<p><img alt="image44" src="_images/selfcheckout.png" /></p>
</li>
<li><p>Username and password</p>
<p><img alt="image45" src="_images/SelfCheckoutByLogin.png" /></p>
</li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>This preference lets you decide how your patrons will log in to the
self checkout machine. Either the patronâs card number (barcode) or their
username and password set using the opac/staff username and
password fields on the <a class="reference internal" href="patrons.html#add-a-new-patron-label"><span class="std std-ref">patron record</span></a>.</p></li>
</ul>
</section>
<section id="selfchecktimeout">
<span id="selfchecktimeout-label"></span><h3>SelfCheckTimeout<a class="headerlink" href="#selfchecktimeout" title="Permalink to this headline">ï</a></h3>
<p>Asks: Time out the current patronâs web-based self checkout system login
after ___ seconds.</p>
<p>Default: 120</p>
<p>Description:</p>
<ul class="simple">
<li><p>After the machine is idle for the time entered in this preference the
self check out system will log out the current patron and return to
the starting screen.</p></li>
</ul>
</section>
<section id="scoallowcheckin">
<span id="scoallowcheckin-label"></span><h3>SCOAllowCheckin<a class="headerlink" href="#scoallowcheckin" title="Permalink to this headline">ï</a></h3>
<p>Asks: ___ patrons to return items through web-based self checkout
system.</p>
<p>Default: Donât allow</p>
<p>Values:</p>
<ul class="simple">
<li><p>Allow</p></li>
<li><p>Donât allow</p></li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>This preference is used to determine if you want patrons to be
allowed to return items through your self check machines. By default
Kohaâs self check-out interface is simply for checking items out.</p></li>
</ul>
</section>
<section id="selfcheckhelpmessage">
<span id="selfcheckhelpmessage-label"></span><h3>SelfCheckHelpMessage<a class="headerlink" href="#selfcheckhelpmessage" title="Permalink to this headline">ï</a></h3>
<p>Asks: Include the following HTML in the Help page of the web-based self
checkout system:</p>
<p>Description:</p>
<ul class="simple">
<li><p>Clicking the âHelpâ link in the top right of the self check-out
interface opens up a three step process for using the self check-out
module. Adding HTML to this system preference will show that
additional help text above whatâs already included.</p></li>
</ul>
</section>
<section id="autoselfcheckallowed-autoselfcheckid-and-autoselfcheckpass">
<span id="autoselfcheck-preferences-label"></span><h3>AutoSelfCheckAllowed, AutoSelfCheckID and AutoSelfCheckPass<a class="headerlink" href="#autoselfcheckallowed-autoselfcheckid-and-autoselfcheckpass" title="Permalink to this headline">ï</a></h3>
<blockquote>
<div><p><strong>Important</strong></p>
<p>Most libraries will want to leave this set to âDonât allowâ. This
preference turns off the requirement to log into the self checkout
machine with a staff username and password by storing the username
and password for automatic login.</p>
</div></blockquote>
<p>Asks: ___ the web-based self checkout system to automatically login
with this staff login ___ and this password ___ .</p>
<p>AutoSelfCheckAllowed default: Donât allow</p>
<p>AutoSelfCheckAllowed values:</p>
<ul class="simple">
<li><p>Allow</p></li>
<li><p>Donât allow</p></li>
</ul>
<p>AutoSelfCheckID value:</p>
<ul class="simple">
<li><p>The username of a staff patron with the âself_checkout_moduleâ
<a class="reference internal" href="patrons.html#patron-permissions-defined-label"><span class="std std-ref">permission</span></a>.</p></li>
</ul>
<p>AutoSelfCheckPass value:</p>
<ul class="simple">
<li><p>The password of a staff patron with the âself_checkout_moduleâ
<a class="reference internal" href="patrons.html#patron-permissions-defined-label"><span class="std std-ref">permission</span></a>.</p></li>
</ul>
</section>
<section id="selfcheckreceiptprompt">
<span id="selfcheckreceiptprompt-label"></span><h3>SelfCheckReceiptPrompt<a class="headerlink" href="#selfcheckreceiptprompt" title="Permalink to this headline">ï</a></h3>
<p>Asks: ___ the print receipt popup dialog when self checkout is finished.</p>
<p>Default: Show</p>
<p>Values:</p>
<ul class="simple">
<li><p>Donât show</p></li>
<li><p>Show</p></li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>This preference controls whether a prompt shows up on the web based
self check-out when the patron clicks the âFinishâ button.</p></li>
</ul>
</section>
<section id="selfcheckallowbyipranges">
<span id="selfcheckallowbyipranges-label"></span><h3>SelfCheckAllowByIPRanges<a class="headerlink" href="#selfcheckallowbyipranges" title="Permalink to this headline">ï</a></h3>
<p>Asks: ___</p>
<p>Description:</p>
<ul class="simple">
<li><p>This system preference is used to limit access to the self check-out module
by IP ranges.</p></li>
<li><p>Use ranges or simple IP addresses separated by spaces, like
â192.168.1.1 192.168.0.0/24â.</p></li>
<li><p>If you do not want to limit access by IP range, leave this system preference
blank.</p></li>
</ul>
</section>
</section>
<section id="stock-rotation-module">
<span id="stock-rotation-system-preferences-label"></span><h2>Stock rotation module<a class="headerlink" href="#stock-rotation-module" title="Permalink to this headline">ï</a></h2>
<section id="stockrotation">
<span id="stockrotation-module-label"></span><h3>StockRotation<a class="headerlink" href="#stockrotation" title="Permalink to this headline">ï</a></h3>
<p>Asks: ___ the stock rotation module</p>
<p>Default: Disable</p>
<p>Values:</p>
<ul class="simple">
<li><p>Disable</p></li>
<li><p>Enable</p></li>
</ul>
<p>Description:</p>
<ul class="simple">
<li><p>If set to âEnableâ, the <a class="reference internal" href="cataloging.html#stock-rotation-label"><span class="std std-ref">stock rotation module</span></a>
will appear under Cataloging &gt; Automation.</p></li>
</ul>
</section>
</section>
</section>


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